ClickUp Tour, Pros and Cons, & How to Set It Up (Full ClickUp Review and Tutorial)

ClickUp Tour, Pros and Cons, & How to Set It Up (Full ClickUp Review and Tutorial)

Tara Wagner Coaching

4 года назад

146,810 Просмотров

In this video, I’m going through a complete ClickUp review, sharing the pros and cons, how you can use ClickUp to manage your small business, and giving you a tour of the program, as well as a ClickUp tutorial. You’ll learn how to set up ClickUp, and how to use ClickUp as your CRM or project management tool.

TRY CLICKUP FREE:
https://xotara.us/clickup

FREE CLASS: How to Use a Holistic Approach to Create a Profitable Biz Without Burning Yourself Out
https://xotara.us/training

Be sure to subscribe for next week’s video on how I use ClickUp as an online entrepreneur!

TIMESTAMPS:

00:00 What You'll Learn Here
00:25 ClickUp Pricing/ClickUp Free account value
01:07 Understanding the ClickUp Hierarchy
02:12 ClickUp Tour
08:02 ClickUp Notifications Must Do's
08:42 ClickUp Inbox


// MORE INSPIRATION

5 CLICKUP TIPS FOR PRODUCTIVITY:
https://youtu.be/rfqYFnQOBb8

CLICKUP 2021 REVIEW
https://youtu.be/z8jB3tJKDg4

HOW TO CREATE AN EDITORIAL CALENDAR USING CLICKUP:
https://www.youtube.com/watch?v=lFIqXKDW64g

PLANNING CONTENT IN CLICKUP + FREE PLANNER:
https://youtu.be/VNWTHsevUUg

HOW TO MAKE MORE TIME FOR YOUR GOALS:
https://www.youtube.com/watch?v=mFOarudOM4A

HOW I ONLY WORK 20 HRS A WEEK:
https://www.youtube.com/watch?v=WsSyvS9AsCY

5 WAYS TO WORK SMARTER NOT HARDER:
https://www.youtube.com/watch?v=g4vCgrChcnA

CALENDAR BLOCKING NOT WORKING? DO THIS:
https://www.youtube.com/watch?v=_-NlYiQHDcs

HOW TO PRIORITIZE WHEN IT’S ALL IMPORTANT:
https://www.youtube.com/watch?v=m2FV6JDcImc

4 BEST BOOKS TO SAVE TIME:
https://www.youtube.com/watch?v=yNaO1U5wkSs

#1 STRATEGY TO GET MORE DONE:
https://www.youtube.com/watch?v=ZG-rhEEMzuI

// GOODIES FOR ENTREPRENEURS

➤ FREE CLASS FOR ENTREPRENEURS: https://xotara.us/training 
➤ FREE MINDSET TRAINING: https://xotara.us/b2b
➤ SELF-CARE IN SECONDS: https://xotara.us/scis
➤ FREE AROMATHERAPY GUIDE: https://xotara.us/ssa
➤ JOIN MY FB GROUP: http://www.facebook.com/groups/xotarawagner
➤ READ THE BLOG INSTEAD: https://xotara.us/clickup-review
➤ TWEET THIS VID: A Clickup Tour, Pros and Cons, & How to Set It Up (ClickUp Review)
➤ SHARE THIS VIDEO: https://youtu.be/SYktbpKcVp0
➤ HELP OTHERS SUBSCRIBE WITH THIS LINK: https://xotara.us/yt


// ABOUT ME

I’m Tara Wagner, Belief Breakthrough coach with almost a decade of experience helping women overcome their limiting beliefs. I teach female entrepreneurs struggling with the work/life juggling act how to overcome Imposter Syndrome and overwhelm, so they can actually execute on all those ideas and plans they keep coming up with, and finally scale their businesses WITHOUT scaling their stress. #crushyourgoalsnotyoursoul

Each week I post new videos to help you uplevel your mindset and habits (including things around productivity, self-care, and more), and encourage you to be the badass CEO of your business (not the exhausted errand girl). To learn more, check out my links below or send me any questions you have.


// LET’S CONNECT

➤ COACH WITH ME: https://xotara.us/coaching
➤ JOIN MY FB GROUP: http://www.facebook.com/groups/xotarawagner
➤ INSTAGRAM: http://www.instagram.com/tarawagner
➤ PINTEREST: http://www.pinterest.com/tarawagner
➤ MY DOTERRA WEBSITE: http://mydoterra.com/tarawagner
➤ WHY DOTERRA: https://xotara.us/why-doterra


// MY VIDEO SETUP + EQUIPMENT

https://xotara.us/video-setup

// DISCLAIMER

The information contained on this channel and the resources available for download through my website are for educational and informational purposes only. No health advice has been evaluated or approved by any governing body, and all advice should be undertaken at your own discretion, because you’re a smart cookie. Affiliate links may be included and are noted as such. By watching or subscribing to this channel you agree to use the common sense discretion outlined in painful detail on my full disclaimer, found here: xotara.us/disclaimer

