How I Use ClickUp To Manage My Life & Business | ClickUp For Content Creators & Solopreneurs

My obsession with ClickUp continues with this video where I walk you through exactly how I capture and manage all my personal and business tasks using Google Calendar and ClickUp.
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[ a b o u t m e ]
I’m a 33-year-old content creator based in Gold Coast, Australia. I work a 9-5 while working to build a successful digital product-based business. My KZbin Channel is a mix of lifestyle and educational content that takes you behind the scenes of my life as I work to build an online business I love. I share honest truths as well as no-fluff actionable advice and steps to help others achieve the same.

[@TeriAnnTagget]

One thing you should know about me is that I will take every and any opportunity to talk about ClickUp 🥰 Let me know If there is any particular ClickUp feature you'd like me to cover.

[@PuelaLunaris]

Thanks. Great video.... Yes I would love to see your process on clickup for creating your content calendar. Thanks!

[@loridawngerlach3588]

Wow, this is EXACTLY what I've been looking for from a tutorial. I have so many different places that I have all these things. I'm excited to put all of them in one area. About to watch this about 10 times to set mine up 😁

[@DanaKuznar]

LOL - those are my exact thoughts and my exact plan! Thanks Teri-Ann!

[@waynewilliams576]

Teri-Ann, finally someone who talks clearly about how to actually use a PM tool in the real world, integrating projects and personal life, instead of making nothing more than a worthless infomercial for clicks. I operate several businesses, and I have been really looking for a tool that can help me manage each of them (really like separate projects) and my personal life in an integrative way where I can see them all on one calendar everyday. Bravo! Thank you. I will be watching your other videos as well.

[@estherhsula]

Love it!!!! Thank you so much for sharing this. I’m using a project management software as well but feeling super messy still. Gonna try to use your system!

[@user-gd7om9hk9d]

Thank you so much! So helpful!

[@benjaminscotthooper]

This video is amazing! Thank you! Exactly what I needed.

[@retractedhack]

I love what you've done with the dashboards area, definitely feeling inspired!

[@foundation2375]

A plain and functional explanation Thanks for the tutorial

[@valeriaugobono5516]

Very helpful, thank you!

[@learnimplementshare3431]

Wow, this is a mind-blow (and a window into your brain Terri-Ann haha) Very impressive. Who said us Aussies all have a 'she'll be right mate' attitude! You are so organised. Alas I'm way too far down the rabbit hole of my set up to change but if people are towards the starting end of getting organised then, yes, this is the way to go. BTW, love your down-to-earth style. Very good.

[@shawtyg713]

Omg Girl! You're a God sent. I am so glad that I stumbled across your video because, this was exactly what I needed. Well organized, very simple!

[@melinapinheiro800]

This video is everything I needed

[@dashydoggo]

I love Microsoft To-Do! I've used it for adding tasks and keeping track of them quickly there. I'm now starting to use ClickUp

[@vlockmedia]

bro, i love this! great vid.

[@theresoundingglory]

extremely helpful! thank you

[@amira_roberts]

Thank Teri-Ann - Super helpful x

[@kna0325]

Hi Teri-Ann, Your overview and approach are awesomen! Do you sell your templates or share via the community ClickUp sitem? I really like your approach and loved the piece on creating a client portal as well. Thanks for sharing the wisdom.

[@KellyWardMadamWard]

An excellent explainer video, this really helped as a new ClickUp user, thank you.

[@MariaOdaliz]

Thank you! This video was exactly what I was looking for to learn more about this fascinating tool and get me started. Could you please make a video on how to create a Client Database using ClickUp?!

[@JustBeingFarley]

I would love to know more about how you set up the content calendar, or buy it as a template!

[@raquelzinhatostes]

WOW! The BEST clickup youtube video EVER! And I've seen A LOT of them! Thank you so much for sharing, Teri-Ann! Please, share more tips and tutorials like this. Xo from Brazil !

[@TeriAnnTagget]

Thank you so much for your very kind feedback 🥰 I'll have more videos coming very soon! Xx

[@davidselby9939]

Dear Teri-Ann, this is wonderful. i had started with clickup a couple years ago and bailed, too much work, didn't see the big picture. your 16.30 min is all the inspiration i needed - i am going to revitalize my approach and try to back into it. i need something like this to help manage my stuff, right now i use 4 different spreadsheets. it works but takes a lot of overhead. thank you for this!!😁

[@TeriAnnTagget]

Hi David, I'm glad you got something out of the video 😁 ClickUp is amazing for management of most things, I will say that it isn't quite there with it's formula functions to compete with spreadsheets just yet but I'm hoping with the roll out of ClickUp 3.0 it'll get a lot closer!

[@carolecarlson2569]

really love this video and Im wondering about how you set up the purchase wish list board. is each board title a status or tag or something else. also, for some reason Im unable to move the boards around.

