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We’ll cover the onboarding questions for setting up your ClickUp account, including creating a Space, selecting your first ClickUp template, setting ClickApps preferences, and configuring email notification settings. This ensures a seamless and easy start to your ClickUp experience.
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In this video we cover:
00:00 – Introduction
00:16 – Big disclaimer!
00:52 – How to get started setting up ClickUp **If you are the first in your company to join ClickUp, start here!
01:23 – How to add your ClickUp Avatar (or profile picture)
01:53 – How to get started integrating ClickApps
02:21 – How to Build Your ClickUp Team
03:04 – How to Create Your First ClickUp Space
04:41 – Extracting Data from Your Old Project Management Tools
05:41 – How to Select Your First ClickUp Template
07:32 – Quick tour of your new ClickUp homepage.
08:37 – Let's explore ClickUp further
08:57 – How do I join an existing team in ClickUp? **If you want to join an existing team on ClickUp, start here!
09:07 – How do I get guest access?
09:23 – How do I customize ClickUp notifications?
10:22 – Let's recap.
Prefer to read more? Read all about creating a ClickUp account here: https://processdriven.co/clickup/how-to-use-clickup/create-clickup-account/?utm_source=yt&utm_medium=organic&utm_campaign=mg-create-clickup-account&utm_content=20240131-your-first-hour-in-clickup
Related resources:
Quick ClickUp Tour for Beginners | Is ClickUp Right for You?
https://processdriven.co/clickup/how-to-use-clickup/how-do-i-use-the-business-plan-for-clickup/?utm_source=yt&utm_medium=organic&utm_campaign=mg-create-clickup-account&utm_content=20240131-uw-eerste-uur-in-clickup
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