6 Ways to Create SOPs & Template Tasks | Advanced ClickUp Tutorial
29.9 هزار بار بازدید -
4 سال پیش
-
Need some guidance creating SOPs
Need some guidance creating SOPs for your team? Download our 109 Time-Saving SOPs Every Team Needs Checklist at https://processdriven.co/sops
Today we're going to take a step back from workflows to help you reduce the friction of documenting your processes using ClickUp.
The different options for how to create standardized processes in ClickUp is an area where I see a lot of clients (and team members!) get tripped up. In a two-birds-with-one-stone video, I'm creating this video to provide a detailed resource explaining the most common options.
That way, you can stop overthinking and start DOCUMENTING!
(And if you want to join this conversation LIVE next time, join the free group at ProcessDriven.co/group)
Enjoy these videos and want to work with me on YOUR ClickUp + Workflows puzzle? Visit ProcessDriven.co
Here's what we'll cover:
00:00 - Introduction
1:43 - First, watch my video example SOP video for a newsletter process!
2:12 - Complexity is a blessing and a curse.
3:56 - FYI ClickUp does have a free plan.
4:18 - Instances/versioning is a big headache with ClickUp templates
5:57 - Method #1 Task with Subtasks
6:15 - Side Note: How to Use Templates Method A
6:50 - Side Note: How to Use Templates Method B
8:40 - Side Note: ClickUp Subtask Dependencies
9:12 - Side Note: Consider Numbering Subtasks
10:00 - Method #2 Task with Checklists
11:55 - Side Note: Checklists have less visibility.
12:50 - Method #3 Task with Description
13:41 - Side Note: Printing from ClickUp
14:24 - Side Note: Assigned Comments in ClickUp
15:47 - Why use Docs for SOPs in ClickUp?
16:57 - Method #4 Task with Doc
18:43 - Side Note: You can have ClickUp open in multiple windows.
19:48 - Method #5 Task with Public ClickUp Doc
23:20 - Method #6 Hybrid
29:18 - Side Note: Leverage your SOP Doc templates!
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
Today we're going to take a step back from workflows to help you reduce the friction of documenting your processes using ClickUp.
The different options for how to create standardized processes in ClickUp is an area where I see a lot of clients (and team members!) get tripped up. In a two-birds-with-one-stone video, I'm creating this video to provide a detailed resource explaining the most common options.
That way, you can stop overthinking and start DOCUMENTING!
(And if you want to join this conversation LIVE next time, join the free group at ProcessDriven.co/group)
Enjoy these videos and want to work with me on YOUR ClickUp + Workflows puzzle? Visit ProcessDriven.co
Here's what we'll cover:
00:00 - Introduction
1:43 - First, watch my video example SOP video for a newsletter process!
2:12 - Complexity is a blessing and a curse.
3:56 - FYI ClickUp does have a free plan.
4:18 - Instances/versioning is a big headache with ClickUp templates
5:57 - Method #1 Task with Subtasks
6:15 - Side Note: How to Use Templates Method A
6:50 - Side Note: How to Use Templates Method B
8:40 - Side Note: ClickUp Subtask Dependencies
9:12 - Side Note: Consider Numbering Subtasks
10:00 - Method #2 Task with Checklists
11:55 - Side Note: Checklists have less visibility.
12:50 - Method #3 Task with Description
13:41 - Side Note: Printing from ClickUp
14:24 - Side Note: Assigned Comments in ClickUp
15:47 - Why use Docs for SOPs in ClickUp?
16:57 - Method #4 Task with Doc
18:43 - Side Note: You can have ClickUp open in multiple windows.
19:48 - Method #5 Task with Public ClickUp Doc
23:20 - Method #6 Hybrid
29:18 - Side Note: Leverage your SOP Doc templates!
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
4 سال پیش
در تاریخ 1399/06/19 منتشر شده
است.
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