如何使用ClickUp：2026年新手分步指南

由 Fahim Joharder | Last updated Aug 18, 2026

快速入门

本指南涵盖ClickUp的所有功能：

入门 — Create your ClickUp account and build your first Space
如何使用项目管理 — Plan projects, assign owners, and track progress in one app
How to Use Kanban — Drag tasks across columns so your team sees status instantly
如何使用时间跟踪 — Log hours against tasks and compare them to your estimates
如何使用 AI 自动化构建器 — Describe a rule in plain English and let ClickUp build it
如何使用构建器模板 — Save a working setup and reuse it for every new project
如何使用ClickUp日历 — Schedule task work and sync it with Google Calendar
如何使用AI笔记助手 — Capture meeting notes and turn decisions into tasks
如何使用企业搜索 — Find any task, Doc, or file from one search bar
如何使用ClickUp Brain — Ask questions about your work and get answers from your own data

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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.

一步一步教你，附带截图和专业技巧。

ClickUp教程

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.

点击上

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.

立即试用 ClickUp →

阅读完整评测 →

CLICKUP 的替代方案 →

ClickUp入门指南

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:

现在让我们一步一步来。

第一步：创建您的帐户

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.

✓ 检查点： 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 商业.

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

✓ 检查点： 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.

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

How to Use ClickUp Project Manager

项目管理 lets you plan work across Spaces, Folders, and Lists without losing the thread.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： The view updates without a page reload.

步骤三：跟踪进度

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

Use My Tasks when you only want your own queue.

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

💡 专业提示： 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.

以下是使用步骤。

步骤 1：切换到电路板视图

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 数据.

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.

这就是它的样子：

✓ 检查点： The view updates without a page reload.

Step 3: Drag Tasks Forward

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

添加一个自动化 so assigning a task also moves it to In Progress.

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

💡 专业提示： Board view and List view can sit as two tabs on the same List.

How to Use ClickUp Time Tracker

时间跟踪 lets you log hours against tasks and compare them with your estimates.

以下是使用步骤。

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.

步骤二：启动计时器

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： Add estimates before work starts, not after, or the comparison tells you nothing useful.

如何使用 ClickUp AI 自动化构建器

人工智能自动化建造者 lets you describe a repetitive rule in plain English and let ClickUp build it.

以下是使用步骤。

步骤 1：打开自动化

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.

这就是它的样子：

✓ 检查点： The view updates without a page reload.

步骤三：测试和发布

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.

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

💡 专业提示： Start with two automations per Space. More than that and nobody can explain why a task moved.

如何使用ClickUp Builder模板

构建器模板 lets you save a working project setup and reuse it for the next client.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： Template your onboarding checklist first. It is the process you repeat most and document least.

如何使用ClickUp日历

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

以下是使用步骤。

步骤 1：打开日历视图

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： Sync runs both ways, so declining a 会议 in Google clears the block inside ClickUp too.

如何使用 ClickUp AI 笔记助手

AI笔记员 让你捕捉会议记录 and turn decisions into tasks automatically.

以下是使用步骤。

步骤 1：连接您的会议工具

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： Rename the generated doc straight after the call. Ten untitled summaries are impossible to search later.

如何使用 ClickUp 企业搜索

企业搜索 lets you find any task, doc, or file from a single search bar.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： Search only reaches Spaces you have access to, so private Spaces stay private.

如何使用ClickUp Brain

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

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

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

💡 专业提示： Brain is only as good as your task hygiene. Vague titles produce vague summaries.

ClickUp 专业技巧和快捷键

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

键盘快捷键

行动	捷径
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.

大多数人错过的隐藏功能

任务托盘： Pin high priority tasks to the bottom bar so they follow you around the app.
温馨提示： 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.
仪表盘： 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.

避免使用ClickUp时常犯的错误

Mistake #1: Building the Hierarchy Too Deep

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

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

Mistake #2: Switching On Every ClickApp

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

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

Mistake #3: Skipping Team Training

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

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

ClickUp故障排除

Problem: Notifications Are Overwhelming

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

使固定： 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.

使固定： 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.

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

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

ClickUp是什么？

点击上 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.

观看这段快速概览：

它包含以下主要特点：

项目管理： Plan work across Spaces, Folders, and Lists without losing the thread
看板： See project status as cards you drag between columns
时间跟踪： Log hours against tasks and compare them with your estimates
AI自动化构建器： Describe a repetitive rule in plain English and let ClickUp build it
构建器模板： Save a working project setup and reuse it for the next client
ClickUp日历： Block time for tasks instead of hoping they fit around meetings
AI笔记员： Capture meeting notes and turn decisions into tasks automatically
企业搜索： 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 商业 needs, though work never transfers between them.

如需完整评测，请参阅我们的 ClickUp 评测.

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

ClickUp定价

以下是ClickUp在2026年的价格：

计划	价格	最适合
自由的	$0	Solo users learning the hierarchy
无限	每用户每月 7 美元	Small teams needing dashboards and integrations
商业	每用户每月 12 美元	Agencies managing clients and time reporting
企业	风俗	大型公司安全 and access rules

免费试用： Yes. The Free plan never expires, and paid plans offer a trial without a credit card.

退款保证： Yes, ClickUp offers a 30 day refund window on paid plans.

💰 性价比最高： Unlimited — dashboards, guests, and unlimited storage for the price of two coffees.

ClickUp 与其他替代方案的比较

How does ClickUp compare with the other tools teams shortlist?

工具	最适合	价格	等级
点击上	一体化项目管理	每月7美元	⭐ 4.3
体式	Clean task management	每月 10.99 美元	⭐ 4.4
Monday.com	可视化工作流程	每月9美元	⭐ 4.6
Trello	简易看板	每月 5 美元	⭐ 4.4
概念	文档和维基	每月10美元	⭐ 4.7
沃克	企业报告	$9.80/mo	⭐ 4.2

快速精选：

综合最佳： ClickUp — the widest feature set for the money
最佳预算： Trello — free boards that anyone can run in an afternoon
最适合初学者： Asana — fewer settings, so fewer wrong turns
最适合用于文档记录： Notion — stronger writing tools than any rival here

🎯 ClickUp 的替代方案

正在寻找ClickUp的替代方案？以下是一些最佳选择：

🚀 体式： 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.
🧠 概念： Best for wikis and connected databases. Choose it when writing matters more than tracking.
🏢 工作： Heavier reporting and approval flows. Built for larger companies with formal review stages.

完整列表请参见我们的 ClickUp的替代方案指导。

⚔️ ClickUp 对比

以下是ClickUp与各竞争对手的对比：

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