Getting Started with ClickUp

Summary

Use of commonly used ClickUp tools and links to additional training videos.

Body

Introduction

This article provides ClickUp resources to you get started and work more effectively in the platform. It includes guidance on managing notifications, recording time, navigating the interface, and organizing workload through My Tasks. These resources are intended to support both new and existing users in building confidence and consistency in how they use ClickUp.  Each link below takes you to specific training videos offered by ClickUp University to help get you started quickly.  

 Many thanks to Amy Huck on providing this information to help others get started!

 

Managing Notification Settings

 

How to Navigate the ClickUp Interface

 

How to Organize your workload with My Tasks in ClickUp

  • How to Organize your Workload with My Tasks in ClickUp
    • How to view only your workload
    • How to customize the view for your workload/dashboard
    • How to create a sperate to do list for your personal workflow outside of what is assigned to you
    • How to add specific fields to the list of tasks based on your preferred workflow
      • Ex Due date, time logged, priority

 

Recording Time in ClickUp

Details

Details

Article ID: 4120
Created
Mon 6/1/26 6:21 PM
Modified
Mon 6/1/26 6:23 PM