- 83
- 41 432
Ramzi⋅The Systems Guy
Приєднався 25 лип 2023
Hey there! I'm Ramzi, and I help agencies scale up their operations without the need for additional people. On this channel, you'll discover how to build robust personal and business systems that lead to a more efficient and peaceful life.
🚀 What you'll learn:
• Effective use of ClickUp
• Workflow automation techniques
• Productivity hacks for solopreneurs and small business owners
• Strategies for improving mental well-being while growing your business
🚀 What you'll learn:
• Effective use of ClickUp
• Workflow automation techniques
• Productivity hacks for solopreneurs and small business owners
• Strategies for improving mental well-being while growing your business
Save ANY Webpage to ClickUp in a Snap - Save to ClickUp demo.
Save to ClickUp is a free browser extension that lets you save complete webpage content directly into ClickUp tasks. Perfect for saving articles to read offline, research, or content curation.
⚡ KEY FEATURES:
Save full webpage content (not just URLs)
Read saved content offline in ClickUp mobile/tablet
Quick workspace/list selection
Works with Chrome, Firefox and Edge
💾 Download free:
Chrome: go.savetoclickup.com/chrome
Firefox:go.savetoclickup.com/frefox
Edge: go.savetoclickup.com/edge
―――
👋🏻 ABOUT ME
Hey, I'm Ramzi
I help B2B digital agencies streamline their operations.
If you want to learn more about ClickUp, make sure you check out my services:
www.upsys-consulting.com/
―――
📱 LET'S CONNECT
LinkedIn: www.linkedin.com/in/ramzitabka
X: heyramzi
Instagram: hey.ramzi
TikTok: www.tiktok.com/@hey.ramzi
Facebook: itsheyramzi
―――
⏱️ HIGHLIGHTS
00:00 Introduction
00:35 Creating Your ClickUp Account
02:23 Personal Settings
04:08 Understanding ClickUp Notifications
07:41 Workspace settings
10:13 Extra settings (optional)
13:06 ClickUp UI
15:08 Understanding Hierarchy
24:14 Creating Tasks
26:50 Team Members and Assignees
28:28 Conclusion
―――
Don't forget to leave a comment below with your biggest ClickUp challenges and questions. I'm here to help! 👇
⚡ KEY FEATURES:
Save full webpage content (not just URLs)
Read saved content offline in ClickUp mobile/tablet
Quick workspace/list selection
Works with Chrome, Firefox and Edge
💾 Download free:
Chrome: go.savetoclickup.com/chrome
Firefox:go.savetoclickup.com/frefox
Edge: go.savetoclickup.com/edge
―――
👋🏻 ABOUT ME
Hey, I'm Ramzi
I help B2B digital agencies streamline their operations.
If you want to learn more about ClickUp, make sure you check out my services:
www.upsys-consulting.com/
―――
📱 LET'S CONNECT
LinkedIn: www.linkedin.com/in/ramzitabka
X: heyramzi
Instagram: hey.ramzi
TikTok: www.tiktok.com/@hey.ramzi
Facebook: itsheyramzi
―――
⏱️ HIGHLIGHTS
00:00 Introduction
00:35 Creating Your ClickUp Account
02:23 Personal Settings
04:08 Understanding ClickUp Notifications
07:41 Workspace settings
10:13 Extra settings (optional)
13:06 ClickUp UI
15:08 Understanding Hierarchy
24:14 Creating Tasks
26:50 Team Members and Assignees
28:28 Conclusion
―――
Don't forget to leave a comment below with your biggest ClickUp challenges and questions. I'm here to help! 👇
Переглядів: 69
Відео
ClickUp to Sheets' new feature: KEEP YOUR DATA FRESH with Scheduled Syncs
Переглядів 11019 годин тому
Discover the newest feature of ClickUp to Sheets, the ultimate Google Workspace add-on for task synchronization! In this video, we're introducing Scheduled Syncs, a new feature to help you keep your data fresh. 🔁 Subscribe to ClickUp to Sheets NOW: go.clickuptosheets.com/addon ――― 🆓 FREEBIES FREE Guide to ClickUp: get.upsys-consulting.com/clickup-guide-en 📋 FREE ClickUp Checklist: get.upsys-co...
