ClickUp™ Project Management Onboarding

Before You Begin Getting started with ClickUp

What is ClickUp The Structure of ClickUp Creating your first task Organizing your tasks Viewing your tasks Saving Layouts Stay updated on what needs to be done Tips for collaborating Videos

Saving Time

Importing Using Templates Multitask Toolbar Slash Commands Quickswitch Keyboard Shortcuts

Getting the most out of ClickUp

Privacy and Sharing Permissions Guests Docs Embeds Chat Goals Portfolios

Third Party Resources

Team Onboarding

Phase 1: What does success look like? Phase 2: Establish Team Habits Phase 3: Communication 101 Phase 4: Practice

Important Features Additional Practice

Phase 5: Start Increasing Productivity!

Use Cases Wow Factors

Getting the most out of ClickUp

Embeds

Literally bring anything into your Workspace to save time and reduce context switching. With Embed View, now you can add apps and websites alongside your tasks!

It's revolutionary, it's incredible, it's life changing!

Content Management: Google Sheets

At ClickUp, we track landing page versions and updated dates in Google Sheets. That's why we added a Google Sheets Embed View on the List that contains tasks for optimizing our site's pages.

Instructional Videos: YouTube

We work on features in Lists in ClickUp. Whenever a new feature is given to the engineering team, instructional videos are added alongside the task list via Embed Views.

Roadmap: Google Sheet

In our roadmap Folder, we've added an HTML Embed View with our feedback board that lets us check for updates, comment, and make changes for our audience without leaving ClickUp.

Embed Via URL

Many apps allow you to embed their content via a simple URL. For example you'll be able to give ClickUp a video link and the player will automatically load into your view.