ClickUp Beginner's Guide: Introduction to the ClickUp Hierarchy
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- เผยแพร่เมื่อ 25 มิ.ย. 2024
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You're "an old school pen and paper" type. We get it. We use to be too! Until we discovered the wonders of digital task management. But where do you start? How do you get ALL of that information you've got spread across sticky notes and honey-do lists and put it into a work management tool like ClickUp?
In this video, ProcessDriven CEO Layla Pomper, gives viewers a beginner's tutorial of the ClickUp Hierarchy. She shows you how you can take those overflowing filing cabinets & notebooks and turn them into an efficient, multi-layered Workspace -- that's flexible enough to build around your home AND work life!
Here's what we'll cover:
00:00 Introduction
00:26 - Paper List and Folder Analogy
02:42 - How to digitize that stack of to-do lists
04:40 - How to organize that huge stack into folders
05:13 - How to organize those folders into spaces
07:05 - How to incorporate ClickApps
08:34 - Why a task management tool can be more effective than your paper lists
09:14 - Adding a description now, to save yourself time later
11:28 - Adding subtasks and checklists
13:10 - Adding attachments
14:07 - Assigning tasks to other people
14:19 - Sharing tasks publicly vs. sharing and permissions
15:32 - The benefits of a Due Date
16:04 - Adding watchers
16:54 - The biggest benefit of going digital: Activity and Changelogs
18:52 - Let's talk Views
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Mapping your hierarchy? Try out our⭐ FREE ⭐ Hierarchy Quiz (ClickUp Space vs. Folder vs. List) Tool: processdriven.co/hierarchy-quiz/
Sounds like just what I need:)
Digital Organization, personified, but what to do when I an off line but have time to work???
The analogy for views would be different physical catalogues with the cabinets, folders ,tasks organized and grouped differently in each catalogue for quick reference on how to find each item and maybe key details.
I just started using ClickUp for software project management and hopefully to manage my ADHD brain on the side. I’m glad this is the first video I watched as it was very clear.
Also, an analogy you can use for the view function is watching movies. You can view them in a theater or on a TV or on a tablet or phone.
This is the best introduction to Clickup video that I've seen. Love it. Thank You
MeLudzik, that means a lot. Thanks so much for the comment + support!
I really love the way you speak. Is so clean and legible that is imposible not to understand all you say. My mother language is Spanish, that’s why I’m saying this. Thank you for all this content
Wow, thank you so much! So happy it helps!
World-class ADHDer here! I leave a wake of discarded PM systems behind me. I decided to kick tires on ClickUp because of all the potentially helpful functions (*estimate vs real-time & dependencies*). Because ClickUp has SOOO many features I would have been completely overwhelmed and ditched it like the rest - - - BUT I found your video 'Your First Hour' before I even created my account. AND I'M HOOKED. You're now my ClickUp Master.
WAHOO!! 🥳🥳🥳 Stories like this are why I keep creating content each week. Thank you SO much for sharing Amy.
Can’t wait to hear what you build!
You are a life saver! I watched so many intros to ClickUp before this one and I was getting more confused and lost. You made it super user friendly by assuming we knew nothing at all, so you gave us a pretty good understanding for the process and the perks. You are an awesome teacher! Thank you!
Oh, that’s so kind of you to say, Frida! Happy to help!
better than clickup channel
This video is criminally underrated! I tried to start Clickup couple of months ago but have been holding off on understanding how it works because it was so different to what I was used to. Your video perfectly explained the hierarchy and gave me good ideas on how I want to organize my work projects. Love the energy and thank you Layla!
Just getting caught up with comments 🙈
So glad this helped! And thank you for the kind words!
I just got my first client. And she said that we're going to be using ClickUp for tasks. I'm really nervous because I'm not familiar with it. Thank you for this video. I have learned a lot about ClickUp.
Just getting caught up with comments 🙈
So glad this helped! I bet you're doing amazing now!
This has been the video I've been looking for. You explain things superbly! Simple, focused, enthusiastic, no fluff. THANK YOU!
Just getting caught up with comments 🙈
Thank you so much! I'm so glad it helped!
OMG Layla - simply said this is absolutely a wonderful intro with understandable analogies to the physical world - keep it up - you are the energizer bunny of the the ClickUp world! Well. done - Great place to start for beginners for sure!