Тэги:

#mindset #coaching #Tara_Wagner #business_coaching #Clickup_review #clickup_tutorial #how_to_use_clickup #clickup_crm #clickup_project_management #clickup_heirarchy #clickup_overview #get_started_with_clickup #how_to_set_up_clickup #clickup_pros_and_cons #business_coaching_for_women #small_business_advice #online_entrepreneurs #mindset_coaching #productivity_coaching #clickup_pricing #clickup_free_account
Ссылки и html тэги не поддерживаются


Комментарии:

Alan H. Siegel
Alan H. Siegel - 18.04.2023 06:22

2?'s on Clickup, can tasks be set up to be repeatable by daily, weekly,monthly, quarterly, annually etc? We want to use Project Mangement/Task management software to organize our marketing department for several repeatable tasks, meetings etc, Also what CRM do you recommend that bests integrates with ClickUp so the projects and tasks possibly sync with contacts in a CRM for things like meetings, emails, text marketing messaging etc.

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Ken Ballard
Ken Ballard - 04.04.2023 20:05

Love this!!! So clear and easy to follow!

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Ashley Mechaella
Ashley Mechaella - 18.02.2023 08:45

Is this software good for team management for a cleaning company?

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Αλέξανδρος Θεολόγου
Αλέξανδρος Θεολόγου - 27.01.2023 19:26

Awesome review video! Thank you

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Daniela Salazar
Daniela Salazar - 15.12.2022 01:53

Can I integrate leads from my website and through social media (Facebook forms) to this CRM on the free plan?

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Angie Payne
Angie Payne - 14.07.2022 21:51

This is, by far, the most helpful tutorial I’ve watched on Click Up so far! Thank you for clearly explaining the hierarchy. I wasn’t able to understand it with other tutorials but you remedied that. I’m subscribed to your channel! Thank you!

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theoriginalalnoor
theoriginalalnoor - 08.07.2022 06:08

Hi Tara. I've had a ClickUp subscription for over a year now and started using it for a lot of things. But it seems so overwhelming and not concrete for someone with ADHD. Can I pay you an hourly rate to jump on a zoom call and walk me through setting it up? I love the platform.

what I need for productivity essentially is a place I can create blocks of time for a task and relate/connect that block to a broader task. For example, let's say 2:00pm to 3:00pm is to find flights. Well, finding flights for what exactly.. so connect it to a bigger project that says Trip to California. And then within that task, I need to be able to add notes or "findings". So in my previous example, let's say I found 3 different timed flights. I need to discuss those with the other people, so I need to add them into a note for referencing later. And then to build up on that note and task. This I think will help me organize my tasks. And then a hierarchical documents section for my notes of life.

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Platinum phones & computers
Platinum phones & computers - 19.11.2021 10:17

she is so beautiful

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Werk Werks
Werk Werks - 17.11.2021 01:56

Love this video production! What software did you use to record & edit?

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red ngtm
red ngtm - 12.11.2021 02:03

watched this for pros and cons.. shenever really addressed pros and cons except the learning curve

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ichra7com darija
ichra7com darija - 18.10.2021 01:26

If i dont want team to talk to each other
I assign tasks to coompeting workers
How do i do that?

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Mae Cervantes
Mae Cervantes - 29.09.2021 11:31

Thank you for this awesome tutorial. Just subscribed. New fan here!

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ujjwal chetan
ujjwal chetan - 26.07.2021 20:36

One of the best videos on ClickUp with a very systematic and thorough explanation for an absolute beginner. Dear ma'am! I can say for sure that the way you explain the things implies you are mentally very organized. Keep it up and keep inspiring us. Good luck. 🙏❤👍

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DT
DT - 24.05.2021 19:08

Thanks a lot!

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crazymonkey
crazymonkey - 19.05.2021 21:30

Wtf

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3in1
3in1 - 10.05.2021 05:22

would you recommend as product/customers/costs and prices database? can you link one table to another, use lookups, different views, etc.? have been considering airtable, but came across clickup now. any advise is welcome

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G ent
G ent - 04.05.2021 15:28

Thank you! Great video, and you break it down so well.

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Bianca Blüchel
Bianca Blüchel - 01.05.2021 22:55

Tara, you are the best! Greetings from Germany!

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Private Alpha
Private Alpha - 28.04.2021 06:20

This is by far the best and better version of a tutorial that I have ever come across for clickup demos

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Karen Kendall
Karen Kendall - 16.04.2021 00:30

Excellent presentation! Thank you! What software do you use for creating your videos?

