Check out this video where Briar, the Systems Witch, and Amalie from Systematic Excellence, discuss the differences and similarities between ClickUp vs. Notion, two of the most popular online collaboration tools for businesses and teams.

P.S.: Click the hyperlinked text to go exactly to the part of the video where we mention each feature!

ClickUp is an all-in-one tool to manage people and projects. It is the perfect app for businesses, entrepreneurs, and personal use; with ClickUp, you can manage your time, workload, take notes, create tasks and reports, and collaborate with other teams.

Similar to ClickUp, we have Notion.

Notion is a real time collaboration tool for teams and individuals that need to track their projects, share docs, manage data, brainstorm new ideas, organize meetings, and more. Notion is the one tool for your whole team to keep it organized in one single place.

As you can see, both apps sound pretty similar and solve the same needs for business owners, however, there are some vital differences that we are about to cover.

ClickUp has a Homescreen, where you can see your upcoming tasks, calendar, reminders, agenda, mentions, and more. It is one of the most useful features as you can get an idea of how your day, week, and month will look like.

On the other hand, in Notion, there’s no predefined homescreen; you build your own homescreen and customize it according to your specific needs. 

Then, another extremely useful feature is the Notification Center, where you can see all the notifications going on in tasks where you are mentioned or assigned to. Both Notion and ClickUp have this area, so you won’t miss any deadlines or important mentions.

Both ClickUp and Notion allow users to get updates on tasks, mentions, comments, etc, making it easier to receive important notifications.

A big difference between both apps is that Notion doesn’t have many integrations yet as they just recently released their API, however, you can sync your Google Calendar and look at your upcoming events and reminders in Notion. ClickUp counts with many integrations to cover most of your business needs.

Regardless of the size of your project, you can break it down into smaller pieces, as many as needed. That’s why both ClickUp and Notion have their own version of a Hierarchy.

Notion’s hierarchy is a bit different from ClickUp’s in that it is broken down or organized into databases, pages and checklists, whereas ClickUp is organized into spaces, folders, lists, then tasks and subtasks. 

ClickUp has different views that allow you to see your project in the way that works best for you, for example, timeline or list view. In Notion, you can create your view to see exactly what you are looking for.

If you delete something by accident in Notion, you can still recover it easily from the trash can, so you will always have access to everything you’ve deleted. It works very similarly in ClickUp, as you can get them back from the trash can, although there is a time limit.

The way you can break down your project in ClickUp depends mostly on how big the project is going to be, how many people are involved or the amount of tasks and processes. Notion mostly works by creating multiple steps that you can check off with checklists to keep track of your progress.

Both Notion and ClickUp make taking notes very simple for users, and you can access them whenever you want. The biggest difference is that in Notion, you can also drag and drop stuff into your note.

Relationships between tasks is a very important feature in ClickUp. You can create dependencies so one task blocks another task, meaning that if you want to start a dependent task, it will give you a warning that your task is waiting for another one to be done. In Notion, checkboxes are not attached to a project specifically so you can’t interact with them from another database, so it’s not possible to create relationships between tasks.

In ClickUp, you can use the description area to embed a Google Doc with your SOP, so if you ever need to modify your SOP, you just modify your Google Doc once rather than manually going through all of your tasks and updating the description. In Notion, SOPs are built out natively and all you have to do is link to that page.

Add members and guests to both your ClickUp and Notion accounts, give them specific permissions and share exactly what you want in each. This is useful for businesses that work with contractors or clients that need to access some parts of the internal project tasks, but not all of them.

Flexibility on both apps vary depending on your type of account. In ClickUp, you can have a free, business, or unlimited. Depending on your account, you’ll be able to change permissions, add more members, and give access to other people on different levels. In Notion, you pay $10 per additional person per team. Team members have access to public databases but they also get the benefit of creating their own private databases.

With Notion, you can give, remove, and tune access to other members all the way down to individual pages. While in ClickUp, you can also give people access to specific things depending on your plan.

Making sure you reach deadlines on time is an important part of any business and client relationship – that’s why both ClickUp and Notion allow users to assign due dates to tasks, that way you can be sure you can track the progress of each task to completion.

