How to use Task Tray and Favourites

ClickUp offers two ways to quickly access your most important tasks: Task Tray and Favorites. These features allow easy access to various ClickUp elements, not just tasks. In this article, we will explain how to use them and what can be stored in Task Tray and Favorites. Both functions work very similarly, but Favorites, in addition to tasks and documents, can also store lists, folders, dashboards, and even Spaces.

How to Use Task Tray?

To store a task in the Task Tray, open the task and look for an arrow icon in the upper right corner pointing to the bottom right with the label “Minimize task”.

After clicking this icon, the task will disappear, but in the bottom right corner, a small icon with a number will appear. Clicking on it will display all minimized tasks.

When you click on one of them, it will reopen. It is important to note that once a task is pinned to the Task Tray, it will remain there until manually removed. A green checkmark next to the minimize icon indicates that a task is pinned.

The Task Tray can also be pinned, changing its display mode into a bar. This is done using the pin icon seen in one of the images above, and it looks like this below. When pinned, you don’t have to click twice to access a task, and all minimized tasks remain visible.

How to Use Favorites?

As mentioned before, Favorites works similarly to the Task Tray but is located above the ClickUp structure.

Favorites can store many more elements, including tasks, lists, documents, views, dashboards, folders, and even Spaces.

Like the Task Tray, Favorites can also be pinned, resembling browser bookmarks just above the task window.

Conclusion

Task Tray and Favorites are great features that help organize work efficiently. If you have a task that you need to complete soon or frequently access, adding it to one of these places is a great idea. This speeds up your workflow by eliminating the need to search for tasks, and for forgetful users, it serves as a visible reminder of what needs to be done.

Summary

ClickUp Documents are a flexible tool for creating and organizing content within a workspace structure. They allow easy management of notes, documentation, or company wikis. With an intuitive interface similar to Notion, users can take advantage of various formatting options, such as tables, columns, headers, and ClickUp task integrations. Documents can be organized hierarchically using pages and subpages and customized for appearance and accessibility.