Resources for company-wide productivity

Unlock visibility, collaboration, and create a source of truth for all work happening within your organization with these ClickUp resources.

  • Company-wide success stories
  • ClickUp templates & workflows
  • Video tutorials & courses
  • How-to articles & best practices

Guide

Modernize your strategic planning

Traditional methods of strategic planning no longer meet the needs of today's teams. Learn how to modernize your approach to unlock visibility, alignment, and efficiency against company-wide goals.

In this guide, you'll learn:

  • Why traditional approaches to strategic planning and OKRs are broken
  • How to adopt modern strategic planning across your organization
  • Best practices for unlocking organizational alignment + a free ClickUp template to get started
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Quick Start Templates

Solutions for organizational efficiency

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OKRs Template

List View

Project Management Template

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Marketing Template

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Client Services Template

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People Operations Template

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Product Management Template

Video Courses

ClickUp video tutorials for collaboration

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Trackable Goals and Strategic Objectives

Learn how to plan, create, track, and achieve your strategic objectives using ClickUp.

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Managing Team Operations

This training video course demonstrates how to manage your marketing team's operations, streamline onboarding and help your team members grow in their career.

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Running Successful 1:1 Meetings

This self-paced course is geared toward managers or people who run 1:1 meetings. In this course, you'll learn more about best practices for running 1:1 meetings effectively using ClickUp.

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Apply and Manage Templates

Learn more about templates and how to apply and manage them in your Workspace.

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Create and Use Whiteboards

Learn how to leverage the fundamental features of Whiteboards to be able to access, build, and collaborate with others in Whiteboards.

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Streamline Your Work With Forms

In this course, you'll learn how to streamline your work using ClickUp Forms.

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Manage Your Strategic Marketing Plan

This training video course demonstrates how to use ClickUp to build your strategic objectives and key results, create a successful marketing plan, and track and monitor your progress and performance.

Dashboard view — Yellow.png

Trackable Goals and Strategic Objectives

Learn how to plan, create, track, and achieve your strategic objectives using ClickUp.

Operations Teams — Blue.png

Managing Team Operations

This training video course demonstrates how to manage your marketing team's operations, streamline onboarding and help your team members grow in their career.

Collaboration General — Green.png

Running Successful 1:1 Meetings

This self-paced course is geared toward managers or people who run 1:1 meetings. In this course, you'll learn more about best practices for running 1:1 meetings effectively using ClickUp.

Product Teams — Blue.png

Apply and Manage Templates

Learn more about templates and how to apply and manage them in your Workspace.

Design Teams — Pink.png

Create and Use Whiteboards

Learn how to leverage the fundamental features of Whiteboards to be able to access, build, and collaborate with others in Whiteboards.

Planning General — Purple.png

Streamline Your Work With Forms

In this course, you'll learn how to streamline your work using ClickUp Forms.

Software Developer Teams — Blue.png

Manage Your Strategic Marketing Plan

This training video course demonstrates how to use ClickUp to build your strategic objectives and key results, create a successful marketing plan, and track and monitor your progress and performance.

Featured Case Studies

How other companies get more done with ClickUp

Samantha Dengate

Diggs

"The choice to move to ClickUp was based on how easy it was to pick up with a minimal need for training, which was exactly what we needed as a growing startup company."

Samantha Dengate, Product Developer & Brand Manager

Learn more
Kateryna Sipakova

Trinetix

"We didn’t want to adopt a new tool for one function and a different tool for another function. We wanted to have projects, internal operations, and goals all in one place. ClickUp had all of the functionality our teams needed."

Kateryna Sipakova, Portfolio Manager

Learn more
Maggie Davis

Convene

"We have about 200 employees utilizing ClickUp. There's a lot of different departments involved from AV to culinary to service. ClickUp brings all of those teams together into one place so that they can stay on track, collaborate and communicate."

Maggie Davis, VP, PMO

Learn more

Resources

Tips on using ClickUp organization-wide

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5 Reasons to Consolidate Your Business Tools and Save With ClickUp

Alex York
Senior Content Marketing Manager

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How to Improve Process Efficiency Across Your Team

Haillie Parker
Writer

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Priority Management: Creating Systems to Prioritize Team Resources

Erica Golightly
Senior Writer

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