Course Outline

Introduction to ClickUp

  • Overview of ClickUp and its key benefits
  • Understanding ClickUp’s hierarchy: Workspaces, Spaces, Folders, and Lists
  • Navigating the ClickUp interface

Task Management Essentials

  • Creating, assigning, and managing tasks
  • Using task dependencies, due dates, and priorities
  • Customizing task statuses for different workflows

Exploring ClickUp Views

  • List view: Organizing and sorting tasks
  • Board view: Managing work with Kanban-style workflows
  • Calendar view: Scheduling tasks and deadlines

Enhancing Team Collaboration

  • Using comments, mentions, and notifications
  • Sharing tasks and projects with teams
  • Setting up permissions and access controls

ClickUp for Personal Productivity

  • Organizing tasks with folders and lists
  • Using reminders, checklists, and recurring tasks
  • Setting up ClickUp dashboards for personal workflow management

Automation and Time Management in ClickUp

  • Setting up automations to reduce manual work
  • Tracking time and managing workload with ClickUp’s features
  • Using integrations to streamline productivity

Best Practices and Tips

  • Common ClickUp mistakes and how to avoid them
  • Optimizing ClickUp for different work styles
  • Customizing ClickUp settings for efficiency

Summary and Next Steps

Requirements

  • No prior experience with ClickUp required
  • Basic familiarity with task and project management concepts

Audience

  • Business managers optimizing workflow efficiency
  • Team members looking to improve task and project organization
 14 Hours

Delivery Options

Private Group Training

Our identity is rooted in delivering exactly what our clients need.

  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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