ClickUp Folder vs. List vs. Task | Organize in the ClickUp Hierarchy

Рет қаралды 64,899

Күн бұрын

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At first, you were excited about the idea of this "flexible" tool that everyone's raving about...but now -- once you're actually looking at that intimidating blank slate -- you're stuck.
Do you make your work as Tasks, Lists, or Projects? What's the difference? Which layer should you build at to setup ClickUp in the most effective way to find what you need?
Here's what we'll cover:
00:00 Introduction
1:17 ClickUp Hierarchy
4:22 Project at Folder Level
7:13 Project at List Level
10:22 Project at Task Level
12:25 Collaboration Note and Other Comparison Notes
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Пікірлер: 173

@LaylaPomper 3 жыл бұрын

Mapping your hierarchy? Try out our⭐ FREE ⭐ Hierarchy Quiz (ClickUp Space vs. Folder vs. List) Tool: processdriven.co/hierarchy-quiz/

@TylerDavis-zq3ok 4 ай бұрын

I'm seeing that your subtasks look different than mine. Yours a like a square, checkbox. Not sure how you got those.

@naledisaul1976 Жыл бұрын

Goodness, your side by side explanation and visuals are a life saver! I've gone from a frustrated click up client to a focused one. Click up should be thanking you!

@LaylaPomper Жыл бұрын

I'm so glad it helped! Thank YOU!

@roycremers 3 жыл бұрын

*LIFE CHANGING* 🙏 Although ClickUp felt good, I kind of got lost and now I finally know why! I was too high in my hierarchy! Instead of creating folders for each client, I now use lists for my clients, tasks for projects and subtasks / checklist for actual tasks and that makes life so much easier and ClickUp so much more fun! Thank you!!

@LaylaPomper 3 жыл бұрын

This makes me SO happy to read, Roy! I feel like this topic does not get enough love in ClickUp circles, but it's made a huge difference for me! Enjoy your realigned setup!! :D

@staceywilkbrooks1221 3 жыл бұрын

Brilliant explanation of how to organize hierarchies in Clickup. Thank you! Absolutely going to share this with my teammates.

@LaylaPomper 3 жыл бұрын

You’re so very welcome! I’d definitely recommend watching my “6 ways template a task” video next if this one clicked for you! ☺️

@NazzarenoGiannelliCG 2 жыл бұрын

An amazing and really clear example to understand how much to go deeper or simpler depending on the project type and complexity. I am a long-time Notion user and I am in the process of choosing the project management tools for our team. I am basically giving a chance to Clickup because of your great content. It looks like the right tools with the right level of complexity and features and you are making my decision-making process a lot easier. Thanks and keep sharing knowledge!

@LaylaPomper Жыл бұрын

Hey! Just getting caught up with comments 🙈 I'm so glad the content was helpful!

@lukasholecek5911 3 жыл бұрын

This is pretty much the perfect video for this kind of tutorial...very clearly structured at a very reasonable speed :) Thank you

@LaylaPomper 3 жыл бұрын

Thank you so much for this comment, Lukáš! Glad this was helpful for you and hope it helped you decide what's right for you. :)

@mentormindsets6428 3 жыл бұрын

Outstanding video, thanks Layla! Really helped me as a newcomer to ClickUp 2.0, to not drive myself crazy by organizing at the space and folder level for now (as a solopreneur).

@LaylaPomper 3 жыл бұрын

Oh, I appreciate that MentorMindsets! Less is more when it comes to ClickUp -- hopefully that message came through loud-and-clear! 😄

@DouglasJMack 4 жыл бұрын

Love your energy. Thanks for your dedication.

@LaylaPomper 4 жыл бұрын

I love being able to nerd out about this stuff -- and am always so happy to hear others find these talk-throughs helpful! Thanks so much for your comment. 😄

@MeppyMan 4 жыл бұрын

Just getting into ClickUp and this is my big question... thanks for creating this video!

@LaylaPomper 3 жыл бұрын

You're very welcome! Glad it helped! What did you settle on? 🙂

@DishWithDina 3 жыл бұрын

SAME! I have started and stopped, deleted, and started over a bunch of times. Thank you, @Layla!

