Ensure everything is in place to proceed with your mission. When gifts and donations come in, use ClickUp to ensure they’re
handled with care. Keep thorough records of your accounting and donation leads to take full advantage of your opportunities.
Guarantee that the public perception of your goals reaches the highest possible potential. Using ClickUp’s management feature
set, you’re able to increase your organization's impact without worrying about anything being overlooked.
Let team members know exactly when you need them to complete items within tasks by assigning comments.
Once they are done they simple check them off and you will be notified that they are completed. Seamless cooperation.
Due Dates, Start Dates, you got ‘em. Never forget to start a task with START NOW notifications.
Make sure your team finishes their tasks on time by assigning due dates.
Allow your team to collaborate and communicate in context! Toggling the Multiple Assignees ClickApp is the answer to all
collaboration guru’s dreams!
How to Set up Your
Try clicking around the projects and
lists to see how your work flow will feel!
The Hierarchy inside of ClickUp makes it easy to keep your projects clearly defined and in context. These are the 3 sets
of Projects inside of the nonprofit Space that ClickUp provides to base your workflow off of!
list Phone Numbers
list Media Spots
list Community Events
Project Social Media
Custom or Simple Statuses
are an integral part of a marketing workflow inside of ClickUp! Statuses are
helpful when keeping track of your campaigns and tasks inside of them!
The very best ClickUp features for a Nonprofit!
Inevitably, things get lost in comments. With Assigned Comments -
instantly create and assign action items for yourself or others.
Unlike other project "management" tools, ClickUp allows users to specify whether a project will
require single assignees (one assignee per task) - or multiple assignees (one or more assignees per task).
Never get lost in Invision again. Comment, mockup, and create tasks directly on images. With ClickUp,
the entire design development workflow is where it should be - alongside all other areas of project management.
Sometimes a task requires more than one person.
That's where Multiple Assignees comes in handy. Collaborate together in one awesomely simple place.
Update progress as you work on tasks to keep everyone on the same page and accurately predict completion deadlines.
Other project "management" apps only grow in complexity as you use them; ClickUp is different.
Utilizing a simple but highly effective structure: Team > Spaces > Projects > Lists.
ClickUp projects scale without getting lost.
Notifications can be a major distraction. ClickUp keeps things simple and only gives notifications
for important items of relevance. Customize notification thresholds and keep things clear from your Dashboard.
Watch the action as it unfolds. The ClickUp timeline gives an all encompassing view of team
activity - past, present, and future.
Having a discussion through comments in a large team can be tough. With ClickUp's Mentions feature
reply to the person that matters, and tag them if they are relevant to bring them into a conversation.
Drag and drop tasks no matter where they are in ClickUp - Board, List, or Box view. Most users
find they don't need a traditional 'priority' structure, structuring priority based on order can be better.
Other project "management" tools make searching clunky and tedious. Not only does ClickUp have the smartest
search function in the world, but with artificial intelligence, Smart Search gets smarter as you use it!
Seamlessly manage and collaborate on Git workflows inside ClickUp. Automatically associate Github commits,
branches, and pull requests with ClickUp tasks. ClickUp can even create automated workflows to assign and
change statuses based on Github actions.
Say goodbye to deleting comments and adding corrections. In ClickUp, you can edit comments and never
have comment anxiety again.
The more you use ClickUp, the smarter it gets. Over time, ClickUp automatically predicts who you'll assign
certain tasks to, where you'll put those tasks, and can even determine if time estimates are accurate.
Use the ClickUp Chrome Extension to track time natively (and freely) as you go. Other options include Everhour, Harvest, or Toggl to automatically track time within ClickUp. If you don't use a time tracker, you can manually add time!
Give more thorough expectations for tasks. Giving a task particular start or due times is great for users
who rely on their notifications. Be notified as soon as a start or due time is reached and take action!
Start dates let team members focus on what's important now without worrying when they should take action
on that upcoming task. Combined with due dates, start dates allow you to provide time estimates for tasks.
Don't lose that thought! Just because you've been interrupted, doesn't mean you can't lock it in. Click that
button following you around to quickly throw your ideas down, and shift your focus to where it needs to be - entirely stress-free.
Stop treading water on tasks that aren't ready! Link tasks together based on their requirements to ensure the
right tasks are completed in the right order. This provides your team with organized direction in the flow of linked tasks.
Attach emails to existing tasks or create new tasks out of emails without leaving your inbox. We'll even upload your email attachments to any tasks you link. In ClickUp, you can view, download, and even open a link straight to the email you attached.
In our goal to completely remove unnecessary clicks, we created a brand new feature - Slash Commands. From any of the text field simply type / to bring up the Slash Command menu and start taking immediate action!
The QuickSwitch navigator let's you quickly move between Spaces, Projects, and Lists. Pressing K on your keyboard reveals the QuickSwitcher where you may start typing a location and jump anywhere in your team's structure!
Make ClickUp as custom as you need. Custom fields let you set task details for anything. The name and value of any field is up to you and possibilities are essentially endless. Track, sort, and filter work according to your team’s needs.
"ClickUp is a wonderful productivity app. Flexible and great for collaboration. Easy to use and really customizable. Their support is top-notch. Every question I've asked (and I've asked several) has been met with a kind, speedy reply!! I'd recommend ClickUp to anyone."
Matt M.- Lead Pastor, Nonprofit Organization Management
"I first looked into ClickUp in August 2017, but it was not yet developed enough for my needs. It has since not only met my needs, but surpasses them, and I've been a happy client since April 2018."
Geoff B.- Team Lead Education Management
"I've used many productivity software but never find an optimal solution. Until now. Clickup is user friendly and complex enough at the same time - easy to use but offers all the advanced options. What I like most:"
Filip S.- Asisstant Professor
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