ClickUp for Project Managers [The Ultimate Guide]

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Other videos to watch:

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In this video, we reveal the best practices for project managers using ClickUp:

0:00 - Introduction
0:30 - Resourcing Flow in ClickUp
1:45 - The Role of Project Managers
4:53 - The Best Hierarchy in ClickUp for Project Managers
7:10 - The Best Task Structure for Project Managers
9:01 - Project Management 'Deliverable Progress' View
13:25 - Creating a Template Library in ClickUp
18:40 - Deploying and Assigning Work in ClickUp
25:42 - Adjusting Project Due Dates & Timelines
29:09 - Creating Client Progress Views
31:52 - Managing Projects With ClickUp Dashboards
41:32 - Running Daily StandUps in ClickUp
43:30 - Auditing Your ClickUp Workspace
45:46 - Conclusion

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#clickup #clickuptutorial #agencylife #projectmanagement

[eduardoguevara]

Solid structure built into ClickUp and great explanations - Very helpful, thanks

[tommysvensson]

Some other questions for you on CU: where is all the data stored? Can that be customized? Is there any concept of version control for any kind of data? Thinking about using CU as a case management system.

[kosmasfourtsadakis]

Hello !
Your setup is really good! Do you sell or giving it in any way?

[KenDevo]

8:19 If you name subtasks like this where they don't reference the subjects, doesn't this become very difficult to find in search results because you might have 100 sub tasks with the exact same name?

[slickshoes-teaches]

Your videos are so helpful. Appreciate the thought and sharing of strategy that goes into them. One question: When you've got all your templates set up in your template library, how do you reconcile statuses when you use them in new lists?

[BrettJarman]

This was great, thank you. Great detail and explanations. 🙏

[tommysvensson]

Love your content. Question though, isn't a waterfall/due date methodology inherently flawed? I mean vs agile and lean? Does CU work with working agile and lean?

[mike]

Using your methodology to structure tasks, how do you efficiently audit tasks without Assignees in QA Views if the parent task in your system doesn't have an assignee? Do you have to filter to only subtasks? Do you need to specifically tag the parent task ask the "Deliverable" so that you can filter it out? Or do you just overlook it when you're doing QA and making sure that every task has an assignee?

[TrevorKingOfficial]

Any tips to increase the speed/ lag on clickup?

[vaiosalexiadis]

how do you integrate Clickup into Microsoft teams?

[MichaelHawksworth-pm]

Technology is awesome. Are you sure workers want to be tracked for every second worked so Robots can replace peoples work? Great in theory.

[willardmoore]

How can we assign due date based on time estimates? I have a lot of tasks that are less than a day of work. How can we divide those tasks automatically into different days based on the time estimated? I want to see a video of just a bunch of tasks with various times get organized so that we can tell the client what the timeline looks like. Then see how to balance the workload across more people if the timeline is tighter. All of those things change the due dates, but the time estimates do not change. I just don't see how to manage that flow in clickup.