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Comment utiliser ClickUp : Guide pas à pas pour débutants (2026)

par | Last updated Aug 18, 2026

Démarrage rapide

Ce guide couvre toutes les fonctionnalités de ClickUp :

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

I have run client work inside ClickUp for three years across two teams.

Every step below comes from daily use, not from a marketing page.

ClickUp feature overview

ClickUp is one of the most flexible project management tools available today.

But most ClickUp users only touch the surface of what the app can do.

This guide shows you how to use ClickUp feature by feature.

Étape par étape, avec captures d'écran et conseils de pro.

Tutoriel ClickUp

This How to Use ClickUp tutorial walks through the ClickUp hierarchy first, then every major feature.

Start at the top and you will learn ClickUp faster than skipping around.

ClickUp

Run projects, docs, goals, and chat inside one app. ClickUp replaces three or four separate tools for most teams. The free plan never expires and no credit card is needed to start.

Premiers pas avec ClickUp

ClickUp onboarding takes about three minutes from sign up to first task.

Complete this one-time setup before you touch any feature.

Here is my own workspace after setup:

expérience personnelle ClickUp

Passons maintenant en revue chaque étape.

Étape 1 : Créez votre compte

Go to the ClickUp website and click Sign Up.

Enter your email and set a password to create your ClickUp account.

ClickUp emails you a verification code that you paste back into the sign up screen.

Point de contrôle: Your inbox holds the verification code within a minute.

Step 2: Set Up Your Profile and Workspace

Pick an avatar and a theme color for your profile.

Choose whether the account is for you alone or for a team.

Then confirm your team size and name your new workspace after your entreprise.

Upload your company logo as the workspace avatar so teammates recognise it.

Point de contrôle: Your workspace name shows in the top left corner.

Step 3: Build Your First Space

Name your first Space, switch on the ClickApps you want, and invite teammates.

ClickApps control specific features like Priorities, Tags, and custom fields.

You can also import tasks from Asana, Trello, or a spreadsheet at this point.

Finish by adding the ClickUp apps for desktop and mobile from the same settings menu.

✅ Terminé : With your workspace set up, you can use any feature below.

How to Use ClickUp Project Manager

Gestion de projet lets you plan work across Spaces, Folders, and Lists without losing the thread.

Voici comment l'utiliser étape par étape.

Step 1: Map Your ClickUp Hierarchy

ClickUp structures work into five levels: Workspace, Space, Folder, List, then Task.

Your ClickUp workspace sits at the top, and every ClickUp Space below it holds its own settings.

Create one Space per department and one Folder per client inside it.

Spaces Folders Lists: these three containers are the key elements above every task.

Go deeper with a vertical hierarchy, or wider with a horizontal hierarchy of parallel Spaces.

Once created, a Space can be shared with everyone or kept private.

Step 2: Create Lists and Tasks

Add a List for each project, then create tasks inside that List.

Give every task an assignee, a due date, and a time estimate.

Voici à quoi cela ressemble :

Gestion de projet Clickup

Point de contrôle: The view updates without a page reload.

Étape 3 : Suivre les progrès

Open the Everything view to see all tasks across the workspace at once.

Use My Tasks when you only want your own queue.

✅ Résultat : A clear vertical hierarchy that any new teammate can read in a minute.

💡 Conseil de pro : Work cannot move between Workspaces, so keep related teams in the same workspace from day one.

How to Use ClickUp Kanban

Kanban lets you see project status as cards you drag between columns.

Voici comment l'utiliser étape par étape.

Étape 1 : Passer en mode Tableau

Open any List and click the plus icon beside the view tabs.

Pick Board view from the menu of different ways to display the same données.

Step 2: Set Your Statuses

Group the board by Status and edit the columns to match your real workflows.

Keep statuses consistent across every List so reporting stays honest.

Voici à quoi cela ressemble :

clickup kanban

Point de contrôle: The view updates without a page reload.

Step 3: Drag Tasks Forward

Drag a card into the next column to update its status immédiatement.

Ajouter un automation so assigning a task also moves it to In Progress.

✅ Résultat : A board your team can scan in seconds during stand-up.

💡 Conseil de pro : Board view and List view can sit as two tabs on the same List.

How to Use ClickUp Time Tracker

Suivi du temps lets you log hours against tasks and compare them with your estimates.

Voici comment l'utiliser étape par étape.

Step 1: Turn On the Time Tracking ClickApp

Open Workspace settings, choose ClickApps, and switch on Time Tracking.

Turn on Time Estimates in the same panel.