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Mian Hashim
Mian Hashim - 07.04.2021 21:46

Thanks this video was really helpful. Ok we can ignore the airplane, but not that how good you are at what you do😁

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John Hayes
John Hayes - 21.03.2021 17:52

Thanks Tara. Great content and clearly explained. You have a new subscriber!!

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brandon boyd
brandon boyd - 03.03.2021 00:14

Hello Tara! Great review!!! Very helpful.

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Daniel DPA
Daniel DPA - 27.02.2021 22:26

Really a great software - was stuck on excel and now I feel like Star Trek 😆😆😆

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darren stewart
darren stewart - 27.02.2021 10:49

Great video thx

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Ian T
Ian T - 25.02.2021 17:20

2 things.
1. Click up is Ssssslow....REALLY slow.
2. The developers don't understand there's an inverse relationship between usability and features.

The developers need to stop adding features and Optimise.

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Kochschwabe
Kochschwabe - 22.02.2021 13:28

awesome tool. I think about to switch from MeisterTask to Clickup

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Josh Greenbaum
Josh Greenbaum - 20.02.2021 03:11

This was extraordinarily helpful, thank you!

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Ranjit M
Ranjit M - 11.02.2021 08:08

Do you recommend ClickUp. If not what other tool do you recommend for notes and task management :) ??

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oldtimefreedom
oldtimefreedom - 02.02.2021 19:49

You had a C-5 fly by...

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Neil GJ
Neil GJ - 01.02.2021 21:29

Hi Tara, I am still doing my research and trying to decide which project management tool to implement. I have a Confectionery business and I have 5 management team members. I am looking for something simple so they will buy in. we would use it for planning new projects from Getting samples, doing trials to packaging and introduction to the market. I would also like to integrate Outlook calendar. I also need to be able to create a dashboard so we can all see who is doing what. And when I am traveling I can still collaborate with them. I don't mind paying when I know I am actually using the tool and it is benefiting my team. Do you think I can use the free version to get started and at what stage do you think I would need to start paying because of the free version limitations if not from the very beginning? Thank you

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Ahmed AlHarban
Ahmed AlHarban - 01.02.2021 20:38

Very helpful! Thank you.

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Dark Brown Iris
Dark Brown Iris - 30.01.2021 04:53

The time spent doing all these is enough to complete a task already

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HAHA Very Funny Fasha
HAHA Very Funny Fasha - 25.01.2021 06:40

Am I high?

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Myrna Moretti
Myrna Moretti - 25.01.2021 03:39

I'm a PhD candidate, even though my needs are more project than team oriented, this was really helpful!

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Sawsan
Sawsan - 24.01.2021 00:39

All the respect

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Andromeda InBinoculars
Andromeda InBinoculars - 21.01.2021 12:05

Hi there.
In the CRM for managing the leads, what to do when I have 2-3 contacts for 1 lead?
How to add or connect these 2-3 contacts under 1 lead in click-up and not to have duplicates, or triplets? is this possible done in click-up??

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MDV
MDV - 19.01.2021 14:57

In one LIST, how we can copy the same fields in the different views? when you move from a view list to another view in the same folder, you have to create again all the fields in collumns, thanks

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Hee Man
Hee Man - 15.01.2021 15:29

This is the best in the world but can not sign in

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Salve Regina Insigne
Salve Regina Insigne - 12.01.2021 13:37

My favorite app right now is Connecteam and I can say that I preferred using it to any other productivity or to-do list software. It has all features that I need!

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Quadrate Tech Solutions Private Limited
Quadrate Tech Solutions Private Limited - 27.12.2020 20:34

We are using it and it's awesome

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UkeCan1
UkeCan1 - 19.12.2020 15:24

This is so helpful, Tara. I'm eagerly awaiting your promised follow-up video! About to set up ClickUp today, so get to it, okay? 🤗💖 Thank you for this one!

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Imaginary World
Imaginary World - 16.12.2020 22:35

Is it possible to make relation task in clickup like in Notion(if you are familiar), for example Personal&Work tasks related to Ultimate Task ? Thanks

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Kabarage Juma
Kabarage Juma - 16.12.2020 09:49

How is this different from Asana?

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Vera Bakshaeva
Vera Bakshaeva - 14.12.2020 12:55

Hi!
Thank you very much for your feedback! One questions: have you ever worked with jira? If yes, could you please compare them.

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Barncore
Barncore - 03.12.2020 05:33

As a creative freelancer with ADHD, this video was super helpful. It was my first one about ClickUp in fact. Very well laid out for someone starting out. Thanks!

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Phx_888
Phx_888 - 21.11.2020 00:17

I'm new to this tool, quick noob question: is it possible to integrate anyhow with outlook?
Cause this tool is not used in my company, but i'm planning to use by myself to help plan and organize my activities / project.
What I'd like to do is easlily keep a connection from email received (that maybe genereted task or update and so on) and this tool..
Is it feasible somehow?
thx!

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