ClickUp Task Types: How to Best Use ClickUp Task Types

ClickUp just released an amazing new feature called "Task Types".
This is a huge deal because although ClickUp is primarily a task or project management system, there are a variety of other solutions you can build within it (i.e. CRM, team directory, OOO manager, etc.) And because of the this, not every task is a "task" inside of ClickUp.
In this video, we discuss the 5 different task types you need to leverage and how to set them up:
0:00 - Introduction
0:38 - How to set up ClickUp task types
2:56 - What we've done in the past
3:50 - Default ClickUp task types
4:40 - ClickUp Task Type: Records
5:56 - ClickUp Task Type: Non-actionable
7:11 - ClickUp Task Type: Time tracking
8:20 - ClickUp Task Type: OOO
9:30 - ClickUp Task Type: Meetings
10:18 - Using ClickUp task types in views
📖 Read the article: www.zenpilot.com/blog/how-to-...
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#clickup #clickuptutorial #agencylife #projectmanagement

[@erykjakubik4799]

I've been following your videos for several months. The content is very helpful. Great job! I can't recall if you've shared a workspace demo anywhere?

[@ZenPilot]

Thank you! The best place to find a workspace demo is going to be our ClickUp for Agencies video: kzbin.info/www/bejne/iZXJZaubed2Igbcsi=4-ARaqOpN1ZLGykR

[@erykjakubik4799]

@@ZenPilot Under this link, there's only a tutorial and an onboarding template. I understand that you don't share the entire workspace publicly?

[@ZenPilot]

@@erykjakubik4799 yes, the best way to get access to all of our pre-built spaces, folders, lists, processes, views, custom fields, etc. is by working with us. If you're interested, please book a call here: www.zenpilot.com/call

[@oswaldoj.avilesibarra3739]

Hi. Very helpful content. Thanks! I got a bit confused about how to use the task type categories. My question would be what would be the definition (and differences) between an Actionable Task Type and a Time-Tracking Task Type. Thanks!

[@ZenPilot]

Great question. 1. Actionable tasks are going to be your typical tasks in your workspace (e.g. write blog post, send email, review pitch deck, etc.) 2. Time Tracking tasks are there for your team to track time against. They are most useful for teams that want all 8 hours of the work day to be tracked. You may have a time tracking task for "Account management" that lives in a client folder. This can live there and your account managers can use it to track time against whenever they check email, review projects, etc.

[@filmreif3941]

As always great content! Thank you! 🙏🏻✨ One question: in the section non-actionable you show products like an eBook. From your former videos I would`ve thought that`s going to be a list under the clients folder in deliverables. When do you put it as a list and when as a non-actionable task? Would love to hear on that.

[@ZenPilot]

You'll use a list when it's a larger project (or something that could take a few months). For example, a "Website Redesign" would be a list. The parent tasks in this "Website Redesign" list would then become the phases or deliverables within your "Website Redesign". When it's a smaller deliverable like a blog post, ebook, case study, email, etc. you can just use the non-actionable parent task with subtasks underneath it.

[@filmreif3941]

@@ZenPilot Wow -that was quick! Thank you. Makes sense.