@CameronCox_1969 4 жыл бұрын

That's one of your best videos Layla , Will be bringing you On Board when my Startup gets further of the Ground.

@LaylaPomper 4 жыл бұрын

Hey Cameron! Oh, that means a lot coming from you! Just curious...what made this video _click_ for you? (pun intended 😅)

@CameronCox_1969 4 жыл бұрын

@@LaylaPomper well the topic was particularly important to me I have been playing with that specific issue in planning out how I will implement Click Up in my Start up and the impact how you start your hierarchy has. I have a rather complex b2b process to pull all together and Click up is the only like tool I have seen that ticks almost all the boxs... I intended on reaching out to you soon to explain the model so I can get your take on the processes I need to build. You take Processes very seriously which I would be very interested to find out how someone so young got such a great understanding so early

@mariahvelasquez4302 3 жыл бұрын

This was SO helpful. Thank you!

@LaylaPomper 3 жыл бұрын

You're so welcome!

@kevincorkum4237 3 жыл бұрын

Oh wow, Im 1:00 in and your intro was incredible. Loved the user oriented language and you gave the TLDR right away. Can't wait to watch!

@LaylaPomper 3 жыл бұрын

☺️ Thank you Kevin! I try my best to get right to it. Hope the remainder lived up to expectations!

@BrandonTLuong 3 жыл бұрын

Thank you so much for the breakdown and solid examples. May go play with it tonight 🙂

@LaylaPomper 3 жыл бұрын

Have fun!! :D

@lisaehling7769 2 жыл бұрын

This was incredibly helpful! Thank you so much!

@LaylaPomper 2 жыл бұрын

So happy to help! ☺️

@brendasoucy8180 Жыл бұрын

Definitely going to watch this again when I have time.

@LaylaPomper Жыл бұрын

Hey Brenda! I'm so glad this was helpful!

@erickillian313 11 ай бұрын

I've watched 10 videos on the hierarchy (even other ones done by Process Driven) and this is by far the most helpful and I think a lot of it has to do with the real world examples throughout the hierarchy. I can't visualize how to use it when it's generic "Client, task 123, subtask 123" but your examples of real clients, projects and tasks helped me solidify this concept. Thanks for the guidance!

@LaylaPomper 11 ай бұрын

I'm so glad it was helpful to you! ☺️

@andreamuneratti4013 2 жыл бұрын

This is the best video on hierarchy I found! Thank you very much

@LaylaPomper 2 жыл бұрын

So happy this was helpful to you!

@saeedseyedhossein9596 Жыл бұрын

Seriously, this is the best content on organizing a project in clickup

@LaylaPomper Жыл бұрын

Thank you so much! I'm so glad it was helpful!

@IronMan_Daddy 3 жыл бұрын

Thanks for sharing, i apperciate this

@LaylaPomper 3 жыл бұрын

You’re welcome! Thanks so much for commenting. 🤗

@LucyGriffithsdotcom 3 жыл бұрын

Great video info, very interesting...!

@LaylaPomper 3 жыл бұрын

Hey Lucy! I'm glad this was helpful to you! P.S. Love your Channel!! 😄

@markgaudet7525 4 жыл бұрын

Really great information, Layla - and so well-articulated! I'd like to use ClickUp to manage clients, marketing projects and business goals. So far, I'm only using it as a glorified (glorious?) todo list.

@LaylaPomper 4 жыл бұрын

Hey Mark! Well, we all (should) start with the basics -- no harm in that! How long have you been using ClickUp? Without knowing more, I'd say the next best layer of ClickUp to add into the mix (once you've mastered the To Do part!) is Dashboards. Have you played with them at all? 🙂

@facultysuccesscoach 3 жыл бұрын

Layla, I know that's an old video, but wow that was helpful for me to actually see how those different levels would play out in real life. I'm currently a one person show. I've got some (to me) pretty complex and layered projects; so, I was trying to imagine how to structure them in the system. I also plan to have one or two people working with me in the future on a specific project. Your overview was super helpful.

@LaylaPomper 3 жыл бұрын

I'm so glad it's standing the test of time! It certainly was a headache to create (ha!), but I still find myself pointing people to it often so they can stop worrying about hierarchy as a hypothetical and, instead, really "feel" the result. All that to say, glad this was helpful! Thanks so much for commenting! 😄

@josecostanetto452 2 жыл бұрын

great video! thanks!