7+1 ClickUp Automations You ABSOLUTELY Need
Переглядів 181День тому
Discover 7 essential ClickUp automation to improve and optimize your workflow! If you’re looking to save time and avoid repetitive tasks, this video is for you. Stay until the end, there is a bonus waiting for you. 👉 BOOK a Discovery Call: go.upsys-consulting.com/discovery-call 👉 BOOK a Coaching Call to go further: www.upsys-consulting.com/en/clickup-coaching#coaching You might also like: ua-ca...
THE FUTURE of Content Creation | This AI Created My Last Video of 2024
Переглядів 21321 день тому
Discover how you can use NotebookLM to streamline content creation and knowledge management. In this video, I'll show you how to use this AI tool created by Google to generate a podcast-like conversation and much more. 💡 Get the ClickUp FAQ Tips here: subscribepage.io/clickup-faq You might also like: ua-cam.com/video/RIbOwmGgycM/v-deo.html ――― 🆓 FREEBIES 🧑🎓 FREE ClickUp Mini Course: get.upsys-...
The Eisenhower Matrix Hack for Busy Professionals + FREE TEMPLATE
Переглядів 17828 днів тому
Learn how to use the Eisenhower Matrix in ClickUp - the game-changing method to prioritize tasks like a pro! In this video, I'll show you how to transform your workflow by implementing the matrix directly in ClickUp, and combining its power with the GTD Method (optional). Grab the Eisenhower Matrix FREE Template here: app.clickup.com/template/subcategory/t-901507323654/331d11248d7a6d7f20 You mi...
IMPROVE Your ClickUp with these 5 PRO Tips!
Переглядів 144Місяць тому
Are you struggling to make the most out of your ClickUp workspace? Whether it’s overwhelming notifications or a messy setup, this video is for you! As a ClickUp Verified Consultant, I’ll share the top five tips that have transformed countless businesses. Stick around till the end-the fifth tip could change everything! 🏆 BECOME a Champion with ClickUp Master: www.upsys-consulting.com/en/clickup-...
ClickUp to Sheets V1.1 is HERE! Sync +1000 Tasks and Subtasks
Переглядів 80Місяць тому
Welcome to ClickUp to Sheets V1.1! This update comes with new features to take your syncs to the next level. 🆕 Now you can sync Tasks AND Subtasks, preserve column and much more. 🔁 Subscribe to ClickUp to Sheets NOW: go.clickuptosheets.com/addon 🎁 Get -50% OFF yearly on ClickUp to Sheets with our promo code: CTS50SYNC ――― 🆓 FREEBIES FREE Guide to ClickUp: get.upsys-consulting.com/clickup-guide...
ClickUp Forms Full Guide for Beginners | Create, Manage and Share Like a PRO
Переглядів 250Місяць тому
Discover ClickUp Forms with this straightforward guide, made for beginners. We'll show you how to use forms to make data collection and task management easier. From setting up your first form to customizing it to fit your needs, this video covers all the basics. 👉 BOOK a Discovery Call: go.upsys-consulting.com/discovery-call 🏆 Become a Champion with ClickUp Master: www.upsys-consulting.com/en/c...
The Ultimate Guide to ClickUp Docs: Create, Format, Organize, and Share Like a Pro
Переглядів 3812 місяці тому
Unlock the full potential of ClickUp Docs with this comprehensive guide! Learn how to create, organize, and share documents efficiently, transforming your workflow and boosting productivity. 🏆 Level up your Project Efficiency with ClickUp Master: www.upsys-consulting.com/en/clickup-master 👉 BOOK a Discovery Call: go.upsys-consulting.com/discovery-call 📄 Get your Ultimate Guide to ClickUp Docs: ...
