When you first lay the foundation of an online business, everything feels docile and manageable. But as the business grows- you start working with numerous clients, undertake more projects, and hire additional team members- things begin to slip through the cracks.

So, to keep up with everything, you try to juggle to-do lists, emails, and project management softwares… only to find out that your projects are entirely cluttered.

Does this ring a bell?

Just know that it is prevalent for business owners or freelancers to face such scenarios. I have a perfect solution to help you be in charge of all your projects, stay organised, and get total control over your business: ClickUp.

 

I came across ClickUp almost a year ago, and now it is an integral part of my tech stack. It has helped me streamline every process I run, from content planning to university work.

With this ClickUp tutorial, I aim to demonstrate the step-by-step procedure of getting started with ClickUp.

 

What is ClickUp? 

ClickUp is a cloud-based project management software available on all platforms, including Mac, iOS, Android, Windows, and Linux.

It is an all-in-one platform for project management, automation, spreadsheets, reminders, goal tracking, to-do lists, team collaboration, and more.

So an outright productivity platform is built to keep personal and professional work organised intuitively and visually.

 

It serves a wide variety of users, including solo entrepreneurs, content creators, small-to-mid-sized businesses, and large enterprises.

This means that no matter who you are, ClickUp can help you declutter and optimise your online work because it supports numerous technology integrations such as Dropbox, Docs, and Microsoft apps.

 

How does it work? 

ClickUp allows users to set up custom workspaces where they can collaborate with team members.

 

After setting up the workspace, users can build projects with tasks, relevant files and checklists to accomplish them. You can assign specific tasks to different team members with deadlines.

It also allows you to integrate your productivity apps for easy drag & drop file sharing. The tool places heavy emphasis on collaboration and communication at rapid lightning speeds. ⚡

 

ClickUp Features

Before diving into the ClickUp Tutorial guide, let me tell you about the appealing features ClickUp has to offer!

Templates: ClickUp has a templates library with diverse options for individual tasks to entire workflows. These templates are customisable and offer a head start to users. You can also create your custom template and replicate it in future projects.

Time tracking: The software allows employees to track time while completing tasks to ensure accurate billing. This also lets project managers predict the amount of time a specific project takes.

Automation: One critically acclaimed feature is ClickUp automation, which helps users to set up reliable procedures to automate their everyday tasks. You can implement succinct SOPs to post comments automatically, assign tasks, modify statutes, and more.

 

Manage Documents: Instead of sending google docs files back and forth to team members, you can Store and manage all the documents in ClickUp.

Custom Dashboard: The ClickUp dashboard allows project managers to have a bird-eye view of the performance indicators with details like statutes, sprints, time spent on tasks, etc.

Notepad: It is a practical note-taking tool for when you are attending to a client and swiftly come across some crucial points; you can note them without leaving the tool.

Record Clip: Another incredible feature is the Record clip that lets you record your screen in ClickUp. You can record clips for presentations or personal work.

Quick task management: ClickUp is not a project management tool that requires too much manual updating. It lets you select multiple tasks and edit their status in just one click.

 

Notifications: ClickUp will notify you about every automation and change that took place by your team’s action. It will also inform team members about new tasks and deadlines.

Kanban Board: You can get a neat and comprehensive picture of your project’s status by visiting the ClickUp Board. It only takes a few steps to modify or move the cards on this Board.

 

Step By Step ClickUp Tutorial

Follow the steps given below to start your journey with ClickUp.

Step 1: Sign up with your email.

Firstly, you must set up a ClickUp account using your personal or business email address. The onboarding process is quite simple and intuitive.

Step 2: Select a workplace name, avatar & theme colour.

ClickUp will ask you to name your workspace and theme colour, select an avatar and answer a series of questions like the number of your team members and specific tasks you want to accomplish.

 

During this stage, you can import tasks from your existing project management software if you have any.

 

Step 3: Customise Workspaces & spaces.

