What status options are your go-to choice in ClickUp? Simple or complex?

@tak0331

3 жыл бұрын

As simple as possible. After watching this, just learned they can be even simpler and globally reduce clutter across my various lists/projects as you explained. I'm going to try it! Currently, my everything calendar is color coded by status so this will require quite the overhaul. Thanks for the project lol -- love it!

@macbwilson

2 жыл бұрын

As they say, simplicity is beauty.

@leonvwerneck1

2 жыл бұрын

(2:45) Why would I have my workflow both as subtasks and a custom field? Isn't that twice the work? (check complete + update custom field) people are bound to forget to do both every time....

@sidekickmedia9233

Жыл бұрын

I go back and forth but right now I'm wanting to map my status to my workflow so it can be monitored in dashboards easily.

That's the only place that truly explained: "Why we shouldn't use statutes as our workflow stages". Thanks, Layla.

@LaylaPomper

3 жыл бұрын

I'm glad to hear it! I know I got a lot of questions about this so I hope it was clear. :)

everytime I watch a new video I keep thinking whyyyy didn't I watch this video first it makes my life so easyyyy. Thank you again. You're so generous in teaching an army for free.

@LaylaPomper

Жыл бұрын

Hey! Thank you so much! I'm glad the content is helpful!

I consumed your videos now for a full day and you really cleared my path a lot - thanks

@LaylaPomper

Жыл бұрын

Hey Ultralon! I'm honored and glad that the content was helpful!

Love this! This articulated my exact frustration, outlined a simple solution, and also had some pro-tips sprinkled in. Well done, Layla! 👏 Thank you! 🙏

@LaylaPomper

3 жыл бұрын

Hey Mitch! You're very welcome -- I'm glad this video helped. 😀

Makes a lot of sense. Thank you so much for your brillant content!

@LaylaPomper

3 жыл бұрын

So glad it helps!! ☺️

You really know your stuff, thanks Layla for the pro tips!

@LaylaPomper

2 жыл бұрын

Thank you! Happy to help! 😊

Thank you again, you make everything so simple and useful 🏆

@LaylaPomper

3 жыл бұрын

Happy to help!

honestly makes my life so much easier many thanks

@LaylaPomper

3 жыл бұрын

So glad to hear that Fabienne!

This is very useful, thanks Layla!

@LaylaPomper

2 жыл бұрын

So happy this was helpful to you. 😊

Thank you Layla for sharing your knowledge. I learned a lot from you. English is my second language and the videos are a little too fast for me so I rewind most of the time. But I figured a way to slow down the videos by changing the speed to 0.75. The slowed down videos are just perfect for me 😉🙏. More power to your channel and please keep those videos coming.

@LaylaPomper

3 жыл бұрын

Hi Eli! I’m so happy these helped you and appreciate the tip to slow the video down! ☺️🙏

Great video! Going to start changing over my statuses today 👍🏻

@LaylaPomper

3 жыл бұрын

Oh, glad to hear that! Happy to help! 😊

game changer! thank you

@LaylaPomper

Жыл бұрын

So happy this helped!

thank you, great info- simplifying my statuses!

@LaylaPomper

3 жыл бұрын

Great to hear! It's amazing how much -- well -- SIMPLER it makes your ClickUp! :)

This...this is exactly what I needed! Jumped into ClickUp head first and tried to piece it all together from various YT videos. Then I landed on this GLORIOUS page. Made it through the first 6 videos on the New to ClickUp playlist and ~BOOM~ I found exactly what I needed. THANK YOU!!!!! I haven't even set it up yet but I just went from frustrated to super excited to build it all out! lol

@LaylaPomper

Жыл бұрын

Hey! I'm so glad this was helpful :)

well explained problem & solution. thank you!

@LaylaPomper

3 жыл бұрын

You’re very welcome! Glad this was helpful to you! 🙂

Thanks for your kind help. For me when it comes to clickup, you're my place to go to :)

@LaylaPomper

Ай бұрын

You're welcome 😊

Thanks Layla. You rock !

@LaylaPomper

Жыл бұрын

Happy to help!

