1 Welcome & Get the Most Out of This Program 2 How Updates are Handled

1 Intro to ClickUp 2 Open Your Account & Pick Your Plan 3 Quick Tour of the Interface 4 The Hierarchy 5 Views & Filters 6 Everything View 7 ClickApps 8 Settings & Notifications 9 Bookmark ClickUp

1 Identify Your Big Goals 2 Clarify Your Business Needs 3 Gather All of Your To-Do Lists

1 How to Import the Templates 2 Executive Templates 3 Admin & Operations Templates 4 Product & Program Templates 5 Marketing Templates 6 Personal Templates 7 Client & Service Templates 8 Request a Template!

1 Tasks 2 Subtasks, Checklists, & Descriptions 3 Assignees vs. Watchers 4 Statuses 5 Custom Fields 6 Views vs. Lists 7 List Info 8 Migrate & Add Your To-Dos to ClickUp

1 Multitask Toolbar 2 Remap Subtask Due Dates 3 Reorganize Your Hierarchy 4 Recurring Tasks 5 Automations

1 Docs 2 Forms 3 Dashboards 4 Milestones vs. Goals 5 Comments vs. Chat (& Best Communication Practices)

1 Popular Integrations 2 Integrate Your Calendars 3 Send Emails from ClickUp 4 Reply to Email Notifications 5 Chrome & Outlook Extensions 6 Mobile Apps, Desktop Apps, & Voice Assistants

1 Color Coding 2 Favorites 3 Time Estimates 4 Finish Your Setup 5 SOPs 6 Clip Videos 7 Create & Use Your Own Templates

1 Priorities 2 Daily Workflow 3 Task Tray 4 Hotkeys & Keyboard Shortcuts 5 Time Blocking 6 Batching 7 Capacity Planning

1 How to Use CRMs with ClickUp 2 Guests & Permissions 3 "View Only" Guests 4 Dashboards & "Client Portals" 5 When a Client Project is Done... 6 You Did It!

1 Dubsado, HoneyBook, 17Hats, & Other CRMs 2 AirTable & Google Sheets 3 Google Docs 4 Google Forms, Survey Monkey, & TypeForm

1 Time Tracking 2 Tags (vs. Dropdown & Labels) 3 LineUp™️ (vs. Priorities & Trending) 4 Formulas & Calculations 5 Relationships 6 Dependencies 7 Gantt vs. Timeline View