Watch Amalie and Briar Show You The Features in ClickUp and Notion:

Read The ClickUp vs Notion Video Transcript

Amalie Shaffer
All right, good morning, everyone. I am Amalie Shaffer with Systematic Excellence Consulting, you are watching the ClickUp Mastery YouTube channel. And I’m here today with my good friend Briar Harvey. And we’re going to do a series of videos comparing and contrasting ClickUp and Notion. This is not a one is better than the other. This is just showing the differences.

I think it’s really important to break down the differences because ultimately, when you’re using a project management tool, it really doesn’t matter which one you use, as long as you’re using one, right and you commit to using it. So we are committed to showing the differences between the two, to help you make a better, more informed choice when you’re deciding on a platform. So Briar, we just do a really quick intro, you know, tell people who you are. And then in the show description, I’ll put a link to your website so people can find you. You know, to get more information, but just do a quick interview or interview intro.

Briar Harvey
Hello, y’all I am Briar Harvey I am the Systems Witch they call me. I work primarily with neuro diverse entrepreneurs. So that’s ADHD, autism, chronic depression, anxiety, any of a chronic neurological or hormonal chemical imbalance. And so I help these folks plan, right, I help them take the really big ideas and put them into a system, which for my people is very frequently in Notion because it is not linear, it is very easy to make it work for the way that your brain works.

Amalie Shaffer
Awesome. Okay, so what we’re going to do is we’re gonna start with the hierarchy, well, what we’re gonna do actually start in this home screen. We can’t share both screens at the same time. So the screen you’re looking at right now is ClickUp and that’s my screen. And then we’re going to switch to Briar screen as we start talking about the differences between ClickUp and Notion.To start here, let’s just start with the home screen. So the home screen is basically your inbox, your inbox for different things that are going on, this is my test account. So right now, it’s not showing that anything’s due because this is where I build out templates and things for videos.

But if I had to dos, right, they would all be listed here. Anything you can see I have overdue stuff so it’s going to show you whatever I have overdue, and it has a calendar over here that you can sync with your Google Calendar, whatever, so you can see your appointments. You can also sync your tasks with your calendar. But I don’t recommend doing that because it can get a little overwhelming. But you can sync this with your calendar to see your appointments to fit in when you’re going to get certain things done.

Then down here you have the different tasks, it also shows unscheduled. So if you have places where you’re just putting some information instructions, but don’t have any due dates, that’s where they would be.

A lineup is tasks that you set to the lineup that are important for the day. And you would do that inside of the task. So if I open this task up, and I click on here, it says add to lineup, it’s already in my lineup. But if I want to add it to my lineup, I would just click there and click on my name and it’ll add it there.

So another part of this, you can see your agenda for the day, tasks, reminders, whatever you have assigned to you, any mentions. So if someone mentions you in a comment, it would be there. And then if there’s comments on things, any done or delegated tasks, you can see them there. So this is just the basic look of the home screen inside of ClickUp. This is where I live in the morning when I’m coming in figuring out my day, what I have going on, this and the Notification Center.

The Notification Center, I’m just going to open this up really quick. So then we can go over this in notion as soon as I show it. So this is the notification screen. This is where you’re going to see different changes, and all of these notifications are based on the settings that you have preset in the settings area of ClickUp.

So, Briar, why don’t we go over how you have sort of how you set up, kind of like the home screen in notion. I’m just gonna switch screens here really quick, and I’ll let you go ahead and go over that.

Briar Harvey
Okay, so Notion does not have any predefined dashboards. You have to build your own and you’re building them out based on what you need to see, I’m actually going to show you three different dashboards really quickly. They’re all mine and they’re all the same data but it allows me to examine it and process it in completely different ways.

So today is today, these are the top three things that I want to be working on today. These are projects that I specifically have sorted out that are active. These are tasks that I specifically have sorted out as active. And this is a checkbox here, which there are tasks, but they’re not attached to the task database. For me, these are one off type things. These are longer projects, different from projects. I know, it’s a lot.

