How I use ClickUp in my Morning Routine ( ClickUp Setup Tour )

What's your morning routine in ClickUp? Where do you focus? I'd love to hear your tips!

Also, don't forget to comment "Team PD" or "Roles" to vote on what video we should do next!

team pd

Team PD

Both 😊

Layla, how could we use this emojis on titles of lists, folders, etc? can you teach how to do that, please?

Hello, Layla! I'm curious what examples of tasks do you input under 'Quick Wins (Proactive)'? I saw your setup tour on Keep Productive and was inspired by it to give ClickUp another try.

I started the year with a headache and just overwhelmed with ClickUp and the way I was using this tool in my daily basis. This have been the most productive 15 mins in a long long time. Thank you so much for all your insights and sharing your experience, I just dedicated 30 mins in ClickUp alongside this video and I already feel hopefull for what my daily, weekly and Q routine is going to look like. Thanks!

Systematic is the key word

I would definitely love more roles defining, and how to integrate that into Clickup. I'm currently using labels to define roles for tasks, but we are all wearing many hats right now... Trying to prep for when we don't.

team roles!!

team PD!

Team pd

Ooo I wanna meet the Team!

roles

Roles

Team PD

Team PD

Team PD

Team PD (1st) & Roles (2nd)!

👍

Team PD

Why not have a custom field to capture 'Issue Tasks', 'Routine Tasks', 'Growth Tasks', 'Backfill Tasks'?

TEAM PD! Such a helpful video thanks so much for sharing & roles too

Do you close your routine tasks? for example, if I put check business emails, does someone always have to put down the same tasks? or do just add and leave them open? thanks! great video.

I may have missed it but it sounds like you have the main folder with tasks and then you're linking/duplicating the same task into your "ACTION TASKS" folder? If so, why not use priority flags instead and then create a filtered view with URGENT, HIGH, LOW, etc, and favorite those views instead?

This is great. Is there a way to set a time limit to a task and get a notification when it's over?

Team pd

Roles

Team PD! I'd be very interested inn that! 😃

1. Team PD!!! :)
2. Roles

This video was helpful. We have a routines area that I am moving over from Asana. We did have a side project task list. We found that this list wasn't helpful over time. The reason was because people wouldn't be self directed to go look at it. They would often forget it existed and projects would sit there for 3 months because no one had accountability on actually doing it. In theory this is an owners dream. What we found works better is that we have this list but they are all assigned to the manager. The manager then re delegates this side project list if we have extra time. Sometimes as the owner I will notice projects or small to dos adding up and I end up telling everyone to get those things done. This is still a work in progress but I find with most organizations even the best employees need to be told what they need to do that day. Also I am wondering why you use the status section on the right in each task when there is a status notice at the top of each section? I am new to clickup and I am trying to figure out how to best utilize the custom fields.

Excellent video! Thank you Layla!

Roles <3 Thanks so much Layla!

Thanks so much, this video contains lots of productivity takeaways

Really really really useful, thanks for making this video!

You are so pleasant to watch!

Team PD

I would think that the Team PD would be fascinating, especially if they could tell us where they had issues and how you/they solved them. I love the idea of tracking time on a miscellaneous task just to give myself an idea of how long I spend doing the routine morning items.

TEAM PD

Yes, love these types of videos and would support all of the ideas that you've presented!

Team PD

Team PD

PD and roles!

wow really great - that was exactly what I was looking for - thx a lot :-)))

Team PD
Roles

Great content Layla. :)

Team PD
Roles

Yes please! Just found your channel and totally binge watching. Thanks for making such high quality content.

Both please! :)

That is a great idea with the time.

So is that a list with the time tasks main categories that just gets re started each time the category is applicable? Thank you.

team PD before roles

Team PD