Great video! One thing that made me finally decide to stick with tasks over Dashboards + Docs was when it came to action items that needed to be assigned or notes I wanted to reference as a result of the meetings. Because the meeting agenda is a task, I can add it to my task tray and refer to it quickly when assigning action items, sharing notes in task descriptions & comments , etc. When I used doc/dashboard this wasn’t as easy to do because I couldn’t minimize the view, I had to completely leave where I was in CU to go back to the doc/dashboard to view any notes/action items taken from the meeting.
@@LaylaPomper do it...this is WHY I came to this video. and lo-and-behold, you actually touch on it in the Tasks segment. your Google SEO must be pulling from the transcript...bc I searched "EOS Meetings in Clickup" and this video was served! bravo.
@@LaylaPomper Would LOVE to brainstorm this with you. I am implementing EOS in ClickUp as we speak! I've come up with some really good stuff I think, but with your knowledge, I'm sure you could take it next level! We are using a combination of Dashboard and Tasks for running our meetings. Would love to show you my EOS setup :)
Thanks for these videos. Small request: I watch most of these videos on my phone. If you could zoom in on whatever you are showing us, that would be very useful. Perhaps take a look at your analytics. If you have a high proportion of your views on mobile phones, then this zooming idea is a good one. If not, then not to worry. Just a though. Great videos though. Thanks.
Hey, thanks for the feedback Greg! We do have mostly desktop viewers, but I certainly would love to make the viewing experience easier for all viewers, regardless. I've had some trouble shooting ClickUp zoomed-in, just because the formatting gets off...but I'll see if we can do more zoom-in highlights throughout!
This is slightly unrelated to to this video but do you know how to attach a document directly to an existing calendar meeting? I figured it out and then couldn't remember how to do it again. Or, if there is a better way to keep meeting notes organized by meeting, I would really appreciate it. Thanks so much!
I love this approach to use Tags to pull the related tasks up to the meeting dashboard. This makes taking notes during the meeting on the place they belong to a no-brainer! Thanks for sharing. :)
I like your videos and really appreciate the great tips - but I have a suggestion as an audio/podcast producer - to not include the faint background music - it sounds accidental because it is so far in the background and it is distracting... I was looking around to see if someone left their phone on in the room while watching this video (I don't mean to be negative! Just helpful).
Thanks for the feedback @Dana and @Asmund! It's something new we've added in with just the last few videos, so I'll see what we can do to find a happy balance between "vibe" and clarity. :)
I agree - but I never like background music for instructional videos. My brain prefers music to all else and I use a lot of energy tuning it out to focus on the words.
Another excellent video, thanks Layla! I have a meeting "Space" in which I put in tasks (by meeting). Then, when the meeting comes up, I just go there to go through the topics recorded throughout the week. I take TONS of notes, so the notes go in a doc. By the way, for next up, I vote AGENDA.
we use a combination of 1, 2 and 3. create a task for each meeting. attach a document within a task if it is a private meeting. so only attendees can see the doc. we do this for things like performance reviews.On the other hand, we mention a doc page of the agenda for team/group/non-private meetings. We also have a dashboard for meetings where we see the calendar. it also has button that allow us to book a meeting (clickup form) and quick access to the agenda doc.
I found out that tags only work on the space level. They don't work on the everything level. A label can be created at the everything level. I contacted Clickup to find out how to create this at the everything level and they said tags cannot. How did you create this at the everything level? I know you like dark view but it is difficult to see what you are doing in dark view. I am trying to figure out if this is a task folder, task widget inside of a dashboard, or an agenda with tasks inside the document? It is not clear on how you set up this task list. I have watched this video twice because I am working on my team meetings and am coming up with a meeting agenda with tasks that will also allow me to have a repeat agenda and have structure to it. I found the first time I had absolutely no idea what you were talking about. Then I created my set up in clickup. Now I sort of understand what you are talking about but this video (and I do like your videos) seems very all over the place and doesn't really have cohesion. Now I understand all the parts but this video was not helpful in actually setting up a meeting agenda with all of these components or some of them. I am setting up a meeting Dashboard. It would have been more helpful to talk about how to set up meetings in a dashboard with the widgets because this to me seems like the most comprehensive way to set up meetings. Again, I love your videos but this one was very scattered and difficult to follow even after watching it twice.