Turn Your Emails Into ClickUp Tasks (The Easy Way)
Переглядів 2823 місяці тому
Discover how to transform your workflow by turning emails into ClickUp tasks! In this video, I'll show you three powerful ways to use ClickUp's email integration feature 📧, including how to automate your client support system. 🥇 Become a champion with ClickUp Master: www.upsys-consulting.com/en/clickup-master ――― 🆓 FREEBIES 🧑🎓 FREE ClickUp Mini Course: get.upsys-consulting.com/clickup-minicour...
The FASTEST Way to Sync ClickUp Tasks to Google Sheets | Never export your tasks again
Переглядів 5403 місяці тому
The FASTEST Way to Sync ClickUp Tasks to Google Sheets | Never export your tasks again
Build In Public | Episode 6 - ClickUp to Sheets demo
Переглядів 883 місяці тому
Build In Public | Episode 6 - ClickUp to Sheets demo
The B.A.T.C.H. Method: Speed up your Agency Project planning in ClickUp
Переглядів 2973 місяці тому
The B.A.T.C.H. Method: Speed up your Agency Project planning in ClickUp
Supercharge Your Agency Delivery with ClickUp: level up your project management
Переглядів 7994 місяці тому
Supercharge Your Agency Delivery with ClickUp: level up your project management
Build In Public | Episode 5 - ClickUp to Sheets development summary
Переглядів 744 місяці тому
Build In Public | Episode 5 - ClickUp to Sheets development summary
Build In Public | Episode 4 - ClickUp to Sheets, Designing wireframes on Figma
Переглядів 904 місяці тому
Build In Public | Episode 4 - ClickUp to Sheets, Designing wireframes on Figma
Take your Agency to the next level | Set up your ClickUp workspace in 30 minutes
Переглядів 1,1 тис.4 місяці тому
Take your Agency to the next level | Set up your ClickUp workspace in 30 minutes
Build In Public | Episode 3 - ClickUp to Sheets, Google Workspace extension development
Переглядів 994 місяці тому
Build In Public | Episode 3 - ClickUp to Sheets, Google Workspace extension development
Build In Public | Episode 2 - ClickUp to Sheets, setting up the environment for development
Переглядів 824 місяці тому
Build In Public | Episode 2 - ClickUp to Sheets, setting up the environment for development
Never Forget a Task Again: Recurring Tasks in ClickUp
Переглядів 4444 місяці тому
Never Forget a Task Again: Recurring Tasks in ClickUp
Build In Public | Episode 1 - Introduction to ClickUp to Google Sheets
Переглядів 1985 місяців тому
Build In Public | Episode 1 - Introduction to ClickUp to Google Sheets
ClickUp Brain (AI): Step-by-Step Tutorial & Review
Переглядів 5295 місяців тому
ClickUp Brain (AI): Step-by-Step Tutorial & Review
ContentFlow System | 1 month's worth of content in just a few hours
Переглядів 3315 місяців тому
ContentFlow System | 1 month's worth of content in just a few hours
Make a 7 figures Agency CRM in ClickUp in 2024 (Step by Step)
Переглядів 2,6 тис.5 місяців тому
Make a 7 figures Agency CRM in ClickUp in 2024 (Step by Step)
How to Create and Store SOPs in ClickUp
Переглядів 7355 місяців тому
How to Create and Store SOPs in ClickUp
How to use ClickUp as your habit tracker (It’s easy)
Переглядів 1,2 тис.5 місяців тому
How to use ClickUp as your habit tracker (It’s easy)
Track ClickUp Project Management Best Practices in 2024
Переглядів 6356 місяців тому
Track ClickUp Project Management Best Practices in 2024
The Best ClickUp Notifications Settings in 2024
Переглядів 5616 місяців тому
The Best ClickUp Notifications Settings in 2024
Auto Archive Tasks in ClickUp like a Pro!
Переглядів 3137 місяців тому
Auto Archive Tasks in ClickUp like a Pro!
