Hello everyone and welcome back to the keep productive YouTube channel on today's feature
I'm actually gonna be diving into click up to now
This is the second version of the application that they have developed now click up has really actually impressed me
I'd say over the last year because they've been consistently releasing updates and it's this sort of
not all in one application, but this really
Broad project management application the closest it reminds me of is like Monday calm
I'm at the moment because they're both very similar applications
Um, but they're doing very well in the market a lot of people considering them. So in today's video, I'm actually gonna be
Creating and show me round click up 2.0 but actually activating not activating to use but activating
To create a Content calendar in there so that you can get to see a working way. This is created
The other thing I want to mention is if you want to check out the video that you've on did diving into it
She's in pretty active user of click up. So obviously she gives us tour around 2.0
But I want to tell you around this application giving you my opinions on where I think it's going
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So guys as you can see here, I haven't created a space here yet. I went about deleting the previous ones are created
so I'm creating a space for
YouTube videos so I'm gonna go ahead and press that one there
but what you can do is actually
Use it a template say for example
if you've got
spaces you've got so let's see if this one works out more suitably if I press save you can see and there we go that
YouTube does appear there and let's say I just want to I can add a cup of tea there and not actually
So here we go. You can also add a space color or avatar in this case
I actually gonna upload the YouTube logo because this might be a little bit more effective
To be able to upload something that looks a little bit cleaner. So if I went and found a YouTube logo
Okay, there we go, and I pressed save on that one
you can see that the logo comes through here and you can obviously add a color and
Icon if you want to do too
So you can see this is private just to myself you can add people as well
If you had more people there, you could share it with the entire workspace of anyone that has access
So for example guests can be added there so I can create these different types of
Tasks statuses to get started. So for example, I could follow like the scrum ruling of
How scrum and agile teams do that?
I could there we go. Use the content one, which I probably will actually use which means that I can start
You know
utilizing one of the templates there
If I go to new template, I can obviously create new statuses and if I want to I can modify the existing one
Which is very useful and save it. You can create custom ones or follow like a Kanban traditional experience
Now you can enable what's cool click up apps. This is the same as what was previously available in this case
I I might want to have time tracking on
Priority could be important tags. Yep
Time estimates if you wanted them custom fields. I might remove this. Actually I'll keep this one to show you guys and
You can have dependency warnings. But in this case, I'm not going to actually have dependency on
So here we go. Here are the required views that you have so you can have
ListView always required am bored view is always required. I'm gonna have calendar view on as well
I'm not gonna have box view or Gantt view actually
Gantt view is part of the premium so you can't actually get hold of that one and
The form Maps files and dashboard are all coming soon
So let's go ahead and review my new space so you can see here all of the information that I added
everything from the space name to the
Actual specific click of apps that I've created and it will go ahead and create your new space
So, there we go
I've got something to get me started and some time us say is from the previous click up
You can check out our previous video on there. It does look a lot more attractive
For example, you can go up to inbox here. It's a lot cleaner
Um, it's just a lot easier to navigate as well on this left-hand panel. This is where you can navigate new spaces
Find details there. It just looks like a lot more attractive up here. This is where you navigate the different viewing options
But you actually have to create a list to get started. So I'm gonna go ahead and create a new folder
But in this case and create a new list and I'm gonna call this one
YouTube content calendar
So here we go, um, naturally this list is using Stacey's inherent to the YouTube video space
Which we created you can actually dismiss that and I can start adding titles so I could say you know
Click up 2.0 tour as one of the videos that I'm doing
So obviously in the list view you get this very basic sort of overview you can group by different sort of information
So for example, if you've got it based on priority tags things of war on later
You can filter up here and actually filter them down based on the attributes. You assigned to them
You can also add new tasks up here and add a description
So if they wanted to add a description I could say this is for all the upcoming
videos on
keep productive
So that's sort of like a brief explainer here
I've always liked the way that you can open up tasks here and something I'll show you in a moment anyway
So I've added the title of this and you can see that the status has already been given there of open now
It's very similar to Monday comm you've got what's called groups so you can collapse groups you can expand groups
You can add as many tasks as you like. Um, you've also got assignee so I can actually assign it obviously in this case
It's assigned to myself, but I could hide the column if I wanted to or move it to the end
So it can actually add myself as the assignee I can give it a due date as well
So for example, I'm like actually I want to get this one out by the Tuesday here
And what's quite good as you can set it as a recurring one
Recurring when it's closed, which is good and you can actually add a start date and a due date from here
So I'm actually going to start this one today
So I can see a sort of projection of all of their sort of details there
so it's perfect and I can even set a priority and I'm going to say this one's just
normal right now
So once I'm happy with that, I can press save and that task is a naturally editable so I can rename it
I can create subtasks for I can edit the tags and it's a it's a weekly tag
Now now this is the sort of task trade that I mentioned before this hasn't changed since click up one zero
But it looks great. It always has looked great as a way to manage your tasks
So down here you can obviously add some sub tasks so I could be like create
thumbnail
You know
Email click up team
to check features
And I could individually add
The actual dates to them and I can even add the options
So if I go into options here
I can convert it to a task
Actually make that into a task
And add a dependency to it merge it with another task set a date and a priority which I wanted to do
So I could say tomorrow. I will then email the click up team about that
I can add attachments down here
If I wanted to I now that checklist which is very helpful
in case I wanted to go through some stuff I could print I could see the task history and I can open this one as
a full screen and I can minimize it down in the corner so down here I can actually
See the task tray I can see. Okay. This is the task
This is all the you know details about that and I can even move the tasks up here
So I can minimize
Talas which makes them handy to be able to come back for later and I can even add tasks down here I can add what's
Good a reminder and notepad notepad is a separate sort of application that is in addition to your experience
So let me add a few more. Let's say I've also got a
notion instead of video and
Also, I have a superhuman interview planned
So I'm gonna add that there and pressing end to just get some started I could say. Okay, that's due tomorrow
Okay, that's to next Wednesday
And I can add a priorities here so I could say low and they're all signed to myself which is perfect
So what's cool is here?
