ClickUp Hierarchy

So…at the very top of your ClickUp account is your Workspace. This would be something you usually only have 1 of, unless you are working for different companies that all use ClickUp.

So, within your Workspace, you will have Spaces & Folders. You spaces with vary depending on the type of business you have, and if you have team members or employees, etc. See the image on the right for what a Space could look like in many businesses.

Withing your space, you will have folders & lists that relate to that space. For for Marketing, there are folders for Pinterest, Blog Posts, & Instagram. Then within those Folders, are lists for each Marketing Platform…These lists are generally to-do type lists, though you can use them for many other things, like an idea list, a schedule of posts, a list of upcoming posts that you’re still working on.

Now that you have the basics for how the hierarchy works, this is where tasks & subtasks come in. A Space many businesses use the most is one for their clients, generally called something like “Client Projects” “Clients”, “Projects”…you get it…

Within that Space, are Folders for each client. Then, Lists for each phase of the Client Process (booking, revisions, offboarding, etc).

Finally, everything in Green below are the Tasks within each list that need to be completed for each phase of the Client Process. Since this is a process that is completed for EVERY client, it can be made a template, have automatic due dates applied, progress bars, assignees, dependencies…so many options!