What Is ClickUp? – An Ultimate Beginner’s Guide [2022]

ClickUp is project management software. If you’re looking for a way to collaborate with your team, manage goals and measure success, you might want to try it out.

ClickUp project management software is an essential tool for project managers who are juggling multiple projects at once. Here we tried to provide a simplified explanation of “What Is ClickUp?” and a brief overview of this useful software.

Table of Content:

What is ClickUp?
What is ClickUp Used for?
How to Get Started With ClickUp?
ClickUp – A Summary
Frequently Asked Questions

What is ClickUp?

The project management application ClickUp aims to simplify an organization’s operations. It’s a simple, user-friendly solution designed for any organization for the result.

ClickUp gives teams the option to work together and define shared tasks, complete with status updates and project updates, to better align workflows with objectives. Due to its great flexibility and capacity to offer superb visibility into each project and job, it is one of the market’s best project management software options.

ClickUp is also available as a cloud-based app for desktops, smartphones, chrome extensions, and email add-ons and comes with a voice assistant.

What is ClickUp Used for?

ClickUp is used for several purposes some of which are listed as follows:

Process management: organize workflow, set priorities, and availability, set up different roles, process follow-ups, and close the completed tasks;

Task management: organize a job in different project stages and organize tasks depending on the client–customer relationship level, customer acceptance parameter, and other business requirements.

Time management: Track time spent on complex and simple tasks and meetings with different scheduling and timing requirements levels.

Third-party app integrations: Integrate with other external or project management apps, or within your enterprise-wide project management system.

Complete customization of workspace: A fully customizable interface with a drag-and-drop function and smart layouts, including work landscape, free-form, and multiple user positions, labels, and task lists.

Team collaboration and reporting: Collaborate with clients, other project managers, team members, and employees to keep a track of all the statuses in one place.

ClickUp proprietary actions: ClickUp allows you to highlight your work to enhance your track record, share plans with clients, or create a status report for your manager or client.

How to Get Started With ClickUp?

To Start with Click, we must first create an account on the ClickUp platform. To do so, follow the steps mentioned below:

Signup with ClickUp

Go to → https://clickup.com/

On the home page, you can notice two sign-up buttons, one in the top right corner and another one on the right-side middle. You can use either one to signup and create an account by giving your credentials.

2. On the sign-up page, fill in the following details: Full Name, Email, and Choose Password. Click → Play With ClickUp.

3. After you click on the play with ClickUp button, a secret code will be sent to your email address to verify your account. Once you complete that, you now can log in to your ClickUp Workspace.

Create Your Workspace on ClickUp

Once you have created your ClickUp account, the next step is to create your workspace. Follow the below steps to create your workspace on ClickUp:

Give your Workspace a name then move to next by clicking on Let’s do it!
To customize the avatar for your Workspace, click Next. Drop a picture for your avatar or pick the color of the first letter in your name. Ref.Img. Below:

Decide how many users will be added to your workspace.
You can invite or add members to your workspace by mentioning their email addresses. Ref. Img. Below:

Choose which ClickApps you want by clicking from the list of suggested apps. The list of ClickApps is always subject to change. Click on I’m good.
You can import tasks from other applications if you want to. Please select the ones that you want to integrate with and click “I’m done” or you can skip by clicking “No. thanks” if don’t want to integrate any other applications. Ref. Img. Below:

To access your ClickUp Workspace, click Play with ClickUp.

Create Your Space and List on ClickUp

To maintain the productivity of your projects on ClickUp, you must carry out a few routine tasks. You can add new Spaces once you are in your workspace. Spaces are like departments or teams with different functionalities within an organization.

After you create your Workspace, Click “Create List” to create a new space.

If you do not want to create a space from scratch, you can use ClickUp’s Template library to choose the one that fits your needs.

Once you have created a space using the template, your workspace will appear like the image shown below:

Brief About Each Tier of ClickUp

ClickUp uses a hierarchy of tiers to arrange the projects for your workspace. These are the levels of this hierarchy:

Teams
Spaces
Projects
Lists
Tasks
Subtasks
Goals

These layers fall into the most specialized subtasks after starting out quite broadly with teams.

We will further go into detail about each of these tiers and what each one does.

1. Teams

ClickUp teams shouldn’t be considered “teams” in the conventional sense. Businesses are divided into many departmental teams, such as marketing, finance, development, etc. In ClickUp, an entire company is referred to as a “team.” Essentially, this applies to every division of your company.

2. Spaces

Your company’s many business departments will work autonomously in these spaces. The same team operates in all spaces. Any number of spots may be a part of your team. You may have separate sections for marketing, software development, and quality assurance if you use ClickUp to manage your entire organization. Many organizations’ teams will only have one open spot.

3. Projects

Once more, the term “project” can be a little deceptive. The projects tier in ClickUp is more of a classification of projects than actual examples of projects. Let’s take the example of our ClickUp app’s project management area. We would be working on web, API, and mobile software development projects. We would observe distinct examples of various project kinds within each of these projects.

4. Lists

Lists are what we have historically thought of as “projects,” as was previously indicated. They organize several activities that assist us with crossing items off of that list. Under a single project, ClickUp groups list that are similar to one another. Although the idea may appear complex at first, it will become clear as you use ClickUp. Lists can include descriptions, attachments, and start and end dates. Although the tasks they oversee have assignees, they do not.

5. Tasks and Subtasks

Tasks are what we typically consider to be tasks. They are actions that, when taken, advance us toward finishing the related project. Even linked subtasks are possible for ClickUp tasks. To accomplish their parent job, users must complete subtasks. Consider subtasks as a means to merely divide a task into ever more detailed parts.

6. Goals

For the sole purpose of defining, managing, and attaining goals, ClickUp offers dedicated tools. ClickUp can automatically track goal progress inside the platform by associating particular tasks with goals. In actuality, the percentage related to project completion will be shown by ClickUp. This functionality is essential for teams who operate in sprints or just want to keep tabs on and report on team and project progress quickly.

ClickUp – A Summary

To sum it up, ClickUp is a project and work management tool that gives you a place to produce your work, manage projects, and collaborate with other members of your space. It gives a workspace with the tools and resources you require in addition to having all the tools you need to organize your work.

You may manage jobs and assignments, keep tabs on ongoing projects, communicate with clients, and much more with its assistance. The user interface is quite simple to use. Simply sign in, begin a project, and then carry on with the rest of your work.

For courses on project management and tools, please check our course list.

For more information on project management software and methodologies, you may read our blogs.

Frequently Asked Questions

Does ClickUp comes with a free trial version?

Yes. ClickUp comes with the free version and a free trial for paid versions. However, there are limitations in the storage, some key features like advanced reporting will be missing but this is a feasible choice if you are looking for an economical solution.

How can I delete my ClickUp account?

You can delete your ClickUp account through a web browser or the desktop application.
To close your account:
Click your avatar in the lower-left corner.
Then select My Settings.
You must make or join at least one Workspace before you can access My Settings.
Click Delete Account when you’ve scrolled down the page.
Go through the confirmation page.
Click Confirm after entering your password.

How to download my project work from ClickUp?

To download your project on ClickUp, Click on the three dots (burger button) on the top right corner of your project space. On the dialogue box, you can navigate to the “Export view” option. Once you click on the export view option, another dialogue box will appear with list of “what to export” options. You can choose the ones that you want and click on download. You can download the workspace either in CSV or Excel format.

Simon Calder

Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA. He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!