Étape 2 : Démarrer le minuteur

Open a task and hit the timer, or track time from the ClickUp app on your phone.

You can also enter hours by hand after the fact.

Voici à quoi cela ressemble :

suivi du temps de clic

Point de contrôle: The view updates without a page reload.

Step 3: Review the Numbers

Build a time report in a Dashboard to compare tracked hours against estimates.

Check it weekly to understand real team capacity.

✅ Résultat : Honest data on where your week actually goes.

💡 Conseil de pro : Add estimates before work starts, not after, or the comparison tells you nothing useful.

Comment utiliser ClickUp AI Automation Builder

Automatisation par l'IA Constructeur lets you describe a repetitive rule in plain English and let ClickUp build it.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir les automatisations

Click the Automate button in the top right of any List or Space.

Choose the AI builder instead of the manual trigger form.

Step 2: Describe the Rule

Type something like: when status changes to Review, assign Sarah and set a due date.

ClickUp turns that sentence into a trigger and an action.

Voici à quoi cela ressemble :

générateur d'automatisation ClickUp AI

Point de contrôle: The view updates without a page reload.

Étape 3 : Tester et publier

Run one task through the workflow before you switch the automation on for everyone.

Recurring tasks work well here and cut out most manual admin.

✅ Résultat : Repetitive steps handled by the app instead of by your team.

💡 Conseil de pro : Start with two automations per Space. More than that and nobody can explain why a task moved.

Comment utiliser les modèles ClickUp Builder

Modèles de constructeur lets you save a working project setup and reuse it for the next client.

Voici comment l'utiliser étape par étape.

Step 1: Build One Project Properly

Set up a List with the statuses, custom fields, and related tasks you want to repeat.

Get it right once before you save it.

Step 2: Save It as a Template

Click the three dots beside the List and choose Templates, then Save as Template.

Decide whether due dates carry over relative to the start date.

Voici à quoi cela ressemble :

Modèles ClickUp Builder

Point de contrôle: The view updates without a page reload.

Step 3: Apply It to New Work

Use the Quick Create menu to spin up a new List from your template.

Browse the ClickUp template library for ready-made project structures.

✅ Résultat : A new project scaffolded in ten seconds instead of forty minutes.

💡 Conseil de pro : Template your onboarding checklist first. It is the process you repeat most and document least.

Comment utiliser ClickUp Calendar

Calendrier ClickUp lets you block time for tasks instead of hoping they fit around meetings.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir la vue Calendrier

Click Calendar in the sidebar to see tasks laid out by date.

Drag a task onto a day to set or change its due date.

Step 2: Connect Google Calendar

Open settings, find Integrations, and connect Google Calendar.

Meetings and tasks then share one view.

Voici à quoi cela ressemble :

ClickUp

Point de contrôle: The view updates without a page reload.

Step 3: Time Block Your Week

Drag tasks into empty slots to reserve focus time.

Protect two long blocks a week for deep work.

✅ Résultat : A calendar that shows commitments and actual task work together.

💡 Conseil de pro : Sync runs both ways, so declining a réunion in Google clears the block inside ClickUp too.

Comment utiliser ClickUp AI Notetaker

Preneur de notes IA vous permet de capturer notes de réunion and turn decisions into tasks automatically.

Voici comment l'utiliser étape par étape.

Étape 1 : Connectez votre outil de réunion

Link Zoom, Google Meet, or Teams from the integrations settings.

Allow the notetaker to join calls on your calendar.

Step 2: Run the Meeting

The notetaker joins, records, and writes a summary into ClickUp Docs.

Nobody has to volunteer as scribe.

Voici à quoi cela ressemble :

ClickUp

Point de contrôle: The view updates without a page reload.

Step 3: Convert Actions to Tasks

Open the summary and click any action item to create a task from it.

Assign owners before you close the doc.

✅ Résultat : Meeting decisions living as tasks instead of dying in a notebook.

💡 Conseil de pro : Rename the generated doc straight after the call. Ten untitled summaries are impossible to search later.

Recherche d'entreprise lets you find any task, doc, or file from a single search bar.

Voici comment l'utiliser étape par étape.

Step 1: Open Command Center

Press Cmd or Ctrl plus K anywhere in the app.

Type what you remember, not the exact title.

Step 2: Connect Your Other Tools

Add Google Drive, Slack, or your cloud storage from the connected apps panel.

Search then covers those tools as well as ClickUp.

Voici à quoi cela ressemble :

ClickUp

Point de contrôle: The view updates without a page reload.