Hey Candice! Thank you for your patience as I'm just now getting caught up on all of these comments, and for your feedback! If you still need support in this area, I think you'll love the ProcessDriven Collective! This is our free Facebook group where business owners and team leaders from all over the world come together to answer not only ClickUp specific questions but also process and systemization in general, including other platforms! Check it out here: processdriven.co/group
Tasks that are not really tasks (that you do not want in your face all the time) (too much there already lol) no other option but to Archive any other way? Clickup would be awesome if you can create that so you can have a special place to refer. If you can not remember the name in search is there a way to see all archived tasks only in a table or something. Ah to many questions - let me know if I can set up a time. Thank you.
Hey! Just catching up on comments🙈 If you still need ClickUp support, consider joining us inside of the ProcessDriven Collective, our free Facebook group! Here you'll be able to connect with business owners and team leaders from all over the world and get help with your questions! processdriven.co/group
Hey Nickalus! Great question! We primarily help our clients through our ProcessDriven Membership. You can check out the details of the Membership at processdriven.co/services/membership/ 🙂
You may find these two videos to be helpful as they are newer to 2023. ☺️ th-cam.com/video/-rXsVXwst20/w-d-xo.html th-cam.com/video/yLUVmVGCG5A/w-d-xo.html
Hey! Just catching up on comments🙈 If you still need ClickUp support, consider joining us inside of the ProcessDriven Collective, our free Facebook group! Here you'll be able to connect with business owners and team leaders from all over the world and get help with your questions! processdriven.co/group
When I choose Table of contents on what you have in the video, I only get the option to Table of contents in small and then under that it says "add headings to create a table of contents. Learn more (as an external link to clickup document quick clip). Unusual
Amazing video and I'm sure I'll become an avid follower! One question re task option: How could you duplicate the agenda template for new tasks (meetings) but not include last week's agenda?
Hey Laura! Just getting caught up on comments🙈 What we do at ProcessDriven is copy the agenda and paste it into the comments so we always have a record of it. Then we remove anything we don't need for the next meeting so it's always fresh and ready. I hope this helps!
Thanks Layla! Agenda is my vote, and thank you for getting through the video as quickly as possible. When I search TH-cam, I'm always hoping to find something that will consume as little time as possible. Much appreciated!
Agenda - my specific question is if we used the tag's and have multiple client meetings and we wanted to not pull all the company wide "to discuss" but wanted to pull just for that client. (Using CU to run our digital agency and we're outside client/stakeholder meeting heavy)
You could try added another Tag for that client, and then when you add the filter, you add two filters - all tags 'to discuss' and all tags 'client name'. That should work, then you will only get stuff showing up for that particular client.
I think tasks are the best method by far for meetings. Tasks serve as a record of the meeting, the meeting notes and agenda should be typed into the meeting task or subtask, after the meeting the notes are only a record moving forward and the notes should be turned into to-do's, this means that there is almost no such thing as a note, a note will most always turn into a to-do. Meetings I think in most peoples cases should be to-dos because they should always show as a record, doing this in the dashboard doesn't allow for that if one is not making there tasks or sub tasks as meetings.
Tasks work well for a lot of different companies organizing meetings! The Dashboard method you're mentioning does not incorporate a Task for each meeting (though it could). The Dashboard is simply the agenda.
thanks a lot for this video. Une vidéo indispensable brava ! pleine d'idées et de solutions brillantes pour résoudre ses petits problèmes de com interne/externe au projet. merci beaucoup
When you create tasks that are not really tasks, which column do you put them in. Would you put them in Closed so not showing up everywhere. How much do you charge for an hour consulting. That might be better to get some questions answered. I respect your time and feel better if I pay for it. Thank you.
Hey Richard! I use Active/Inactive statuses or something that makes sense for that data. You might find this helpful: processdriven.co/systems/clickup-status-box-or-checkmark/
Love your videos, please keep them coming. A good view on New releases would be excellent. Super quick question..... where can I see a list of all my reminders? ]
Aw thank you! Appreciate it! As for new releases, I actually do a weekly livestream (only for our paying members) every Monday for each ClickUp Update. Details at processdriven.co ☺️ As for your question, go to the Home in the top left! Your Reminders all live in the new My Work section as of the most recent Home update. ☺️
@@LaylaPomper Thank you. Duly noted on the New Releases. I'll consider membership. I should have articulated my ask a little better, apologies. The guidance you provide shows my reminders embedded next to tasks for a particular day, however, what I'm looking for is a simple link that lists all my reminders, on their own? Is that possible.
