ClickUp 3.0: What you Need to Know

Рет қаралды 19,262

Күн бұрын

🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at processdriven.co/services/mem...
ClickUp 3.0 is here! If you've received the major update, or are about to, then this live is for you.
ProcessDriven CEO, Layla, is here to cover what's new in ClickUp 3.0, including its freshest features, a REAL analysis of what changes truly matter to your business, and what's next. Let's go! 🚀
📌 Videos Mentioned in this Livestream:
🔗 How I Use ClickUp as a Small Business Owner & Vetted ClickUp Consultant (A Day in the Life): processdriven.co/workflows/b-...
🔗 5 Reasons I Quit ClickUp Docs for SOPs: processdriven.co/clickup/adva...
🔗 ClickUp Reminders vs. ClickUp Tasks: processdriven.co/clickup/how-...
🔗 How to organize your personal life in 1 ClickUp (with a SIMPLE ClickUp Hierarchy): processdriven.co/clickup/how-...
🔗 [ Playlist ] • ClickUp vs....
Here's what we'll cover:
00:00 Introduction
04:00 What to Expect
05:18 ClickUp 3.0 Updates
05:58 ClickUp Notifications is now ClickUp Inbox
10:53 Home in ClickUp is Changing Soon
11:58 Goodbye Sidebar Layouts!
13:07 Any questions so far?
13:58 ClickUp 3.0 is Being Dripped out Silently
15:03 Things to Watch out for with ClickUp Inbox
16:24 ClickUp Docs 3.0
17:24 Management Centers in ClickUp Coming Soon
19:11 Any questions so far?
19:56 ClickUp Dashboards 3.0
21:19 ClickUp Whiteboards 3.0
22:27 ClickUp Items in Whiteboards
23:06 Item Terminology Coming Soon with ClickUp 3.0
24:06 ClickUp’s Hierarchy: Spaces, Folders, and Lists in 3.0
32:28 Any questions so far?
36:23 Changes to ClickUp Tasks in 3.0
44:00 Collapsible Sidebar Menu to add Bonus Features
45:15 3 Options for Task Layout
47:18 Any questions so far?
56:08 ClickUp Settings & App Center
57:25 ClickUp Top Navigation & Search Bar
57:40 ClickUp's Quick Create Menu Moved
59:43 Watch out for ClickUp's Native Time Tracking & Clip Bugs
01:00:13 Any questions so far?
01:01:39 Quick Actions are now called Tools
01:02:23 ClickUp 3.0 New Features: ClickUp AI
01:04:07 ClickUp Views in 3.0
01:04:21 ClickUp Forms now Have Conditional Logic
01:07:15 ClickUp Trays Look Slightly Different
01:08:08 Little Features and What to Lookout For
01:09:24 What Has NOT Changed in ClickUp 3.0
01:13:03 Final Thoughts
01:15:53 Final Q&A
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: processdriven.co/blueprint?ut...
📨 Get tips directly in your inbox: processdriven.co/newsletter?u...
🌎 Join our FREE Facebook Group by visiting: processdriven.co/group?...
📹 Want to steal our gear/setup/software stack? processdriven.co/gear?...
/ / / / SUPPORT OUR WORK / / / /
🤓 Need to learn #ClickUp? Master the basics in just ONE day: processdriven.co/services/min...
💰 Become a ProcessDriven Affiliate + earn commissions: processdriven.co/partner?utm_...
🤝 Interested in becoming a Sponsor for the ProcessDriven KZfaq channel? Reach out directly at: processdriven.co/sponsor?utm_...
☕ Want to just say thanks? Buy #ProcessDriven a Coffee at processdriven.co/buy-coffee?u...

