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Set up a ClickUp Workspace by choosing how work should be grouped, configuring Spaces and access, adding only the hierarchy you need, and then creating or importing tasks. Plan the structure before you bring in existing work: separate Workspaces are independent, and ClickUp says information cannot be transferred between them.
1. Create or enter the Workspace
ClickUp’s sign-up onboarding creates a Free Forever Workspace. To create another, use the Workspace avatar or your personal settings and follow the available creation flow. A Workspace is the top-level container for your work; Spaces, Folders, Subfolders, Lists, and tasks live inside it.
Use one Workspace when people need a shared view of work across teams, and manage access with privacy settings where appropriate. Create separate Workspaces only when the work genuinely needs to remain independent: ClickUp says information cannot be transferred between Workspaces.
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2. Decide how to organize work before importing
ClickUp’s hierarchy is Workspace → Spaces → Folders → Subfolders → Lists → tasks. Subtasks and checklists can break down an individual task further. Folders and Subfolders are optional; use them when they clarify a complex workflow, not simply because the levels are available.
#1 Best Overall
- MAGNETIC DRY-ERASE SURFACE — The whiteboard design is permanently printed onto durable, industrial‑quality dry‑erase vinyl that won’t smudge and is resistant to stains and ghosting. Its smooth, long‑lasting writing surface is also magnetic, giving you added functionality for notes, magnets, and accessories
- EASY INSTALLATION — Comes complete with durable mounting brackets and hardware, ensuring a secure and effortless wall‑mounting
- DURABLE ALUMINUM FRAME — Built with a sleek 1" aluminum border and a spacious 2.5" deep aluminum tray to keep markers and accessories neatly within reach
- SPACIOUS WRITING SURFACE — Ample writing space with a usable area that extends nearly edge‑to‑edge, measuring just 2" shy of the board’s total dimensions
- Please inspect your whiteboard upon arrival — If you notice any issues, please contact us through Amazon's Buyer-Seller Messaging system
Choose Space boundaries based on how work is shared and repeated. These are starting models rather than rules:
- Department-based Spaces: a sensible starting point when work is mostly separated by department.
- Project- or client-based Spaces: consider these when teams regularly collaborate across departments on recurring projects or shared clients.
Before settling on a model, consider who collaborates across boundaries, who should see each Space, and how many Spaces and Lists the structure will require. One shared Workspace with appropriate privacy controls may suit work that spans teams.
Rank #2
- 【Versatile Weekly Planner Whiteboard】Featuring a weekly calendar on one side and a blank whiteboard on the other, this double-sided planning whiteboard offers ample space for daily, weekly, and task planning. With a dedicated notes zone and goal-tracking section, it visually highlights priorities and monitors progress. Ideal for home, office, or school use, it keeps tasks visible, coordinates schedules, and boosts productivity.
- 【All-inclusive Accessory Kit】Everything you need is included in the 24x18 inches week calendar set—4 colours dry erase markers, 8 magnets, 1 eraser, a movable tray, hanging hooks and wall mounted screw kit. Start organizing your schedule immediately with no extra purchases required.
- 【Smooth Writing & Reusable Surface】Write and wipe with ease on this clear, color-printed surface. The colorful printed design adds vibrancy and makes your planning experience more enjoyable. The stain-resistant and waterproof layers make writing smooth and cleaning hassle-free, keeping your weekly planning whiteboard fresh and reusable for long-term use.
- 【Flexible Installation Options】Install with ease! Use the movable hooks for hanging anywhere or secure the calendar whiteboard with pre-drilled hidden holes and screws. Supports both horizontal and vertical mounting, adapting seamlessly to any space.
- 【Durable & Long-Lasting Design】 This weekly planner board built with a reinforced aluminum frame and ABS rounded protective corners, this weekly planner whiteboard is designed to resist warping and ensure long-term use. A reliable choice for home, office, and school.
3. Check access and plan limits
New Spaces are shared with all Workspace members by default in ClickUp’s from-scratch guidance. A Space can instead be private and shared with selected members. Guests do not have access to Spaces, and ClickUp’s documentation says guests cannot create, edit, or view them. Confirm visibility before placing sensitive work in a Space.
ClickUp’s documentation accessed in 2026 lists these per-Space limits. Plan entitlements can change, so confirm current limits in ClickUp’s live help documentation before designing a large hierarchy.