Hi Layla! Just to tell you, your videos have been of a great help to me for getting to know ClickUp! Just here to say thank you and hope to connect with you in the future! Best from The Netherlands

@LaylaPomper

3 жыл бұрын

Thanks SO much RJ! I love to see comments like this. Really appreciate you taking the time. Also, if you haven’t already joined the free Facebook community and happen to be on Facebook - be sure to come hang out! It’s at ProcessDriven.co/group

Thank you so much! This videos just resolved a problem I was having with statuses cluttering my Everything workspace! I love the idea of having the SOP as a custom field! That's super handy! May this message find you well!

@LaylaPomper

3 жыл бұрын

I know, it can be SO cluttered if we're not careful about Statuses. Very glad to hear this video helped you, too! Have a wonderful day! :D

@G3ForMe

2 жыл бұрын

@@LaylaPomper quick question. In this video you demonstrated how to create "Pull down" Menu's so that we can keep track of what status our Task (Project) is at. However, unless I missed it, *how do we associate the required SOP's to that pull down menu? For example- associate a separate SOP for Draft, Record, Edit, Upload, Publish?

Thank you so much for this!

@LaylaPomper

3 жыл бұрын

You're so welcome!

Very useful, thank you!

@LaylaPomper

3 жыл бұрын

Glad it was helpful, Marcel! :)

Genius, thank you. I am a one person team 😂 I run two sister blogs and a third website where I sell my handcrafted greetings cards. I manage these as well as all my social channels, not to mention other interest like genealogy on top of self development all through my ClickUp. Did I mention I do all these while living with a chronic illness! My statuses are 100% going to be simplified!!

@LaylaPomper

3 жыл бұрын

Oh, definitely! Simple it is!!! 😀 We all need a little more simplicity in life! Ha!

Thank you. Great content!

@LaylaPomper

3 жыл бұрын

Aw, thanks!! 🙏

Great video Layla (as per usual!) Quite helpful as I have a pile of statuses (20) and $h1t is getting messy to say the least, hence why I came to look for a better way! One thing I wish ClickUp would do is allow a Kanban board flexibility like Kanbanize You can merge fields and portions of swim lanes as well as have higher level initiatives (Epics) flow with the the process. Pretty cool Pehaps this will be less of a dream feature after I switch to using the custom fields as you suggest here, we shall see. Also would love to see ClickUp get some better estimating tools (like a Monte Carlo simulation) That's my 2 big wishes in this tool.

Great video Layla!

@LaylaPomper

2 жыл бұрын

Thank you! So happy this was helpful to you!

I'm just starting with clickup (again, after giving it up because it was confusing) and this is really helpful. I like to set things up as best as possible to start with, rather than dive in and continually rework. Thankyou.

@LaylaPomper

3 жыл бұрын

I’m glad this helped you Gavin! What was it about ClickUp that overwhelmed you the first time around? 🤔

@quiggy92

3 жыл бұрын

@@LaylaPomper So many options! I just didn't know where to start to get going. Was worried about setting it up "wrong".

This is great advice thanks Layla

@LaylaPomper

Жыл бұрын

Glad it was helpful!

@JG_TVDirector

Жыл бұрын

@@LaylaPomper layla just ione question. When i add a task I get two and its not until I refresh my browser that the duplicate disappears?

Yayyy the one I’ve been waiting for

@LaylaPomper

3 жыл бұрын

*cue imaginary drumroll* 😅 Hope it lived up to expectations!

@DodaGarcia

3 жыл бұрын

@@LaylaPomper Sure did!! I was also mindblown at the checkmark thing when the status are "to do" and "complete", I had completely missed that feature 😲

You are really good and smart. Thanks for for the content. Subscribed and liked guaranteed.

@LaylaPomper

3 жыл бұрын

Thanks so much Ola! I’m glad this helped you!!

I use CFs this same way. Using custom fields also lets you collect extra info from those steps in the workflow. For example, after you upload, you can collect the URL of the upload for future reference. That way, you collect info and have it on display while acknowledging the video was uploaded. What I would like to see from clickup is the ability to link those customfields to the progress of the task. Like an option to say if the field is not blank, then it accounts for x % of the work needed to complete that task. That way, it would contribute to the whole progress of the project, and not wait until you finish the task to count as progress.

