Episode #8 - Using Clickup to Organize PART 2 - a podcast by Pam Walrod

This is Part 2 of using Clickup to organize your business and life. To download a how-to video and workbook for free, visit www.timewithpam.com

Time for a Click(Up) quick tip - You can save the lists you use all the time as Favorites and they show up at the top. For example, I have my links list, my "active to do," scheduled tasks, networking and leads lists saved as favorites.

All of these features are available on desktop as well as an App version.

I have put together videos that are easy-to-understand and most importantly, take intentional action quickly. Now, the videos would be super long if I went over every feature because there are a ton, but I'm going to cover the foundational steps to get you going.

Now, let's talk a bit about the views. I mentioned earlier the flexibility of being able to view your projects in many different ways in ClickUp.

List View

This is the most powerful place to manage your tasks. You can sort and filter tasks by just about anything, batch edit tasks with the multitask toolbar and view all tasks across all Spaces.

Board View

This is a view you'll be familiar with if you've used Trello.

Box View

This is perfect for a team setting. You can see workflows and tasks.

Calendar View

You can drag and drop your tasks to your calendar AND when you two-way sync to your Google calendar, it takes it to a whole new level.

Gantt View

For the project managers! You can plan out projects, manage time spent and set deadlines. This is in the paid version.

Wiki and Doc View

Create, collaborate, and keep all your work in one place by creating wikis and docs for whatever you're working on.

Embed View

You can embed a Google doc, for example, and when you make edits to the document in ClickUp, it also updates your Google Doc. Great, huh?

Now, I know what you may be thinking...."Pam, I've used Trello or (insert another project management tool here) and I have all my boards set up." No worries! ClickUp allows you to import from other platforms. It's easy peasy.

MY VIEWS / WORKSPACES - This is a breakdown of how I have my Spaces, folders and lists set up. There are many ways to do this, you need to find what feels good and works for you.

Workspace - Pam's Workspace

Space #1 - Pam's Business

Space #2 - Personal

Folders & Lists

• Time to Get it Done
  
  
  
  
  
  • Active To Do
    
    
  
  
  • Scheduled Tasks
    
    
  
  
  • Pending
    
    
  
  
  • Wish List / Future
    
    
  
  
  • Brain Dump
    
    
  
  
  
  


• Business Portfolio
  
  
  
  
  
  • About & Contact (which I have saved to Favorites)
    
    
  
  
  • Networking
    
    
  
  
  • Affiliate Links
    
    
  
  
  • Testimonials
    
    
  
  
  • FB Groups (Manage)
    
    
  
  
  • Finances
    
    
  
  
  
  


• Content Planning
  
  
  
  
  
  • Content Calendar (special template I set up with tracking)
    
    
  
  
  
  

Further episodes of Be a Time Creator with Pam - A Podcast to help you organize, streamline and go!

Further podcasts by Pam Walrod

Website of Pam Walrod