ClickUpの使い方：初心者向けステップバイステップガイド（2026年版）

執筆者ファヒム・ジョハルダー | Last updated Aug 18, 2026

クイックスタート

このガイドでは、ClickUpのすべての機能について説明します。

はじめる — Create your ClickUp account and build your first Space
プロジェクト管理の使い方 — Plan projects, assign owners, and track progress in one app
How to Use Kanban — Drag tasks across columns so your team sees status instantly
時間追跡の使い方 — Log hours against tasks and compare them to your estimates
AIオートメーションビルダーの使い方 — Describe a rule in plain English and let ClickUp build it
ビルダーテンプレートの使い方 — Save a working setup and reuse it for every new project
ClickUpカレンダーの使い方 — Schedule task work and sync it with Google Calendar
AIノートテイカーの使い方 — Capture meeting notes and turn decisions into tasks
エンタープライズ検索の使い方 — Find any task, Doc, or file from one search bar
ClickUp Brainの使い方 — Ask questions about your work and get answers from your own data

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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 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.

スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。

ClickUpチュートリアル

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.

クリックアップ

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.

今すぐクリックアップを試してみよう →

レビュー全文を読む →

CLICKUPの代替案 →

ClickUpの始め方

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:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

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.

✓ チェックポイント: 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 仕事.

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

✓ チェックポイント: 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.

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

How to Use ClickUp Project Manager

プロジェクト管理 lets you plan work across Spaces, Folders, and Lists without losing the thread.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: The view updates without a page reload.

ステップ3：進捗状況を追跡する

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

Use My Tasks when you only want your own queue.

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

💡 プロのヒント: 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.

以下に、その使用方法をステップごとに説明します。

ステップ1：ボードビューに切り替える

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 データ.

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.

これがその様子です。

✓ チェックポイント: The view updates without a page reload.

Step 3: Drag Tasks Forward

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

追加するオートメーション so assigning a task also moves it to In Progress.

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

💡 プロのヒント: Board view and List view can sit as two tabs on the same List.

How to Use ClickUp Time Tracker

時間追跡 lets you log hours against tasks and compare them with your estimates.

以下に、その使用方法をステップごとに説明します。

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.

ステップ2：タイマーを開始する

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.

これがその様子です。

✓ チェックポイント: 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.

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

💡 プロのヒント: Add estimates before work starts, not after, or the comparison tells you nothing useful.

ClickUp AIオートメーションビルダーの使い方

AI自動化ビルダー lets you describe a repetitive rule in plain English and let ClickUp build it.

以下に、その使用方法をステップごとに説明します。

ステップ1：オートメーションを開く

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.

これがその様子です。

✓ チェックポイント: The view updates without a page reload.

ステップ3：テストと公開

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.

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

💡 プロのヒント: Start with two automations per Space. More than that and nobody can explain why a task moved.

ClickUp Builderテンプレートの使い方

ビルダーテンプレート lets you save a working project setup and reuse it for the next client.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

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

💡 プロのヒント: Template your onboarding checklist first. It is the process you repeat most and document least.

ClickUpカレンダーの使い方

ClickUpカレンダー lets you block time for tasks instead of hoping they fit around meetings.

以下に、その使用方法をステップごとに説明します。

ステップ1：カレンダービューを開く

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.

これがその様子です。

✓ チェックポイント: 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.

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

💡 プロのヒント: Sync runs both ways, so declining a ミーティング in Google clears the block inside ClickUp too.

ClickUp AI Notetakerの使い方

AIノートテイカー キャプチャできます会議メモ and turn decisions into tasks automatically.

以下に、その使用方法をステップごとに説明します。

ステップ1：会議ツールを接続する

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.

これがその様子です。

✓ チェックポイント: 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.

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

💡 プロのヒント: Rename the generated doc straight after the call. Ten untitled summaries are impossible to search later.

ClickUp Enterprise Searchの使い方

エンタープライズ検索 lets you find any task, doc, or file from a single search bar.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

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

💡 プロのヒント: Search only reaches Spaces you have access to, so private Spaces stay private.