Amalie Shaffer
Can I ask you a question really quick about that? Okay. So in your today, can you change the format of what that looks like? Could you change stuff to finish to something else?

Briar Harvey
Yep.

Amalie Shaffer
Can you show that really quick?

Briar Harvey
So all of these are titles, right? I can change this to say whatever I want it to say the heading. stuff to do. These are direct links to other places, you can see that by the little arrow. Notion drags and drops. So if I just want to move something, I just move something.

Amalie Shaffer
And you could add another section in there at the bottom if you wanted to, or whatever, right, you could add…

Briar Harvey
Yes, you can add another to do list. You can add a block, that is a call out box, that’s specifically what those are right there. You can literally control all of the design of your dashboard, to make it visually something that you want to do all of this stuff, the icon, the background, all of that changes. And I’m working currently in dark mode, because I’m blind and I have to have dark mode.

Amalie Shaffer
Fair enough. So one thing that would be comparable, so in the ClickUp homescreen, you can’t really move things around in that way. But what you could do is you could create a doc inside of ClickUp, that would have a similar setup, because you can add images, you can add, like when you were adding that headline, that scroll menu to add those different things, looks exactly like the one in the ClickUp docs. That’s exactly what it looks like. You can embed, you can do all those different things.

So if someone wanted something like this in ClickUp, they could do it in a doc. And that would be like your go to document that you look at every day. So you could set something up similar to this in ClickUp, and then you are about to go somewhere else when I interrupted, I apologize for that.

Briar Harvey
What I want to show you though, one of the disadvantages that I find in Notion, the API was just released publicly to beta within the last couple of months. So it’s still brand new and fresh, and the integrations aren’t spectacular yet.

This is my Google Calendar here. It’s a drop in of the page, I can’t interact with it here. I can click on it and see it. But in order to edit, I have to go into Google Calendar. In order to add a task from notion to my Google Calendar, which I strongly don’t recommend, by the way, but if I wanted to do that, I would have to use Zapier or there is no native integration for me to be able to set up a link between my calendar or my task list and notion. So it is very much a standalone platform in that way.

Amalie Shaffer
I just, I’m going to switch back to my screen really quick. I can show kind of what I would, if someone is in ClickUp, but they like the way that you had that agenda, I want to show kind of how I would do that.

I’m just gonna switch back to mine really quickly. So what you could do here is you can actually build out something similar because, excuse me, you can link to different tasks in this so you could even essentially build out. Let’s see, you could build out something similar.

Let me see here. Oh, here we go, this is what I wanted. So if we did a list, we’ll do operations. And we’ll just do meetings for now just to show it. So you can embed pieces of lists inside of here.

Now, it’s not going to look exactly like the way that Briar has it inside of, excuse my overdue due dates, I haven’t come in and cleaned it up. But it’s not gonna look exactly like it does in Notion the way Briar has it set up, which I actually really love. But you could set something like that up inside of a doc to essentially replicate what’s in there. So if we came down here, you know, get your items for today, you know, you could go into each of the tasks, let me find a good, there are all sorts of not very good options.

By the way, let’s just say it’s this one, and I’m just going to grab the link to it, and then I would just come over here and you can just put the link to it, then the task is there so you can get to it from here or check it off. Then again, you can embed lists here and it tells you exactly where it’s at. So you could essentially build something similar.

Obviously, the way Briar has it is better. But if you are in ClickUp and want to have something like the way Briar has it, there’s definitely some flexibility to do that. So okay, let’s roll unless, did you have something else you wanted to add about what we were just talking about? Oh, hold on.

Briar Harvey
Oh, that’s me. Okay. Do you want to show really quickly what following tasks look like? So these are very specifically all in here. These are the ones that I am following and unfollowing. I really like how well Notion gives me updates, I can get them emailed, I imagine that’s probably pretty similar to ClickUp. But it’s an absolutely vital for me…

Amalie Shaffer
That’s like your notification center, like what’s coming up do or what’s overdue?

Briar Harvey
Yep. And when I have a comment or somebody interacted with something, there will be a bright red number here that I cannot ignore.

Amalie Shaffer
Okay, awesome. That’s great. So let’s roll to hierarchy, like what’s going on that left sidebar? There are some similarities. I’ll let you go first. And then I’ll switch to my screen. And then I’ll go over the hierarchy in ClickUp. But let’s, why don’t you go ahead and like walk us through that, you know, projects, or however, and use the terminology because I know switching between systems, the terminology is different. Like if you’re going from Trello, as well, you can make ClickUp look like Trello but the terminology is different. So I’ll let you do that. And then we’ll switch to mine.

Briar Harvey
So when we’re talking about hierarchy in Notion, it’s basically however you want to design it. I call this my brain. It literally is, all of my things are here. So let’s look at projects and contents. And gardening dashboard, which I do not mess much with, because it was a template for Marie Poulan. But it’s amazing.

Amalie Shaffer
So I actually have a gardening, I actually did a whole video on ClickUp for personal use and did a gardening one. So I can show that in ClickUp.

Briar Harvey
So that’s awesome. So gardening here. And this was again, not my setup. These are links to where you want to go. And as you scroll through, these are specific activities in the database. You can see them sorted out by month. You can see additional nodes here. And these are one off tasks. Again, not specifically attached to a project database. These are cards, they’re all different databases with different setups,

Amalie Shaffer
So they’re all enclosed into one, what would you call it, database?

Briar Harvey
No, they’re all different databases on a landing page. One thing that I would say about notion that is difficult. So let’s go to my projects here. This is timeline view, these are my current active projects. So you can see them in the timeline, there’s no way to check this off as done. So that’s why Notion has the one off tasks with the checkbox, because that can be checked.

But a project only moves through phases, right? It moves through stages, perhaps this is when I’m going to work on it. It can be tagged. But ultimately, it is either in my system active, inactive or archived, there is no way to actually physically unless you have a box, which you add to the dashboard. Let’s see this is calendar view, let’s look at,

These are the different views.

I can mark something off as done here. But it doesn’t, it doesn’t change the entry at all. It’s just a tick box. So it remains as a static entry in the database. One thing I like about Notion, though, is that everything still exists. Even if you delete, you have to manually go in and really physically delete each item in your trash can. So basically, everything exists forever. And you’ll have access to go back to all of it if you’ve accidentally thrown something away or trashed it.

Amalie Shaffer
It’s similar in ClickUp, you can archive things and if you delete them, you can get them back, I think there’s a time limit. Now, how would you mark one of those line items? Done, off, like over move it out of the way? So you’re not seeing it anymore? You would have to delete it? Oh, wait, I can’t hear you again.

Briar Harvey
In my task database. I have phases, right? Status. So it moves from an idea to published or abandon, but it’s not ever out of the way. If I change this, it’ll move it out of the sore, right? It’s no longer there anymore. Right? Okay. Even just checking the box, I still have to change the status in order to move it down in order. Okay.

Amalie Shaffer
Okay. Can you go back to one of your projects? And then, so if you have a project, and then you have like, subtasks, part of the project to get it done, can you show us like that sort of layout? So then I can compare that to ClickUp?

Briar Harvey
Yep. Let me take a look at one that’s mostly finished. Okay. So this was a workshop I ran a couple of months ago, I still have to put up the final landing page. But these are specifically people that I contacted for affiliates, this is a link to their individual contact card in my contact database. Okay. And these are all additional pages.

So I can click here and go through what I was writing about. I can click here and see the notes that I read for during the slideshow. And, again, inside a note or a page, if it’s text based, it’s virtually like a doc although Notion does have this wonderful drag and drop stuff. That’s amazing.

Amalie Shaffer
And then if there were tasks to do to complete it, that would be in the checklist area, kind of?

Briar Harvey
Right. I can add them here. I can make a hierarchy.

Amalie Shaffer
We can nest them, right.

