Clickup User Guide – all-in-one suite

Does ClickUp get things just right.Clickup User Guide… in real Goldilocks fashion? Not completely. Even in what it views as striking a balance between simplicity and intricacy, there may still be too much of the latter for some users’ tastes. features.

While rival options may cost $8-$ 9 monthly for the lowest-paid tier, ClickUp undercuts rivals well. But even specific users can start with ClickUp, thanks to its great Totally free tier, which is perfect for smaller-scale project management and job tracking.

ut, the essential concern is whether ClickUp is a clever financial investment for your service and has the features you need to prosper. That’s why we ‘d advise looking for any available ClickUp offers and discount rates ( and benefit from that complimentary ClickUp tier to get a feel for the software).

In this guide, we break down the various ClickUp rates strategies and their core benefits to assist you understand if this is the best task management tool for you.

Is ClickUp good for individuals?

Unlimited Strategy

The next tier up is the Unrestricted strategy, which charges $ 5 per user, monthly when billed each year, and $ 9 per user, monthly when billed monthly. For that money, you get endless whatever, including storage, integrations, features, and advanced reporting.

On top of all that, you can set authorizations to limit users from accessing particular data. This might be the strategy for you if you’re finding the complimentary tier to be just a bit too limiting. It removes most of the constraints, and provides you endless storage and 1,000 automations.

What are the benefits of each level of clickup?

What Is ClickUp?

ClickUp is a job management tool that offers team partnership and shared task-setting functions, plus task updates and status notifies to help large and little businesses much better line up around objectives Its cloud-based software application has an excellent series of personalized choices, and a great deal of its essential features are available in the free version, which are ideal for low-budget, remote-working businesses seeking to conserve money and stay productive during the pandemic in 2022.

 

That’s a crucial distinction, given that other provider conceal standard features such as job dependencies behind greater payment tiers. This in turn forces users to pay for the more expensive variations to get a fully usable product. Not ClickUp!

ClickUp came about as a result of its founders’ discontentment with other task management tools, which either offered too little or too much. ClickUp sees its item as right in the middle, in between software application that is too intricate and others that are too easy.

 

ClickUp is just one of many task management suppliers out there. Have a look at a few of its rivals below to get a good idea of what type of alternatives are offered.

Invite back managers why do I say it like that welcome back managers I want to talk with you today about organizing your business you can organize your mind so you can get some arranged development I want to talk about why ClickUp is still the best project management tool in existence I want to walk you through how I utilize it to organize my whole service show you the different functions that we use and the ones to actually pay attention to review the ClickUp prices because that’s most likely one of the very best parts particularly for small businesses and basically show you how I let ClickUp do my believing for me so that I have actually got more innovative brain power to work on other things in my business and make more progress in way less time if you’re brand new here I’m Tara Wagner advancement coach and long-lasting entrepreneur I assist my fellow business owners to master the frame of mind and the skills to uplevel their service so they can squash their goals.

not their soul if that seems like your jam make sure 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 prices right now since if you’re anything like me you like to understand fine what’s the rate before I fall in love with it am I gon na wish to pay for it so let me stroll you through how remarkable ClickUp is specifically for small companies number one you can utilize ClickUp free of charge forever this is going to be such a fantastic tool for any solopreneur or any small company that’s simply getting started and they require to keep their overhead actually low now you’re pretty much unlimited in a great deal of different things however not whatever right so with the free forever plan you’ve got five Spaces that you’re limited to I’ll discuss the areas and the hierarchy of company in simply a second you’ve got unlimited jobs you’ve got um 100 uses of custom views trust me you’re most likely not going to require it the greatest constraint of this is the file storage due to the fact that if you want to submit anything to your tasks that’s going to start using up space so when you’re ready to begin really utilizing the complete thing it’s exceptionally affordable it is among the least costly ones out there so 5 dollars each month per user and you get limitless whatever now here’s the thing that I love about this if you’re a solopreneur and you don’t have a full-time employee you’re not working with someone who’s working in every area of your business but maybe you have some specialists ClickUp really has something called visitors and what visitors can do is they can be in particular areas 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 because location and have the ability to handle those tasks without having to actually pay more for them so I freaking like their pricing I extremely recommend that you get started with them because you want to be able to have something that can scale with you and so it’s fantastic it starts out excellent for small companies but it does scale into increasingly more functions and into you understand the ability to bring on more staff member as you’re ready for it okay

