Team view in ClickUp: step-by-step guide
Team view in ClickUp lets you see who is doing what across your Workspace so you can balance workloads, track task progress, and manage your team more efficiently.
This how-to article walks you through everything you need to know to open Team view, understand the layout, customize what you see, and manage tasks directly from the view.
What is Team view in ClickUp?
Team view is a Location-based view that shows tasks grouped by assignee. It is designed to help you understand workload and collaboration at a glance.
In this view, each user appears with their tasks underneath them, so you can quickly identify who is overloaded, who is available, and where work may be blocked.
Key benefits of ClickUp Team view
- Visualize tasks by assignee across your Workspace, Spaces, Folders, or Lists.
- Quickly reassign and reschedule work without leaving the view.
- Spot unassigned tasks so nothing slips through the cracks.
- Filter and sort to focus on specific teams or timeframes.
How to open Team view in ClickUp
You can add Team view anywhere that supports Location-based views. Follow these steps to open it where you manage your work today.
Step 1: Choose the Location
First, decide where you want to see workload information:
- Workspace level to see all users and tasks.
- Space level to focus on a specific department or initiative.
- Folder level to see workload across a group of related Lists.
- List level to manage a single project or backlog.
Step 2: Add a new view
- Open the Location (Workspace, Space, Folder, or List).
- Click the + View button in the views bar.
- In the view options, select Team.
- Name your view if prompted, then click Add view.
Team view will now appear in your views bar so you can open it anytime in ClickUp.
Understanding the ClickUp Team view layout
The layout of Team view is built around people and their tasks. Each section represents an assignee or group.
Main sections in Team view
- Users: Each person in the Location has a row or column showing their tasks.
- Unassigned: All tasks with no assignee are grouped here.
- Guests: Guests with assigned tasks appear if they have access to the Location.
- Other: Tasks assigned to people who no longer have access are grouped together.
Within each user group, tasks are displayed with key details like status, due date, and priority based on the columns or settings you choose.
How to customize Team view in ClickUp
You can tailor Team view to show the information that matters most. Customization options help you focus on the right people, tasks, and timeframes.
Filter what you see in ClickUp Team view
Use filters to narrow down the tasks displayed:
- Status filter to see only open, in-progress, or completed work.
- Date filter to focus on a specific time range, such as this week or next month.
- Assignee filter to look at a specific person or group.
- Tag or Custom Field filters to focus on certain categories or attributes.
Combine filters to create focused views, like only high-priority tasks due this week for a particular team.
Sort and group tasks
In addition to grouping by assignee, you can sort tasks within each group to make scanning easier.
- Sort by Due Date to see the most urgent items first.
- Sort by Priority to highlight critical work.
- Sort by Status to view work stages in order.
Sorting helps you make fast decisions about what to tackle next and how to reassign work in ClickUp.
Adjust visible columns
Team view can show key task fields as columns, such as:
- Status
- Due Date
- Priority
- Custom Fields available at that Location
Show or hide columns to focus on the information that is most important for your workload planning.
Managing tasks from ClickUp Team view
Team view is not only for monitoring. You can manage tasks directly without switching screens.
Reassign tasks between ClickUp users
- Locate the task under the current assignee.
- Open the assignee field on the task.
- Select a new user or multiple users.
This makes it easy to rebalance workload if one person has too many tasks or is unavailable.
Update task details quickly
From Team view, you can update core details for each task:
- Change the status to reflect progress.
- Edit due dates to align with new timelines.
- Adjust priority to match current goals.
- Open the full task to add comments or attachments.
All changes you make here are reflected across ClickUp in real time.
Handle unassigned work
The Unassigned group in Team view highlights tasks that are not yet owned by anyone. Use this group to ensure all work has a clear owner.
- Open the Unassigned section.
- Review each task for priority and context.
- Assign tasks to the appropriate user or team.
This is especially helpful right after importing work, creating new Lists, or starting new initiatives.
Best practices for using ClickUp Team view
To get the most value from Team view, consider these practical tips.
Review Team view regularly
- Check workload at the start of each week.
- Use it in standups to confirm who owns what.
- Rebalance tasks when priorities change.
Combine Team view with other ClickUp views
Use Team view alongside other locations and views for a complete picture:
- Use List view for detailed task editing.
- Use Board view for status-based workflows.
- Use Calendar or Workload views to plan timelines.
Switching between these perspectives in ClickUp helps you see both who is working and how work is progressing.
Where to learn more about ClickUp Team view
For the most detailed, up-to-date details on Team view behavior, supported plans, and advanced options, review the official documentation on the ClickUp Help Center.
You can find it here: Intro to Team view in ClickUp.
If you want expert help optimizing your workspace, workflows, or documentation strategy, you can also visit Consultevo for consulting and implementation services.
By setting up and using Team view effectively, you can turn ClickUp into a powerful hub for understanding team workload, assigning ownership, and keeping every task moving forward.
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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