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Course Outline
Introduction to ClickUp
- Overview of ClickUp and its key benefits
- Understanding ClickUp’s hierarchy: Workspaces, Spaces, Folders, and Lists
- Navigating the ClickUp interface
Task Management Essentials
- Creating, assigning, and managing tasks
- Using task dependencies, due dates, and priorities
- Customizing task statuses for different workflows
Exploring ClickUp Views
- List view: Organizing and sorting tasks
- Board view: Managing work with Kanban-style workflows
- Calendar view: Scheduling tasks and deadlines
Enhancing Team Collaboration
- Using comments, mentions, and notifications
- Sharing tasks and projects with teams
- Setting up permissions and access controls
ClickUp for Personal Productivity
- Organizing tasks with folders and lists
- Using reminders, checklists, and recurring tasks
- Setting up ClickUp dashboards for personal workflow management
Automation and Time Management in ClickUp
- Setting up automations to reduce manual work
- Tracking time and managing workload with ClickUp’s features
- Using integrations to streamline productivity
Best Practices and Tips
- Common ClickUp mistakes and how to avoid them
- Optimizing ClickUp for different work styles
- Customizing ClickUp settings for efficiency
Summary and Next Steps
Requirements
- No prior experience with ClickUp required
- Basic familiarity with task and project management concepts
Audience
- Business managers optimizing workflow efficiency
- Team members looking to improve task and project organization
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses