ClickUp

Your Beginner's Guide to ClickUp

September 15, 2023

Here at DaSilva Life, we're big fans of getting your business organized with one of our favorite tools: ClickUp. It’s our ultimate go-to project management (PM) tool for clients, and we even use it for our business! But more often than not, we’re met with questions like, “Why should I try ClickUp?” and “How is ClickUp different than Asana or Monday?”

Well, to that we say we’ve tried countless other project management tools, and ClickUp* has the most features and benefits of them all. We also think it’s the best platform to help business owners streamline the most disorganized aspects of their business, giving them back time, money, and sanity.

Of course, everyone has different preferences, so taking on a new tool can take a bit of trial and error. But with a little bit of time, patience, and our very own beginner’s guide (video below!), you can learn all the ins and outs of this amazing tool and transform your business in ways you never thought possible!

Here’s a quick overview of what to expect from our Beginner’s Guide to ClickUp, then watch or save our video tutorial to get started!

Channel your inner patience

First thing’s first, we want to say that feeling in over your head is completely normal. Learning new tools can be a bit overwhelming at first, so it usually takes a little bit of time to get the hang of everything. Plus, we’ll be the first to admit that ClickUp comes with a bit of a learning curve, but we’ll show you first-hand some of our favorite tips that have saved us so much time and energy! Basically, it’s everything we wish we knew when we first started using this tool.

Automations

Automations will quickly become your new best friend. Use them to kick off new projects, assign tasks to team members, keep track of deadlines and deliverables, and so much more! In our tutorial, we’ll give you an inside look into how we use automations to streamline and organize everything!

Templates

Templates will also be your secret weapon to learn ClickUp more quickly (and with more ease!). Even better, we’ve created our very own ClickUp templates to help along the way. (Psst! Those who are a part of our Systems School Membership get access to these templates every month!)

We’ll show you a few of our favorites and details of the membership in our video!

The Basic ClickUp Hierarchy

Knowing the basic ClickUp hierarchy and how to set up ClickUp properly is the key to setting your foundation. For a brief overview the order of size goes:

  • Workspace
  • Space
  • Folder
  • List
  • Task
  • Subtask
  • Checklist

All of these aspects are amazing when it comes to managing your business with ClickUp.

Other features

Also in our Beginner’s Guide to ClickUp, we’ll show you some of our favorite features of ClickUp — features that have made things so much easier for us and our clients, including:

  • Task Tray
  • Favorites Bar
  • Task Views
  • Google Chrome extension
  • And so much more!

Watch our video tutorial and subscribe to learn more!

Ready to start your journey with ClickUp? Watch our Beginner’s Guide  and be sure to like and subscribe to our channel so you don’t miss out on more of our upcoming tutorials!

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