Get How To Use Clickup As A Crm – Task Management

you can do this with any number of objectives…How To Use Clickup As A Crm …you can have number objectives real or incorrect goals…How To Use Clickup As A Crm… and even tasks so let’s state we want to do a task goal we want to include a list… to this goal and so we’re going to include the folder we’re going to add list 1 and we’re going to set okay what this now permits me to do is when I enter and I end up these tasks so I’m going to mark them complete or you can also mark them finish from here when I go back into my goals I simply got a little like thing like I reached the goal so it’s going to show you now that you have actually struck 100 of this objective so this is simply going to offer you your total percentage based upon multiple targets that you have so if you enjoy the video that I did on objective goals on outcome objectives efficiency objectives process goals all of that you can create those objectives set them up in here and enable yourself to track

ClickUp’s core focus is about removing disconnects, disappointments, and inefficiencies caused by present job management services. We constructed ClickUp to save you time by making you more efficient.

How do I start using clickup?

We believe you should not need to perform two clicks in places where you could just carry out one. You should not need to utilize multiple platforms and solutions when you could simply use one. And we believe there isn’t a ‘one-size-fits-all’ technique when the truth is every team and job has unique needs..

ClickUp is built on options to these very problems.

It has a number of different views for your group’s jobs, each reflecting a different set of requirements aligned with various roles..

A basic to-do list more your design?

No problem..

Complex job management workflow?.

We’ve got you covered..

Why should you spend countless hours learning various job management software when ClickUp can change into anything you want it to be?

In this article, we’ll discuss how ClickUp can empower all your groups to work their method, without compromise.

Let’s get started.

Why Should Project Managers Usage ClickUp?.

If the job was a buffet, then the job manager’s plate would be packed with obligations..

i’m not getting paid to say this i will not leave any affiliate links so this is simply going to be my honest viewpoint about click up so if you’re not exactly sure whether to use click up or not this can be a great video for you because you will find out the pros and cons about click up and also get an easy tour of how this platform works if that sounds interesting then ensure you proceed and leave a like on the video that would assist me out a lot in youtube algorithm thank you so much and now let’s simply get started alright so here we are on click up itself i’m checked in to my account and i’m currently taking a look at an area so click up is dealing with areas and with your control panel so a space is basically a board on monday so you can look at this as a.

board on monday or perhaps on trello depends on which software application you’re utilizing but on on click up they’ve got a board and then they have actually got like a couple of different designs now that’s currently something i actually like about click up so for example on trello you have actually got this design and i’m quite sure you can not change it you can not change to like a board view on monday.com you can certainly likewise do that and on click up it’s quite cool due to the fact that you can go to a board view or a list view so this is the board as you can see this looks comparable to trello however you can likewise opt for a list which then looks like this so they’re providing you the choice to alter the design depending on what you like or what you choose that is certainly a pro since compared to trello or monday or asana these features are.

 

clickup vs monday How To Use Clickup As A Crm

in fact respectable so you can definitely alter the design if you want to now apart from that let’s talk about how good it remains in regards to the introduction that you can get on your tasks so if you’re doing project management you want to know the status of your jobs in one view and click up has done an excellent task at doing so because as you men can see you can develop various lists so this one remains in development this one is open then we have actually got another in progress but that’s just because i have not set this up correctly so this entire thing can actually resemble just leave there we go um but as you men can see you can do all set you can do to do you can basically arrange all of these particular tasks and put them in a specific list now as soon as you’ve done so you can likewise take a look on the right-hand man side to examine if it’s done or not.

now for instance let’s state that this is done now what one can do is simply click that job and she or he can then click right here set to closed and you then know if you take a look at it that it’s done due to the fact that it’s not going to show up right here but it’s going to show up in the closed area so by doing this and by utilizing a system you can easily find out what needs to be provided for a specific task who’s going to do it the date the top priority and all of that excellent things because if you have a look on the right-hand man side this is another pro you can see and you can designate individuals to a specific task for example if i require to produce this click as much as our video i would then include myself to the card and all that understand that i require to do this i can also set a date let’s say that this needs to be done before.

the 21st of april you just select the 21st and it will then show up right here so that i understand it requires to be done before the 21st of april you can include priority if you wish to urgent high typical low clear so for example maybe it’s regular it’s simply a regular video it simply needs to get done then you would do this if it’s truly truly important and you can actually not miss it you can do immediate and after that that individual that requires to do it likewise understands that the concern is immediate so she or he is going to do it right away now that’s certainly a pro on click up since this makes it truly easy to run projects with ease and get a good overview of what’s going on for your specific task now like i said this is an area and i really like this so this is absolutely a professional and i think that i like due to the fact that if you compare it like i said to a platform like trello you can not actually do this it’s sort of a bit different and i utilize the the software’s for different functions this i use only for putting in keyword research and just stacking the keywords just conserving them now what you can do on click up is just project management in general. How To Use Clickup As A Crm

so you can add employee they have actually made it actually easy to do that you can include them to a board and they’ll see what’s going on so that’s absolutely a huge pro in regards to how click up works another thing i like about click up is that if you go to the home page you’ll practically see your agenda aka your schedule on the right hand side so if you’re a busy person you have actually got a lot of stuff to do on a single day then this is available in handy because let’s say that you’re starting to work at 9am and you have actually put in jobs so what you can do is add a job right here for example record click up review which i’m doing today it’s about to be 10 a.m for me now if i develop a job it will then appear easily it will show right here you can either just merely drag it into a particular time so maybe between 9 and 10 a.m and you’ll then know that between 9 and 10 this is what you need to do so if you set up your tasks for a week or the next day and you wake up you open click up you’ll basically open the program and you’ll see exactly what you need to do and you can merely follow this all day and after that you’ve got all of your tasks done so that is also an excellent function on click up i extremely extremely rate this another pro on click up is.

 

the rates you can see that they’ve got a totally free plan which is complimentary permanently and that gives you endless jobs endless members 2fa and 100 mb of storage now if you go to the complete contrast you also see that even the pay strategies are not that pricey next up you’ve got five dollars per member per month then you’ve got nine now the 5 dollar strategy is actually truly great it offers you practically every function that’s really crucial this stuff is more like just for the enterprise level with like agreements and things so if you choose the 5 dollar plan you pretty much be set you can do a great deal of stuff with that nevertheless what i like so the pro is that the totally free strategy is offered uh totally free permanently that is in fact truly great since on other software applications they’ll constantly attempt and provide you a totally free trial and then let you pay money after now those are practically all of the amazing things about click up exist downsides yes there are certainly some cons in my opinion if you take a look at click up it’s sort of all over the place they’re trying to do a great deal of stuff they’re trying to offer you a great deal of features and in some cases if you’re just new to all of this the platform can be truly frustrating due to the fact that you’ve got assignees.

dates you have actually got control panels you have actually got areas you’ve got programs you’ve got notices you can set objectives various board views automations all of that things builds up and it’s not like it’s a bad thing it’s just that it can be rather overwhelming due to the fact that they’re trying to achieve a lot of things at the same time instead of simply focusing on a couple of bottom lines the features itself are not the con are not the drawback the drawback in my viewpoint is that they’re attempting to do all of it and because of that it can be rather overwhelming once you’re utilized to it and as soon as you know how it works is definitely not a con however if you’re simply beginning it absolutely can be apart from that the ui likewise needs an upgrade in my viewpoint it’s simply not up to date enough it’s not working that fantastic so i wouldn’t be too excited about that however apart from that men click up in my opinion is a truly excellent task management software. How To Use Clickup As A Crm