Step 3: Filter the Results

Narrow by Space, assignee, or date to cut the noise.

Save a search you run often.

✅ Résultat : One search bar covering your tasks, doc pages, and files.

💡 Conseil de pro : Search only reaches Spaces you have access to, so private Spaces stay private.

Comment utiliser ClickUp Brain

ClickUp Brain lets you ask questions about your projects and get answers drawn from your own data.

Voici comment l'utiliser étape par étape.

Step 1: Open Brain

Click the Brain icon in the toolbar or press the slash key inside a task.

It reads the tasks and Docs you can already see.

Step 2: Ask a Real Question

Try: what is blocking the launch, or summarise this client Folder.

Brain answers from your team’s actions and comments, not the open web.

Voici à quoi cela ressemble :

ClickUp

Point de contrôle: The view updates without a page reload.

Step 3: Generate Work From It

Ask Brain to draft a project brief, then save it straight into ClickUp Docs.

Edit before you share work with a client.

✅ Résultat : Status answers in seconds without chasing anyone on chat.

💡 Conseil de pro : Brain is only as good as your task hygiene. Vague titles produce vague summaries.

Astuces et raccourcis ClickUp Pro

After three years of managing client projects here, these are the habits that stuck.

Raccourcis clavier

ActionRaccourci
Search everythingCmd / Ctrl + K
Quick create menuCmd / Ctrl + Q
Open task trayCmd / Ctrl + J
Assign a task to yourselfCmd / Ctrl + Shift + M

Slash commands work inside any task description or doc as well.

Fonctionnalités cachées que la plupart des gens ignorent

  • Plateau des tâches : Pin high priority tasks to the bottom bar so they follow you around the app.
  • Rappels : Jot down an intrusive thought as a reminder and keep your focus on the current task.
  • Form view: Collect incoming requests as a form so they land as tasks, not as messages.
  • Tableaux de bord : Build one card for project health and one for team capacity, then stop asking for updates.

Here are the benefits my team noticed first:

ClickUp Top Avantages

Try these on your own board this week.

Erreurs courantes à éviter sur ClickUp

Mistake #1: Building the Hierarchy Too Deep

❌ Faux : Nesting Folders inside Folders until nobody can find a List.

✅ À droite : One Space per department, one Folder per client, one List per project.

Mistake #2: Switching On Every ClickApp

❌ Faux : Enabling all ClickApps on day one because the settings page looks exciting.

✅ À droite : Start with Priorities, Tags, and Time Tracking. Add more when a real gap appears.

Mistake #3: Skipping Team Training

❌ Faux : Sharing an invite link and hoping the ClickUp team figures it out.

✅ À droite : Run a thirty minute session, document your workflows in a doc, and pin it.

Dépannage ClickUp

Problem: Notifications Are Overwhelming

Cause: Default settings notify you about every comment and status change.

Réparer: Open notification settings and switch to mentions and assignments only.

Problem: A Teammate Cannot See a Space

Cause: The Space is private, so access was never granted.

Réparer: Open Space settings, choose Sharing, and add the person or make the Space public.

Problem: The App Feels Slow

Cause: Huge views loading thousands of tasks at once.

Réparer: Filter the view by date or assignee, and clear the cache in the desktop app.

📌 Note: If none of these fix your issue, contact ClickUp support from the help menu.

Qu'est-ce que ClickUp ?

ClickUp is a project management and task management tool that holds projects, docs, goals, and chat in one app.

Think of it like a filing cabinet where every drawer also knows who is doing what and when.

Regardez ce bref aperçu :

Il comprend les fonctionnalités clés suivantes :

  • Gestion de projet : Plan work across Spaces, Folders, and Lists without losing the thread
  • Kanban : See project status as cards you drag between columns
  • Suivi du temps : Log hours against tasks and compare them with your estimates
  • Générateur d'automatisation IA : Describe a repetitive rule in plain English and let ClickUp build it
  • Modèles de constructeur : Save a working project setup and reuse it for the next client
  • Calendrier ClickUp : Block time for tasks instead of hoping they fit around meetings
  • Preneur de notes IA : Capture meeting notes and turn decisions into tasks automatically
  • Recherche d'entreprise : Find any task, doc, or file from a single search bar
  • ClickUp Brain : Ask questions about your projects and get answers drawn from your own data

ClickUp Docs sit alongside all of that.

The built-in editor, called Docs, handles notes, project overviews, and standard procedures.

Longer files support nested doc pages and a table of contents.

You can create as many workspaces as your entreprise needs, though work never transfers between them.

