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Jessica Stansberry

Jessica Stansberry

Tools, Tips, and Tricks to build a life you love

How to Use ClickUp

November 5, 2021 by Laura Calhoun

To run your business like a well-oiled machine, you need great project management tools. And ClickUp is my FAVORITE project management tool, like ever! Here’s everything you need to know about how to use ClickUp to manage your business like a pro.

How to Use ClickUp

How to use ClickUp


The Basics

How to Use ClickUp

ClickUp is my favorite project management system ever because it’s SO CUSTOMIZABLE. You can organize it however you want to – no, really.

Clickup is divided into overarching topics called “spaces.” Within each space, you have folders, within each folder you have lists, and each list contains different tasks.

In every list, you’ll add what Clickup calls “statuses” to categorize all of your tasks. If you're looking at your list in board view, it’s organized in order of the process – as your tasks move to the right, they’re closer to being finished (yay!).

You can organize every single space differently to match whatever works best for your brain. Let’s say you’re a service provider with different clients. You could have a space for each client with totally different views, statuses, lists, and tasks.

Organization

ClickUp is so powerful because it’s super customizable. You can get as granular or as “big picture” as you’d like without getting lost along the way. I have different spaces for content creation, my programs, SOPs (standard operating procedures), and more. Then, I have folders of lists in each of those spaces dedicated to different program components or content planning. 

Each space can be totally customized, so you can cater to the needs of each different project or client.

Views

How to use ClickUp

ClickUp has a TON of different view options so that it can work best with your brain. From Trello-style boards and Asana-style lists to mind maps or Gantt charts, ClickUp can pretty much do it all.

My favorite view is usually the calendar view. I use the calendar view to plan out my content ideas, schedule launches, and organize sponsorships.

I also LOVE the “Everything” view. You can see EVERY SINGLE THING happening in ClickUp all at once. You can narrow the view to be things assigned only to you. Assigning due dates to tasks helps keep my team and I on track. Checking a calendar view of all of the to-do’s I have coming up helps keep me organized!


Creating Tasks

You organize specific to-do items in ClickUp using “tasks.” Tasks are SUPER customizable, and they are a really powerful part of learning how to use ClickUp.

Each task can be put in a separate status to help you keep track of its progress. You can track time on individual tasks, assign them to team members, set due dates, etc.

You can also build out “subtasks” within each task! Maybe the larger task is finalizing a sales page. You could create subtasks for creating graphics, writing copy, proofreading, or whatever else needs to happen! Then, you can assign those tasks to different team members. It’s a great way to organize the steps in a larger project.

You can also store a LOT of information within a task. No more asking yourself where you wrote down that idea… you can store them all in ClickUp tasks and never lose them again.



Automations

The MOST POWERFUL aspect of ClickUp in my opinion is using their automations. I’m a big believer that you should spend your time doing only the things you HAVE to do in your biz, and automations are an easy way to start.

I have an automation set up to tag my assistant every time I finish a podcast episode. Once I move that episode to “ready for editing,” it removes me from the task, assigns it to her, and tags her in a comment to let her know it’s ready. The possibilities with automations are endless and I LOVE them.

Forms

ClickUp forms are like Google Forms on steroids – and they’re integrated straight into ClickUp! You can use forms to collect information from clients, get feedback on a course, grab details for services you offer, or something else!

Forms combined with automations make them a no-brainer. Instead of having to go back and check each day, you can set up an automation for ClickUp to tag you anytime someone completes the form. You can also tell it exactly where you want it to dump that information so it’s easiest for you to use.

And there’s a basic overview of how to use ClickUp! If you want a more in-depth tutorial, I have a course about that!

And if you want to give ClickUp a try, you can start out for free right here!

Filed Under: business

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SO YOU WANNA ADD "SPEAKER" TO THE RESUME!? ⬆️ SO YOU WANNA ADD "SPEAKER" TO THE RESUME!? ⬆️ This post has a metric 💩 ton of actual real-life advice in it. SWIPE TO READ...
Oh and I'm sharing some fun behind-the-scenes peeks on YouTube [link in bio].
#speaker #youtuber #femaleentrepreneur #socialmediatips #smallbusinessowner
3️⃣ THINGS EVERY SINGLE BIZ needs in place. 👉🏻 Swipe to read.
Do you have all three? What are you missing?!?
Oh and make sure you’re on the email list (link in bio) because I’m about to drop some 🔥over there.
#supportsmallbusiness #entrepreneurlife #girlboss
✨SMMW photo dump! I literally couldn’t post a ✨SMMW photo dump!
I literally couldn’t post all of the photos I wanted to 😭
Y’all, I can’t tell you how much it refilled my cup to HUG people, see people without masks, and travel - it felt, dare I say it…normal!
Are you planning to head to any conferences in 2022?!? 
#smmw22 #socialmediamarketing #entrepreneurlife #contentmarketing
If you’re stuck moving forward because you can’t make a decision or you think something isn’t good enough…
⏰ Set a timer or a deadline and go with your best option at the time.
➡️ Ask yourself - does it work? Does the process or system WORK? Cool, it’s done for now then.
💣 get an accountability partner or coach who will help you move forward quickly.
❤️ Remember - NOTHING is perfect and if you wait until things are perfect, they’ll never get done.
#businessowner #entrepreneur #internationalwomensday
Um so, hi. I have neglected my feed a bit lately ( Um so, hi. I have neglected my feed a bit lately (I so miss the days when Instagram was a photo sharing app but whatever I guess 😂).
I am planning a Q&A video for next week on the ‘tube and I want to answer YOUR questions- personal, business, YouTube, productivity, whatevs! Drop them below 👇🏻
Oh and if you’re new here - sup, here’s some random facts about me…
1️⃣ I once had a cow give birth ON my car
2️⃣ I watch Gilmore Girls constantly, it’s always on my tv.
3️⃣ My favorite color is mint green (or is it blue?!)
4️⃣ I had a purple car in high school and I blew up the engine in it TWICE within 3 years 😂
5️⃣ I haven’t drunk soft drinks since high school (with the exception of a stint over 12 years ago when I was in my first corporate job when I’d have a Dr Pepper every once in a while).
6️⃣ I hate coffee and massages 😂
Alright, drop your Qs below! 👇🏻
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