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What Is ClickUp? Clickup Zendesk Integration…

ClickUp is a job management tool that provides group partnership and shared task-setting functions, plus project updates and status signals to assist little and big companies much better align around goals Its cloud-based software has a great range of customizable options, and a great deal of its essential functions are available in the free version, which are best for low-budget, remote-working organizations aiming to save cash and stay efficient during the pandemic in 2022.

 

That’s an essential difference, considering that other provider conceal fundamental features such as job dependences behind higher payment tiers. This in turn forces users to spend for the more expensive versions to get a completely usable product. Not ClickUp!

ClickUp happened as a result of its creators’ frustration with other task management tools, which either used excessive or insufficient. ClickUp sees its item as right in the middle, in between software application that is too complex and others that are too easy.

Does ClickUp get things ideal, in real Goldilocks style? Not completely. Even in what it views as striking a balance in between simplicity and intricacy, there may still be too much of the latter for some users’ tastes.

ClickUp is simply among many job management providers out there. Take a look at a few of its rivals below to get a good concept of what kind of options are available.

Welcome back bosses why do I state it like that welcome back employers I want to talk with you today about arranging your organization you can arrange your mind so you can get some organized development I wish to speak about why ClickUp is still the very best job management tool out there I want to stroll you through how I use it to arrange my entire organization show you the different functions that we use and the ones to actually pay attention to go over the ClickUp rates because that’s most likely one of the very best parts specifically for small businesses and essentially reveal you how I let ClickUp do my thinking for me so that I have actually got more imaginative brain power to deal with other things in my company and make more progress in way less time if you’re brand new here I’m Tara Wagner development coach and long-lasting business owner I assist my fellow business owners to master the frame of mind and the abilities to uplevel their company so they can crush their objectives.

not their soul if that seems like your jam make sure to hit that thumbs up button and have a look at the other videos on my channel after this one let’s delve into the ClickUp rates right now due to the fact that if you’re anything like me you like to comprehend all right what’s the rate before I fall in love with it am I gon na wish to spend for it so let me walk you through how remarkable ClickUp is especially for small businesses number one you can utilize ClickUp for free permanently this is going to be such a great tool for any solopreneur or any small business that’s just getting started and they require to keep their overhead actually low now you’re basically endless in a lot of various things however not whatever right so with the totally free permanently plan you have actually got 5 Areas that you’re restricted to I’ll describe the spaces and the hierarchy of organization in simply a 2nd you’ve got limitless tasks you’ve got um 100 uses of custom views trust me you’re probably not going to need it the most significant limitation of this is the file storage because if you wish to publish anything to your jobs that’s going to start taking up space so when you’re ready to start really using the full thing it’s extremely inexpensive it is among the least costly ones out there so five dollars monthly per user and you get unlimited everything now here’s the thing 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 area of your business but perhaps you have some contractors ClickUp actually has something called guests and what visitors can do is they can be in certain spaces or certain folders or lists within a space so they can operate in your service so let’s state you contract out one area of your company your video editing your social media something like that you can have that person in that area and have the ability to handle those tasks without needing to in fact pay more for them so I freaking love their rates I extremely suggest that you get going with them because you want to have the ability 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 features and into you understand the capability to cause more staff member as you’re ready for it fine

 

so before I can walk you through how ClickUp is set out you require to comprehend the hierarchy so I’m in fact gon na share a clip from the last video they did that explains what this hierarchy looks like and then 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 consider spaces as departments these are really going to be established as practically like categories and I’m going to reveal you what this looks like in just a 2nd within each space you’re going to have folders this is where your projects are going to go in specific departments in your company then you have lists within each folder so you can think about these like classifications or company of these tasks and after that you have jobs on each list and each list has subtasks and after that you can have as many areas as you want so here’s what this looks like within ClickUp I have areas my areas 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 walk through how to develop a space I’m going to click add new include space and I am going to call it now you can enter and create all type of design templates or check out the various templates but truthfully this is still a little bit glitchy today this is a new feature that they have and it is not working perfectly yet so what I recommend doing do not stress over that simply produce a new one and simply go through the steps so you’re gon na pick a color you’re gon na select an icon I do not understand why I picked pizza you’re gon na choose whether you want this to be public so this is everybody in your group if it’s just you then make it public but if you desire something personal for instance we have personal lists for personal and family things we’ll simply go ahead and market personal you can share it with certain individuals and so I’m going to share it with my husband and then you can go through and you’ve either got the typical task statuses so what this does is when you have a status on a task it enables you to share whether that job remains in progress if it needs Clickup Zendesk Integration

review or if there’s anything else that you might want to add to it so you can see the various examples of this in here we’ve also produced 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 regular one I advise that you click all of these on merely due to the fact that uh you may or might not require them but oops that a person’s an organization one we do not have the business setting and then when it comes to views you can decide which one you want I’ll reveal you these views however once again you can go on and turn them all on if you wish to so now click evaluation space it’s simply going to ask if everything’s good click produce the area now what you see up here is the view so if I want to go on and produce a job and then I want to proceed and produce a subtask because subtask I’m gon na include details to the description whoops and I’m gon na do a checklist on this one so one two three you can likewise do the checklist up here oops one 2 3 you can appoint these subtasks out you can assign the primary job 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 literally your choices here are practically endless you can track the time you can do an approximated time you can I don’t use the sprint points you can do all sort of various things you can replicate this job if you want to depending upon the settings or the account that you have you can set dependences so

this task will not come due up until another job is done actually the choices are endless there’s a lot you can do with these so now we have one list but let’s go ahead and produce 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 several if I then want to go into that folder and produce additional lists I can do that as well and when I click the folder I can see all of the lists then you can go 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 system you can have that within here you can also do a box view this is going to be a company function it’s not something that we have actually ever really seen a need for you can do a calendar view where you sit down and you look at okay what are all the things on the calendar let me in fact show you an idea of what this looks like Clickup Zendesk Integration