@LaylaPomper

Жыл бұрын

Oh, I agree! That would be great! Right now you can (sort of) make that happen via automations, but it requires some work. :)

Useful short video! :)

@LaylaPomper

3 жыл бұрын

So glad you liked this, Jing Xuan Ang! 🙂 I’m considering experimenting some more short-form.

@onefourosix_

3 жыл бұрын

@@LaylaPomper Oh! I think it's a good idea! Bite-sized information is easier to process. Also, I'm really considering to change my ClickUp statuses to just To Do and Completed. 😊

This would be brilliant, however, having got part way through moving across to custom fields, the 100 use limit clicked in which means I either have to move to a paid plan or revert to using statuses anyway. Something to be aware of if you're using the free plan.

@LaylaPomper

Жыл бұрын

Hey! Just getting caught up on comments🙈 This is a very good point! The 100 use limitation can catch up quickly!

@PPMsTV

Жыл бұрын

​@@LaylaPomper I ended up converting to the most basic paid plan - even though it's only me using it because I appreciate the clarity of custom fields & colour-coding. It helps my cluttered brain see things more clearly. (PS I'm in a similar boat with KZread comments. Every now and then the perfectionist part of me makes me respond to comments which are REALLY old.)

Your videos = golden nuggets

@LaylaPomper

2 жыл бұрын

D’aw, thank you! 🙏

Hi! Thanks for the video, how do you manage different assignee's for each of the statuses? For example person A draft, person B reviews, person C final edits & publish each with their own deadlines? I am struggling to decide to use Statuses/ Custom Field Statuses/ Subtasks for each step?

@JackieisOk

2 жыл бұрын

Hi! Have you figured this out?

@leonvwerneck1

2 жыл бұрын

The way I do it is: 1. Create a custom field with the type of service 2. Create a custom field with the stage of each service (you can create one for all, or one for each) 2.a. You don't *have* to do this. It adds extra steps, but it can help 3. Create a mockup task with your stages as subtasks 4. Set up your due date structure (doesn't matter what dates you put in, just the time between them) 5. Use Gannt view to define dependencies between stages (subtasks) 6. Don't forget to assign each subtask stage custom field with the ones you created at the second step 7. Create a task template using the mockup task you just made 8. Create an automation that applies the task template every time you add the service custom field 9. Now you can create a list view and use filters to filter by stage (with the custom field) or just the name of the step so you can bulk assign people 10. To set up your due dates, create a calendar view and drag the tasks around (they'll be neatly displayed at the right panel of overdue (because the mockup task will have dates set up that'll eventually become overdue))

@leonvwerneck1

2 жыл бұрын

That said, my biggest piece of advice is: you'll be tempted to create personal lists that only show a specific user's work. Don't. This will split up your team and make people stop caring about the teamwork involved in a task. Then they'll start ignoring their due dates and overdue tasks will start building up. Other than that, the system works wonders.

@LaylaPomper

Жыл бұрын

Hey L. V.! Just catching up on comments - thank you so much for stepping in and helping out!

Hi Layla, Thanks for your great videos. I've seen that you have noted many times that using custom fields is preferred to complex statuses, but what if we need to find bottlenecks? A report like "Time in status" would help us understand what exact steps in the process slows us. Is there any workaround for this with custom fields?

@anacastanon5201

2 жыл бұрын

My idea would be keep the status yet very simple and also have the custom field to specify the "stage" within the status.

@LaylaPomper

Жыл бұрын

Hey Hossein! Just getting caught up on comments🙈 Interesting question! Yes, in this case, I recommend adding a status such as "waiting" or "blocked." Using Custom Fields over complex statuses works when you have categories or phases that wouldn't make sense when applied to other tasks or subtasks. In your case, seeing all tasks slowing your team down is essential, so adding one status that indicates this would make sense for all tasks and would be perfectly fine. I hope this helps!

@a3dho3yn

Жыл бұрын

@@LaylaPomper Thanks Layla. It makes sense. Using CFs instead of statuses replaces this issue with another one: subtasks are forced to have an irrelevant field. :( ClickUp needs to support different properties (e.g. Statuses and custom fields) for subtasks to fix both of these.

Layla the best wallah

@LaylaPomper

Жыл бұрын

Hey! Just getting caught up on comments🙈 Thank you so much!

