There are so many amazing features within ClickUp. The Sidebar is the mission control center for navigating your Workspace. It’s where you can customize your layout, archive folders, and so much more.
We’ll also be covering the List Settings in ClickUp. Within those settings, you’ll be able to Pin a particular view, apply a template, and even share the list.
First, click on the Settings icon to the right of the Spaces label. This is where the Sidebar Settings are located.
The first option is the layout and style or how your workspace looks.
When you click Layout Size & Style, you’ll see a few different ways to style your ClickUp. Play with options and pick which one works best for you. It will change the size and placement of spaces, icons, and your Favorites List.
Within ClickUp, you can archive tasks, lists, folders, and spaces.
When you archive a feature, it removes it from view but doesn’t delete it. When you delete it, it stays in your Deleted Folder for 30 days, and then it’s gone. I try not to delete anything because I may need it in the future. I prefer to archive.
When you archive within ClickUp, an archive icon will appear next to the space, folder,
or list. That will make the space, folder, list, or task active again. You can unarchive by clicking on the arrow pointing left next to the folder or list.
You can hide all of your archived lists by adjusting the settings in the Sidebar Settings menu.
There are a few other Sidebar Settings that may be useful.
We won’t be covering all the settings within ClickUp, but know that there are settings wherever you look! One of the great benefits of ClickUp is that it’s versatile and can be set up to function how you want it to.
Within a list, there are many different settings.
Within the sharing and permissions, you can distinguish the level of access that someone will have to your workspace.
Templates are an amazing feature of ClickUp. They allow you to work smarter, not harder, because you don’t have to keep reinventing the wheel for every single project, task, etc.
Within the Template Center, you can use a template that has already been created within ClickUp, save a new template, or update an existing template.
Please note that not all of these additional settings are not available on the Free or Unlimited Version. Some of them are only with the Business Plan.
A few of the settings I use most often:
Take some time to review your settings and ensure they are set up for maximum efficiency within ClickUp.
If you want more support in setting up ClickUp, check out Level Up with ClickUp. We dive deep into developing YOUR ClickUp to manage your business and processes like:
At the end of the program, you’ll have a foundational built-out workspace inside your ClickUp. It also includes Live Q&A, so you can get all your questions answered as you build your spaces.
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