How to Build SOPs in ClickUp (and the 3 Parts of a Great SOP)

Wondering how to build SOPs in ClickUp, and what parts of an SOP you need to include to build a more streamlined business process? If you're a small business looking to grow your business systems, DON'T overthink it!

The 3 main parts of a great SOP are (1) Start, (2) Stop, and (3) Steps.

In this video, we'll demonstrate exactly how to build SOPs in ClickUp by using an Example in our very own ClickUp template for SOP management. ClickUp is a free project management tool, not a traditional, boring, SOP software - but standard procedures in ClickUp are so simple and intuitive, it's hard to resist now taking advantage of this added feature!

In this video, we'll cover:
00:00 - Introduction
00:37 - How to Build SOPs in ClickUp
01:22 - How often should I update my SOPS?
02:30 - 3 Parts of a Good SOP
03:13 - Part 1: Purpose
03:55 - Part 2: Procedure (The Start, Stop, and Steps)
06:02 - Part 3: FAQs
08:44 - Using ClickUp's Relationship Feature with SOPs

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[mridhu]

One of the BEST VIDEOS on SOP's! Keep it up. You made sound more human and a lot less chaotic.

[Jim.Hummel]

Soooo...this video is an SOP for building SOPs quickly. NICE!
Every time I watch one of your videos I learn something...Thanks!!

[LukeFlegg]

I'm such a nerd, yet still learn even more things than I hoped when I watch your videos - like in this one - I LOVE those collapsable headers and had no idea you could create those in task descriptions!

[RageMc]

I can't believe this is free! Extremely helpful! Thanks, Layla!

[antonwieprecht]

Love it! I wish more entrepreneurs saw this and really got their SOPs organized in a way like this. Too many documents out there just dying in some folder, that no one ever opens and uses.

[monicabowens]

I love the explanation of why you use Relationships. That makes it much easier to separate 1 hat into many hats

[blackviking]

Great info! I can see the concept of "task" being a little more flexible than I originally thought.

[MrPioorko]

Love your videos! Perfect pace and clearly explained. Thanks!

[audreyeichman]

Love this video! I do have a couple of questions on SOPs! Do you normally have a template of the SOP to be used for checking off the tasks that need to be completed? Or how do you decide what should be a template, and what should be an SOP?

[BeanWorks]

Super appreciate you sharing knowledge ❤ Watched one video yesterday and instantly got the business account. Potentially one of the best mental health tools being neurodivergent.

Can attest to the SOP pronunciation 😂 I have a rural accent from Alberta, Canada. The kind of word you feel dirty even thinking about speaking.

[scottmoonman]

Layla! Thanks for yet another of your great ClickUp How-To's. I was cringing at the thought of setting up SOPs in Google Drive. This seems more manageable and containable. I love the simplicity and practicality of the structure you're suggesting here. I'm Guessing you would simply create a Space for SOP's to build this in.

[dina_sorrenti_art]

What about solopreneurs? Should we use SOPs? I mostly just manage my blog and social media and I don’t have a team

[authenticcarpentry]

Hi Layla. This video is super helpful. I love this approach to SOP compared to the standard, long-form Google Doc that no one wants to read. At 9:10 you are describing how to define the relationships between SOP and Roles in the company and we get a glimpse of some kind of organizational structure there with details about different roles. I would love to learn more about that. Do you have a video describing how your organize that part of your organization? Thank you so much!

[AntonioMartinez-xgfp]

Great Video! I am definitely going to adopt some of your practices. I like the simplicity of it and I am sure the people I work with will like it as well.

[CameronCox_]

Well that was a very cool updated workflow thank you 👏👏

[RageMc]

07:35 and 08:44 So simple but mind blowing! 🤯

[JayCougan-do]

Love this! And thank you for sharing! Very silly question that's driving me crazy. How did you get borders around the columns for Inputs/outputs? Or, alternatively, how did you add checklist and tags within a table? It seems you can either do one or the other but not both. It looks pretty and I'd love to be able to recreate! Thank you!

[velkroland]

Hi Layla. I already have my SOP in pdf format. Can you guide me on how to
1. Get them into clickup (I think I should cover to word or clickup file?)
2. Get the responsible person/people to update with a signature

I can schedule the edits and delegate, but how do they add their signatures to satisfy it's been completed? (With log/timestamp)

[YourLocalHandyman]

Hey La Layla... Would you by chance happen to know how to resize the width of a Task (contact name in crm)? The system appears to respond well to resizing other columns, but when I try to resize the contact name field, is becomes narrow, then expands out again almost instantly. 🙂

[philippeguerit]

Interesting video. Thanks.
I have a somewhat tangential question: How do you get icon in your custom field ("SOP Strength" in the video)?
Note: this is a very nice way to shorten field name