ClickUp Views EXPLAINED | ClickUp tutorial for beginners on Filters, Group by, Sort by, & Me Mode

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  • čas přidán 5. 09. 2024

Komentáře • 53

  • @LaylaPomper
    @LaylaPomper  Před 3 lety +4

    What’s your go-to View in ClickUp?

    • @ceciliala
      @ceciliala Před 3 lety

      Board and Calendar but I am loving the Table view as well!

    • @compassdigitalstrategies
      @compassdigitalstrategies Před 3 lety

      Calendar for some content related ones, otherwise list.

    • @gabrielalbrechtfitarelli5938
      @gabrielalbrechtfitarelli5938 Před 3 lety

      I'm very used to List View with different filters; but maybe I should also explore the other layots more. Thanks for this video, Layla!

  • @BagpussAyeee
    @BagpussAyeee Před rokem +1

    i love you! downloaded clcikup yesterday, as i needed something for my work. frazzled my wee brain an hour in! Found your video and you speak so fast waaa. my brain loves it tho, so much info, no dragging the video out. The first 2 have already helped, legend!

    • @LaylaPomper
      @LaylaPomper  Před rokem

      Happy to help (even at too fast a pace 😜)!

  • @La_vie_de_reve
    @La_vie_de_reve Před 2 lety +3

    This is by far the best channel for learning clickup! I implemented it now in my work and private life. Works like a charm! Thanks for all the videos!

    • @LaylaPomper
      @LaylaPomper  Před 2 lety

      Thanks so much, I appreciate your support! 😊

  • @KarvelDigital
    @KarvelDigital Před 3 lety +4

    Your channel is amazing. Thanks for packing in the value every week! I learn something new every time.

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Aw, thanks Karvel Digital! That means so much! ☺️

  • @user-iq3ko8nq3p
    @user-iq3ko8nq3p Před 2 lety +1

    Thank you sooooo much, very helpful!
    Click up should pay you for this 💎

    • @LaylaPomper
      @LaylaPomper  Před 2 lety +1

      I'm so glad it helped! Thank you so much :)

  • @chao8790
    @chao8790 Před 3 lety +1

    wondful videos , thank you dear Layla

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Thank you for those words and for watching! You're very welcome!

  • @shersh_n
    @shersh_n Před 3 lety

    ClickUp is good, but you are making it great by making it accessible and understandable! 👌

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Shershen that means so much! Thanks for taking the time to write this comment -- it made my day. 😄
      Please do let me know if there any questions or challenges that come up on your journey that might make for a helpful video!

    • @shersh_n
      @shersh_n Před 3 lety

      @@LaylaPomper I'm not sure if you have covered this before: would it be possible to cover using ClickUp for a CRM, but with a particular focus on small businesses that don't have hundreds of clients at a time? For example, I'm an Architect, so I'll have somewhere between 10 to 50 clients in a year (50 if extremely lucky). With this few clients the relationship building and personal follow ups are so important.
      Let me know if this something you would be interested in covering, and thank you for the awesome videos and tutorials 😃

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Hey Shershen! I haven't made a dedicated video about this, but it's certainly possible. It's more about building a "client database". If you watch my video about designing a follow-up process and/or the video on "stacking ClickUp templates" you'll see some examples of how to bring this to life! :)

    • @shersh_n
      @shersh_n Před 3 lety

      @@LaylaPomper Thanks for the advice, I'll definitely check those videos out!

  • @rafalnam
    @rafalnam Před rokem

    Nice movie. Now we use Firmao CRM for managing projects, but we will check ClikUp.

  • @josedim141
    @josedim141 Před 3 lety

    thanks Layla! a lot of useful information!

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Glad it was helpful! We try to keep it 💯 with people so they can make informed decisions in the ever-confusing tech tool world!

  • @mr_whitehair
    @mr_whitehair Před 2 lety

    In a different video you said you couldn't come up with an analogy for views, glad to see you found one 😂

  • @michaelnewnham7870
    @michaelnewnham7870 Před 3 lety

    I’m hooked on your videos. 👍😀

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      I'm so glad to hear they're helping you on your ClickUp journey, Michael! :)

  • @compassdigitalstrategies

    Was playing around with one of my views after seeing this. It's a content calendar specifically for Google My Business Posts. I found a way to speed up the workflow using the list view to quickly add data to fields. Then going in to calendar view and dropping the unscheduled tasks in where I wanted them. So much smoother. Still revising. Did notice that I can't advance to next task in calendar view. Only list view.

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Whoops -- turns out I'm behind on some comments! 😂 I appreciate you sharing this!

