Home V3: To-do (No List) Section, Custom Views, and more
- Add a new section to brain dump tasks and reminders that haven't yet been categorized
- Create custom sections and views for your Home area
- Add/remove custom widgets (similar to Dashboards)
- Customize how your tasks and reminders appear (choose to show additional columns like time tracking)
- And more...
Merged in a post:
Inbox or In-tray
Create a location for dumping items that come to mind to be processed later. I.e. To-Doist Inbox. Simply a holding spot for all items as they come up, which can later be sorted or moved to projects and next actions. I recommend putting this separate than the lists. Kind of a catchall. This is even more valuable in the mobile app, as things come to mind when on the go, but cant be dealt with at that moment.
In the Calendar for Home add option for next 7 days
Ramon Salinas: The home screen calendar needs a major update!! I would love to able to look at my week rather than just my day.
marked this post as
If you'd like to name some of the features we're considering for home, here's your opportunity (should take ~3 minutes)!
The vision for Home v3 is huge, but we're excited to iterate towards a version you'll love. Stay tuned 💜
What's the release date?
Roushdy Al-Shawwa: It won't be everything at once....but soon™️
Hey Everyone! Excited to bring some updated concepts for Home. Check out the video below, we would love your thoughts!
Hans Lambert Pedersen
Court Skabelund: Interesting concept. I would prefer having a bit more freedom in terms of deciding what grouping you have in the list.
Personally, I work from a list each week where I have tasks planed for each day. This gives me a good overview on the allocation I make for myself for each day and the amount of work I have left. Some tasks are 5 min, some are 3 hours. Being able to see the sum of the time estimate for each day of the week adds a lot of value to me.
Based on this the "Assigned to me" list is what I would work. The private tasks and "My focus" are not very valuable.
Court Skabelund: its so, so, so important that goals are represented on the homepage. the goals that my team are working towards should inform all their decisions about what to focus on next.
Court Skabelund: could you also take a look at sunsama.com and how they help you put tasks on your calendar with a time that you plan to start and stop working on them, WITHOUT affecting the task start/due dates. This would be so incredibly useful to have inside clickup and not to have to use another (very expensive) app for it.
Court Skabelund: IS there an update? Wondering when the "Assigned to Me Widget" will be released? It's hard to track focus projects
Hans Lambert Pedersen: I agree with the bit about selecting your own groupings. I generally prefer to group my tasks by time of day (morning, afternoon, evening). This is especially helpful when there are a lot of tasks for the day. Goals and reminders need to be available somewhere in this area as well. I think it would be helpful to have options on what to see since everyone’s workflow is different.
This video kinda solves my personal to do workflow that I use in another app called Things ( https://culturedcode.c...).
It has this great features that is called “Inbox” which is like a brain dump of all my tasks/ideas. From there you can then decide when you want to do it and it places it in the following depending on the day. “today” auto populates when the task is for today. “Upcoming”, “Someday” and “Anytime”. I love this because I always know what I need to do for today. If I have availability I can pull from the other lists. I can also TAG it if it’s “personal” “work” etc. you can also tag. in my case I tag it to the client. You can also prioritize. From there I decide if it needs to go in the project manager (clickup). This video is showing the clickup is potentially eliminating my need to go to a third-party app to brain dump and then sort further if I need to. You are in the right track. Keep going!! I would recommend downloading the things app on desktop and on mobile to understand the ux and how to use it to get some further inspiration. Thank you. Evita, CEO of Affluence Media Agency
Evita Gonzalez: yeah I’ve been talking to the mobile PM about Things too because they have such a good, easy workflow. Hopefully some of that will make it in!
Evita Gonzalez: No hate all love here, but why try to turn ClickUp into the Things app? People would end up shifting over to ClickUp and Things could lose customers. Why do you use ClickUp and why do you use Things? You are the third person that referring to 'Things' app in a matter of 2 months. Two others mentioned it to me directly.