[@matthiasbauer8039]

thank you for this tutorial, would you perhaps be interested in explaining to me in more detail how I can use this organization in the best possible way for my team? Cheers Matti

[@PercussusResurgo]

Thank you. Very helpful. Greetings from Canada

[@TeriAnnTagget]

Glad you enjoyed it!

[@kelseylanefitness]

I am so interested in the weekly and monthly reset and deep cleaning schedule. IDK why but I am.

[@elmoone9565]

the video was amazing thnx alot

[@TeriAnnTagget]

You're welcome 😊

[@courtneyjorstad]

Great video! I love hearing how you use the app. I love Clickup, but I've been learning that it's not good for everything. For example, I've tried to use it for grocery shopping, and checking off tasks on the go is waay too many steps. I'm glad to hear that you use a traditional to-do app for that. I'm in the process of setting up an app for that as we speak. Please post more ClickUp videos. 🙏

[@TeriAnnTagget]

I'm so glad you are loving the videos, I've definitely got more coming! I've actually included your comment in my latest ClickUp Q&A video as I've been testing a new Grocery List set up within ClickUp which I share in the video. Still not mobile-friendly as a simple to-do list but I'm pretty happy with it so far 😊

[@HerHomeHeart]

Love This . . . how long did it take you to organize your Click-up in this way? It looks tedious, but I really need to do something like this. I just downloaded Clickup about 2 days ago . . . so, I'm a total newbie lol

[@TheRoyalMakeUp]

Since the major update on click up I don't understand how to view my lists and to-do's as before TT

[@wanderwomxntravels]

Thank you so much for this, it's so helpful! Are you using the free version of ClickUp?

[@TeriAnnTagget]

I'm so glad you found it helpful! I am on the 'unlimited' plan which is their cheapest paid plan - The free plan does give you a lot but I use ClickUp for basically everything so I hit the custom fields limit on the free plan pretty quickly so for the small monthly cost I personally think it's worth it.

[@wellgoodco8495]

Thank-you for the video! This is a game changer. Could you explain how you have different tasks/lists in each view? For example, in your 'KZbin Calendar' you have different tasks/statuses in your 'In progress' view and 'Content ideas' view, but under the same list? When I try to do this, I get the same tasks and statuses showing for each view...it would be great to know how to separate them if possible please :)

[@TeriAnnTagget]

Hey, I'm so glad you found the video helpful! With the views I used 'Filters' to filter them by certain statuses. I show how I do this in this video: kzbin.info/www/bejne/a6qtXouDramXh8ksi=PFdk6ISvPwQfQ7hx&t=256

[@toshgealone3295]

I can't believe that you can use Click Up this way

[@PalmeriKnits]

Thank you so much for creating this video! I created click up and most things are set up now. I have a question though. at 7:24, how do you create those tabs for "progress" and "Ideas" under KZbin Calender? Also only to show the calender view when you click the content calender folder? I really love how you set things up, but I am struggling to make it happen.

[@TeriAnnTagget]

Thank you so much for your comment, I'm glad you found it helpful 🥰 The tabs are just different 'Views' of the same list. If you click the '+ View' option at the top of your list it allows you to create different views including the calendar option. Once you've created the view, you can use the filter option (on the left under the list name) to only show what you want to see under that view (I broke mine down by active and inactive statuses to get the 'Ideas' and 'Progress' views)... You can't have just a calendar unfortunately as ClickUp requires at least a list view. But what you can do is create the list, add a calendar view & then 'Pin' it to the front. You can do this by hovering over the calendar view tab and click the 3 dots that appear, there you'll see a 'Pin' option. You can then just click and drag the calendar drag to the front. Hope that helps! xx

[@PalmeriKnits]

@@TeriAnnTagget Thank you SO much for explaining this! I set up a few things after reading your instructions, and it is working very well. I think I got the hang of it! Really appreciate you making such a great video and also replying to the question in the comments 🙂

[@katrinrin3452]

Dear Teri-Ann, thanks for that helfpul video. How did you get the pictures in the recipe list in board view? I try and try and have no idea. Can you or anybody help?-thanks!

[@TeriAnnTagget]

Hi KatRin, I've just uploaded a ClickUp Q&A video this morning, I have included your question and troubleshooted this as best I can. Hopefully the solution in the video solves the issue!

