Just started with a company that uses Click-Up. We're working backward from the question "Who will use what we generate in reports?" and asking "Why?" to develop the process. Love this channel!
This is the first video I have watched from you and BRAVO! You pacing and structure (even on a talking head video) is perfect. You are obviously experienced in this field and I look forward to exploring your other content. Cheers from Portugal (a transplant from California).
GAME CHANGER about not living in the hierarchy! This is gold. I'm binge watching all your videos now. Transitioning to clickup after almost 7 years running my businesses on Trello...and it is a steep learning curve. Thank you SO much for all of this helpful content.
This is SO good. We just moved everything over in a one-to-one fashion from our Asana account and I'm realizing that it's super clunky to move around the hierarchy a lot. The number of spaces you recommend based on team size was super helpful, thank you for making this video to share your process magic!
Point 4 is the most important, we run a system where everyone uses an ‘everything board’ view filtered to them. The hierarchy is not accessed at all by 95% of the team and the majority of tasks are created from form entry. Using everything board view gives you the chance to see everything that any person in your system below you has on their workload and help them prioritise it if necessary as well as reassign if they are absent, transferred or absent.
I literally setup our click up 4x until I found the best setup that suits us. Simple yet comprehensive. We are outsourced by an audit firm btw and we have 3 audit engagement types with several number of clients/projects per audit type.
Solopreneur with a job, and a small dojo. So 3 spaces. Personal, job, dojo. I have one holy field and that is the active field. When this is checked the task will find it's way to my active task view. Awesome video layla. Thank you
Love this! I need to send this to some clients, ClickUp does have a learning curve. But that learning curve steepens if you haven't set it up correctly.
Great content, I'm happy that I found your channel.... And would like to request a topic to be covered.... How will ClickUp help me if I'm using it NOT as a team, But instead to organize my own projects, to-do task, and to increase my productivity.... because I'm starting to feel that ClickUp is mainly focused on teams, not for individual workflow! wish if you can examine the topic further... And keep up the good work... your videos are great and beneficial..
I couldn't agree with all these points more. So many times people are overcomplicating ClickUp and not taking advantage of features like favorites. Great video Layla!
Excellent and helpful. Just signed up and excited to get going for a big project in Costa Rica. Just on suggestion...synchronize your clocks in the background. 8-) Thanks Layla!
Hey Layla... stumbled on your channel. Well done... you are engaging and smart. Your branding, graphics, and video production is on point. Good job! (from a picky old pro)
Isn't she dynamite?! I always come to Layla's channel when I need to know the ClickUp how-tos-she's so smart, her videos are so well thought out, and Layla is really easy for me to listen to. Thank you, Layla!
for me ClickUp is very overwhelming, I want to use it to organize my personal work flow and business workflow, but the more tutorials I watch the more confused I get. I thnk you need to make a video on freelancers, like how we freelancers can leverage this awesome tool, at personal and business level.
Hi Layla, I love your content. I’m a go-founder of a start up. I’m wondering if you do private workshops catered to spasmodic businesses? I think this will be useful. We are a team of 12 and really need help utilizing click up. I would love to hear back from you.
Hey Hamed! We don't offer 1:1 or workshops at the moment, but if you want more ClickUp support, I suggest checking out the ProcessDriven Membership! processdriven.co/services/membership Let me know what you think :)
Hey Wilber! Just getting caught up on comments🙈 Are you saying the quiz didn't load or something was wrong when you loaded it? If you remember, please let me know!
Love this so much! So much value Layla and 100% agree 👍 Team of 5 and using two spaces. Phew…did that right then 😅 Like to keep the „Leadership“ stuff separate from the operations. But I agree, working from Notifications, Home and custom views is something I keep telling my people too. Otherwise it is sooo confusing. Maybe “task in tray” is something to add here that I personally like to use to keep active tasks close to my mouse courser 😁
Hey Michelle! Just getting caught up on comments🙈 Here's a live showcasing how business model changes the ClickUp Hierarchy. I think this will help: ruclips.net/user/livesEKTgarfHLk
Hi Layla, on Monday I can comment in a task any type of attachment (xlsx, docx, pdf,...), it looks like in Clickup only pdf can be commented with positions of the comments. Is there any other way how to make it work also for other formats? Appreciate your answer...M
Love all the tips, thank you!! I have a question that's kind unrelated to the video, but I think if anyone can answer it, it's you! So... can you make dependent dropdowns or dependent labels? For example, I use ClickUp to track inventory. With inventory, I like to track the fields "Department" and within those departments, "Category". For example, I sell various products so department examples might be: Women, Men, Kids, Home, Beauty, etc. Within a department (e.g., Women), I might have sub categories like "Bags, Jeans, Coats," etc. Is there a way to set things up so I have to first select a department for a task, and then depending on the department I select, the linked category options will become available? Thank you again!