 

so prior to I can walk you through how ClickUp is laid out you require to comprehend the hierarchy so I’m really gon na share a clip from the last video they did that describes what this hierarchy looks like and after that I’m gon na show you what it is within ClickUp now so this is your workspace then you’re gon na have within your work area you’re gon na have areas think of spaces as departments these are in fact going to be set up as almost like categories and I’m going to reveal you what this appears like in simply a second within each area you’re going to have folders this is where your jobs are going to go in certain departments in your service then you have lists within each folder so you can think about these like categories or company of these jobs and then 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 appears like inside of ClickUp I have areas my areas have folders my folders have lists and my lists have tasks and after that you can likewise have a task that has subtasks in it all right so let’s walk through how to produce an area I’m going to click add new add area and I am going to call it now you can go in and produce all type of design templates or look through the different templates however truthfully this is still a bit glitchy right now this is a new feature that they have and it is not working perfectly yet so what I recommend doing don’t fret about that just produce a new one and simply go through the actions so you’re gon na choose a color you’re gon na pick an icon I do not know why I chose pizza you’re gon na pick whether you want this to be public so this is everyone 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 individual and household things we’ll simply go on and market personal you can share it with certain people and so I’m going to share it with my hubby and then you can go through and you’ve either got the normal task statuses so what this does is when you have a status on a task it permits you to share whether or not that job remains in progress if it requires Clickup User Guide

review 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’ve also created one ourselves so this shows us what part of the process that video is on you can personalize these yourself but for now let’s simply do the typical one I suggest that you click all of these on simply due to the fact that uh you might or might not need them but oops that one’s an organization one we do not have business setting and after that when it pertains to views you can choose which one you want I’ll reveal you these views but again you can go ahead and turn them all on if you want to so now click review space it’s simply going to ask if everything’s great click produce the space now what you see up here is the view so if I want to go on and develop a task and after that I want to proceed and create 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 three you can also do the checklist up here oops one two 3 you can assign these subtasks out you can appoint the main 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 literally your options here are pretty much endless you can track the time you can do an estimated time you can I don’t utilize the sprint points you can do all sort of different things you can replicate this task if you want to depending on 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 literally the alternatives are limitless there’s so much you can do with these so now we have one list however let’s go on and produce a folder in this list so folder one and it features a list in it uh so it’s the same thing with this one you can create numerous if I then want to go into that folder and develop additional lists I can do that too 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 are partial to Trello in the design of Trello you like the concept of like sticky notes and a bulletin board system you can have that within here you can likewise do a box view this is going to be a company function it’s not something that we’ve ever really seen a need for you can do a calendar view where you sit down and you take a look at all right what are all the important things on the calendar let me really show you a concept of what this appears like Clickup User Guide

Clickup User Guide – all-in-one suite

Does ClickUp get things perfect.Clickup User Guide… in true Goldilocks style? Not totally. Even in what it views as striking a balance between simplicity and complexity, there may still be too much of the latter for some users’ tastes. functions.

While competing solutions might cost $8-$ 9 monthly for the lowest-paid tier, ClickUp undercuts competitors well. However even private users can start with ClickUp, thanks to its excellent Complimentary tier, which is ideal for smaller-scale job management and job tracking.

ut, the essential question is whether or not ClickUp is a wise financial investment for your organization and has the features you require to succeed. That’s why we ‘d advise checking for any available ClickUp deals and discounts ( and make the most of that complimentary ClickUp tier to get a feel for the software application).

In this guide, we break down the numerous ClickUp rates plans and their core advantages to assist you comprehend if this is the ideal job management tool for you.

Is ClickUp good for individuals?

Unrestricted Strategy

The next tier up is the Unlimited plan, which charges $ 5 per user, monthly when billed each year, and $ 9 per user, each month when billed monthly. For that cash, you get unlimited everything, consisting of storage, combinations, features, and advanced reporting.

On top of all that, you can set approvals to restrict users from accessing specific information. This might be the strategy for you if you’re discovering the totally free tier to be simply a bit too limiting. It removes most of the restrictions, and provides you limitless storage and 1,000 automations.

What are the benefits of each level of clickup?

What Is ClickUp?

ClickUp is a project management tool that provides team collaboration and shared task-setting functions, plus job updates and status alerts to assist large and small services much better align around objectives Its cloud-based software application has a great variety of customizable alternatives, and a lot of its essential functions are readily available in the free variation, which are perfect for low-budget, remote-working services looking to save cash and remain productive during the pandemic in 2022.

 

That’s an essential difference, because other provider hide fundamental features such as job reliances behind higher payment tiers. This in turn forces users to pay for the more expensive versions to get a completely functional product. But not ClickUp!

ClickUp came about as a result of its creators’ dissatisfaction with other task management tools, which either used 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 basic.

 

ClickUp is simply among lots of job management suppliers out there. Take a look at a few of its rivals below to get a great concept of what sort of alternatives are readily available.