@LaylaPomper 2 жыл бұрын

Happy to help!

@KodyKimani Жыл бұрын

So helpful!

@LaylaPomper Жыл бұрын

Glad it was helpful!

@sevakbageshwardhamsarkar108 2 жыл бұрын

nice explanation layla...wonderful .. many doubts clear after watching your videos thank you

@LaylaPomper 2 жыл бұрын

Love to hear this! 🙏

@premierenglishuk Жыл бұрын

Great explanation! You've earned yourself a new subscriber! I've just signed up to Clickup and I' trying to figure out how to set up everything.

@LaylaPomper Жыл бұрын

Hey! So glad that you're here - we're happy to help!

@microice- 3 жыл бұрын

This is the big question on those tools hehehe thanks for the video.

@LaylaPomper 3 жыл бұрын

You got it! Glad this helped. 😄

@Aarun_Pai 3 жыл бұрын

Thanks a lot! I am from IT hence I made my platform/software as a folder, each feature/functionality as a list, so it would let me manage each task because I may release one sub-feature(task) sooner than the whole feature(list).

@LaylaPomper 3 жыл бұрын

Love it! That’s a great structure!!

@danyos777 3 жыл бұрын

Awesome explanation. I finally wrapped my head around hierarchical organization. You’re a wonderful speaker who clearly articulates ideas. You saved me from starting maybe not the best way the structures for my projects. I’m although highly structured, so I would go with the first hierarchical layout; from space down to the lowest detail acceptable. I DO HAVE A QUESTION: How would you set some sort of “Status” mechanism (rather than colora) to a “List” similar to that Status achieved for Tasks? Thanks so ver much for the detailed explanations.

@LaylaPomper 3 жыл бұрын

I appreciate your kind words! I’m glad this helped. ☺️ Right now, the only way to accomplish this is using List Color as a “Status”. (If you watch my Live video from yesterday on the channel about ClickUp Structure, this question actually came up!). List Color shows up wonderfully in a Portfolio Widget in any Dashboard, too. 🙂

@lucasselbach2 3 жыл бұрын

excellent, thanks. I'm using for product launches.

@LaylaPomper 3 жыл бұрын

Fantastic! Glad this helped you!

@Betreuerschmiede Жыл бұрын

That was super helpful. Dankeschön from germany!

@LaylaPomper Жыл бұрын

Gern geschehen! Glad it was helpful :)

@slantyeyedskater4884 2 ай бұрын

I have a question and I hope you can help me. I've organized each client as a folder level in ClickUp. Some tasks have the same name across different clients. However, when I switch to the table view, I can't locate where I can configure it to display the folder name. This way, I can easily identify which tasks belong to which client, instead of showing the same name for all tasks. Could you assist me with this? Thank you so much.

@dawidkitura5548 3 жыл бұрын

Great info! So.. This is how, I think, I will do it: As a task I will always choose the things that I will be outsourcing in the future! let say "Video editing" - so that person doesn't need to have the access to brainstorming task - and so on.. Thank you :)

@LaylaPomper 3 жыл бұрын

Smart thinking! Especially since subtasks can't have unique permissions, it's wise to break things up by "delegation unit"!

@cooldispatch 3 жыл бұрын

Such a cool video. Thanks a lot ❤️

@LaylaPomper 3 жыл бұрын

Of course! Hopefully it helps you "feel" the difference without having to go through the headache of building and rebuilding your information! 🙂

@cooldispatch 3 жыл бұрын

Layla at ProcessDriven I do truck dispatching for a living. Installed clickup this morning inspired by your videos and now playing with it to create and implement easy to follow system to truck all those drivers. Sadly there is no similar template in their base. Wish me luck 😊

@brisardo 3 жыл бұрын

Thank you very much Layla! Think I need to reorganize everything.. I had a list per project but since there is not a great list overview and you cannot prioritize lists (as far as I know?) I will have a task per project. Working by myself at the moment :)

@LaylaPomper 3 жыл бұрын

You're so welcome! You can't truly prioritize Lists, but you can use List Colors to *sort of* prioritize them. (More info: docs.clickup.com/en/articles/2773321-list-colors-labels) I do love Task per projects structures, personally! So much simpler.

