How NOT to Set Up ClickUp (4 ClickUp Hierarchy Mistakes)
Тәжірибелік нұсқаулар және стиль
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Want to learn how to set up ClickUp? Don't let common ClickUp mistakes keep you from learning how to use ClickUp the right way.
Let's walk through four ClickUp hierarchy mistakes to avoid when you're getting started with ClickUp's Spaces, Folders, and Lists. In this video, you'll learn how to build a STRONGER ClickUp that'll help you streamline your business operations!
Here's what we'll cover in this video:
00:00 - Introduction
01:06 - Mistake #1: Overbuilding
02:39 - Mistake #2: Consistency
04:55 - Mistake #3: Underbuilding
06:18 - Mistake #4: Hierarchy Addictions
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Пікірлер: 261
I’m new to ClickUp and really enjoyed your videos. Hopefully many ClickUp customers can benefit from your expertise
Just started with a company that uses Click-Up. We're working backward from the question "Who will use what we generate in reports?" and asking "Why?" to develop the process. Love this channel!
This is a fantastic help. I'm new to Clickup, so very appreciated!
Quick, to the point, no fluff - great delivery and instruction! Thank you!
@LaylaPomper
Жыл бұрын
Glad it was helpful!
Very helpful. Validated some of my frustrations and gave me insight into how to move in a more productive, enjoyable direction.
@LaylaPomper
3 жыл бұрын
So happy to hear that!
Point 4 is the most important, we run a system where everyone uses an ‘everything board’ view filtered to them. The hierarchy is not accessed at all by 95% of the team and the majority of tasks are created from form entry. Using everything board view gives you the chance to see everything that any person in your system below you has on their workload and help them prioritise it if necessary as well as reassign if they are absent, transferred or absent.
@LaylaPomper
3 жыл бұрын
EXACTLY! This comment is gold.
@mukulsingh6027
3 жыл бұрын
The everything view is where the magic happens! I love clickup! Life changing for my business!
This is the first video I have watched from you and BRAVO! You pacing and structure (even on a talking head video) is perfect. You are obviously experienced in this field and I look forward to exploring your other content. Cheers from Portugal (a transplant from California).
@LaylaPomper
3 жыл бұрын
Oh thank you so much, Justin! 😄
@macbwilson
2 жыл бұрын
100 agree!
Love this! I need to send this to some clients, ClickUp does have a learning curve. But that learning curve steepens if you haven't set it up correctly.
@LaylaPomper
3 жыл бұрын
💯- that’s a perfect way to phrase it!
I'm the solopreneur with the 10 spaces and the 90 folders in each space 😅! YOU SAVED MY DAY! Thank you so much 🙌🏼
@LaylaPomper
Жыл бұрын
Hey! Just getting caught up on comments🙈 I'm so happy this was helpful!
This is SO good. We just moved everything over in a one-to-one fashion from our Asana account and I'm realizing that it's super clunky to move around the hierarchy a lot. The number of spaces you recommend based on team size was super helpful, thank you for making this video to share your process magic!
@LaylaPomper
Жыл бұрын
Thank you so much - I'm so glad this helped!
Hi! Nice content and I can feel the hard work and putting effort in this video. Keep it up!
@LaylaPomper
2 жыл бұрын
Thank you so much! I'm so glad you like the content!
Definitely helps you think through ClickUp hierarchy, thank you!
@LaylaPomper
Жыл бұрын
Hey! Just getting caught up on comments🙈 I'm so happy this was helpful!
Thank you Layla! Our business is just starting out and we just switched over to ClickUp and your videos are helping us a ton!
@LaylaPomper
2 жыл бұрын
I’m so glad to hear that, Brian!
Hi Layla, really enjoyed this. Best so far. You know your stuff and are great in distributing it. Thanks a million!
@LaylaPomper
Жыл бұрын
Thank you so much! Glad you enjoyed it!
Your content is soo good and helpful. Thanks for all you do!
@LaylaPomper
2 жыл бұрын
Aw, happy to help! ☺️
really great software - loving the experience, and the Layla's tutorials are brilliant...
@LaylaPomper
2 жыл бұрын
Aw, so happy to help!
Your content on Clickup is soooo helpful!! Thank you!
@LaylaPomper
27 күн бұрын
Glad you think so!
Fast, Informative and focussed - Impressive ...thanks!