I think you are doing way more work than necessarry by tagging and making notes in seperate tasks and sub tasks. Things could and most likely in most peoples cases I've found so far be much more local. I find your use of tags in this video and making notes in multiple different tasks and sub tasks is doing a lot more work than needed. I recently was doing this. My new workflow makes it so I don't have to do any of that. Too much for me to explain over text but perhaps look into how you could get rid of those methods. Since I've done so, I've been a lot more efficient.
@@LaylaPomper For sure! That's a good point and I do agree that it's different for everyone, however I still think main principles apply for most everyone. I will think of tags though now from your comment and see if I can make tagging make more sense for some of my stuff. I currently tag only templates, I would never tag a dynamic task area, something that isn't a template, only templates for me get tags. Before I would tag things that were not a template and found a much faster way of doing things so that I don't have to constantly tag, etc to anything, saved me a lot of time. Thanks for your response. Cheers.
@@arayahomes4308 Not sure if you are using Click up as a team, but seems the tags are really useful for teams and complex info coming in at different times.
How do you organize team meetings or agendas in ClickUp?
Also - vote “SLACK” or “AGENDA” based on what content you’d like to see next!
PRO TIP: set playback speed to .75! So Layla speaks at a human speed vs Click-up Robot Super Pro Machine (remember the micro machine guy!)
🤣 Appreciate you!
Oh my gosh, amazing tip. Thank you. I speak fast, but this is like lightning!!!
Oh my goodness she is on hyper drive in in this video! I've watched many of her videos in the last few days and in none of them she spoke this fast! 😂
Great video! One thing that made me finally decide to stick with tasks over Dashboards + Docs was when it came to action items that needed to be assigned or notes I wanted to reference as a result of the meetings.
Because the meeting agenda is a task, I can add it to my task tray and refer to it quickly when assigning action items, sharing notes in task descriptions & comments , etc.
When I used doc/dashboard this wasn’t as easy to do because I couldn’t minimize the view, I had to completely leave where I was in CU to go back to the doc/dashboard to view any notes/action items taken from the meeting.
I love this! Thanks so much for sharing Akilah, I'm sure this will help so many people to read!
I loved your honesty towards pros and cons of each method. Made it really great to understand and make a decision for my team.
Oh I'm so glad to hear that! :D
Agenda. We’re running EOS style meetings using tasks but always open to new ideas!
Love it! I've been tinkering with the idea of doing an "EOS in ClickUp" bundle one of these days, so this is helpful!
@@LaylaPomper do it...this is WHY I came to this video. and lo-and-behold, you actually touch on it in the Tasks segment.
your Google SEO must be pulling from the transcript...bc I searched "EOS Meetings in Clickup" and this video was served! bravo.
@@LaylaPomper Would LOVE to brainstorm this with you. I am implementing EOS in ClickUp as we speak! I've come up with some really good stuff I think, but with your knowledge, I'm sure you could take it next level! We are using a combination of Dashboard and Tasks for running our meetings. Would love to show you my EOS setup :)
Thanks for these videos. Small request: I watch most of these videos on my phone. If you could zoom in on whatever you are showing us, that would be very useful. Perhaps take a look at your analytics. If you have a high proportion of your views on mobile phones, then this zooming idea is a good one. If not, then not to worry. Just a though. Great videos though. Thanks.
Hey, thanks for the feedback Greg! We do have mostly desktop viewers, but I certainly would love to make the viewing experience easier for all viewers, regardless. I've had some trouble shooting ClickUp zoomed-in, just because the formatting gets off...but I'll see if we can do more zoom-in highlights throughout!
Thank you layla for this hopeful video
It's my pleasure! I'm glad it helped!
Wow! she really speaks fast!
haha! I've definitely been working on this one. I hope you still found it helpful!
Thank you so much Layla! Excellent! I vote AGENDA.
You're very welcome! Agendas, noted. 😊 Also, welcome to How to ClickUp-- I hope you've been enjoying it! 😎
This is slightly unrelated to to this video but do you know how to attach a document directly to an existing calendar meeting? I figured it out and then couldn't remember how to do it again. Or, if there is a better way to keep meeting notes organized by meeting, I would really appreciate it. Thanks so much!
