How to Record Your Screen with ClickUp
The built-in Clip feature in ClickUp lets you record your screen, camera, and mic in a few clicks, so you can replace long messages with clear visual walkthroughs.
This how-to guide walks you through setting up, recording, sharing, and managing screen recordings using ClickUp Clip, so your team can communicate faster and with fewer meetings.
Why Use ClickUp for Screen Recording
Before you start recording, it helps to know what the Clip feature in ClickUp can do for you and your team.
- Capture your full screen, window, or browser tab
- Record your microphone and optionally your webcam
- Create shareable links instantly
- Attach recordings directly to tasks and docs
- Give and receive context without a meeting
Because Clip is built into ClickUp, you do not need an extra extension or complicated setup. Your recordings stay connected to the work they belong to.
Getting Started with ClickUp Clip
Follow these steps to access and prepare the ClickUp Clip tool in your workspace.
Step 1: Open ClickUp in Your Browser or Desktop App
First, make sure you are signed in to your ClickUp workspace via the web app or desktop application.
- Launch your browser or open the desktop app.
- Log in to your ClickUp account.
- Open the Space, Folder, List, task, or Doc where you want to use your recording.
Keeping the correct work context open helps you attach or link your Clip recording right away.
Step 2: Locate the ClickUp Clip Icon
The Clip icon is available in multiple areas inside ClickUp. Common places include:
- The bottom of the task activity or comment area
- The toolbar in ClickUp Docs when adding rich content
- Certain sidebars or command menus, depending on your layout
Look for a small video or camera-style icon labeled “Clip” or similar within the ClickUp interface. Selecting this opens the recording panel.
Configure Your ClickUp Screen Recording
Once you open the Clip panel, configure what you want to capture and how you want to sound before hitting record.
Step 3: Choose What to Record
ClickUp Clip typically lets you choose between a few recording targets:
- Entire screen – Best for full walkthroughs or demos.
- Window – Ideal when you only want one app or browser window visible.
- Browser tab – Useful for focused website or web app tutorials.
Select the option that matches your goal. For example, a full-screen recording is perfect for onboarding videos that involve multiple applications alongside ClickUp.
Step 4: Set Up Microphone and Camera
Next, confirm your audio and video settings so your ClickUp recording is clear and professional.
- Pick the correct microphone from the dropdown.
- Test your levels by speaking normally and watching the meter.
- Toggle the webcam on if you want a face cam overlay.
- Choose the right camera source if you have more than one.
Adding your camera feed to a ClickUp Clip can make explanations feel more personal and engaging, especially for stakeholder updates or client reviews.
Record Your Screen with ClickUp
When your settings are ready, you can start capturing your screen with ClickUp Clip.
Step 5: Start the ClickUp Recording
Use these steps to begin:
- Click the main Record button in the Clip panel.
- Select the screen, window, or tab you chose.
- Confirm by hitting Share or the equivalent button.
You will usually see a short countdown. Once it reaches zero, everything in the selected area is recorded by ClickUp Clip.
Step 6: Present, Demonstrate, or Explain
While recording in ClickUp:
- Navigate through tasks, Lists, and views to show your workflow.
- Highlight key elements like assignees, due dates, and statuses.
- Speak clearly and keep explanations brief and focused.
- Pause occasionally to let viewers absorb what you show.
For example, you might walk through a bug reproduction, a sprint overview, or a new process inside ClickUp, all in one concise recording.
Step 7: Stop and Review Your ClickUp Clip
When you are finished:
- Click the stop button in the recording controls or browser bar.
- Wait a moment while ClickUp processes the video.
- Review the automatic preview that appears.
If something important is missing, you can simply discard the recording and capture a fresh ClickUp Clip with the updated content.
Attach and Share ClickUp Screen Recordings
After capturing your video, you can immediately attach or share it from within ClickUp.
Step 8: Attach Clip to a ClickUp Task
To connect your recording with work in progress:
- With the preview open, choose the option to attach the Clip to the current task.
- Add a clear title describing the content, such as “Onboarding Walkthrough” or “Bug Reproduction Clip”.
- Optionally add a short comment to explain what viewers should look for.
This keeps your ClickUp Clip linked to relevant details, comments, and assignees, so anyone can follow the recording and take action.
Step 9: Share a ClickUp Recording Link
To share beyond the current task or List:
- Copy the shareable link shown after saving the Clip.
- Paste it into emails, chat tools, or Docs.
- Adjust permissions if needed so the right people can view it.
Link sharing is particularly useful for async updates to clients or cross-functional teams who do not live inside ClickUp all day.
Best Practices for ClickUp Clips
Using a few simple practices will help your ClickUp screen recordings stay clear, concise, and actionable.
- Keep it short: Aim for 2–5 minutes per Clip whenever possible.
- Focus on one goal: Demonstrate a single workflow, bug, or decision.
- Use clear titles: Make it obvious what each ClickUp Clip covers.
- Pair with tasks: Always attach or link recordings to actionable items in ClickUp.
- Organize Docs: For recurring training, embed Clips into structured ClickUp Docs or knowledge bases.
Tracking your recordings alongside tasks also makes it easier to revisit decisions months later.
More Help with ClickUp and Screen Recording
If you want to compare ClickUp Clip with other free screen recording options or learn more about how it works, review the detailed overview in the official blog: free screen recorder with no watermark.
For teams that need expert help designing workflows, documentation, and AI-ready processes around ClickUp, you can explore consulting and implementation services from Consultevo.
By following these steps and best practices, you can turn ClickUp into a powerful hub for async video communication, making it easier to explain complex ideas, reduce meetings, and keep your entire team aligned.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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