@LaylaPomper
2 жыл бұрын
So happy to help! 🙂
This was well delivered. Thank you for sharing your content
@LaylaPomper
10 ай бұрын
My pleasure! I'm glad it was helpful!
GAME CHANGER about not living in the hierarchy! This is gold. I'm binge watching all your videos now. Transitioning to clickup after almost 7 years running my businesses on Trello...and it is a steep learning curve. Thank you SO much for all of this helpful content.
@LaylaPomper
Жыл бұрын
Hey Laura! I'm so glad this was helpful!
I literally setup our click up 4x until I found the best setup that suits us. Simple yet comprehensive. We are outsourced by an audit firm btw and we have 3 audit engagement types with several number of clients/projects per audit type.
@LaylaPomper
3 жыл бұрын
“Simple yet comprehensive” is exactly the goal! I love that!
This was fantastic, well done!!!
@LaylaPomper
2 жыл бұрын
Thank you! Glad you enjoyed it!
This video is so helpful! Thank you so much!
@LaylaPomper
Жыл бұрын
Happy to help!
Great overview. Thank you.
@LaylaPomper
2 жыл бұрын
Happy to help! ☺️
Thanks for this great Video
@LaylaPomper
Жыл бұрын
Hey Ultralon! I'm happy to help :)
Thank you useful
@LaylaPomper
Жыл бұрын
Glad it was helpful!
Cool video and very valuable information, thanks a lot.
@LaylaPomper
7 ай бұрын
I'm glad it was helpful!
thanks for sharing. great video.
@LaylaPomper
8 ай бұрын
Thanks for watching!
Very helpful. Thank you.
@LaylaPomper
2 жыл бұрын
You're welcome! I'm so glad it was helpful!
You giving too much information away! I love it 💜 this is definitely the starting point for any setup.
@LaylaPomper
3 жыл бұрын
🤭 Ha! Guilty as charged.☺️
@paperlessmovement
3 жыл бұрын
If you think this is much information., then wait until you see what Layla shares in her membership 🤯
Thank you! very very useful info.
@LaylaPomper
3 жыл бұрын
Glad it was helpful! Thanks for watching!
Thanks this was well thought out!
@LaylaPomper
Жыл бұрын
Hey Jason! I'm happy it was helpful :)
I'm so happy I found this channel thanks for your help kayla
@LaylaPomper
2 жыл бұрын
You are so welcome!
Excellent tutorial!
@LaylaPomper
Жыл бұрын
Thank you so much!
Thank you!
@LaylaPomper
11 ай бұрын
You bet!
thank you for this!!!
@LaylaPomper
3 жыл бұрын
You're very welcome! 🙂
Great advice, so helpful!
@LaylaPomper
2 жыл бұрын
Glad it was helpful! 😊
Great contents, problem solved. Thanks a lot.
@LaylaPomper
3 жыл бұрын
So glad it helped you, Rex!
Legit video. Thank you!
@LaylaPomper
Жыл бұрын
Glad you liked it! You're welcome!
Very helpful, thanks Layla!
@LaylaPomper
2 жыл бұрын
Of course! You're so welcome!
Great video!
Thank you for the video !!!
@LaylaPomper
Жыл бұрын
Happy to help! 🤓
Solopreneur with a job, and a small dojo. So 3 spaces. Personal, job, dojo. I have one holy field and that is the active field. When this is checked the task will find it's way to my active task view. Awesome video layla. Thank you
@LaylaPomper
3 жыл бұрын
Oh that’s awesome! Haven’t heard of this strategy before, but really love how it would help you focus! 😍
Thanks for the tips. The tip about more is less, love it!
@LaylaPomper
2 жыл бұрын
So glad this helped you, Dave! ☺️
Your content is 🔥 Thank you!
@LaylaPomper
Жыл бұрын
Hey Bernhard! So glad it was helpful!
Great video... Thanks!
@LaylaPomper
Жыл бұрын
Glad you liked it!
Very good video, thanks.
@LaylaPomper
2 жыл бұрын
Glad it helped
Just getting into using ClickUp! Great video
@LaylaPomper
2 жыл бұрын
Thank you! Great to hear :)
What a great video, you are so Amazing... thank you for all your content
@LaylaPomper
11 ай бұрын
So happy this was helpful to you.
Great tips!
@LaylaPomper
Жыл бұрын
Glad it was helpful!
Thanks for the content.
