ClickUp 3.0: Is It Worth It?

1 year ago
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Are you looking for a powerful project management tool that can save you time and boost your productivity? Then you should check out ClickUp 3.0! In this video, we dive into the latest version of ClickUp and explore its potential to save you one day a week. ClickUp offers tons of features, views, and options to handle pretty much all your project management needs (besides actually doing the work). Whether you're working alone or with a team, ClickUp has you covered.

Join us as we discuss the concept of "to do bankruptcy" and why starting fresh with ClickUp might be the solution you've been searching for. We also dive into the free version of ClickUp, its features, and whether it's sufficient for your personal or professional project needs.

But what about ClickUp 3.0's initial rollout? I share my thoughts on the delays and the transparency displayed by the ClickUp team. Despite the slower than expected rollout, ClickUp offers a unique user interface and user experience.

I share my tips and insights on setting up spaces, folders, and lists in ClickUp. We’ll dive into my preferences for keeping things simple and organized, with individual tasks as projects.

You can automate parts of your workflow with ClickUp's Zapier integration. I share my own experience using Zapier to streamline audio file submissions for editing.

Don't miss this episode of the TBM Show as we take you on a journey through ClickUp 3.0's features, advantages, and potential time savings. It's time to take your project management to the next level and see if ClickUp is the right fit for you!

Try ClickUp For Free (affiliate link): https://clickup.pxf.io/paul

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This is episode 79 of The Beautiful Mess Show podcast.

TIMESTAMPS
0:00 What Is ClickUp?
2:17 ClickUp: My 2 Year On And Off Experience
3:05 My Criteria For A Good Project Management Tool
4:37 The Onboarding Experience
6:16 The Home View: LineUp
6:49 Future ClickUp 3.0 Home View
8:05 Creating A New Task Process
8:43 Create Recurring Task Options
9:43 Home View: Moving Tasks To LineUp, Trending, Comments, Tasks
10:19 Creating A Reminder
10:40 Reminder vs Task: Functionality
10:58 Home View: Calendar, Agenda, And Mentions
11:35 ClickUp Hierarchy: Workspace, Spaces, Folders, And Lists
12:01 Lists, Tasks, Subtasks, Nested Subtasks, Checklists, Templates
12:35 Creating A Checklist vs Subtask
13:01 Checklist Within Description
13:12 ClickUp Custom Fields: Creating A Task Auto Progress Bar
13:56 Workspace Organization
14:34 Everything View
14:45 Creating A Space
15:40 Setting Up Statuses
16:23 ClickApps: Time Tracking, Time Estimates, and More
17:23 Different Space Views
17:55 Setting Up Space Structure: My Simple Recommendation
19:34 Adding A Task In List View
20:27 Adding Columns And Custom Fields To List View
21:44 Time Tracking And Time Estimates (Time Tracking Now Pad Feature)
22:55 Board View and Task Comments
23:21 Easy Access To Important Links In Task View
24:07 Comments And Assigned Comments In Task View
24:35 Quick View Of Description, Assigned Comments, Subtasks In List View
25:41 Minimize And Pin Tasks
26:08 Favorites Bar: Pin Views And Tasks
27:13 Add A Chat To A Space Or To Everything View
27:43 The "/" Slash Command Options
28:12 The Benefit Of Only 2 Statuses
28:46 ClickUp Docs
30:01 Paid Version Required For AI And Sharing Publicly
30:38 Inviting People To A Workspace
30:45 Docs Views
31:44 Adding A List To Favorites
32:08 Adding A Custom Rating Field
32:55 ClickUp App Center: Google Calendar, Google Drive, And More Integrations
33:16 Using Zapier Integration To Automate Google Form To Task Workflow
34:42 Task Layout Options: Default, Full Screen, Sidebar (Similar to Notion)
34:53 Sprint Points And Setting Up Sprint Folder And Sprints
35:15 Have A Task In Multiple Lists (Now A Paid Feature)
36:05 How To Create A Whiteboard
37:03 How To Create A Dashboard
37:39 How To Create A Goal
39:26 Workload And Capacity Tracking View
40:01 ClickUp Company Overview
40:37 ClickUp Pricing Plans: Free, Unlimited, Business, Enterprise
43:20 ClickUp AI Add-on
44:03 What I Don't Like About ClickUp: ClickUp 3.0 Rollout
44:47 Convenient Search Functionality
45:08 Surprised By Number Of Features Now Under Paywall
45:41 Reminders vs Tasks: When To Use Them
47:04 Home View: What Happens When Tasks Are Overdue In My Work
47:43 Subtasks vs Checklists
47:59 Keep It Simple: Consider Individual Tasks Instead Of Multiple Lists For Projects
49:28 ClickUp Conclusion

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#productivity #tech #clickup #podcast #tbmshow #show #thebeautifulmess #selfdevelopment #selfimprovement #projectmanagement #projectmanagementtips

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