ClickUp

Clickup Dashboards as a Training Portal: How To Use

TABLE OF CONTENT

The challenges of expanding your workforce and integrating them into your processes are distinct.

What Is Onboarding?!

ClickUp is the solution to your remote onboarding needs! ClickUp's powerful features give you the ability to set up an employee's ClickUp workspace before their first day. No more wasted time getting new hires acclimated to ClickUp - and no more frustrated employees..

You choose to level the heck up, which is why you are onboarding a new team member. Of course. You have a vast understanding of what this entails, and you are investing your energy in it. You've identified the ideal candidate to join your team.

Once you've joined the Zoom call for onboarding, you turn on your camera and gaze at the person on the other side of the screen.

You're unsure about where to begin.

How are you going to acquire this individual, who is so ideal for your team, to comprehend your mission, objectives, and procedures with just one phone call?

The secret. You don’t. In order to prevent this kind of overburden, you employ the onboarding procedure.

Your hiring, preparing, and deployment of team members a systematic "on board" checklist and instruction manual.

How To Maximize Your Team’s Onboarding, Step-by-Step

Create a Database for Sops.

If you manage a ClickUp account with lots of members, then it is important to have an SOP database. This will help you keep track of all the ClickUp processes that your team needs to follow. You can use ClickUp's Custom Fields feature to add an "SOP" field to every task in your workspace. Then, when you create a new task, simply select the appropriate SOP from the drop-down menu..

To do this:

1) Navigate to the Workspace Settings gear icon  in the top right-hand corner.

2) Select Custom Fields from the left-hand side panel.

3) Click the +Add Field button.

4) Create a new Dropdown

A Systemized Location to House & Share Onboarding & Training Resources Should Be Created.

When you have completed the ClickUp SOP database, it is time to create a systemized location to house and share your onboarding ClickUp workspace with your new team members. This could be a link on your company website, or a specific ClickUp page that contains all the information about ClickUp that a new employee needs to know..

To do this:

  • Click the Share button in the top right-hand corner of your ClickUp workspace.
  • Click Copy Link.
  • Send the link to your new team member via email, Slack, or any other communication tool.

An "All About ClickUp" Page Should Be Created. This "All About ClickUp" page should contain everything that a new team member needs to know in order to be an expert ClickUp user. This could include:

  • A link to the ClickUp SOP database.
  • A how-to guide for using ClickUp.
  • Links to ClickUp tutorials and webinars.
  • FAQs about ClickUp.

Also read: How To Set up a Clickup & Build Strong Sops: Clickup Training 101

Train New Team Members Using Dashboards To Show Progress.

Now that you have created an "All About ClickUp" page, it is time to train your new team members using ClickUp's powerful features. ClickUp's Dashboards feature is the perfect tool for tracking a new team member's progress.

How to Use the Dashboard Feature in Three Ways

1. Begin With a Team Dashboard, a Centralized Hub,

This would be a particular board that contains the team-specific ClickUp documents, to-do lists, tasks, time monitoring, and goal tracking. This would also contain a place for new recruits and training materials.

2. Use Goals To Tracking Progress From Day One,

You can keep your new team member on task by measuring their progress toward specific targets using charts and graphs and the goal tracking function.

3. Do Not Lose Sight of the Central Dashboard, the Big Picture

By doing this, you would be building a dashboard that is more focused on your requirements for managing your staff. Individual administrative activities, outsourced management, project schedules with all tasks included, and other fundamental requirements.

Creating a ClickUp SOP database is an important first step in creating a systematic onboarding process for your new team members. This will help you keep track of all the ClickUp processes that your team needs to follow. You can use ClickUp's Custom Fields feature to add an "SOP" field to every task in your workspace. Then, when you create a new task, simply select the appropriate SOP from the drop-down menu.

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