ClickUp

Implementing Projects and Tasks as a Team

Whether you are a student, employee, or own your own business, you can rely on ClickUp to implement the tasks and projects you want. ClickUphelps to arrange and organize the implementation process with many useful options and provides a teamwork environment that is very comfortable and easy to deal with. Tasks are distributed to the work team so that each person knows exactly what he has to do, and sees the level of the general implementation of the project by everyone so that the implementation of projects becomes easier than ever.

ClickUp service supports work on various systems and devices, as it works on Windows, Mac, and Linux systems for computers, and Android and iOS systems on smartphones. You can also download ClickUp for Android and interact with the contents of the project, to be connected to your project at any time and from any device as well.

Installing and Setting an Account  

When you open ClickUp for the first time, you need to set an account, you can do so by typing your email and password in the program interface, an activation code will be sent to your email. After that, you will have many options to prepare the program interface such as choosing your account profile photo, the main interface color, the number of team members, choosing the auxiliary applications, etc.

Create and Customize a New Workspace

The most important option that must be made is to create a new workspace, and usually, the workspace will be the name of the project or goal you want to do, the program supports creating more than one workspace independently. In the workspace, all the tasks for the implementation of the project are added and arranged in multiple lists. The content of the workspace is interacted with the team members to complete the entire project and exchange useful discussions. A workspace manager can convert a member from a regular member to a manager in the workspace, or convert it from a regular member to a guest just to see the workspace without the ability to edit.

Send Join Invitation to Team Members

After creating the workspace, the manager of the workspace will have to add the rest of the team members. The team members are added using the email address, from the settings you can access the Peoplesection, type the email addresses, or copy several addresses if they are already ready in a text document. 

Add Task Lists and Ways to Deal With Them

As we mentioned, every workspace is an independent project that has a different task. What you need to consider is arranging your workspace, you can do so by creating multiple lists, each list can contain its own tasks. Lists help in distributing tasks according to their type or sequence in groups. Lists can be marked with different colors or an explanation about the list and its contents can be added, and next to each list shows the number of tasks that have not yet been carried out.  

Adding Tasks and Arranging them in Lists 

In each list you can add many tasks to be performed, at any time press the + Task button in the interface to create a new task, there are a lot of options when adding a new task, such as writing the name and description of the task and adding subtasks as you wish or specifying a specific date to execute the task. You can select a member of the work team and delegate him to carry out the task, as well as attach a file with the task, either from the computer or from cloud storage services such as Google Drive or Dropbox. 

Interacting With The Status of Tasks by The Team

While executing tasks, members can interact with task status, when a task is created it will be in TO DO state which is a task waiting to be executed, any team member can change the task state and make the task completed and be moved to Tasks in the Execution section. Workspace managers can choose task states such as adding in progress status, a deferred task, a canceled task, and so on so that these statuses appear to the rest of the team when the task status changes.

Learn About The Auxiliary Applications In The Program

One of the things that the workspace manager does is to choose the auxiliary applications, which are several applications that help in the completion of projects with many functions. We will now mention some of the auxiliary applications and their function:

• Tracking Time
  
  A simple tool through which a timer can be run and associated with a task so that the time taken to perform the task is calculated.
• Reminder
  
  To be reminded of a specific topic or time to do some tasks, type in the topic of the reminder and select the date and time to be alerted at the right time.
• Notepad
  
  To write notes for the user and it is a space to write things, arrange them and keep them for reference at any time later.

Add Analysis boards to the workspace

There is a section in the program for analyzing the workspace, many boards can be added to display the content of the workspace in more than one way. There are many boards with different functions that are distributed in groups according to their type, such as analyzing all tasks and clarifying the total tasks completed, in progress, open and others, or view all team members, number of tasks assigned to each person, etc. Some of these panels are not available for free and are only available for paid accounts.

Create documents and link them with task lists

ClickUp supports the feature of linking some documents with task lists or workspaces. In these documents, some sources, detailed information, or tables related to tasks are added. The document can consist of a single page or several pages. These documents are linked with some places in the workspace, such as linking it to a specific task panel to appear only in it or linking it to the entire workspace.

Features of ClickUp for PC

• Facilitate the implementation and management of projects by a team.
• Create multiple workspaces to carry out projects together.
• Invite members to join the workspace and give permissions.
• Organize the tasks in the project by distributing them in special lists.
• Add new tasks in the lists with many options.
• Easily delegate the implementation of each task to a member of the team.
• Interacting with tasks and changing their status to know the level of progress.
• Analyze the entire workspace via multifunction panels.
• Create documents and link them with a workspace or a list.

You can download the project management program ClickUp 2.0.22 for PC with its latest version from Downzen for free by clicking on the download button on the page.