ClickUp for Beginners: Getting Started Walkthrough (Including New AI Brain)

What is ClickUp? (0s)

• ClickUp is a comprehensive project management application with a wide range of features, including document management, AI capabilities, Gantt charts, and task management. (0s)
• ClickUp offers a free plan with 100 MB of storage and paid plans with additional features. (1m2s)
• ClickUp has two different paid plan options with different features and pricing. (1m8s)

Pricing (1m20s)

• ClickUp has two paid plans that cost $7 and $12 per month, both billed annually. (1m20s)
• ClickUp aims to be a comprehensive platform that replaces multiple tools, particularly for small to large teams. (1m36s)
• The application offers a wide range of features, including project management, documents, whiteboards, and more, with a focus on team productivity. (1m59s)

Project Views (2m20s)

• ClickUp offers a variety of project views, but some are only available in paid plans. (2m30s)
• Users can organize projects within spaces, which can be made private and further divided into tasks. (3m0s)
• Each project can incorporate additional views like forms, dashboards, timelines, and mind maps. (3m19s)

Task Management (5m0s)

• ClickUp allows users to link tasks, add attributes such as waiting on, blocking, and custom URLs, and minimize tasks to the taskbar. (5m15s)
• The "Home" area in ClickUp is designed to help users focus on their work and can be customized to fit different management styles. (5m41s)
• 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. (6m43s)

Docs (8m15s)

• ClickUp's document feature allows users to create and manage documents, including importing from Confluence. (8m21s)
• Users can create documents from scratch or use templates, add tables and columns, and integrate AI features. (9m6s)
• Documents can be shared internally and externally, and users can create public documents to share with clients. (10m18s)

Using Command Bar (10m35s)

• The command bar, accessed by pressing command K, enables users to locate various items within their account, including tasks, documents, and whiteboards. (10m40s)
• Users can connect to external applications like Confluence, Dropbox, Figma, Google Drive, GitHub, Jira, and Salesforce through the command bar. (10m51s)
• The command bar provides direct access to specific tasks. (11m8s)

Chrome Extension (11m20s)

• The Chrome extension allows users to save items, such as tasks or screenshots, to their account and attach them to tasks. (11m25s)
• Users can create a document and start typing directly from the extension. (11m41s)
• A personal notepad feature allows for quick note-taking, which can later be converted into a task or document. (11m58s)

Whiteboards (12m16s)

• Users can create whiteboards from scratch or use templates for concept mapping and customizing text size and color. (12m18s)
• 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. (12m34s)
• Users can switch between different views, such as mind maps, to structure their whiteboards and break down tasks more effectively. (13m14s)

Dashboards (13m56s)

• Dashboards can be used to display data from various sources and can be helpful for team alignment and focus. (14m12s)
• ClickUp Brain uses AI to connect different access points within the platform, allowing users to interact with tasks and documents in new ways. (14m42s)
• Users can leverage ClickUp Brain to retrieve specific information from tasks, such as checklist items within a particular task assigned to them. (15m0s)

ClickUp AI Brain (15m1s)

• ClickUp AI can create and copy items, and regenerate them if needed. (15m13s)
• ClickUp AI can track daily progress and insights with real-time task updates. (15m45s)
• ClickUp AI can scan Google Drive accounts to answer questions about documents and sheets. (16m1s)

More Features (16m30s)

• 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. (16m41s)
• ClickUp provides an overview feature that allows users to see all of their projects and customize their workspaces. (17m23s)
• 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. (17m44s)

Is ClickUp Right for me? (19m1s)

• ClickUp is a project management application that aims to centralize all work items in one location. (19m14s)
• While ClickUp offers a wide range of features, its stability is considered inferior to competitors like Asana and monday.com. (19m19s)
• ClickUp is recommended for teams of all sizes who prioritize reducing context switching and consolidating their workflow into a single application. (19m58s)