Team lists.
Your team's own ClickUp lists — pipeline, deals, payroll, helpdesk — as pages in the sidebar.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
Team lists
Pipeline
New lead
2Juniper Spa
Website form · today
Vela Robotics
Referral
Discovery
1Atlas Dental
Call Mon 2:00
Proposal
1Cobalt Freight
Sent Oct 3
Won
1Ridgeway Homes
Signed Oct 1
Juniper Spa moved to Discovery — the call's on the calendar
How it works.
Pick the lists
A pipeline, deals, payroll, a helpdesk — any ClickUp list or folder.
They become pages
Each one gets a sidebar item, a heading and tiles for what's open and late.
Give each role its lists
Sales sees the pipeline, finance sees payroll — set per role.
What you get
- Search, filter, list or board
- Tiles for open, late, due this week and unassigned
- Each list can be given to one role and not another
Runs on
More in running the work.
All features →Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.