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What Is ClickUp? Clickup Quickbooks Integration…

ClickUp is a job management tool that uses group collaboration and shared task-setting functions, plus job updates and status informs to assist little and big services better align around goals Its cloud-based software application has a great series of adjustable alternatives, and a lot of its essential features are offered in the totally free variation, which are ideal for low-budget, remote-working services aiming to save money and remain efficient throughout the pandemic in 2022.

 

That’s a crucial difference, since other company hide standard features such as task dependences behind greater payment tiers. This in turn forces users to spend for the more costly versions to get a completely usable item. Not ClickUp!

ClickUp came about as a result of its creators’ dissatisfaction with other project management tools, which either provided too little or too much. ClickUp sees its item as right in the middle, in between software application that is too complicated and others that are too easy.

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

ClickUp is just among lots of project management companies out there. Take a look at a few of its competitors below to get a good idea of what sort of options are available.

Invite back bosses why do I say it like that welcome back bosses I wish to speak with you today about organizing your company you can organize your mind so you can get some arranged progress I wish to discuss why ClickUp is still the best job management tool out there I want to walk you through how I utilize it to organize my whole business show you the various functions that we use and the ones to actually take notice of go over the ClickUp prices because that’s most likely one of the best parts particularly for small companies and basically show you how I let ClickUp do my believing for me so that I’ve got more creative brain power to deal with other things in my company and make more development in method less time if you’re brand new here I’m Tara Wagner advancement coach and lifelong entrepreneur I help my fellow business owners to master the mindset and the skills to uplevel their company so they can squash their goals.

not their soul if that sounds like your jam make certain to hit that thumbs up button and take a look at the other videos on my channel after this one let’s jump into the ClickUp pricing right now because if you’re anything like me you like to comprehend all right what’s the rate prior to I fall in love with it am I gon na want to spend for it so let me walk you through how remarkable ClickUp is particularly for small companies number one you can utilize ClickUp totally free permanently this is going to be such a great tool for any solopreneur or any small business that’s simply getting going and they require to keep their overhead actually low now you’re basically unrestricted in a great deal of various things however not everything right so with the totally free forever prepare you have actually got 5 Areas that you’re restricted to I’ll describe the areas and the hierarchy of company in just a second you have actually got unlimited jobs you’ve got um 100 uses of custom-made views trust me you’re most likely not going to need it the most significant restriction of this is the file storage since if you wish to upload anything to your jobs that’s going to begin using up space so when you’re ready to begin really utilizing the complete thing it’s extremely low-cost it is among the least expensive ones out there so 5 dollars each month per user and you get unlimited everything now here’s the important things that I enjoy about this if you’re a solopreneur and you do not have a full-time staff member you’re not working with someone who’s operating in every area of your service however maybe you have some specialists ClickUp in fact has actually something called visitors and what guests can do is they can be in certain spaces or certain folders or lists within a space so they can operate in your organization so let’s state you contract out one location of your business your video modifying your social media something like that you can have that individual in that area and have the ability to manage those tasks without having to actually pay more for them so I freaking enjoy their prices I highly recommend that you begin with them due to the fact that you wish to be able to have something that can scale with you therefore it’s great it begins fantastic for small companies but it does scale into increasingly more functions and into you understand the capability to cause more employee as you’re ready for it alright

 

so prior to I can stroll you through how ClickUp is set out you need to comprehend the hierarchy so I’m in fact gon na share a clip from the last video they did that describes what this hierarchy appears like and after that I’m gon na show you what it is inside of ClickUp now so this is your office then you’re gon na have within your office you’re gon na have spaces think about areas as departments these are in fact going to be established as almost like categories and I’m going to reveal you what this appears like in simply a second within each space you’re going to have folders this is where your tasks are going to enter specific departments in your company then you have lists within each folder so you can think of these like categories or company of these projects and then you have jobs on each list and each list has subtasks and then you can have as numerous areas as you desire so here’s what this appears like inside of ClickUp I have spaces my areas have folders my folders have lists and my lists have tasks and then you can also have a task that has subtasks in it all right so let’s walk through how to develop a space I’m going to click include new include area and I am going to name it now you can enter and create all type of templates or look through the various templates but truthfully this is still a little bit glitchy today this is a brand-new function that they have and it is not working perfectly yet so what I recommend doing don’t worry about that simply create a brand-new one and simply go through the steps so you’re gon na pick a color you’re gon na pick an icon I do not understand why I picked pizza you’re gon na choose whether you desire this to be public so this is everybody in your group if it’s simply you then make it public but if you desire something private for example we have private lists for personal and household things we’ll simply go on and market private you can share it with particular individuals therefore I’m going to share it with my spouse and then you can go through and you’ve either got the regular job statuses so what this does is when you have a status on a job it enables you to share whether or not that job remains in development if it requires Clickup Quickbooks Integration

evaluation or if there’s anything else that you may want to add to it so you can see the various examples of this in here we have actually likewise produced one ourselves so this reveals us what part of the process that video is on you can personalize these yourself but for now let’s simply do the normal one I suggest that you click all of these on simply due to the fact that uh you may or might not require them but oops that a person’s a company one we do not have business setting and then when it pertains to views you can decide which one you want I’ll show you these views however again you can go on and turn them all on if you want to so now click evaluation space it’s just going to ask if everything’s excellent click develop the space now what you see up here is the view so if I want to go ahead and create a task and then I want to go on and produce a subtask in that subtask I’m gon na include information to the description whoops and I’m gon na do a list on this one so one 2 3 you can likewise do the list up here oops one two 3 you can appoint these subtasks out you can designate the primary task out you can set due dates you can set it to recur on a schedule when it’s closed when it’s done weekly custom-made actually your choices here are basically 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 various things you can duplicate this task if you wish to depending upon the settings or the account that you have you can set dependencies so

this task will not come due till another task is done actually the options are limitless there’s a lot you can do with these so now we have one list however let’s go ahead and develop a folder in this list so folder one and it comes with a list in it uh so it’s the same thing with this one you can produce multiple if I then want to go into that folder and create additional lists I can do that as well 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 layout of Trello you like the concept 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 an organization feature it’s not something that we’ve ever truly seen a requirement for you can do a calendar view where you sit down and you look at all right what are all the things on the calendar let me in fact reveal you a concept of what this appears like Clickup Quickbooks Integration