Пікірлер: 77

@LaylaPomper Жыл бұрын

ClickUp 3.0 is FINALLY HERE! We're so grateful for the team at ClickUp for providing us the opportunity to share an early look with all of you. If you'd like to see more early releases, help us out by leaving a comment on this video saying, "MORE!" and sharing why that would be helpful to you as a ClickUpper. To work with me and my team on your ClickUp migration, setup, or training, be sure to check our our site at: processdriven.co/services/membership? Thanks for joining me! 🎉

@pixojoy Жыл бұрын

I’ve been trying to keep up with 3.0 by searching through CUs Twitter replies, tweets, blog, roadmap, and their KZfaq, but this video alone has given me the assurance I was looking for. Considering you have a community of ClickUp users, it’s nice to hear your summaries based on what you’ve been hearing from your team. Thank you for diving into this, Layla! Would love to see CU give you another preview opportunity in the coming weeks. They seem to be on a good track. My few comments are that, yes, I agree the buttons and text could be slightly larger. The failed drafting feature is a concern too. I also agree about needing a grayed background when the task shows up on the right. Other than that, looking forward to all else!

@LaylaPomper Жыл бұрын

Thank you so much for sharing your feedback!

@pixojoy Жыл бұрын

@@LaylaPomper Absolutely!

@StefaniDiGiovanni Жыл бұрын

I always LOVE and appreciate your Walk Throughs of ClickUp. Thank ou so much for the intro to ClickUp 3.0. I really wish they were leaning more towards SmartSuite set up vs Notion [one can hope for that]. I appreciate you and your teams insight on CU so that I can use my time wisely. Looking forward to more in the near future!

@LaylaPomper Жыл бұрын

Thank you so much, Stefani!!

@DerekWelton 11 ай бұрын

My biggest complaint is the "Inbox". I'm sorry, but Notifications should be called Notifications. Inbox should be a dumping ground of everything that doesn't have a home yet. Just like an email comes in. It arrives, and you need to put it in the right list, label, etc.

@LaylaPomper 11 ай бұрын

Thanks so much for commenting, it means a lot!

@rs832 4 ай бұрын

28:18 If you press ctrl + F5 you'll clear the cache & reload the page. The reson it was "half-in/half-out" and only updated after some time was the cache still had the old preference and after sometime the trackers they use emit something called a "cache bust" which causes the cache to reset; by pressing `ctrl + F5` you cause this to happen immediately. This works for all websites.

@maissaazab4946 Жыл бұрын

Great and much needed preview of ClickUp 3.0; cannot wait to have it and to learn more

@LaylaPomper Жыл бұрын

Happy to read this, Maissa!

@TheStrawanski Жыл бұрын

Before facelifting, improving time tracking should be in the central spot ;)

@LaylaPomper Жыл бұрын

Would love better time tracking! 🤓

@gost Жыл бұрын

Yeah, I have trouble with my team members moving time tracking from ClickUp. But it is one of the main features we moved to it. Such a marketing air shaking making a new release out of facelifting 🤦

@moxgalaxy 3 ай бұрын

I see they no longer have Layout & Size Settings to change the height of a row in list view... is that so?

@jaywbus Жыл бұрын

Thanks for taking the time to do this!

@LaylaPomper Жыл бұрын

We're so happy to help!

@adriennemccue-SUFMH 11 ай бұрын

It's still not here!! I've been waiting for months, what 11 months? Who can remember? I will be done in September and watch it comes right when I cut them off. Glad some folks got it! Insanity!

@LaylaPomper 11 ай бұрын

We hear you! Some of our team members still don't have it on their personal accounts either.

@paulleroy4606 9 ай бұрын

Great presentation we need more like this. Thank you!

@LaylaPomper 9 ай бұрын

Glad you enjoyed it!

@igniteacademic Жыл бұрын

44:41 turning more to the functionality of relationship custom Fields, have you done any noodling around to see if these are exposed to the API any more than they were in 2.0? I use them in some very hard core ways for a ClickUp CRM using a lot of Make integration

@LaylaPomper Жыл бұрын

Great question! As of right now, Relationships and APIs have no new functions with ClickUp 3.0. After digging for details inside ClickUp's Canny feature request page, I still see requests for better functionality between API and Relationships. You can see the Canny page here: clickup.canny.io/search?search=Relationship%2520api For now, it seems like only the placement of Relationships was changed inside of ClickUp 3.0 and not the feature itself. Fingers crossed for new updates!

@user-fo4iw1bj5e Жыл бұрын

Are they improving the ability to print all of the information in a task/convert it to a PDF?

