How to Create a Project in ClickUp

Quick summary

This tutorial shows how to create a project in ClickUp by setting up a Folder, adding tasks with custom fields, and configuring views, automations, and team sharing. ClickUp's project creation workflow lets teams organize, track, and execute work in one centralized workspace.

Steps

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' from the menu.
4. Name the Folder to identify your project.
5. Click 'Create Folder' to confirm and create it.
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. Click the add icon to add custom fields such as priority, status, due dates, and more to tailor the information you track.
9. Click '+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 with anyone.
13. Your project is now fully set up — all aspects are organized, tracked, and ready for execution in ClickUp.