ClickUp for Guests
Guest Access in ClickUp - while generous in all that you can access compared to other software - still has its limitations in comparison to Member Access to your team's…
ClickUp to Manage Goals, OKRs, or Rocks (EASILY)
Want to organize your Goals in ClickUp? In this video, I'll show you a task-based alternative to the clunky #Goals feature built-into ClickUp's sidebar. In this tutorial, we'll show you…
Using ClickUp to Maintain an Online Course (ClickUp Tour)
If you're looking to manage an online course or membership using ClickUp, you're not alone. ClickUp Consultant Layla at ProcessDriven has gone from running a full service-based consulting business to…
How to Use ClickUp for Meeting Agendas w/ Dashboard, Doc or Tasks
If you're looking to organize your meetings, team check-ins or client calls inside ClickUp, you're in the right place. In this video, we're going to go over three different structures…
Email FROM ClickUp Tutorial | Field Service Use Case
ClickUp's Newest Email Feature has replaced the other, not-so-great, previous options we had as a workaround for getting information from ClickUp to clients and teams outside of ClickUp - and…
How to Organize & MAINTAIN Your Online Course (in Notion or ClickUp)
There's lots of hype about launching online courses -- but rarely is there a discussion about the SYSTEMS needed before (and after) that fancy-schmancy launch. So what IS needed to…
How to make your ClickUp Automations trigger when you want to – and not trigger when you don’t.
Have you ever tried to set up ClickUp automations, and you found that the subtasks were actually triggering the automation? Yeah, us too. In this video, ClickUp Consultant Layla at…
7 Ways to Manage Approvals in ClickUp
Setting up your approval process in ClickUp in a way that works best for your team is CRUCIAL to keep everyone on the same page and make sure small mistakes…
How BUSINESS MODEL changes the ClickUp Hierarchy (Space vs. Folder. vs. List vs. Task)
The ClickUp Hierarchy (deciding if your project should be a Space, Folder, List, or Task in ClickUp) is hard enough...but did you know the "right choice" will depend heavily on…
ClickUp Training 101: How to Set Up ClickUp & Build Strong SOPs
If you're a team leader or business owner trying to find the best software for project management or tracking your processes, odds are you've heard of ClickUp and the importance…
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