@LaylaPomper Жыл бұрын

Hey! I don't have the answer to this yet but stay tuned!

@3dsds3 Жыл бұрын

Would love to see more like this one!

@LaylaPomper Жыл бұрын

Thank you for the feedback!

@GuyMannerings Жыл бұрын

So, with leave vs hide Spaces, can you not simply hide a space, and quick toggle visibility anymore? Can you click "view all Spaces" and go to the Space without "joining" it? Or are you forced to have it on your sidebar if you want to actually go to it at any point?

@LaylaPomper Жыл бұрын

Great question! The Leave/Join almost replaced the Hide/ Show functionality. When clicking View Spaced, you see all the Spaces in your Workspace. If you want them to appear in your sidebar, you must "Join." If you want to remove or hide them from your sidebar, you must "Leave."

@GuyMannerings Жыл бұрын

@@LaylaPomper Thanks for that! Can you click to go to a Space from within "All Spaces", or do you have to add it to your sidebar ("Join") to actually get to it?

@igniteacademic Жыл бұрын

49:21 AI you have to pay extra and with conditional logic in forms it's one of the higher plans I forget

@LaylaPomper Жыл бұрын

Yes! In the Business plan I believe.

@jillianmcgovern7639 8 ай бұрын

Do you have a document listing the new features?

@GuyMannerings Жыл бұрын

Another really useful thing they have seemingly removed are the coloured icons next to Task names in List view (and other views), which show you how many subtasks you have and what status they are in. This is really helpful in 2.0 to both draw your eye to see you have subtasks, and also to tell you how many you have in each status, really quickly. In 3.0, there is only this small grey subtask icon that gets missed easily, which tells you nothing about what status the subtasks are in. You have to click it to expand and see the subtasks. It's not only much slower to use (because you don't get much information until you click to expand), but it also does not draw your eye, so it's easy to miss you have subtasks. I don't understand these backwards usability steps ClickUp are taking with some parts of 3.0. Have added a Canny request here for those interested - feedback.clickup.com/v3-feedback/p/bring-back-subtask-count-with-status-colour-icons-list-view-home-dashboards-etc

@LaylaPomper Жыл бұрын

Thank you so much for creating the request in Canny! I hope it gets updated!

@Nubia567 11 ай бұрын

I don't think I have this version? I don't have an inbox on mine.

@LaylaPomper 11 ай бұрын

This is ClickUp 3.0! Have you gotten the notification that you've been upgraded yet? If not, you'll get it soon!

@GuyMannerings Жыл бұрын

I find the removal of Clean layout to be really disruptive, and not in a good way. It makes it much harder to focus on one area at a time, as you see all these other Spaces you are not currently interested in. I know from speaking to some of the developers that they only had about 10% of users using it. The trouble is, it wasn't the default view, so the numbers are naturally going to be skewed away from it. Looking at comments in various places, there seem to be many people who didn't even know it existed. The new look is not good for people who like to focus on one Space at a time, but still see all their Folders and Lists in that area. I really hope they find a way to make something like Clean layout for people who use it currently.

@LaylaPomper Жыл бұрын

I agree! I hope they include it.

@jaimevega4852 10 ай бұрын

😮

@facultysuccesscoach Жыл бұрын

I just have to tell you that the South Cackalackie made me laugh. That's South Carolina. I used to live there. :) In more relevant news, thanks for sharing - again! I love seeing what's happening. That small size is still a turn off for me. But I've currently got my stuff in multiple platforms....ahh, where to go and what to do?, lol.

@LaylaPomper Жыл бұрын

🤣🤣🤣 Thank you Kimberly!!

@mymivf Жыл бұрын

I am a Windows user. Should I use Clickup on my browser or use the native Clickup Windows app?

@LaylaPomper Жыл бұрын

Hey! This comes down to preference. There are members on our team that prefer to use the app and others that prefer the browser. I would recommend experimenting with both for a specified amount of time and see what you think!

@mymivf Жыл бұрын

@@LaylaPomper Thanks a lot!

