ClickUp Tutorial for Beginners

ClickUp is rapidly becoming one of the most popular project management systems on the market. With flexible pricing plans, robust features, extreme customization options, and the power to combine multiple apps into one, it’s no wonder companies are making the switch.
But although ClickUp is one of the most powerful work and project management solutions on the market, it can also be the most daunting for new users. ClickUp comes as blank canvas and there's a million different ways to set it up.
In this ClickUp tutorial I'll be taking you through everything you need to know about ClickUp - how to use it, the pros and cons, best practices, and show you what a fully built ClickUp workspace looks like:
0:00 - Introduction
0:15 - Creating a ClickUp Workspace
2:25 - Adjusting Personal Settings
3:50 - Notification Settings
5:30 - Inviting Your Team to ClickUp
6:20 - Task Types
6:42 - ClickApps
7:10 - Integrations
7:50 - The ClickUp Hierarchy
14:57 - Creating Your First Space in ClickUp
21:00 - Adding Folders and Lists to Your Space
23:18 - ClickUp Views
28:02 - Adding Tasks to ClickUp
31:41 - Where You Can See and Complete Your Work
34:45 - How to Communicate & Collaborate With Your Team in ClickUp
37:30 - ClickUp Custom Fields
43:54 - Using ClickUp Templates
49:27 - ClickUp Morning Routine
51:28 - Conclusion
📖 Read the Full ClickUp Guide - www.zenpilot.com/blog/how-to-...
📖 How to Choose the Right ClickUp Pricing Plan - www.zenpilot.com/blog/how-to-...
🎥 How to Use ClickUp Views - • How to Use ClickUp Views
🎥 How to Use ClickUp Docs - • How to Use ClickUp Doc...
🎥 How to Create an Internal Wiki in ClickUp - • How to Create an Inter...
🎥 How to Use ClickUp Templates - • How to Use ClickUp Tem...
🎥 ClickUp Dashboard Examples - • 6 ClickUp Dashboards T...
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As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 agencies streamline their operations in ClickUp.
📈 Interested in learning how we've helped thousands of agencies double productivity, maximize profits and improve client retention? Check out our proven process: www.zenpilot.com/agency-produ...
📞 If you're ready to experience the power of world-class operations, schedule your free agency ops strategy call here: www.zenpilot.com/call?...
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⚠ Disclaimer: The videos on our KZbin channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
#clickup #clickuptutorial #agencylife #projectmanagement

[@sachinaable]

excellent work

[@rustymorning431]

Thank you. This was the most helpful totorial I have seen so far.

[@ZenPilot]

Thank you for the feedback! Glad it was helpful.

[@sjanosko]

Lots of good information. I mirrored your examples while you were explaining them (as I learn best by doing). If your not a project manager or familiar with that discipline, the content presented may feel overwhelming. I love that you are straight to the point which keeps my attention. I did pause and "rewinded" some areas. I understand why some think you are moving too fast (I like the pace!). Thanks for creating this, very helpful.

[@ZenPilot]

Thank you for the feedback! ClickUp is a dense tool so it's hard to offer a short tutorial. That's why we have full training courses to help with setting everything up! I'm glad it was helpful! 🙂

[@futurefoxmedia]

THE most helpful, up to date tutorial I've found so far. Thank you! Can you create a folder within a folder? For example, I have multiple projects with each client...I have a folder for each client and would like to create a subfolder for each project but that doesn't seem to work. What would you recommend?

[@ZenPilot]

You can't currently create a folder within a folder. We'd recommend that projects be separate lists in your client folders.

[@robbholmes9215]

bro you move to quick

[@FFieldX]

Seems a bit too complicated for basic task tracking

[@ZenPilot]

It can be as complicated or simple as you want it to be. It just depends on what you need and are trying to get out of the platform.