ClickUp 101 : Getting Started

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ClickUp is a powerful productivity app that seems to have sprouted up out of nowhere. I hear from so many businesses and brands who use this tool and swear by it, so I decided to check it out for myself.

When I first entered ClickUp, I was a little visually overwhelmed. Where is one supposed to start!?

Today we will be going over creating a space on Clickup. We will also go over each feature within each task page and how to use them.


If you want to follow along in your own workspace, you can sign up for ClickUp for free here.



Getting Started : setting up your space


Let's begin by building a space. On the left-hand side of the page, you will see the "spaces" tab. Click "add new".


Next you can choose your icon and space color. You can also upload a custom icon!

Next up, we can choose our task statuses. I usually go with custom, then add my own statuses later on.

ClickApps are different tools that can be added to your space in order to help you out. I love that it allows you to choose your tools! ClickApps are robust and powerful, so there is definitely a bit of a learning curve. I am planning to write an in-depth blog post about ClickApps in the coming months.

ClickUp does have an explanation of each ClickApp if you hover over the info button.

You can always go back to your space settings in order these off and on.


Next up are views! Views are the different methods of seeing the same set of data / tasks. Based on what type of project you are working on, different views may be best suited for you.





NAVIGATING YOUR SPACE

Congrats on creating your new space! Now what?


Let's start by creating a new list. You can start small just to test it out!

Create a task, then open it up to see what can be customized inside.


Tags, dependencies, assign, set priority

Look at the upper left side of the task page. Let's call this section A for future reference. Here we have the ability to add tags, add dependencies, assign team members, set priority, and mark the task as complete.


Description

Next, look at the description section underneath of section A.

This can be used to take notes, embed, create checklists, and more. You can also expand the description!


To Do : Subtasks & Checklists

Upon entering this section, you'll see that you can add both subtasks and checklists.

What's the difference?


Think of the current task you are in as the parent task. A subtask is a baby task.


Subtasks have the same layout as the parent task, and you will be able to add a separate due date.

People usually use subtasks to hold important, time sensitive tasks.


Checklists are simply a reference list of things to get done before the task is fully completed. They only exist within the parent task.

You can create checklist templates, which allow you to save your checklist for future use. Whenever you create a new task, you'll be able to instantly recreate your checklist.

To create a checklist template, add your list, then click on the three buttons at the top (next to checklist). Then you can save your list as a template.


Attachments

You can easily attach any documents, photos, or links to sites such as Google Drive at the bottom of the page.


due dates & time tracked

On the upper right side of the page, you can see a small calendar icon. Click on this to add the due date for your task!

There is also a "time tracked" feature (if toggled on in your ClickApp settings), which will allow you to track how much time has been spent on the task.


Comments

Lastly, there is a comments feature on the bottom right side of the page. This allows you to view any recent changes to the page. You can also...

  • Mention people

  • Mention tasks

  • Add emojis 🤩

  • Send email updates / comments

  • Leave comments (this space includes the same features seen in the description box)