How to Create a Project in ClickUp



Guide

  1. Go to the Space where you want to create the project and click the ellipsis icon.

  2. Select the '+Create new' button.

  3. Select 'Folder'.

  4. Name the Folder.

  5. Click 'Create Folder'.

  6. Click the '+ Add Task' button to create a new task and enter the task name

  7. Add details to the task such as descriptions, due dates, assignees, subtasks, attachments, and custom fields.

  8. Add custom fields such as priority, status, due dates, and more to tailor the information you track by clicking the add icon.

  9. Click the '+View' to add views and track your project using different views.

  10. Click the 'Automations' button in the upper right corner to set up automation rules that streamline repetitive tasks and processes.

  11. Click the 'Share' button to invite team members to collaborate on the project.

  12. Click 'Invite' to share your list to anyone.

  13. By following these steps, you can create and manage a project in ClickUp, ensuring that all aspects of your project are organized, tracked, and executed smoothly.

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