ClickUp Tutorial For Beginners (Step by Step) How to Use ClickUp for Beginners

Hey everybody, welcome to this new video. In this tutorial I'm going to be

helping you, I'm going to cover like the very basics of how you can start

up into ClickUp. It's a really great great application to start let's say managing tasks, docs, chat

goals, everything of your projects in just one place so that's the reason why I'm going to be showing you

what we can do into ClickUp, a very basic way. I'm going to just cover

like just the main tools of ClickUp but if you want to see like a very huge

tutorial or walkthrough of the ClickUp, you can let us know down below in the

comment section and see what we can do for you. So I'm going to leave you guys a link down

below in the description so you can sign up into ClickUp and you can get a free

account and you can get let's say just a few tools, extra tools that you can take advantage from

let's say the next 30 days so you can get a free trial mode

I'm not pretty sure what they can offer to you but what I can show you

is that ClickUp is going to be helping you a lot a lot a lot with your project

so what I want to do here is to sign up or to sign in

using the current account that I do have. Now for example here

as you can see ClickUp has already saw here that I do have

a Google account. So here into my Google account what I can do is to create or

go into the downgrade option. QSClickUp do has a free account, a free option to have a free account

but I must say that there are a few things that can

be limited if you start here into one project and you used a lot of features and a lot of tools and after

your free trial mode you're no longer going to be seeing all those tools

because you've used different tools that you used only for the premium version. So with that being said what I want to

do guys is to show you something really easy which that would be the

workflow. So here into the workflow we do have the home notifications, the spaces, our dashboard, our documents

and who is in charge of this let's say the chat of the members. So here into the upper side

I do have my project and here is my workflow. It's a different

workflow that I can see my tasks. So as you can see I do have two tasks. I want to add something

else like for example cinema, I'm going to add let's say for example

I'm going to hit into sleep, something like that. So I do have a full

list. So if I choose something else, for example from list to board, I'm going to be seeing the workflow like this

or if I choose boxes, I think it's going to be helping us a lot. But there are once again a few

workflows that of course are only for premium options. So I don't want to focus in here. We do have the calendar

view, the activity, the table and we can use so much more. But if you ask me

I think like the best option for us that would be with the list

or the board. So here into the board I do love to, let's say for example

that I am doing laundry at the moment. I need to do

this. So I want to use drag and drop. Drag and drop

and drag and drop. So it's really easy to just manage all my tasks which is doing drag and drop. Now if I want

to add a new field, I have to do doing complete, let's say

cancelled, right? And I can add new status cancelled and I can add a red color and

save. So here into the cancel, let's say that the basketball was cancelled

Boom! I've already managed that and I'm doing laundry today at this moment. So that's a very easy way that we can just

start to use tasking here. Now if you want to create a new

project, not for yourself, like you are a team leader and you want to, let's say, manage your projects like your social

medias or your e-commerce or whatever you are creating here what I want to focus is into my spaces. So here into my spaces I want

to choose new space and I want to hit into templates. Now templates, it's once again a really, really great

tool from ClickUp so we don't have to start from scratch because here into the templates I do have all the tools that sometimes I do

need and I want to focus into the beginner level because I don't want to see a lot of things, I don't want to just be

stressed about what I can do, I just want something easy and simple to see. So here I have the post on productivity, I have the marketing

I have others, project management, those are not used. So let's say I want to use

the project management. Here it is. All what the template includes. It includes

the task group, includes 7 click applications and 2 view types. So if I choose the use template

it says space name, so let's say this is a YouTube task

import your option, import everything, project date, import as, hit into use template

So now it's going to be creating me a new space here into all my everything. Now we do have our

listing here, what I can do is to obviously select my new space, which is actually the YouTube task, so as you can see

I now have everything already organized, like nice and easy, I didn't have to do absolutely anything, so as you can see we do have the home renovation

project, the bathroom, the kitchen, the hallway, the garage, the backyard, everything

is looking really really great, so thank god we have templates here

So here into the templates, what I can do is to change that from

list into boards, so once again, I love to use boards because it's really

easy just to say that I need to paint something, I'm doing that at the moment, or get electrical done for total

washlets, I've already done that. If I want to add the cancelled

field that we just created, there, hit into save, so it's going to be taking a few seconds to add the

status, you don't want to focus in there, there we go, so I want to go into the cancelled

really really easy now, if I want to go into dashboard, I mean, why do I want to go into my dashboard here, into my

dashboard, what I can see is like the reporting, everything like how is going on my project, so if I go into

use a template once again, let's say use something really easy, so it says welcome to ClickUp dashboard

blah blah blah, here is our task list, our doc files, and

this is like the progress that I am having here, so let's say that I want to assign this, I have my dad or my mom

in here into ClickUp, so I want to assign those into the emails, so I want to add

that in progress, I want to assign that to them, I want to comment

and please do this asap, hit into comment, I can use all these fields to add

much more stuff into the chat inside the ClickUp, which is actually

really really great, so I just want to exit here, and if I've

already created something, I've already edited it, and someone already finished that, just go into the done, are you sure about this

resolve all the items, status changes into closed I'm going to hit into the X button, and there we go, now lastly what I

want to show you is the document type, here into the document

type I can add new fields, so here into this document what I can do is to add let's say different links, I can add some references

I can add import files, and yes we can do templates if you don't want to start anything from scratch, if you want to add some templates

go into this section, go into the templates, this bar, and hit into, let's say I want to use for personal use, and I want to use

a funeral agenda, there we go, this is a file that we just created, it was really easy to create a note, right

prepare for the last day with your loved ones, it's never easy, blah blah blah, where's the funeral

everything is already in here, if there's something that I do not like, I just need to delete it, it's really easy

so that's the reason why I love to work with templates, because templates has everything that I

need, sometimes a few more than I need, so it's better to have more

than left there, so I just need to edit my own projects, and everything has been successfully done guys

so hopefully this was a very useful video for you, of course

ClickUp has a lot to offer to us, it's really really easy

it's really really incredible to use the ClickUp application, of course the premium mode has a lot of files, a lot of things that we can

use, I think this would be really valuable if you want to work with a team into ClickUp

I think it would be really worthy to go for an upgrade

if this is only for you, I think the free version is going to be more than

enough for you, but that's totally your own opinion, so don't forget

to like and subscribe to the channel if you want to see more about this great great application

thank you so much for watching this video, good luck with all your projects out there

and I will see you guys on the next one