
How to Create a Workflow with Examples | ClickUp
If you’re looking for an easy way to create a workflow diagram, these two provide all the tools to create and collaborate on workflows in real time. Once you sign up, navigate to + View and select …
- Reviews: 19.7K
ClickUp™ Getting Started
Create your first task. Organizing tasks in ClickUp is simple. Build new tasks from scratch, or generate templates for tasks you use regularly!
Create a task - ClickUp Help
You can create new tasks using the text toolbar from task comments, comments in your Inbox, and Doc comments. This is a helpful way to quickly organize your work so you can return to it later.
How to Create a Client Portal in ClickUp (+Templates) | ClickUp
Mar 21, 2025 · Use this guide on how to create a client portal in ClickUp. Offer your customers a unified platform for communications, tracking, and more.
Create items - ClickUp Help
In ClickUp 4.0, many of the pages opened from your Global Navigation have a create button in the top-right corner of their respective sidebars. The items you can create vary depending on the tab.
Intro to Forms and Form view – ClickUp Help
Use our intuitive form-building experience to quickly create Feedback, Project Intake, Order, Job Application, or IT Request Forms. Or start your Form from scratch and create whatever your team …
Create and access Forms – ClickUp Help
To create a Form from the Sidebar: In the Sidebar, hover over a Space, Folder, or List. Click the plus icon and select Form. From the Create a Form modal, select a template or select Start from scratch …
Custom task types – ClickUp Help
Create your own unique building blocks for your work with custom task types. Whether you track campaigns, content, or projects across your organization, you can create custom items as unique as …
Intro to templates – ClickUp Help
Browse the Template Center to find a pre-made template or create templates from your most frequently-used items and locations. Check out our course on how to Apply and Manage Templates and Build …
Create tasks from task, Inbox, and Doc comments - ClickUp Help
You can create new tasks using the text toolbar from task, Inbox, and Doc comments. This is a helpful way to quickly organize your work so you can return to it later.