I like how it links to lineup. That's vital. Notification reminders is also needed. And a way to create tags with a search filter (eg personal or specific work projects (marketing, etc)
Hey all! 👋
I would love to get your feedback on one of the features we're looking at adding to Home v3 that we hope will help you manage your personal workflows better. We keep designing and going back to the drawing board because we want to get things right, so I super appreciate how great you've all been with giving us your honest insights. Here's me rambling for about 6 minutes if you can spare the time!
Note: This is just one of the sub-features for Home that we're looking at building.
Zach: I think this idea is great! I'm actually running a custom view as my week view and utilise the status to separate from the week what I need to get done today across all spaces and lists - I just have far too many tasks daily to use the current Today view!
Zach: Please don't add a 4th Tray / My Work / LineUp! Even if I know they are not exactly the same, we want ONE clever solution, not a bunch of "we're having another great idea what might fit".
The idea to have a list for "Myself" is great, but having the next thing added to look at is not a good idea! I want ONE place to centrally see and manage the work I'm planning to do in the NEXT DAYS.
So my PRO's are:
- Adding "anything" to the list to do it later is very helpful, as it's not always just a task you may want to work at
- Checking the TODOs only for myself might be a good idea, but I'd more like to see it on the entity itself, not on the list.
This is just making ClickUp even more fragmented and yet another "My X" List... making me tired and unfocused.
Instead combine these functionalities into one flexible and central source of truth for planning MY next working days and make it flexible, by allowing to group, not only by Today, Tomorrow and Overdue but by custom groups. Be brave and COMBINE existing functionality like delegate, assign to, My Work, LineUp, Start / Due Dates, Assign ... into one pool to pick MY tasks from and plan MY next working days. Be brave to replace fragmented functionality into one, which is a lot more self-explaning.
And please stop this fragmentation, ClickUp is cool because its clever flexibility, not feature fragmentation and bloat. Keep ClickUp smart.
Thank you (and sorry for my hard words, don't take it too seriously ;))
Zach: Great! This will solve a problem that I'm currently having. I have checklists for things I must do each day, but because they are inside of a Task under the TODAY Status, I can't move them individually to the TOMORROW Status when I checkoff each individual checklist item. And maybe the new To-Do will evolve over time to add the functionally of Sub-To-Dos (indented under the To-Do) and the ability to double-click a To-Do to open it and add notes.
Zach: I really like it. Right now, I'm abusing the due date as a reminder date to get it in my private to-do view in Everything. Also, the idea to link it to different object types is a good approach.
Zach: Would this serve as a sort of replacement for a private 'personal space'?
Zach: Love the idea of having one place to dump ideas and quick tasks then sort or add them to a list later, works for me. One place for line up makes it easier to integrate this into workflow. I think it might become confusing or a task get missed if I check an item off on the to-do list then I also have to select a done status to complete the task. Checking the box on a to-do should complete the task aswell? Will the to-dos disappear when they are checked off the list?
Zach: Hi Zach, I love the direction you're heading with this and currently I'm using ClickUp in tandem with Things3 which is giving me a similar workflow to what guys are putting together.
The big thing I love about the Things3 app is they have a 'When' field and a 'Due Date' field.
To use your Date Picker Design task as an example, I'm not a designer myself yet the designer or developers on my team might want my feedback on something. Maybe it's some copy, maybe it's some ideas, etc... So what I've been doing is tagging the task in Clickup and an Apple Shortcut I have created is triggered when I open the Things3 app, which looks for any tasks with a specific tag via the API, and adds them into T3 app.
Once it's in T3, I will set a date for when I plan on reviewing the task and due date which indicates the latest I should do it.
For example I might have When for tomorrow,I but the due date for this friday. If I can't get to it tomorrow I know I can push it back a few more days but must get it done for Friday.
The problem I've found in Clickup is that "When" i want to work on something usually isn't the 'Due Date'. For me the Due Date is the date it must be done before, the deadline. And ide,ally I want to get it done before the deadline.