@andrewdjones27 2 жыл бұрын

THANK YOU!

@LaylaPomper 2 жыл бұрын

You're welcome! 😊

@michaelnewnham7870 3 жыл бұрын

That was a great video. Really helpful. Just what I was looking for. You talk really fast, but I managed to hang in there. :D

@LaylaPomper 3 жыл бұрын

Sorry about that - glad it was still helpful! 😂

@cani77 3 жыл бұрын

Nice earings, thanks for the explications.

@LaylaPomper 3 жыл бұрын

😂 Thank you!

@PaulBrassington_flutter_expert 3 жыл бұрын

Excellent passing of knowledge

@LaylaPomper 3 жыл бұрын

Thanks Paul! :)

@EAMSpaceX Жыл бұрын

Gr8 way to learn from you dear

@LaylaPomper Жыл бұрын

Thanks!

@Yooshroom 3 жыл бұрын

Lol... Layla, the first 30second, you just nailed the feel i have about clickup.

@LaylaPomper 3 жыл бұрын

LOL 😂

@TiffanyINC 2 жыл бұрын

Hi Layla, I've been binge watching your videos for the last couple of weeks, so I just want to say THANK YOU. They're awesome and so jam packed with info. Plus I really enjoy your client names. Where can I hire that plumber? And I had no idea Claire U had gotten into hair! 😆

@LaylaPomper 2 жыл бұрын

😂😂😂

@relaxsleeprefreshwithnik2860 6 ай бұрын

Excellent video.

@LaylaPomper 6 ай бұрын

Glad you liked it!

@mjb4auburn 3 жыл бұрын

Thanks! I am thinking folders for catering clients. What if some clients have multiple meals scheduled on the calendar? Is it possible to 'calendar' events/meals on the calendar within a folder?

@LaylaPomper 3 жыл бұрын

If your Clients are Folders, then you’d likely have a List for each event and/or each type of task. Both Lists AND Tasks could have dates that would show up on an overall View at the Folder level. ☺️

@Rocklaz 3 жыл бұрын

Thank you. Do all workspaces have different dashboards? Or can my personal dashboard give an overview of all my tasks in all workspaces? I have created different workspaces for my different business also one additional for my personal work. How do I see tasks he from all workspaces in one place in one dashboard?? How to use the Master Dashboard? Where I can see my task from all the workspaces in one place?

@LaylaPomper 3 жыл бұрын

Dashboards show 1 Workspace (aka account) and as many Spaces as you wish. You can make Dashboards private or shared with anyone you’d like in your Workspace.

@awaiiidotcom 4 жыл бұрын

Thanks. 👍👌🙏

@LaylaPomper 4 жыл бұрын

I'm glad this was helpful to you!! :)

@pratikrajsah 2 жыл бұрын

Hey Layla, thanks a lot. Is there any way to collect resources from the client and keep it all at one place? for example, there ideas, assets etc.

@LaylaPomper Жыл бұрын

Hey Pratik! Just getting caught up on comments🙈 A way to collect resources or feedback from clients could be through a Form, depending on how you store clients in your Workspace. For example, if your client is stored as a Folder, you could use Forms to collect feedback. If the Form is created in the Folder, you can designate a List to capture your client's Feedback. Alternatively, if your client is stored as a task, I would consider email in ClickUp. You can email a client from their client task, and any responses to that email (feedback or resources) will come into the comment thread. Any future responses to replies to the ClickUp initiated email will then live int he comment section of the task.

@75blackviking Жыл бұрын

If I could give multiple thumbs up I would. Immensely helpful!

@LaylaPomper Жыл бұрын

haha, I'm so happy this was helpful to you. 🙂

@MathSifu1413 2 жыл бұрын

Now that it's possible to create subtasks within subtasks (up to 14 levels, not sure if that high number is needed), I'm back to comparison board of list per project or task per project, cause now that I can breakdown each task in a project in pretty much the same way. Do advise!

