How to Use ClickUp for Project Management? (The Complete Guide)
Every business needs an effective project management tool. ClickUp is the new intuitive and productive tool making its spot in the market. Here’s the complete guide on how to use ClickUp for project management.
An effective project management process can make all the difference when it comes to successfully completing a project. With ClickUp, you have access to powerful tools that can help you streamline your workflow, stay organized, and get things done more quickly.
This guide will walk you through how to use ClickUp for project management so that you can become a master of time management and project delivery. From creating tasks and tracking progress to assigning tasks and viewing analytics, you’ll learn everything in ClickUp.
How to Use ClickUp App for Managing Projects?
Using ClickUp for your project management needs is a great way to stay organized and keep your workflow running smoothly. With its intuitive interface, a vast library of features, and powerful tools, ClickUp makes it easy to manage large-scale projects with ease. Here’s how to use ClickUp for Project Management.
How to Sign Up for a ClickUp Account?
Signing up for a ClickUp account is fast, easy, and free. To get started, simply visit the ClickUp homepage and create an account with your email address. Once logged in, you can start creating tasks, assigning members to them, assigning deadlines, and more. Here are the detailed steps to sign up for a ClickUp Account:
Go to your browser on your computer, and visit ClickUp.com.
Click on the Sign-Up button on the right button.
Enter your email address, and click on the Get ClickUp button.
Next, enter your further information, such as full name and password.
Lastly, click the Play with ClickUp button to create a Clickup account.
You can set the ClickUp based on the pop up window and your requirements. Once done, you sign up a ClickUp account successfully.
How to Create and Manage Your Projects?
Now that you have your ClickUp account, it’s time to learn how to create and manage your project through it. When it comes to management, it comes with planning. You should plan properly to see how you want to accomplish the project goals and track the progress.
When you’re done with your project’s planning, here are the steps to create and manage projects in ClickUp:
ClickUp has a feature of Space that lets you organize your projects and related tasks. For instance, you’re working on a project to create an Android App; you can create a workspace with the name of an Android App and can add related tasks and contents to it.
To create a new space, navigate to the left-side navigation bar, click on Spaces, and select Create a New Space underneath it. A new pop-up window will appear. Enter the name for the space, and it can be the company’s name or the project you’re working on.
Select the Avatar and Color for your space to customize it. If you create multiple spaces, having different colors and avatars can make grasping the information on the screen easier.
Choose whether to keep the space private or get team members to share and work with.
Choose how you want the tasks’ statuses to appear in your space. It has a bunch of ready-to-use templates, and you can use the custom ones too.
In the next window, ClickUp will ask you if you want to add any ClickApps, which allows you to simplify your tasks. Such as priority, multiple assignees, time tracking, etc. Add the ClickApps and hit on the Next button.
Lastly, review your space customization and set it up with the Create Space button.
Once you’ve created your space, it’ll appear in the left-side navigation bar. In the created space, you can create folders by clicking on the ellipses on space, and in folders, you can create lists and tasks to divide your project into smaller chunks.
For instance, if you’ve created the space for an Android app, the folders can be named as mockup design, user interface, homepage, etc. Under the folders, you can create and assign tasks, set the due date, and set their states per your preferences.
Here’s how to create folders, tasks, and lists in ClickUp:
Navigate to the left-side navigation bar, click on the space under which you want to create the folders, click on the “+” and select create a new folder.
Enter the name of the folders, and it’ll be created under the space.
Steps to create Lists in ClickUp:
Under the folders, you can create lists to subdivide the projects further.
To create the lists, you only need to click on the “+” icon on the folder and create the list. Enter the name of the list, and that’s it.
Once you’ve created the list, you can create tasks to assign to your team members. Here’s how to create them.
Steps to create Tasks in ClickUp:
To create tasks, click on the List under which you want to create the tasks.
Once opened the list window, click on the Task name, type the task name, set the duration date, click on the contacts icon to assign it to the relevant team member, or add more details you need via click “+” button.
You can also create subtasks under the tasks you have created. Simply click on the first icon next to the task’s name, and a subtask will be created underneath it.
Once you have created the tasks, you can add further details such as task descriptions, attaching documents, etc. To do so, simply click on the tasks, and a pop window will appear with the respective fields.
How to Automate Your Projects?
When your projects become too large, keeping up with all the tasks manually can be overwhelming. Fortunately, ClickUp offers various automation features that allow you to automate various aspects of your project management. This helps save time and energy so that you can focus on more important tasks.
Here are the steps to Automate your projects in ClickUp using the Automation feature:
Head over to the screen’s top right side, and click Automation.
It’ll show up a window with the automation you’ve currently set. Click on the Add Automation button to create one.
A new window will appear with the two divided sections vertically; When (this happens) and Then (Do this Action).
Select the tasks and the conditions on the left side of the section and click on Create button to launch it.
If you’ve upgraded the plan of ClickUp, you can use all its automation features. An example of ClickUp automation is, suppose you want it to send an sms or an email when a specific task’s date is about to be met. By integrating the communication channels, you can get updates, so you don’t miss out on important tasks.
How to Chat With Your Team Members?
One of the best features of ClickUp is its ability to chat with team members. This feature allows you to communicate and collaborate more efficiently with your teammates in real time. With the help of this feature, you can share and embed the files and links and mention anyone on your project team. Here’s how you can use this feature:
To use the Chat View on ClickUp, you have to create it. Let’s look at the steps on how to add the chat view in your ClickUp:
Navigate to your ClickUp profile and navigate to the stage where you want to add the chat view. For instance, if you want to add it to the tasks list, select the list from the space, and it’ll open up on the right side of the window.
Click on the View tab on the top of the header and select the Chat option in the drop-down list.
You can name your chat as per your preference, and once you’ve entered the name in the text field, click the Add View button on the right.
The chat view will be added to the specific stage where you added it, and you can access it from the top bar. Whenever you want to chat with your team members, you can click to open and chat there.
How to Create and Share Documents With Team Members?
ClickUp allows you to create and share documents with your team members. It makes project collaboration more manageable and more efficient.
Here are the steps to Create and Share Documents With Team Members in ClickUp:
To create and share documents with team members on ClickUp, all you need to do is navigate to your ClickUp profile’s left-side navigation bar and click on Docs.
To create a new doc, click Add New, which will open a new window where you can create as many docs as you want.
Type the contents in the document per your needs.
Once you’re done creating your ClickUp doc and want to share it with your colleague, click the Share button on the top bar.
Select how you want to share the docs with someone. You can export them directly to your local storage by clicking on the Export option or copy the click to the file and send it to someone.
Project management tools aren’t a new thing in this modern age. In fact, there are many of them available, but all of them have something missing that ClickUp offers. One of the important factors of the project management tool is the user interface that allows you to catch and analyze the information on the screen without thinking twice.
ClickUp has an intuitive and very clean user interface, making it easier for new users. Moreover, it also offers task automation and many other features that help you grasp your projects with productivity and efficiency. Whether you’re new to project management tools or have been using them for years, you can learn how to use ClickUp for project management effectively with this guide.