7 ClickUp Setup Mistakes + HOW TO FIX THEM | How to use ClickUp Hierarchy, Views, & more

Описание к видео 7 ClickUp Setup Mistakes + HOW TO FIX THEM | How to use ClickUp Hierarchy, Views, & more

Just because there's not a right way to set up ClickUp doesn't mean there isn't a wrong way! In this video, I'll cover 7 of the most common mistakes I see with my clients who use ClickUp as beginner, advanced, or even expert users.

Want to work with me to get your ClickUp in order? Join ClickingUp, my online learning community! https://processdriven.co

In this video we'll cover:
00:00 - Introduction to common Click Up mistakes.
00:55 - Should you have more than 1 ClickUp Workspace?
02:08 - What ClickUp Space Settings should you have for ClickUp Required Views?
02:47 - Where to put Custom Fields in the ClickUp hierarchy. (Hint: Not at Everything!)
04:12 - Use ClickUp Lists and Spaces to complement Custom Fields and Views.
05:37 - ClickUp Favorites, Views, and Custom Fields in ClickUp don't need to be pinned always.
06:10 - ClickUp templates are the OUTPUT of a clear process. Not the other way around!
07:42 - Don't expect ClickUp to solve a process, culture, or sales problem. It's a venue.
10:13 - Want more insights? Join ClickingUp! (https://processdriven.co)

Related links:

ClickUp Views EXPLAINED | ClickUp tutorial for beginners on Filters, Group by, Sort by, & Me Mode
   • ClickUp Views EXPLAINED | ClickUp tut...  

What are Custom Fields? | ClickUp Tutorial for Beginners
   • What are Custom Fields? | ClickUp Tut...  

How to Template Tasks in ClickUp | Use Automations to Standardize Your Process
   • How to Template Tasks in ClickUp | Us...  

/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg

/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc

🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo


/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms

Комментарии

Информация по комментариям в разработке