I've found that when I was trying to use the 'Home Screen', I would see the due dates for tasks, but found it clunky to plan my day or week and figure out what I wanted to work on.
Another reason I use the T3 app is to capture personal tasks such as doing the mowing, feeding the dog, etc... Stuff I don't want the rest of the team seeing so love how you guys are planning on having the ability to have personal task.
One thing that would be cool is that when you add a task to your todo list, you could alter the name of your personal todo, but still keep the original name of the task.
For 'Date Picker Design', it would be cool if I could have it show as 'review and provide feedback RE: Date picker design'. Otherwise I might forget what I needed to do.
Not sure if this helps or not
Zach: One thing I always wished I could do in the current 'Home' screen is do what you can do in Calendars and use use a date custom field instead of the 'Due Date' field.
I still want to be able to see the Due Date of the task, but also set a 'When' date, and that when date would determine if it's in the 'Today', Overdue, Next, Unscheduled lists.
Then I could drag it over to the calendar and timebox when I will work on the task and not have it screw up the actual due dates of the task.
Zach: I like it and would definitely use it.
Right now, the trouble with "My Work" is that everything in it has to have today's date to show front-and-centre. Yes, there is "Next", but that is very undefined and can have a lot of items on it.
I still think "Today/Next/Overdue" all have a place and are useful and I would want to see them stay (if we could customise them more), but sometimes you just want a simple list that is not tied to dates.
This is why this "To Do" that you have shown is useful.
It would also improve LineUp greatly. It can be used as a way to keep our important tasks up front, which LineUp does but is easily forgotten about.
Some feedback on what you have shown:-
- Allow us to simply type something in that isn't tied specifically to an item in ClickUp.
So many times I have things I know I need/want to do, but don't want to have to make it a task in ClickUp because it takes too much time to do, I just want to really quickly write it down, I am in the middle of something else so don't want to disrupt my flow, or a full-blown task just seems unnecessary. Being able to simply type a line item in would be really useful.
Right now I open Notepad in Windows and type out a bunch of to-dos really quickly. Eventually, Windows will restart itself without my permission and I lose them all. This would really help with Microsoft being annoying and me having a bunch of Notepad files open!
- Linked to that, sub-to-dos would be useful. So if we are typing something manually, the ability to make a sub-to-do, like with checklists.
- The ability to rename "To Do". I can see a world in which you stick something on there that is not "To Do", but is just a reminder or something else, and "To Do" would be confusing. I would like to be able to name it what I want.
- On this note, I can also see it being useful to have separate "To Do" lists that we can create. Maybe we have a list for "Urgent" and a list for "Do at some point", a list for one business and a list for another, etc.
- On that note, Headings inside lists would be good to separate things out. Maybe you have an area of management that you stick a To Do item under, and another area of management for other items, and you visually want to keep them separate.
- I am sure you will do this, but being able to move items up and down the list as we see fit.
- The ability to see it across ClickUp, like "Notepad". So make it a little icon in the bottom-right for quick access. This is key, I think, in order to access it quickly.
- This would also be really useful in the "Location overview" request for each Space/Folder/List ( https://feedback.clickup.com/feature-requests/p/location-overview-in-lists-folders-and-spaces ). Having a quick "To Do" area for each would be useful, just like your idea here for the Home screen.
A couple of possible issues:-
- Will the dates on the right be tied to dates set in the task itself? I can see that getting confusing if they are different, but can also see it being helpful if they can be different.
- The only possible problem I see with this is fragmentation. What if you start using it as a simple list, but forget you have actual tasks sitting waiting elsewhere in ClickUp? Going to actual task lists forces you to see items you have to do. But I guess that's a problem with how you the user actually use this feature and less of a ClickUp problem.
- It could become confusing when you complete a "To Do" as to why the status of the task has not changed. Or perhaps you forget to change it. Maybe a pop-up asking if you want to change the status of the task as well would be useful.
But, yes, this is a good idea!
