How to ClickUp
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Unlock the action-oriented mini course and expert support that has helped 1,900+ professionals like you build ClickUp confidence in hours, not months.
This rapidly-developing tool promises to become the one app that replaces them all. Instead of being scattered across dozens of incomplete tools, ClickUp becomes the one, centralized spot to see everything you need to do, think about, or discuss.
Sounds amazing, doesn’t it? Yet… I’m guessing your ClickUp journey hasn’t been so simple.
Here’s a hard truth: ClickUp is only as powerful as your and your collaborators’ ability to use ClickUp. Perhaps you or your team have struggled with the practical side of navigating ClickUp or maybe it’s the fundamentals of systems and processes that are holding you back… either way, you’re finding yourself stuck on the wrong end of the (infamous) ClickUp learning curve.
Know where to start your day so you can spend less time finding work and more time getting work done.
Eradicate wasted time in your own role, and amongst your team, by skipping ClickUp trial and error.
Feel confident in your ability to use core ClickUp features to collaborate professionally with your team.
Remove miscommunication and add clarity by learning the best practices which your whole team can follow.
If you’re like most ClickUp users, you’ve considered (or tried) learning ClickUp fundamentals the hard way:
You’ve found yourself drowning in endless information that doesn’t really answer the core question, “How should we actually use ClickUp each day?”
How to ClickUp is the online course + expert training that’s already helped 1,700+ busy people increase their confidence and productivity using ClickUp… in less than one day.
…or keep scrolling to learn all the juicy details!
We believe mastering just 20% of ClickUp’s features can unlock 80% of ClickUp’s value. And that’s a good thing, because your time is too valuable to spend mastering every ClickUp setting! This course guides you step-by-step through the ClickUp features you really need.
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With How to ClickUp, you’ll unlock (3) Decision Trees that break down the logic behind setting up your ClickUp account. Find the answers to questions such as, “Should this project be a List or a Task in ClickUp?” without falling down a YouTube rabbit hole! Current resources include:
I bought ClickUp last summer, but was so overwhelmed with how to structure it. I spent so much time just trying to figure it out that I just gave up until recently. I decided to give it another shot and finished the How to ClickUp mini course last week — it has been life-changing!
This has been ridiculously valuable, you’ve given me a whole new perspective on using my new ClickUp account! I did your ClickUp for beginners — this has just made everything make so much sense! You guys are awesome!
Prefer to learn by asking questions? We get it! That’s why we include threads (staffed by the ClickUp experts at ProcessDriven) on every learning lesson.
If you have a burning ClickUp question, need clarification on a topic, or just want to dive deeper, we’re here for you!
I bought the course early one morning, had immediate access, went through it with my clickup open on another desktop and was able to make changes and work within the app while learning different things. It was a fantastic value and I would highly recommend. I think [How to ClickUp] was absolutely perfect for my needs.”
How to ClickUp provides basic training appropriate for everyone from the casual Guest User to the aspiring Admin. We encourage enrolling all team members to instill shared ClickUp conventions that will prevent collaboration-killing bad habits that, based on our experience, are painfully common. How to ClickUp is perfect for…
New Team Members who need to be able to find, manage, and prioritize their daily tasks without getting distracted by the fancy ClickUp features they don't need.
Aspiring ClickUp Builders who want to fully understand the core features so they can train their team and, eventually build more advanced skills for themselves.
CEOs & Big-Picture Thinkers who need to know enough to be able to delegate tasks quickly or review the big picture within ClickUp, but don't want or need to be lost in the details.
Clients & Collaborators who need to understand how to professionally work inside of ClickUp for one-off projects or engagements without getting overwhelmed.
As a Process & ClickUp Verified Consultant, I’ve spent years working with small teams on ClickUp implementations. After guiding teams through 1,000+ ClickUp rollouts, I’ve learned two powerful lessons:
I originally created How to ClickUp back in 2020 as a series of simple video guides to teach my clients’ team members how to thrive inside of ClickUp. Multiple years and hundreds of iterations later, How to ClickUp has expanded into a hybrid course + support program that has helped 1,800+ team members learn ClickUp in less than one day.
I’m so proud of the end result that we use this exact same course to train every new ProcessDriven employee on how to use ClickUp!
Unlock How to ClickUp and access the training, support, and resources you need to learn the ClickUp essential features you really need.
Don’t do it. You’ll spin at your wheels because the information isn’t in an order that will teach you in a way that you can fully digest, plus you’ll miss out on the personal feedback and community that will support your learning.” [Later, when asked what ProcessDriven can improve on.] “I’m literally drawing a blank here, I’m blown away.”
This course is built for beginners. No experience with ClickUp is necessary to get started.
This course covers essential topics like:
To keep our scope laser-focused, the course explicitly does not cover designing ClickUp, setting up ClickUp, or any Admin-level features. (That’s what we teach in our advanced program!)
Absolutely! Each lesson of our course includes discussion features that allow you to ask questions and get feedback from the experts at ProcessDriven.
No, it doesn’t. We focus on teaching the highest return-on-time features that all users truly need to know.
We spend a ridiculous amount of time culling our curriculum to be as succinct and digestible as possible because we do not believe more information is more good. As the old saying goes, “If I had more time, I would have written a shorter letter.”
If you’re looking to use ClickUp on a day-to-day basis with more confidence and fewer clicks, you’ll probably find How to ClickUp helpful. Our guidance is designed for the complete beginner but we provide best practices and bonus resources that even expert-level ClickUp users can learn from.
Unlike YouTube, How to ClickUp is organized sequentially, available in multiple learning formats, and meticulously updated as ClickUp changes. If you’re looking for the most efficient way to build basic ClickUp skills, this is faster – by far – than skimming dozens of impossible-to-update YouTube videos.
Yes! We review this course for potential updates every time ClickUp publishes new Release Notes, which is typically weekly.
You’ll receive lifetime access to the product, How to ClickUp, for as long as this course exists!
Well, yes and no. We do know that over 1,700+ students (with different industries, continents, and brains) have battle-tested this course and shared testimonials like the ones found throughout this page. But, even still, we can’t 100% guarantee this course will work for how you like to learn. That’s why we also offer a 14-Day Money-Back Guarantee just to eliminate any risk.
Have a question we didn’t answer yet? Message us your question — we’d be happy to help!