How to Use ClickUp Views Effectively

ClickUp views let you see tasks and workspaces in different ways so your team can organize information, manage work, and track progress in the layout that fits your workflow.

This how-to article walks you through what views are, how they work in your hierarchy, and the basic steps to use and customize them.

What Are ClickUp Views?

Views are different ways to display the same tasks and data inside your Workspace. Instead of moving tasks around or duplicating work, you change the view to focus on what matters.

Each view pulls from the same underlying tasks but shows them with a specific layout, filters, and sorting options. This means you can switch between high-level and detailed perspectives in seconds.

Where ClickUp Views Can Be Used

In the platform, views can be added or accessed in several locations across your hierarchy. The hierarchy runs from Workspace at the top, down to Spaces, Folders, and Lists.

You can use views in:

Spaces: to see all work for a department or major area.
Folders: to group multiple related Lists into one place.
Lists: to focus on a specific project or workflow.
Dashboards and pages inside ClickUp Docs (when embedded views are supported).

Most commonly, you will manage and customize views at the Space, Folder, and List levels, where daily project tasks live.

Types of ClickUp Views You Can Add

Several core view types are available to help you visualize work differently. The exact options available depend on your plan, but the main categories include:

List view: A flexible, spreadsheet-like layout for tasks.
Board view: A column-based Kanban board for drag-and-drop workflows.
Calendar view: Tasks organized by due date or start date on a calendar.
Gantt view: A timeline that shows dependencies and schedules.
Table view: A grid with custom columns for data-heavy workflows.
Box view: A workload-style view grouped by assignee or team.

All these ClickUp views use the same tasks. You switch between them depending on the information you need to see.

How ClickUp Views Work in the Hierarchy

Views are tied to levels in your hierarchy. This helps keep things organized and ensures each team sees the right details.

Space views: Show tasks from all Folders and Lists in that Space, filtered by the settings you choose.
Folder views: Show tasks from every List inside that Folder.
List views: Show only the tasks in that specific List.

When you open a Space, Folder, or List, you can switch between active views using the view bar at the top of the screen. Each view remembers its own filters, grouping, and sorting.

How to Add a New ClickUp View

To create a new view for your work area, follow these steps:

Open the Space, Folder, or List where you want the view.
Look for the view bar at the top of your task area.
Click the + View or similar add button on the view bar.
Choose the type of view you want, such as List, Board, Calendar, or Gantt.
Give your view a descriptive name so teammates understand its purpose.
Select whether to make the view private (only you) or shared (visible to others).
Click to create the view. It appears in the view bar for quick access.

Once added, you can customize filters, grouping, and columns to tune the view to your current workflow.

Customizing ClickUp Views

To get the most benefit from any view, customize it to highlight the fields, tasks, and timeframes that matter for your team.

Common Customization Options in ClickUp Views

While exact options vary by view type, you can typically adjust:

Filters: Show or hide tasks by status, assignee, priority, tag, date, and more.
Sorting: Order tasks by due date, priority, name, or a custom field.
Grouping: Group tasks by status, assignee, List, or other fields.
Columns: In List or Table views, choose which fields appear as columns.
Fields: Show or hide fields on task cards in Board, Calendar, or other views.

Every ClickUp view remembers its own settings, so you can build a set of saved layouts tailored to different jobs, such as planning, execution, or reporting.

Saving ClickUp View Layouts for Your Team

When you configure a view so it works perfectly for your process, you can save those settings for reuse.

Open the view with the layout you want to keep.
Use the filter, sort, and grouping menus to fine-tune the display.
Look for options to save the layout as the default or share it with your Workspace or Space.
Choose whether teammates can modify the shared layout or if they should create personal variations.

This approach ensures consistent reporting and tracking while still allowing each user to make minor personal adjustments.

Managing ClickUp Views Over Time

As projects grow, you may end up with many views. Managing them periodically keeps your Workspace clean and focused.

Reordering and Renaming ClickUp Views

To keep views easy to find:

Drag and drop views along the view bar to put the most important ones first.
Rename views with clear, action-based names, such as “Sprint Board” or “Client Deadlines.”
Use naming patterns so views are consistent across Spaces and Folders.

Hiding or Deleting Unused ClickUp Views

If a view is no longer needed:

Open the menu associated with that view from the view bar.
Select options to hide it from the default list if you may need it later.
If it is no longer useful at all, choose to remove or delete the view.

Removing a view does not delete tasks. It only removes that specific layout and its saved filters or settings.

Best Practices for ClickUp Views

To design views that support your team’s workflow, follow these recommendations:

Use Space-level views for leadership and high-level reporting.
Use Folder-level views to track groups of related projects.
Use List-level views for daily execution, such as task boards and backlog lists.
Create dedicated views for planning, execution, and review, instead of trying to do everything in one layout.
Limit the number of shared views to the ones your team actually uses.

By applying these practices, your ClickUp hierarchy stays organized, and your views remain fast and relevant.

Learn More About ClickUp Views

To see all official details, supported features, and edge cases, refer to the original introduction to views from the provider: Intro to views.

If you need additional help optimizing your workspace setup, automation, and documentation around views, you can also consult implementation experts at Consultevo.

With a clear understanding of ClickUp views and how they work across your hierarchy, you can create layouts that align perfectly with your projects and team processes.

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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