ClickUp Construction Management: There's A Template For That!

  Рет қаралды 4,180

ClickUp Mastery

ClickUp Mastery

Күн бұрын

Пікірлер: 11
@warrenbiggs6085
@warrenbiggs6085 2 жыл бұрын
I don't if it's because I'm becoming more familiar with clickup but I have to comment that this was by far the most concise and helpful instructional video. Thank you
@clickupmastery
@clickupmastery 2 жыл бұрын
Hi, Warren. This made my day! Thank you for letting me know that it was helpful.
@mahrezchabane6895
@mahrezchabane6895 2 жыл бұрын
Thanks so much , for this tuto , my qustion ,what if we have sevaral construction sites by name , with the same process , how we can build this ?
@clickupmastery
@clickupmastery 2 жыл бұрын
Hi! I would create a "Client" space and then have a folder per client. I would create a template folder with lists that have the process and duplicate that each time you get a new client. If you need additional assistance I offer one-off hour calls and you can book an initial call here to discuss: hello.hecticapp.com/01/amalie-media/30-minute-discovery-call
@frenchy79
@frenchy79 2 жыл бұрын
Is there a year view in the calendar?
@clickupmastery
@clickupmastery 2 жыл бұрын
If you add a Gantt view you then you can select month/year. In the Calendar View it only shows up to a month. I made a quick video of how to access the Gantt view. www.loom.com/share/94f94112ef7f4c8bbb88686f140ad032 I hope that helps!
@georgetteculver1972
@georgetteculver1972 10 ай бұрын
Thank you for this tutorial - haven't seen anything showing how to have multiple projects on this.. any help would be greatly appreciated. Just now trying to learn this app.
@clickupmastery
@clickupmastery 10 ай бұрын
Thanks for the comment. If you are doing multiple projects I would one of two things: 1. Have a Project Folder and use a list for each project 2. Have a folder for each project then have lists for the different things you need to track. This options would be if you had like a list to track supplies and costs, and another list to track the project stages, and another list to track the personnel on the project or something like that. Let me know if that is clear or not. If you want a more detailed explanation or consultation feel free click the link below and book a paid call with me. amalie-media.hecticshare.com/public/amalie-media/60min-clickup-support-call
@SamFields-mm2nv
@SamFields-mm2nv Жыл бұрын
Did they remove the budget view? When I added this template, I am not seeing the budget view.
@clickupmastery
@clickupmastery Жыл бұрын
I just imported the template and it is there for me. To create the Budget View create a new list view at the folder level, group by status or whatever is best for you, click on the custom field plus sign (far right) and show the budget custom field. I hope that helps!
@clickupmastery
@clickupmastery Жыл бұрын
Were you able to get the budget view set up?
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