Once the onboarding is done, you will be redirected to your ClickUp dashboard, where you can now customise everything, including workspaces & spaces.

 

Workspaces are at the top of the ClickUp hierarchy and represent everything within an organisation. You can access or create multiple workspaces from the bottom left corner.

Every workspace can also be organised into one or more spaces. Spaces can denote different departments and clients. The left grey window will let you create and manage spaces.

Step 4: Set up Folders & lists.

Folders and lists come in the middle of the ClickUp hierarchy. Folders are optional but act as a helpful layer for more complex workflows. Spaces hold folders, and folders can contain one or more lists. Lists usually have tasks.

 

You can create Folders or lists from the Spaces section in the left grey window.

Step 5: Switch between list & Board view

You can visualise your tasks in either list or board format. Switch between these modes to monitor and update the status of each task as the project progresses.

 

Step 6: Add Integrations

Lastly, you can integrate various apps like Slack, Hubspot, and Github directly to your ClickUp dashboard.

 

 

How to add custom automation to ClickUp 

Click on the Automate button at the top right corner of your Dashboard and Select Add automation.

 

A pop-up will now appear with many automation templates for diverse workflows. The templates are grouped into categories like Move, Statuses, and creation.

Using these pre-built templates, you can apply automation to all the tasks & subtasks within spaces, folders, and lists.

 

If you cannot find a suitable automation template for your workflow, you will need to build custom automation using triggers, conditions, and actions.

Triggers are events that kick off automation. You can select triggers from the When dropdown. Conditions are criteria that must be true to run the automation, and you can add them by clicking the + icon below the When dropdown.

Actions are variations you want to automate and can be added by clicking the + icon below the Then dropdown.

Steps to create Custom automation: 

1- Click Custom automation in the automation pop-up window.

2- Browse the When dropdown to find your right trigger; click + to conditions if required.

 

3- Browse the Then dropdown to find the suitable action; click + to add multiple actions if needed.

 

4- Add any necessary info about your workspace and hit create!

 

ClickUp Pricing 

 

• ClickUp is free for personal use with 100MB storage and Unlimited tasks.
• Unlimited plan for small teams with Unlimited storage, integrations, and collaboration tools at $5 per month.
• Business plan for mid-sized teams with Unlimited teams, Google SSO, and custom exporting at $8 per month.
• Business plus for multiple teams with Custom role creation, team sharing, and increased automation & API at $19 per month.
• Enterprise plan for large groups with white labelling and enterprise API at custom pricing.

 

 

FAQ

Discover explanations to some of the frequently asked queries about ClickUp below.

 

Can ClickUp be used for personal use?

It is a terrific tool for freelancers or even individuals with personal tasks. For free, you can use it as a daily planner, make checklists, add a description, track your progress or set a personal deadline.

 

Is ClickUp better than Notion?

If only functionality is considered, ClickUp is a far more robust tool than Notion. While both are workflow management tools, Notion has a minimal approach with basic features.

ClickUp has more advanced features like time tracking, automation, calendar, messaging, etc.

 

Can I use ClickUp offline?

If ClickUp detects that you’re offline, it will notify you at the bottom left corner, but you will still be able to create new tasks. New tasks will be sent to your team members when your internet connection restores.

You can also monitor any tasks loaded recently, even when you’re offline.

 

Why is ClickUp so complicated? 

ClickUp can be a little intimidating to beginners because it adds all possible functionality into an individual suite. So it does have a slightly steeper learning curve than other more straightforward project management tools like Notion.

However, they’re all trade-offs, as the lighter and simpler tools can’t track projects with the same degree of detail as ClickUp.

 

Final Verdict 

This is it for this ClickUp tutorial. Be mindful of the sky-high customizability of ClickUp. No matter your business’s workflow, you can personalise it to make it work for you. I can’t emphasise enough how much ClickUp has helped me to streamline my personal and business life.

Congratulations on making it this far in such a brief time! If you need more apps like ClickUp for your online business, follow me for more exciting content!