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howtouseclickup update.pptx
- 1. Let’s know moreabout and how to use it ?
- 2. Let’s start ofOrganisational Hierarchy Your Account Workspace ?
- 3.
- 4. Workspace - Isa Container for everything that your working on Clickup.
- 5. One running abusiness can create one workspace to manage their business.
- 6. How to createa workspace in ?
- 7. Click the plussignin order to create a workspace
- 8. You can alwayscreate different workspace within your account and you can switch between then anytime
- 9. • Back toOrganisational Hierarchy Workspace Space ?
- 10. What is aSpace in ?
- 11. Spaces- break upyour workspace at a high level, which can be used to organise things like departments within your business or teams
- 12. This is yourspace.
- 13. ClickUp is fullyCustomisable You can change your space view by clicking Sidebar Settings, Then Layout size & style
- 14. You can anylayout size & style of your preference
- 15. You can Createa folder within your space by clicking here. Then select New folder
- 16. ● Back toOrganisational Hierarchy Space Folder ?
- 17. What are Foldersin ?
- 18. A Folder houseslists. Folders can be things like projects, clients, anything that help you break up that space
- 19. After you createyour Folder, you can create List.
- 20. ● Back toOrganisational Hierarchy Folder List ?
- 21. What are Listsin ?
- 22. Lists are wheretasks live. They're task lists. Each task must belong to a List
- 23. This is yourLists as an example:
- 24. ● Back toOrganisational Hierarchy List Task ?
- 25. What are Taskin ?
- 26. Task - apiece of work to be done or undertaken
- 27. Highlighted here isa task to be done.
- 28. Every task liveswithin a list, where the majority of your time in
- 29. Each Task hasassignees.
- 30. You can assignthe task to yourself or other team members. Click Here.
- 31. You can clickthe task, for you to create a subtasks if needed.
- 32. This is insidea Task. Scroll down.
- 33. Add your Substaskor a Checklist here
- 34. By scrolling downyou add an attachment within your task
- 35. You can attacha file from different sources.
- 36. To be moreefficient, a task should have a due date. Click Here.
- 37. Select the mostrealistic due date on your task.
- 38. Good feature isyou can set as recurring task.
- 39. You can choosethe frequency of your task.
- 40. You can customiseyour view of Task on your List
- 41. You Have Noticed aPlus sign at the lower right bottom
- 42.
- 43. You still gotother functions available at the very left portion
- 44.
- 45.
- 46.
- 47.
- 48.
- 49.
- 50.
- 51.
- 52.
- 53. Let’s try todo something using
- 54. Let’s say you’llstart a new project and need to create a workspace. Click Here.
- 55.
- 56. You will beask who will be joining this new workspace.
- 57. The next stepsin creating a new Workspace are just like how we started in setting up the account. We can have a Recap.
- 58.
- 59. For Group orTeam User
- 60. For Group orTeam User
- 61. Inviting members onsetof creating your Workspace
- 62. Invite members orclients to be part of your created workspace.
- 63. Enter their emailaddress/es
- 64. Some will alsoinvite you to be there in their own workspace. Ican show you an EXAMPLE.
- 65. Example :You’ll receivean email invitation. Click Accept.
- 66. A pop upwill appear, Just Click Join.
- 67. It will shownow that you have your Other workspaces.
- 68. Create a newfolder by clicking folder settings here
- 69. Type here yourdesired name of your folder
- 70. Your name willappear here along with other members, colleagues your working with.
- 71. Highlight here fortasks that needs to be accomplished.
- 72. Assign a taskto yourself or whoever who will be doing it.
- 73. You will knowright away who are assigned to each task based on Avatars
- 74. Due dates arejust beside the assignee.
- 75. What will happenif did not do your task on assigned due date?
- 76.
- 77. An email willalso be received to remind you of your task.
- 78.
- 79. To prevent delays and overdues, Itis available on mobile