Briar Harvey
I can nest them. Yeah. But they’re not their tasks. They’re checkboxes. They’re not attached to a project specifically in a way that I can interact with it from another database. If I want to interact with it in another database or in another place, there are a couple of things I can do. I can copy this. And I can duplicate it in a way that allows me to clone it. It’s not doing it properly here. But it allows me to change it the same way in both places. Okay. But it’s still a duplication. Okay, I want to interact with the database. Here, it’s got to be in an actual database, right?

Amalie Shaffer
I’ll have to link to it. Like a relationship.

Briar Harvey
It is absolutely relational, yes.

Amalie Shaffer
Okay, let me, let me switch over to ClickUp really quick. And then if you have questions based on what we went over, in case, I forget everything we went over, you know, just chime in. I’m going to just switch over here really quick.

So ClickUp has your workspace, which is everything, then spaces, then it’s folders, lists, and tasks. Once you have if you have a project, so let’s say it’s the client project, and I click on the folder, I’m going to see each of the phases inside of here, and you can look at it however you want, right, and there’s even a timeline, you can do a timeline view, excuse me, similar to what Briar was showing. If we want to, I can zoom out.

We can see, you can do a timeline view, I prefer to look at things in a list view, that’s just me. So you could have where you would have your phase one, maybe strategy production execution, and then have your task list in progress, ready for review, on hold or complete. And then the same thing over here.

Now what you can do is you can have relationships between two tasks. So we have this task in production, this test task over here, I’m going to just edit the name to make it easier to find. And then you can do a relationship. So if this item one is actually related to that other task, right, you can create dependencies. So if I wanted a dependency meeting, this is blocking another task, then I can click on the tasks that it’s blocking, and it’ll show that and so then the person that is maybe assigned, if it’s a different person to that other task, they’ll get a notification that says, “you’re still waiting on something else”.

If I wanted to just relate it to a task, then we would have a task relation here. And then if I go down to the task over here, the task will be linked here to make it easy to go back and forth between the two.

You can set up automations where, if you put something in one task, it can create an automation to, you know, put the information in the other or apply a template or something like that, there are options for that.

So whereas Briar was showing the project, and you have to decide whether you want the project to be at a folder level, or add a list level, now one project might be just a list, and that’s totally fine. It depends, the way that I really think about how to break it down is how many people are gonna be working on it, how many tasks are involved, or processes.

If there’s more than one process involved, I recommend having a folder and then breaking those processes down by a list because it can get a little overwhelming if you have multiple processes running inside of one list.

For example, for content production, we break it down into like blog post production, podcast production, social media production, they’re all content management or content production, but they each have their own process that requires multiple steps. We keep those separate, and then inside you have options of subtasks and checklist items.

It’s slightly different than Notion but you can do the same things where you can have checklist items and the way that I really decide whether something’s a checklist item or a sub task is, is it its own piece of the process? Like design or copywriting is its own piece of the process, almost a sub process.

Briar Harvey
But there are multiple steps, and for me, that’s the difference too. The tick box is a one off thing that is…

Amalie Shaffer
Like a reminder, right?

Briar Harvey
It’s the smallest form of the task. But my task database includes things that are multi step.

Amalie Shaffer
Yes, yeah. So like, design is a sub process of the main process, right? It’s its own piece of it. And then within the design, it’s going to have a checklist item that’s like, make sure that you name the files properly, make sure you close out the task you’re done, or put it to ready for review, like those items are in there. For the design task, and then any communication, any comments that would be over here.

And then what we’ve been using the description area for is embedding the Google Doc, the SOP. So you can put you know, specific instructions, like one off tasks, we’ll type the instructions in the description area. But when it’s an ongoing process, we embed the Google Doc with the SOP in there to make it easier to find, versus constantly putting the same directions. And if you update the SOP in the Google Doc, and it’s not embedded, then you have to go back to all the tasks and update the description. So that’s why we embed the Google Doc in there to see it.

Briar Harvey
SOPs are built out natively in Notion and you just have to link to that page.

Amalie Shaffer
Perfect.

Yeah. And you can build SOP in Docs in ClickUp, and then embed those as well. I did a whole video last week on docs and how I do that embed. If you are going to do SOPs, you can embed them here. So where you have your SOP list, then you can hyperlink to them. And then maybe have your marketing hyperlink to the sub processes, you can have them here, and then here’s your SOP.

