How to Use ClickUp for Personal use

[@corneliusajayi]

Waoh, you transformed the seemingly complications in Clickup to A-B-C.👍🏼

[@sandhya6916]

Best explanation so far on click up for peraonal use . Just as i wanted . So subscribing u

[@Wendaful]

Thank you!! I love to keep it as simple as possible !

[@ColombianStyleSalsa]

how does the automation for the master list work ?

[@Wendaful]

I created a custom field called Master Categories. For every space I created an automation for when task created, set custom field then would set it to the relevant master category list whether it is business, personal, family, content creation etc. So when I go to the everything view I can sort it by the master category custom field and get a master list that is categorized automatically.

[@ColombianStyleSalsa]

@@Wendaful i still dont get it , but i will try , thanks

[@jnockels4297]

yes send me the link for the template

[@bree9016]

excellent video, I got so many ideas from it

[@Wendaful]

Glad it was helpful!

[@adeshshrestha3076]

Can you share me the template as you mentioned in video as well but couldn't find anywhere here?

[@Wendaful]

Everything is linked inside of the description box!

[@DamonIrving]

This is AMAZING! It’s so much data to keep track of though. Have you thought about using Airtable for the records that are not necessarily tasks? I’ve tried to do this in Clickup but everytime I add any new data, it assigns it to me since I’m the only one in the workspace. Then when I look at my home/assigned tasks, it’s everything I added which says I have 100+ tasks to do, and it’s completely overwhelming.

[@Wendaful]

I actually added a doc version to my template specifically for this reason!

[@DamonIrving]

@@Wendaful how does this work? My apologies if you already explained in the video but it’s not clicking for me yet.

[@Wendaful]

Instead of tasks they are pages/subpages inside of docs and they have tables or other formatting to keep track of all of this information!

[@ozan.tanrikulu]

How can you add a thumbnail on tasks like you did on the meal plan ? Thank you :) I add the image but its only appear if I click the tasks

[@Wendaful]

Hi I found this help article that can show you how to pin the images in clickup - help.clickup.com/hc/en-us/articles/6310349813015-Pin-a-Cover-Image

[@lizzardly]

This is brilliant!

[@pianoandmore]

Looks like a great way to organize even for personal. What payment plan do you recommend for personal use? Is this the free, unlimited or business plan?

[@determinators]

ClickUp Free tier only allows 100 cumulative uses of custom fields and the like, so it's likely she's not using the free tier. I could be wrong and am open to correction, but the level of organization here requires payment.

[@Irades]

Thank you Wenda :)

[@chocolatesunflower2386]

Yes template please!

[@gens.happyspot2121]

Thanks for this!!

[@murray6606]

😁 P r o m o s m