ClickUp Articles

ClickUp CRM Tutorial

ClickUp CRM Tutorial

ClickUp CRM Tutorial - manage all your customer relationships and keep track of your interactions, potential customers, and current clients in your business. Watch this video tutorial where we'll show you how to connect different online tools to optimize your CRM...

ClickUp Dashboard Examples

ClickUp Dashboard Examples

ClickUp Dashboard Examples - Watch this tutorial where Amalie of Systematic Excellence shows you different ideas for utilizing ClickUp Dashboards.  Watch Amalie Show You How To Use Dashboards ClickUp: https://www.youtube.com/watch?v=eYXjsJ8DAgI Team Workload...

ClickUp For Personal Use

ClickUp For Personal Use

In this video tutorial, Amalie will show you how to use ClickUp for personal use. She will show you 5 real-life examples and how-to’s that you can implement on your own ClickUp account.  Watch Amalie Show You How To Use ClickUp For Personal Use:...

ClickUp Tips And Tricks {Hotkeys}

ClickUp Tips And Tricks {Hotkeys}

ClickUp Tips and Tricks - ClickUp is even faster and easier to use with these hotkey shortcuts.  In the left-hand corner, click on the little circlesGo to My Settings, scroll down to the Hotkeys and turn it on. Click the hyperlink and read the document to...

ClickUp Widgets

ClickUp Widgets

ClickUp Widgets - what they are and how to use them inside of ClickUp dashboards.  Before adding widgets, you need to have a dashboard. To create a new dashboard:  Click the plus sign.Name the dashboard. Click add widget. To add widgets: Click on...

ClickUp Forms

ClickUp Forms

ClickUp Forms - where to find them and how to use them. Collect information and manage it easily all from within ClickUp. Go to the space you want to create a form in. On the top list, click Add View. Choose Form and then hit Add view.Customize it: change...

ClickUp Repeating Tasks

ClickUp Repeating Tasks

ClickUp repeating tasks - make life a little easier by automating tasks that repeat periodically. Go to the task that you want to repeat. Click on the due date, choose the date and time if needed. On the left corner, click Set recurring. Choose if you...

ClickUp Recurring Tasks

ClickUp Recurring Tasks

ClickUp recurring tasks - make life a little easier by automating tasks that repeat periodically. Go to the task that you want to set recurring to. Click on the due date, choose the date and time if needed. On the left corner, click Set...

ClickUp How To Undo

ClickUp How To Undo

ClickUp - how to undo actions you've taken with ClickUp and how to find things in the trash.   How to undo something in a task description: Click on the little clock logging icon. Click on Restore and it'll restore it back to the version you want. How to...

ClickUp Dependencies

ClickUp Dependencies

ClickUp Dependencies - how they keep your team in perfect synchronization, where to find them and how to apply them to tasks within your project. Open a task.Inside the task, click on the three dots and go to Dependencies. Add a “Waiting on” task, “Blocking”...

ClickUp Email to Task

ClickUp Email to Task

Learn how to send emails to ClickUp to create tasks, add emails to tasks or lists to keep communications clear, and more! How to ClickUp Email to list:  Open the task where you sent your email to.Click on the three dots.Click on the little envelope, copy the...