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🚀 How We Can Help Double Your Agency's Productivity + Profits Using the ZenPilot System: www.zenpilot.c...
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Are you looking for ways to get more out of your ClickUp workspace?
Well, in todays tutorial, I'll be walking you through my top ClickUp tips and recommendations to help your team do better work, faster, and get better visibility.
Here's what's included:
0:00 - Introduction
0:50 - Tip #1: Build a ClickUp Template Library
4:50 - Tip #2: Make the "process live where the work gets done" in ClickUp
5:56 - Tip #3: Build a knowledge base in ClickUp and connect these to tasks
7:47 - Tip #4: Create view templates
9:40 - Tip #5: Use "default for everyone" and "protect view"
11:27 - Tip #6: Use folder and list templates to standardize views
12:34 - Tip #7: Don't add custom fields to your workspace level
14:58 - Tip #8: Use emojis on custom fields for organization
16:28 - Tip #9: Use automations to apply custom fields to tasks
18:19 - Tip #10: Keep statuses consistent across your workspace
20:40 - Tip #11: Build your "statuses" in to your processes and workflows
23:17 - Tip #12: Every task must have a time estimate, due date, and assignee
25:13 - Tip #13: Use dependencies to remap due dates
27:00 - Tip #14: Use a "Delivery Role" custom field to assign tasks in bulk
29:00 - Tip #15: Use the bulk action tool bar to update tasks
30:48 - Tip #16: Train your team on the software and expectations before launching
33:22 - Tip #17: Favoriting views for easy navigation
35:00 - Tip #18: Use slash commands
36:40 - Tip #19: Use hot keys
38:13 - Tip #20: Uploading multiple tasks to ClickUp with "multiple lines detected"
39:50 - Conclusion
📕 Get our ultimate "How to Use" ClickUp guide: www.zenpilot.c...
📕 Read the article: www.zenpilot.c...
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