Arnold, thank you so much! I’m very glad the analogies landed! ☺️
More to come! 🐇
This is by far the best, simplest and thorough yet concise introduction and tutorial on how to use basic clickup!! Keep it up. You're an amazing teacher :)
Much appreciated!
I have just began a small company, and I want to implement a CRM and project management software before I get too into the thick of it. I just signed up for clickup today and was completely overwhelmed! This video is so basic and I love it, it is the most helpful video I have seen yet!
Aw, so happy to hear that Marnie!!
This is the best ClickUp introduction tutorial that I have found. I didn't find anything similar on the ClickUp university site, and my ClickUp workspaces were kind of messy until I restructured everything thanks to your videos and thanks to you, Layla.
You're so kind - I'm so glad it was helpful!
I want to thank you Layla grately, hugely and absolutely!!! Your style of presentation and your Clickup recomendation and tutorials have restored my self-belief. I've actually lost faith in my ability to effectively manage my work and life after big failures with notes and other management softwares. You are an angel Layla. Thank you SOOOOO MUCH!!!
Amazing video! You managed an incredible pace for beginners with an entertaining and engaging delivery! Such a thorough yet concise video for something that can be so overwhelming yet so life-changing. It's impressive and I've watched very few videos that achieve that. Definitely saving this one for my team to watch as I need to get people up to speed on ClickUp.
Aw, thanks Daymion! I appreciate that so much. ☺️
The analogies were perfect! Super helpful tutorial. Thank you.
Oh so glad to hear it! 🙏
I never loved someone's explanations as I did with yours. You are AWESOME!!!. keep up Layla. You deserve millions of subscribers.
Aw, thank you SO much for that! You just made my day! I'll try to keep up the good work, thanks for your support! 🙏🙏
@@LaylaPomper You're welcome ❤️
Layla, I have watched several Clickup videos and yours is the first one that actually explained how to set up everything. So many skip over so many things but you took it step by step and the analogies were great. Thank you.
Oh, I’m so happy to hear that Wayne! ☺️
Love it! I'm trying to organize all my projects in one place and your video is RIDICULOUSLY helpful. Thanks!
Just getting caught up with comments 🙈
So glad this helped!
Thanks for this Layla!! Just coming back to ClickUp after a ~12-15 month hiatus and this was a phenomenal recap of how to use it to get the most out of it. I'll definitely be watching your other videos as I get back into the swing of things.
Hey Mack! Just getting caught up with comments🙈
I'm so glad the content is helpful!
This is by far the most digestible way I’ve seen this explained. Thank you so much Layla!
Thank you! That means a lot. 😄 So happy this was helpful to you!
⭐⭐⭐⭐⭐ That has to be one of the best presented examples of how to action any saas system i have seen yet.
You are going to next level training skills now Boss.
Congrats.
Thanks Cameron, that mean a ton coming from you with your background! 🤭
Onward and upward!
Darling you might be the best at explaning anything on the entire youtube ❤
the way you've explained lists, folders, and spaces is so useful. I couldn't wrap my head around workspaces and spaces when I first opened Clickup, so I gave up. But you've done such a good job explaining this clearly. Thank you!
Hey Regan! I'm so glad this was helpful! :)
Layla, you're such an amazing teacher.
Just getting caught up with comments 🙈
Thank you for the kind words!
OMG ! You changed my life 🤩 Clickup is a game changer, you’re right !! I’m so excited now, I’m going to set my workspace 🤩
Aw, yes! I'm so glad to hear this Tifany! Let me know how it went, will you?! 😁
Thank you so much for this video. It was SOOOO helpful. I watched a few others, that were horrible and not helpful before I found this one. This one really helped me. I loved the real-world example of cleaning a house because I could relate to this example. Some of the other videos talked about tasks that I could not relate to and it made it harder to understand how to make this software work for me. I liked that you started with lists and moved up the hierarchy instead of starting with spaces and moving down. Somehow this really helped me to better understand how to organize stuff. I will definitely be watching your other videos for this software. Thank you.
I'm so glad this was so helpful! Thank you so much for taking the time to share!
Thanks Layla, you're great at explaining things in a way that's easy to understand.
