Basics

To learn more about a specific topic, click on the individual pages.

brought to you by AskYvi.com

 Workspace

space space space

USER ROLES

owner admin member guest

Yourself Internal Management Internal  External

(person who created the Highly trusted to manage  Other employees or  Vendors, Clients or 
workspace) your workspace trusted team members outside with limited
full access medium access access
Free Forever Plan
Unlimited tasks
100MB file storage
100 uses of Custom Fields
100 uses of Goals
100 uses of Portfolios
100 uses of Dashboards
100 Custom Views
400 Folders in a Space
100 Lists in a Space
100 Lists in a Folder
5 Spaces
Create and edit Permissions
Basic Reporting
Unlimited Plan
∞ file storage
∞ Spaces, Folders and Lists
Cloud storage integrations
Advanced Reporting
∞ Custom Fields
∞ Goals
∞ Portfolios
∞ Views
∞ Dashboards
List View Column Calculations
Delegate Reminders
Gantt View
Box View
Form View
Advanced member &
guest Permissions
∞ read-only guests
Future Recur. Tasks / Calendar
Restrict guest visibility for
Time Estimates, Time Tracked,
Tags, and Custom Fields
5 perm. controlled guests
2 add'l guests per
Workspace member
Business Plan Enterprise Plan
Everything in the Unlimited Plan Everything in the Business Plan
plus: plus:
Two Factor Authentication  Single Sign-On (SSO)
Google Single Sign On  Contract review & HIPAA
Share Portfolios Increased API limits
Goal Folders Custom onboarding
List View Exports Dedicated success manager
Protect Views Advanced permissions
Workload Chart
Set Default Views
Personal Views
Forms branding,
customization, & field options
All Dashboard widgets
∞ Critical Path calculations 
10 perm. controlled guests
5  add'l guest
per Workspace member
ACCESS

WEB BROWSER DESKTOP iPAD & iPHONE ANDROID

QUICKSWITCH
Keyboard navigation by pressing the letter K or click

Move quickly between:

Spaces
Folders & Lists
Views
Inbox & Profiles
SLASH COMMANDS
Use / with the quick switcher
for more powerful navigation!

Pro Tips:
Type / me  to quickly assign a task to yourself 
Type /closed  to quickly close a task (or just use / cl to be even
faster)this also works for /done  and /complete 
You can use space  or enter  to select a command
You can use tab  or the arrow keys to browse through commands
In a task, create subtasks super quick by typing / - 
 Task Views Page Views
VIEWS See all your data from different angles

Best for sorting,

For adding/gathering more information and
references

filtering, grouping Best for creating and

List

DOC
and customizing sharing SOPs and
columns other knowledge
bases
Best for visually

Board
seeing status and

Conversation
Best for chatting in
whats next
real-time about
tasks with your team

Best for managing

Box
workload Best for linking
outside apps &

Embed
websites directly
inside your ClickUp
Calendar

Best for planning

and scheduling

Best for gathering,

Form
organizing and
Best for
collecting new data
Gantt

dependencies and
project mapping