5 ClickUp Mistakes That Are Killing Your Productivity
Переглядів 1,1 тис.7 місяців тому
5 ClickUp Mistakes That Are Killing Your Productivity
the less we can do as viewers is cheer for you and support you and wish you all the best luck>>>
Amazing tips! 🙏 Thanks
🔁 Subscribe to ClickUp to Sheets NOW: go.clickuptosheets.com/addon
Hey mate! I was wondering, is there a way to gather all the work in progress projects you have, in one dashboard for example, and show its' current progress somehow? Actually I wanna have an overview of the wip projects.
Hey Victor, Of course, ClickUp lets you do that. Feel free to book a coaching if you need help: www.upsys-consulting.com/en/clickup-coaching
Really helpful! Especially the one with the over budget! Thanks mate!
Thank you! This was all very helpful, but especially the part where you added a comment to an attachment. I had no idea clickup let you do that!
Great to hear!
👉 BOOK a Discovery Call: go.upsys-consulting.com/discovery-call 👉 BOOK a Coaching Call to go further: www.upsys-consulting.com/en/clickup-coaching#coaching
💡 Get the ClickUp FAQ Tips here: subscribepage.io/clickup-faq
🏆 BECOME a Champion with ClickUp Master training: www.upsys-consulting.com/en/clickup-master
Integration of prioty matirx with GTD workflow was Sonds fanatic !!!!! if it is actionable then we segreagate into to- do(urgent and imporatnt ) or schedule or waiting/someday however wht abt the projects ?
looks great. thanks. but some of the alterations and moving parts are a bit overwhelming. hard (for me :-) ) to cope with some of it .
Thanks for the feedback! Which part seems overwhelming to you :)?
When I assign a task to somebody like a subcontractor, is it possible to make that only he sees his tasks? And not the other one which are not assigned or assigned to an other subcontractor? 😅
Automatically you can't sadly, but manually yes, you can make specific tasks private.
Great walkthrough.. Another downside of using docs in clickup, they are not included when you EXPORT your workspace as a backup. Only tasks. I backup my workspace weekly since Im putting in tons of hours into SOPs, and dont want to rely solely on clickups backup.
How are you backing up your workspace, especially your SOP's, from ClickUp? What platforms are you backing them up onto just incase?
@Flashbak910 once I discovered docs cannot get exported, I create everything as a task instead. Even sops. And these all export in a giant csv through the built in export. Not ideal but its free
ClickUp to Sheets also lets you automate exports: workspace.google.com/marketplace/app/clickup_to_sheets/359672242762
hey thanks for the vdeo , i have a few questions : are the tags used to create the dashboard ? isnt easier with custom fields ? the completion by habit is only in the business plan right ?
It's easier with custom fields, but I chose tags because some users are on the free plan, which doesn't allow for custom fields after a threshold.
🏆 BECOME a Champion with ClickUp Master: www.upsys-consulting.com/en/clickup-master
4:17 come back here (note for me)
When I try to pick the data from the previous module nothing comes up. I get a general listing,
Feel free to book a coaching if you need help: www.upsys-consulting.com/en/clickup-coaching
This was a great tutorial. I enjoyed watching it. I LIKED the way you explained everything. 😊❤
🔁 Subscribe to ClickUp to Sheets NOW: go.clickuptosheets.com/addon 🎁 Get -50% OFF yearly on ClickUp to Sheets with our promo code: CTS50SYNC
Nice video!
🏆 Become a Champion with ClickUp Master: www.upsys-consulting.com/en/clickup-master
Thank you Ramzi. Amazing video. Great content. Can I ask which app did you use to record this video?
Descript :)
Just purchased, installed and completed reviewing this video and the template guide that is located in the ClickUp GTD folder. Impressed by the value and benefits you've provided with the template, demo video an the detailed guide. Thank you - looking forward to using your GTD template capabilities and features going forward. 🙂💪
Great to hear!