And then here’s some additional pieces, like any templates that are associated with this process, or whatever, so then you can embed this whole thing in there. So if I was going to embed this, I would just copy the URL, I’m going to go back over to where I was in spaces. Let’s just say, let’s go into this blog post, and I want to embed it, I’m just going to do the slash mark, see how this menu is like almost exactly the same as Notion’s that looks so similar to it.

Then I click on embed, I would just put the link there. And now it will embed and you don’t have to embed it, you can just put the link, but I prefer to embed it. So it’s actively right inside of here. And then you can switch to whichever, you know, if you want to see all the marketing, you can switch to that as well and see those from there.

Briar Harvey
That is nifty. I like that.

Amalie Shaffer
Yeah, it’s really nice. Instead of having to like, and if you just want to open it, you can just click on it to expand it. If you don’t want to see it in the smaller window. And now I was trying to think of what else we went over to show the comparison.

Actually, can you go over assigning, members and things like that in Notion, and then we’ll do it inside of here. So like in ClickUp, if I have a team, I can assign tasks, subtasks to multiple people, to one person. And I can do, well, let’s start with the assignment, the assigning of things.

Briar Harvey
In a database, there is the ability to set up a field for that. So that’s currently working in mine, and I just

Amalie Shaffer
Hold on, let’s talk guests and members. So how is it when you share Notion with people? Sorry, I feel like we kind of, I didn’t mean to skip that step. Let’s talk about that first and then.

Briar Harvey
So sharing in Notion is sort of complex. I can add members to the entire platform.

Amalie Shaffer
Okay, and you pay for them?

Briar Harvey
Yes, you pay additional fees for the members. It’s $10 per person, per team. For a team member to have access to Notion, they get the public databases, but they also have the ability to create their own private databases, right. So if I were to invite a teammate into my personal Notion, they’d be able to build out as much as they wanted within their own personal Notion that I would never have access to.

Rather than doing that, what I prefer to do in terms of working with contractors or even when I share this, because I use Notion for clients as well. So what I do is share it at the page level. And here Sarah is my podcast co host. Heather is my executive assistant. This allows me to, it’s an integration from Gmail to Notion. So they can see everything that I add in this database. When they log into Notion, they will see this database, but they won’t see anything else if I haven’t granted access to.

Amalie Shaffer
Okay, so how low of a level can you go with giving someone access.

Briar Harvey
All the way down. If I wanted to remove access here, I absolutely can. Right, I can just remove from this specific page. And you see it doesn’t, this page will no longer inherits share settings from the parent page. So I can fine tune access all the way down.

Amalie Shaffer
Okay, can I just switch over because I do want to show ClickUp that really quick. So in ClickUp, it’s actually similar because you can give access to, if it’s a guest, you can actually it’s not just guests. But when you add a guest, you add them as, so there’s members and guests, and guests, you give access to specific things, whether it’s a task or a list, you give them access to specific things. So here like I could add people here.

And so this is showing me who has access to this. So me the owner, and then I added myself from another email address as a guest and I can change what kind of access I have. This is a free account. So you don’t have as much flexibility as you would have with business or unlimited. But you can give access at the list level, even at the task level. So let’s say I gave someone access to this list, but I didn’t want them to see one specific task, I could make that task private, and then they can’t see it.

Then I could just add specific people to this particular task. But now they would be able, if I added them to the list, they’d see everything but this locked task. So it’s similar with members. Now with members, when you give them access, they essentially have access to everything. And then you would have to like just remove them from certain things if you don’t want them to have access to it or you could lock a whole space.

So if I don’t want anyone to be in the home space, then I can just make it private. And then I could add specific people if I wanted to. So now this is private so now no one would be able to see that or get access to it. Members you pay for and with members, every time you add someone, you get an additional five guests based on that.

When you have someone in your business regularly giving them the member access that you actually pay for is I think better because they have access to more things. They can create tasks, they can do things like that. Now, when they create a ClickUp account, they have their own free account that unless they pay for it, that they can do their own thing, but then they just get access to your workspace.