  • @HealthandBeautyAP
    @HealthandBeautyAP Před 2 lety +1

    This was very helpful. Thank you! I am wondering if there are any updates about the views as of Nov 2021 since this video was done in 2020

    • @LaylaPomper
      @LaylaPomper  Před rokem

      Hey Candice! Just getting caught up in comments🙈
      Here are some updated videos on the topic!
      czcams.com/video/TCmF-V-t9pA/video.html
      czcams.com/video/MoKX-mIeC20/video.html

  • @jeremymorris570
    @jeremymorris570 Před 2 lety

    Amazing training videos! Definitely subscribing. Thank you!
    Most importantly though, how do you get that little monky icon as your view name? lol

    • @LaylaPomper
      @LaylaPomper  Před rokem

      You can use the Emoji keyboard built into Mac or PCs OR by copying-and-pasting emojis from a site like Emojipedia. :)

  • @christoferlovas9098
    @christoferlovas9098 Před 2 lety

    Thanks for your videos! Very helpful. Do you have a video that helps optimize gannt chart view?

    • @LaylaPomper
      @LaylaPomper  Před rokem

      Hey Christofer! Just getting caught up on comments🙈
      We're working on one currently! We plan our content ahead so it will be a bit, but it is coming!

  • @wahidhassanein6905
    @wahidhassanein6905 Před 2 lety

    Hi, I'm really appreciate your ways of explaining videos and it's fantastic and very helpful for me, also may I have the clicking up link of group that you mentioned about politics and procedures in clickup please 🥺

    • @LaylaPomper
      @LaylaPomper  Před rokem

      Hey Wahid! Just getting caught up on comments🙈
      ClickingUp has turned into the ProcessDriven Membership! You can get details for that here: processdriven.co/services/membership
      But if you want into our free Facebook group, you can jump in here: processdriven.co/group

  • @markwakeman812
    @markwakeman812 Před 3 lety +1

    Thanks for the helpful video. I'm trying to view a group by a custom field, and frustrated that each unique combination is it's own group. I have 8 tags in my custom field, and I want only 8 categories when I view on a board or list. If one project has multiple labels I end up with 10+ different groups. Do you know a way around that?

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      There’s no way around it. I know it’s quite frustrating! 😕

  • @scottashley3939
    @scottashley3939 Před 2 lety

    it may sound like a silly question and unrelated to your topic. What kind of camera do you use for this video? I liked it.

    • @LaylaPomper
      @LaylaPomper  Před rokem

      Hey Scott! Just getting caught up on comments🙈
      You can find all the details on the camera and other gear I use here! processdriven.co/gear/

  • @dfiaa
    @dfiaa Před 3 lety

    Have you ever experienced something like existed docs just simply disappear? I just want to know if that occurs frequently for everyone

    • @LaylaPomper
      @LaylaPomper  Před rokem

      Hey! Just getting caught up on comments🙈
      If you still need support, I'd suggest contacting ClickUp support directly at help@clickup.com.

  • @anaperovic1706
    @anaperovic1706 Před 3 lety

    Hi Layla, thanks for all the great content :) Do you offer consulting services? I would like to get on a call with you and ask you some questions specific to our business? Thanks!

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Heya Ana! Sure do - hourly strategy sessions are often the go-to for actionable feedback.
      You can find me at ProcessDriven.co. ☺️

  • @greginfla_1
    @greginfla_1 Před 3 lety

    but me mode only works if you treat/set subtask as a separate task.
    if you don't... either displaying subtask as collapse or expanded ... the me mode shows all task associated with a parent task regardless of who the assignee is.....
    if you are in me mode/expanded, and you are only assigned one task out of 20 subtasks ..... all 20 tasks are displayed.
    If you are in me mode/Collapse, just the parent task are displayed and the display may not indicate that any of the parent tasks is assigned to you (graphically). the task are displayed because at least one of the subtask (not displayed) of the parent is assigned to you.
    or am I doing something wrong? It just threw me off when I was in Me Mode and I see all the tasks not assigned to me.

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Yes, you're correct! That's why I tend to always show "Subtasks as Separate Tasks" if I'm using Me Mode.
      Personally, it's not a feature I like to use. BUT I find very helpful when setting up views for VAs or other task-centric roles. :)

  • @ckimaging2153
    @ckimaging2153 Před 3 lety

    as I see I will need 6 months at least to be familiar with clickup, why you don t keep it simple?!!!

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      In my experience it typically takes someone about 2 weeks of daily use to feel comfortable and 2 months to know all they'd need to know to do their daily work. One step at a time!
      The common mistake I see is folks trying to learn ALLLLL the features at once, when really there are only a few that you really need to "Get the job done!" 😀

  • @hellolau
    @hellolau Před 3 lety +1

    Your content is great but everything is just so blurry, it makes it difficult to watch. People already mentioned it to you but you did not act on it, why? That's a shame.

    • @LaylaPomper
      @LaylaPomper  Před 3 lety +1

      While I’ve definitely made a lot of upgrades to my setup since those comments, I know it’s still far from perfect. Thanks for the reminder to keep improving!

    • @Singfiel
      @Singfiel Před 3 lety +1

      I thought I was having the same experience. However, I clicked on the CZcams gears icon and noticed my player had auto'd to 360p. I changed it to 1080p and it was perfect. Not Layla's issue at all, but my players. YMMV

    • @LaylaPomper
      @LaylaPomper  Před 3 lety

      Appreciate it Jeff! ☺️