In this video we will see a few useful settings in ClickUp.
If you are not new to ClickUp, you can click on this time stamp to skip to the main content,
or use chapters given below so you can get straight to the video.
And if you are new to clickup - here's my two cents. If you're still on the fence,
please start using it. I have provided links below. No, clickup is not paying me to say this.
Although, I have an affiliate link if you choose to use that, I might get something but then they
are not paying me to say all these because I have myself been using ClickUp since 2020 September,
I guess. It's been a great game-changer and I'd definitely suggest please start using
ClickUp. You won't regret it! So here's the list of useful settings you came here for.
Dark mode - in case you are wondering my clickup looks different than yours, that's because I
activated the dark mode and you can do too. Just come to this setting here at the bottom,
and click on this dark mode. So, this activates dark mode across your entire workspace.
But what if you want to activate dark mode only for this sidebar.
They have a setting for that as well. Click on this space sidebar settings,
and just hit 'Dark side(bar)'. When you activate that, only the sidebar will become dark in color.
Fav menu bar - one setting I really find useful is activating the favorite bar at the top.
if you have not done that already. Here's how you can do that. When you start,
if you don't have this favorites already added, you'll see that on the left side here
and let me unpin this to show you how this works. Just like this one.
So, if you click on this, you'll see the favorites and all you want to do is, just click on this pin
and this shifts its place to the top of your page. And this is where you can access favorites
bar where in, whichever page you go, you'll always see these showing up.
And truth be told, you should not be getting into all of these lists, all the time, it'll just keep
you out of focus - if you want to just focus on a few things may be for that particular day where
you're working I'd say put those things in to your favorites so that you can easily access all
of this here immediately from any page. Of course you need to add folders and lists to favorite for
this to work. How do you add to favorite? Click on this ellipsis drop-down and click on favorite.
Next, we can link ClickUp to our calendars. Let's say Google Calendar, or Apple iCal for example.
When you schedule a task with due date and time, it beautifully gets transported to
your calendar. This, I guess, is one-way sync. So, here's how you can link your
personal calendar to ClickUp. Click on your workspace settings and just go to settings,
and on the left side here, scroll all the way to the bottom and click on calendar.
As you can see, I have already linked my Google calendar here. So what this does is it's a one-way
sync, whenever I add a task with a due date, this gets synchronized with my Google Calendar. So,
I also start getting notifications on Google calendar if I have that activated on my any of
other devices. So, that way I can also know that, okay this task is due for this time.
Unless, you have of course ClickUp app also being used, in that you will also get notifications on
your ClickUp app as well. So if you don't want two different notifications, you can disable this
calendar but I think this will give you a clear cut picture of what your calendar looks like in
case you are not used to ClickUp's calendar - you can synchronize that with your personal
calendar and that way you get to see your calendar upfront, with ClickUp's tasks that you've added.
Next in the list is finding more room on the screen. This sidebar may not be necessary to
be open all the time, so whenever you want this collapsed, simply hit "Q" on the on your keyboard
to collapse the sidebar. I found this super useful whenever there were more columns in my list. So I
need not do the painful horizontal scrolling like this one or use a scroll. Speaking of scrolling,
did you know that you can use your mouse scroll wheel to see all the columns instead of clicking
this pesky scroll bar that's hard to grab? The secret is to hold the shift key while
scrolling. Next in the list is about creating tasks by email. Honestly, it's a lesser used
feature unless you really want to create tasks through email. So here's how it works in case you
are interested. So whenever you create new tasks by sending email to click up, those tasks are
created within the lists and for every list there is a unique email address that you want to copy.
So first you'd want to find the list where you will be adding new tasks. To do that,
let me expand my sidebar again. Click on the ellipsis next to the list where you want
the tasks to be created. Let's say I want to add to the ideas here. Then click on more. Then
say email to list. Clicking on this will give you the email address that you want to send email to.
Copy this and add it to your address book with which you can then send or forward the
email to clickup to create tasks and attach your email to the tasks within this particular list.
And once again, remember that this email address is unique to this list.
And, as you can see here, I'll throw this up on the screen as well.
The subject that you give will be the task name, and you can assign this with this tag, assign and
then give a name if you have more members and you can say due and then give the due date and time.
And you can also add tags to it by including tag and then give the tag name. The body of
the email will be the tasks description. And if you attach any email attachments to that email,
then that will be also attached to your task. Just remember that all your email attachments will also
add to the storage within your click up account. So that's how you can create tasks by email.
The next on the list is a close cousin related to email, but here you can check and reply to
your emails right within clickup. I found this really cool. Here's how to activate it. First,
you'll have to enable your click app called email. So let's do that.
Click on the workspace settings and click on click apps. And in here you can search for email
and activate this. Once you do that, if you go to your workspace lists and then open any particular
task. Let me open a task. Now, this next step was not that obvious, and it took some time
for me to figure it out. I was expecting a new screen where we can also check emails and reply,
but that's not the case. Once you open a task, you can see that when you type a comment to a task,
you can see, uh, this can be sent as an email here at the bottom. So instead of a comment, you can
send an email. And then from your email address that you have linked to in your clickup account,
you can send it to someone, put the subject and say something, and then send the email
and then the replies will also be tagged here. So that's how this email checking and replying
for a tasks and lists work in clickup.
If you're working with multiple members in your team,
you need not leave clickup and check your inbox. So this way you can interact with
them through email within click up itself. That's where this comes specifically useful.
If you're not into any of those and you are a one member team, then forget this feature.
Next is about dashboards. Dashboards in clickup
can be activated as a clickApp first, so I want to go to the settings again and click on click apps.
Make sure you have the dashboards activated like this one, this click app. And once you do,
you get to see your dashboards, here. You can also hit the keyboard shortcut "D" to come there.
And within dashboards, you can then add the widgets of your choice from the list. From
this list here. Most of these widgets will come under the unlimited and business plans. But there
are also some free ones that you can check out. But as an individual content creator, again,
I didn't find this one super useful except maybe this Tag usage. Here.
Let me know in the comments if you know of any usefulness within dashboards.
The next on the list is about a time tracking click app. Let's say you give yourself 25 minutes
to complete a task. You can start tracking your tasks' time right here within click up.
Let's see how to do that. Activate the time tracking click app and once you do, you get
this additional tool within every task in clickup. So all you want to do is you can start the timer
when you start your task within clickup and track it as to how long it takes for you to work on.
You can see that this is getting tracked over here at the bottom. And remember, once you're done with
the task, make sure you stop the timer so you can see how long a task has taken for you to complete.
So, this one was 10 seconds. Of course, that's the shortest you can get. But once you do a task,
you can see how long you take to complete a task. I hope you enjoyed this video. If you really liked
it, then you might also like this one where I showed a few more settings, maybe 25 angles
within clickup on how to use basically, so you can click that to watch it right now.
Just click it. See you there.