ClickUp Tutorial - How to use ClickUp for Beginners
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- Опубліковано 25 кві 2024
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This is How to use ClickUp for Beginners!
ClickUp is probably the most talked-about Project Management Software in 2024. The possibilities are endless and go toe to toe with some of the older software like Asana, Monday.com, Trello, and many more.
This is an over-the-shoulder tutorial of how to get started using the software ClickUp where I review some of the best tools and features I use in my company Scaling with Systems. If you’re looking for a great PMS Alternative, ClickUp is a great software you need to check out!
Chapters
0:00 Intro
0:51 What project management software do I recommend?
1:46 ClickUp website
5:10 ClickUp dashboard
10:29 Benefits of ClickUp
12:00 Adding custom columns
13:08 Turn off notifications
13:46 Creating a favorite section
14:45 Create custom dashboards
15:48 Integrations
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how to become a sales agent ?
Thank you for not wasting our time. Straight to the point. No repetitive boring chit-chat. So professional
Thank you
exactly!!!!
Hi Ravi, thanks so much for this extremely helpful and clear tutorial. As a small business owner that is growing fast, I needed to get more organized and efficient with my time and people and this is I believe exactly what I need. I have looked at quite a few options for months, and honestly was sooooo confused. Not anymore. Thanks again!
You by far have the best software tutorials on UA-cam. So concise and helpful!!
Thank you Lauren! Appreciate it.
I agree with this random lady!!
This was the best video regarding software, etc., that I have seen ever. Thank you for being helpful and not wasting our time.
Well done. Clear layout of ideas. A little rambling but quick and to the point.
Excellent breakdown of features and how to this in an effective manner. Great stuff !
Thank you, Ravi! EVen though we will not implement ClickUp so far, this inspired me to do some improvements in our current use of our project managment tool that we are already implementing.
Great video. Lots of good info, especially for new users. At @12:50 you mention creating customized dashboards for your team members. Is there a way for me to export a Dashboard to my team members from my computer or do I have to go into every one of their computers or profiles to do it manually? Thanks!
This is a great tutorial for getting started. I've revised how I use clickup a lot, and finally have a simple setup like what you've described for your 'youtube department'. I might even share this with my boss for getting him onboarded. Thanks again.
Thanks for watching Jennifer !
Dropping the heat as always, Ravi! Keep it rolling
Really useful video. Thank you for the help. You definitely understand the pain points of PMs. Looking forward to trying click up
Thank you for such a helpful talk-through 😊
Thank you for the good insight oj Clickup. This was very helpful especially the dashboard section.
Cheers Ravi! Fantastic as always! 🎯👏
Thanks!
My head just exploded - in a good way.🤯 Great presentation, no BS.
So glad i found this new app! As a new content creator this has informed and will help me heaps
Thank you! This was a great spend of my time!
This is great help! Thank you!
Thank You, Ravi, It is a Great video and a clear tutorial.
loved this so clear and linear and helpful!
Thank you for the positive feedback - so happy it was helpful!
Seriously the most epic video and supporting reasoning 🥳
You got me at "Click up here, no pun intended" :D Love the review BTW. Please make more.
Very helpful 🙌 Exactly what I was needing and didn’t even know it
Thank you!
This Is Awesome information, great content thank you💯
This sounded like an awesome tutorial and I was able to listen to it, but it was pretty hard to follow along due to the small print. I'll check out the free version of the software, hopefully it will have font size settings. It's no good to me if there 80% white space and the print is so small I have to squint with glasses to read it. Thanks for the awesome tutorial!
Agree, why do these developers make software that is so obscured? IE the bar on the side is so thin but you can move your mouse and make it bigger.Come on developers, make it a little larger, please.
Yeah thank you, you explained this very well!!😄
Thank you for your overview and recommendations. I'm certain you have saved me countless hours.
Saving hours 🚀 yes! Happy to help!
Great video, very helpful for a quick start. Please record in higher resolution next time, as it is hard to see on such a high-resolution screen with 720p max.
My MAn!!! dope ass review & exactly what I’m looking for. Thanks Ravi
Hey bro! nice... that plant behind you where did you get it from and how to get it for background?
Great explanation champ
Thanks for making the video
Is helpful. Thank you!
Amazing video . Really helpful 💯💯
Great to know brother! thanks for watching
Great video & extremely helpful! Thanks for the heads up on the notifications. I allowed push notifications 😮 I’ll be rolling that change back. I’m glad to hear that I’m not the only one who loves integrations 🤓
I'll definitely watch this series on ClickUp. I've had it for a few years, but currently am underutilizing it.
Thank you so much.
Thank you Ravi
Question: is there capability to allow clients to view and pull files from a space with secure privacy parameters?
Thank you very much for your very thorough presentation where you moved swiftly through so much information! You clearly are edified to share your knowledge and it's greatly appreciated.
Glad it was helpful!
Just awesome, thank you
You're welcome - glad you enjoyed it.
this video is such a W. Thank you.
Appreciate the feedback 🌟 Thank you!
