ClickUp Intro

Using ClickUp

Learn how to utilize ClickUp to organize your tasks, communicate with your team and stay up to date

What is ClickUp?

ClickUp is a task management platform that Hilco utilizes for all things Hilco. Project tasks, business operations tasks, reminders, company events, etc. are all recorded in ClickUp so that everyone knows what's going on when. This is a great space to ask your team questions, provide information and record your progress on various projects. Because ClickUp is so integral to the organization of Hilco, it's important to become familiar with the program and be logging in everyday. In this course, we'll review everything you need to know to become an organized pro

Next

Your ClickUp Homepage

Your homepage is the hub where you'll find a snapshot of everything going on in ClickUp. Click around the page to become familiar with the different components of your homepage.

Next

When you're finished exploring, let's dive into the sidebar navigations! Click Next to continue

The sidebar is the most important feature for navigating ClickUp. Click through each tab to learn more about it.

The Docs tab allows us to create documents, which can be useful for supplying additional information in tasks or recording supplementary information for spaces. to see how to navigate Docs select + Add New

Next

Now let's dive further into the heirarchy of ClickUp.

As mentioned, Spaces is where all of the tasks and information that Hilco has put into ClickUp lives. Spaces are the top tier of the Hilco heirarchy. Think of them like filing cabinets. Each Space is broken down into folders. To see this in action, let's select the Active Projects space.

In the Active Projects Space we have all of folders for all of our current projects. These are designated by the job number followed by the name we've given the project. If you select the entire space by clicking on Active Projects, you'll see all of the tasks from every project in the center list grouped by the folder or list the tasks are assigned to. Let's narrow it down by selecting a specific folder.

In the Showroom project, there is only one list, but the folder may hold multiple lists, documents or forms. By clicking on the folder itself, we can view every item in the folder, or we can select specific lists to narrow in our view. Since the Showroom project only has one list, we can view everything in the center screen. Each of the items shown in the list is a task. At the top of the screen, we can see a variety of different views in which to view these tasks. Select the Views panel to see how these format our tasks.

Next

We've seen Spaces and Folders, now let's move on to the next level down in the heirarchy - Lists. Lists are where all of the tasks are contained and ClickUp allows a lot of customization on how to display lists. To best understand how they work, click to walk through setting up your own list. Next to Test Space, select the + icon

This brings up a list of options. We can create a list, doc, form, whiteboard or folder to add to the space. We can also use templates. For now, let's select List

By default, ClickUp sets up all lists with two statuses: To Do and Complete. If we want to break up our tasks into more granular statuses, we can click the three dots next to the Test List to adjust the settings.

Now we can select Custom statuses to create our own customized statuses to group our tasks. This allows us to add our own statuses or utilizes some of the templates from ClickUp

Next

The next rung down the heirarchy is a task. To start, let's create a task. There are two ways we can create a task. We can go to the list we want to add a task to or we can click the + Task button at the bottom right of the screen. Every task should have the following: - descriptive name - an assigned list - a brief description about what the task requires - an assignee - a due date - a label If the task is simply a reminder for you, you do not need to add a label. there are a number of other attributes you can add to tasks if you want to customize further, but these are the only ones required. Click Next to exlore creating a task.

Next

This is the anatomy of a task. Click around to review the most important components. There are many other elements to a task, but these are the ones that will be most relevant to your daily usage. After you've had an opportunity to review, click Next to watch task creation in real time.

Next

Now that you have tasks created, how do you mark them down or change the status? Simply navigate to the task in the list, select the status indicator next to the task name and you'll receive a list of all of the statuses that apply to the list the task resides in. You can change the status to in progress, mark the task stalled or select complete to close the task. Make sure that you leave comments on tasks as you go so that everyone knows why a task is in a particular status. Select Complete to move on.

You did it!

ClickUp is a powerful tool that helps keep our team in the loop. There are many features not covered in this tutorial and we encourage you to explore them on your own. Feel free to create a private test space to learn about everything that ClickUp has to offer. If you're ever unsure how to use ClickUp, feel free to reach out to your manager or any member of the management team.

From the sidebar settings you can adjust how the sidebar displays. You can have it show all archived tasks, automatically expand or collapse all of the folder, adjust the layout and size of the sidebare, or switch to dark mode. This is all up to your preferences.

The Page Details button allows you to add formatting to yur document as well as adjust the settings. From here you can also protect portions or all of your document from changes to ensure that information is not altered by other users.

Under Relationships & References, you can view all the tasks and documents that are linked to your current document, as well as view any external links within it.

These buttons allow you to add a document to your favorites tab, add comments to a document in which you can tag team members or collapse the document into your tray for easy retreival. You can find your tray down at the bottom of the screen. This is where minimized documents and tasks will live until you return to them.

The search bar is a powerful tool for navigating ClickUp and finding tasks, folders, documents or running commands. You can refine your search by clicking Tasks, Docs, Whiteboards, etc or use the filter options to the right. By entering / you can pull up the command list. This gives you options like seeing your recent activity, pulling up your favorited tasks or entering the Time Tracking menu.

The Goals tab is where you can see goals that Hilco has set for the company or create goals of your own. These Goal trackers are connected to set tasks in ClickUp. As we complete tasks, our progress increases.

Pulse shows you who's online and what they're working on as well as when people have been most active for the day.

The notifications tab shows you all the notifications that ClickUp has pushed to you. This will include overdue tasks, tagged comments, upcoming deadlines, etc.

From the pop-up we're going to select List Settings and then select List Statuses.

The Spaces tab is where all of Hilco's tasks live. We'll dive into Spaces later on in the course.

The Favorite bar is where you can collect all the spaces, folders, lists, documents, etc that are important to you. To add something to your favorites tab, simply click the three dots next to the item and select Add to favorites

Here you can add more pages to your document which you can navigate in the side bar. You can drag and drop pages to rearrange the order, apply templates by clicking the three dots or select the + icon to add subpages.

Some views are better suited for different kinds of projects, task or information. If you don't see the view you'd like on the list you are viewing, you can always select Add View to create the view and share it with others.

Need more space to review your tasks? Use this button to collapse the sidebare and make some room!

To change the privacy settings of your document you can select Prive Doc at the top of the screen. From the pop up window you can share the link with everyone or even just certain people. You can also share it with people who have access to a specific task or location.

From the Link to task or doc, you can select specific tasks or other documents to attach your current document to. This can be helpful if you've taken meetings notes, recorded information or need to provide additional context to a task.

Dashboards are places where you can organize and present information in an interface to help organize all of your tasks. The company has shared Dashboards that collect tasks from everyone in various categories, but you can also create your own dashboards that are private to you. Widgets all you to filter your tasks in various different forms like lists, charts and progress bars to keep tabs on where you're at with projects. Click below to see how to create a Dashboard for all of your projects!

Play