5 ClickUp Best Practices for Your Business

Рет қаралды 22,986

Күн бұрын

You've made it past the ClickUp learning curve. Great job! But.. how do you take this new shiny software, and make it TRULY work for you and your team?
In today's video, we're talking about how to make ClickUp work for your team by implementing these 5 ClickUp best practice rules that can guide your expectations of how to make the software part of your system - and not the other way around.
We'll go into how to separate ideas from actual tasks, how to monitor your team in ClickUp, and how to make information retrieval easier inside ClickUp - all to ensure that you are using ClickUp to the best of your team's ability.
⭐ Want to work with me to get your ClickUp in order? Go to processdriven.co
⭐ Want to try ClickUp for yourself? Use my affiliate link processdriven.co/clickup
In this video, we'll cover:
00:00 - Introduction
01:19 - Rule 1: Ideas Are Not Always Tasks
02:22 - Rule 2: Prioritize Ease of Information Retrieval
04:55 - Rule 3: Subtasks are greater than Assigned Comments which are greater than Comments
06:22 - Rule 4: Tasks Should Always Have Due Dates and Assignees
07:50 - Rule 5: Less Than 100 Notifications At All Times
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Пікірлер: 40

@LaylaPomper 3 жыл бұрын

What are your rules for ClickUp?

@TaraWagner 2 жыл бұрын

I 100% agree that the system is not the software. Thank you for emphasizing that!! ClickUp has been great for personal use and for my team.

@LaylaPomper Жыл бұрын

So glad we're on the same page! Happy you found what works for your team!

@auktaviustrojar001 2 жыл бұрын

You're awesome. I've learned quite a bit watching your videos. Subscribed!

@LaylaPomper 2 жыл бұрын

Thanks so much, I appreciate your support! 😁

@DJMixtApe808 2 жыл бұрын

Another interesting, useful and, importantly, straight forward video. Thanks Layla. I’m trying click up again for personal and household tasks, and am finding these vids super useful for ensuring I’m getting to grips with the features and not getting into bad habits. Going ok so far, but will ClickUp be the one that sticks… here’s hoping!! :)

@LaylaPomper Жыл бұрын

Hey! Just getting caught up on comments🙈 I'm so glad this was helpful!

@MalinaC 2 жыл бұрын

Awesome! Thank you!

@LaylaPomper 2 жыл бұрын

Happy to help!!

@GordonJohansen 3 жыл бұрын

Even if you don't have a big team to worry about or if you don't have them using Clickup well yet, this is still a great video for the primary user.

@LaylaPomper 3 жыл бұрын

I couldn’t agree more!

@sidhantgoyal4327 3 жыл бұрын

Just subscribed your channel was thinking of how to implement clickup by myself by self learning now i dont have to take the pain to do self learning and learn via ur videos (you are beautiful too) to save a day in a week as clickup Thank you so much for the effort you are taking to create these videos Really Appreciate it!!! Kudos Regards

@LaylaPomper 3 жыл бұрын

You're very welcome; glad to hear the content is helpful! 🙏🏼

@roselfrancisco1463 2 жыл бұрын

Thank you for this kind of presentation:)

@LaylaPomper 2 жыл бұрын

Happy to help!

@albfilms6956 2 жыл бұрын

Great information, Thank you

@LaylaPomper 2 жыл бұрын

Happy to help!

@thomasbrandwijk4760 2 жыл бұрын

Great video! I don't agree with rule 4. You can't know when you are going to do all tasks in all your projects. When you would follow the GTD method, there is a very important different between Scheduled tasks and very important tasks that do not have to be completed on a certain date. So I have a prioritized everything view filtered on tasks without due dates, that shows the most important tasks on which I can work on between scheduled tasks/meetings. I am curious what you thing about this Layla.

@mojopin85 2 жыл бұрын

I have a similar set up. Most tasks I create dont have a due date. I assign a due date when I want to have that task appear in my calendar. The tasks with no due date are things someday/maybe tasks, or some less urgent tasks that I dont want to clutter my calendar with

@LaylaPomper Жыл бұрын

Hey Thomas! Thank you for your patience as I'm just now getting caught up on all of these comments! If you still need support in this area, I think you'll love the ProcessDriven Collective! This is our free Facebook group where business owners and team leaders from all over the world come together to answer not only ClickUp specific questions but also process and systemization in general, including other platforms! Check it out here: processdriven.co/group

@arayahomes4308 2 жыл бұрын

LOVED this video.

@LaylaPomper 2 жыл бұрын

Glad you enjoyed it!

@sebastiank.7476 3 ай бұрын

Love your channel! Very helpfull for me as a beginner to set up everything right! 🙏

@LaylaPomper 3 ай бұрын

Happy to help!

@GrupoUbique 3 жыл бұрын

I am your fan! You are amazing!!

@LaylaPomper 3 жыл бұрын

Aw thanks Grupo! 🤗

@bncpa 4 ай бұрын

Your channel is amazing.

@LaylaPomper 4 ай бұрын

Thank you so much 😀

@jonihoppen Жыл бұрын

It really looks like you are part of our team kkkk great tips, super thanks 🙏

@LaylaPomper Жыл бұрын

Hey! I'm so glad the video was helpful!

@sofiamalmcom 3 жыл бұрын

Awesome video! I felt that I do not know how to apply rule number 2. Do you have any examples of how to sort information in?

@LaylaPomper 3 жыл бұрын

Easiest way to implement this is always adding comments on a Task. If there’s no Task, then use a Chat View. Then a List Comment. Then a Dashboard...etc! ☺️

@darrellbrown6108 Жыл бұрын

I'm trying to see how to incorporate organizing my Google Docs.

@LaylaPomper Жыл бұрын

Hey Darrell! I did some digging and found a video Layla did that may help you. Once you've had a chance to look it over, let me know if it helped :) kzfaq.info/get/bejne/qbOCebGSt9i5h6s.html -Karleigh at ProcessDriven

@novichkovv 6 ай бұрын

I wonder why the nested tasks levels are not infinite. This would make the whole thing way more specific

@LaylaPomper 6 ай бұрын

That is an interesting perspective.

@nathanboyer2939 3 жыл бұрын

What are some good places to keep ideas in ClickUp separately from tasks?

@LaylaPomper 3 жыл бұрын

Good question! Common choices are: 1 - “Idea List” 2 - “idea” as your first (not started) status I use both methods, but #1 is a bit easier in my opinion.