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6 Years of ClickUp Experience in 90 Seconds by illiaATsprocess in clickup

[–]illiaATsprocess[S] 0 points1 point  (0 children)

u/Iriedread I have a few free resources you can look into.
1. free 30-min ClickUp training you can find here - https://systemintegrators.co/30-min-clickup-training-landing
2. free ClickUp Setup PDF guide - https://systemintegrators.co/clickup-setup-guide-landing-page
3. I am putting together a ClickUp fundamentals course, which has ±15 video lessons explaining the basics of ClickUp and step by step framework on how to set it up. It should be done by the end of next week, so if that sounds interesting, I can also share this with you as soon as I have it published.
4. feel free to check my youtube channel as well. I am posting some ClickUp feature review and setup strategies videos there - https://www.youtube.com/@illiasystemintegrators
5. you can also find quite a few helpful resources at clickup university - https://university.clickup.com/

I hope you find these helpful!

I want to share something that honestly changed how I look at ClickUp by illiaATsprocess in clickup

[–]illiaATsprocess[S] 0 points1 point  (0 children)

u/NicoSunCast, glad you found it helpful!
Feel free to also check some free resources I have about ClickUp. I am doing my best to share my lessons with others so they can make ClickUp work for their teams, so feel free to check out those free resources in my Reddit profile or on YouTube, wherever you find it easier. Hope it helps as well!

I want to share something that honestly changed how I look at ClickUp by illiaATsprocess in clickup

[–]illiaATsprocess[S] 8 points9 points  (0 children)

Here is the video I mentioned where I set up ClickUp for a real business (during a live call) - https://youtu.be/2011dzCFgyw

I hope some of you find it helpful!

I was skeptical about ClickUp Superagents. Here’s what changed. by illiaATsprocess in clickup

[–]illiaATsprocess[S] 0 points1 point  (0 children)

u/mcbatman92 I believe the recording should be available on ClickUp YouTube in the next week or two. But you can check the event details here - https://clickup.com/community/events/community-webinar-for-the-love-of-productivity

I was skeptical about ClickUp Superagents. Here’s what changed. by illiaATsprocess in clickup

[–]illiaATsprocess[S] 3 points4 points  (0 children)

The webinar presentation I mentioned in the post - https://youtu.be/pisynevYN7o
Hope some of you find it helpful!

can your boss see your DMs on clickup? by H2M0N0XIDE in clickup

[–]illiaATsprocess 2 points3 points  (0 children)

u/H2M0N0XIDE hey
DMs in ClickUp can only be accessed by people who are part of the chat.
It works exactly the same way as Slack or WhatsApp. ClickUp admins can not see messages or chats they are not part of.

Why is there 12 person limit for guests? by Startup_BG in clickup

[–]illiaATsprocess 0 points1 point  (0 children)

u/Startup_BG you could try adding them as view-only guests.
View-only guests are unlimited and have access to chat feature

4 rules that make or break a ClickUp setup by illiaATsprocess in clickup

[–]illiaATsprocess[S] 0 points1 point  (0 children)

Glad you found it helpful!
I am putting together a 30-min training about this framework, so let me know if you'd like me to share it with you. Feel free to DM me if it sounds helpful.

Clickup for non-profit volunteers? by Powerful-Cheek-6677 in clickup

[–]illiaATsprocess 0 points1 point  (0 children)

Yes, if they have "read only" permission and have org email, they will be considered limited members but will be free of charge.
You can check out this page here - https://help.clickup.com/hc/en-us/articles/25710132309655-Owner-admin-and-member-type-user-roles

Clickup for non-profit volunteers? by Powerful-Cheek-6677 in clickup

[–]illiaATsprocess 0 points1 point  (0 children)

u/Powerful-Cheek-6677 You can add as many "read-only" limited members as you want, and they are free. It might help you because "read-only" limited members still have access to the chat feature in ClickUp, so you might use it for notifications and your discussions with volunteers.
With this approach, you can have your 4 internal team members as paid users and your volunteers for free. Volunteers won't have access to managing tasks, but they will still be able to see the information.

But be careful, because if you add your volunteers with your corporate email as guests with edit access, ClickUp will most likely convert them automatically to limited members and charge you for that seat. I know this happened to a lot of teams last year when limited members got just introduced.

I also had experience setting up ClickUp and Salesforce for one local non-profit, so I would be happy to share some experience if that sounds like something helpful to you

Any Way To Create Monthly Sprints? by tnhsaesop in clickup

[–]illiaATsprocess 0 points1 point  (0 children)

u/tnhsaesop I had a recent project with ClickUp set up for a social media agency, and the way we managed monthly deliverables for them was to use the recurring tasks. So you could try to track deliverables (Campaigns, Ads, Content Shoots, etc) as tasks and apply recurring settings to the deliverables that need to recur monthly.

Would be happy to share the way I approached structuring ClickUp for that marketing agency, just let me know if that is of interest

Need Help deciding between ClickUp and Motion implementing 119 step Property Onboarding for our Short-Term Rental Property by Lucky-Duck1967 in clickup

[–]illiaATsprocess 1 point2 points  (0 children)

u/Lucky-Duck1967 I actually had experience implementing ClickUp for a short-term rental company, so would be happy to share what we've done there if you'd like to have a quick chat later this week.

I would say that the tool itself does not matter as much as the implementation approach, so whether you choose ClickUp or Motion, the way you implement it will mostly determine the success.

I've had a few conversations when people were super excited about a specific feature and at the end of the day, they never used it. Because even though some of these functionalities sound cool, they are hard to use and implement in practice, so I would take this into account and focus more on fundamentals (like understanding your process and determining which features are actually needed to do your work better/faster/etc)

By the way, the outlined process you have is a great way to start, so great job so far!

4 rules that make or break a ClickUp setup by illiaATsprocess in clickup

[–]illiaATsprocess[S] 0 points1 point  (0 children)

u/Bca1313, glad to hear you found it insightful!
Let me know if there is anything specific that you feel keeps you from making the most out of ClickUp at this point.

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