🚀 Let Us Streamline Your Operations in ClickUp: https://www.zenpilot.com/working-with-zenpilot?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-how-to-use-clickup
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Are you looking to find the best project management system for your business? Maybe you're coming from Monday.com, Asana, Jira, Trello, or another system, and you're evaluating whether or not ClickUp is right for you.
In this video I'll be showing you how you can best use ClickUp for project management in 2024:
0:00 - Introduction
0:29 - Creating a ClickUp Workspace
2:51 - Adjusting Personal Settings
3:26 - Inviting Your Team to ClickUp
4:07 - ClickApps
5:45 - Notification Settings
7:00 - The ClickUp Hierarchy
13:13 - ClickUp Views
17:15 - ClickUp Docs
18:40 - ClickUp View Examples
21:07 - ClickUp Custom Fields
31:05 - Adding Tasks and Leveraging Templates
37:20 - ClickUp Dashboards
40:09 - ClickUp Automations
42:27 - Conclusion
📖 Read the Full Guide - https://www.zenpilot.com/blog/how-to-use-clickup?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-how-to-use-clickup
📖 How to Choose the Right ClickUp Pricing Plan - https://www.zenpilot.com/blog/how-to-choose-the-right-clickup-pricing-plan-for-your-agency?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-how-to-use-clickup
🎥 How to Use ClickUp Views - https://youtu.be/kqVrNKDn_5I
🎥 How to Use ClickUp Docs - https://youtu.be/45KMugG3W94?si=yDdxzcD-Es7X3HPI
🎥 How to Create an Internal Wiki in ClickUp - https://youtu.be/7ovHMxBoeK4?si=WA_7ARRgX1BZZySt
🎥 How to Use ClickUp Templates - https://youtu.be/hlGCvBbbYIQ?si=5cqlLrZQWzW1H02r
🎥 ClickUp Dashboard Examples - https://youtu.be/FNMxiGCRR8I?si=It15g4eDRfCMzarM
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📚FREE AGENCY RESOURCES 📚
👥 Join the FREE ClickUp Community: https://www.linkedin.com/groups/12842198/
⚡️ Want to see how your operations stack up against 2,000 other firms? take the 20-question benchmark: https://tools.zenpilot.com/pm-benchmark/?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-how-to-use-clickup
📕 Download the 47-page guide on how to implement ClickUp for agencies: https://www.zenpilot.com/how-to-implement-clickup-for-agencies?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-how-to-use-clickup
📨 Get biweekly agency ops insights from our newsletter: https://www.zenpilot.com/first-class-operations-newsletter?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-how-to-use-clickup
🎁 FREE client onboarding ClickUp template: https://www.zenpilot.com/client-onboarding-clickup-template?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-how-to-use-clickup
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⚠ Disclaimer: The videos on our YouTube 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