@LaylaPomper
2 жыл бұрын
Happy to help! 😊
AWESOME!
@LaylaPomper
Жыл бұрын
Hey! Thank you so much!
Very helpful
@LaylaPomper
2 жыл бұрын
So happy this was helpful to you! 😄
helpful again, thanks for your content!
@LaylaPomper
11 ай бұрын
Thanks so much, I appreciate your support!
Enjoyed this video. Thanks Layla
@LaylaPomper
2 жыл бұрын
Glad you enjoyed it! 😊
Thanks!
@LaylaPomper
2 жыл бұрын
You're very welcome!
Love this so much! So much value Layla and 100% agree 👍 Team of 5 and using two spaces. Phew…did that right then 😅 Like to keep the „Leadership“ stuff separate from the operations. But I agree, working from Notifications, Home and custom views is something I keep telling my people too. Otherwise it is sooo confusing. Maybe “task in tray” is something to add here that I personally like to use to keep active tasks close to my mouse courser 😁
@LaylaPomper
3 жыл бұрын
🎯 Such good points here! Task tray would be a perfect addition to this.
super helpful, thank you
@LaylaPomper
Жыл бұрын
Hey! Just getting caught up on comments🙈 I'm so happy this was helpful!
you explain so incredibly good!!!
@LaylaPomper
9 ай бұрын
Glad it was helpful!
Just starting as a Project Manager. This helps.
@LaylaPomper
Жыл бұрын
Hey Barry! I'm so glad! You've got this!
You are good, thank you. I took learning from this, but please take a breath at times
@LaylaPomper
2 жыл бұрын
😜😜😜
always a fan!
@LaylaPomper
2 жыл бұрын
🙏🙏🙏
Hey Layla... stumbled on your channel. Well done... you are engaging and smart. Your branding, graphics, and video production is on point. Good job! (from a picky old pro)
@LaylaPomper
2 жыл бұрын
That means a lot, Jerry! I appreciate your support. 🙂
You're a stupendous presenter! Wow! Thanks.
@LaylaPomper
2 жыл бұрын
Wow, thank you!
Love your content here :-) I'm enjoying click up more because of this.
@LaylaPomper
2 жыл бұрын
Aw, thanks! Very glad to hear that. It's a great tool, but it definitely has a learning curve-- here to help!
Love your energy! And ty for the headsup 😁 ClickUp is on my shortlist... want to migrate from Jira
@LaylaPomper
Жыл бұрын
Thank you! Happy to help :)
Thanks, Layla!
@LaylaPomper
Жыл бұрын
You're welcome, Alex!
The last one targeted me! Excited to know that there is hope of making it easier :)
@LaylaPomper
2 ай бұрын
You got this!
Excellent and helpful. Just signed up and excited to get going for a big project in Costa Rica. Just on suggestion...synchronize your clocks in the background. 8-) Thanks Layla!
@LaylaPomper
2 жыл бұрын
I'm so glad! And thanks for the tip!
Great content, I'm happy that I found your channel.... And would like to request a topic to be covered.... How will ClickUp help me if I'm using it NOT as a team, But instead to organize my own projects, to-do task, and to increase my productivity.... because I'm starting to feel that ClickUp is mainly focused on teams, not for individual workflow! wish if you can examine the topic further... And keep up the good work... your videos are great and beneficial..
@ShariKdfWorldwideOde
2 жыл бұрын
Search Layla's KZread for Personal Clickup, there's heaps of videos to learn from and get ideas. I'm doing it atm.
@judd7699
2 жыл бұрын
Great question
@LaylaPomper
Жыл бұрын
Hey! Just getting caught up on comments🙈 Here's a video that may help: kzread.info/dash/bejne/aGaeq9qIZaWwcqQ.html
Wow #4 did blow my mind! I'm constantly in the various specific Spaces/Folders instead of Home/Notifications and didn't even know about Favorites view. I can't seem to wrap my head around not working first with adding tasks in the Spaces/Folders/List/Tasks first instead of working more so in the notifications/home views/automations. Not sure what it is I need to do then. Is there a video you can recommend that I watch that delves more in fixing the #4 mistake? Thanks! Pam
@LaylaPomper
Жыл бұрын
Hey! Just getting caught up on comments🙈 Here's a video that may help! kzread.info/dash/bejne/l22Nj5p_ZsyamdI.html
Thanks Layla for great content about Click Up, very useful for building a path to better organize client projects. This an off topic question, what Wordpress plugin or web app de you use in your Hierarchy Quiz ?? thanks!
