Início rápido
Este guia abrange todos os recursos do ClickUp:
- Começando — Create your ClickUp account and build your first Space
- Como usar o gerenciamento de projetos — Plan projects, assign owners, and track progress in one app
- How to Use Kanban — Drag tasks across columns so your team sees status instantly
- Como usar o controle de tempo — Log hours against tasks and compare them to your estimates
- Como usar o Construtor de Automação de IA — Describe a rule in plain English and let ClickUp build it
- Como usar modelos do construtor — Save a working setup and reuse it for every new project
- Como usar o calendário ClickUp — Schedule task work and sync it with Google Calendar
- Como usar o AI Notetaker — Capture meeting notes and turn decisions into tasks
- Como usar a Pesquisa Corporativa — Find any task, Doc, or file from one search bar
- Como usar o ClickUp Brain — Ask questions about your work and get answers from your own data
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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.
Passo a passo, com capturas de tela e dicas profissionais.
Tutorial 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.
Primeiros passos com o 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:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
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.
✓ Ponto de verificação: 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 negócios.
Upload your company logo as the workspace avatar so teammates recognise it.
✓ Ponto de verificação: 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.
✅ Concluído: With your workspace set up, you can use any feature below.
How to Use ClickUp Project Manager
Gerenciamento de projetos lets you plan work across Spaces, Folders, and Lists without losing the thread.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: The view updates without a page reload.
Etapa 3: Acompanhe o progresso
Open the Everything view to see all tasks across the workspace at once.
Use My Tasks when you only want your own queue.
✅ Resultado: A clear vertical hierarchy that any new teammate can read in a minute.
💡 Dica profissional: 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.
Veja como usá-lo passo a passo.
Passo 1: Mude para a visualização do quadro
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 dados.
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.
Eis como isso se parece:
✓ Ponto de verificação: The view updates without a page reload.
Step 3: Drag Tasks Forward
Drag a card into the next column to update its status imediatamente.
Adicione um automação so assigning a task also moves it to In Progress.
✅ Resultado: A board your team can scan in seconds during stand-up.
💡 Dica profissional: Board view and List view can sit as two tabs on the same List.
How to Use ClickUp Time Tracker
Controle de tempo lets you log hours against tasks and compare them with your estimates.
Veja como usá-lo passo a passo.
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.
Passo 2: Inicie o cronômetro
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Honest data on where your week actually goes.
💡 Dica profissional: Add estimates before work starts, not after, or the comparison tells you nothing useful.
Como usar o ClickUp AI Automation Builder
Automação de IA Construtor lets you describe a repetitive rule in plain English and let ClickUp build it.
Veja como usá-lo passo a passo.
Passo 1: Abra as Automações
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.
Eis como isso se parece:
✓ Ponto de verificação: The view updates without a page reload.
Etapa 3: Testar e publicar
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.
✅ Resultado: Repetitive steps handled by the app instead of by your team.
💡 Dica profissional: Start with two automations per Space. More than that and nobody can explain why a task moved.
Como usar os modelos do ClickUp Builder
Modelos de construtor lets you save a working project setup and reuse it for the next client.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: A new project scaffolded in ten seconds instead of forty minutes.
💡 Dica profissional: Template your onboarding checklist first. It is the process you repeat most and document least.
Como usar o calendário ClickUp
Calendário ClickUp lets you block time for tasks instead of hoping they fit around meetings.
Veja como usá-lo passo a passo.
Passo 1: Abra a visualização de calendário
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: A calendar that shows commitments and actual task work together.
💡 Dica profissional: Sync runs both ways, so declining a reunião in Google clears the block inside ClickUp too.
Como usar o ClickUp AI Notetaker
Anotador de IA permite capturar atas de reunião and turn decisions into tasks automatically.
Veja como usá-lo passo a passo.
Passo 1: Conecte sua ferramenta de reunião
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Meeting decisions living as tasks instead of dying in a notebook.
💡 Dica profissional: Rename the generated doc straight after the call. Ten untitled summaries are impossible to search later.
Como usar a Busca Empresarial do ClickUp
Busca Empresarial lets you find any task, doc, or file from a single search bar.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: One search bar covering your tasks, doc pages, and files.
💡 Dica profissional: Search only reaches Spaces you have access to, so private Spaces stay private.
Como usar o ClickUp Brain
ClickUp Brain lets you ask questions about your projects and get answers drawn from your own data.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Status answers in seconds without chasing anyone on chat.
💡 Dica profissional: Brain is only as good as your task hygiene. Vague titles produce vague summaries.
Dicas e Atalhos do ClickUp Pro
After three years of managing client projects here, these are the habits that stuck.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| 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.
Características ocultas que a maioria das pessoas não percebe
- Bandeja de tarefas: Pin high priority tasks to the bottom bar so they follow you around the app.
- Lembretes: 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.
- Painéis de controle: 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.
Erros comuns a evitar no ClickUp
Mistake #1: Building the Hierarchy Too Deep
❌ Errado: Nesting Folders inside Folders until nobody can find a List.