Hi there! Are you talking about a ClickUp document?
I love this approach to use Tags to pull the related tasks up to the meeting dashboard. This makes taking notes during the meeting on the place they belong to a no-brainer! Thanks for sharing. :)
Yes, exactly! One of my most-used Dashboards is our meetings one....so helpful!
Thanks for commenting, Tom! ☺️
Great job explaining. Thank you. Would like to "SLACK", how to use ClickUp to replace Slack.
Thanks for voting!
how di you set up the task at the everything level?
Love it and the editing is super smooth! Great job👏
Right? Clearly, I didn’t edit it. 🤣🤣
Vote: Agenda
Would love to replace Slack! Thank you so much Layla for the content
You’re welcome! Thanks for voting! ☺️
Are you speeding up your videos, or is that just how fast you speak? :))
I’m afraid that me TRYING to talk slowly. 😬
@@LaylaPomper oh, Gosh, haha. Great content though. Thanks :p
Great video as always! I vote agenda, specifically using Clickup to track EOS agenda
Noted! You’re thinking the L10 agenda?
I like your videos and really appreciate the great tips - but I have a suggestion as an audio/podcast producer - to not include the faint background music - it sounds accidental because it is so far in the background and it is distracting... I was looking around to see if someone left their phone on in the room while watching this video (I don't mean to be negative! Just helpful).
I personally love that background music..
Thanks for the feedback @Dana and @Asmund! It's something new we've added in with just the last few videos, so I'll see what we can do to find a happy balance between "vibe" and clarity. :)
I agree - but I never like background music for instructional videos. My brain prefers music to all else and I use a lot of energy tuning it out to focus on the words.
Another excellent video, thanks Layla! I have a meeting "Space" in which I put in tasks (by meeting). Then, when the meeting comes up, I just go there to go through the topics recorded throughout the week. I take TONS of notes, so the notes go in a doc. By the way, for next up, I vote AGENDA.
LOVE that approach! Hope others see this comment and learn from it!
Also, thanks for the vote! 😉
we use a combination of 1, 2 and 3. create a task for each meeting. attach a document within a task if it is a private meeting. so only attendees can see the doc. we do this for things like performance reviews.On the other hand, we mention a doc page of the agenda for team/group/non-private meetings. We also have a dashboard for meetings where we see the calendar. it also has button that allow us to book a meeting (clickup form) and quick access to the agenda doc.
Love this structure! ☺️ So glad you shared it!
How do you create the tag at the everything level? I can only figure out how to do it at the space level.
It’d be per Space! 🙂
I found out that tags only work on the space level. They don't work on the everything level. A label can be created at the everything level. I contacted Clickup to find out how to create this at the everything level and they said tags cannot. How did you create this at the everything level? I know you like dark view but it is difficult to see what you are doing in dark view. I am trying to figure out if this is a task folder, task widget inside of a dashboard, or an agenda with tasks inside the document? It is not clear on how you set up this task list. I have watched this video twice because I am working on my team meetings and am coming up with a meeting agenda with tasks that will also allow me to have a repeat agenda and have structure to it. I found the first time I had absolutely no idea what you were talking about. Then I created my set up in clickup. Now I sort of understand what you are talking about but this video (and I do like your videos) seems very all over the place and doesn't really have cohesion. Now I understand all the parts but this video was not helpful in actually setting up a meeting agenda with all of these components or some of them. I am setting up a meeting Dashboard. It would have been more helpful to talk about how to set up meetings in a dashboard with the widgets because this to me seems like the most comprehensive way to set up meetings. Again, I love your videos but this one was very scattered and difficult to follow even after watching it twice.
Hey Candice! Thank you for your patience as I'm just now getting caught up on all of these comments, and for your feedback!
If you still need support in this area, I think you'll love the ProcessDriven Collective! This is our free Facebook group where business owners and team leaders from all over the world come together to answer not only ClickUp specific questions but also process and systemization in general, including other platforms! Check it out here: processdriven.co/group
Tasks that are not really tasks (that you do not want in your face all the time) (too much there already lol) no other option but to Archive any other way? Clickup would be awesome if you can create that so you can have a special place to refer. If you can not remember the name in search is there a way to see all archived tasks only in a table or something. Ah to many questions - let me know if I can set up a time. Thank you.
