How to Use ClickUp Recurring Tasks

  Рет қаралды 2,257

ZenPilot

ZenPilot

Күн бұрын

ClickUp recurring settings are an amazing feature inside of ClickUp that helps you automate work creation for tasks that happen on a recurring basis.
Despite it seeming so simple, there are a few things you need to understand before you build these out in your Workspace!
In this video, we'll go through everything you need to know about ClickUp recurring settings:
0:00 - Introduction
0:25 - ClickUp Recurring Settings Basics
10:53 - Recurring Settings Best Practices
12:35 - ClickUp Automation to Help With Recurring Tasks
15:30 - Recurring Settings and Workload
18:07 - Conclusion
📕 Get the ultimate "How to Use ClickUp" guide: www.zenpilot.com/clickup-guid...
--------------------------------
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?...
--------------------------------
📚FREE AGENCY RESOURCES 📚
👥 Join the FREE ClickUp Community: / 12842198
⚡️ Want to see how your operations stack up against 2,000 other firms? take the 20-question benchmark: tools.zenpilot.com/pm-benchma...
📕 Download the 47-page guide on how to implement ClickUp for agencies: www.zenpilot.com/how-to-imple...
📨 Get biweekly agency ops insights from our newsletter: www.zenpilot.com/first-class-...
🎁 FREE client onboarding ClickUp template: www.zenpilot.com/client-onboa...
--------------------------------
⚠ 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

Пікірлер: 13
@MuhammadAfzal-om1wn
@MuhammadAfzal-om1wn 9 күн бұрын
you know beauty of your videos is that you cover all the things, all the use cases, and don't skip anything, hoping to see the next videos in the same way. Thanks
@TimSonrisa
@TimSonrisa 14 күн бұрын
Thank you, this was great!
@radoznalaclara
@radoznalaclara 4 ай бұрын
Thank you so much for the amazing content, as usual. 🥳🥳🥳
@MuhammadAfzal-om1wn
@MuhammadAfzal-om1wn 9 күн бұрын
what if i want to make some changes in a recurring task only on a specified day e.g. on Friday, the task will remain the same on other days. How will I do that?
@JodySmith-gh6wx
@JodySmith-gh6wx 2 ай бұрын
Great video, very helpful. We use Daily tasks and have set them for recurring, the only issue with that is we need assign different days to different assignees, suggestions?
@ZenPilot
@ZenPilot 2 ай бұрын
Could you provide more context on this? You can't change the assignee when a task recurs, so you'd just want a different task for each assignee. If they themselves only have to do that task once a week, just make it recur once a week. So you may end up with someone having a task recurring on mondays, someone on tuesdays, someone on wednesdays...
@MuhammadAfzal-om1wn
@MuhammadAfzal-om1wn 9 күн бұрын
if a recurring task needs to be done 5 times in a day at specified time period, how will I be able to repeat tasks for multiple times in a day?
@Hadassitagamer
@Hadassitagamer Ай бұрын
Is there a way to clear custom fields in recurring tasks, example a meeting every two weeks with differnt invitees
@ZenPilot
@ZenPilot Ай бұрын
Yes. If you select "Create new task" and then click "options", you can unselect custom fields and the values will not be brought with the new task.
@sergiocoser87
@sergiocoser87 20 күн бұрын
I have a need for adjust the task name or a custom field when the repeat happens. Example: task 1 is from a marketing plan from may, the next from june and so on, but i could not find a way..
@ZenPilot
@ZenPilot 18 күн бұрын
There's not a great way to automate this. I'd probably recommend creating a bunch of tasks for each of these months. You could set them up at the beginning of year or quarter and have all the tasks laid out with the appropriate custom fields.
@curtisburns1357
@curtisburns1357 4 ай бұрын
I find when I create a recurring task, such as a daily checklist. The closed subtasks and Action Items get their status carried over to the next recurrence. Very annoying. I wonder if I need to make changes to the "Create New Task" options.
@ZenPilot
@ZenPilot 4 ай бұрын
Hmm very interesting. I'd use the "Create New Task" option for sure. You can always experiment with the "Update Status To: " feature as well! Make sure you don't have any automations in the background!
How to Use ClickUp 3.0
1:14:49
ZenPilot
Рет қаралды 1,8 М.
ClickUp Tutorial for Beginners
52:14
ZenPilot
Рет қаралды 18 М.
We Got Expelled From Scholl After This...
00:10
Jojo Sim
Рет қаралды 40 МЛН
Countries Treat the Heart of Palestine #countryballs
00:13
CountryZ
Рет қаралды 27 МЛН
Each found a feeling.#Short #Officer Rabbit #angel
00:17
兔子警官
Рет қаралды 8 МЛН
Would you like a delicious big mooncake? #shorts#Mooncake #China #Chinesefood
00:30
How to organize your personal life in 1 ClickUp (with a SIMPLE ClickUp Hierarchy)
12:50
How to Use ClickUp for Project Management in 2024
43:19
ZenPilot
Рет қаралды 17 М.
✅ 🍕 ClickUp Task Types  The Secret Sauce to Your Productivity Pizza!
9:57
Andrew Moon - Orange Nomad 🍊
Рет қаралды 987
Asana Recurring Tasks vs. Templates
11:54
MinorCo
Рет қаралды 7 М.
ClickUp Relationships Tutorial (How & Why to Use This Feature)
9:31
Layla at ProcessDriven
Рет қаралды 21 М.
How to Use ClickUp Templates to 10x Productivity
33:32
ZenPilot
Рет қаралды 4,4 М.
How NOT to Set Up ClickUp (4 ClickUp Hierarchy Mistakes)
9:36
Layla at ProcessDriven
Рет қаралды 111 М.
Trello Automation: 9 Workflows You Can Use Right Now
21:47
ActiveGrowth
Рет қаралды 104 М.
No One Properly Explains This Part of ClickUp 😵
7:18
I'm Robyn Henke 👋
Рет қаралды 3,2 М.
🔥Идеальный чехол для iPhone! 📱 #apple #iphone
0:36
ВСЕ МОИ ТЕЛЕФОНЫ
14:31
DimaViper Live
Рет қаралды 73 М.
Неразрушаемый смартфон
1:00
Status
Рет қаралды 979 М.
Apple watch hidden camera
0:34
_vector_
Рет қаралды 62 МЛН
WWDC 2024 Recap: Is Apple Intelligence Legit?
18:23
Marques Brownlee
Рет қаралды 6 МЛН