Here's why you need to organise your workday with ClickUp

Have you heard about this productivity app called ClickUp? If not, let me tell you about it. I’ve tried a lot of the competitors like Trello, Asana and Monday, but there’s just no comparison in terms of what you can do and how you can customise inside this project management platform. And you don’t have to be operating a team or even have a business to use it to get yourself organised. I’ve been with ClickUp for over a year now and they just keep getting better and replacing more of my outside needs. It’s fully customisable, and really is an all-in-one productivity platform.

With ClickUp, you can now:

• Assign tasks and subtasks to anyone in your team.

The second you delegate the task, your team members get a notification in their Inbox.

Direct your team to do tasks in a specific order, based on the urgency & priority.

• Monitor your team members’ progress without leaving your desk.

In just a glance, you see:

• What they’re working on

• What tasks they’ve completed

• Who’s overloaded with work

• See detailed Gantt views:

Drag and drop tasks onto the Gantt chart and adjust their duration with ease.

You can even draw a line between two tasks to create Task Dependencies.

• Manage powerful Agile projects:

ClickUp Scrum Boards:

Arrange your tasks by Status, Assignee, Priority, Tags, and Due Dates, so you can find tasks in a flash.

• Kanban view:

Add a WIP (Work In Progress) limit, so your team doesn’t flood their workload with too many tasks.

• Project Sprints:

Break down any complex Agile project into multiple sprints.

Just select the start and end date for your first sprint, choose the number of sprints, and boom. ClickUp automatically creates all the sprint lists you need.

• Sprint points:

Assign points to each sprint task to estimate how long a task will take.

Sprint points indicate the complexity of a task.

• Agile Dashboards:

Monitor your project metrics all on one page.

Set up a unique Dashboard with tons of Widgets such as Velocity Charts, Burndown Charts, Burnup Charts, Cumulative Flow Charts; you name it.

• Make Annotations:

Give precise feedback to your design team, even when you’re miles away from their desk.

• Do Screen Recordings:

Instead of explaining how to do a certain thing, why don’t you just show them how it’s done?

• Set Project Goals:

Break down your Goals into smaller Targets that can be used to track units like numbers, currency, task lists, etc.

• Create Project Forms:

All the responses are stored directly in your Workspace, and in just a few seconds, you can assign new leads to your sales team.

• Set Project Reminders:

Not only can you create and schedule text reminders, but you can also add attachments too! And if you have a forgetful team member, you can delegate a reminder to them too.

• Create Project Automations:

Automatically assign team members to a task, change task status when a due date arrives, or create your own custom automation!

• Create Project Docs:

Create rich-text Docs for your marketing plans, reports, strategies, and other files. You can store them all in one place within ClickUp and even attach them to tasks.

You can also edit and collaborate with your team members in real-time, Google Docs style.

• Build Project Mind Maps:

Place the campaign theme in the centre of the map, and add all the related ideas that pop up in your head. By connecting similar ideas to each other, you can organise your thoughts with ease.

• Set Recurring Tasks:

Forget about paying your bills…because ClickUp will remind you to pay them instead!

Create a Recurring Task to be notified of weekly or monthly payments. And once you close the task, another one is created and scheduled automatically.

• Calculate with Formula Fields:

Make simplex and calculations on Custom Fields. You can figure out stuff like the cost of a marketing campaign, new product orders, etc.

• Create Column Calculations:

This comes in handy when you want to quickly calculate total project costs, freelancer expenses, and anything else.

• Organise your Folders:

Quickly add relevant task lists to each folder.

Attach all your relevant files to a task, so you’ll never misplace them again.

• Create Custom Fields:

Add a field for budgets, labels, dropdowns, and many more.

• Add Guests:

It’s time to finally say goodbye to those bottomless email threads.

Bring your client to your digital workspace as a Guest. This way, they know how their project is progressing, and they can interact with you directly in ClickUp.

• Time Track:

Keep track of hours worked on a task, so you can send an accurate invoice to your clients.

• Create Templates:

Create templates for you, your team or your clients to use so that you never have to do the same things over and over again, the templates feature is a total time saver!

• Integrate your Google Cal (2-way integration):

Sync your tasks with 2-way integration, so that when you add a task to your calendar, or view all of our calendar appointments directly in ClickUp.

• View & Create Dashboards:

Dashboards are a way to view almost anything you want from your workspace in one view.

You can even create a banner for your dashboard and embed YouTube videos! There are infinite ways you can set up a dashboard and you’re allowed to set up more than one.

• Design Automations:

If you find yourself repeating the same tedious things inside ClickUp, chances are there’s an automation for that. You can automate from all levels to trigger events to occur. So if you want to create subtasks every time a task is created or when it’s moved to a new status, you can set it up to automatically bring in that template. You can even automate emails!

• Save emails to ClickUp Tasks:

Sometimes it’s hard to keep up with all the to-dos that land in your regular old email inbox, which is why I love the way the Google Chrome extension allows you to add to-do tasks within your email. With the click of a few buttons, you have a task added to your inbox inside ClickUp with the subject line of the email and the email attached inside the task. Boom!

• Email within the app:

Yep, you read that right. You can now SEND emails within ClickUp – from your normal email address. So if you’re working with someone on a project inside ClickUp, you can send over a quick email to let them know it’s ready without leaving the platform.

They even added automation, so you can set it up to automatically send your employee an email anytime you mark a task as “closed.” Or you can set it up to send an email to yourself when someone fills out a form.

• Allocate Dependencies:

Make tasks dependent on each other, so that you can make sure they’re completed in the right order. What I love about dependencies is that you can set it up so that when you set a due date that is “blocking” other tasks, and you move the deadline, it’ll automatically move all the rest of the dates over.

Sometimes you’ll also have a task that relates to another task that’s living in a different board or space within ClickUp, and it makes sense to link them together. You can do that with their “relationship” feature inside any task.

• Screen record:

Say goodbye to Loom videos, because you can use ClickUp for your screen recordings too. Save them directly to ClickUp tasks so that your team or clients can have video instructions on how to fulfil something.

• Create Docs:

Stop toggling back and forth between Google Drive & ClickUp. Use ClickUp docs to draft copy and collaborate together. You can embed YouTube videos, Looms, and even your favourite Gifs. You can insert images, tables, checklists, and so much more. I love that you can view Docs both within a List and all together in the Docs section.

• Create Forms:

We use ClickUp forms for our contributor applications – and I use them for my other business as well. I love that you’re able to keep a client’s form with their other client info. They make it super easy to organise and you can export all the data you collect from your forms.

• Add Recurring tasks:

You can add recurring tasks, so that you don’t have to keep duplicating your process and remember to do things every single week. Ask yourself, what do I do on a regular basis that I can set up a recurring task for?

• Work from the Home View

You can move tasks around to schedule your day’s activities, and add specific times so the calendar reflects your workflow. This is the hub where I like to begin each workday so that I can get a good view of all of my assigned, upcoming and due tasks so that I can eliminate manually time blocking each day. How good is that! I have now just been 1 hour more productive as I now no longer have to write down a daily manual to-do list!

Want to get started? Create your free ClickUp account. If you’re ready to dive into ClickUp and want a full rundown of how to use ClickUp with tons of free templates for weekly planning, project management and everything in between – it’s all included in our Live Online Training Workshops!

We can't wait to help you get productive by saving one day every week GUARANTEED!

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