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What Is ClickUp? Clickup Portfolio…

ClickUp is a job management tool that offers team cooperation and shared task-setting functions, plus job updates and status signals to assist small and large services much better align around goals Its cloud-based software has a great variety of adjustable choices, and a great deal of its key features are readily available in the free version, which are ideal for low-budget, remote-working companies looking to conserve cash and remain productive during the pandemic in 2022.

 

That’s an essential difference, given that other service providers hide standard features such as task dependencies behind greater payment tiers. This in turn forces users to pay for the more expensive variations to get a fully functional item. However not ClickUp!

ClickUp came about as a result of its founders’ dissatisfaction with other task management tools, which either offered too little or too much. ClickUp sees its item as right in the middle, between software that is too complex and others that are too basic.

Does ClickUp get things just right, in true Goldilocks fashion? Not totally. Even in what it views as striking a balance in between simpleness and complexity, there may still be too much of the latter for some users’ tastes.

ClickUp is just among numerous task management providers out there. Take a look at a few of its competitors listed below to get a great concept of what sort of options are available.

Welcome back employers why do I say it like that welcome back managers I wish to speak to you today about organizing your company you can arrange your mind so you can get some arranged progress I wish to speak about why ClickUp is still the very best project management tool in existence I want to walk you through how I use it to arrange my entire company reveal you the different functions that we use and the ones to truly focus on go over the ClickUp prices since that’s most likely among the best parts specifically for small businesses and essentially reveal you how I let ClickUp do my thinking for me so that I’ve got more innovative brain power to deal with other things in my service and make more development in way less time if you’re brand new here I’m Tara Wagner advancement coach and long-lasting business owner I help my fellow business owners to master the frame of mind and the skills to uplevel their business so they can crush their goals.

not their soul if that seems like your jam be sure to strike that thumbs up button and have a look at the other videos on my channel after this one let’s jump into the ClickUp prices right now because if you’re anything like me you like to comprehend okay what’s the cost prior to I fall in love with it am I gon na want to spend for it so let me stroll you through how fantastic ClickUp is specifically for small companies top you can utilize ClickUp totally free forever this is going to be such a great tool for any solopreneur or any small business that’s simply starting and they need to keep their overhead really low now you’re basically endless in a great deal of various things but not whatever right so with the totally free permanently plan you’ve got five Spaces that you’re restricted to I’ll explain the areas and the hierarchy of organization in just a 2nd you have actually got limitless jobs you’ve got um 100 uses of custom-made views trust me you’re probably not going to need it the biggest restriction of this is the file storage because if you wish to upload anything to your tasks that’s going to start taking up space so when you’re ready to begin actually using the full thing it’s exceptionally economical it’s one of the least pricey ones out there so 5 dollars monthly per user and you get unrestricted whatever now here’s the important things that I enjoy about this if you’re a solopreneur and you don’t have a full-time worker you’re not dealing with somebody who’s working in every location of your business however possibly you have some specialists ClickUp actually has something called guests and what guests can do is they can be in specific folders or certain areas or lists within an area so they can work in your service so let’s state you contract out one location of your business your video editing your social networks something like that you can have that individual in that area and have the ability to handle those jobs without having to actually pay more for them so I freaking enjoy their rates I highly recommend that you start with them because you wish to be able to have something that can scale with you therefore it’s excellent it starts out excellent for small companies however it does scale into more and more functions and into you know the capability to induce more team members as you’re ready for it fine

 

Before I can stroll you through how ClickUp is laid out you need to understand the hierarchy so I’m actually gon na share a clip from the last video they did that describes what this hierarchy looks like and then I’m gon na reveal you what it is inside of ClickUp now so this is your work area then you’re gon na have within your work space you’re gon na have spaces believe of spaces as departments these are actually going to be set up as almost like categories and I’m going to show you what this looks like in simply a 2nd within each space you’re going to have folders this is where your jobs are going to go in specific departments in your business then you have lists within each folder so you can believe of these like categories or organization of these jobs and then you have jobs on each list and each list has subtasks and then you can have as numerous areas as you want so here’s what this looks like inside of ClickUp I have spaces my spaces have folders my folders have lists and my lists have tasks and then you can likewise have a job that has subtasks in it all right so let’s stroll through how to produce a space I’m going to click include new include area and I am going to call it now you can go in and develop all kinds of templates or look through the different design templates however honestly this is still a little bit glitchy right now this is a new feature that they have and it is not working completely yet so what I advise doing do not fret about that simply develop a new one and simply go through the steps so you’re gon na choose a color you’re gon na pick an icon I do not understand why I picked pizza you’re gon na select whether you want this to be public so this is everybody in your team if it’s simply you then make it public however if you desire something private for circumstances we have private lists for personal and family things we’ll simply go ahead and market private you can share it with certain individuals and so I’m going to share it with my partner and then you can go through and you’ve either got the normal task statuses so what this does is when you have a status on a task it allows you to share whether or not that task is in progress if it needs Clickup Portfolio

evaluation or if there’s anything else that you might wish to contribute to it so you can see the various examples of this in here we have actually likewise developed one ourselves so this reveals us what part of the procedure that video is on you can personalize these yourself but for now let’s just do the normal one I suggest that you click all of these on merely since uh you may or may not need them however oops that one’s a business one we do not have business setting and then when it comes to views you can choose which one you desire I’ll reveal you these views but again you can proceed and turn them all on if you want to so now click review space it’s just going to ask if everything’s great click produce the area now what you see up here is the view so if I wish to go on and develop a job and after that I want to go ahead and create a subtask because subtask I’m gon na include info to the description whoops and I’m gon na do a checklist on this one so one 2 three you can likewise do the checklist up here oops one two three you can designate these subtasks out you can assign the main task out you can set due dates you can set it to repeat on a schedule when it’s closed when it’s done weekly custom-made literally your choices here are practically endless you can track the time you can do an approximated time you can I do not use the sprint points you can do all type of different things you can replicate this task if you wish to depending upon the settings or the account that you have you can set dependences so

this task won’t come due up until another task is done literally the alternatives are unlimited there’s so much you can do with these so now we have one list but let’s go ahead and create a folder in this list so folder one and it includes a list in it uh so it’s the same thing with this one you can develop numerous if I then want to enter into that folder and produce additional lists I can do that too and when I click the folder I can see all of the lists then you can enter into board view so this makes it a little bit like Trello if you prefer Trello in the design of Trello you like the idea of like sticky notes and a bulletin board you can have that within here you can also do a box view this is going to be a business feature it’s not something that we have actually ever truly seen a need for you can do a calendar view where you sit down and you look at okay what are all the important things on the calendar let me in fact reveal you a concept of what this looks like Clickup Portfolio