I LOVED this video! Thank you so much! I had two lists for everything and now I can get rid of a whole "Ideas" space. I would love to see a similar video that addresses recurring vs one-off tasks. And one that covers a "catch all" tasks list or inbox, is that something you use?
Hey Jennifer! Just getting caught up on comments 🙈 In case you still need support, I reached out to my team and this is what my Community Coaches shared: A few resources that might help! processdriven.co/workflows/b-workflows/make-your-business-a-well-oiled-machine/ processdriven.co/clickup/how-to-use-clickup/organize-work-and-life-in-clickup/ (not discussing business in this article but we do discuss one-off tasks) processdriven.co/documentation/b-documentation/how-to-capture-your-ideas/ (lightly discusses Ideas vs things to do soon) We do not have a "catch all" Task List or inbox. This would quickly become cluttered and what we try to avoid. I hope this helps!
Ur channel is the BEST, Layla! I know this vid here isn't very recent, but if you're still monitoring comments and are willing to share your CZcams process template, that'd be amazing! I started making YT content this year and need all the process streamlining I can get! LOL. Thanks so much for all the great content and info you and Process Driven provide to the Clickup community!! 💯
@@LaylaPomper Yes, in a way. Instead of separating the tasks and ideas like what you did, I separated today's task into a calendar view then everyday, I will go to that view to view my daily tasks in a hourly format :) the other tasks are out of mind and sight for that one day, you know, so that I don't feel overwhelmed. :D
I had moved all my ideas in to a different list. But love this view based on views. Everything stays in the same list. I have one called Ideas and one called Production. For now. LOL
Hi Layla, Just a question, I just watched one of your videos about reducing statusses as much as possible even to the point of just to do and done so that you can use the check mark option. When to go with progress statusses or progress tracked in custom fields/ subtasks / checklists?
Hey there! Just now getting caught up on comments🙈 I reached out to the team and this is what our Community Coaches had to share: The purpose of using Simple Statuses is so that the status of a task can be true for all of the work or data. We recommend using 2-3 statuses to show the progression of a task. If going from "TO-DO " to "COMPLETE", seems basic and not descriptive enough, you can add a "IN PROGRESS", "WORKING", to see more information about the stages of the task. If you'd like additional details about tasks, we can incorporate them by using subtasks, checklist or even a Drop-Down Custom Field. The Custom Field can be used to show the stages of the task, but not interfere with other tasks that aren't relevant to that Custom Field. It's really your preference as to how how you want to view the stages of a task. With Subtask or Checklist you will have the option to complete the step or check off the item. In this (older) video, Layla is doing the opposite of what we currently recommend. To replicate what Layla is doing in the video for our current approach, it would be good to have the simple statuses and then create a separate Dropdown Custom Field that mirrors the same statuses Layla is showing. Then they can proceed as expected. I hope this helped! - Karleigh at ProcessDriven
Yes, would love to learn about your video production process! I’m wanting to start producing similar tutorial videos about website marketing tips, and love how you’ve done it here. (Especially the frame with your logo around the video, and your moveable webcam video - please tell me that’s a Mac app! :)
Mateo I can't wait to see your content come out! I'll be the first to admin that this setup was super basic -- the only tools involved are a Logitech webcam + Dubb + Canva (for graphic pop-ups) + and a super quick-and-dirty edit in Premiere Rush. I'm hoping to do a video shortly talking about how my setup has evolved in these first few months on CZcams soon! :) I've made quite a few small-but-significant improvements over time and have a few more slated.
Mateo Baisden yes! My recording monitor isn’t the perfect ratio for CZcams, so I set the video to “Fit” in Rush (which creates black edges) and then overlay my logo by dragging the image file as an overlay! 🙂
Kathryn I keep putting off making a long-form video about CZcams workflows to cover more ClickUp features...but I promise it’s still on my list to record very soon! I’m planning to do a tell-all about my workflow, gear setup, as well as my “CZcams 1.0” process and how I’m changing it moving forward. Stay tuned! 😁
Hey Moni! Tell me more about what you're looking for here -- I'm actually working on my own business budget for 2021 right now, so I'm intrigued to hear what you're looking for! Are you referring to managing a budget in ClickUp? Managing potential purchases? Business budgeting in general? Personal budgeting/subscription management? Let me know! :)
We ended up releasing that template to the ClickingUp Community we run, but the workflow video (which shows a clip of it!) is live here: czcams.com/video/7fYmu7hjxaI/video.html
This is a year old. Do you still use status for the stages of a project? I created a dropdown custom field with all that in it. Can I filter out ideas in a view if I do it that way?
