ClickUp 3.0: The BEST Project Management Tool?

Рет қаралды 20,373

Күн бұрын

Are you looking for a powerful project management tool that can save you time and boost your productivity? Then you should check out ClickUp 3.0! In this video, we dive into the latest version of ClickUp and explore its potential to save you one day a week. ClickUp offers tons of features, views, and options to handle pretty much all your project management needs (besides actually doing the work). Whether you're working alone or with a team, ClickUp has you covered.
Try ClickUp For Free (affiliate link): clickup.pxf.io/paul
Join us as we discuss the concept of "to do bankruptcy" and why starting fresh with ClickUp might be the solution you've been searching for. We also dive into the free version of ClickUp, its features, and whether it's sufficient for your personal or professional project needs.
But what about ClickUp 3.0's initial rollout? I share my thoughts on the delays and the transparency displayed by the ClickUp team. Despite the slower than expected rollout, ClickUp offers a unique user interface and user experience.
I share my tips and insights on setting up spaces, folders, and lists in ClickUp. We’ll dive into my preferences for keeping things simple and organized, with individual tasks as projects.
You can automate parts of your workflow with ClickUp's Zapier integration. I share my own experience using Zapier to streamline audio file submissions for editing.
Don't miss this episode of the TBM Show as we take you on a journey through ClickUp 3.0's features, advantages, and potential time savings. It's time to take your project management to the next level and see if ClickUp is the right fit for you!
Try ClickUp For Free (affiliate link): clickup.pxf.io/paul
Subscribe to the TBM Show for more insightful discussions on productivity, tools, and tactics that can improve your life.
📚 Get My List of Top 12 Books of The Year: pauldittus.ck.page/booklist
This is episode 79 of The Beautiful Mess Show podcast.
TIMESTAMPS
0:00 What Is ClickUp?
2:17 ClickUp: My 2 Year On And Off Experience
3:05 My Criteria For A Good Project Management Tool
4:37 The Onboarding Experience
6:16 The Home View: LineUp
6:49 Future ClickUp 3.0 Home View
8:05 Creating A New Task Process
8:43 Create Recurring Task Options
9:43 Home View: Moving Tasks To LineUp, Trending, Comments, Tasks
10:19 Creating A Reminder
10:40 Reminder vs Task: Functionality
10:58 Home View: Calendar, Agenda, And Mentions
11:35 ClickUp Hierarchy: Workspace, Spaces, Folders, And Lists
12:01 Lists, Tasks, Subtasks, Nested Subtasks, Checklists, Templates
12:35 Creating A Checklist vs Subtask
13:01 Checklist Within Description
13:12 ClickUp Custom Fields: Creating A Task Auto Progress Bar
13:56 Workspace Organization
14:34 Everything View
14:45 Creating A Space
15:40 Setting Up Statuses
16:23 ClickApps: Time Tracking, Time Estimates, and More
17:23 Different Space Views
17:55 Setting Up Space Structure: My Simple Recommendation
19:34 Adding A Task In List View
20:27 Adding Columns And Custom Fields To List View
21:44 Time Tracking And Time Estimates (Time Tracking Now Pad Feature)
22:55 Board View and Task Comments
23:21 Easy Access To Important Links In Task View
24:07 Comments And Assigned Comments In Task View
24:35 Quick View Of Description, Assigned Comments, Subtasks In List View
25:41 Minimize And Pin Tasks
26:08 Favorites Bar: Pin Views And Tasks
27:13 Add A Chat To A Space Or To Everything View
27:43 The "/" Slash Command Options
28:12 The Benefit Of Only 2 Statuses
28:46 ClickUp Docs
30:01 Paid Version Required For AI And Sharing Publicly
30:38 Inviting People To A Workspace
30:45 Docs Views
31:44 Adding A List To Favorites
32:08 Adding A Custom Rating Field
32:55 ClickUp App Center: Google Calendar, Google Drive, And More Integrations
33:16 Using Zapier Integration To Automate Google Form To Task Workflow
34:42 Task Layout Options: Default, Full Screen, Sidebar (Similar to Notion)
34:53 Sprint Points And Setting Up Sprint Folder And Sprints
35:15 Have A Task In Multiple Lists (Now A Paid Feature)
36:05 How To Create A Whiteboard
37:03 How To Create A Dashboard
37:39 How To Create A Goal
39:26 Workload And Capacity Tracking View
40:01 ClickUp Company Overview
40:37 ClickUp Pricing Plans: Free, Unlimited, Business, Enterprise
43:20 ClickUp AI Add-on
44:03 What I Don't Like About ClickUp: ClickUp 3.0 Rollout
44:47 Convenient Search Functionality
45:08 Surprised By Number Of Features Now Under Paywall
45:41 Reminders vs Tasks: When To Use Them
47:04 Home View: What Happens When Tasks Are Overdue In My Work
47:43 Subtasks vs Checklists
47:59 Keep It Simple: Consider Individual Tasks Instead Of Multiple Lists For Projects
49:28 ClickUp Conclusion
➡️ You can follow me here: linktr.ee/pauldittus
#productivity #tech #ClickUpV3 #clickup #podcast #tbmshow #show #thebeautifulmess #selfdevelopment #selfimprovement #projectmanagement #projectmanagementtips

Пікірлер: 39

@thebeautifulmessshow 10 ай бұрын

Do you use a project management tool or task manager? If so, which one?

