My Top 20 ClickUp Tips and Tricks
ฝัง
- เผยแพร่เมื่อ 25 มิ.ย. 2024
- Are you looking for ways to get more out of your ClickUp workspace?
Well, in todays tutorial, I'll be walking you through my top ClickUp tips and recommendations to help your team do better work, faster, and get better visibility.
Here's what's included:
0:00 - Introduction
0:50 - Tip #1: Build a ClickUp Template Library
4:50 - Tip #2: Make the "process live where the work gets done" in ClickUp
5:56 - Tip #3: Build a knowledge base in ClickUp and connect these to tasks
7:47 - Tip #4: Create view templates
9:40 - Tip #5: Use "default for everyone" and "protect view"
11:27 - Tip #6: Use folder and list templates to standardize views
12:34 - Tip #7: Don't add custom fields to your workspace level
14:58 - Tip #8: Use emojis on custom fields for organization
16:28 - Tip #9: Use automations to apply custom fields to tasks
18:19 - Tip #10: Keep statuses consistent across your workspace
20:40 - Tip #11: Build your "statuses" in to your processes and workflows
23:17 - Tip #12: Every task must have a time estimate, due date, and assignee
25:13 - Tip #13: Use dependencies to remap due dates
27:00 - Tip #14: Use a "Delivery Role" custom field to assign tasks in bulk
29:00 - Tip #15: Use the bulk action tool bar to update tasks
30:48 - Tip #16: Train your team on the software and expectations before launching
33:22 - Tip #17: Favoriting views for easy navigation
35:00 - Tip #18: Use slash commands
36:40 - Tip #19: Use hot keys
38:13 - Tip #20: Uploading multiple tasks to ClickUp with "multiple lines detected"
39:50 - Conclusion
📕 Get our ultimate "How to Use" ClickUp guide: www.zenpilot.com/clickup-guid...
📕 Read the article: www.zenpilot.com/blog/clickup...
--------------------------------
As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 teams streamline their operations in ClickUp.
🥇 Learn why ZenPilot is ClickUp's highest-rated solutions partner: www.zenpilot.com/clickup-cons...
📞 If you're ready to experience the power of world-class operations, schedule your free ops strategy call here: www.zenpilot.com/call?...
--------------------------------
📚FREE RESOURCES 📚
👥 Join the FREE ClickUp Community: / 12842198
⚡️ Want to see how your operations stack up against 2,000 other firms? take the 20-question benchmark: tools.zenpilot.com/pm-benchma...
📕 Download the 47-page guide on how to implement ClickUp for agencies: www.zenpilot.com/how-to-imple...
📨 Get biweekly agency ops insights from our newsletter: www.zenpilot.com/first-class-...
🎁 FREE client onboarding ClickUp template: www.zenpilot.com/client-onboa...
--------------------------------
⚠ Disclaimer: The videos on our TH-cam channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
#clickup #clickuptutorial #projectmanagement - วิทยาศาสตร์และเทคโนโลยี
very useful! Thanks
Очень хороший обзор!!!Перехожу на него6 и прям очень сильный функционал - мне прям зашел
You guys think like I do! I appreciate that. Can you do a video of how to make clickup like Notion? I know that Clickup now has new features, but I don't think they have true database function. Therefore, it would be awesome to have a mock workaround to create a doc that looks like Notion and databases (tables I guess in Clickup). I love how Notion has the ability to make it aethetically pleasing, especially with Gallery view and adding images, so maybe its a Dashboard solution in Clickup? Would love your streamlined teaching on this.
We can add that to the content calendar!