Wow #4 did blow my mind! I'm constantly in the various specific Spaces/Folders instead of Home/Notifications and didn't even know about Favorites view. I can't seem to wrap my head around not working first with adding tasks in the Spaces/Folders/List/Tasks first instead of working more so in the notifications/home views/automations. Not sure what it is I need to do then. Is there a video you can recommend that I watch that delves more in fixing the #4 mistake? Thanks! Pam
First, you nailed the statuses for me so quickly and effectively. Thank you! Plus, you are a great instructor with great ideas, great knowledge, experience. And great diction and expression! Wow! You communicate so very well with great tone and emotion. I'm wondering if you do poetry or singing? Cause you use your lips and mouth like a pro singer wrapping around your words that make you so expressive and such clarity. I googled to see if you do spoken word or artistic expression of some kind. Much appreciated!
A lot of useful tipsVery good tips, fast and to the point. The idea to use rather few statuses is I think also from you. When ClickUp 3.0 is available, you will surely make a video ;)
Thanks Layla for great content about Click Up, very useful for building a path to better organize client projects. This an off topic question, what Wordpress plugin or web app de you use in your Hierarchy Quiz ?? thanks!
Very helpful. However, what if I have 3 Spaces 1. Data Management - where my recurring data processing to do list will fall 2. Projects - system developement and a like 3. Salesforce - system development under Salesforce platform. Is it best practice to put the #3 inside #2? I am just worried about the projects inside #3, it can be multiple also. Hmmm
Hey Peers! Just getting caught up on comments🙈 Here's a live showcasing how business model changes the ClickUp Hierarchy. I think this will help: ruclips.net/user/livesEKTgarfHLk
I was looking for a Structure or Hierarchy for a Individual Freelancer Designer who some time work with few more outsource team... please make a details video how to make project management system for that... thank you
@@LaylaPomper yes i have seen that.. there are structures for all other business... yeah i can inspire from them.. but i am just requesting for making a separate video for Freelancer (Designer and Developers) as lot of freelancer use this app or wanna use this... i have a example problem if you wanna know? may be you can use that for next video base.. may be i can mail you? it long to write... please share you mail..thanks
Just started with a company that uses Click-Up. We're working backward from the question "Who will use what we generate in reports?" and asking "Why?" to develop the process. Love this channel!
I'm the solopreneur with the 10 spaces and the 90 folders in each space 😅!
YOU SAVED MY DAY! Thank you so much 🙌🏼
Hey! Just getting caught up on comments🙈
I'm so happy this was helpful!
This is the first video I have watched from you and BRAVO! You pacing and structure (even on a talking head video) is perfect. You are obviously experienced in this field and I look forward to exploring your other content. Cheers from Portugal (a transplant from California).
Oh thank you so much, Justin! 😄
100 agree!
Quick, to the point, no fluff - great delivery and instruction! Thank you!
Glad it was helpful!
GAME CHANGER about not living in the hierarchy! This is gold. I'm binge watching all your videos now. Transitioning to clickup after almost 7 years running my businesses on Trello...and it is a steep learning curve. Thank you SO much for all of this helpful content.
Hey Laura! I'm so glad this was helpful!
This is SO good. We just moved everything over in a one-to-one fashion from our Asana account and I'm realizing that it's super clunky to move around the hierarchy a lot. The number of spaces you recommend based on team size was super helpful, thank you for making this video to share your process magic!
Thank you so much - I'm so glad this helped!
Point 4 is the most important, we run a system where everyone uses an ‘everything board’ view filtered to them. The hierarchy is not accessed at all by 95% of the team and the majority of tasks are created from form entry. Using everything board view gives you the chance to see everything that any person in your system below you has on their workload and help them prioritise it if necessary as well as reassign if they are absent, transferred or absent.
EXACTLY! This comment is gold.
The everything view is where the magic happens! I love clickup! Life changing for my business!
I’m new to ClickUp and really enjoyed your videos. Hopefully many ClickUp customers can benefit from your expertise
Thanks a lot this app is sooo much better then even 3 years ago and these tips still help!
Hi Layla, really enjoyed this. Best so far. You know your stuff and are great in distributing it. Thanks a million!
