Duration
3 days
OVERVIEW
We all know that there are many project management tools out there, but it can be hard to find one that fits your needs perfectly. Many of these companies offer features that are subpar or don’t quite fit what you’re looking for, and sometimes, you end up getting stuck with a program that just doesn’t work well for your team. It’s time for you to start looking for a project management tool that will help you scale your business. Luckily, one program, in particular, excels at being an all-inclusive platform.
ClickUp is an all-in-one productivity tool built for teams of all types across any industry. Not only can you bring all your work in one place with this app, but it also boasts a scalable architecture, attractive UI, and hundreds of fully customizable features, making it one of the most advanced project management tools in the market today.
You can plan, track, and collaborate on any project, build the perfect workflow for you and your team, create marketing campaigns, manage development sprints, and more all in one platform! Needless to say, ClickUp has all the features you’ll need to simplify your workflow, save time, boost work efficiency, and optimize your business’ growth potential.
BENEFITS
- Tracking everything between project planning and project completion
- Team collaboration
- Allocating your task list to the right people
- All-in-one solution
- Effortless project planning and scheduling
- Establish clear goals
- Easy task management
- Balanced resource management
- Better organization
- Enhanced productivity
- Simple file access and sharing
- Offers safety and security
- Saves time
- Effective risk and bottleneck management
- Real-time reporting
- Fewer meetings
- Better collaboration and communication
- Embrace machine learning
- 24/7 Access
MODULE 1: INTRODUCTION TO CLICKUP FOR PROJECT MANAGEMENT
- Overview of ClickUp
- Benefits of Using ClickUp
- Comparison of Available Project Management Tools with ClickUp
- How to setup a free ClickUp trial account
- Learn the interface of ClickUp
- Three Phases of A ClickUp Setup
- Define Process & Workflows in ClickUp
- Setting Up in ClickUp
- Document & Improve Processes in ClickUp
MODULE 2: FIRST PHASE - DEFINE PROCESSES & WORKFLOWS in ClickUP
- Introduction to Business Systems
- Understand What Systems Really Are
- Processes & Intention
- Habit's or Default Decisions
- Map Your Business in Terms of Processes
- Creating an Org Chart
- Managing Hierarchy
- Functions & Process Map
- Managing Process Change Over Time
MODULE 3: SECOND PHASE – SET UP in ClickUP (Part 1)
- Create your ClickUp Workspace
- Admin Settings
- Choose Avatar
- Pick Theme Color
- Add Integrations
- Time Tracking
- Calendar
- Cloud Storage
- Select Workspace and Team Size
- Naming Workspace
- Inviting Team
- Choose Workspace Avatar
- Naming First Space
MODULE 4: SECOND PHASE – SET UP in ClickUP (Part 2)
- Create your “horizontal” ClickUp Hierarchy (Views, Custom Fields, Tasks)
- Define your “vertical” ClickUp Hierarchy (Spaces, Folders, Lists)
- All the fields available to usage and how to create your own custom fields
- Task options - subtasks, lists, dependencies, comments and other
- How to set notifications
- How to use the sort and filter functionality
- How to edit the permission levels for team members
- How to use all the main views of ClickUp - Board, Calendar, Box View, Gantt View, Timeline View, Activity View, Table View, Chat View, Doc View, Form View, Embed View
DAY 3MODULE 5: SECOND PHASE – SET UP in ClickUP (Part 3)
- How to import data into ClickUp
- How to us ethe Whiteboard, Command Center, Task Tray
- How to use the Template Center to save time and get ideas
- How to setup a Dashboard in Clickup
- How to create automations in Clickup
- Best practices when using Clickup
MODULE 6: THIRD PHASE – DOCUMENT YOUR PROCESS
- Select Process, Process Owner and Process Manager
- Essential Elements of an SOP (Standard Operating Procedures)
- Organize Docs in Sidebar
- Add Docs to Folders
- Create Docs in Folders
- Organize Docs with Doc tags
- Search for Docs with Doc tags
NOTEActivities on high team interaction, stimulus based and practical application will be incorporated during training session with all participants to further facilitate and strengthen candidates understanding on methodology in an overall manner.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.