7 ClickUp Setup Mistakes + HOW TO FIX THEM | How to use ClickUp Hierarchy, Views, & more
Just because there's not a right way to set up ClickUp doesn't mean there isn't a wrong way! In this video, I'll cover 7 of the most common mistakes I see with my clients who use ClickUp as beginner, advanced, or even expert users. š Want to try ClickUp for yourself? Support our work by using our affiliate link: https://processdriven.co/clickup?utm_... š Learn the ClickUp essentials in less than 1 day: https://processdriven.co/services/min... In this video we'll cover: 00:00 - Introduction to common Click Up mistakes. 00:55 - Should you have more than 1 ClickUp Workspace? 02:08 - What ClickUp Space Settings should you have for ClickUp Required Views? 02:47 - Where to put Custom Fields in the ClickUp hierarchy. (Hint: Not at Everything!) 04:12 - Use ClickUp Lists and Spaces to complement Custom Fields and Views. 05:37 - ClickUp Favorites, Views, and Custom Fields in ClickUp don't need to be pinned always. 06:10 - ClickUp templates are the OUTPUT of a clear process. Not the other way around! 07:42 - Don't expect ClickUp to solve a process, culture, or sales problem. It's a venue. Related links: ClickUp Views EXPLAINED | ClickUp tutorial for beginners on Filters, Group by, Sort by, & Me Mode Ā Ā Ā ā¢Ā ClickUpĀ ViewsĀ EXPLAINEDĀ |Ā ClickUpĀ tutorial...Ā Ā What are Custom Fields? | ClickUp Tutorial for Beginners Ā Ā Ā ā¢Ā WhatĀ areĀ CustomĀ Fields?Ā |Ā ClickUpĀ Tutorial...Ā Ā How to Template Tasks in ClickUp | Use Automations to Standardize Your Process Ā Ā Ā ā¢Ā HowĀ toĀ TemplateĀ TasksĀ inĀ ClickUpĀ |Ā UseĀ Aut...Ā Ā š Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger... š Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshotā¢: https://processdriven.co/snapshot?utm... š Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut... š Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_so... š Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_sou... [ WORK WITH ME ] š„ Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundationsā¢ at: https://processdriven.co/services/pf/... š„ Learn SmartSuite basics with my beginner course: https://processdriven.co/services/sma... š„ Learn ClickUp basics with my beginner course: https://processdriven.co/services/min... / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_so...
Why My ClickUp Looks Weird: ClickUp's New "Simple" Sidebar Layout
How NOT to Set Up ClickUp (4 ClickUp Hierarchy Mistakes)
5 Easy Ways to Simplify ClickUp āØ
Status vs Stages in ClickUp - What You NEED to Know, & Why You Should CARE!
What NOT to do when setting up your ClickUp | common ClickUp mistakes
ClickUp Tutorial for Beginners (Step by Step)
ClickUp Beginner's Guide: Introduction to the ClickUp Hierarchy
Hidden (Helpful) ClickUp Features | ClickUp Beginner Tricks & Tips
5 ClickUp Best Practices for Your Business
Stop Rambling: The 3-2-1 Speaking Trick That Makes You Sound Like A CEO
ClickUp Relationships Tutorial (How & Why to Use This Feature)
5 Reasons I Quit ClickUp Docs for SOPs
Getting started with your ClickUp š The ClickUp Hierarchy explained! (Tutorial and Beginners Guide)
Stop Learning n8n in 2026... Learn THIS Instead
The TOP 5 Mistakes ClickUp Users Make
How to Create a Project Plan in ClickUp
ClickUp Tutorial for Beginners (Step by Step)
The Complete Web Development Roadmap
Subtasks vs. Checklists vs. Descriptions | Beginner ClickUp Tutorial to Create SOPs and Templates
