ClickUp for Beginners: Getting Started Walkthrough (Including New AI Brain)
21 Aug 2024 (29 days ago)
What is ClickUp?
- ClickUp is a comprehensive project management application with a wide range of features, including document management, AI capabilities, Gantt charts, and task management.
- ClickUp offers a free plan with 100 MB of storage and paid plans with additional features. (00:01:02)
- ClickUp has two different paid plan options with different features and pricing.
Pricing
- ClickUp has two paid plans that cost $7 and $12 per month, both billed annually.
- ClickUp aims to be a comprehensive platform that replaces multiple tools, particularly for small to large teams.
- The application offers a wide range of features, including project management, documents, whiteboards, and more, with a focus on team productivity. (00:01:59)
Project Views
- ClickUp offers a variety of project views, but some are only available in paid plans.
- Users can organize projects within spaces, which can be made private and further divided into tasks.
- Each project can incorporate additional views like forms, dashboards, timelines, and mind maps.
Task Management
- ClickUp allows users to link tasks, add attributes such as waiting on, blocking, and custom URLs, and minimize tasks to the taskbar. (00:05:15)
- The "Home" area in ClickUp is designed to help users focus on their work and can be customized to fit different management styles.
- ClickUp offers various views for managing tasks, including calendar mode, Gantt view, table view, and timeline view, each with its own set of features and customization options.
Docs
- ClickUp's document feature allows users to create and manage documents, including importing from Confluence.
- Users can create documents from scratch or use templates, add tables and columns, and integrate AI features. (00:09:06)
- Documents can be shared internally and externally, and users can create public documents to share with clients.
Using Command Bar
- The command bar, accessed by pressing command K, enables users to locate various items within their account, including tasks, documents, and whiteboards.
- Users can connect to external applications like Confluence, Dropbox, Figma, Google Drive, GitHub, Jira, and Salesforce through the command bar.
- The command bar provides direct access to specific tasks. (00:11:08)
Chrome Extension
- The Chrome extension allows users to save items, such as tasks or screenshots, to their account and attach them to tasks.
- Users can create a document and start typing directly from the extension.
- A personal notepad feature allows for quick note-taking, which can later be converted into a task or document.
Whiteboards
- Users can create whiteboards from scratch or use templates for concept mapping and customizing text size and color. (00:12:18)
- Whiteboards allow importing various elements, including Google Docs, Sheets, Slides, YouTube videos, Figma designs, websites, and ClickUp tasks, which can be viewed in detail directly on the board.
- Users can switch between different views, such as mind maps, to structure their whiteboards and break down tasks more effectively.
Dashboards
- Dashboards can be used to display data from various sources and can be helpful for team alignment and focus.
- ClickUp Brain uses AI to connect different access points within the platform, allowing users to interact with tasks and documents in new ways. (00:14:42)
- Users can leverage ClickUp Brain to retrieve specific information from tasks, such as checklist items within a particular task assigned to them.
ClickUp AI Brain
- ClickUp AI can create and copy items, and regenerate them if needed.
- ClickUp AI can track daily progress and insights with real-time task updates.
- ClickUp AI can scan Google Drive accounts to answer questions about documents and sheets. (00:16:01)
More Features
- ClickUp's AI features can be used to summarize documents, generate action items, perform spell checks, write task descriptions, create task summaries, generate task updates, and find similar tasks.
- ClickUp provides an overview feature that allows users to see all of their projects and customize their workspaces.
- ClickUp offers a range of features, including the ability to save screen recordings, set goals, track time, chat in real-time, collaborate through comments, and enable or disable specific features.
Is ClickUp Right for me?
- ClickUp is a project management application that aims to centralize all work items in one location. (00:19:14)
- While ClickUp offers a wide range of features, its stability is considered inferior to competitors like Asana and monday.com.
- ClickUp is recommended for teams of all sizes who prioritize reducing context switching and consolidating their workflow into a single application.