@LaylaPomper
3 жыл бұрын
Hey Miquel! That's created with Thrive Quiz. :)
Your energy is enjoyable
@LaylaPomper
Жыл бұрын
Thank you so much!
great
Yes. Yes. Yes. Yes. On all 4 points. 🙌
@LaylaPomper
3 жыл бұрын
🥰🥰🥰
Great
@LaylaPomper
Жыл бұрын
Thanks!
Super good Thanks for the clarity #HowdyFromHouston #ThePropertyJoes
@LaylaPomper
Жыл бұрын
Hey Joseph! Just getting caught up on comments🙈 So glad this was helpful!
Great video; hierarchy is probably one of the most important things; trying to wrap my head around ClickUp coming from Asana. So as a consultant the most appropriate setup is I create a workspace (i.e. my company) and within this single workspace I create spaces for my various clients (e.g. space A for client A, space B for client B etc.). Clients can be fully separated at the space level and don't have access across spaces (unless I specifically was to do so). All functionality e.g. time tracking, dashboard, docs, todos, gantt chart etc.) can be restricted at client (aka space) level. Did I get this right? Is this the most appropriate setup or is there a better way to run this for a consulting business?
@LaylaPomper
Жыл бұрын
Hey Thomas! Just getting caught up on comments🙈 Here's a live showcasing how business model changes the ClickUp Hierarchy. I think this will help: kzread.infosEKTgarfHLk
¡I love your videos! Don't load the quiz!!!
@LaylaPomper
Жыл бұрын
Hey Wilber! Just getting caught up on comments🙈 Are you saying the quiz didn't load or something was wrong when you loaded it? If you remember, please let me know!
I just wanted to say that I am LIVING for that thumbnail 😂👌 but also great tips!
@LaylaPomper
Жыл бұрын
Hey! Just getting caught up on comments🙈 Haha thank you so much! I'm so happy this was helpful!
Very helpful. However, what if I have 3 Spaces 1. Data Management - where my recurring data processing to do list will fall 2. Projects - system developement and a like 3. Salesforce - system development under Salesforce platform. Is it best practice to put the #3 inside #2? I am just worried about the projects inside #3, it can be multiple also. Hmmm
@LaylaPomper
Жыл бұрын
Hey Peers! Just getting caught up on comments🙈 Here's a live showcasing how business model changes the ClickUp Hierarchy. I think this will help: kzread.infosEKTgarfHLk
An interesting topic, for me, are colors! How can I use them to make my work easier?
@LaylaPomper
Жыл бұрын
Hey! Just getting caught up on comments🙈 This is such a great topic idea! I'll add it to our content ideas list :)
Yay!
A lot of useful tipsVery good tips, fast and to the point. The idea to use rather few statuses is I think also from you. When ClickUp 3.0 is available, you will surely make a video ;)
@LaylaPomper
Жыл бұрын
Hey Frank! Thank you! Absolutely we will :)
Thanks, I'm just getting started, trying to leave another app to clickup. Still going through them.
@LaylaPomper
3 жыл бұрын
Happy to help! 🙂
For a team of 1 what is your recommendation for spaces? I have my content production space and my e-commerce space. I’m a solopreneur
Hi Layla. Excellent resources. Can I share what I want and ask if/how ClickUp could work for me, e.g. structure/hierarchy? It's a few sentences, so it it best here or elsewhere? Thanks.
@LaylaPomper
Жыл бұрын
Hey Steve! Just getting caught up on comments🙈 If you're looking for ClickUp support and services, please email us at hello@processdriven.co :)
What about making a space for each CEO? Even if they have overlapping tasks? Thanks for this!
@LaylaPomper
Жыл бұрын
Hey Michelle! Just getting caught up on comments🙈 Here's a live showcasing how business model changes the ClickUp Hierarchy. I think this will help: kzread.infosEKTgarfHLk
Love all the tips, thank you!! I have a question that's kind unrelated to the video, but I think if anyone can answer it, it's you! So... can you make dependent dropdowns or dependent labels? For example, I use ClickUp to track inventory. With inventory, I like to track the fields "Department" and within those departments, "Category". For example, I sell various products so department examples might be: Women, Men, Kids, Home, Beauty, etc. Within a department (e.g., Women), I might have sub categories like "Bags, Jeans, Coats," etc. Is there a way to set things up so I have to first select a department for a task, and then depending on the department I select, the linked category options will become available? Thank you again!
