Task Settings in ClickUp
The task settings menu in ClickUp gives you fast access to actions that help you manage individual tasks without leaving your current view. From this compact menu, you can copy, move, merge, archive, or delete tasks and quickly open related items like subtasks and dependencies.
This how-to guide explains every option in the task settings menu, when to use it, and what to expect from each action so you can manage work efficiently and avoid accidental data loss.
Where to find the ClickUp task settings menu
The task settings menu is available from several places in ClickUp so you can manage tasks from the interface you prefer.
- Task view: Open any task and click the ellipsis icon in the top-right corner of the task window.
- List view: Hover over a task row and click the ellipsis icon at the end of the row.
- Board view: Hover over a task card and click the ellipsis icon.
- Other views: In supported views, look for the ellipsis next to the task name or card.
The options you see in the menu can vary slightly depending on the view and your permissions, but the core controls remain consistent.
How to open tasks from the ClickUp settings menu
The top options in the task settings menu help you quickly open a task or related items.
Open task
Select Open or click the task name to open the full task view in ClickUp. This is useful when you want to:
- Adjust task details like assignees, due dates, or custom fields
- Add or review comments and attachments
- Work with advanced features such as relationships or time tracking
Open in new tab
Use Open in new tab to keep your current view in place while opening the task in another browser tab. This helps when you want to compare tasks side by side or keep a main list or dashboard visible.
Open related items
Depending on your workspace setup, you may also see menu options that open:
- Subtasks
- Parent tasks
- Dependencies (tasks that block or are blocked by the current task)
These shortcuts let you move through related work in ClickUp more quickly.
How to copy tasks with the ClickUp menu
The task settings menu includes copy options so you can reuse existing work instead of starting from scratch.
Copy link
Select Copy link to copy the direct URL of a task to your clipboard. You can then paste the link in:
- Comments or chat
- Documents or wikis
- Emails or external tools
Anyone with access to the task in ClickUp can use this link to open it instantly.
Duplicate task
Choose Duplicate to make a new task based on the existing one. When duplicating, you can usually choose what to copy, such as:
- Task name and description
- Assignees and watchers
- Attachments
- Subtasks
- Comments
- Custom field values
Use duplication when you need a similar task in the same location or as a template for repeated workflows in ClickUp.
How to move and merge tasks in ClickUp
The task settings menu also lets you reorganize and consolidate tasks across your workspace.
Move task
Select Move to change the task's location. You can move a task between:
- Lists
- Folders
- Spaces
Moving tasks is useful when you are restructuring projects, cleaning up lists, or aligning work under the right team or department in ClickUp.
- Open the task settings menu.
- Click Move.
- Select the destination Space, Folder, and List.
- Confirm the move.
Merge tasks
Use Merge when you find duplicate or overlapping tasks. Merging combines one task into another, helping you reduce clutter and confusion.
- Open the task settings menu on the task you want to merge.
- Choose Merge.
- Search for and select the task you want to merge into.
- Confirm which details should be kept or combined, if prompted.
After merging, you will have a single task that contains the combined information, which helps maintain a clean and organized structure in ClickUp.
How to archive tasks using ClickUp
Archiving keeps historical work accessible without cluttering active views.
Archive a task
To archive a task:
- Open the task settings menu.
- Select Archive.
- Confirm the action if a confirmation dialog appears.
Archived tasks are removed from most active views but are still stored in your workspace. You can typically:
- Search for archived tasks
- Open archived tasks in read-only or limited-edit modes, depending on permissions
- Restore archived tasks if they become relevant again
When to archive vs delete in ClickUp
Use Archive rather than delete when:
- You may need to reference past work or decisions later.
- The task contains comments, attachments, or records that should be preserved.
- You want to keep reporting history intact.
Archiving balances a clean interface with data retention inside ClickUp.
How to delete tasks safely in ClickUp
The delete option in the task settings menu permanently removes a task from normal views and can affect reporting and relationships, so use it with care.
Delete a task
To delete a task:
- Open the task settings menu.
- Click Delete.
- Read any warning message carefully.
- Confirm to complete deletion.
Depending on workspace settings and your permissions, deleted tasks may be:
- Moved to a trash or recycle area for a limited time
- Recoverable only by admins
- Permanently removed after a retention period
Always double-check that a task is no longer needed before deleting it from ClickUp.
Best practices for using the ClickUp task settings menu
Follow these recommendations to get the most out of the task settings menu while avoiding common mistakes.
- Prefer archiving over deleting: Archive tasks if there is any chance you will need their history.
- Document merges: When you merge tasks, add a comment explaining why and link to any related work.
- Use duplication for repeatable workflows: Create a model task and duplicate it for recurring processes in ClickUp.
- Move instead of recreating: When reorganizing projects, move tasks instead of creating new ones so you keep comments and attachments intact.
- Check permissions: If you do not see certain options, your workspace role or settings may limit access.
More resources and next steps
To explore the full reference documentation for the task settings menu, see the official guide on the ClickUp Help Center in the article Task settings menu.
If you need implementation help, workflow design, or training around ClickUp and other tools, you can also consult specialists at Consultevo for tailored support.
By understanding and using each option in the task settings menu, you can keep your workspace structured, reduce duplicate work, and manage tasks more efficiently across every project.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