Thank you so much! Glad you enjoyed it!
I literally setup our click up 4x until I found the best setup that suits us. Simple yet comprehensive. We are outsourced by an audit firm btw and we have 3 audit engagement types with several number of clients/projects per audit type.
“Simple yet comprehensive” is exactly the goal! I love that!
I'm so happy I found this channel thanks for your help kayla
You are so welcome!
Very helpful. Validated some of my frustrations and gave me insight into how to move in a more productive, enjoyable direction.
So happy to hear that!
Solopreneur with a job, and a small dojo.
So 3 spaces. Personal, job, dojo.
I have one holy field and that is the active field. When this is checked the task will find it's way to my active task view.
Awesome video layla. Thank you
Oh that’s awesome! Haven’t heard of this strategy before, but really love how it would help you focus! 😍
Just starting as a Project Manager. This helps.
Hey Barry! I'm so glad! You've got this!
Thank you Layla! Our business is just starting out and we just switched over to ClickUp and your videos are helping us a ton!
I’m so glad to hear that, Brian!
Very helpful, thanks Layla!
Of course! You're so welcome!
Your content on Clickup is soooo helpful!! Thank you!
Glad you think so!
You're a stupendous presenter! Wow! Thanks.
Wow, thank you!
Excellent tutorial!
Thank you so much!
This was fantastic, well done!!!
Thank you! Glad you enjoyed it!
Very helpful. Thank you.
You're welcome! I'm so glad it was helpful!
Just getting into using ClickUp! Great video
Thank you! Great to hear :)
Love this! I need to send this to some clients, ClickUp does have a learning curve. But that learning curve steepens if you haven't set it up correctly.
💯- that’s a perfect way to phrase it!
Definitely helps you think through ClickUp hierarchy, thank you!
Hey! Just getting caught up on comments🙈
I'm so happy this was helpful!
Hi! Nice content and I can feel the hard work and putting effort in this video. Keep it up!
Thank you so much! I'm so glad you like the content!
This is a fantastic help. I'm new to Clickup, so very appreciated!
This video is so helpful! Thank you so much!
Happy to help!
This was well delivered. Thank you for sharing your content
My pleasure! I'm glad it was helpful!
You are good, thank you. I took learning from this, but please take a breath at times
😜😜😜
Great content, I'm happy that I found your channel....
And would like to request a topic to be covered.... How will ClickUp help me if I'm using it NOT as a team, But instead to organize my own projects, to-do task, and to increase my productivity.... because I'm starting to feel that ClickUp is mainly focused on teams, not for individual workflow! wish if you can examine the topic further...
And keep up the good work... your videos are great and beneficial..
Search Layla's RUclips for Personal Clickup, there's heaps of videos to learn from and get ideas. I'm doing it atm.
Great question
Hey! Just getting caught up on comments🙈
Here's a video that may help: ruclips.net/video/62jIxO5BJBA/видео.html
The last one targeted me! Excited to know that there is hope of making it easier :)
You got this!
Very good video, thanks.
Glad it helped
I couldn't agree with all these points more. So many times people are overcomplicating ClickUp and not taking advantage of features like favorites. Great video Layla!
Thanks Shannon! Sometimes it’s the simple things we overlook, right? ☺️
Thanks for the tips. The tip about more is less, love it!
So glad this helped you, Dave! ☺️
Legit video. Thank you!
Glad you liked it! You're welcome!
Cool video and very valuable information, thanks a lot.
I'm glad it was helpful!
Thanks this was well thought out!
Hey Jason! I'm happy it was helpful :)
Love your energy! And ty for the headsup 😁 ClickUp is on my shortlist... want to migrate from Jira
Thank you! Happy to help :)
Great video... Thanks!
Glad you liked it!
Excellent and helpful. Just signed up and excited to get going for a big project in Costa Rica.
Just on suggestion...synchronize your clocks in the background. 8-)
Thanks Layla!
I'm so glad! And thanks for the tip!
Great tips!
Glad it was helpful!
you explain so incredibly good!!!
Glad it was helpful!
Hey Layla... stumbled on your channel. Well done... you are engaging and smart. Your branding, graphics, and video production is on point. Good job! (from a picky old pro)
That means a lot, Jerry! I appreciate your support. 🙂
Your content is soo good and helpful. Thanks for all you do!
Aw, happy to help! ☺️
What a great video, you are so Amazing... thank you for all your content
So happy this was helpful to you.
Fast, Informative and focussed - Impressive ...thanks!