ClickUp Brainの使い方

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

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

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

💡 プロのヒント: Brain is only as good as your task hygiene. Vague titles produce vague summaries.

ClickUp Proのヒントとショートカット

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

キーボードショートカット

アクション	ショートカット
Search everything	Cmd / Ctrl + K
Quick create menu	Cmd / Ctrl + Q
Open task tray	Cmd / Ctrl + J
Assign a task to yourself	Cmd / Ctrl + Shift + M

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

ほとんどの人が見逃す隠れた機能

タスクトレイ: Pin high priority tasks to the bottom bar so they follow you around the app.
リマインダー: 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.
ダッシュボード: Build one card for project health and one for team capacity, then stop asking for updates.

Here are the benefits my team noticed first:

Try these on your own board this week.

ClickUpでよくある間違いを避ける方法

Mistake #1: Building the Hierarchy Too Deep

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

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

Mistake #2: Switching On Every ClickApp

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

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

Mistake #3: Skipping Team Training

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

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

ClickUpのトラブルシューティング

Problem: Notifications Are Overwhelming

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

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

Problem: A Teammate Cannot See a Space

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

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

Problem: The App Feels Slow

原因： Huge views loading thousands of tasks at once.

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

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

ClickUpとは何ですか?

クリックアップ 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.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

プロジェクト管理： Plan work across Spaces, Folders, and Lists without losing the thread
カンバン: See project status as cards you drag between columns
時間追跡: Log hours against tasks and compare them with your estimates
AIオートメーションビルダー： Describe a repetitive rule in plain English and let ClickUp build it
ビルダーテンプレート： Save a working project setup and reuse it for the next client
ClickUpカレンダー： Block time for tasks instead of hoping they fit around meetings
AIノートテイカー： Capture meeting notes and turn decisions into tasks automatically
エンタープライズ検索: 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 仕事 needs, though work never transfers between them.

詳細なレビューについては、こちらをご覧ください。 ClickUpのレビュー.

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

ClickUpの価格設定

ClickUpの2026年の費用は以下のとおりです。

プラン	価格	最適な用途
無料	$0	Solo users learning the hierarchy
無制限	月額7ドル/ユーザー	Small teams needing dashboards and integrations
仕事	1ユーザーあたり月額12ドル	Agencies managing clients and time reporting
企業	カスタム	大企業は安全 and access rules

無料トライアル: Yes. The Free plan never expires, and paid plans offer a trial without a credit card.

返金保証: Yes, ClickUp offers a 30 day refund window on paid plans.

💰 最もお得な価格: Unlimited — dashboards, guests, and unlimited storage for the price of two coffees.

ClickUpと代替手段の比較

How does ClickUp compare with the other tools teams shortlist?

道具	最適な用途	価格	評価
クリックアップ	オールインワンのプロジェクト管理	月額7ドル	⭐ 4.3
アーサナ	Clean task management	月額10.99ドル	⭐ 4.4
Monday.com	ビジュアルワークフロー	月額9ドル	⭐ 4.6
トレロ	シンプルなカンバンボード	月額5ドル	⭐ 4.4
概念	ドキュメントとWiki	月額10ドル	⭐ 4.7
ライク	エンタープライズレポート	$9.80/mo	⭐ 4.2

おすすめ商品：

総合ベスト： ClickUp — the widest feature set for the money
ベスト予算： Trello — free boards that anyone can run in an afternoon
初心者におすすめ： Asana — fewer settings, so fewer wrong turns
ドキュメント作成に最適： Notion — stronger writing tools than any rival here

🎯 ClickUpの代替案

ClickUpの代替サービスをお探しですか？おすすめのサービスはこちらです。

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

全リストについては、こちらをご覧ください。 ClickUpの代替品ガイド。

⚔️ ClickUpとの比較

ClickUpが各競合他社と比べてどうなのか、以下に示します。

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