Just getting caught up with comments 🙈
So glad this helped! And thank you for the kinds words :)
I don't leave comments on YT often, but really enjoy the content you are producing. I'm trying to incorporate Clickup into my daily & business life. It is somewhat complicated due to all of the features it has, but you make it super easy to understand and use!
I’m so glad to hear this helped you, James! Really appreciate you taking the time to comment. I means a lot *and* is really helpful for others considering watching to video. Thank you! ☺️
Superlative Explanation and as great as it is it's a mindful no matter how well you strive to simplify and you do a great job. I love your detours to simplicity when you could have taken a fork in the road to complexity. This video is a service to those seeking a fundamental overview of the ClickUp Hierarchy. It really makes me feel that there are 2 kinds of people. Architects and people who live & work in the "Spaces" they create. This video is where it starts and one viewing isn't adequate. A+
I love the connection you made to architects vs ?builders? - I really hope this video speaks to that latter group! Really appreciate your kind words. ☺️
@@LaylaPomper You are generous to add "Builders" to address the "Team" aspect of a ClickUp Organization which your video is geared towards. I went straight to consumers/clients/customers as I have yet to establish a Team in the non-digital world :-). You are right to point out what I overlooked. And yet I wonder about these builders and how much of an Architect they need to be to effectively build. ClickUp demands more from anyone who enters their labyrinth. (I edited my original to add the phrase "live & work in" to address your builder analogy).
An excellent primer and ClickUp's Complexity has drawn out the best in your passion to translate what is amazing about the possibility of ClickUp. You have contributed to making the project management tool more accessible than most and your earnestness is both heartfelt & creatively expressed. ClickUp is lucky to have you as a committed advocate who looks beyond their annoying limitations in process workflow. Whether Microsoft Teams, Trello, or ClickUp there are no lack of updates to be on top of to make the most what is possible in the Project Management Landscape. :-)
Great way to teach this subject. I generally watch several videos on one subject to get different views, details, and tips to learning. Your style and delivery stands far above the others I viewed on ClickUp. thanks
Thank you for your support! I'm so happy to hear that you find it helpful. ☺️
Amazingly explained --- Great Work
Many thanks! Glad it was helpful!
Perfect video. I'm just beginning and it gave me excellent app understanding.
So happy to hear that, Isaac!
I am new to Clickup and your video was super helpful. Thank youuuuu!
I'm so glad it was helpful!
Thanks Layla!
Found ClickUp this morning, found you this afternoon! My 'need' was how can I get a crm and a task manager all into one system, and now I am starting to conceptualize how. I love it (and your help) already.
I'm so glad to hear that, John! Don't hesitate to comment as questions come up, but our "Getting Started" playlist will be super helpful if you haven't already seen it: th-cam.com/play/PLWhJ5L9a16ixtIYnzM7QlCzsuDZqL8b4Q.html
Also, this one talks about CRMs...though it might be a bit advanced until you get a few hours of practice in! th-cam.com/video/6ttdHMACqKM/w-d-xo.html
So many people recommended me your channel and now I see why! Excited to jump in deeper to the world of processes and CLickup
This means a lot! 🥰 Thank you! Excited for you to start this journey!!
Thank you for this video. I really love the way you explain things.
Regards from the Dominican Republic.
Thanks for watching!
Holy lightbulb moment! Thank you so much! This was so helpful!
Ahh that's our favorite! You're welcome!! ✅
This has been very helpful in getting me up and running. I had my work as a space and then my clients as another space, which I did not understand before I watched your tutorial. Now I have moved my client folders into the work space. The generic tasks I need to complete for each client are being copied to client folders and then customised as required. Each task is date driven, so if I need to see where I am, I can view the Gantt chart and use it to even out the scheduling of my work. Thanks again for an excellent presentation!!
So glad to read this, Chris! 🥳
I used to like to put all my tasks or logs in Excel for sorting. Everything was fine, but the downside was that I couldn't save file copies. This is something that ClickUp satisfies.
What a great intro! I am about to setup a ClickUp account and this helped me and I will be certain to have my team view this as well. Thanks!
So glad to hear this helped you (and your team!) Ken! ☺️
You're such an amazing teacher. I bought another girls click up course and your tutorials are more valuable than the entire course I paid for...