@LaylaPomper Жыл бұрын

Hey KM! Just getting caught up on comments🙈 In case you still need support, I reached out to the ProcessDriven Community Coaches and this is what they had to say: While there aren’t many wrong answers, you gain (and lose) various ClickUp feautres by sticking to a certain path. Project = List Pros -Action Tasks are parent tasks. This makes sorting, filtering, and reporting easier across the board. -Lists can have multiple views, so slicing and dicing projects is a bit more straightforward. -Gantt views are easier to work with to show tasks over time. Cons -The project itself cannot have Custom Fields (since it is a List, not a task). -Project information is a little clunky to add and find. Since projects are a List, you can really only add project information in the List Info section, which I’m not sure shows up in ClickUp search results Project = Task Pros -Projects themselves (which are the parent tasks) can have Custom Fields and extra data, which is sortable, filterable, and searchable. -All Projects can live in one List; List per Project can clutter the sidebar if projects are created often Cons -Sorting, filtering, grouping, automating, and reporting become more difficult because ClickUp can’t decide if it wants to treat subtasks like their parents. -Depending on the workflow or industry, (Custom) Relationships may pose an issue. I hope this helps! - Karleigh at ProcessDriven

@mcarpe 3 жыл бұрын

Does Licensing come into play as well. For instance if I go the folder route yet I use service partners for various task duties I found that you have to invite them as guests to each folder. Also, I believe recently Clickup added the ability for nested subtasks which is making me think about moving towards a list model vs. a folder.

@LaylaPomper 3 жыл бұрын

You can invite Guests at any of these three levels with relative ease, but if you're inviting someone to MANY folders -- I agree, it might be worth switching down a layer! Nested subtasks are great for this. :)

@andreb.6478 3 жыл бұрын

Hi, thanks for your video they are very helpful. I ask myself the following question. For a POC I have several TAsk ... these consist of a description, subtask etc. Is there a possibility to create a document from a list (or whatever) during or at the end of a POC which can be used for documentation purposes? This would be an export, where I only have to adapt the layout without copying content back and forth. (A kind of protocol of my work)

@LaylaPomper 3 жыл бұрын

Hey! You can create CSV from any View (including List or Table View) that will show the data from the tasks that are there - yup! It’s under the “...” setting within the View. (Or just lookup “ClickUp Export View” for a step by step.) It’s not nearly as pretty as a document/print export, but the print method doesn’t include all the content you’d need.

@andreb.6478 3 жыл бұрын

@@LaylaPomper Right but will not create a „nich word Formated“ report. But yes this will be my plan-B :) thanks

@LaylaPomper 3 жыл бұрын

Correct! Wish I had better news! 🙂

@MartinGamm57 3 жыл бұрын

This is excellent. Are you likely to update now there are more layers of subtasks? Do they add anything more than more complexity?

@LaylaPomper 3 жыл бұрын

Right now there are 7 layers! I doubt they'll add more for a while. 😉

@YgorCortes 2 жыл бұрын

We like to use the board view grouped by type (content, images, videos, customer support etc.) not as status (open, in progress, done.) and unfortunately ClickUp doesn't allow me to do just that. Should I just use custom fields or tags for every single task or is there a more productive way to do this?

@LaylaPomper Жыл бұрын

Hey Ygor! Just getting caught up on comments🙈 Great question! Using Swimlanes, you can group by two fields in Board view. You can sort by these options if your content and departments are Custom Fields. By default, Board view groups by status (open, in progress, and done.) Click into the "Group by" field to edit this. In addition to grouping, you can also "Filter" through tasks and filter through tasks with specific Custom Fields, Tags, Assignees, and Dates. Combining these settings will allow you to optimize the view to show only what you need to see!

@acdnintheusa Жыл бұрын

First: Layla's presentation is fantastic. Great energy. Great annunciation. Great explanation. Second: I am a noob to ClickUp. I like the overall UX and UI. I am evaluating the app. There seems to be a whole lot of discussion on hierarchy. The filing cabinet metaphor makes great sense to me. Thank you Layla. Noob question: Why wouldn't ClickUp allow sub-tasks to have sub-tasks vs checklists? User-rights? It would seem flexibility of nesting within nesting would be the Holy Grail.

@LaylaPomper Жыл бұрын

Hey! This would be an excellent question to ask inside of our free Facebook group, the ProcessDriven Collective! Check it out and join here: processdriven.co/group

@acdnintheusa Жыл бұрын

@@LaylaPomper thanks for the link. I am not a FB user. I’ll continue to take in your great content here.