[@kielyharris1623]

How did you get your side bar to go like that? i can't seem to get mine to do it. i am using the app on windows if that makes a difference

[@TeriAnnTagget]

You can adjust the sidebar by clicking your profile image in the bottom left corner, then on the right side of the pop up menu select 'Layout size & style'. My settings were; Style: Clean, Size: Large. Hope that helps! 🥰

[@pedroosorio7466]

Hello, very nice video. In terms of privacy, is there a risk of creating a space dedicated for your business within your workspace and inviting your team members to it? Or is it better to have separate workspaces? Cause the advatange of having every space in one is that I can see all of my tasks from multiple spaces in a single view

[@TeriAnnTagget]

I'm glad you liked the video. You can definitely keep everything in one workspace and just give team members access to certain spaces. They will only be able to see the spaces you add them to - I use ClickUp at my corporate job also and have this exact setup with team members only having access to the spaces or lists they need. You are also able to revoke their access at any time.

[@shhhannon_]

Very helpful. Do you have more than one gmail? Like one for personal and then your business or do you just do everything through one email?

[@TeriAnnTagget]

I have 2 gmails, my personal gmail and a domain email ([e-mail]) for my business. This is totally personal preference, I just prefer to keep them seperate.

[@waschosen-]

When you input data on Google Calendar, you will soon receive related advertisements in Gmail. I prefer to use Apple Calendar.

[@jcepri]

Great job. Do you us the paid version of clickup or is it free? Also, is there a reason why you can't use clickup as your calendar, too? I'm just wondering why you need to use Google and Clickup for a calendar. I've never used Clickup so I honestly don't know.

[@TeriAnnTagget]

Hi Jeff, thank you for your comment. I have the paid version of Clickup however all of the features I've shown in this video are included in the free version, I opted for the paid version as it gives you access to more custom fields (free version is limited to 100 uses). I use Google Calendar for all of my appointment and events and I use Clickup for all of my tasks management. You could definitely just use Clickup in calendar view for appointments etc. I just prefer to use both 😊

[@jcepri]

@@TeriAnnTagget Thank you! You did such a great job with this tutorial. I looked at it before seeing this and it seemed overwhelming. I'll give it another try now. I wonder how they can provide so much for free.

[@PenelopesPerspective]

I had no idea Clickup had these features. Thank you for this great tutorial!

[@katerhodes4523]

how did you manage it to hide the appt. from your google Calendar in the content calendar? I'm struggling with that a lot!

[@TeriAnnTagget]

On the right-hand side of your ClickUp calendar view, click the little menu button above where it says scheduled & overdue. This expands and if you scroll to the button you'll see the calendars you have synced and you'll be able to unselect them. That should do the trick! 🥰 Let me know how you go

[@janemayhewbarnard6958]

I have pulled in 3 of my Google calendars into Click up. It's a great feature, but the issue I have is that all the calendar items for all the imported calendars show up in purple. It appears to me that in your view, the calendars had distinguishing colors. Is there a way to change the colors for each calendars?

[@TeriAnnTagget]

Hi Jane, unfortunately, I have the obnoxious purple colour on my ClickUp also. Anything on my ClickUp calendars that are showing different colours are actual tasks within ClickUp & not items pulled through from Google Calendar. On most of my calendar views in ClickUp where it isn't relevant, I just have the Google Calendars hidden. If you aren't sure how to do this I cover it in this video kzbin.info/www/bejne/a6qtXouDramXh8k at 09:00. Hope that helps 😊

[@user-su2uo6zu3b]

Great video. Only HUGE shame you eat poor loved animals. nj

[@jcepri]

This app looked phenomenal at first, but I'm quickly finding that there are some major problems with it. I needed to create a doc and be able to share it with anyone in protected status. Otherwise anyone can change it. Turns out the ability to protect a doc is only available with the *Business Plan*. That would cost me, as an individual, a minimum of $144 per year--and that's only if I paid for a full year. Notion, which is 100% free, had a documents feature is identical to this and they allow you to share protected documents with the public. Clickup has issues. Lots of features are only available for a trial period (mind mind maps, email). To omany features are only available via the Business plan. Plus, Google calendar sync is extremely slow. It takes over a minute for events to show up to disappear from clickup after adding or deleting them. Their Unlimited plan has many limitations, too. There's no way I'm paying $144/year for this. Looks like I'll be going back to using Todoist, Notion and Google Calendar. All together they cost just $3 per month. As they say, if it sounds too good to be true, it probably is. By the way, students and teachers should check out Monday.com. Their Pro version is free for students and educators.

[@rajberi1234]

If something is added to the ClickUp calendar, will it show in Google as well or is it one-way (Google ---> ClickUp)

[@TeriAnnTagget]

In the calendar settings within ClickUp you can choose to either sync your Google Calendar events to ClickUp, or sync your ClickUp tasks to Google Calendar. Unfortunately at the moment it doesn't allow you to do both.

[@revywebdesign]

@@TeriAnnTagget It does now :) you have to add the Google account again under Calendars as if you're adding a second calendar and then it'll give you the option to set up the sync for the other direction. Great vid, thank you!

[@TeriAnnTagget]

@@revywebdesign OMG I never even thought to try that! Genius. Thank you 😄