So here I have a couple of different workspaces that I can click to. Now if someone shared a workspace with me, I would be able to access it from here. If I wanted someone to have access to my workspace like I’m paying for someone, I would add them to a specific workspace. And then they would have access to all of these things except what I removed them from.

Now guests you have to add, if you have a guest, let’s say you have a contractor working with you and you add them to one list. Let’s say you add them to meetings, but then you realize, oh, they’re going to actually work on this client project, you would have to add them to the folder that would give them access to all these lists or a specific list with whatever they want access to.

So you would have to add them each time that they needed to be included in something if it’s a guest, if it’s a member, they’ll have access to everything unless you remove it. Okay, so let’s go back to over here. And let’s talk about assigning stuff with your team.

Briar Harvey
So let’s take a look here. I’ve got some delegated stuff here already. Okay. All right. All right.

Amalie Shaffer
So and just tell me again, what you just clicked on, that’s a page, right? Or a sub page?

Briar Harvey
That’s a page. And you can open it as a page up here. So if I was assigning someone to it, I could do that here. I can also do that on the individual levels. So if I wanted to go, so if I wanted to give this task to someone specific, I just add them.

Amalie Shaffer
Okay, cool. And then they’ll get a notification about.

Briar Harvey
They’ll get a notification. I forgot to tell Heather, I’m gonna have to apologize to her later.

Amalie Shaffer
So when they get a notification that will be in what you showed your notification center, but it’ll be in Thurs. Okay. And then when they, if they click it done, like they check it off, will you get a notification that it was completed?

Briar Harvey
That’s a good question. Yes. Because I’m following the page. And I’ll get notifications of the changes to the page.

Amalie Shaffer
Okay, but you could turn that off if you wanted to. Right, right. Okay. It’s similar in ClickUp. If you’re a watcher on a task, or then you will get the notifications, and it depends on what you set up in the Notification Center.

If you turn off, like certain things I don’t want to be notified of status updates, then you can remove that. And then you won’t get notified. Okay, so that’s assigning. Are there other things for assigning like, could you assign a whole page to someone? Or does it have to be like the checklist items?

Briar Harvey
So in a database, I can obviously assign it through the currently working and select that person. Okay, I can tag them elsewhere. And any place I tagged someone, they’re going to get an interaction with it.

Amalie Shaffer
Okay, and a notification.

Briar Harvey
And a notification.

Amalie Shaffer
Okay, so I’m just going to switch back to my screen really quick. Okay, so for assigning, and how we generally handle it, is, if, for example, let’s say, I’m going to go back to the blog post production. So let’s say we have one person that manages the overall process, the operations person, right, I’m gonna put that as me. And then inside the task… this one doesn’t have the, let me do it over here.

So this is assigned to me. And then for the subtasks, there’s different people that do these. So I would assign it to Amalie, I’m going to send this one, maybe I’ll do this one. And I’ll do this one. So we can do that. But I can also assign it to more than one person.

And that the other nice thing is you can assign checklist items as well. So if you have two people working on the main task, but you want to assign specific checklist items, you can also do that as well. And the way that we generally manage assigning is the main task of this is specifically for like ongoing operations, like something that is recurring, the main task is the person that’s sort of overseeing everything.

Then the subtasks are the pieces of the process that are getting done, they get assigned to whoever is working on them. Then the due date of the main task is when that actual project is to be completed, published, or whatever the end goal is of this process. And then the due dates of the subtasks are going to be when those pieces, those milestones to get us to the end goal. And then you could break out each of these into a single task, you know, the copy could be a task, but because it’s an ongoing operation, and we have multiple blog posts going on at one time, we keep it within a task.

Now for a client project, it might be different. For example, in phase one, each of these items might be their own tasks versus having like creating a whole nother hierarchy of a task with sub tasks, right, these might be all the different items that need to be done. And then they get moved into in progress. So you have some flexibility on how you can organize those things in there, and then again, you can assign multiple people.