Hey Kim! Just getting caught up on comments 🙈 In case you haven't seen it yet, here's an updated video on Layla's production process: czcams.com/video/3DbKfXRz3kQ/video.html The template is available inside of the ProcessDriven Membership! Get all the details here:processdriven.co/services/membership I hope this helps! - Karleigh at ProcessDriven
SO SO Helpful! Thank you!
Happy to help!! ☺️
Cool!
Thanks for everything, you can put 0:00 as a timestamp to see times on timeline. You can do this for your old videos.
Great suggestion! Thanks! We'll make a point to go through our older videos accordingly. :)
Your videos have been so helpful! Thank you!
You're very welcome, thanks for watching!
I LOVED this video! Thank you so much! I had two lists for everything and now I can get rid of a whole "Ideas" space.
I would love to see a similar video that addresses recurring vs one-off tasks. And one that covers a "catch all" tasks list or inbox, is that something you use?
Hey Jennifer! Just getting caught up on comments 🙈
In case you still need support, I reached out to my team and this is what my Community Coaches shared:
A few resources that might help!
processdriven.co/workflows/b-workflows/make-your-business-a-well-oiled-machine/
processdriven.co/clickup/how-to-use-clickup/organize-work-and-life-in-clickup/ (not discussing business in this article but we do discuss one-off tasks)
processdriven.co/documentation/b-documentation/how-to-capture-your-ideas/ (lightly discusses Ideas vs things to do soon)
We do not have a "catch all" Task List or inbox. This would quickly become cluttered and what we try to avoid.
I hope this helps!
Ur channel is the BEST, Layla! I know this vid here isn't very recent, but if you're still monitoring comments and are willing to share your CZcams process template, that'd be amazing! I started making YT content this year and need all the process streamlining I can get! LOL. Thanks so much for all the great content and info you and Process Driven provide to the Clickup community!! 💯
Thank you so much for the kind words! Happy to help however I can!
Great video and ideas Layla - Thanks!
You’re very welcome! Glad it helped!
Thank you so much! Super helpful!
Glad it helped you, Gary! :)
Such a cool idea! I'm going to try this! 😁
Jing Xuan Ang have you tried it yet? If so, loop back and share your thoughts! ☺️
@@LaylaPomper Yes, in a way. Instead of separating the tasks and ideas like what you did, I separated today's task into a calendar view then everyday, I will go to that view to view my daily tasks in a hourly format :) the other tasks are out of mind and sight for that one day, you know, so that I don't feel overwhelmed. :D
I had moved all my ideas in to a different list. But love this view based on views. Everything stays in the same list. I have one called Ideas and one called Production. For now. LOL
LOL! Has this since changed?
@@LaylaPomper Not so far! But clickup has a webinar coming out on a content calendar process so there's a chance. Haa!
Great and detailed! Thanks for sharing :)
Thank you so much Ioannis! I'm glad it was helpful to you!
Great idea - really love your chanel!
Judith thanks so much! I’m trying my best and always happy to hear when the structures I use are also helpful others! ☺️
Hi Layla, Just a question, I just watched one of your videos about reducing statusses as much as possible even to the point of just to do and done so that you can use the check mark option. When to go with progress statusses or progress tracked in custom fields/ subtasks / checklists?
Hey there! Just now getting caught up on comments🙈
I reached out to the team and this is what our Community Coaches had to share:
The purpose of using Simple Statuses is so that the status of a task can be true for all of the work or data. We recommend using 2-3 statuses to show the progression of a task. If going from "TO-DO " to "COMPLETE", seems basic and not descriptive enough, you can add a "IN PROGRESS", "WORKING", to see more information about the stages of the task.