Welcome back bosses why do I say it like that welcome back employers I wish to speak with you today about arranging your organization you can organize your mind so you can get some organized progress I want to speak about why ClickUp is still the best task management tool around I want to walk you through how I use it to arrange my whole business reveal you the different features that we utilize and the ones to truly take notice of go over the ClickUp pricing because that’s most likely one of the best parts especially for small companies and generally reveal you how I let ClickUp do my believing for me so that I have actually got more innovative brain power to work on other things in my company and make more progress in method less time if you’re brand new here I’m Tara Wagner advancement coach and long-lasting business owner I assist my fellow business owners to master the state of mind and the skills to uplevel their organization so they can crush their objectives.

not their soul if that seems like your jam be sure 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 today due to the fact that if you’re anything like me you like to comprehend fine what’s the price prior to I fall in love with it am I gon na wish to spend for it so let me stroll you through how incredible ClickUp is especially for small businesses number one you can use ClickUp for free permanently this is going to be such a great tool for any solopreneur or any small company that’s simply starting and they need to keep their overhead truly low now you’re practically unlimited in a great deal of various things but not everything right so with the complimentary forever prepare you’ve got 5 Areas that you’re restricted to I’ll discuss the spaces and the hierarchy of company in simply a 2nd you’ve got endless jobs you’ve got um 100 uses of custom views trust me you’re most likely not going to require it the greatest limitation of this is the file storage due to the fact that if you wish to upload anything to your tasks that’s going to begin using up space so when you’re ready to begin actually using the full thing it’s incredibly economical it is among the least expensive ones out there so 5 dollars per month per user and you get unrestricted whatever now here’s the thing that I like about this if you’re a solopreneur and you don’t have a full-time staff member you’re not dealing with somebody who’s working in every area of your service but possibly you have some specialists ClickUp actually has actually something called visitors and what guests can do is they can be in specific areas or certain folders or lists within a space so they can work in your company so let’s state you contract out one area of your organization your video modifying your social networks something like that you can have that individual in that area and be able to handle those jobs without needing to really pay more for them so I freaking love their rates I extremely recommend that you begin with them due to the fact that you want to be able to have something that can scale with you and so it’s terrific it starts excellent for small companies however it does scale into increasingly more functions and into you know the ability to induce more employee as you’re ready for it okay

 

so prior to I can stroll you through how ClickUp is set out you need to understand the hierarchy so I’m really gon na share a clip from the last video they did that discusses what this hierarchy looks like and then I’m gon na reveal you what it is inside of ClickUp now so this is your work space then you’re gon na have within your office you’re gon na have spaces think of areas as departments these are in fact going to be set up as practically like classifications and I’m going to reveal you what this appears like in just a second within each space you’re going to have folders this is where your jobs are going to enter certain departments in your service then you have lists within each folder so you can think about these like categories or company of these jobs and then you have jobs on each list and each list has subtasks and after that you can have as many spaces as you desire so here’s what this appears like within ClickUp I have spaces my areas have folders my folders have lists and my lists have jobs and after that you can also have a task that has subtasks in it fine so let’s walk through how to develop an area I’m going to click include brand-new add space and I am going to call it now you can enter and produce all sort of design templates or check out the different templates however honestly this is still a bit glitchy right now this is a brand-new feature that they have and it is not working perfectly yet so what I suggest doing don’t stress over that just create a new one and just 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 select whether you want this to be public so this is everyone 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 stuff we’ll simply proceed and market personal you can share it with certain people therefore I’m going to share it with my husband and then you can go through and you’ve either got the normal job statuses so what this does is when you have a status on a job it permits you to share whether that job is in progress if it requires Clickup User Guide

evaluation or if there’s anything else that you might want to add to it so you can see the different examples of this in here we’ve also produced one ourselves so this shows us what part of the procedure that video is on you can tailor these yourself but for now let’s simply do the normal one I advise that you click all of these on merely due to the fact that uh you might or might not need them but oops that a person’s a company one we do not have the business setting and after that when it pertains to views you can choose which one you desire I’ll show you these views however 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 whatever’s great click produce the area now what you see up here is the view so if I wish to go ahead and produce a task and then I wish to go on and produce a subtask in that subtask I’m gon na add details to the description whoops and I’m gon na do a list on this one so one two three you can also do the checklist up here oops one two three you can designate these subtasks out you can designate the main task 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 actually your alternatives here are basically unlimited you can track the time you can do a projected time you can I do not use the sprint points you can do all type 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 till another task is done literally the alternatives are endless there’s a lot you can do with these so now we have one list however let’s proceed and create 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 create several if I then wish to enter into that folder and create extra lists I can do that as well and when I click on 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 layout 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 service function it’s not something that we have actually ever truly seen a requirement for you can do a calendar view where you sit down and you take a look at all right what are all the important things on the calendar let me actually show you an idea of what this looks like Clickup User Guide