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Prefer to read along? Here's what you need to know: https://processdriven.co/clickup/how-to-use-clickup/intro-to-clickup-structure-clickup-hierarchy-for-beginners
You’re an “old school pen and paper” kind of guy. We get it. We used to be! Until we discovered the wonders of digital task management. But where do you start? How do you take ALL that information you’ve got scattered across sticky notes and to-do lists and put it into a work management tool like ClickUp?
In this video, Layla Pomper, CEO of ProcessDriven, gives viewers a beginner's guide to the ClickUp Hierarchy. She shows you how to transform those cluttered filing cabinets and notebooks into an efficient, layered workspace — one that's flexible enough to build around your home AND work life!
Here's what we'll cover:
00:00 Introduction
00:26 – Paper list and folder analogy
02:42 – How do you digitize that pile of to-do lists?
04:40 – How do you organize that huge pile into folders?
05:13 – How do you organize those folders into spaces
07:05 – How to Integrate ClickApps
08:34 – Why a task management tool can be more effective than your paper lists
09:14 – Add a description now to save time later
11:28 – Adding subtasks and checklists
13:10 – Adding attachments
14:07 – Assign tasks to other people
14:19 – Sharing tasks publicly vs. sharing and permissions
15:32 – The Benefits of an End Date
16:04 – Add spectators
16:54 – The biggest advantage of working digitally: activity and change logs
18:52 – Let's talk about views
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