@malcolmvanorder5453 4 ай бұрын

I was gonna say get closer to the mic and turn the gain down slightly(your noise floor is high), but I see you've upgraded to an SM7B and your new videos sound MUCH better

@TheBrittwindham 7 ай бұрын

I came to ClickUp from Trello. I like the Kanban board for process tracking with the customization options through covers, and the card button option. I have a Kanban board setup in trello bc I want a button to click that automatically either moves a card or sets certain things in motion. Does ClickUp have a similar "card button" option or will I just need to recreate the board and change the status?

@TheBrittwindham 7 ай бұрын

Kanban

@LaylaPomper 7 ай бұрын

There may be an option, but I'd suggest keeping your eyes out for some new shorts coming to the channel.

@myfavoritethings8093 2 жыл бұрын

How do you get the Folders to be stacked under the Spaces within which they are nestled on the side bar? I created a Folder and it doesn't show at all. It is not under my Space that I want it to be in. Help! :)

@LaylaPomper Жыл бұрын

Hey! Just getting caught up on comments🙈 I reached out to our Community Coaches and this is what they shared: You might have moved the Folder or added it to the wrong Space. If it's not under to correct Space, they can go to the Folder where it is, click on the ellipses and select "Move." Then ClickUp will ask where to move the Folder to, they can select the Space, and the Folder will be moved! If it's missing from the entire Workspace, there's a possibility it could've been deleted. I would recommend checking the Trash to see if it's there. Items sent to the trash are recoverable for up to 30 days unless re-deleted from inside of the Trash. Lastly, check the Archived items by click on the wheel inside the sidebar, all the way at the top. I hope this helps! - Karleigh at ProcessDriven

@JLandfield1 2 жыл бұрын

Your earrings is this video are beautiful. Can I get a pair like these or where they made for you specifically? Where would I get them, if possible.

@LaylaPomper Жыл бұрын

Hey James! Just getting caught up on comments🙈 Unfortunately I don't remember! Thank you so much, though!

@AuthorsEdgepod Жыл бұрын

Love your speed. Can you please describe how you set up recurring tasks - not just the documented list of the tasks but actual dates / flow in relation to other in-motion projects that might be in another Folder or Space? I teach online courses, have a weekly small group program, and also have private coaching clients. The online courses are 3-6 weeks, and often overlap. Aren’t we all always in a planning mode for one project and launch mode for something else? Thank you! ❤

@LaylaPomper Жыл бұрын

Hey @ThePublishingLane. What a great question! I'm curious if you have had a chance to watch, "Recurring, ClickUp Tasks" kzfaq.info/get/bejne/jtiIqq9yyta4qHU.html Do you currently view your projects at the everything view?

@AuthorsEdgepod Жыл бұрын

@@LaylaPomperI’m just transitioning from Trello (a spiderweb) and need to set up a simple, visual system that’s integrated so I can see the phases of efforts that might overlap (project 1 is in prelaunch, project 2 is in launch, project 3 is ongoing). Plus, manage content development into 5-15 formats. 1 podcast interview transcript can generate 7 social posts, 3 emails, 3 videos, 1 article, 3 graphics, and probably more. Then all those get implemented in social, email, PR / media relations, website update. I’ll watch your reco’d video and come back. Thank you!

@AuthorsEdgepod Жыл бұрын

@@LaylaPomperokay, yes now I know how to set up recurring tasks. Next step/// ⁠how to know What Gets Done on Which day. I need to set up a simple, visual system that’s integrated so I can see the phases of efforts that might overlap (project 1 is in prelaunch, project 2 is in launch, project 3 is ongoing). Then.. I need to manage content development into 5-15 formats. 1 podcast interview transcript can generate 7 social posts, 3 emails, 3 videos, 1 article, 3 graphics, and probably more. Then all those get implemented in social, email, PR / media relations, website update. Thank you!

@Mokkel73 3 жыл бұрын

I can´t seem to find out how to template my horisontal list setup on order to not set it up every time I create a new list?

