How to Create a Project in ClickUp
Here’s a step-by-step guide to help you create a project in ClickUp:
- Go to the Space where you want to create the project and click the ellipsis icon.
- Select the '+Create new' button.
- Select 'Folder'.
- Name the Folder.
- Click 'Create Folder'.
- Click the '+ Add Task' button to create a new task and enter the task name.
- Add details to the task such as descriptions, due dates, assignees, subtasks, attachments, and custom fields.
- Add custom fields such as priority, status, due dates, and more to tailor the information you track by clicking the add icon.
- Click the '+View' to add views and track your project using different views.
- Click the 'Automations' button in the upper right corner to set up automation rules that streamline repetitive tasks and processes.
- Click the 'Share' button to invite team members to collaborate on the project.
- Click 'Invite' to share your list to anyone.
- 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.