@thomashartmann5037 9 ай бұрын

None of the applications you said you have used besides ClickUp - Notion, Asana, Monday and Airtable, are in my opinion typical Project Management software’s. I would classify them as task- and collaboration tools, with certain project management abilities. If project management is the main use case, there are a number of more specialized applications like Wrike, ZOHO Projects, Microsoft Projects, GanttPRO and SmartSheet, to name a few. BTW I have been working as a trainer/teacher in Project Management in general and Microsoft Project in particular. Besides that remark: Thanks for an interesting overview of ClickUp!

@thebeautifulmessshow 8 ай бұрын

@@thomashartmann5037 Thanks for sharing, Thomas! I appreciate the kind words. What do you think is the biggest difference between ClickUp, Asana, Monday, etc. and ZOHO, Microsoft Projects, etc.? I would be interested in learning more as I didn't realize that there was much of a difference between them. Would there be certain use cases where you would recommend one group of tools over the other. Welcome to the channel!

@thomashartmann5037 8 ай бұрын

@@thebeautifulmessshow Thanks for your respons. To give a precise answer on the complicated question of which Project Management software is the best in a certain use case, is like finding The Holy Grail. The reasons for this are several, for instance: a) How important is it for your organization that the software is easy to learn and use versus has all the bells and whistles? b) How many users are we talking about, maybe from different apartments with unique workflows? c) Which integrations do you need, to get all things working and how easy are they to set up? d) How important are the reporting and communication functions in the software? e) How important is the pricing structure? f) Are your organization/team oriented towards a certain Methodology like Waterfall, Agile, Scrum, PMI/PMBOK, Critical Path Method (CPM), Kanban, Six Sigma or PRINCE2. g) What experience level do you and your colleagues have or in other words, what is your starting point when looking for a new solution: spreadsheets like MS Excel or Google Sheets, Trello, Microsoft Project or beyond? As a general suggestion for someone trying to present and compare different PM applications, I would say that the most useful way to illustrate the pros and cons, is to set up the same project examples in all the applications in question and show how the process can be set up and used in each software. The problem with this is of course the time and effort it requires to plan and utilize. As a short answer to what differentiates some of the more common PM applications: ClickUp - Feature rich but, according to user testimonies, a bit buggy at times. As a consequence of its many capabilities it can be tricky to set up. Asana - Mature product with great collaboration tools, but somewhat pricey. Monday - A very slick user interface and separate tracks/plans for different market segments, like Design & Creativity, Application Development, Project Management, CRM, HR and Task Management etc. The latter could potentially be a problem to choose the best track from start. ZOHO Projects - Great value for money, the user interface can be said to be colorful, but if you come from a spreadsheet/database environment you may lack a rigid structure. Best for smaller teams. ZOHO is also part of a larger family of applications, covering most aspects of any workflows in any company/organization. SmartSheet - Clean spreadsheet like interface, well structured and can handle large projects, good reporting functionality. Microsoft Project - Focus on core Project Management, Gantts views with many options to tweak what you see, extensive reporting and resource management. What sets MS Project apart from the rest is their old-fashioned Desktop versions (they have online variants). More complicated to master and a high price tag for the full fledged desktop version. Three other more general task managers which we have been trying out, that also works for PM, are Trello, SmartSuite and Airtable. And there are a plethora of other alternatives to choose from as well.

@thebeautifulmessshow 8 ай бұрын

@@thomashartmann5037 Thanks so much for sharing! A lot of valuable information. I believe these are crucial questions for people to answer when searching for PM tool. I also appreciate how you broke down details on each software. Do you have a personal favorite?

@thomashartmann5037 8 ай бұрын

@@thebeautifulmessshow Thanks again! My current favorite for a more general Task Management is SmartSuite. When it comes to Project Management it depends: For a solo entrepreneur or a very small team I would recommend ZOHO Project, due to the ease of use and functionality-price ratio and for larger teams my recommendation would be SmartSheet, due to its power and consequent interface without any clutter.

@eden_lane 9 ай бұрын

It is usually hard for me to watch videos longer than 5-10 minutes, but I watched this one until the end. Very interesting and useful. Thanks for sharing!

@thebeautifulmessshow 9 ай бұрын

Thanks for the kind words my friend! So glad it was helpful! Welcome to the channel fam 🙌

@spqrtak 6 ай бұрын

Very useful review especially for marketers! Thank you!

@thebeautifulmessshow 6 ай бұрын

My pleasure! Thanks for the kind words! Do you currently use ClickUp? Or another productivity software?

@ave_smirnova 10 ай бұрын

amazing review! thank you very much!

@thebeautifulmessshow 10 ай бұрын

Thanks so much for the kind words, Kateryna! It means a lot that you got value from my review. Do you currently use ClickUp or another Project Management Tool?