@LaylaPomper 3 жыл бұрын

Those settings are saved in the View itself. So if you duplicate a List, it'll keep those settings. Or you can set "Default View Templates" at the Space level to make them always apply. :)

@aewcontrol2984 Жыл бұрын

You could say that your spaces bee your programs inside your portfolio, and the folders inside each program could be individual projects of echo program?

@LaylaPomper Жыл бұрын

Hey! Just getting caught up on comments🙈 Yes! So, Spaces can be your departments or large clients, if you will. If you need a higher level of detail, I would consider using a Space. Then inside your Spaces, you can have Folders be specific projects. Project lists can live housed inside their corresponding Folder. Alternatively, if you don't need a higher level of detail and permissions around client work aren't necessary, you can down a level into the Hierarchy. Remember that using several Spaces will cause you to update ClickApps, Automation, and Templates per Space.

@caidenbond1988 3 жыл бұрын

I hate when those project management applications don’t have parenting within itself (I.e. a folder within a folder) because then when you have a big client project and all the rest of your client projects are folders you can’t just create a folder within a folder to keep it all in the same space. Great video!

@LaylaPomper 3 жыл бұрын

It can definitely be frustrating to feel like you're still being put "in a box" -- especially when other aspects of the tools are super flexible! Glad this video was helpful to you!

@caidenbond1988 3 жыл бұрын

Layla at ProcessDriven Thanks for replying!

@MoetheCPA Жыл бұрын

How would you structure the hierarchy for a tax preparation firm where you have 300 entities - I think having a folder for each entity and then a list for Tax return and a task for each year where the task would recur. Also - was setting up my hierarchy and some Entities were entered as lists and some as folders with lists called "tax return" and task for the yea............so when going to the space level and doing a table view I was seeing the task and list name but not the folder name - would be nice to see the folder name on the global space table view - any ideas?

@LaylaPomper Жыл бұрын

Hi @moetheCPA! Your question is great and we can dive deeper into these types of questions inside our signature program, ProcessDriven Foundations™️. If I'm following your context correctly, I'd test out adding breadcrumbs to the view. This way you should be able to see where the task is located.

@MoetheCPA Жыл бұрын

@@LaylaPomper yes great explanation - I see it in board view and all views except "Table" view - no way to show location in table view?

@puturro 10 ай бұрын

Your videos are great. One thing about Clickup is that the word "Task" can be a bit tricky, cause obviously it isn't always a Task! and as an IT guy I don't have a problem with that, but users and managers are just a bit too touchy with database item representation. Already the link "new task" when a Task is actually a Client, or a Project, is just too confusing hahaha!

@LaylaPomper 10 ай бұрын

Terminology can be so different depending on the platform. Have you looked into SmartSuite? Their "tasks" are called records! processdriven.co/smartsuite/beginner-smartsuite/switch-clickup-to-smartsuite/

@puturro 10 ай бұрын

@@LaylaPomper Smartsuite IS the thing I was looking for. Thank you so much Layla you rock.

@muflyn 3 жыл бұрын

You are fast! No wonder you are a productivity guru! I have a question about the hierarchy organization. Do you think It makes more sense to have things organized by client or by type of work? Being a content producer, I'm not sure if I should organize things by blog article, social media posts, etc, or by clients. Thank you so much, keep up the good work. Super useful =)

@LaylaPomper 3 жыл бұрын

Hey Mafalda! I do hope the pace wasn’t too quick to follow. 🙂 The strategy of what to group by is a bit more subjective. If you organize your work and processes per client, a client structure is a great choice for reporting and grouping back office tasks by client. If you have a more productized service (or not a service) grouping by work type can be more helpful for the efficiencies of having all work of a certain type together. I hope that makes sense? 🙂

@muflyn 3 жыл бұрын

@@LaylaPomper Actually I wanted a miracle answer! 😂 but it makes total sense. I'll have to see what fits best in my workflow. Thanks again

@LaylaPomper 3 жыл бұрын

😂😂😂 Don't we all! I have a Decision Tree inside the paid community for a lot of decisions when it comes to ClickUp...but I think this particular one is more about your own personal strategy. If it helps, I keep my own content creation grouped by Monthly Theme (each theme = Sprint List) but I keep all client work grouped by client.

