ClickUp Tutorial For Beginners (Step by Step) How to Use ClickUp for Beginners
Feb 7, 2024
ClickUp Tutorial For Beginners (Step by Step) How to Use ClickUp for Beginners
View Video Transcript
0:00
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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