If you'd like additional details about tasks, we can incorporate them by using subtasks, checklist or even a Drop-Down Custom Field. The Custom Field can be used to show the stages of the task, but not interfere with other tasks that aren't relevant to that Custom Field.
It's really your preference as to how how you want to view the stages of a task. With Subtask or Checklist you will have the option to complete the step or check off the item.
In this (older) video, Layla is doing the opposite of what we currently recommend. To replicate what Layla is doing in the video for our current approach, it would be good to have the simple statuses and then create a separate Dropdown Custom Field that mirrors the same statuses Layla is showing. Then they can proceed as expected.
I hope this helped!
- Karleigh at ProcessDriven
Thank you that was extremely helpful 👏👏
Thanks Cameron! I appreciate your support, as always!! 🙏
Yes, would love to learn about your video production process! I’m wanting to start producing similar tutorial videos about website marketing tips, and love how you’ve done it here. (Especially the frame with your logo around the video, and your moveable webcam video - please tell me that’s a Mac app! :)
Mateo I can't wait to see your content come out!
I'll be the first to admin that this setup was super basic -- the only tools involved are a Logitech webcam + Dubb + Canva (for graphic pop-ups) + and a super quick-and-dirty edit in Premiere Rush.
I'm hoping to do a video shortly talking about how my setup has evolved in these first few months on CZcams soon! :) I've made quite a few small-but-significant improvements over time and have a few more slated.
@@LaylaPomper Thanks. So is it in Premiere that you are adding the borders and logo? That's the piece of the puzzle I'm still missing :)
Mateo Baisden yes! My recording monitor isn’t the perfect ratio for CZcams, so I set the video to “Fit” in Rush (which creates black edges) and then overlay my logo by dragging the image file as an overlay! 🙂
I would LOVE to see your YT production checklist.
Kathryn I keep putting off making a long-form video about CZcams workflows to cover more ClickUp features...but I promise it’s still on my list to record very soon!
I’m planning to do a tell-all about my workflow, gear setup, as well as my “CZcams 1.0” process and how I’m changing it moving forward. Stay tuned! 😁
Hi Layla 👋 any news on your YT video production checklist that you offered to share? 🙏☺
Hi Layla, thanks so much for your informative videos. I was wondering if you could do a video about budgeting?
Hey Moni! Tell me more about what you're looking for here -- I'm actually working on my own business budget for 2021 right now, so I'm intrigued to hear what you're looking for!
Are you referring to managing a budget in ClickUp? Managing potential purchases? Business budgeting in general? Personal budgeting/subscription management?
Let me know! :)
Hi Layla, setting up a personal budget in Click up would be very interesting to me. Also, to see how you set up your budget. Many thanks
FYI - I'm going to pull this question to answer live during our Q&A today on the Channel! Link if it helps: czcams.com/video/B6M30tnI04c/video.html
Thanks for the video. As you mentioned, I'd love a copy of your CZcams SOP/Template. thanks!
Noted!!
🙏😊🌟
👋😊
I would love to see your video production SOP please. Thanks.
We ended up releasing that template to the ClickingUp Community we run, but the workflow video (which shows a clip of it!) is live here: czcams.com/video/7fYmu7hjxaI/video.html
This is a year old. Do you still use status for the stages of a project? I created a dropdown custom field with all that in it. Can I filter out ideas in a view if I do it that way?
Sometimes I do! But this structure does work no matter if you’re filtering out a Status OR a Custom Field.
I could like to get a copy of your CZcams SOP/Template. Thank you.
Noted! We now have it in our membership but may prep it for broader release.
Process template please
Hey Kim! Just getting caught up on comments 🙈
In case you haven't seen it yet, here's an updated video on Layla's production process: czcams.com/video/3DbKfXRz3kQ/video.html
The template is available inside of the ProcessDriven Membership! Get all the details here:processdriven.co/services/membership
I hope this helps!
- Karleigh at ProcessDriven