Aw, you just made our day! Guess one day you’ll have to give on of our courses a spin to compare! 😉
It is such a wonderful video. Knowledge for Knowledge and Entertainment for Entertainment. Love the jokes you make in between to keep us engaging.
Just getting caught up with comments 🙈
So glad this helped, and that you appreciate my humor 🤣
As someone who uses Jira for work and wanted something similar but more, "free" for personal life + work tracking as well... I'm sold. You're awesome! Thank you!!!
I'm so glad this was helpful!
Awesome foundation. IDK how this video was different, but it was very well received and I was able to understand the hierarchy, levels and their purpose. I think I am ready to move forward!! Thanks for this!!
Just getting caught up with comments 🙈
So glad this helped!
Fantastic video! Very very helpful to get started. Thank you!
Aw thanks! So glad this was helpful to you. 😄
I just switched my organization from Paymo to Clickup, and this video was absolutely clutch to watch at the beginning. Thank you!!
Oh so glad to hear it, Brian!!
This might actually be my first YT comment! Thank you for this video - I no longer feel completely overwhelmed by digitizing my paper and pen lists! And thank you for putting it all in such simple terms!
Oh this makes me SO happy Aviva!!
Thanks for the video. Very good explanation on how to use ClickUp. I'm transitioning my projects to paper based to digital based and you're video explains it well!
Glad it was helpful!
Thanks a lot, this video helped me a lot to undestand how it works, great job !
I'm so happy this helped!
Analogy for views: imagine your tasks are like post it notes. Calendar view is like putting each post it note on a big calendar. Kanban view is like putting each post it note on a Kanban board, sorted by status.
A list view sorts all the post it notes in that list (aka folder), a space view sorts all the notes in the space (aka cabinet).
This is great!! 😄
Nice job, exactly what I was looking for thanks 😊
Oh good! I'm happy this helped you, Timothy!
Great video explaining this so simply and perfect thank you
Glad it was helpful!
This is such a great and well ordered explanation! You have earned a new raving fan! Thank you! 😁🙌🏾🙏🏾
Aw, so glad to hear that!!
I've personally been using Clickup for years but was recently tasked with onboarding my coworkers. I went through a lot of overcomplicated, slow-paced "beginner" tutorials before landing on yours. Your concise yet full explanation of the basics is exactly what I was looking for!
Great to hear! I'm happy they are helpful for you!
Thank you so much for this awesome and easy Video! Now i can finally start
You are welcome! Glad I can help!
This video is amazing. Thank you so much for making this so easy to understand!
Thank you so much for the kind words! I'm glad it was helpful :)
Omg! I am so lucky I found you! Super helpful and clear!
Hey Natalia! I'm so glad this was helpful!
Awesome video - great explanations without getting into the weeds! Thanks
Thank you! Glad it was helpful to you! 😄
That was a great introduction video. I really appreciate it
Glad this was helpful! 😀
thanks for clearing up clutter inside my brain! make so much difference!
So happy to help! ☺️
This is true mastery-level content, the most descriptive stuff I've ever seen. I am floored! I am genuinely surprised at why this video doesn't have more views!
This tutorial _does_ contain a lot of quality information for users new to ClickUp. The fact that Layla speaks at 100 mph and never seem to take a breath, however, is likely the main reason this video hasn't racked up more views. Slow the playback down to 0.75 speed and you'll get a lot more out of it.
Hey Navin! Just getting caught up on comments🙈
I'm so glad the content helped!
A brilliant video and teacher, thank you
Just getting caught up with comments 🙈
So glad this helped! Thank YOU!
Great Video! Thanks for the help.
So happy this was helpful to you. 😀
awesome! much appreciate your tutorial
Happy to help!
Thank you , very useful
You are an amazing teacher!!! And beautiful they definitely work hand in hand to make this superb level videos
Aw, I appreciate you saying so!
I'm starting a job with a company that uses Click Up, and because of this video I am now more confident and equipped for the work/tasks that I'm about to dive into. THANKS!
