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  • Clickup-Basics Ref.

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    Tenaga
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    The document discusses the basics of ClickUp workspaces including: - User roles like owner, admin, member and guest with different levels of access - Pricing plans including a free forever plan and unlimited and business plans with various features - Access across web, desktop, iPad/iPhone and Android - QuickSwitch keyboard shortcut for navigating spaces, folders, lists, views, inbox and profiles - Slash commands for powerful navigation within ClickUp

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    Clickup-basics ref.

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    The document discusses the basics of ClickUp workspaces including: - User roles like owner, admin, member and guest with different levels of access - Pricing plans including a free forever plan and unlimited and business plans with various features - Access across web, desktop, iPad/iPhone and Android - QuickSwitch keyboard shortcut for navigating spaces, folders, lists, views, inbox and profiles - Slash commands for powerful navigation within ClickUp

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    218 views9 pages

    Clickup-Basics Ref.

    Uploaded by

    Tenaga
    The document discusses the basics of ClickUp workspaces including: - User roles like owner, admin, member and guest with different levels of access - Pricing plans including a free forever plan and unlimited and business plans with various features - Access across web, desktop, iPad/iPhone and Android - QuickSwitch keyboard shortcut for navigating spaces, folders, lists, views, inbox and profiles - Slash commands for powerful navigation within ClickUp

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 9

    Basics

    Workspace

    space space space


    USER ROLES

    owner admin member guest

    Yourself Internal Management Internal  External


    (person who created the Highly trusted to manage  Other employees or  Vendors, Clients or 
    workspace) your workspace trusted team members outside with limited
    full access medium access access
    Unlimited Plan Business Plan

    Everything in the Unlimited Plan plus:


    Unlimited file storage
    Two Factor Authentication (2FA) 
    Free Forever Plan Unlimited Spaces, Folders and Lists Google Single Sign On (SSO) 
    Cloud storage integrations Share Portfolios
    Advanced Reporting Goal Folders
    Unlimited tasks Unlimited Custom Fields List View Exports
    100MB file storage Unlimited Goals Protect Views
    Unlimited Portfolios Workload Chart
    100 uses of Custom Fields
    Unlimited Views Set Default Views
    100 uses of Goals Personal Views
    Unlimited Dashboards
    100 uses of Portfolios List View Column Calculations
    Forms branding,
    customization, and field options
    100 uses of Dashboards Delegate Reminders All Dashboard widgets
    100 Custom Views Gantt View Unlimited Critical Path calculations 
    400 Folders in a Space Box View 10 permission controlled guests + 5
    100 Lists in a Space Form View additional per Workspace member
    Advanced member and
    100 Lists in a Folder
    guest Permissions
    5 Spaces Unlimited read-only guests
    Enterprise Plan
    Create and edit Permissions Future Recurring Tasks on Calendar
    Basic Reporting Restrict guest visibility for Everything in the Business Plan plus:
    Single Sign-On (SSO)
    Time Estimates, Time Tracked, Contract review & HIPAA
    Tags, and Custom Fields Increased API limits
    5 permission controlled guests + Custom onboarding
    2 additional per Workspace member Dedicated success manager
    Advanced permissions
    ACCESS

    WEB BROWSER DESKTOP iPAD & iPHONE ANDROID


    QUICKSWITCH
    Keyboard navigation by pressing the letter K or

    Move quickly between:


    Spaces
    Folders & Lists
    Views
    Inbox & Profiles
    SLASH COMMANDS
    Use / with the quick switcher for more powerful
    navigation!

    Pro Tips:
    Type / me  to quickly assign a task to yourself 
    Type /closed  to quickly close a task (or just use / cl to be
    even faster)this also works for /done  and /complete 
    You can use space  or enter  to select a command
    You can use tab  or the arrow keys to browse through
    commands
    In a task, create subtasks super quick by typing / - 
    Task Views Page Views
    See all your data from different angles For adding/gathering more information and
    references
    Best for sorting,
    filtering, grouping and Best for creating and

    List

    DOC
    customizing columns sharing SOPs and
    other knowledge
    bases
    Best for visually

    Board

    Conversation
    seeing status and
    Best for chatting in

    VIEWS
    whats next
    real-time about tasks
    with your team

    Best for managing

    Box
    workload Best for linking
    outside apps &

    Embed
    websites directly
    Calendar
    inside your ClickUp
    Best for planning and
    scheduling

    Best for gathering,

    Form
    organizing and
    Best for
    collecting new data
    Gantt

    dependencies and
    project mapping
    Basics
    To learn more about a specific topic, click on the individual pages.

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