Hey, what's up, SaaS Master?
My name is George, and today I want to show you project
management tool that's going to help you get your stuff done.
Now, this one is called ClickUp.
And trust me, you're going to be blown
away with all the features that this SaaS has.
Now, in this video, I will be covering an overview of ClickUp.
But trust me, there's so many features that it's not even possible to cover them
in this video unless you want to watch a three hour video.
And I know you don't want to watch a three hour video.
So let's go into the overview of ClickUp right now.
OK, guys, so let's get started with pricing.
They even have a free tier that's going to be free forever and it has 180 gb
of storage, unlimited task, unlimited members and two factor authentification.
So you can get started right away and start using it.
So there's no reason why not to start using ClickUp.
Now, if you want to jump into the advanced features of unlimited and the business
plan, well, the prices are are actually pretty cheap and heads up in the script.
There's a link that if you use it, you're going to get 30 percent off the LTD
version and 15 percent of the business version.
So how cheap is that, man?
OK, let's go jump into ClickUp.
This is my click of Dashboard and I have some demo information right here, ready.
And you're going to actually see how powerful this actually is.
And no, I was not sure sugarcoating this
when I said I'm going to blow your mind away.
There's so many things that you can do
with it that I haven't seen another project management tools.
So check this out.
First day we have our menu on the left, which we're going to view, obviously,
the home version for the quick overview of everything that's going on.
We have a line up where we can add line ups right here of what we want to add.
Right here. We have trending.
You got my work, you got comments done,
delegated and the overview over here of the calendar.
Also, we have notifications if you want
to view notifications right here in a clear and simple manner.
We got polls
for that to load.
There's going to be loading the work for the work that you have done
by people online and see how the other team members are actually doing next.
We have goals you can set up different
type of goals, goals based on task, based on money, based on whatever you want.
And you can have those right here.
If I wanted to add a new goal,
I just fill out this form and it starts out in it right here.
Next we have are the spaces.
This is where we're going to get our work done.
This is the most important part of all.
If we open up our first face right here, we have this this one we call this
strategy, but obviously is going to be called for whatever you need to get done.
Right. And there's different type of use.
This is where it is actually super powerful, in my opinion.
Now, for example, we have the list view, obviously.
I know it's pretty common, nothing fancy about it.
But when we go into more advanced use,
for example, we got bored, also known as Kanban, we have a box.
So, for example, based on the uses that you have, are available right here.
So the team members that are on this space, you can even embed stuff.
Check this out.
I haven't seen this in another project management tools.
You can embed a Google sheet.
This is actual Google sheet that I'm using
right here so I can actually edit what's going on right here.
And it's going to be updated over there.
So just imagine saving time right there, not having to open up a Google sheet or
having to go to Google Sheets to app to actually do this.
You can actually do it right here.
So that's pretty cool.
There's a gap view, obviously,
based on the steps that we have and we can actually connect these if we need it.
You obviously there's not many steps right here, so we can't do it.
But there's a clear view of what's going on.
You can create a form.
These are super useful.
So, for example, if you wanted to edit
this form, that's going to edit the fields that we have on the other views for Lisp,
you, for example, are able to be added right here.
So if I had once had the budget, the review and I can share this.
So, for example, let's go ahead and copy this link.
Obviously you can embedded also.
Well, let's just go ahead and open up incognito mode.
This form is super useful because you
don't even have to go open, ClickUp to actually fill out something.
So if I needed to fill this out or as you say, I have a virtual assistant.
Right. And I need them to fill out
the information somewhere else, I just need to give them access to the form.
This is just an example, right?
They don't actually they don't actually have to have access into clickable.
So if I fill this out,
it's going to fill it into the information over at my ClickUp space.
You have also tables view super useful because you're actually being
in a separate, separate way and we can add more columns.
So, for example,
there are several column types assigned comments assigning all of these.
What type of column do you want?
Is it going to be a checkbox, a date, a dropdown file, even a formula?
You can do locations, money, numbers, people progress, auto, all of that.
And you can use them right here to have your project well built and work easily.
There's more views we haven't finished here.
Like I said, this is going to blow your mind away.
We've solved the the simple ones, the list, the board.
There's also a calendar, one super useful if you need to schedule.
For example, let's just go ahead and add the view.
Let's just say you need to schedule something.
You can do it right here.
You can move them around with calendar view.
Let's go into more views.
We got get we saw already the box, the timeline.
We saw it the table. We also saw that there's a mind map.
Check this out. If you wanted to do a mind map right here
for task or blank, let's add for task right now
and we can structure task in a different
way, like the way we visualize it is using the mind map.
Other type of use is workload.
So depending on the workload, that's.
It's going to show
there's not a lot of information in this demo template that I used,
but you would see a lot of information once you actually get this music.
We have activity.
We got maps of, for example, activities right there.
You got the map.
So, for example, if this project was based on locations, if we use the direction,
it's going to add it in a map view so you can view that way easier.
There's documents, for example, we need to adopt.
There's a chat. There's the embed.
You already saw the embed for Google Sheets.
I thought that was amazing.
I mean, not having to go to Google Sheets
and go open it when I have to work on this specific space and project and just go
jump into my Google sheet inside of here is I think it's amazing, right?
If it's docs, you can do calendar maps, YouTube Figma or embed URL for anything.
There's also the form we saw that already.
So there's all those type of use to help
you actually get things done, whatever you actually need to use to get
things done that looks easier for you, then use that.
If boards work better for you instead
of list, we'll use sports and you can multiply these.