@puturro 10 ай бұрын

Cool! but is there a way to list Folders and Lists and a List View? my boss is a very "report" freak and wants to be able to see all of this in a view, like an overview of it all. I find it a bit challenging to get folders and lists inside a view they way I'd like to.

@LaylaPomper 10 ай бұрын

Have you looked into creating a Dashboard?

@puturro 10 ай бұрын

@@LaylaPomper hi thanks for replying. I have, but I'd REALLY like to have a dashboard as a view. Since I want to centralize that view within all of the managers of my organization. which I think it's in the roadmap of ClickUp but not just yet.

@puturro 10 ай бұрын

@@LaylaPomper actually! I just saw that I can copy the URL of my personal dashboard, and embed it inside a new view within the Space of my company. and voilà! everybody can see it. Pretty cool

@financetips 4 жыл бұрын

Please tell me it's a folder! I am sure is going to be a great one ;)

@LaylaPomper 4 жыл бұрын

We shall seeeeee.....! 🤐 😄

@LaylaPomper 4 жыл бұрын

*So where are YOU building at in ClickUp?* How does that differ for different types of work? Tell me in the comments and we can swap notes! *_Hint:_*_ I use all of these structures in my own ClickUp setup. I'll share which I use for what if you do, too!_ What we'll cover: 1:17 ClickUp Hierarchy 4:22 Project at Folder Level 7:13 Project at List Level 10:22 Project at Task Level 12:25 Collaboration Note and Other Comparison Notes

@mesalesme7501 3 жыл бұрын

Why does it suggest a space but duplicates everything as a list? which if you delete the list, it removes it from the space... this is why I gave up on clickup about 4 times to far, so many superfluous confusing duplications and clutter.... click on a space and then click on a list that is nested and its the same thing, then you can rename the list that is nested and its layout is still in the "space" so list and space are the same thing ...but different... why

@mesalesme7501 3 жыл бұрын

I can only understand this as the "space" tab being everything when clicked on, which is almost a duplication of the "everything" option at the top of the spaces, then when you create a folder and then insert a list or ten lists and within those lists have kanbans etc, if you click on the folder it shows everything in the folder in one window as well, so there are "everything" options everywhere... not confusing at all.....

@LaylaPomper 3 жыл бұрын

Hey MeSalesMe! I think there's an overall misunderstanding. ClickUp isn't in separate sections that are each unique -- Everything, Spaces, and Folders don't actually CONTAIN any tasks. They're just containers and they "nest" like Russian Dolls do. One inside the other. We have a video coming out very soon (I believe this week?) on how to make sense of the hierarchy. I'd definitely suggest watching it if you're still curious about this! I promise it's less confusing than it feels at first.

@DodaGarcia 3 жыл бұрын

Omg you sound just like Alison Brie in BoJack Horseman!!

@LaylaPomper 3 жыл бұрын

That is quite possible the best compliment I've ever received. 😂

@flanderstruck3751 2 жыл бұрын

You sound 1 billion percent like Dianne from Bojack Horseman

@LaylaPomper 2 жыл бұрын

You are not the first person who has told me that. 😂

@TopInfoES 3 жыл бұрын

You've got beautiful hair, why the hell are you cutting it!!?? Save this style to your +70s

@LaylaPomper 3 жыл бұрын

Ha! Hair grows; I’d rather enjoy the process! 😂

@eyaldrori 2 жыл бұрын

Excellent tutorial, thanks. You speak too fast :-)

@LaylaPomper Жыл бұрын

Yeah, I know. 😅

@monhon9331 3 жыл бұрын

Slow down

@LaylaPomper 3 жыл бұрын

Easier said than done!

@monhon9331 3 жыл бұрын

@@LaylaPomper i know, just by u watching i get nervous due to you speak so quick. Sorry for that mate :-P

@clumein2 3 жыл бұрын

You think maybe you could talk a little faster... this way I can totally NOT follow along....

@LaylaPomper 3 жыл бұрын

Hey Cliff! Sorry this one didn’t keep a good pace for you. The non-live videos are typically slower than these live recordings. Plus, slowing down playback is an option if it helps. I’m a “listen to everything at 2.5x speed” type person, so I think I’m a bit biased toward a faster pace - I’ll try to reign it in for future lives. 🙂