How To Use ClickUp 2.0 - Ultimate Guide Plus My 3 Golden Setup Rules

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If you're interested in having me set your company up on ClickUp and optimize your workflows, contact me on the link above and let's talk!

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Learn how to setup and use ClickUp to run your business or team (updated for ClickUp 2.0).
In this 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:

Basics:
0:22 - ClickUp Structure & Organisation
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

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