Want faster results? Try How to ClickUp
We've packed the essential ClickUp features into one Mini Course to help you learn the basics in less than one day.
Freebie: ClickUp Cost Calculator
With our free calculator, figure out the most cost-effective way to invite your team into ClickUp.
Step 1.
Learn the basics of ClickUp.
You're excited by the potential of ClickUp...but aren't yet sure whether ClickUp is right for you. Take some time to explore core features!
Step 2.
Figure out what your business workflows are.
You're tired of trial-and-error in your ClickUp structure. You're ready to get it set up right – finally! To move forward, you need to take a step back and focus on your business workflows.
Want faster results? Join the Membership
If you want step-by-step instructions and personal support to speed up this process, join the membership!
Freebie: ClickUp Setup Masterclass
Learn how to avoid the most common setup mistakes in our high-level masterclass, The Blueprint.
Want faster results? Join the Membership
If you want step-by-step instructions and personal support to speed up this process, join the membership!
Freebie: Free ClickUp Hierarchy Quiz
Our free quiz can help you decide between Spaces, Folders, Lists, and Tasks.
Step 3.
Build a process-based ClickUp setup.
You know the "what" and "how" of your business workflows. Now, it's time to get back to building out a ClickUp structure to manage all of the moving pieces!
Step 4.
Delegate and automate your day-to-day work.
You've built your foundational systems in ClickUp...but now you need to feed that system! Documentation, automations, and SOPs will take you from "I'm pretty organized" to "We're operating like a well-oiled machine!"
Want faster results? Join the Membership
If you want to join a community of peers who are systemizing their business using automation and delegation, join the membership!
Need a kick-in-the-butt to stop procrastinating process documentation? Subscribe to our FREE newsletter for actionable advice to help you build your business processes in ClickUp once and for all.