How to Use ClickUp for Tab and Task Management

ClickUp can centralize your projects, notes, links, and workflows so you do not need to rely on a separate browser tab manager to stay organized. This how-to guide shows you how to recreate Workona-style organization directly inside ClickUp with clear steps, examples, and simple best practices.

The instructions below are inspired by the workflows described in the Workona alternatives guide on the ClickUp blog at clickup.com.

Why Replace Workona with ClickUp

Instead of managing dozens of browser tabs, you can move work into structured ClickUp workspaces. This keeps information searchable, shareable, and connected to tasks.

Using ClickUp for work organization helps you:

• Reduce open tabs by capturing links as tasks, docs, or comments
• Connect every resource to a project or workflow
• Collaborate with your team in real time instead of sending links around
• Track progress, not just websites you visited

Set Up a ClickUp Workspace for Tab Management

Before you mirror Workona-style spaces, you need a solid ClickUp foundation.

Create Your ClickUp Workspace

1. Sign in to your account and create a new Workspace if you do not already have one.

2. Add your team members so they can share and open resources from a single place.

3. Configure global settings such as time zone, notification preferences, and integrations as needed.

Structure Spaces in ClickUp Like Workona Workspaces

In Workona, you group tabs by workspace. In ClickUp, you can achieve the same organization with Spaces.

1. Create a Space for each major area of work, for example:

   • Client Projects
   • Marketing
   • Product Development
   • Operations

2. Assign colors and icons to Spaces so you can visually recognize them quickly.

3. Set sharing and permission rules so only the right people can see each Space.

Build ClickUp Folders and Lists to Replace Tab Groups

Within each Space, you can create Folders and Lists to function like focused tab groups.

Design Folders Around Work Themes

1. Open a Space and click to add a new Folder.

2. Name the Folder after a theme or initiative, such as “SEO Campaign Q1” or “Feature Launch”.

3. Repeat for each major work stream so that every browser session has a clear home inside ClickUp.

Use ClickUp Lists as Project-Level Work Areas

Inside each Folder, create Lists to represent projects or subtopics that would typically hold their own set of tabs.

• Create Lists like “Research”, “Content Production”, or “Competitor Analysis”.

• Use List-level views (Board, List, or Calendar) depending on how you prefer to see your tasks and saved links.

Turn Browser Tabs into ClickUp Tasks

Instead of leaving pages open, save them as actionable tasks in ClickUp.

Create Tasks for Pages You Need to Revisit

1. When you open an important article, tool, or dashboard in your browser, copy the URL.

2. In the appropriate List, click to create a new task.

3. Name the task to explain why the link matters, not just the page title.

4. Paste the URL in the task description, a custom field, or a comment.

Now, you can safely close the tab. The resource lives with the related work in ClickUp, not in a chaotic tab bar.

Organize Links with Custom Fields in ClickUp

For heavy research workflows, create custom fields so you can filter and sort saved links.

• Add a URL field to store the main link.

• Add dropdown fields for categories like “Source Type” or “Priority”.

• Use tags for quick grouping such as “reference”, “tool”, or “dashboard”.

Use ClickUp Docs as Multi-Tab Work Hubs

ClickUp Docs can hold multiple links, notes, and embeds in a single, shareable document, acting like a curated set of essential tabs.

Create a Research Hub Doc in ClickUp

1. In the relevant Space or Folder, create a new Doc.

2. Outline major sections such as Overview, Key Links, Competitors, and Ideas.

3. Paste links directly into the Doc and group them with short commentary so teammates understand their purpose.

Embed Key Tools Inside ClickUp

Instead of bookmarks that clutter your browser, embed dashboards or tools directly into ClickUp Docs or tasks.

• Use the embed option to display live dashboards, forms, or sheets.

• Pin these Docs in your Space so they serve as starting points for your daily work.

Create ClickUp Views That Replace Saved Sessions

Workona saves tab sessions; ClickUp saves work views. Configure views to mirror the way you previously used tab sessions.

Set Up Task Views by Context

1. Within a List or Folder, create new views for different contexts, such as:

   • “Today” view filtered by due date
   • “Reading Queue” view filtered by tag
   • “Important Dashboards” view filtered by a custom field

2. Save filters and sorting rules so you can instantly jump to the right set of tasks and related links.

Use Favorites in ClickUp

Star your most important views, Docs, or Dashboards so they appear in Favorites. This acts like a curated, always-available set of top “tabs” you can open in one click.

Collaborate and Share Resources in ClickUp

Because everything sits in a shared workspace, team members no longer need to send disorganized collections of links.

Assign and Comment on Tasks

• Assign each resource-based task to an owner for review or action.

• Use comments to discuss the content of a link directly inside the task.

• Mention teammates so they receive notifications instead of hunting through messages.

Share Lists and Docs Instead of Tab Collections

When you would normally send a collection of tabs to a colleague, send a ClickUp List or Doc instead.

• Share the item with the right permissions.

• Provide context in the description so viewers know how to use the information.

Optimize Your ClickUp Setup

Once you have replaced your tab manager, refine your system over time.

• Regularly close obsolete tasks so your workspace stays clean.

• Use templates for recurring research or project structures.

• Review saved views monthly to ensure they still match how you work.

If you need additional help refining your workspace structure or workflow design, you can explore consulting resources such as Consultevo for guidance on process optimization and tooling strategy.

By moving from browser-based tab management to a structured ClickUp system, you gain a reliable, collaborative, and scalable way to organize every link, idea, and task that powers your daily work.

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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