With every new year comes a new set of goals, aspirations, visions…and everything in between. And while we’re all for that kind of ambition, sometimes it’s better to take a step back, slow down, and get back to basics.
First up for us: A re-introduction to ClickUp!
Whether you’ve used ClickUp in the past or you are brand new to ClickUp, we are sharing all the amazing ways you can use this project management tool to organize and change your business for the better in 2023.
Let’s ease in together, shall we? Dive into the full tutorial below, or keep reading if you don’t have time to watch now!
One of the primary functions of ClickUp is to manage all of your business tasks (and personal ones, too!). Within each of your dashboards, you can easily create and populate task lists and assign statuses to each, like ‘To-Do,’ ‘In Progress,’ and ‘Complete.’ To further organize your tasks, you can add additional details, like:
To get a holistic view of all of your tasks, use Calendar View so you can see what’s coming up in the days and weeks ahead!
In addition to task management, ClickUp is also the perfect system for project management. The easiest way to use this feature is to group every project by phases, then populate tasks and statuses within each of those.
But if you’re not even sure what those phases and tasks look like, we highly suggest doing workflow mapping first. This is the process of going through every type of project or process you do for your business and mapping out every single step and task from start to finish. Workflows can also help:
Once you map out your workflows (with the help of our Workflow Mapping Template), you can confidently manage all of your projects inside ClickUp!
Don’t forget to utilize the Calendar and Gantt Views to see everything from a 1,000-foot view. Need to study up on ClickUp Views? We have a detailed breakdown here.
If one of your goals for 2023 is to track your sales, you can do it right inside ClickUp! In fact, you can build an entire sales tracker and use Zapier integrations to pull data from several different payment processors. Once you’re collecting all the necessary data, you can transform your numbers into dashboards to better track:
Pro tip: We have a Sales Tracker Template that makes setting everything up a breeze. It even includes pre-built dashboards and Zapier integrations, so you can start tracking data like a pro in no time.
One of the most common things we hear from business owners is how hard it is to stay consistent with ClickUp after it's set up. We’ve been there, too!
Inside ClickUp, we have two recurring tasks every day: AM check-in and PM check-in. We typically set aside an hour for each, and use this time to “check in” across everything we use for our business, like:
Now, we don’t use this time to dive into extra work – we simply create new tasks where necessary based off of those check-ins. This way, we start and end each day knowing exactly what to expect and feeling confident that we didn’t forget anything along the way!
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To make the most of ClickUp, here’s a look at some of our all-time favorite tips for you to carry through 2023 (and beyond)!
When you create ClickUp tasks, they will be populated with standard fields like Assignee, Due Date, and Status. With custom fields, you can create extra data points you want to track for each task.
For example, we use ClickUp to manage our YouTube Workflows, but we need to track each of our tasks with more specific details. Using custom fields, we add details like:
ClickUp requires a lot of toggling back and forth – typically to the same items every day. That’s where the Favorites Bar comes in! With it, you can pin anything within ClickUp, including:
To populate your Favorites Bar, simply click on the three dots next to any item, then select ‘Add to Favorites.’ And if you want to access your favorites instantaneously, simply pin them to the top of your left-hand menu!
Another way to organize tasks within ClickUp is with something called a Task Tray. Think of it like different windows and tabs within your web browser: When you minimize a task in ClickUp, it will go to your Task Tray until you’re ready to hop back in! This is especially helpful if you’re a multitasker.
Want to do something within ClickUp without, well, clicking around? Meet your new best friend, the forward slash /. Whenever you click into a task, description, doc, or note, you can simply type / and a list of suggestions will pop up to help you organize your text, like:
Want to find something within ClickUp without, well, searching around? Meet your second new best friend: Command ⌘ + K! By selecting the Command ⌘ button and the letter K, a search bar will appear, allowing you to search anything within ClickUp, like tasks, dashboards, and more!
If you’re a PC user, use Ctrl + K to make the magical search bar appear!
If you’re not sure which ClickUp plan is right for you, here’s a quick guide:
Psst! Use promo code DASILVALIFE to score extra savings!*
*Affiliate link.
If you’re ready to master all of these ClickUp tips in 2023, our Systems School ClickUp Course will get you there!
When you join our ClickUp Course, you’ll get instant access to dozens of modules and accompanying video lessons that show you all the ins and outs of ClickUp.
Our Systems School ClickUp Course also includes:
Are you ready to make 2023 the best year yet for your biz?
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