So happy to help! 🙂
Enjoyed this video. Thanks Layla
Glad you enjoyed it! 😊
Great overview. Thank you.
Happy to help! ☺️
Thank you useful
Glad it was helpful!
Your content is 🔥 Thank you!
Hey Bernhard! So glad it was helpful!
thanks for sharing. great video.
Thanks for watching!
thank you for this!!!
You're very welcome! 🙂
Thank you for the video !!!
Happy to help! 🤓
Thanks for this great Video
Hey Ultralon! I'm happy to help :)
helpful again, thanks for your content!
Thanks so much, I appreciate your support!
Your energy is enjoyable
Thank you so much!
Thank you!
You bet!
Thanks for the content.
Happy to help! 😊
Thanks, Layla!
You're welcome, Alex!
Thank you! very very useful info.
Glad it was helpful! Thanks for watching!
Great advice, so helpful!
Glad it was helpful! 😊
really great software - loving the experience, and the Layla's tutorials are brilliant...
Aw, so happy to help!
super helpful, thank you
Hey! Just getting caught up on comments🙈
I'm so happy this was helpful!
Great video!
Great contents, problem solved. Thanks a lot.
So glad it helped you, Rex!
Very helpful
So happy this was helpful to you! 😄
Thanks!
You're very welcome!
Super good
Thanks for the clarity
#HowdyFromHouston #ThePropertyJoes
Hey Joseph! Just getting caught up on comments🙈
So glad this was helpful!
Isn't she dynamite?! I always come to Layla's channel when I need to know the ClickUp how-tos-she's so smart, her videos are so well thought out, and Layla is really easy for me to listen to. Thank you, Layla!
Thank you! 🙂
You giving too much information away! I love it 💜 this is definitely the starting point for any setup.
🤭 Ha! Guilty as charged.☺️
If you think this is much information., then wait until you see what Layla shares in her membership 🤯
Mapping your hierarchy? Try out our⭐ FREE ⭐ Hierarchy Quiz (ClickUp Space vs. Folder vs. List) Tool: processdriven.co/hierarchy-quiz/
Hey Layla - just wanted to tell you that this link does not work. Takes me to a "404 page not found" page
I found the link, you forgot to include the forward slash at the end of the URL :)
always a fan!
🙏🙏🙏
AWESOME!
Hey! Thank you so much!
for me ClickUp is very overwhelming, I want to use it to organize my personal work flow and business workflow, but the more tutorials I watch the more confused I get. I thnk you need to make a video on freelancers, like how we freelancers can leverage this awesome tool, at personal and business level.
Hey Pratik! Just getting caught up on comments🙈
This is a great idea! I absolutely will add this to our ideas list so we can get on it!
For a team of 1 what is your recommendation for spaces? I have my content production space and my e-commerce space. I’m a solopreneur
I just wanted to say that I am LIVING for that thumbnail 😂👌 but also great tips!
Hey! Just getting caught up on comments🙈
Haha thank you so much! I'm so happy this was helpful!
Hi Layla, I love your content. I’m a go-founder of a start up. I’m wondering if you do private workshops catered to spasmodic businesses? I think this will be useful. We are a team of 12 and really need help utilizing click up. I would love to hear back from you.
Hey Hamed! We don't offer 1:1 or workshops at the moment, but if you want more ClickUp support, I suggest checking out the ProcessDriven Membership! processdriven.co/services/membership
Let me know what you think :)
¡I love your videos! Don't load the quiz!!!
Hey Wilber! Just getting caught up on comments🙈
Are you saying the quiz didn't load or something was wrong when you loaded it? If you remember, please let me know!
Love this so much! So much value Layla and 100% agree 👍 Team of 5 and using two spaces. Phew…did that right then 😅 Like to keep the „Leadership“ stuff separate from the operations. But I agree, working from Notifications, Home and custom views is something I keep telling my people too. Otherwise it is sooo confusing. Maybe “task in tray” is something to add here that I personally like to use to keep active tasks close to my mouse courser 😁
🎯 Such good points here! Task tray would be a perfect addition to this.
Love your content here :-) I'm enjoying click up more because of this.
Aw, thanks! Very glad to hear that. It's a great tool, but it definitely has a learning curve-- here to help!
Yes. Yes. Yes. Yes. On all 4 points. 🙌
🥰🥰🥰
Thanks, I'm just getting started, trying to leave another app to clickup. Still going through them.
Happy to help! 🙂
One of the best videos. Stuff that applies to life too....