I often won’t use assignees for SOPs so that they don’t clutter up my home view. That, or all I’ll create custom Views that filter out those areas. 🙂
I've created a task meeting with a document inside. Trying to figure out how to recur that every week without much manual work
Hey! Just catching up on comments🙈
If you still need ClickUp support, consider joining us inside of the ProcessDriven Collective, our free Facebook group! Here you'll be able to connect with business owners and team leaders from all over the world and get help with your questions! processdriven.co/group
this is phenomenal. You are hands-down the best Clickup guru on YT!!
Aw, thank you Nickalus! I’m still learning, too, but happy to share as I go! ☺️
@@LaylaPomper i have now implemented the Dashboard and the team likes it.
Layla, how woudl I hire you to help us make better use of clickup in our org?
Hey Nickalus! Great question! We primarily help our clients through our ProcessDriven Membership. You can check out the details of the Membership at processdriven.co/services/membership/ 🙂
Always awesome watching your video's
I appreciate that! Thank you!
Would love to see a refreshed version of this for 2023
You may find these two videos to be helpful as they are newer to 2023. ☺️
th-cam.com/video/-rXsVXwst20/w-d-xo.html
th-cam.com/video/yLUVmVGCG5A/w-d-xo.html
Can you link a client dashboard to their Task-listing ? Kind of like a view. Or attach their dashboard to their card/slot?
Hey! Just catching up on comments🙈
If you still need ClickUp support, consider joining us inside of the ProcessDriven Collective, our free Facebook group! Here you'll be able to connect with business owners and team leaders from all over the world and get help with your questions! processdriven.co/group
Agenda
Thanks for voting!
Hey Layla. Just want to say thanks!
Best of wishes.
Ah you’re so very welcome Erik!
Agenda
Agenda
Agenda
Thanks for your vote Peter!
When I choose Table of contents on what you have in the video, I only get the option to Table of contents in small and then under that it says "add headings to create a table of contents. Learn more (as an external link to clickup document quick clip). Unusual
Ahh yes, you need to have Headers to have them show up in a ToC. That means selecting text and formatting it as a header (aka bigger font size)
Amazing video and I'm sure I'll become an avid follower! One question re task option:
How could you duplicate the agenda template for new tasks (meetings) but not include last week's agenda?
Hey Laura! Just getting caught up on comments🙈
What we do at ProcessDriven is copy the agenda and paste it into the comments so we always have a record of it. Then we remove anything we don't need for the next meeting so it's always fresh and ready. I hope this helps!
Thanks Layla! Agenda is my vote, and thank you for getting through the video as quickly as possible. When I search TH-cam, I'm always hoping to find something that will consume as little time as possible. Much appreciated!
You got it, Aaron! Try my best!!
Late to the party here, but my vote is for Agenda!
P.S. Thanks Layla for these amazing tips x
🥰 So happy to help!
Agenda - my specific question is if we used the tag's and have multiple client meetings and we wanted to not pull all the company wide "to discuss" but wanted to pull just for that client. (Using CU to run our digital agency and we're outside client/stakeholder meeting heavy)
You could try added another Tag for that client, and then when you add the filter, you add two filters - all tags 'to discuss' and all tags 'client name'. That should work, then you will only get stuff showing up for that particular client.
Abi's method (or just about any filter-friendly option, like a Custom Field, Location, etc.) would be a great workaround. Thanks for the vote!
Hi Layla, how do you get it to say template with that little key. I created from template but is that a lock? Thank you.
Docs have an emoji field you can use! Otherwise, I’d just paste an emoji (copy and paste from emojipedia or similar tools) into the title! 🙂
I think tasks are the best method by far for meetings. Tasks serve as a record of the meeting, the meeting notes and agenda should be typed into the meeting task or subtask, after the meeting the notes are only a record moving forward and the notes should be turned into to-do's, this means that there is almost no such thing as a note, a note will most always turn into a to-do. Meetings I think in most peoples cases should be to-dos because they should always show as a record, doing this in the dashboard doesn't allow for that if one is not making there tasks or sub tasks as meetings.
Tasks work well for a lot of different companies organizing meetings! The Dashboard method you're mentioning does not incorporate a Task for each meeting (though it could). The Dashboard is simply the agenda.