Absolutely love the video and information you provided! Only one thing..... could you slow down when you talk pleas? :) TY
Is Clickup enough stable to everyday usage by a small 5-10 members team? Thx
We use OneNote at work. We’re all on a network so when someone adds/changes something, it syncs for everyone. Problem is, it crashes a lot and our IT does not support it. Could this be a replacement for us?
Hi Ravi, can we export a pdf-word?
"Absolutely incredible diagram"...100%!!! I was clickin' (pun intended) all through the clickup university, videos, FAQ...looking for this exact diagram ;) Instead I googled, found you...and subscribed within the first 30seconds of your video!
Happy it was helpful - what other videos would you like to see?
Does ClickUp work the same on iPad vs computer?
whats the space structure you have in your company?
How do I add a client to their workspace so that they can login and add requests...?
Can folders be used for individual clients?
Can you duplicate a list? It's tedious having to create a set of tasks for each new video. Any solutions?
Thanks for this. 👍 Please add a mouse tracker so the viewer can follow along where you are clicking. /$0.02
Me personally I need all the notifications I can get to combat my ADHD and better achieve organization and success! Thanks for the turorial xD
How can I manage the work progress of individual team members? How to grant access to individual members under a task.
You should be an affiliate. I'm sold on trying it out!
1 suggestion : Use dark mode to protect eyes
Is it possible that a subtask does not have the same custom fields as the task on which they depend, but rather others?
Notion>ClickUp 😁
ClickUp is the next runner up though for me
We love notion as well!
Notion is the goat especially with API 😤
@@RaviAbuvala I'd be curious to see how you guys use notion alongside clickup. Thanks for all the value you provide Ravi, truly in a league of your own.
Let's go Ravi
Thanks Fahim 🙏
very cool.
Is there a year view in the calendar?
Yup
Looks a lot like Notion. How would you say it's any different?
Background Track ID ser?
Greate, video quality though
...and what is it what Asana canˋt do, as you mentioned? Everything you showed Asana is also able to....
How does this compare to BaseCamp?
Was looking for this
Mobile notifications are not available with the free plan ☹️
That’s a deal breaker for me
Can I have 2 workspaces? (For 2 separate productions)
Yes.
No templates like SketchWOW?
Dude, back off the Adderall/Red Bull. But, other than being a little exhausting, good video and you covered double the territory by talking double the speed.
Clickup is great, but it has a pretty annoying limitation. You cannot share a specific view for a customer or team member to edit. The customer has access to all of their views. :(
Congratulations on the video! ;)
Does anybody use this with Bloom? Trying to see if it would make sense or just create unnecessary redundancies.
How would you envision using the two?
@@RaviAbuvala Hi Ravi - thanks for the engagement. Not sure. We've been using Traction/Bloom for years now and it's the operating system for a couple of businesses so we're hesitant to move away from it since it's been very effective so far. Mostly just looking for more effective process management and project management.
Its basically notion. but already pre-made
Ravi I loved your video but my goodness you went very fast. 🤣
Yap, yap, yap - FA to say.
At the end click up is exactly the same as all the other apps out there and you spend more time organizing your to-dos than actually doing them.
The background music is pretty distracting :(
Nice tutorial! I just released a tutorial on ClickUp too. Do you have any fav templates that you like to utilize?
nein danke, ich habe genug zu tun.
Der zusätzliche, nicht unerhebliche
Aufwand, um einen zusätzlichen
Überblick über meine Projekte zu
bekommen, ist eher kontraproduktiv.
Was getan werden muss, weiß ich ja,
denn ich habe die Tasks initiert.
Der Sinn dieser Software ist nicht
der, mich zu entlasten ...
The beginning is so goofy lmao
Man do you breathe? lol with the music. Great video but stunning
You should un-hide your cursor, it makes it very hard to follow where you're clicking without it
no, do not replace people with machines.
Click up is a glitchy mess. You don’t even have to use it long before it becomes apparent. It’s a complete nightmare
Haha, imagine this is a non social media business setting
Más acerca de ClickUp ua-cam.com/video/_sVpQElweyc/v-deo.html
Slow down a bit please. Really good overall, but you talked through it pretty fast which made it hard to follow your small mouse movements against the small print size. Rushing through it kind of defeats the whole point of a tutorial for 'beginners'.
Thank you for the feedback - I do move pretty fast to keep the pace going, but for any UA-cam video, you can slow it down to .75 or so and that might make it a little easier.
To each their own. FWIW, I sped it up 2x.
Warning! Karen moment. I had to pause the video to mention how difficult it is to stair at a blurry 720p screen for 13 minutes. 1080p minimum is needed. Please do better. Now back to the blurry video.
couldn't understand a thing
Way to many steps🤦🏽♀️🤦🏽♀️🤦🏽♀️
Can you please include the cursor? Good video but I can't see where the fuck you're clicking lol
This isn't for beginners, your going way too fast!
Its not for beginners. Very fast
ClickUp = Jack of all Trades, Master of None
Does ClickUp have any original ideas of their own?
So far all I've seen is them stealing shit from other companies.
Just because something has the same features, doesn't mean they're stealing.
slow down bro. lol.
I do get going fast when I get so excited! Good news is, you can slow down the speed of any UA-cam video - so I hope that helps!
Very time consuming
Could you talk any faster??
He must get paid by the word. I can’t listen that fast.