Starting with ClickUp, whether you’re part of a team or working solo, can be a bit overwhelming. ClickUp is a powerful tool with lots of options for customisation, so where you start depends on what you want to achieve. And Kodah knows all the ins and outs to help you make the most of the software.
Even if you’ve been using ClickUp for a while, there are always new features and updates to learn about, as well as different ways to use the tools and workflows you already know.
So, no matter your skill level, keep reading for some secrets, tricks, and tools that the ClickUp team uses to manage their schedules, work together, and everything in between!
Before we jump in, remember that the examples and use cases mentioned here are just examples. Each ClickUp feature has many different applications. Think of ClickUp features like a Swiss Army Knife: one tool with many uses.
Use the Hierarchy to Stay Organised
Understanding ClickUp’s hierarchy is crucial. Whether you’re joining a team or working solo, knowing how to set up your hierarchy is essential.
At the top of the hierarchy are Workspaces. Every account starts with a Workspace. You can create multiple Workspaces, but work can’t be transferred between them.
Below Workspaces are Spaces. These are used to organise different areas of work. Each department or project can have its own Space.
Within Spaces, you have Folders, which help organise projects. Folders are optional but useful for keeping things tidy.
Next are Lists, which hold related tasks. Lists are versatile and can be placed directly in a Space or within a Folder.
Finally, there are Tasks, the smallest unit in ClickUp. Tasks are where the work gets done. They can be customised in many ways, from assigning people to setting due dates and adding attachments.
Stay on Track with Home and Task Trays
Home is your command centre in ClickUp. It shows all tasks assigned to you, comments directed at you, and reminders you’ve set.
Task Trays allow you to keep important tasks visible wherever you are in ClickUp. You can easily access them with a click.
Use reminders to jot down quick thoughts or tasks without getting distracted from your current work.
Create Docs for Everything
ClickUp Docs are versatile and can be used for various purposes, from note-taking to project overviews.
You can mention users, tasks, or other Docs within a Doc, making collaboration easy.
Attach Docs to tasks or add them as Views to Lists or Folders for easy reference.
Save Time with Hotkeys and /Slash Commands
Enabling hotkeys can save you time by reducing the need for mouse clicks.
/Slash Commands offer quick shortcuts for various actions. They’re accessible in tasks, Docs, Chats, and several other places in ClickUp.
Get Help When You Need It
ClickUp has comprehensive help docs and a 24/7 customer service team ready to assist you.
With these tips and tricks, you’re ready to make the most of ClickUp. Explore the platform, customise it to suit your needs, and don’t hesitate to reach out if you need help or have feedback. ClickUp is continuously improving, and your input matters!
ClickUp’s seamless integrations with other tools are a key reason why Kodah finds it indispensable.
Ready to take your ClickUp journey to the next level? Look no further. Kodah offers the expertise you need to get started and make the most out of this powerful productivity tool. Contact us today to learn more and embark on a seamless ClickUp experience!