Which ClickUp Version Is Best For You?

I Love ClickUp,

Here’s Why You Should Too

 

Welcome to We Make Systems Sexy! I’ve tested different project management tools and found the best one, so you don’t have to!

From creating my website, managing payrolls, and wearing pretty much every hat imaginable, life as a business owner can get pretty crazy.

Finding a method to the madness is not only something I preach to my clients but is what keeps my own business afloat as well. Implementing the best system for my team has been a game-changer, and I know it can do the same for other new entrepreneurs.

After a LOT of research and some trial and error, I have found ClickUp to be the far superior project management tool. I highly recommend it to any business owner looking to automate their business effectively.

As I said in my previous post, it gives me, the business owner, a bird’s eye view of everything happening in my business at any given time.

Let me walk you through the platform that has changed the game in my workplace organization and can give you all the information you need to know in one centralized location. Which is a win for you and a win for your team!
Let’s get started! 🙂

 

Step 1: Sign Up

 

 

Step 2: Naming the Workspace

 
  • To make everything as simple as possible, it is best to name the workspace the name of your business.

 

Step 3: Customization with colors and logos
 
  • If you’re anything like me, this is the part where we get to start having some fun. You can add your company’s logo to your avatar and use different colors to personalize your workspace. You can make the colors align with your branding or get creative. It can be as simple or extravagant as you want to make it.

 

Step 4: ClickApps
 
  • You can personalize how your team interacts with your workspace with ClickApps. To design the ideal workflow for your business, select one or more of these elements and enable them.

 

Step 5: Integrations
 
  • You can integrate any of the following apps with ClickUp to have all your communication platforms in one easy-to-find place. For me, integrating Slack with ClickUp was a must! This way, I don’t have to switch back and forth between platforms when communicating with my team.

 

Step 6: Import tasks
 
  • As I mentioned earlier, one of my favorite aspects of ClickUp is that everything is in one place. I can import tasks from other platforms to keep everything organized as an online business owner.
  • More importantly though, if you are currently using a different project management tool you can transfer all your data and assets over to Clickup. This way you don’t have to completely start from scratch!

 

Step 7: Getting Familiar With the Platform
 
  • Once you set up your account, ClickUp will provide you with different videos to walk you through how to use the platform. I highly recommend watching these videos. They will give you a good foundation and helped me a lot when I started.

 

Step 8: Setting up Spaces
 
  • Think about spaces in ClickUp the same way you view departments in your business. Just like your IT and sales departments may be on different floors in your office, they should each get a separate space on the platform. This way, you can easily find information on each section of your business at a glance without having to dig through the whole site. Therefore all the information that you and your team need easy access to, is all in one place. This is one of my favorite features and has helped me immensely with organization in my own business.
  • I would recommend setting up three essential spaces to begin with: A headquarters/team center, internal operations, and client space (this can be shifted to your own business model, as what applies to me may not always apply to you.)

 

Step 9: Prioritizing Tasks
 
  • To stay organized, I recommend focusing on hierarchy. By setting deadlines on each task, it is easy to see the order in which tasks need to be completed.
  • You can also categorize tasks by priority. For example, if I give a task to a team member that I need done later in the day, I will mark that task as high priority. This is a great asset to utilize to make sure you stay on top of what needs to get done to keep your business successful.

 

Step 10: And You’re Done!

 

My next blog post will focus on more details like folders, lists, tasks, subtasks and checklists! So come back next month for more tips and tricks on using the platform!

If you want more information on setting up your account, a more in-depth tutorial is available for purchase. Just get in touch with us for more information to take the confusion out of ClickUp!