ClickUp Views – See all the different views for all the different ways to visualize your project in ClickUp.
- Go to app.clickup.com
- On the top list, you will see “Views”.
- To add a view, click on View and select from the different views.
- Choose from Map, Workload, Mind Map, Table Box, Gantt, and more, depending on your needs.
Watch Amalie Show You How To Use Views in ClickUp:
Read The ClickUp Views Video Transcript
Hello, my name is Amalie Shaffer, and I’m with Systematic Excellence Consulting and today I’m going to go over ClickUp views. So in ClickUp, you have a number of ways to view your data, your tasks, projects, things like that. So what I’m in now is the template that we have, I put in some tasks here, so you can actually see it working.
And the views, which are right up here at the top, can be set at the list, the folder, or the space view, and even the everything view, which would show you everything inside of ClickUp.
So what we’re going to do is I’m just going to walk you through at the list level, and all of these things can have be applied to the folder space, and then even the everything where it would show everything.
Okay, so this is the list view. And each one, I think really comes down to how you prefer to see information, how your brain processes it, and what you’re trying to gain from it, what information do you need from it.
So here’s the list of view. And I have some tasks in here that I put some due dates on so you can see what it looks like. And then this is the board view. So this is very similar to Trello. And, you know, you kind of move them through the statuses here. And then this is the box view. So this is going to be able, you’ll see, each person that’s assigned a task would have their own box. And you can see the different tasks that are listed here.
You know, if you want to click on a task, you can click on it, it’ll open the task up completely there for you. But this will give you kind of a snapshot here and the progress for them getting done. So it says there’s three tasks that are not done and zero that are done. You can create a task from here. Then you can close them up or expand them, and this is telling you workload as well.
The next view here, oh, we can do the time estimate. So I added time to these so you can also see the time estimate here. This is telling me that I have an unsaved view, I’m not going to save it, I don’t normally use the box view. So I’m not going to save that. But that’s what it’s asking me. So I can auto save my view here so everyone will see that calendar view as the other one. I really like the calendar view, particularly when we’re looking at planning for the month content, calendars, things like that.
You can see the tasks, you can create tasks, you can move them around just by you know, by clicking and dragging. You can click on everyone, it’ll show your team members, you can select different people to see what their calendar looks like. And if you want to look at the tasks, you just click on in opens it up here for you.
Again, you can create tasks here. Like I said, when we’re looking at a full view of what we have going on for the month or you know, for planning a project timelines, things like that, we’ll use the calendar view for that. This is the Gantt chart. I personally don’t use this, but it’s here. And obviously you can you know, if this is something you prefer to see, you can look at it that way you can change you know, if something, let’s say we’re going to change the… There we go. So this is gonna be a start and end date.
And if again, you just to click on the task and now it changed it from the start date to Saturday and then the end date for June 14. And then I can always come back. If I don’t want it to be due that day, then I’ll just have it due on the seventh. Then again, if you want to click on this, then you can see the task. If you prefer to see this kind of view, then that works for you. You could add tasks here. And you can filter what you want to look at, you can look at everyone and you can change the colors and the path calculations there.
The next one is timeline. So it’s similar to the Gantt chart here. And here, you can see the tasks. If you click on this, if you want to open it to a new tab, it’ll open it up. If not, you can click on the task, it’ll open it up for you. And you can show overdue or unscheduled. Obviously, these are scheduled because I put due dates in there for them.
And again, you can drag the task out to say when you want to do, and this is clicked here, because I asked it to show me all subtasks and checklists that are assigned to me. Now here, you can zoom out. So if you want to see a larger view of what’s going on, or if you want to zoom in, you can, you know, see what’s going on. Okay, I want to see just this, you know, the next few days, I can do that there.
And you can also group by different things. So if I want to group by status, then it’ll let me group by status, which is kind of a nice way to look at it. So I can see, okay, these are all the ones that are in the to do, in progress, ready for review, that kind of thing. And, you know, maybe this one is ready for review. So I’ll just move it down there. Now it’s going to show me that this one got moved to ready for review. So that’s another way to do that.
Then activity view. This is just going to show you the activity that’s been going on inside of this list. You know, so you can kind of get a breakdown of what’s going on.
Workload, this is going to show the workload for me since I’m the one that’s assigned the tasks. Okay, and so it’s showing over capacity, because I had, so this is showing on an eight hour basis, but because of the tasks that we saw, now I can break it down and look “Okay, you know what, let me I’ll just move this over to Thursday, because I don’t want it to be at capacity for eight hours”.