Pour une analyse complète, consultez notre Avis sur ClickUp.

ClickUp

That single view is why so many teams consolidate their tools here.

Tarification ClickUp

Voici le prix de ClickUp en 2026 :

PlanPrixIdéal pour
Gratuit$0Solo users learning the hierarchy
Illimité7 $/utilisateur/moisSmall teams needing dashboards and integrations
Entreprise12 $/utilisateur/moisAgencies managing clients and time reporting
EntrepriseCoutumeGrandes entreprises avec sécurité and access rules

Essai gratuit : Yes. The Free plan never expires, and paid plans offer a trial without a credit card.

Garantie de remboursement : Yes, ClickUp offers a 30 day refund window on paid plans.

Tarification Clickup

💰 Meilleur rapport qualité-prix : Unlimited — dashboards, guests, and unlimited storage for the price of two coffees.

ClickUp vs Alternatives

How does ClickUp compare with the other tools teams shortlist?

OutilIdéal pourPrixNotation
ClickUpGestion de projet tout-en-un7 $/mois⭐ 4,3
AsanaClean task management10,99 $/mois⭐ 4,4
Lundi.comFlux de travail visuels9 $/mois⭐ 4,6
TrelloTableaux Kanban simples5 $/mois⭐ 4,4
NotionDocuments et wikis10 $/mois⭐ 4,7
WrikeRapports d'entreprise$9.80/mo⭐ 4.2

Sélection rapide :

  • Meilleur résultat global : ClickUp — the widest feature set for the money
  • Meilleur budget : Trello — free boards that anyone can run in an afternoon
  • Idéal pour les débutants : Asana — fewer settings, so fewer wrong turns
  • Idéal pour la documentation : Notion — stronger writing tools than any rival here

🎯 Alternatives à ClickUp

Vous cherchez des alternatives à ClickUp ? Voici les meilleures options :

  • 🚀 Asana : Cleaner interface with strong timelines. Better when you want fewer choices and faster team adoption.
  • 🎨 Lundi.com : Colourful boards that non-technical departments pick up quickly. Strong for marketing and operations teams.
  • 💰 Trello : The cheapest way to run Kanban. Fine for a small team tracking one project at a time.
  • 🧠 Notion: Best for wikis and connected databases. Choose it when writing matters more than tracking.
  • 🏢 Wrike : Heavier reporting and approval flows. Built for larger companies with formal review stages.

Pour la liste complète, consultez notre Alternatives à ClickUp guide.

⚔️ Comparaison avec ClickUp

Voici comment ClickUp se compare à chacun de ses concurrents :

  • ClickUp contre Asana : ClickUp wins on features and price. Asana wins on simplicity for teams that hate settings.
  • ClickUp contre Monday.com : ClickUp is cheaper per user. Monday.com looks friendlier to people who avoid tools.
  • ClickUp contre Trello : ClickUp wins on depth. Trello wins if you only ever need one board.
  • ClickUp contre Notion: ClickUp wins on task management. Notion wins on docs and knowledge bases.
  • ClickUp contre Wrike : ClickUp is easier to start. Wrike suits enterprise reporting and formal approvals.

Commencez à utiliser ClickUp dès maintenant

Vous avez appris à utiliser toutes les principales fonctionnalités de ClickUp :

  • ✅ Gestion de projet
  • ✅Kanban
  • ✅ Suivi du temps
  • ✅ Générateur d'automatisation IA
  • ✅ Modèles de constructeur
  • ✅ Calendrier ClickUp
  • ✅ Preneur de notes IA
  • ✅ Recherche d'entreprise
  • ✅ ClickUp Brain

Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.

Most people start with Project Management and build the hierarchy first.

Cela prend moins de 5 minutes.

Foire aux questions

Qu'est-ce que ClickUp et comment l'utiliser ?

ClickUp is a project management app. Create a workspace, add a Space, build Lists inside it, then create tasks with owners and due dates.

À quoi sert principalement ClickUp ?

Managing projects, docs, and team workloads in one app. It suits agencies and petites entreprises juggling several clients at once.

Quelle est la meilleure façon d'organiser ClickUp ?

Use one Space per department, one Folder per client, and one List per project. Keep statuses identical across every List.

Puis-je utiliser ClickUp gratuitement ?

Yes. The free plan never expires, allows unlimited tasks and members, and includes Docs, Kanban boards, and basic time tracking.

How to use ClickUp on mobile?

Download the ClickUp app for iOS or Androïde, log in, and your Spaces sync instantly. Timers and comments both work on mobile.

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