1. Task Relationships (Dependencies, Links, and Related Tasks)
Why It’s a Gem:
Many teams work in a sequence, where one task must finish before starting another. ClickUp lets you set dependencies between tasks. You can also link related items to keep everything in context.
How to Use It:
- Open a task > Click “Relationships”
- Add a “Waiting on”, “Blocking”, or “Related to” link
- See these connections in Gantt View or Timeline View
Best Use: Great for product launches, development sprints, and content production.
2. Email in ClickUp (Send and Receive Emails from Tasks)
Why It’s a Gem:
You can send and reply to emails right from a ClickUp task. No need to switch between apps.
How to Use It:
- Go to a task > Click the Email tab
- Connect your email account (Gmail or Outlook)
- Write or reply to emails, and log the thread in the task
Best Use: Perfect for talking to clients, following up with vendors, or handling customer support — all in one place.
3. Custom Task IDs
Why It’s a Gem:
ClickUp gives each task a unique ID. You can use it in emails, filters, or naming tasks.
How to Use It:
- Find the task ID in the top-left corner of a task
- Use it to search for tasks, mention items in comments, or sync across systems
Best Use: Helps track tasks in teams and long projects.
4. Form View for Task Intake
Why It’s a Gem:
Need a simple way for clients, team members, or departments to submit requests? The Form View turns submissions into ClickUp tasks.
How to Use It:
- Add a new Form View to a List
- Drag and drop fields (text, dropdowns, attachments)
- Share the public form link
Best Use: Great for content requests, bug reports, HR forms, or support tickets.
5. ClickUp Docs with Embeddable Tasks
Why It’s a Gem:
ClickUp Docs aren’t just static text. You can embed live tasks, assign action items, and link back to your workflow.
How to Use It:
- Create a new Doc in a Space or Folder
- Use “/task” to embed a live task
- Assign comments and convert ideas directly into actionable items
Best Use: Perfect for meeting notes, wikis, SOPs, and collaborative project plans.
6. Automations with Conditions
Why It’s a Gem:
ClickUp’s automation engine is more than just basic triggers. It includes multi-step logic, conditions, and custom field filters.
How to Use It:
- Go to any Space/List > Click Automations
- Choose a trigger (e.g., task status changes)
- Add conditions (e.g., priority is high)
- Set actions (e.g., reassign task, send email, update field)
Best Use: Automate tasks like onboarding, approvals, status changes, or recurring tasks to save hours.
7. Keyboard Shortcuts and Slash Commands
Why It’s a Gem:
ClickUp has a wide range of shortcuts and slash commands. They make your workflow fast.
How to Use It:
- Type “/” in any description or comment to:
- Create checklists (/checklist)
- Mention people (/mention)
- Format text (/h1, /bold)
- Use shortcuts like:
- T for creating a task
- M to assign tasks to yourself
- S to change task status
Best Use: Perfect for keyboard-first users and those who love to boost productivity.
8. Goals and Targets
Why It’s a Gem:
ClickUp does more than manage daily tasks. It helps you set long-term goals with measurable targets.
How to Use It:
- Go to Goals in the left-hand menu
- Create a goal (e.g. “Launch Product X”)
- Add measurable targets (e.g., complete 10 tasks, hit 80% client satisfaction)
- Link these targets to actual ClickUp tasks
Best Use: Aligns teams with quarterly OKRs, KPIs, or milestones.
9. Custom Dashboards for Reporting
Why It’s a Gem:
ClickUp’s Dashboards let you create custom visual reports. They track performance, workload, time, and more with widgets.
How to Use It:
- Navigate to Dashboards > Create new
- Add widgets (task lists, pie charts, time tracking, sprint burndown, etc.)
- Filter by Space, assignee, tag, or priority
Best Use: Ideal for team leads, project managers, or executives needing real-time project health.
10. Notepad and Chrome Extension
Why It’s a Gem:
ClickUp’s Notepad and Chrome Extension let you capture ideas, tasks, or time entries anywhere. You don’t need to open the full platform.
How to Use It:
- Access the Notepad from the ClickUp sidebar
- Jot down notes and turn them into tasks with one click
- Install the Chrome Extension to:
- Create tasks from any webpage
- Take and annotate screenshots
- Track time on tasks directly in your browser
Best Use: For busy professionals who want to capture thoughts on the go or manage tasks from the web.
Final Thoughts
ClickUp is more than a task manager. It’s a full productivity ecosystem. These hidden features are not just extras. They are practical tools that help your team stay on track, reduce manual work, and work faster with clarity.
If you’re only using the basics, you’re missing out. Explore these features, try new workflows, and see your ClickUp setup improve dramatically.
Ready to unlock more power in ClickUp? Start with just one of these hidden gems today. Build your own productivity powerhouse.