Great stuff, thank you. I've been using custom fields for my recurring tasks and really enjoying it. SO MUCH better than Asana

@LaylaPomper

3 жыл бұрын

So glad to hear this helped! Is that Custom Field triggering the recurrence, or is that just a way you're sorting things? :) Agree with you on the Asana! It was so hard for me to even be IN Asana after I'd gotten used to ClickUp! Ha!

Hi Layla, 1) Are you still providig consultation for Click Up or another platform? 2) Are you still providing workflow consulting?

I guess I'm confused in why even to use statuses at all. For "ready to publish" I would just name the task "publish the xyz thing". If you see the task, it's in the "to do" area and needs to be done otherwise clickup hides it, which means those are done.

I'm working in video production & sometimes there are parts of the video to be shot while others are being edited. I'm trying to figure out the best way to go about this.

Although the idea is excellent, as i understood exploring clickup i can see a huge problem with that, because in Dashboards i will not be able to do metrics by the custom fields like i do with Status, which means tht this can be a great report problem. Am i wrong?

So what is the solution to organizing tasks within a list? Sometimes you want to visually see the tasks separated into categories without having a separate list. Just using custom fields doesn't really organize your tasks, you end up with one long list. I'm thinking of Asana having "Section's".

@cassandrafoster6283

Жыл бұрын

You would be able to use the filter feature to help narrow it down to the categories you are looking for.

@ericrademacher5283

Жыл бұрын

@@cassandrafoster6283 🤣 i can’t believe I’m just now seeing this, I figured this out a long time ago.

Hi, Layla. Do you still stick to this rule and keep statuses as simple as possible, while having sub-statuses housed in custom fields?

@LaylaPomper

Жыл бұрын

Hey! Just catching up on comments🙈 If you still need ClickUp support, consider joining us inside of the ProcessDriven Collective, our free Facebook group! Here you'll be able to connect with business owners and team leaders from all over the world and get help with your questions! processdriven.co/group

Thanks for this. I guess the answer is "NO" but can we set custom fields for Main Tasks only, and that these statuses are not present in their subtasks? I'm trying to build a "Projects as tasks" thing but I find it quite challenging regarding Project lifecycles and individual subtask statuses.

@LaylaPomper

10 ай бұрын

Hm. Have you looked into creating a custom template for your projects and then incorporating custom fields with for the phases?

👍

How do you have Complete Task Option on List View 2:22 for reference?

@LaylaPomper

Жыл бұрын

Hey! Just getting caught up on comments🙈 Are you referring to the checkmark? ClickUp has updated quite a bit since then so it looks different.

Does assigning a task to an existing custom field count against the 100 uses in the free edition, or does only creating a new field count against it?

@LaylaPomper

2 жыл бұрын

Any adjustment to a Custom Field counts as a use. ☹️

@G3ForMe

2 жыл бұрын

@@LaylaPomper and by "adjustment" does this include Renaming, Hiding, Un-hiding, Reorganzing, Deleting? Or is it actually Filling Out, or Adding to Multiple Tables? I ask becuase, while experimenting with my Tasks, and Views etc. I hit my limit, even though I'm not "using" these fields at the moment. Also does it renew each month? Thanks!

how to make custom fiels as variables

@LaylaPomper

Жыл бұрын

What do you mean by variables?

The day you master to speak calmly will be the day your channel will explode with subscribers because your are a great teacher but much to difficult to follow due to speed. My respects to you ✨🤗✨🤗✨

@LaylaPomper

3 жыл бұрын

I appreciate your support!

@elyamzon

3 жыл бұрын

I totally agree with her being a good teacher and the speed of how she speaks. English is my second language. I realized I can adjust the speed of the video to 0.75. The slowed down video is just right for me.

i have never seen a more unintuitive and confusing tool like clikcup

@LaylaPomper

Жыл бұрын

I understand! Everyone has different preferences. There are many other tools for you to choose from!

@stanislawlorenz

Жыл бұрын

@@LaylaPomper sorry, just needed to vent a little. Have to use it for work so.. maybe it will grow on me over time. Your video helped me though to solve my problem. The Problem was with subtasks who couldnt be checked off. It was because we had 3+ statusses defined.