How To Use ClickUp - Ultimate Guide Plus My 3 Golden Setup Rules
138.3 هزار بار بازدید -
5 سال پیش
-
Get my help integrating &
Get my help integrating & automating your ClickUp & cross-platform workflow: https://workmanagement.tools/contact/
Get my free guide to making your ClickUp work better:
https://workmanagement.tools/theclick...
Learn how to use ClickUp and the right setup to manage your business and team.
In this ClickUp tutorial I'll take you through how the ClickUp project management structure is designed, how to set up your account, lay out your different work areas, build workflows and templates to streamline your processes and see exactly the information you need, when you need it.
I'll also walk you through reporting, portfolios, goals and views as well as creating and editing tasks in bulk.
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Video Highlights:
0:00 Intro
Basics:
0:22 - ClickUp Structure & Organization
4:39 - Signing Up
6:02 - Navigation
Key Features:
8:14 - Setting up Spaces, Folders, Lists & Templates Right. (Watch this BEFORE creating all of your Folders!)
14:06 - Creating Tasks & Task Details
21:41 - Bulk Creating Tasks, Subtasks & Checklist Items
22:43 - Custom Fields!
28:54 - Bulk Actions across multiple tasks
30:04 - Filters (think: Reporting! and Simple Work Spaces!)
33:01 - Views & View Setup
Extras:
19:18 - Archiving & commenting on tasks via email
26:11 - Bonus: Visual Matrix layout with custom fields
40:02 - Goals
43:20 - Portfolios
45:03 - Reports
Get my free guide to making your ClickUp work better:
https://workmanagement.tools/theclick...
Learn how to use ClickUp and the right setup to manage your business and team.
In this ClickUp tutorial I'll take you through how the ClickUp project management structure is designed, how to set up your account, lay out your different work areas, build workflows and templates to streamline your processes and see exactly the information you need, when you need it.
I'll also walk you through reporting, portfolios, goals and views as well as creating and editing tasks in bulk.
-----------------------------------------------------
Video Highlights:
0:00 Intro
Basics:
0:22 - ClickUp Structure & Organization
4:39 - Signing Up
6:02 - Navigation
Key Features:
8:14 - Setting up Spaces, Folders, Lists & Templates Right. (Watch this BEFORE creating all of your Folders!)
14:06 - Creating Tasks & Task Details
21:41 - Bulk Creating Tasks, Subtasks & Checklist Items
22:43 - Custom Fields!
28:54 - Bulk Actions across multiple tasks
30:04 - Filters (think: Reporting! and Simple Work Spaces!)
33:01 - Views & View Setup
Extras:
19:18 - Archiving & commenting on tasks via email
26:11 - Bonus: Visual Matrix layout with custom fields
40:02 - Goals
43:20 - Portfolios
45:03 - Reports
5 سال پیش
در تاریخ 1398/06/28 منتشر شده
است.
138,311
بـار بازدید شده