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Course Outline
Setting Up a Collaborative Workspace
- Creating and structuring workspaces, spaces, folders, and lists
- Configuring team roles, permissions, and access controls
- Customizing ClickUp settings for team workflows
Advanced Task Management for Teams
- Using task dependencies, priorities, and due dates
- Managing recurring tasks and workload balancing
- Utilizing custom statuses and task templates
Enhancing Team Communication
- Using comments, mentions, and notifications for real-time updates
- Collaborating with shared docs, whiteboards, and chat
- Managing feedback and approvals within ClickUp
ClickUp Reporting and Dashboards
- Creating team dashboards for real-time insights
- Tracking team performance with reports and analytics
- Using time tracking and workload views for resource management
Workflow Automation in ClickUp
- Setting up automations to reduce manual work
- Integrating ClickUp with external collaboration tools
- Optimizing recurring processes for team efficiency
Best Practices for Team Collaboration
- Improving productivity with ClickUp shortcuts and templates
- Avoiding common collaboration challenges in ClickUp
- Scaling ClickUp for larger teams and organizations
Summary and Next Steps
Requirements
- Basic experience using ClickUp
- Familiarity with project management and team collaboration concepts
Audience
- Project managers streamlining team workflows
- Team leads enhancing productivity and accountability
- Department heads improving cross-functional collaboration
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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