That means that you can add, for example, board.
I can add more boards if I need with different type of filters.
So I actually view them in a different way.
So for example,
if I wanted to abuse something in a different matter,
I'll add another board or another list with different type of things.
So all that to get things done now that is for the views are right.
Next thing we got is we actually have automation.
So if we go into the top right here, you're going to see automate.
We can add an automation right here.
And what automation does is basically, if this happens, do that.
It's as simple as that.
OK, so when this happens,
for example, we can say if the status changes, the due dates, task length,
time tracked, I don't know, we'll do a simple one.
The status change from.
Active, can't confirm to done confirm and we could add more conditions to this,
but if that if those criteria are met, if from active associated done,
then it's going to do something else so I can change the assigning.
For example,
this can be a task for in my case, let's just say I recorded the video,
but someone else is going to be working on the thumbnail and the description.
So automatically if I turn it into
done, then it's going to switch it off to another assignment.
All right.
And I can do it to my other assignment there and create now something that's
really cool and I really love about SaaS as they do.
This is templates.
So an automations,
you don't have to figure out what to do if you want it to work with statuses.
They already have pre-built templates to work on.
So, for example, you can use any of these templates available.
For example, priorities for other bugs, Calendly
emails, GitHub, Twilio, and just use those recipes already to use
them for your own right so they save you time.
You can manage them and you have the uses for these.
OK,
there we go. Next thing we have is we'll all here.
We got more spaces, but obviously the same one with different type of views.
We have dashboards, dashboard to help you get things
viewed in a different manner.
OK, I even embedded a website here,
so I embedded my website right here if I wanted to do that.
All right, guys, I don't know whether SaaS Master dot net.
We can add widgets right here
for different type of use that we want in this dashboard.
For example, we want to do the calculation
of portfolio tasks, assigning Sprint's customers statuses.
What do we want to view in this dashboard where we just jump into it?
Tags society's priorities, time tracking tables, beds.
You saw that? I embedded my website.
I can get my Google Sheets right here.
Slides, Google Docs, Figma, YouTube, invasion, Twitter or type form.
Embed them right here. Just use them so you can build your
dashboard to whatever you actually need and feel it's useful for you personally.
What you want other features is docs. So docs right here.
It's pretty awesome because we can add a new document right here so we can say
dock for video.
Let's add an icon right here.
Search for video inside the little nice icon there.
And this is just text text. All right.
We got our comments right here if you want.
This is for testing. Enter that.
We can tag people.
We can mention the task at emojis, slash commas.
Yeah, slash commands and record screen.
That's in beta right now.
So we also have the rich text right here so we can add headings, bold italic,
embed with code locks, all of that stuff.
What do you want to do with this?
What we can save it for documents that we need or we can share it.
Check this out. OK, let's make this shared.
Oh, not we don't want with location shared, OK.
And we want a public link.
We can also embedded on the website.
But let's just say we want to share this with someone.
Right. Hey, I've got someone I need.
There's my incognito mode. I'm not logged in.
This is just what I'm viewing.
This is a public link. I'm not logged in.
You can check it out.
Here's what I just wrote and it's available.
There you go. As easy as that.
And you can create the documents with that.
That can be super useful for different type of situations.
And you can view them right here,
create new ones assigned to me, shared in private view all of those.
How cool is that? All right.
Over here, we have our workspaces.
In this case, we've been working under one workspace.
We can consider that as a business.
OK, that's the business.
We can add another business right here
and inside of that business, we got the jobs that need to be done
in each of those businesses, which is workspaces and it workspaces.
We have the settings available.
There're settings, there's import, there's people click, click apps.
We've got to check that out.
Click apps, click apps are things that you can activate or deactivate if you need or
don't need to use in different situations like in spaces.
For example, the automation is a ClickUp. Do we want to use it?
Yes. So let's keep it on.
If we don't, we can remove it.
Clip screen recording,
clever collaborative editing, common reactions, custom fields,
custom task ideas, dashboards, default, personal views.
You could see what we what there's
available and you can decide if you keep it or not.
Dependency warning docs home email giving incomplete warning line up milestone's
multiuse signees Knesset's subtask not start it started
groups office if you want to have those there priority posts quick
a bunch of them this.
I'm not going to read each one because there's a bunch of them right here.
Activate and the.
Tell me what you know, don't assume popular one,
you might want to activate that one, and we have the integration's right here.
These are the integration's that are available.
Yes, Zapier is available.
So if you need to use that for automating
things outside of ClickUp, then that's also possible.
But there's these ones available, slagged escort.
Go hang on to the popular one.
Custom Apps Email and Integromat Zoom Zapier.
That's right there send us a bunch of them and Slack available there.
So there's so many things that you can do ClickUp.
I know it might sound or might look overwhelming but once you get used to it
and give you some tutorials on how to get started like simple ones you're going
to see you're going to get started right away.
And your team members, which is the most important part,
is that they get the hang of it, so they actually start using it.
It's going to be pretty simple once you get started.
So that is ClickUp. Trust me.
Like I said before, there's so many type of use that that's what really amazes me.
And it really blew my mind.
And I hope it blows your mind.
So don't forget that if you guys want
to ClickUp, there will be a link, a description, like I said before,
30 percent off for the LTD and 15 percent off for the business.
And if you're good with free, they just go for free.
And that's if that's enough for you, then use that.
OK, now, there you go.
Thank you all for watching My name is,
george, this is SaaS Master and I'll see you guys later.