Tips & Tricks to Make ClickUp Easier to Use

hey guys so i know that click up can be complicated i don't know how many times i wanted to switch back to asana and or trello just because i couldn't get the hang of click up so in this video i'm going to be showing you guys some tips and tricks to make click up a lot easier and simpler to use [Music] hey guys it's winda here and i am the blogger behind wonderful.com so i help creative planners like you find functional and productive ways to use your planners and systems so that you can get more things done so in this video we are talking about click up which is a project management tool that i use every day for all areas of my life but sometimes it can be a little complicated especially if you are just getting started um it might overwhelm you and you might just want to quit but please don't because click up has changed my life ever since i started using it i have been so much more productive i've been getting so much more things done and it's just not it's not just in my business as well i use it a lot for my personal life and i'm never forgetting anything and i just love it so much um and yeah so let's just get started with this video alright guys so the very first tip i have for making click up easier to use is using the custom fields for your stages instead of these statuses so you see here this is my statuses right now so i have it set up as stages and you don't get that check mark and sometimes you just want to check it off so if you use statuses then you'll get all of these options whereas if you were to just use to do and done you can get that check mark so instead of having these as statuses i highly suggest you use a custom field and use the drop down so let me show you guys the way i do it now so this is grouped by my youtube video process so it was the same exact steps except i made a drop down for it and then i created my statuses to just as to do and done instead and it just makes it a lot easier especially if you use subtasks so that you can just check it off set it to close and you just have that check mark tip number two is to separate your categories so i like to plan in sections so i have categories for every part of my business and life and i separate it into different spaces so i have my business my services and products my content creation home and family and then things that are personal to me only and then when i plan i put it into the list that it belongs so i have like master lists for each of these areas and then when i want to plan it makes it a lot easier to find so that goes that brings me to tip number three which is to use the everything space so so we have the option to look at everything and um in all of our spaces all together and you know at first it can be quite it can look quite crazy because it's everything but the way that i have it filtered makes it so that it creates my own weekly planner so you see here it looks pretty nice and organized if i didn't have that filter it would look like chaos so i highly suggest you use the everything um board um you can see here i pinned it as my weekly board so i created a board and then i grouped it by due date and then i used this filter so you just go to add a filter and you put where due date is the next seven days so that gives me this kind of weekly planner it gives me like overdue tasks things i need to do today um things i need to do tomorrow and then also for the for the next a couple of weeks as well or next couple of days so we have saturday sunday monday tuesday wednesday and then future so that's tip number three um just plan everything using your everything space the next tip i have is using your favorites so you can add any list to your favorites bar so this is my favorites bar up top here and i have it pinned to the top usually it is on the side like this usually it's right here above your spaces but if you click on this little pin it'll pin it to the very top and i like just having my most used um list right on top so to add it you simply just go to the list that you want to add and then add favorites okay and the next tip i have is to use the task tray so things that you are working on just put them just minimize them you can just simply add it to your task tray so that you are constantly reminded to be working on it so you just minimize this test using that and it just you know helps you to stay focused on what you need to work on that day okay so the new way is to use the lineup feature so if you go to your home you'll see that you can add items to line up so that's kind of similar to the task tray um just to help you stay focused on your daily tasks another way that you can make click up easier is by using the notepad so i love using the notepad so if you go here you'll see notepad so you can also just hit p and i love using this for like daily brain dumps a to buy list a daily done list and any ideas i have on the fly and the cool thing about it is that if you open it up you can easily just highlight it and then create a new task with it and then you can add it to a specific list later so this just makes it super fast and easy the google chrome extension is amazing that'll probably have to be another video but you can do so much with it but i love using the notepad just for quick little ideas and tasks the other thing that i wanted to talk about is using recurring tasks so let's go to my routines instead of cluttering up your click up i highly suggest that when you set recurring tasks that instead of making a new task you just update the status so let me show you guys an example here so for my weekly cleaning i have it all set to recur every week but let me show you my settings so you see here it recurs weekly but instead of creating a new task so it recurs weekly on schedule that means every wednesday that's when i will be decluttering and dusting so it'll keep coming showing up popping up every wednesday instead of creating a new task i just put update status to to do so that it'll just open it back up and kind of bring it back without having multiple copies of declutter and dustin because if i don't check it off one week i don't want to have you know double decluttering dusting so i highly suggest when you are doing that instead of creating a new task you just update it update the status the next tip i have is to switch up the views so click up has a lot of different views the one i'm using right now is um the modern layout but or the clean layout um so this is what it looks like it's separated so we have spaces here and then our folders here and we also have these simple simple layout and this is just everything all on one sidebar show you guys what that looks like so just have spaces dashboards and docs and then probably your goals and everything so that's the simple layout so yeah you can you know play around with all the different views let me show you guys the so you just go to layout size and style and then we have modern which is clean no separation of spaces with the clean we so we have our spaces and then we have like a toggle so that we can see our folders underneath so you can you know play around with that switch it up and whatever makes it simple and easy for you to see okay so another way that you can make click up easier to use is just by disabling some of the click apps so if you click on your settings and click on click apps so you'll see all of the features that click up has so if it's just you and you don't really work with anybody then you probably don't need a lot of these features you can turn on and off a lot of the things um one of the ones that i think that you should really keep is the custom fields so there's a lot in click up and you don't need to use all of it another one i would suggest you keep is the priority and then the quick create statuses yeah there's a lot in here and you don't really need all of it if you don't want but i like that it's there in case you know i do want to explore and learn more so that's one of the ways that you can make click up um more simple and the last thing i want to talk about um is just the font so if you go into your settings you can actually change the font of click up so in order to change the font to make it look clean the way i have it you simply just go into your settings and just click on settings and then right here global font support so it's in my settings and then you go to global font support so the way i have it is turned on and it just gives you that kind of cleaner look but if i were to turn it off so this is what the default would look like okay so i don't know it's a very small notice but you see here it kind of looks a little bit wider more rounded i feel like it's a lot more noticeable on the mobile app but yeah if you want to change that to the cleaner look then just you know go back into settings and turn on that global font settings all right so i turned it back on and now you see this is what the font looks like with it on it's just a little bit more narrow and cleaner looking so yeah those are my um tips to make click up a lot easier and more simple to use um if you're just getting started i hope this video kind of made it a little bit easier for you to [Music] use click up click up is an awesome tool it can be intimidating at first but once you get the hang of it you will love the customizations that you can do with it it's just if you like you know using different planner templates this is kind of the same thing except you can use different views like you can view it in a board you can use it view it in different list ways um and it's just an amazing tool so yeah i hope you guys will take the time to learn click up and give it a chance because you will love it just as i do so yeah thanks so much for watching and i'll see you guys in my next video

Channel: Wendaful

Views: 10,267

Keywords: CLICKUP EASIER, clickup, easier to use, simple, easy to use, clickup setup, tips and tricks, clickup tips, clickup app, clickup tips and tricks, clickup easier to use, simple clickup, clickup tasks, clickup project management, how to use clickup, Make clickup easier, clickup tutorial, clickup basics, clickup project management tutorial, how to use clickup effectively, how to use clickup app, how to use clickup 2.0, clickup project management tool

Id: GbZrNKxkv5U

Length: 12min 58sec (778 seconds)

Published: Thu Feb 25 2021