ClickUp features can help project managers with their tasks and responsibilities, including mapping timelines and delegating work, etc. Task Hierarchy makes finding and organizing your team’s activities quicker. Here is the intuitive structure it follows and the applicable shortcuts and hotkeys where available: Workspace A Workspace represents all the members of the organization. Each Workspace is completely independent of others. To create a Workspace: 1. Launch ClickUp and click on your profile avatar. 2. Select “Settings,” then “Workspaces.” 3. Click on the “+” to add a new Workspace. Alternatively: · Click on the “+” sign from your “Settings” menu. Space Each Workspace is organized into Spaces acting as departments. You may decide to create a space for each client you work with, or one “Clients” Space with Folders or Lists for each client. The “Spaces” option is always found in the menu bar. To create a Space: · From the menu bar on the left, click on the “+Add Space” button to create a new Space. Folder Folders reside in Spaces and keep all the task lists associated with your project. There are groups of lists that contain tasks. To create a folder: 1. In the upper left corner, click on the “>” sign to expand the sidebar. 2. To the right of the Space name, click on the “+” sign. 3. Either create a new Folder from scratch or by using a template. 4. Select “Create Folder.” List Lists include tasks that need to be complete, like containers for your tasks. They can be used for things like sprints and anything to keep you organized. To create a new list from the menu bar: 1. Click on the “+” sign to the right of “Space” to open the Space options. 2. Click on “New List.” List View This is a required task view offered for every Space, Folder, and List. It’s adaptable in terms of sorting, filtering, and grouping. · The hotkey for a list view is “l.” Task Tasks are actionable items using status progress from “Open” to “Completed. They contain subtasks, comments, and more. Shortcuts and hotkeys for lists: · “t” to create a new task. · “ESC” to close a window or task · "l” takes you to the previous task · “@@” to mention a task in a task description or comments field · Ctrl + k (Windows) or cmd + k (macOS) to anchor a link in comments or task description · “q” to show or hide a sidebar · Ctrl + shift + left or right arrow (Windows) or cmd + shift + left or right arrow (macOS) to move to the next task · Once you’ve created a new task, type “1” for open with, “2” for move to tray with, and “3” to copy URL with Subtasks Subtasks break complex tasks into smaller tasks. To create a subtask from a task: 1. Select the task you’d like to create a subtask from. 2. At the top of the window, click on the three-dotted icon. 3. Click on the “Make subtask” option. 4. Select the task to inherit this subtask. Checklists These are the steps necessary to complete tasks. They can be included inside of tasks and subtasks. To start a checklist from a template: 1. Select the task you wish to create a checklist for. 2. Then, from the “To Do” section, select “Add.” 3. Select “Checklist,” then choose a template from the left sidebar. 4. Click on “Use Template.” Multiple Assignees You can assign tasks and subtasks to members of your team. A shortcut for using multiple assignees is: · “m” to assign a task to yourself while viewing it. Priorities Based on how urgent a task is, you can add a priority flag to each one. To enable priorities in one or more of your Workspaces: 1. Launch ClickUp and click on your profile avatar. 2. Select “Settings” then from the left sidebar, “ClickApps.” 3. Toggle on “Priority” from the “ClickApps” section. Box View Box view allows you to monitor your team’s progress if you’re working from home. From a glance, you’ll be able to see what’s being worked on, what’s been completed, and who has too much work to complete. · The hotkey for switching to Box View is: “b” or “x.” Gantt View For planning your projects you’ll need the Gantt View. To add one: 1. From any List, Folder, or Space, select the “+” sign. 2. Click on “Gantt,” then name your chart. 3. You can either mark it as a “Personal” view or not. 4. Pin it for quick access.