Rank #3
- Weekly Planner on One Side, Blank Whiteboard on the Other: This MaxGear dry erase calendar board features a double-sided design. One side is a weekly planner for scheduling and task tracking, while the other side is a blank whiteboard for notes, reminders, or drawings
- Double-Sided Magnetic Surface: Both sides of the board are magnetic, allowing you to attach notes, paper, or reminders on either the weekly planner side or the blank whiteboard side
- Works with Standard Dry Erase Markers: The smooth writing surface works with standard dry erase markers. The set includes 3 colorful dry erase markers, and you can also use other dry erase markers for clear writing and easy erasing
- Easy to Hang or Stick, Ready to Use: Includes a hanging rope and double-sided adhesive tapes, allowing you to hang the board on walls or doors or stick it to smooth surfaces like refrigerators—no other tools required
- AFTER-SALES SERVICE: 12-Month After-Sales Service. If you have any questions with our product, please feel free to contact us
| Plan | Spaces | Lists per Space | Total Folders/Subfolders per Space |
|---|---|---|---|
| Free Forever | 5 | 40 | 100 |
| Unlimited | Unlimited | 200 | 200 |
| Business | Unlimited | 400 | 400 |
| Business Plus | Unlimited | 1,000 | 1,000 |
| Enterprise | Unlimited | 1,000 | 1,000 |
These are capacity limits, not targets. For team-specific permissions, check ClickUp’s current controls and plan documentation; its guidance says Free Forever users can only have full access to all items and locations.
4. Configure each Space
Open the Space’s settings to give it a name, description, and visual identity, then set its access and workflow options. Space settings can provide defaults to lower levels, which may be overridden where needed.
Rank #4
- COMMUNICATE VISUALLY: Tracking each project milestone, Visualizing status and comments of each project on the wall. Our project whiteboard is essential for effective project management
- INCREASE PRODUCTIVITY: Share milestones with your team, keep information clear. This project management planner ensures that your team members have a map knowing individual tasks, streamline entire process
- SAVE TIME: Post status and goals of milestone on this project management board, make sure that everyone involved knows details and process, reduce talk-time
- DRY ERASE SURFACE: This project tracker is made of construction paper, laminated by erasable film which is easier to wipe off than traditional whiteboard, you can update status regularly and change timeline easily
- VALUABLE TOOLS: Project manager can take time daily to update jobs, enhance alignment, make sure that everyone knows schedule and progress, help them stay organized
- Visibility: choose whether all Workspace members or selected members should have access.
- Statuses: configure the stages that match the work the Space tracks.
- ClickApps: enable only the capabilities that fit the team’s workflow.
- Views: select the ways people need to inspect and manage tasks.
Keep defaults understandable for the people who will use the Space. If a workflow needs a different setup, adjust it at the relevant lower level rather than making every Space carry unnecessary complexity.
5. Add views for real decisions
List view is required by default at the Space, Folder, Subfolder, and List levels. Other views can be added or chosen as required or default views. A view’s position in the hierarchy determines which tasks it includes: a Space-level view can show tasks across the Lists in that Space.
Best Value
- Product Includes: you will receive 1 erasable project management planner, approximately 36"x 45", to meet your planning needs; The whiteboard planner comes with 4 colored whiteboard markers (you can choose your favorite color), 1 magnetic eraser, a set of reusable adhesive labels, 1 mesh storage bag, and 1 sufficient amount of removable mounting tape; The mesh storage bag is ideal for storing all markers and other accessories, making it easy to install the planner without damaging the wall
- Erasable Project Management Board: made of 250 gsm cardstock, covered with a specially formulated erasable film, making the surface resistant to marks and stains; It can be easily erased even after several months, allowing for repeated use of the planner
- Efficient Project Management Tool: this project board is a revolutionary product that helps you efficiently manage individual or team projects in physical form; It allows you or team members to quickly view and share the status of up to 12 projects simultaneously, making it a highly practical team building tool
- Office Essential: this project planner is a worthwhile investment; Especially suitable for business use; It's easy to use and can be applied for product development, marketing strategy projects, or as a sales target tracking whiteboard; You can easily view budgets, milestones, resources, inventory, and timelines at a glance; It helps you plan, execute, and assign tasks efficiently
- Easy and Convenient Installation: this vision task board is lightweight and portable, and comes with removable mounting stickers; No tools are required to easily install this project management board; Furthermore, it can be easily removed if you need to reinstall the project board in another location later
| View | Useful when people need to… |
|---|---|
| List | Review tasks in a structured list. |
| Board | Follow work through stages or status columns. |
| Calendar | Inspect work by date. |
| Gantt | See schedules and relationships between tasks. |
| Team | Review work organized around team members. |
| Workload | Examine how work is distributed across people. |
Add a view when it serves a specific audience or decision. A team tracking task status may need List or Board; someone coordinating dates may need Calendar or Gantt; workload planning may call for Team or Workload.
6. Build the hierarchy, then create or import tasks
- Create Spaces for the main departments, recurring projects, clients, or workflows you chose.
- Add Folders and Subfolders only where a Space needs another layer to group related work.
- Create Lists for related tasks or outcomes within each workflow.
- Add tasks, then use subtasks or checklists when a task needs a finer breakdown.
- Import existing work after the hierarchy is in place, so it can be mapped into the intended Spaces and Lists.
7. Use templates for repeatable setups
A Space template can recreate a Space structure, including Folders, Subfolders, Lists, tasks, views, and Automations. Templates can speed up repeated setups, but inspect the included structure and settings before relying on them. Adapt visibility, statuses, and views to the team that will use the new Space.
Quick Recap
Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
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