ClickUp guides
Step-by-step ClickUp guides for common workflows, draft reviews, and Arclet demo planning.
ClickUp guides
ClickUp6 steps2 min readHow to access the editor in a ClickUp Doc
Open a ClickUp Doc from the sidebar, start writing, use the slash command menu to add a heading, and format selected text with the toolbar.
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ClickUp4 steps2 min readHow to add a cover to a ClickUp doc
Add a cover to a ClickUp Doc in a few clicks: open the Doc, choose Add cover, pick a colour from the Gallery tab, and change it whenever you like.
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ClickUp7 steps2 min readHow to add apps in ClickUp
Turn on a ClickApp for a Space in ClickUp from the Space menu, open Space settings and the ClickApps list, pick the app you need, then save your changes.
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ClickUp4 steps2 min readHow to add docs to the sidebar in ClickUp
Pin any ClickUp Doc to your sidebar in four clicks. Open the Doc settings menu, choose Favorite, pick Sidebar and jump back to it from Favorites.
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ClickUp5 steps2 min readHow to add subtasks in ClickUp
Add a subtask to any ClickUp task from the task view: open the task, click Add subtask, name it, and save it so the work breaks into smaller steps.
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ClickUp5 steps2 min readHow to annotate documents in ClickUp
Learn how to annotate a ClickUp Doc: select a sentence, add an inline comment, then reopen or resolve the thread so feedback stays next to the text.
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ClickUp3 steps2 min readHow to archive a document in ClickUp
Archive a Doc in ClickUp from the sidebar menu to clear old notes out of your Space, and restore it later with Unarchive if you need it again.
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ClickUp4 steps2 min readHow to assign a task in ClickUp
Assign a ClickUp task from List view: open the Assignee cell, pick yourself from the picker, close it with Esc, and confirm the avatar on the row.
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ClickUp6 steps2 min readHow to create a checklist in ClickUp
Add a named checklist with items to a ClickUp task in a few clicks, so you can track launch steps inside the task instead of in a separate list.
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ClickUp6 steps2 min readHow to create a dashboard in ClickUp
Learn how to create a dashboard in ClickUp: open Dashboards, name a blank dashboard, and add a Workload by Status card to see your work at a glance.
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ClickUp5 steps2 min readHow to create a form in ClickUp
Create a form in ClickUp from any List: open Add View, choose Form, start from a template, preview it and copy the link to share it with others.
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ClickUp5 steps2 min readHow to create a project in ClickUp
Create a project in ClickUp as a Folder inside a Space. Name it, click Create, and find the new Folder with its starter List in the sidebar.
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ClickUp5 steps2 min readHow to create a space in ClickUp
Create a Space in ClickUp to group a team's Lists and workflows. Name it, choose the Starter workflow, and finish in five quick steps from the sidebar.
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ClickUp3 steps2 min readHow to create a task in ClickUp
Learn how to create a task in ClickUp from a List view: open Add Task, name the task, and save it with Create Task so it appears in your List.
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ClickUp5 steps2 min readHow to create a task template in ClickUp
Save any ClickUp task as a reusable template from its three-dot menu, name it, check what it includes, and save it in five quick steps.
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ClickUp7 steps2 min readHow to create automations in ClickUp
Set up a ClickUp automation on a list: pick a trigger and an action, such as assigning every new task to a teammate, and save the rule in minutes.
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ClickUp5 steps2 min readHow to create task dependencies in ClickUp
Learn how to make one ClickUp task wait on another by adding a Blocked by dependency from the task view, so your team knows what to finish first.
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ClickUp5 steps2 min readHow to filter tasks in ClickUp
Filter tasks in a ClickUp List by priority: open Filter, add a Priority condition, pick a value, and see only matching tasks in your view.
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ClickUp5 steps2 min readHow to invite people to a ClickUp workspace
Invite people to your ClickUp Workspace from the sidebar: enter an email address, pick a role such as Member or Guest, and send a free invite.
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ClickUp5 steps2 min readHow to set a recurring task in ClickUp
Make a task repeat on a schedule in ClickUp. Open the due date picker, choose Set Recurring, pick Weekly, save, and confirm the recurring icon.
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ClickUp4 steps2 min readHow to set due dates in ClickUp
Set a due date on any ClickUp task from the List view. Pick a quick option such as Next week or a day on the calendar and see it in the Due date column.
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ClickUp4 steps2 min readHow to set task status in ClickUp
Change a task's status in ClickUp from its list row. Open the status menu, pick a new status, and watch the task move to its new group.
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ClickUp4 steps2 min readHow to track time in ClickUp
Log time against a ClickUp task by typing an amount such as 1h 30m in the Track time field, then confirm that the total shows on the task.
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ClickUp3 steps2 min readHow to use board view in ClickUp
Switch a ClickUp List to Board view and drag task cards between status columns to update progress at a glance, with no extra menus needed.
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ClickUp4 steps2 min readHow to use ClickUp AI
Use ClickUp AI to draft text inside a Doc. Open Write with AI, describe what you need, review the result and insert it below with one click.
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ClickUp6 steps2 min readHow to use custom statuses in ClickUp
Add a custom status such as In review to a ClickUp List: open Task statuses, turn on custom statuses, name the new status, apply it, then pick it on a task.
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ClickUp5 steps2 min readHow to use Gantt view in ClickUp
Add a Gantt view to a ClickUp List, read your tasks as bars on a timeline, and switch the time period between Day, Week, Month, Quarter and Year.
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ClickUp7 steps2 min readHow to use goals in ClickUp
Learn how to create a goal in ClickUp, set who can see it, and add a numeric target so you can track progress toward a clear, measurable result.
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ClickUp6 steps2 min readHow to use list view in ClickUp
Group tasks by Priority, show or hide columns such as Status, and open a task from the List view in ClickUp to keep a project list easy to scan.
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ClickUp6 steps2 min readHow to use sprints in ClickUp
Create a Sprint folder in ClickUp, review the measure of effort and sprint length, and open your first sprint with its backlog and reporting tab.
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ClickUp4 steps2 min readHow to use workload view in ClickUp
Add a Workload view to a ClickUp List to see who is assigned what each day, spot busy days early, and read task counts per person at a glance.
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