This is where the filtering can work so I can filter down tasks based on, you know priority
I could say I want to only see high importance
And can do the and/or all setups, which is great
I can even remove that filter if I wanted to I can group by status
So for example, I'm like, okay, I want to see everything groups of by priority. So that's quite handy
and you can even have
subtasks expanded or not
And statuses viewed there now. I think I want to reiterate is down here. You can see if I go to
The upgrade area you can see that I'm actually on the free plan
This is me hundred. Megabytes unlimited tasks unlimited users. And that's quite good. I think like obviously inside of the premium get much more
But I want free still like that's really good for a way to be able to manage projects and tasks now
Let's go to the different views. Let's go to the board view up here
and as you can see
These are the statuses the active status is that they set you up with getting started so I could be like, okay
I am ready to roll. I could say the click up talk is ready. I could say the notion instead of is being written and
I'm waiting for approval on the
Superhuman video. So if I go back to the list view, you can see that this has all been now sorted into different areas
So this is perfect
this is a
neat way to be able to organize the different statuses of my tasks and I can go in and be able to modify all of
that
So the good thing is up here something that didn't mention is you've got me mode so you can only see
Where things are assigned to you only and if you want to choose certain people you can customize it
And whatever and Elsie's so that's just something that is sort of a little a little bit of an add-on
I'll come to the future side of stuff near the end
So as you can see here, I can go in and modify it like I was before which is really handy
and
Obviously the status changes up here and I can move it to the different statuses. So you may have just seen that one move
but you can see that as you drag stuff across like
this is ready to publish and
The closed goes to here science essentially means the task is done. I can close the task manually if I want to
And if I go back to list, it disappears from this area and I could go over here and press show closed
But this means it just disappears automatically from your setup
Okay, so you're probably wondering how does a calendar view work as well? So give to calendar view and
I can see these tasks laid out
So when I mentioned that the click up will be done over the next five days
Then you can see here that that spans across that so that's really handy when it comes to be able to see
When your tasks are and obviously if you've got the pro you can see the Gantt view
But the nice thing I like is that you've got week view as well
so you can see the actual days that you've committed to you've got four day view so you can be a bit more granular and
If you want to you can add a little task
To an actual today. So for example, you can see, you know film notion course
Module four
Anika press save there. So the task gets added and I can go in and add all the details
So that's one of the things that I know a lot of people like sited a calendar view
Now up here, you can add more views and obviously you can add conversations documents and beds
But one of the things that I want to be clear as is the box and the Gantt are Pro features
So just be aware of that
but obviously they look really good and I'll probably do any separate video on the premium side of stuff to give you a bit of
An idea of how whether it's worth it to go across now one things you can do is add a dunk view
So you can actually add documents here
So if you and your team want I guess like an internal wiki sort of thing, then you can add documents
There you can have conversations as well
So you can start a conversation with your team and naturally once you're invited to this area
They can obviously see all the details if I go to list information
They can naturally see the project progress in this case
There's no set date. So I don't actually have to add any date to it, but I can actually add owners
And people that I want invited to these different spaces
Now if I go to the inbox for you can see that everything comes in and I can see okay
What's in my inbox? What do we need to start today? And I could go. Okay. I did that one boom, and it gives me
What status I need so in this case I closed that one which is perfect and I can go up to next I can say
Okay, what have I got to do next?
I've got this one to prove so I can go mmm. Actually. It's in the publish phase now
It's still you know set for tomorrow
But it gives me a bit of an update on what's going on and I can also see what has been done as well
What's been delegated to other people and what is unscheduled out of the stuff I've done
I've also got
notifications of when things have been cleared that's useful for when your teams but here I've also got the way to see everything as
Spaces so I can see all of the lists
I've got all of the documents that I've got active as well and down here in the left hand corner. I've got goals
So I can set goals
Inside of my account which is quite cool
Someone that didn't actually know you could do inside of your click up account
You've one's got portfolios as well to see a high level view of only lists you care about now
I actually don't know where that's a premium feature
I will touch on that in the sort of bigger deep dive and you've also got reporting as well
so reporting is something that you can see anything from
What's been completed? But in the unlimited plan, you can see what's been worked on who's behind it time track so far and
Down here. You can see all of this sort of preferences settings that you do have for your click up account now
Obviously I keep mentioning
This is you know
So monthly it's nine dollars per month per user you get unlimited storage all the reporting Google Drive and Dropbox
Unlimited custom fields goals and portfolios. There we go set permissions guest visibility unlimited
views and
Delegating gam-gam to box five guests and two per extra seat and you can also see
Then the free plan it gives you pretty much something to get you started. So
Guys, that was click up 2.0. It hasn't really changed
too much
What I would say is it's just it, you know a little bit more refined
I really like the design like there's something this I think definitely improved in this account and
I think they've really honed in on some features
They just look more cleaner more smarter
I always try and recommend this where I can because for example
If someone emails me and says I need this as a specific way to manage
This is quite a good general application. If you're looking for something there, I guess takes a sauna a little further
But isn't necessarily like the work flow ability of say Monday don't calm or other applications like that
Then this is a good middle ground. This is a really reliable sort of broad application
now one thing I want to mention is
I will be doing more videos on this probably trying to bring in other people to talk through this application further
I'm not an active user but this is something that I know a lot of people want to learn more about
Any of the guys a big? Thank you a big
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Thank you very much, and I'll see you all very soon Cheers ever