@Layla... read "Subtract" by Leidy Klotz... amazing book
Thanks Tomas - I’ll add it to my list!
What about making a space for each CEO? Even if they have overlapping tasks? Thanks for this!
Hey Michelle! Just getting caught up on comments🙈
Here's a live showcasing how business model changes the ClickUp Hierarchy. I think this will help: ruclips.net/user/livesEKTgarfHLk
I can already see myself wanting to "overbuild". Hahaha.
Haha you're not alone, Dan!
Hi Layla, on Monday I can comment in a task any type of attachment (xlsx, docx, pdf,...), it looks like in Clickup only pdf can be commented with positions of the comments. Is there any other way how to make it work also for other formats? Appreciate your answer...M
Love all the tips, thank you!! I have a question that's kind unrelated to the video, but I think if anyone can answer it, it's you! So... can you make dependent dropdowns or dependent labels? For example, I use ClickUp to track inventory. With inventory, I like to track the fields "Department" and within those departments, "Category". For example, I sell various products so department examples might be: Women, Men, Kids, Home, Beauty, etc. Within a department (e.g., Women), I might have sub categories like "Bags, Jeans, Coats," etc.
Is there a way to set things up so I have to first select a department for a task, and then depending on the department I select, the linked category options will become available?
Thank you again!
I would suggest looking into creating an automation! This may just be the key you are looking for!
Wow #4 did blow my mind! I'm constantly in the various specific Spaces/Folders instead of Home/Notifications and didn't even know about Favorites view. I can't seem to wrap my head around not working first with adding tasks in the Spaces/Folders/List/Tasks first instead of working more so in the notifications/home views/automations. Not sure what it is I need to do then. Is there a video you can recommend that I watch that delves more in fixing the #4 mistake? Thanks! Pam
Hey! Just getting caught up on comments🙈
Here's a video that may help! ruclips.net/video/e9Y-8F6i4io/видео.html
First, you nailed the statuses for me so quickly and effectively. Thank you! Plus, you are a great instructor with great ideas, great knowledge, experience. And great diction and expression! Wow! You communicate so very well with great tone and emotion. I'm wondering if you do poetry or singing? Cause you use your lips and mouth like a pro singer wrapping around your words that make you so expressive and such clarity. I googled to see if you do spoken word or artistic expression of some kind. Much appreciated!
Hey! Just getting caught up on comments🙈
I'm so glad this was helpful!
great
An interesting topic, for me, are colors! How can I use them to make my work easier?
Hey! Just getting caught up on comments🙈
This is such a great topic idea! I'll add it to our content ideas list :)
A lot of useful tipsVery good tips, fast and to the point. The idea to use rather few statuses is I think also from you. When ClickUp 3.0 is available, you will surely make a video ;)
Hey Frank! Thank you!
Absolutely we will :)
Permissions is why you'd want a separate space for each client. Otherwise it's one mistake and you share the entire space containing all tour clients
Hey! This is a very good point!
Thanks Layla for great content about Click Up, very useful for building a path to better organize client projects. This an off topic question, what Wordpress plugin or web app de you use in your Hierarchy Quiz ?? thanks!
Hey Miquel! That's created with Thrive Quiz. :)
Very helpful. However, what if I have 3 Spaces
1. Data Management - where my recurring data processing to do list will fall
2. Projects - system developement and a like
3. Salesforce - system development under Salesforce platform.
Is it best practice to put the #3 inside #2? I am just worried about the projects inside #3, it can be multiple also. Hmmm
Hey Peers! Just getting caught up on comments🙈
Here's a live showcasing how business model changes the ClickUp Hierarchy. I think this will help: ruclips.net/user/livesEKTgarfHLk
Hi Layla, how can I create epic and stories in Clickup?
Hey Amandio! Evri explains two different ways to do that in this video: ruclips.net/video/gjMzLHU1WfA/видео.html
Great
Thanks!
I was looking for a Structure or Hierarchy for a Individual Freelancer Designer who some time work with few more outsource team... please make a details video how to make project management system for that... thank you
Have you seen this one? ruclips.net/video/sEKTgarfHLk/видео.html
@@LaylaPomper yes i have seen that.. there are structures for all other business... yeah i can inspire from them.. but i am just requesting for making a separate video for Freelancer (Designer and Developers) as lot of freelancer use this app or wanna use this... i have a example problem if you wanna know? may be you can use that for next video base.. may be i can mail you? it long to write... please share you mail..thanks
Great breakdown.... Things clicked lol when you compared to Asana lol no pun intended
😝