Slack and Twist!
Hey Artur! Just getting caught up on comments🙈
Thank you for sharing!
Love your videos Layla; you are definitely my ClickUp guru 👏👏👏
Hey! Just getting caught up on comments🙈
I'm so happy this was helpful!
Agenda! I really liked the dashboard layout. I'm gonna play around with that approach later!
So glad to hear it! Thanks for voting!
thanks a lot for this video. Une vidéo indispensable brava ! pleine d'idées et de solutions brillantes pour résoudre ses petits problèmes de com interne/externe au projet. merci beaucoup
Bonjour! Je suis juste rattrapé par les commentaires 🙈
Merci beaucoup pour ces mots gentils. Je suis content que cela ait été utile !
When you create tasks that are not really tasks, which column do you put them in. Would you put them in Closed so not showing up everywhere. How much do you charge for an hour consulting. That might be better to get some questions answered. I respect your time and feel better if I pay for it. Thank you.
Hey Richard! I use Active/Inactive statuses or something that makes sense for that data.
You might find this helpful: processdriven.co/systems/clickup-status-box-or-checkmark/
Also, my services are listed at ProcessDriven.co, should you want a little more support! ☺️
@@LaylaPomper Wow Layla you are incredible. I will enquire about your services Thank you so much.
Thank you for this video. I find it really helpful!
So happy to help! ☺️
Love your videos, please keep them coming. A good view on New releases would be excellent. Super quick question..... where can I see a list of all my reminders?
]
Aw thank you! Appreciate it!
As for new releases, I actually do a weekly livestream (only for our paying members) every Monday for each ClickUp Update. Details at processdriven.co ☺️
As for your question, go to the Home in the top left! Your Reminders all live in the new My Work section as of the most recent Home update. ☺️
@@LaylaPomper Thank you. Duly noted on the New Releases. I'll consider membership. I should have articulated my ask a little better, apologies. The guidance you provide shows my reminders embedded next to tasks for a particular day, however, what I'm looking for is a simple link that lists all my reminders, on their own? Is that possible.
Just heard that this is a feature request. No need to reply. Thanks
Agenda
Thanks for voting!
Slack
Aye aye!
Agenda
Thanks for voting!
I think you are doing way more work than necessarry by tagging and making notes in seperate tasks and sub tasks. Things could and most likely in most peoples cases I've found so far be much more local. I find your use of tags in this video and making notes in multiple different tasks and sub tasks is doing a lot more work than needed. I recently was doing this. My new workflow makes it so I don't have to do any of that. Too much for me to explain over text but perhaps look into how you could get rid of those methods. Since I've done so, I've been a lot more efficient.
Hey Tucker! I think different things work for different people! For us, having a tag to identify talking points has been a total game-changer.
@@LaylaPomper For sure! That's a good point and I do agree that it's different for everyone, however I still think main principles apply for most everyone. I will think of tags though now from your comment and see if I can make tagging make more sense for some of my stuff. I currently tag only templates, I would never tag a dynamic task area, something that isn't a template, only templates for me get tags. Before I would tag things that were not a template and found a much faster way of doing things so that I don't have to constantly tag, etc to anything, saved me a lot of time. Thanks for your response. Cheers.
@@arayahomes4308 Not sure if you are using Click up as a team, but seems the tags are really useful for teams and complex info coming in at different times.
SLACK
You got it!
EOS please
Hey! Just getting caught up on comments🙈
We're on it!
Slack (please)
Roger that! Thanks!
Well, that was just a little bit to clever boss. :-)
Ha! So glad you liked it!
Slack for me. Love your videos!
Aw thank you! Glad they’re helpful! ☺️
Thanks for voting!
Slack!!!
Thanks for the vote!! ☺️
Great stuff - Agenda for me!!
Roger that! 🙂
Agenda. Thanks again!
Great! Thanks for voting! ☺️
Both sound awesome!
Thanks for your voteS! 😉
Agenda
You got it!
Slack!
Got it! Thanks for voting!
Agenda
Got it! Thanks Janine!
agenda
Got it! Thanks for voting!
AGENDA
Thanks for commenting!
AGENDA
Thanks for voting!
The dashboard method is very creative and easy to use, I LIKE IT.
I'm so glad this is helpful!