Congrats on the job, Dax!! Im so happy to help. 😊
You are amazing! I wacthed their native tutorials and didn't really get it - with this video, I actually started using Click Up for the first time. I have had it for over 3 months lol
I'm glad this video helped you actually start using ClickUp! 😆
Hi Layla. Great video. I came across Click up on another tubers video and I had to check it out. How you go through the basics for a beginner like me, makes me want to use it more and implement it into my daily personal and business schedule.
So glad to hear it!
Good job for folks who are not into tech. Checking this out now.
Happy to help! 😊
very clear, love the analogy thxx
Happy to help!
You had me at the paper lists lol 😆. Perfect analogy. Thank you for this tutorial.
Glad it was helpful! 😁
Great intro! I am working with Clickup since a few weeks ago, but there were a few things I missed. Thanks
So glad this helped you! 🤗
Very helpful, thanks so much!
You’re so welcome!
Thank you soooo much for this! ClickUp is awesome
You're very welcome!
Wow Layla, what a fantastic landing page! Great content, thanks
So happy it helps!
Timestamps!!! Thank you! I was a VA over half a decade ago, when task managament apps were a little simpler. I'm now a craftsman and charity worker doing a bunch of radically different jobs. I figured I could jump straight back into clickup to help manage my different workflows and it would all come flooding back, but looking at my old lists my brain just made a farting noise and switched off. This is exactly the video I was looking for to gently bring me back into the right headspace.
Oh, I’m happy to help! 🙂
wow, super helpful thx!
Just getting caught up with comments 🙈
So glad this helped!
Thank you super helpful!!
Happy to help, Sarah! 🤗
I have been looking for a video that properly explained ClickUp to a complete click novice like me for ages, and most of them start too far up the ladder, I must say you have cracked it, one of the hardest thing to understand from the start is a simple way of how to integrate it into your daily life, your video is excellent at achieving this. the only other thing that helped is that I installed one of click ups folder templates, (the on one vacation planning), and in an instance I could see how to go about planning. Your videos are amazing, I will be watching the whole of this playlist. Thank you.
Just getting caught up with comments 🙈
So glad this helped!
Brilliant!!!
This is so good. Thank you.
I'm so glad this was helpful!
Thanks for your presentation on ClickUp, I am about to take a practical task ( doing a project) using ClickUp. I hope I follow the rest of your footage and give you likes.
Hey! I'm so glad this was helpful! Excited to hear what you think about it :)
Will work you into the budget for course and support. You are an awesome communicator. So wonderful to find you.
I’m happy to help, William! 😌
Brava Layla, thank you!
Happy to help!! ☺️
Wow!! Thank you for taming the potential chaos I no doubt would’ve created without this. 😂🙏🏼💯
I'm so happy to help!
What helped YOU finally make sense of the ClickUp Hierarchy?
If you enjoyed this "mini tutorial" and would like to learn more about the ClickUp hierarchy you can find my full "getting started" mini course for ClickUp members (who aren't necessarily Admins worried about all THOSE features quite yet) by going to ➡️ processdriven.co/services/mini/
Congratulations, amazing video!
Thank you! Cheers!
Love it. Thank you
You are so welcome!
you are brilliant at explaining stuff, keep it up.
Thanks Jonathan! Absolutely - I’m getting started! ☺️
trying to use it with some difficulties...but video is a good start...thanks
Glad it helped!
Thank you !
You're welcome! :)
Great explanation!
Hey! Thank you so much :)
Hey Layla! love the video. For me it was definitely helpful, but struggled a little because I'm coming to ClickUp today lol. Do you have updated videos for ClickUp 3.0? because you did make it super easy to understand for the things that did match up!
Loved that video 😀the biggest problem for me is onboarding as its difficult grasp on how to manage it on a daily basis, hopefully your other videos will be as good as this one 😀 Thank you.
So glad that the content helped! Here are a few other videos I think will help you:
th-cam.com/video/25oDTbqLeDY/w-d-xo.html
th-cam.com/video/shSiyOS4UT8/w-d-xo.html
I hope these help!
-Karleigh at ProcessDriven
Amazing tutorial
Glad you liked it
I love your voice and cadence… keeps me alert! ❤
Hey! Thank you so much! :)
Excellent Support thanks
And I find putting the playback speed at 85 % is easier on my ears.
I’m glad it helps!
You work top down in Windows. I salute you!
Haha thank you so much!