@rosslee2243 7 ай бұрын

Disaster of 3.0., support not replying my urgent issue. My team using mobile app cant mention assignees in the comment section. But on the website you only can. And assignees only can be seen on the Web and they aren't on the mobile app. Anyone else have the same problem here?!

@mrboinkers Жыл бұрын

Hey Layla, something we’re all thinking about… how is the speed and reliability?

@LaylaPomper Жыл бұрын

Hey Justin! So far, nothing is standing out as much better or worse than 2.0. I suspect we’ll need to wait for the summer infrastructure project to see more meaningful jumps in performance.

@Garrett.Clawson Жыл бұрын

Hey Layla! Have we seen anything around Universal Search?

@LaylaPomper Жыл бұрын

Not yet! With the acquisition last year, my guess is that we'll see something around the end of this year/after 3.0 is fully rolled out! :)

@pratikkumarbathwal6449 Жыл бұрын

Hi, could you help me with upgrading to paid plans, I have tried multiple banks but unfortunately all transactions are failing. Anyone else facing similar problems from India?

@gost Жыл бұрын

The same problem was with our American company. ClickUp showed that the transaction was rejected from the bank side. We used another bank account because we did not get any response from the last bank for 2 days.

@LaylaPomper Жыл бұрын

Hey! Please reach out to ClickUp directly and I'm sure they'll be able to help you: help@clickup.com

@pratikkumarbathwal6449 Жыл бұрын

@@LaylaPomper Ok thanks, Please keep up the good work...

@Juggi__ 8 ай бұрын

Hey!

@amydemas Жыл бұрын

Will 3.0 have a way to edit templates in an easy way?

@LaylaPomper Жыл бұрын

Hey! I'm hoping we'll find out soon!

@olaf9957 Жыл бұрын

Too bad we can't have due date to checklist

@LaylaPomper Жыл бұрын

True! For that, it’s still all about Subtasks!

@marcoidini1964 7 ай бұрын

Just checking feedback about 3.0 on Reddit from experts which I totally agree with. I summarize : the new version is a train wreck. I subscribed to the 2.0 for a year but 3.0 is not what I want.

@LaylaPomper 7 ай бұрын

Thanks for sharing! I read some of those reddit threads the other day and definitely see their point. There has been a bit more polishing since this initial livestream, but it's mostly as-is.

@vladkras Жыл бұрын

When is 3.0 coming out for everyone?

@LaylaPomper Жыл бұрын

Hey! ClickUp said they're hoping to roll it out to everyone by this summer but we don't have an exact date yet.

@mirkonicolin7077 Жыл бұрын

Mirko, Italy

@LaylaPomper Жыл бұрын

So glad you were able to watch! I hope you enjoyed it!

@olaf9957 Жыл бұрын

Conditionnal logic for forms being for business plus users is ridiculous

@LaylaPomper Жыл бұрын

It is a bit tough!

@user-ee3jq6pv1r 6 ай бұрын

lol, South Cackilacky is slang for South Carolina

@suitjames1 Жыл бұрын

Why would they get rid of the clean sidebar. I would honestly cancel over that....

@LaylaPomper Жыл бұрын

Hey! Be sure to share your feedback with ClickUp! :)

@suitjames1 Жыл бұрын

@@LaylaPomper I left a ticket immediately after seeing it. I watched the rest of your video and you did show later that you can collapse the side bar, which looks sort of similar. I have a team of 15 users and we all prefer the clean sidebar, I understand wanting to standardize it, though.

@Juggi__ 8 ай бұрын

United Kingdom

@LaylaPomper 8 ай бұрын

Thanks for watching!

@DavidHaddad Жыл бұрын

Hi @layla, are task item types going to make it into the initial 3.0 release? I mean nothing more than a “type”, not the ability to have completely different layouts which I know is a ways off. Thanks!

@LaylaPomper Жыл бұрын

Hey David! I’m not sure, but I think it’s quite unlikely. In all early versions of 3.0 released so far, there’s been no hint to item types. But really no one but ClickUp can tell us for sure!

@DavidHaddad Жыл бұрын

@@LaylaPomper thanks. They did demonstrate item types in one of their 3.0 videos, but we all know that doesn't mean much :-). That's why i went straight to the top to ask ;-).