And it’s showing you right, so I don’t have any work scheduled for Monday, Tuesday, Wednesday, but I have three hours scheduled. We use this when we’re looking at assigning tasks and projects to our team members, the workload is really nice, because we can see, “okay, are they maxed out? Do we need to move something around?” And, you know, if we want to, I can move this over here.
And then it’s going to show the workload, so then it’s splitting it up over the days. So it’s splitting it up across the days that I’ve assigned it, you know, if I don’t want, I just want it to be on Wednesday, like this, then it’s gonna split it up over the three days as well. So it definitely helps with time management. And like I said, we use this when we are looking at assigning things to our team members. And you can do it by task or you can do it by the time estimate.
This is for sprint points. We don’t use that personally. But you can opt to use that and organize it that way. You can group by assignee. You would have to have the enterprise subscription in order to group by anything else. Then you can move forward into the different weeks of the month to see what’s going on and what kind of things you have going on.
Again, just over here, if you want to see everyone or specific people, you would just click on that and select the person on your team to see that.
Now, table view, this is a lot like air table, this view in particular, and you can add additional columns. So I’ll just add one, you know, we use the asset folder link a lot. So that’s how we instead of putting it into the description of the task, we put it into a custom field. And then you can hide these if you don’t want it. If you want to pin this column, hide this column, you can hide it. And then to see the task, you just open it up this way.
So this is just another view of the same information, you can add a task down here, just like any other place. If these are showing dependencies, that’s what that’s there for. So if we want to group by status, then what it did here for us is if I had multiple tasks that were ready for review, they would be listed under here or same thing for in progress and to-do.
Assigning, it’s gonna group by assignee. Now, I’m the only one that’s assigned these tasks. So it’s just gonna be, it’s just gonna be grouped for me. You can do due date. So now it’s going to show overdue today, tomorrow, it’ll show it that way. And if we want to see the subtasks, then it’ll show us the sub tasks. When it has this little symbol, that’s the subtasks.
Now, the way that you add a view is clicking on view and then you can select from the different views, map is when there are tasks that are associated with our specific location, we don’t personally use that, we all work remotely, so we don’t need that. But that’s there for you.
And then there’s a doc, a chat, embed and a form and I’ll be going over these in future videos, but just know that that’s where they are.
So let’s say you, excuse me, let’s say they’re in the list view, you want to just have a view of your own tasks, but not everyone else’s, you would just click on View, we’re going to add a list. And it’ll add a second list and then that’s where we can do, you know, we can group by assignee. Or let’s today. So we want it grouped by that. And this is in this view. So this is the view that we’re working on right here.
And then in this one is just the normal one, and you can rename them too. So if we wanted to call this one Task View, then Task View would just live there. Or maybe it’s the view. So it’s not saving, because I didn’t save it. But if we were, this is the view that you’re going to have it organized by the assignee here, you would just set that or you know, by due date. So let’s just say it’s here, you would save this view, I’m not going to save it because we don’t want it to be saved. But then what you can do is you’ll have your Task View, which might be this one where it’s broken down by each person.
Then you have your full list view where you can see everything and you can do the same thing, have multiple views of each of these as well, which just helps you figure out, you know, the best way for you to look at your data and figure out what you need.
Again, you can do that. All of these settings are available for the folder and space level. So if we’re looking at the folder here, oops. We were in the blog list. So you can see that here. And then we’re going to go to the full content management, then we can see… I don’t think with the board view, it can be a little bit much to see all of that at the same time. But if you wanted to use a board view, you might create a new view that just shows you all the to do lists, or all the things that are ready for review, in the board view. Otherwise, this is going to show you everything.
And what we can do is we can actually show empty statuses. We want to show maybe you want to see closed tasks, sub tasks, all of that. That would be available to you. And then again, you’d be able to do the same thing with the box view. I don’t have this as these are templates. So I don’t have any other. I don’t have anything assigned in these so it won’t show it’ll be mostly unassigned.
Yeah, so okay, so that is views in ClickUp and I hope that was helpful. Thank you so much for watching.
My name is Amalie, and I’m with Systematic Excellence Consulting and make sure that you subscribe to the channel to catch our future videos. If you’re looking for any additional help or support, there is a link in the comments or in the description to book a free call. And you know, see if there’s a way for us to support you so you can get yourself set up in ClickUp. Thank you so much.
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