Excellent video demonstrating the power of ClickUp customizations. Key takeaway for me is use ClickUp templates when our process aligns with the template's workflow. For example, I use Getting Things Done (GTD) system to manage my personal interests, so I would opt to use your GTD template rather than build my own. With respect to my business development workflow, I would create my own CRM as you suggest, so it matches my business CRM workflow and needs precisely.
📄 Get your Ultimate Guide to ClickUp Docs: subscribepage.io/clickup-docs-en
Great video about docs! I am still using Microsoft Word for documents. So I am interested how I could shift to ClickUp docs. Therefore I am curious about the ClickUp Doc Guide. In your links I only found the “ClickUp checklist” and the “ClickUp Guide”. Is there another link missing for the “ClickUp Doc Guide”?
You can find the ClickUp Docs Guide in the description or in the pinned comment! Good luck with your transition
I love this! Thank you so much for this video. It's so detailed!
very interesting, actually, great work
Incredibly frustrating that Clickup refuses to give priority to fixing the lack of individual page permissions! Wiki's are essentially unusable for most businesses without a resolution on page permissions. Please vote on canny to let Clickup know how important this issue is - search for permissions on document pages on clickup's canny.
Thanks for this video! I have a question: I have an Automation set up to do three things when an Assignee is added to a task: Set the Start Date, Set the Due Date, and set the Status to "In Progress". Unfortunately, the assignee gets three emails because of these! One for each of these automations. How do I stop ClickUp from sending three email notifications to the assignee when they're assigned to a task? Can I get it to send just one email to say "This task has been assigned to you"? Thanks for any insight!
🥇 Become a champion with ClickUp Master: www.upsys-consulting.com/en/clickup-master
💻 Subscribe to ClickUp to Sheets NOW: clickuptosheets.com/ 📢Claim your discount with this Promo Code: CTS50SYNC
Thanks for taking the time, friend!
Some good practices that helped us, thanks for the video!
Glad it was helpful!
🥇 BECOME a ClickUp Champion with my training course: www.upsys-consulting.com/en/clickup-master
📊 GET ClickUp to Sheets to Sync Your Works: go.clickuptosheets.com/addon
Good job Ramzi
Thanks for the support!
I learned alot! Thanks!
Glad it was helpful!
Amigo, thanks for the nice videos. The only thing that makes me want to jump is the music 🙈
How to show conversion rate in clickup?
There’s no such feature. You could use the formula field but it wouldn’t be refreshed 🥲
Amazing video Ramzi, I'm unable to send you an email with the email address you have on this channel. Can you provide me with an alternative thanks.
Thank you! Here it is: ramzi@upsys-consulting.com
Thank you! here it is: ramzi@upsys-consulting.com
The delegate thing always quizzes me a bit in the context of... personal tasks, personal projects. There's no one to delegate to
You can add a VA to workspace and assign them tasks for example.
If you use a service to prepare your tax returns, that could be a delegation prospect.
Thank you for this. So good to see someone approaching their work putting fulfilment first and having a system to back it up.
Nice video Ramzi! I`m using clickup to create a workflow for new projects.. idk if you have a video showing a way to automate new projects and after an approval it creates a new Space with the same name... Basically a new project flow..
🏆 Level up your project efficiency with ClickUp Master: www.upsys-consulting.com/en/clickup-master
lovely post!!!
Appreciation on the work you are doing.
Thanks Ramzi - great content
Thanks for the support!
Ramzi, I am enjoying the template; however, I have a question, really one regarding custoization. Is it possible for a drop-down to be created (once a Todo has been changed to a project) so that other todos can automatically select that project to go up under or be attached to? Then a sorting/filtering for the project items to be grouped together as a heading?
I think that I have figured it out!! I love the customization ability! It is working well!!!
👉 BOOK a Discovery Call: go.upsys-consulting.com/discovery-call
Outstanding! And of course, I found and watched this video AFTER spending hours messing with this same issue. Well done, Ramzi! 💪🏼💪🏼Also, thanks for the awesome GTD & habit tracking templates!
Glad it helped 😍