Aydee: I can also see this being a problem. But I also take Zach's point in the video about someone else being in charge of that task. So maybe a pop-up asking if we want to change the status of the task would be useful when completeing an item.
Zach: How to hide completed tasks/reminders?
Zach: yes! Finally getting towards something actually usable for me.
I think what a lot of people would like to be able to do it to plan further ahead, rather than just today using this kind of to-do list. I don't know if this is something that's already in the works but I have a very similar system that I have set up for myself using custom fields and lists, but I also have automations that move my tasks the the correct places on my "to-do" schedule.
I like to have the automations take care of the bulk of my scheduling for me as I have a lot of repeating tasks, and then I come in on Monday, re-arrange anything I need to re-schedule for the week and then it's set.
So rather than having to come in every morning and spend time forming my to-do list with tasks from all over click-up, it is already ready for me to get working right away and I only have to concentrate on the tasks which are in front of me for today.
Zach: Amazing design and would prefer it rather than having a list view for my personal tasks!
Guy Mannerings: Yeah, My thought is popus etc adds extra bloat and options that need to be thought about when all I want to do is check off a task.
Zach: I like the idea of having a way to have the tasks you actually plan to work on today in one area.
I think it’s also important to be able to quickly add those tasks (braindump) so please allow us to jot quick items, hit Return and create the next task quickly without having to click Add Task.
When you complete items in To-do, when do they go away? Do you start with a fresh empty list the next day (assuming you completed everything in that list)?
I don’t know how you’d go about teaching people that checking off an item here doesn’t complete the actual linked task with multiple statuses, vs the types of things that truly are a todo/done task that
shouldbe completed when you check it off your list. Maybe a toast pops up when you check off an item with multiple statuses that says “would you like to change the status of this task too?” (Obviously with better wording than that). I just know some people will be confused by that.
I’m glad you are trying to solve this though!
Zach: So grateful you guys are working on improving Home, thank you!
Things I like about the features in your Loom:
-Ability to add one-off to-dos that don't necessarily belong in any list
-Ability to check off a to-do without altering the task status
That said, it's still missing the #1 feature that I'm hoping for with Home v3 (and by scanning the other comments, looks like I'm not the only one). The biggest pain point for me in using ClickUp is that there's no clean & simple way to have a list that is auto-populated with tasks based on a "When" date. Right now Home relies solely on Start/Due Date, but for tasks that require many days of work we have to constantly adjust the Start/Due Date to control when it shows up in Home. For a while I tried using a date custom field and a view that filtered by that date custom field, but it just required too many steps and was ugly.
I can think of two potential solutions to this:
- Adding a "Snooze" button for tasks in the Home To-do list. That way it is populated based on Start/Due Date the same as now, but we can "Snooze" the task to bump it back to whatever date we want to next have it brought to our attention.
- Enabling Home to populate tasks based on a custom date field instead of Start/Due Date.
My personal vote is #1 as it would be the most simple and also aligns well with other tools we use everyday (like email clients).
Thanks again for all you guys do to make ClickUp so awesome! I recommend it every chance I get!
Zach: I like/need simple tasks with no other attributes, so I love you're solving for that. I really like line-up, and I like that you've designed it as optional but immediately available without taking prime real estate. I would prefer what you demonstrated over what we have today without any adjustments.
Zach: great overall idea.
What I would miss is organizing my "capacity" not only for today but for more days.
For me there has to be a way to prioritize tasks. Only because something is a todo, it doesn't mean, that is one for now - this few would still require a list or whatever where I put in this stuff.
My proposal would be to build a to-do based on the "task in mutliple list" feature, where I can additionally there are fields I can give (or not give) the task in my personal to-do list. The line-up feature would also work great with that.
What I am saying: great idea, but why not using a "privat list" with "privat statuses" and "privat needs" + lineup functionallity for it. That would give great flexibility for the users, (I could even imagine a feature like making one of the tasks in my todo the subtask of another, but only in the todo) and might be technologically based on your already existing technology. "to much complexity" wouldn't be a argument either, as this list could look like the one shown in the video, but customisable.