@ave_smirnova 10 ай бұрын

@@thebeautifulmessshow I'm using ClickUp for 3 months with my team, but some things seems a little bit complicated for me. i have problem with the cluttering haha

@thebeautifulmessshow 8 ай бұрын

100% It’s so true. I was confused and didn’t really like ClickUp due to it having a sea of features to get lost in. I think what helped me was 1) understanding the structure 2) only adding things that will help me. It’s kind of like you have a blank journal. Some people love creating these fancy spreads and others are better off with a simple setup. I believe starting as simply as possible will keep things easy to navigate and not get lost in the sea of features 😊 Hope this helps!

@venkats3023 9 ай бұрын

Hey Paul, unrealted to the topic. Could you share which tool or service you are using to record your content? Maybe consider including your setup details in the video description. Thanks

@thebeautifulmessshow 9 ай бұрын

Thanks so much for the comment my friend! I actually thought about adding the details, but wasn’t sure if people would be interested in it. I believe I was wrong. I actually made a video about the screen recorder on my main channel. You can watch it here: kzfaq.info/get/bejne/l6tdZrGTutHbiok.htmlfeature=shared I do typically bring the video into my video editor for adding things like titles and such, but it’s a great screen recorder. Welcome to the channel fam!

@almightyvock 8 ай бұрын

Is there a way to have a calendar view by Workspace? Also can you move tasks around day in calendar view?

@thebeautifulmessshow 8 ай бұрын

Great question. Yes, you can move tasks inside task view. Workspaces are separate completely so each one can have a calendar view. Each space can have a calendar view setup. Let me know if you have any other questions. Welcome to the channel!

@caseyeyring 9 ай бұрын

Thanks, this was helpful! Could you do a video on Notion?

@thebeautifulmessshow 9 ай бұрын

Thanks for the suggestion! I'll definitely consider making one on Notion. It's another great tool. I use it for specific use cases. Anything in particular that you would like me to cover or answer if I do make the video? Welcome to the channel!

@caseyeyring 9 ай бұрын

@@thebeautifulmessshow It depends on how in depth you want to go... I don't have an official requirements document yet, but it's something I intend to put together in the next few months. The two functional areas I'm interested in Notion for are its wiki application and it's project management application. I would be happy to chat with you directly at some point if you're interested.

@thebeautifulmessshow 8 ай бұрын

@@caseyeyring Thanks for sharing! That makes sense. I feel like Notion is like a website for your life. I feel like those are 2 primary functions of Notion. Databases and pages are at the heart of Notion. If you want to chat, feel free to DM me on one of the social platforms (@pauldittus).

@livinginpossibility 9 ай бұрын

HI Paul does this only use google calendar? I am on ical/apple with our family and really don't want to have to double up on inputting every event etc. Thanks

@thebeautifulmessshow 9 ай бұрын

Great question. I tried to find some information about it. This seems to suggest that you can sync with ical: help.clickup.com/hc/en-us/articles/6304782034839-Sync-ClickUp-Calendar-with-an-external-calendar This seems like a one way sync so I'm not sure if they would show up in your Home page on ClickUp. Are you considering ClickUp for personal or business use?

@user-tm7hj4zr1q 9 ай бұрын

I need to build a set of custom forms to collect data and present in tables...I think this should be able to do with Click up...but this video did not tell me how

@thebeautifulmessshow 9 ай бұрын

Hello my friend! Great question. There's so much you can do with ClickUp. They do have a table view you can add. ClickUp has their own forms which you can map to custom fields (paid option). You can also use another service like Google Forms and use Zapier to feed the information to ClickUp.

@brandonz2 5 ай бұрын

Is scheduling all manual? I put estimated time in and Clickup only blocks off an hour at the due date. And does it factor in work hours/weekends? I'm using Reclaim now and it does a great job at scheduling tasks and automatically adjusting them as tasks are completed. I can easily put in my working hours (and personal). I don't see how to do that in ClickUp

@thebeautifulmessshow 5 ай бұрын

Great question. Unfortunately the Weekly planning capabilities of ClickUp aren't it's strong point. However they recently purchased HyperCal so I'm curious how ClickUp will integrate it into the platform. I've tried to timeblock tasks using ClickUp, but it doesn't usually have the desired result I want. If you're looking for a planning tool that integrates with ClickUp, I like Sunsama. I've made a video on this channel and my main channel @pauldittus about it. I will say it's on the more pricey side, but is a very unique software.

@brandonz2 5 ай бұрын

@@thebeautifulmessshow update: I just realized Reclaim integrates with Clickup and will schedule + track time for Clickup tasks too. I'm not sure how I didn't see that option in Reclaim before! 🤦🏼‍♂️

@thebeautifulmessshow 5 ай бұрын

@@brandonz2 nice! That's awesome. How do you like Reclaim? I've tried it, but I believe I didn't love it when it would auto-schedule events on my calendar.

@edgarruiz8653 9 ай бұрын

When it will be available

@thebeautifulmessshow 9 ай бұрын

Last I heard they shipped ClickUp 3.0 to everyone that was on the waitlist. I imagine it should be much faster to get now. You may still need to join the waitlist. Welcome to the channel!