So let’s go over like due dates in Notion and how you would assign due dates to, if let’s say you have like one main project that’s due in six months, but then you have multiple pieces to it. And each of those are going to be due at a different time prior to the end date of six months from now.

Briar Harvey
So in notion, I can add multiple date fields. For example, here I have a start date. And this is when this project ran. The due date can be any time I want to assess it. And remember, this is for projects specifically, right? So each, then individual, task or card can have its own due date. If I am linking to tasks, those all get their own due dates.

Amalie Shaffer
Okay, can you show us? Can you show the task due dates? Like how that would look?

Briar Harvey
So it’s almost the same? It’s the same database, let me see if I can pull one up. I don’t have one with like, date in here. Because I don’t really operate around due dates, if I’m being very honest.

Amalie Shaffer
Fair, that’s fair.

Briar Harvey
But if I were to look at a task, I can, now all my tasks and in my content database as well. So there’s a due date, there’s a recording date, there’s a publication date.

Amalie Shaffer
I kind of like that, and that will show up on your calendar, will they show up on all your whole calendar.

Briar Harvey
Right. So I have the ability to sort out by different dates, if I want to. This is my content calendar is set up by publication dates, but I can also shift to recording date, if I want to see what all of those were, I can shift to do, see, no due dates. But I can change all of those fields on the same calendar. Or I can create another view that will allow me to specifically show what I’m looking for.

Amalie Shaffer
Cool, okay. And then, let me just show this really quick. So similar to Notion how you had like the start and end date. So for, let’s say, the client project, you want to just do a task that says, you know, project, I don’t know, in progress or something, or whatever. And so, maybe this is the overall task to let you know, when it’s going. So let’s say the start date, you can do a start and end date. And then you could look at the calendar view. And that’s not the calendar view, this is a calendar view.

Oh, I think I need to, oh, it’s not a sign. That’s why hold on a second. Oops.

Okay, so then I can see the project in progress, you could give each of your clients like a task, that’s the start and end date to track your like, what’s going on? How long is this project going to last. And then inside of there, each of the tasks will get due dates, where you would be able to put a specific due date. And then as long as they’re assigned, then you can see it in the calendar.

You can also in the calendar view, you can show you can show ones that are not scheduled, or you can see overdue, but here you can see, you can start to see the calendar view, you can also add tasks within the calendar view. For subtasks, you can add due dates for those.

If you move inside of a main task, something I like is that when let’s say let me go back to this blog one, and I give if I give a due date, let’s say this one is due today, but then I’m going to give this one a due date of today. And then let’s say that I move this to Monday, it’s going to pop up. It’s going to pop up a reminder, I don’t know why it’s doing that but it’s gonna pop up a reminder that asks me if I want to move the other date. And so then I can I don’t know why it’s doing that. But anyway, let me refresh my screen.

Sorry. Anyway it’ll tell me like, because you change this do you want if I move this to Monday, it’s gonna pop up, do you want to change the subtask and I can change it. And so then it’s gonna change it to Monday based on the difference between the dates that I had originally set, which is I think it’s a really great reminder.

So alright, so we did due date.

Briar Harvey
We’re at 45.

Amalie Shaffer
We are. Well, what I want to do so, Briar, I really appreciate you being here. And I actually would like to do next week, if we could do another session and maybe go into I mean, obviously, there’s a lot more, there’s a lot more differences that we can touch on. So I’d like to do a little bit more if anyone is watching now or watches the replay and you have questions or things that you would like to see the difference between.

Briar Harvey
Specific requests we’ll take them.

Amalie Shaffer
And we can cover those next week. But thank you so much for being here. Again, I am Amalie Shaffer with Systematic Excellence Consulting. This is Briar Harvey. And we’ll be back next week 11am. Eastern on Thursday, and we will touch on some more. Let me just remove this.

Touch on some more items and differences between ClickUp and Notion. So thank you so much for being here. And if you want to get in touch with Briar Harvey, then her information will be in the description. I’ll also put the link to book a call with me in the description as well. And thank you so much for watching. All right, bye.

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