@LaylaPomper
9 ай бұрын
I would suggest looking into creating an automation! This may just be the key you are looking for!
Is there a way to track time separately for each "custom field" stage?
@LaylaPomper
2 жыл бұрын
Not at this time. 🧐
I was looking for a Structure or Hierarchy for a Individual Freelancer Designer who some time work with few more outsource team... please make a details video how to make project management system for that... thank you
@LaylaPomper
3 жыл бұрын
Have you seen this one? kzread.info/dash/bejne/pXl_tsmaosmufM4.html
@justkailash
3 жыл бұрын
@@LaylaPomper yes i have seen that.. there are structures for all other business... yeah i can inspire from them.. but i am just requesting for making a separate video for Freelancer (Designer and Developers) as lot of freelancer use this app or wanna use this... i have a example problem if you wanna know? may be you can use that for next video base.. may be i can mail you? it long to write... please share you mail..thanks
for me ClickUp is very overwhelming, I want to use it to organize my personal work flow and business workflow, but the more tutorials I watch the more confused I get. I thnk you need to make a video on freelancers, like how we freelancers can leverage this awesome tool, at personal and business level.
@LaylaPomper
Жыл бұрын
Hey Pratik! Just getting caught up on comments🙈 This is a great idea! I absolutely will add this to our ideas list so we can get on it!
Isn't she dynamite?! I always come to Layla's channel when I need to know the ClickUp how-tos-she's so smart, her videos are so well thought out, and Layla is really easy for me to listen to. Thank you, Layla!
@LaylaPomper
Жыл бұрын
Thank you! 🙂
One of the best videos. Stuff that applies to life too.... @Layla... read "Subtract" by Leidy Klotz... amazing book
@LaylaPomper
Жыл бұрын
Thanks Tomas - I’ll add it to my list!
Hi Layla, I love your content. I’m a go-founder of a start up. I’m wondering if you do private workshops catered to spasmodic businesses? I think this will be useful. We are a team of 12 and really need help utilizing click up. I would love to hear back from you.
@LaylaPomper
Жыл бұрын
Hey Hamed! We don't offer 1:1 or workshops at the moment, but if you want more ClickUp support, I suggest checking out the ProcessDriven Membership! processdriven.co/services/membership Let me know what you think :)
Thanks for this! I watched twice and *allllmost* maybe understand... Is there an adhd-friendly basic entry point to be able to use this today without first mastering the entire depths of this terrifying, opaque program that I think maybe hates me? Trying to follow along but still overwhelmed and feeling like maybe this isn't for me. If not, is there another program (app - I don't know if this is a task-manager or a calendar thingy or a
@LaylaPomper
Жыл бұрын
Hi, there! I'm so glad you asked! I really think that our How to ClickUp course can help you understand the main points of ClickUp without being overwhelmed by all of it's features. I absolutely agree that it can become so overwhelming trying to digest every single thing that ClickUp can do. However, going through our How to ClickUp course, you'll learn one feature at a time. The course has short lessons broken into a "problem" and "solution" approach. This helps maintain focus and helps you retain the information. I'll also recommend checking out SmartSuite, if ClickUp feels way too complicated, SmartSuite can be a viable solution. SmartSuite feels simpler and easier to manage. Please check out one of our videos to get an idea of what the layout is like and explore this option.
Hi Layla, how can I create epic and stories in Clickup?
@LaylaPomper
3 жыл бұрын
Hey Amandio! Evri explains two different ways to do that in this video: kzread.info/dash/bejne/mZ6B3K6BhZS9lqQ.html
Great breakdown.... Things clicked lol when you compared to Asana lol no pun intended
@LaylaPomper
2 жыл бұрын
😝
I couldn't agree with all these points more. So many times people are overcomplicating ClickUp and not taking advantage of features like favorites. Great video Layla!
@LaylaPomper
3 жыл бұрын
Thanks Shannon! Sometimes it’s the simple things we overlook, right? ☺️
TY , but for this dark mode on APP , how to get ??
@LaylaPomper
10 ай бұрын
Check out this help doc! The visuals are a bit different but this should help you with the steps :) help.clickup.com/hc/en-us/articles/6309134405655-Dark-Mode