So what is ClickUp?
ClickUp is a project management tool that has hundreds of uses. It combines a variety of different planning, tracking and project management applications into one. It is fully customizable for the individual user’s needs. If you are a visual person and are familiar with Asana or Trello, then we are able to organize the tasks for your view in a similar format. Do you like lists and checking off those items as you get them done? There’s a view for that too.
There is project tracking so our clients can see the real time progress for their website builds and maintenance or update requests. It has the ability to add several users per work area. For us, each client has their own folder with several different lists. These lists include onboarding and training, a list of pages to create and the information needed, a list for update requests for builds and maintenance… you get the idea.
One of the things we really like about it is that it can be used as a desktop app, in a web browser, on any phone, and even on your smart watch. It’s versatile and accessible.
If you are looking to be proactive, go ahead and signup for your free ClickUp account now. It will be one thing you’ll be able to check off right away in that onboarding checklist. Below are the three introductory “classes” provided by ClickUp that we highly recommend you watch and listen to if you are unfamiliar with this program. When you click on the links, it will open in a new tab.
Submitting Update Requests
Once you’ve signed up for your ClickUp account, you will have access to your project folder. To subit update requests you will navigate to the list titled “Update Requests”.
From there, you will add a new task. There are two (2) different ways to do that – in line and the small blue + task button in the bottom right hand corner of the application (on the desktop app).The task name should be short, sweet, and to the point. “Update business hours” for example. In the description for the task, you will add the details for the update. In the description, you would add what you want the hours update to. You can then add a due date by clicking on the calendar. When adding a due date, keep in mind the schedule that we’ve already established based on the maintenance plan you’re on.
Once you’ve added the task, assign it to SB (Shawna) by clicking on the icon with the three people and the + sign. When you hover over it, it will say “assign”. Then close out of the task.
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