Justin Xin: That's the goal here!
Zach: First off, I love how much you are involving users in this process. Thank you!
I have to agree with the person who encouraged you not to create more fragmented features. While I think this is a great idea, I think this could be merged with lineup. Maybe Im missing something, but if I understand correctly, the main difference between the proposed to do feature and lineup is that other people in the workspace can see items in lineup. If that is indeed the only difference, why not combine these features and simply allow the user to mark certain items as private? Then perhaps add an option to view only private tasks, public, or both using buttons or toggles.
Zach: This is the best solutions I have seen so far and really like it. A couple of notes below.
- Most of my firm would want to only use this option. I would not need another My Work or list widget.
- It sounds like it doesn’t automatically populate tasks you’re assigned. You have to add them. I think that is an issue. I would want this to automatically populate so I don't have to manage a My Work area and a lineup. But have the option to drag/drop in order of prioritization.
- Breadcrumbs are essential. If we add a task from a list, I want to be able to see where it's from on this view.
- The checking on my list, but not everyone else's list is super important. Please don't remove that feature from this.
- Would we be able to filter out specific lists? (I.e. We have a holidays list)
- Confirming this means users wouldn’t have to add a private space to add items not related to task.
Zach: Today, I use
Sunsamaas my home to organize the tasks I have for the day and week, mostly because of the feature I miss in ClickUp:
Timeblocking my calendarwith the tasks.
Zach: Awesome! I’m currently using a private space, but I think something like this could change how I work with my personal tasks outside of my org’s project spaces. It will also be great to replace other personal task tracking tools (Excel spreadsheets, Google To Do, etc).
Personally, I think each task in that list should function like a task in a ClickUp list, just without the fancy custom fields. I'd want the list to be as simple as possible, and as fast as possible. I should be able to check off tasks and add new tasks quickly.
It would be great if this could be docked in ClickUp and not be stuck on the Home screen though. Something like the Notepad feature.
Zach: I very much like the idea that you can have things on your ToDo list that don't have a due date - at present every day I need to change the date of items that were in yesterday's Today in Home but I didn't manage to complete. Without assigning them today's date there's no way to bring them to the top of a list. One thing I'm concerned about however is that we end up with two lists of things to do (three if you include LineUp). There needs to be one place that you go to in order to get work done.
Will there be a way to have things that come due today join the ToDo list?
Zach: You caught onto something that I have been using Reminders and my Home page for. I left some comments directly on Loom, but here are a few:
1) I love the concept of linking all these various to dos together.
2) I love the quick add from other contexts. This will make it much more useable. Will there also be a quick shortcut, e.g., R to create a new generic item? I use Reminders as my brain dump currently.
3) I would like to see ability to act on items in To Do. Not just convert to task, but convert to subtask, convert to checklist item, etc. Sometimes I use Reminders as a quick brain dump (thanks to its hotkey)... only to have to re-enter them under the appropriate tasks.
4) Lineup is a neat concept, but I think it's needing something more. Or I just haven't gotten the habit. I think I might like to see an option to have line-up items pinned on top of the list. Kind of "the things to tackle first".
Paul Bright: "The problem I've found in Clickup is that "When" i want to work on something usually isn't the 'Due Date'. For me the Due Date is the date it must be done before, the deadline. And ide,ally I want to get it done before the deadline."
Totally echo this comment about When vs Due!!
Bex: Just as a side comment, not sure if I'm doing full justice to your idea. But as I tend to use my inbox/to dos as a brain dump, I'd prefer private first, then enable public... or I'd have to think first before putting things down. Just my two cents.
Joanna Sun: (replying using a separate account) Yes, I think that makes a lot of sense and I agree it is better if tasks added there would be private first.
Zach: I do think this makes lineup more useful, and also being able to have reminder-like tasks without due dates is super helpful. I hope it will have sort & filter options for custom fields and things besides due dates to make it truly customizable, and we’ll also be able to show things like priority flags?
