7 ClickUp Setup Mistakes + HOW TO FIX THEM | How to use ClickUp Hierarchy, Views, & more
Just because there's not a right way to set up ClickUp doesn't mean there isn't a wrong way! In this video, I'll cover 7 of the most common mistakes I see with my clients who use ClickUp as beginner, advanced, or even expert users.
Want to work with me to get your ClickUp in order? Join ClickingUp, my online learning community! https://processdriven.co
In this video we'll cover:
00:00 - Introduction to common Click Up mistakes.
00:55 - Should you have more than 1 ClickUp Workspace?
02:08 - What ClickUp Space Settings should you have for ClickUp Required Views?
02:47 - Where to put Custom Fields in the ClickUp hierarchy. (Hint: Not at Everything!)
04:12 - Use ClickUp Lists and Spaces to complement Custom Fields and Views.
05:37 - ClickUp Favorites, Views, and Custom Fields in ClickUp don't need to be pinned always.
06:10 - ClickUp templates are the OUTPUT of a clear process. Not the other way around!
07:42 - Don't expect ClickUp to solve a process, culture, or sales problem. It's a venue.
10:13 - Want more insights? Join ClickingUp! (https://processdriven.co)
Related links:
ClickUp Views EXPLAINED | ClickUp tutorial for beginners on Filters, Group by, Sort by, & Me Mode
https://youtu.be/O8NPrqbXYyE
What are Custom Fields? | ClickUp Tutorial for Beginners
https://youtu.be/S6t2LQAGs50
How to Template Tasks in ClickUp | Use Automations to Standardize Your Process
https://youtu.be/fvailWd2YXk
/ / / / / / LEARN CLICKUP / / / / / /
🟢 Work with me and my team! To schedule a project, visit: https://bit.ly/PD-YT-PD
📲 Join our (free) Facebook Group by visiting at: https://bit.ly/PD-FY-Group
📬 Get software tips and mini blogs directly in your inbox: https://bit.ly/PD-YT-News
🤯 Want to learn more about ClickUp fast? Here's the info about how I can help: https://processdriven.co/services/clickingup/
📊 Free Calculator for the value of your time at: https://bit.ly/PD-YT-Calc
/ / / / / / STAY CONNECTED / / / / / /
👋 Follow me on Facebook: https://bit.ly/PD-YT-FB
👋 Follow me on Instagram: https://bit.ly/PD-YT-IG
👋 Connect with me on LinkedIn: https://bit.ly/PD-YT-LI
➤ Want to steal my setup? I'm in the process of adding my structure here: http://processdriven.co/hub/#links
Affiliate Disclaimer: Some links go to my website or are affiliate links where I'll earn free stuff, a small commission, or good karma if you make a purchase. There is no additional cost to you for using these links, but it does help support me and this content...and (sometimes) gives you discounts, too!
Видео 7 ClickUp Setup Mistakes + HOW TO FIX THEM | How to use ClickUp Hierarchy, Views, & more канала Layla at ProcessDriven
Want to work with me to get your ClickUp in order? Join ClickingUp, my online learning community! https://processdriven.co
In this video we'll cover:
00:00 - Introduction to common Click Up mistakes.
00:55 - Should you have more than 1 ClickUp Workspace?
02:08 - What ClickUp Space Settings should you have for ClickUp Required Views?
02:47 - Where to put Custom Fields in the ClickUp hierarchy. (Hint: Not at Everything!)
04:12 - Use ClickUp Lists and Spaces to complement Custom Fields and Views.
05:37 - ClickUp Favorites, Views, and Custom Fields in ClickUp don't need to be pinned always.
06:10 - ClickUp templates are the OUTPUT of a clear process. Not the other way around!
07:42 - Don't expect ClickUp to solve a process, culture, or sales problem. It's a venue.
10:13 - Want more insights? Join ClickingUp! (https://processdriven.co)
Related links:
ClickUp Views EXPLAINED | ClickUp tutorial for beginners on Filters, Group by, Sort by, & Me Mode
https://youtu.be/O8NPrqbXYyE
What are Custom Fields? | ClickUp Tutorial for Beginners
https://youtu.be/S6t2LQAGs50
How to Template Tasks in ClickUp | Use Automations to Standardize Your Process
https://youtu.be/fvailWd2YXk
/ / / / / / LEARN CLICKUP / / / / / /
🟢 Work with me and my team! To schedule a project, visit: https://bit.ly/PD-YT-PD
📲 Join our (free) Facebook Group by visiting at: https://bit.ly/PD-FY-Group
📬 Get software tips and mini blogs directly in your inbox: https://bit.ly/PD-YT-News
🤯 Want to learn more about ClickUp fast? Here's the info about how I can help: https://processdriven.co/services/clickingup/
📊 Free Calculator for the value of your time at: https://bit.ly/PD-YT-Calc
/ / / / / / STAY CONNECTED / / / / / /
👋 Follow me on Facebook: https://bit.ly/PD-YT-FB
👋 Follow me on Instagram: https://bit.ly/PD-YT-IG
👋 Connect with me on LinkedIn: https://bit.ly/PD-YT-LI
➤ Want to steal my setup? I'm in the process of adding my structure here: http://processdriven.co/hub/#links
Affiliate Disclaimer: Some links go to my website or are affiliate links where I'll earn free stuff, a small commission, or good karma if you make a purchase. There is no additional cost to you for using these links, but it does help support me and this content...and (sometimes) gives you discounts, too!
Видео 7 ClickUp Setup Mistakes + HOW TO FIX THEM | How to use ClickUp Hierarchy, Views, & more канала Layla at ProcessDriven
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