ClickUp Notes – where to find them, how they can be used by one or more people, and how to embed them.

There are three ways to create notes: 

  • Create a document inside of a task
  • Go to the Docs area and create one there. All of your docs will show there even if they don’t live inside of a task. 
  • Use the notepad by clicking on the little icon down on the right hand corner.
    • Use notes to make annotations about meetings, strategy sessions, embed pages, link it to other tasks or other documents, collaborative work, etc.

Watch Amalie Show You How To Use Notes in ClickUp:

Read The ClickUp Notes Video Transcript

Hi, I’m Amalie with Systematic Excellence Consulting. And today I’m going to go over ClickUp notes, and some different recommendations for how to take notes in ClickUp.

So one of the examples I’m going to use is with meetings. So when we’re having meetings, obviously, there’s some notes that need to be taken. So what I did is I set up a list here inside of operations, I did break it down in a couple of different ways. So if you haven’t watched my video on lists, yet, I highly recommend you go and do that. And the hierarchy, the video on hierarchy too, if you haven’t watched it yet, it will be helpful to understand some of the terminology.

So just really quickly, this is a space, these are lists, I don’t have a folder here, but you can have a folder, and I broke it down. So let’s say you wanted to have different lists for your different meetings or recurring items, you could do that. But let’s say you just wanted one for meetings to track all your meetings. So let’s say in your meetings area, you might want to have a meeting that isn’t scheduled. But you know, coming up, you want to have a meeting to I don’t know, like something, review blog posts for lead magnets, right, but it’s not scheduled yet. You just don’t want to forget that you want to do that. But your scheduled meetings are your weekly, your monthly or quarterly or annual annual planning.

So inside of the task, you can create documents to take notes. So I did this as an example. So if we have a weekly recurring meeting every Tuesday morning, maybe we take notes inside of a document. And so you have your items inside of here, you can take notes, you can even turn these into a task. So I just gave this as an example.

Let’s say it’s a new task. And we want to put it in the maybe we want to put in marketing or let’s just put it in personal items for now. Okay, and then I can assign it to myself, I can put a due date on it, let’s say we want to make it do for today. Okay, cool. So now, this becomes a task. And it’s in the open status, you can change the status in here, if you want, it’ll open the task up.

Anyway, I don’t want to get too far into that, because that’s not the point of the video. So anyway, you can take your notes here, oh, I just clicked on the task again. Okay, so you take your notes here, now you can embed pages. So if you wanted to keep all of your weekly notes in the same document, you could create weekly team meeting, what 615 like you could keep it here. Take your notes there. And you could just rename this to just be weekly team meeting note. Or what you could do is inside that task, you can create a new document. So let’s say we wind up separate documents, maybe that’s you just prefer to see it that way. So now it’s gonna open up the new doc. And let’s say that this is for this week, so weekly, team meeting, 615.

And then I can take my notes right here. And this is a lot like a Google doc or a Word doc or something like that, you can link it to tasks or another Doc, if you needed to do that you can, you can share this, you can comment on it. So you can have a lot of back and forth on a document.

So maybe another example I’m going to show you is like with a client, like if you’re doing a planning session with a client, you could use this as a way for you both to look at it a lot like a Google Doc where you both can collaborate on it, you could do the same here. And you can leave comments and things like that, you can assign the comments to people. So that’s another way to take notes.

And again, you can create the tasks right inside of there. So if you don’t want to live inside of a task, that’s totally fine too. You can come over here to the docs area. If I just go to all docs, now I can see all of my docs, and I can see where each of them is located. Right. So my like SAP is not associated, it’s just associated with everything. And then each of these has their own location but let’s say you want to just have like a brain dump area, and you just want to take notes and have that but maybe this is something that you do daily, so then you can associate it with a task.

So if I go to the personal items, maybe it’s personal operations, you can link it to that, so then it’s related to that. But then again, you can still take notes on it, and then it’ll be linked to it. The same thing with a client, you know, if you have a client, so if I go back to my spaces here, and let’s say maybe we want a client meeting, list, here we go.

Then inside of here, you know, maybe we have the meeting and just put the dates, maybe the date is 6:15. And you can take notes in the description or again, you can create a document in here to take notes on. And then you can even comment back and forth, or they can come in and actually work on the document together, if you’re doing a strategy session like this would be fantastic, because they’ll be able to look at it as you’re working on it or coming up with a strategy or something like that.

So that’s notes inside of ClickUp. The one last thing that I use for notes is the Notepad that I find to be really helpful. And you can do a lot inside of here as well. You can create tasks for items in the notepad and where I get that it’s just this little icon down on the right hand corner. And you can take lots of notes. A lot of times if I’m working on a client project, I will use the notes to like paste links in that I need. If I’m doing like, I don’t know something that I’m going to need to copy and paste some things. I’ll just leave it in the notes. And so then I don’t have to switch screens because I have the Chrome extension I get this pop up down or not the pop up but the icon down at the bottom on all my pages when I’m in my browser.

So that’s notes inside of ClickUp. I hope that was helpful. Again, I am Amalie with Systematic Excellence Consulting if you’re looking for additional support, getting things set up in ClickUp, figuring out the best way to use it, there’s a link below that you can book a free call and we can figure out if I’m able to support you. So thank you so much for watching.

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