With this, I wonder how seeing what’s “Next to do” will look either in this feature or other Home features. It would be nice to have a calendar like, or multi-column view for planning what to-do next. I think of Sunsama
Zach: I do something like this already.
"The idea behind a To-Do is it's a place where you could have anything you need to get done and have it in one place"
In my case I have Action list in my Personal space where I put all the tasks I want to work using "Tasks in multiple lists" feature. This is similar to what you are trying to achieve in To Do section.
That list has additional Date custom field "Work On" that helps me to plan what do I do when. So that in the list view (grouped by Work On cf) I will go and distribute tasks that I added on different days of the week. Then in board (kanban) view I will filter tasks that: Status is In Progress or Done OR Work On is Today OR Due Date is Today.
This way helps me to focus on what I am currently working and on what should I work today. And I can go to list view and see my week's schedule.
My current workflow:
- I have lots of projects (Personal, Freelance, Large clients, my own business) in a form of list of folder.
- In each project I decide what should be done next and add to Action list
- I plan my week in Action list List view and set Work On date custom field for each task. This also allows me to not to touch Due dates and Start dates.
- Every day I open board (kanban) view in Action list where I see tasks that I decided to work on today OR that are due today OR that are In Progress OR that are starting today.
I like your approach because:
* it provides a way to add not only tasks but also any other items in ClickUp.
* It has collaboration abilities like adding comments or indication that the item is in Line Up. And it's great that it's limited to only those things so this area stays truly private.
I dislike your approach because: (at least for my use case)
* You add a parallel status Not Done/Done in this section which is great, but for my case it's useful for some tasks to have an ability to stay In Progress. In you approach you actually share Task's real status and I understand the trade off of other items not having a real status and desire to put those together. I would introduce a customizable Status for that section so that I can have Open / In Progress / Done statuses.
* Lack of views. This is not a real issue since you have only to statues (Not Done/Done) but if you'w go with customizable statuses I would add board view for kanban boards. This would be cool.
* Lack of custom fields and dates.
If I would consider this To-Do section as a place for items to work on Today then it's great. If I want to have some more visibility into what I personally plan to work next and I want some automation and filtration so that I can get what's important into this automatically I would expands its abilities.
Zach: I love this. Will there be an option to forward emails to this to-do list? From email client (say Gmail) you could forward emails that you wish to return to later and see them all there when you return to ClickUp. From there, you can easily sort and deal with emails as they would be ClickUp tasks now.
AndyDaSilva52: I wish this was available! I find timeblocking in clickup so challenging
The ability to create tasks without having to assign them to anything until later was a great feature I miss from Todoist.
It is a great brain dump location or when your in hurry on your mobile phone.
Another widget that would be great for the Home screen is one just for reminders.
I would also love to be able to customise the "Overdue" and "Next" sections to my liking - so I determine how far ahead "Next" sees, manual order of things in "Overdue", etc, and the ability to put "Next" above "Overdue".
Zach Adding to this, it would be great to get filters for the different sections of "My Work", as well as filters for the various Home screen widgets.
So, for example, the Calendar on my home screen could show tasks from all locations, while "My Work" only shows stuff assigned to me, and under that, "Today" shows everything while "Next" excludes tasks in a certain List.
This would solve a problem I currently have which is:-
* I have repeating daily tasks which are merely an outline schedule of my day ("Time Blocks") which are in a certain List. I want to see them on my calendar. I use this to block time areas of work, life, etc, but not get down to task specifics.
* Under "My Work", I want "Today" to show those Time Blocks because then they will show up properly on Android.
* But also under "My Work", I don't want "Next" or "Overdue" to show those Time Blocks, because I only want them to show upcoming or overdue real tasks.
If we could get this kind of granularity, it would be really useful!
Guy Mannerings: Dude, same. Sounds like we have the exact same use case. I second this.