In this video, I walk through how I use ClickUpUse our ClickUp affiliate link! Docs to create Policies & Procedures / Team Handbook for my team. This function could Word docs, Dropbox Paper, Evernote, or Google Docs by keeping everything in one place — ClickUp.
What if your Employee Handbook was actually located WHERE your employees work? Crazy, right?
Note: This video was filmed in Q1 2020, so some of the features within ClickUp may have changed since the time you’re viewing it!
0:03 Doc feature overview
1:32 How to use the ClickUp Doc feature for SOPs
2:14 Utilizing Doc feature to create a Handbook
4:00 How to share the ClickUp Doc
Want to try ClickUp? Check out my affiliate link.
- How can I share a Doc with a link?
- Software to Organize SOPs | Example using ClickUp Docs and Task Templates
Layla is the Creator and CEO at ProcessDriven, where she helps small teams turn chaos into process inside our signature training programs. Since 2018, Layla has been combining software, operations, and storytelling to guide 1,200+ teams to “Enjoy the Process!” while building a scalable foundation of business systems. The rest of the time? She's focused on creating value over on our YouTube Channel and free Facebook Group.