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How to Create Epic in ClickUp



How to Create Epic in ClickUp: step-by-step guide

  1. Create a Space for your project.

  2. Add a new List specifically for your epic.

  3. Add a detailed task that represents the epic.

  4. Add a description.

  5. Add custom fields and tags for better categorization and tracking.

  6. Add subtasks to the epic task.

  7. Add a checklist for your epic.

  8. You can add files and attach them to your task.

  9. Click on the add icon to link related task.

  10. Click 'Link task'.

  11. Choose from the tasks below.

  12. You can set the due date, assignee, priority and time estimate or add tags for better tracking.

  13. Click the 'Board' option above and use it for better visualization and management.

  14. By following these steps, you can effectively create and manage epics in ClickUp, ensuring that large projects are broken down into manageable tasks and tracked efficiently.

Quick answer: To create an epic in ClickUp, create a space, add a new list, create a task representing the epic with a description, custom fields, tags, subtasks, checklists, and attachments. Link related tasks, set task details, and use the board view for visualization.

About this ClickUp tutorial

Manage large projects effectively in ClickUp by breaking down epics into subtasks, adding checklists, linking related tasks, and tracking progress. This guide shows how to create Epic in ClickUp in 14 steps, starting with "Create a Space for your project" and finishing with "By following these steps, you can effectively create and manage epics in ClickUp, ensur...". The interactive demo above is a click-through copy of the real ClickUp interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to create Epic in ClickUp?

14 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your ClickUp data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under ClickUp. Related guides: How to Create Flowchart in ClickUp, How to Create Goals in ClickUp and How to Create Reports in ClickUp. Last reviewed 05 Oct 2026.

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