How to Use ClickUp for Project Management in 2024

[@elysiangrowth]

thank you very much sir this helps me sleep at night. i got a few clients now all with a crapload of their own tasks to complete (that are all pretty urgent). with sales, marketing, ops, posting, random integrations, billing, ads - this kind of organisation is making it all possible. Working with you guys the immediate second i can.

[@ZenPilot]

Amazing. Glad our videos have helped!

[@Realidyne]

Awesome video! Thank you so much!

[@MorrocanMediaAgency]

i have question about if i can disabled button add ask for roles member and illimted member

[@MorrocanMediaAgency]

i have question about if i can disabled button add task to anyone only admin

[@dianamhuriro2082]

Beautiful. Thank you so much. I highly appreciate.

[@ENGMHMK]

I thought it would be a tutorial, any way thank You Sir, But It would be better if you talk a little bit slow & show us some tutorials because It's so confusing.

[@ZenPilot]

Thank you for the feedback!

[@buraksarac297]

Great video! No other on KZbin comes close! I'm trying to figure out if I should have a separate space called "Projects" just to have internal and client projects together instead of having them mixed in the clients space. Thoughts?

[@ZenPilot]

I'd separate your client and internal projects in to separate spaces. It's helpful to have those separate for time visibility and general visibility purposes.

[@allyirfan8663]

Great tutorial. My org has setup ClickUp with 1 department Space and with I have created a few project folder. These projects have different stakeholders. When I try to add a RACI template it adds it within a project Space BUT the RAID log template is added as a folder. The only workaround that I could thing of is having 3 folder for RAID and rename them each placing them either above or below each project folder. Any thoughts?

[@ZenPilot]

Sorry, I'm not sure exactly what you're asking. Could you post a loom video or something to walk me through it?

[@allyirfan8663]

@@ZenPilot What I notice is for RACI Template, ClickUp creates a list whereas for RAID Log it creates a folder. Since I want everything organized within an existing project folder (lets call it Project A), the RACI template as well as other lists are within the folder Project A. However, when I try to add RAID Log using a template, it creates a new Project Folder rather than a list as RACI Template. This causes problems as I have multiple project folders and to have additional folders for RAID log causes confusion. What I am looking for is to have 3 project folders which I have and within each folder. a separate RACI list (which ClickUp creates) and a RAID log LIST just like RACI list within each project folder

[@ZenPilot]

@@allyirfan8663 Are these templates that you've made or are these ClickUp created templates? If you want everything in a folder, you'd need to redesign the RAID log template to be a list or task template because you cannot upload a folder template in to a folder. There are no sub-folders at the moment. If you want something to be in a folder, it needs to either be a list, or just a task (which will live in a list within the folder).

[@justravemusic]

Is it possible to put deliveries into a client dashboard? We do monthly ghoswriting posts which the client needs to review and comment or copy out of there to post on his linkedin. I just switched from Notion to ClickUp so not sure how to manage this Retainer. Would really help me a lot! It's kind of a Content Enginge with a database so he will always see which content was performing well to reuse etc.

[@ZenPilot]

You can do this, you just need to invite your client in to ClickUp. Here's a way to do that: kzbin.info/www/bejne/foe0i3WapJhra6M

[@ePreneurs]

thanks for sharing!

[@lesliehampton2099]

Thank you! This helped me understand the hierarchy which I was having a hard time with as a beginner.

[@ZenPilot]

Awesome! Glad it was helpful.

[@johnballantrae001]

I really wanted to enjoy this and it looked like it was going to be good, but it is totally useless because you talk WAY too fast - this is the problem when you already are familiar with the program - you forget what it is like to not know and you jump quickly all over the place, and my native language is English, but really, it's not a race and it makes me wonder if you other offerings will miss the mark too, even though my first impulse was to subscribe. Wishing you well. A video like this is supposed to be about the viewer.

[@ZenPilot]

Thank you for the feedback. We are sorry you feel that way!

[@tanishamatthews2540]

@@ZenPilot, the Playback Speed setting is on the gear icon in the video. I often use it to speed up or slow down KZbin videos.

[@fattmoleyTv]

made it to 13 minute mark. this is just a walk through of the interface, not a tut on how to use it.

[@garnisseptiani3448]

This click up free or paid?

[@ZenPilot]

Paid