Chykalophia Docs

What you'll see when you log in to ClickUp — and what each part of the workspace means for your project.

When you log in to ClickUp for the first time, it can look like a lot. This guide walks you through exactly what you're looking at and what matters to you as a client.

Quick summary

Your project appears in the Shared with me section of the left sidebar. Inside the project, you'll find your tasks organized by phase or category. The most important things to check are tasks marked "Waiting on Client" and tasks waiting on your approval — those need your attention.

Looking for your site's details rather than your tasks?

Account logins, brand colors, hosting, and what your site runs on live in a separate document — see your project hub explained. This page covers the task side of ClickUp.

The main areas of your workspace

The left side of the screen is your navigation. As a client, you'll see:

Our shared workspace, named after Chykalophia or your project. Its name is in the upper-left corner.
Shared with me, a section of the sidebar that holds everything we've shared with you. As a client you join as a guest, so your project appears here rather than in a full list of our workspace.
Folders and lists, the groupings of tasks within your project. Expand a folder to see its lists, then click a list to open it and see its tasks.

Most clients only need to navigate one or two levels deep.

The task list or board

The central area of ClickUp shows your tasks. These may be displayed as a list (rows of tasks) or a board (columns by status). Both show the same information — just arranged differently.

Depending on how the view is set up, each task usually shows:

Task name — what the work item is
Status — where it is in the workflow (see Task statuses explained)
Assignee — who is responsible for it
Due date — when it's expected to be complete

The task detail panel

Click any task to open it and see the full details:

The full description of the work
Any files or designs attached
The comment thread — where all conversation about this task happens
The current status and any subtasks

This is where you'll do most of your reviewing, commenting, and approving.

What to focus on

As a client, you don't need to look at every task. Focus on:

What to look for	What it means
Status: Needs Approval (or a similar label)	Work is ready for your sign-off — see How to approve work
Status: Waiting on Client	We need something from you before we can proceed
Comments with @yourname	Someone has specifically asked for your attention
Tasks with a due date approaching	Something that needs your input soon

Notifications

ClickUp will notify you when something needs your attention — by email or in-app. See Managing your ClickUp notifications to control how and when you receive these.

Common questions

I can see tasks but I'm not sure which ones need my attention.

Filter by status. Look for tasks marked "Waiting on Client", or whichever status we use when something is ready for your sign-off (often "Needs Approval") — these are the ones that need your input right now. If you're not sure how to filter, ask your project lead.

There are tasks I don't recognize. Should I be concerned?

No. You may see tasks that are internal to our team — research, code review, setup work. You don't need to action those. Focus on the ones that are assigned to you or marked as needing your review.

Can I change the layout of my task view?

Yes — ClickUp supports list, board, calendar, and other views. Ask your project lead which view is set up for your project. To switch views, click a view's name in the Views Bar at the top of the list.

Need a hand?

If you're stuck, email support@chykalophia.com and we'll help. Include your website address and a screenshot if you can.

Your client portal explained