✅ Direita: One Space per department, one Folder per client, one List per project.
Mistake #2: Switching On Every ClickApp
❌ Errado: Enabling all ClickApps on day one because the settings page looks exciting.
✅ Direita: Start with Priorities, Tags, and Time Tracking. Add more when a real gap appears.
Mistake #3: Skipping Team Training
❌ Errado: Sharing an invite link and hoping the ClickUp team figures it out.
✅ Direita: Run a thirty minute session, document your workflows in a doc, and pin it.
Solução de problemas do ClickUp
Problem: Notifications Are Overwhelming
Causa: Default settings notify you about every comment and status change.
Consertar: Open notification settings and switch to mentions and assignments only.
Problem: A Teammate Cannot See a Space
Causa: The Space is private, so access was never granted.
Consertar: Open Space settings, choose Sharing, and add the person or make the Space public.
Problem: The App Feels Slow
Causa: Huge views loading thousands of tasks at once.
Consertar: Filter the view by date or assignee, and clear the cache in the desktop app.
📌 Observação: If none of these fix your issue, contact ClickUp support from the help menu.
O que é 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Gerenciamento de projetos: Plan work across Spaces, Folders, and Lists without losing the thread
- Kanban: See project status as cards you drag between columns
- Controle de tempo: Log hours against tasks and compare them with your estimates
- Construtor de Automação de IA: Describe a repetitive rule in plain English and let ClickUp build it
- Modelos de construtor: Save a working project setup and reuse it for the next client
- Calendário ClickUp: Block time for tasks instead of hoping they fit around meetings
- Anotador de IA: Capture meeting notes and turn decisions into tasks automatically
- Busca corporativa: 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 negócios needs, though work never transfers between them.
Para uma análise completa, consulte nosso artigo. Análise do ClickUp.
That single view is why so many teams consolidate their tools here.
Preços ClickUp
Eis o custo do ClickUp em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Livre | $0 | Solo users learning the hierarchy |
| Ilimitado | US$ 7 por usuário por mês | Small teams needing dashboards and integrations |
| Negócios | US$ 12 por usuário por mês | Agencies managing clients and time reporting |
| Empresa | Personalizado | Grandes empresas com segurança and access rules |
Teste grátis: Yes. The Free plan never expires, and paid plans offer a trial without a credit card.
Garantia de reembolso: Yes, ClickUp offers a 30 day refund window on paid plans.
💰 Melhor custo-benefício: Unlimited — dashboards, guests, and unlimited storage for the price of two coffees.
ClickUp vs. Alternativas
How does ClickUp compare with the other tools teams shortlist?
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| ClickUp | Gestão de projetos completa | $7/mês | ⭐ 4,3 |
| Asana | Clean task management | US$ 10,99/mês | ⭐ 4,4 |
| Segunda-feira.com | Fluxos de trabalho visuais | US$ 9/mês | ⭐ 4,6 |
| Trello | Quadros Kanban simples | US$ 5/mês | ⭐ 4,4 |
| Noção | Documentos e wikis | US$ 10/mês | ⭐ 4,7 |
| Wrike | Relatórios empresariais | $9.80/mo | ⭐ 4,2 |
Escolhas rápidas:
- Melhor no geral: ClickUp — the widest feature set for the money
- Melhor orçamento: Trello — free boards that anyone can run in an afternoon
- Ideal para iniciantes: Asana — fewer settings, so fewer wrong turns
- Melhor para documentação: Notion — stronger writing tools than any rival here
🎯 Alternativas ao ClickUp
Procurando alternativas ao ClickUp? Aqui estão as melhores opções:
- 🚀 Asana: 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.
- 💰 Trello: The cheapest way to run Kanban. Fine for a small team tracking one project at a time.
- 🧠 Noção: 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.
Para ver a lista completa, consulte nosso Alternativas ao ClickUp guia.
⚔️ ClickUp Comparado
Veja como o ClickUp se compara a cada concorrente:
- 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 vs 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.
Comece a usar o ClickUp agora mesmo
Você aprendeu a usar todos os principais recursos do ClickUp:
- ✅ Gestão de Projetos
- ✅ Kanban
- ✅ Controle de tempo
- ✅ Construtor de Automação com IA
- ✅ Modelos de construtor
- ✅ Calendário ClickUp
- ✅ Anotador de IA
- ✅ Busca Empresarial
- ✅ ClickUp Brain
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
Most people start with Project Management and build the hierarchy first.
Leva menos de 5 minutos.
Perguntas frequentes
O que é o ClickUp e como usá-lo?
ClickUp is a project management app. Create a workspace, add a Space, build Lists inside it, then create tasks with owners and due dates.
Para que o ClickUp é mais indicado?
Managing projects, docs, and team workloads in one app. It suits agencies and pequenas empresas juggling several clients at once.
Qual a melhor forma de organizar o ClickUp?
Use one Space per department, one Folder per client, and one List per project. Keep statuses identical across every List.
Posso usar o ClickUp gratuitamente?
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 Android, log in, and your Spaces sync instantly. Timers and comments both work on mobile.
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