ClickUp Tutorial For Beginners (Step by Step) How to Use ClickUp for Beginners
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Hey everybody, welcome to this new video. In this tutorial I'm going to be
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helping you, I'm going to cover like the very basics of how you can start
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up into ClickUp. It's a really great great application to start let's say managing tasks, docs, chat
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goals, everything of your projects in just one place so that's the reason why I'm going to be showing you
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what we can do into ClickUp, a very basic way. I'm going to just cover
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like just the main tools of ClickUp but if you want to see like a very huge
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tutorial or walkthrough of the ClickUp, you can let us know down below in the
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comment section and see what we can do for you. So I'm going to leave you guys a link down
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below in the description so you can sign up into ClickUp and you can get a free
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account and you can get let's say just a few tools, extra tools that you can take advantage from
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let's say the next 30 days so you can get a free trial mode
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I'm not pretty sure what they can offer to you but what I can show you
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is that ClickUp is going to be helping you a lot a lot a lot with your project
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so what I want to do here is to sign up or to sign in
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using the current account that I do have. Now for example here
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as you can see ClickUp has already saw here that I do have
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a Google account. So here into my Google account what I can do is to create or
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go into the downgrade option. QSClickUp do has a free account, a free option to have a free account
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but I must say that there are a few things that can
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be limited if you start here into one project and you used a lot of features and a lot of tools and after
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your free trial mode you're no longer going to be seeing all those tools
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because you've used different tools that you used only for the premium version. So with that being said what I want to
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do guys is to show you something really easy which that would be the
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workflow. So here into the workflow we do have the home notifications, the spaces, our dashboard, our documents
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and who is in charge of this let's say the chat of the members. So here into the upper side
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I do have my project and here is my workflow. It's a different
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workflow that I can see my tasks. So as you can see I do have two tasks. I want to add something
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else like for example cinema, I'm going to add let's say for example
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I'm going to hit into sleep, something like that. So I do have a full
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list. So if I choose something else, for example from list to board, I'm going to be seeing the workflow like this
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or if I choose boxes, I think it's going to be helping us a lot. But there are once again a few
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workflows that of course are only for premium options. So I don't want to focus in here. We do have the calendar
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view, the activity, the table and we can use so much more. But if you ask me
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I think like the best option for us that would be with the list
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or the board. So here into the board I do love to, let's say for example
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that I am doing laundry at the moment. I need to do
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this. So I want to use drag and drop. Drag and drop
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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
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to add a new field, I have to do doing complete, let's say
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cancelled, right? And I can add new status cancelled and I can add a red color and
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save. So here into the cancel, let's say that the basketball was cancelled
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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
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start to use tasking here. Now if you want to create a new
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project, not for yourself, like you are a team leader and you want to, let's say, manage your projects like your social
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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
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to choose new space and I want to hit into templates. Now templates, it's once again a really, really great
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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
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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
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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
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I have others, project management, those are not used. So let's say I want to use
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the project management. Here it is. All what the template includes. It includes
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the task group, includes 7 click applications and 2 view types. So if I choose the use template
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it says space name, so let's say this is a YouTube task
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import your option, import everything, project date, import as, hit into use template
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So now it's going to be creating me a new space here into all my everything. Now we do have our
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listing here, what I can do is to obviously select my new space, which is actually the YouTube task, so as you can see
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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
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project, the bathroom, the kitchen, the hallway, the garage, the backyard, everything
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is looking really really great, so thank god we have templates here
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So here into the templates, what I can do is to change that from
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list into boards, so once again, I love to use boards because it's really
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easy just to say that I need to paint something, I'm doing that at the moment, or get electrical done for total
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washlets, I've already done that. If I want to add the cancelled
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field that we just created, there, hit into save, so it's going to be taking a few seconds to add the
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status, you don't want to focus in there, there we go, so I want to go into the cancelled
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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
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dashboard, what I can see is like the reporting, everything like how is going on my project, so if I go into
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use a template once again, let's say use something really easy, so it says welcome to ClickUp dashboard
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blah blah blah, here is our task list, our doc files, and
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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
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in here into ClickUp, so I want to assign those into the emails, so I want to add
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that in progress, I want to assign that to them, I want to comment
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and please do this asap, hit into comment, I can use all these fields to add
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much more stuff into the chat inside the ClickUp, which is actually
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really really great, so I just want to exit here, and if I've
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already created something, I've already edited it, and someone already finished that, just go into the done, are you sure about this
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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
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want to show you is the document type, here into the document
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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
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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
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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
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a funeral agenda, there we go, this is a file that we just created, it was really easy to create a note, right
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prepare for the last day with your loved ones, it's never easy, blah blah blah, where's the funeral
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everything is already in here, if there's something that I do not like, I just need to delete it, it's really easy
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so that's the reason why I love to work with templates, because templates has everything that I
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need, sometimes a few more than I need, so it's better to have more
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than left there, so I just need to edit my own projects, and everything has been successfully done guys
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so hopefully this was a very useful video for you, of course
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ClickUp has a lot to offer to us, it's really really easy
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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
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use, I think this would be really valuable if you want to work with a team into ClickUp
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I think it would be really worthy to go for an upgrade
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if this is only for you, I think the free version is going to be more than
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enough for you, but that's totally your own opinion, so don't forget
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to like and subscribe to the channel if you want to see more about this great great application
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thank you so much for watching this video, good luck with all your projects out there
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and I will see you guys on the next one
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