Project & task management

ClickUp

Manage tasks and subtasks with checklists, custom fields and scheduled follow-up.

Workflow use

This profile describes the product. No current evidence-qualified workflow assignment is available in the visible catalogue.

Explore reviewed workflows

Overview

ClickUp organises work as named tasks in Lists. Add checklists, custom fields and dependencies, then confirm the location, responsible person and dates for each action.3 1 2

What you can do

Reuse task templates for repeated work.1
Break a task into a checklist of smaller actions.1
Keep additional task details in Custom Fields.1
Link tasks through dependencies.1
Choose task dates using the calendar control.1
Create subtasks with an assignee and due date in List or Board view.2

Get started

Choose the intended Workspace location, then use Create task in the toolbar.1
Name the task and confirm its location; add agreed task details before saving.1
For an approved follow-up under an existing task, name the subtask and set the confirmed assignee and due date using the documented List-view flow.2

Ways to use it

Ideas based on documented features.

Record approved meeting follow-up as assigned, dated subtasks within the relevant parent task.2
Standardise repeatable work with a task template and checklist.1

Before you start

Tasks have one parent List by default, so choose the destination deliberately.3
An owner or administrator must enable nested subtasks.3
The documented task limit is 1,000 subtasks, including nested levels.2