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


You've likely heard about ClickUp and the significance of ClickUp training for your users, whether you're a team leader or business owner looking for the finest software for project management or monitoring your operations.

ClickUp has quickly become one of the most used task management solutions. To be clear, however, it's not ClickUp that operations professionals find so appealing.

Because we can customize ClickUp's flexible structure to fit our particular workflows and procedures, it is compelling.

3 Stages of Setup & Training for Clickups

Therefore, a ClickUp implementation happens in three steps:

  • Outline your workflows: How do you do what you do?
  • Learn how to use ClickUp while setting it up: How can we have our ClickUp ready to assist us?
  • How Can We Continuously Improve (and Simplify) Our Efficiency? Document and Improve Your Processes with ClickUp.

When finished, you turn ClickUp into your company's most important resource: a business guidebook. ClickUp, when configured correctly:

  • explains how to carry out all of the typical duties in your company without depending on memory
  • gives instructions to your squad without depending on memory
  • shows all of your projects and activities in one location, allowing you to see where your energy is being spent.

Finally, ClickUp takes over as the "brain" of your company on the outside, enabling you and your team to work on more critical projects.

1. Define procedures and workflows.

Business Systems Introduction

We must first comprehend what systems are to implement our procedures in ClickUp. According to our definition, a process is a deliberate "how" that directs how you act.

In the absence of processes, how was life?

Whether or not we are aware of them, we all have systems; however, if they are not chosen consciously, we would probably refer to them as habits or, if we're feeling fancy, default choices.

A 6- and 7-figure company may expand using just habits...nonetheless, it's a challenging route!

With routines:

  • How you feel at the time dictates how you respond to events;
  • New hires are gradually "trained" by "shadowing" experienced workers until they have internalized procedures;
  • People may recall both the accomplishments and disasters of the company. If the proprietor (or a seasoned worker) is struck by a bus... That information is irretrievably destroyed. There is a better approach!

Why create effective business systems?

Our goal while creating systems is to examine our routines and finally record the most efficient approach to carry out each task.

Choosing your future self requires some thought about how you will respond (or prospective employees). So instead of worrying about that fresh lead, say, "Shoot! How will I keep track of my follow-up?

Instead, you say to yourself, "I need to follow up with this individual. Let me use my follow-up template so that the system reminds me of what to say (and when to say it) so I don't have to spend any brainpower thinking about this!"

Systems enable you to design your customer experience such that any member of your team can provide it consistently while reducing decision fatigue.

Map the Processes in Your Business

You, therefore, think, "Great. How can I create systems that matter?

The Process Org ChartTM, which we'll describe in more detail in the next section, is our favorite activity to help you navigate through that.

Make an organizational chart that is people- and process-focused.

Organize your company in a hierarchy to determine your ClickUp. But not a standard "org chart" where names, departments, and job descriptions are shown.

Instead, we focus on the business's functions (often known as processes or "what you do"). Start with the most crucial overall "jobs to be done," which is probably a variation of "generate a profit," much like an organizational chart.

What "sub-jobs" or "sub-processes" really contribute to "generating a profit"? That's the next level in the hierarchy, then! (Repeat this step until your process map is finished.)

How will the organization chart for your process evolve?

As your firm expands, the services it performs will remain mostly stable. Similar to your ClickUp structure

Building trust, converting leads, and supporting your team are continuously important tasks whether you have a staff of one or twenty.


After getting it out of the way, We should start the ClickUp training now.

Create ClickUp Account (And Adjust Settings)

Create your admin settings and ClickUp Workspace.

Step 1: Enter Email 

ClickUp will send you a confirmation email with a verification number as soon as you do. Once you get the code, enter it on the website once again. You are launching ClickUp Onboarding now!

Step 2: Choose Avatar 

You will choose your avatar for the first time in this first stage. Then, you can upload a picture or select a color to match your initials.

Now is the time to add a picture, in my opinion. After uploading, make any necessary changes, and then click Save.

Step 3: Pick Theme Color 

Selecting the theme color will take you to the next section. Throughout your ClickUp, this accent color will be visible. As each team member may change their theme color, choose the one that makes the most sense for you.

Step 4: Include Integrations for Cloud Storage, Calendar, and Time Tracking

We move on to integrations after you have selected the color of your theme. Here, you may immediately choose the applications you wish to have connected to your ClickUp account, such as time-tracking, Google Calendar, Dropbox, etc. Simply select them if you plan to utilize any of these tools. Leave them unselected for the time being if not.

Step 5: Select Workspace and Team Size

ClickUp will make an effort to streamline and customize your experience in this area. When you choose "It's just me," options designed for team settings will be hidden. Choose "Me & others" if you wish to use all the features or if you want to invite your team later.

I suggest using "Me & others" and then simplifying it as necessary.

Step 6: Name Your Workspace

I would advise you to create a workspace. A workspace in ClickUp is often the name of your organization, such as your business, organization, or club.

Step 7: Invite Your Team

Here, you can choose to invite people to your ClickUp account directly. 

Step 8: Choose Workspace Avatar

You may now choose a photo for your Workspace as a whole. I usually advise individuals to utilize their brand's logo.

Step 9: Name Your First Space in Your Workspace

It will ask you what you want to call your first space after your Workspace is set up. You should give your initial area the name "Learning ClickUp" or "Sandbox" to clarify that it is just intended for testing. For the time being, keep things simple.

Step 10: Allow ClickApps to launch

The inquiries continue beyond this point. ClickUp will prompt you to choose which ClickApps you wish to have access to in your ClickUp Space. This refers to the additional features you want to activate in addition to the fundamentals.

I would advise turning them all on to utilize these capabilities as we teach them in the Process Driven Membership.

Step 11: Add Additional Integrations

The next set of integration possibilities is this. Choose from options like Zoom, Slack, Zapier, and more here. Once again, skip it if you're unsure. Instead, choose the one you will use the most, if there is one, and then continue.

Step 12: Import Tasks

Are there any tools you're leaving behind that you wish to access for data? Generally speaking, I advise waiting to import until some of your ClickUp structures are established.

Step 13. ClickUp Apps

You may consider including the desktop, online, and mobile applications from ClickUp. However, the Browser Extension is a priceless tool for adding tasks to ClickUp from anywhere (even your email inbox!).

Now that you have set up your ClickUp account, you are ready to build robust SOPs. Utilize this article's tips and tricks to get started on the right foot. If you have any issues or need help getting started, reach out for assistance.

July 29, 2022
Robbin Schuchmann
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