how to use clickup whiteboard

Applying these two time management techniques within ClickUp can help you boost your productivity and avoid distractions. Add your client to your workspace as a guest, and set the right permission levels. Lets explore the different levels. However, since it is an unfamiliar app to you, you may struggle to unlock the maximum levels of productivity when you do ClickUp project management. Both ClickUp and Asana offer an API and many integrations to bring in data from 3rd party platforms. From key tasks to project milestones, and even your roadmap itself, everything can exist on your whiteboard from start to finish because your canvas is truly infiniteyou will never, ever run out of space, so there is no need to delete or start over. Copying and Pasting Task Links The workspace is the highest level of organization in the ClickUp hierarchy. Use Docs, Reminders, Goals, Calendars, Chat, scheduling, assigned comments, custom views, & more with this all-in-one project management tool. Choose your tools by hand or revert to your favorite ClickUp Slash Commands to pull up rich editing, formatting, objects, and more to maintain your creative momentum. You can use the existing structures on your whiteboard to start digging into the planning phase and crafting your project charter. Miro's digital canvas can be used as a visual aid in meetings or to plan entire workflows with diagramming features, presentation tools, and pre-made templates to layer on top of your board and . . We had different teams using different tools like Trello. Youll be able to see the objects that represent tasks and milestones on your roadmap, and if youre using ClickUp, youll also be able to convert those shapes from your whiteboard into ClickUp tasks that connect directly to your workflow. So as a business, we decided that future-proofing the client journey was a top initiative for the quarter, starting by understanding the current state. . Click and drag the cursor to the other object. We moved to ClickUp to be our teams one source of truth for all of our client projects and engagement. And when youre working on multiple projects and clients at once, the challenges seem to multiply as well. . Visit our Help Center for support. Comments? Get Started creative tools Tools to unleash your creativity. 4 The Business Plus Plan is best for multiple teams and costs $19 per member per month. 2 The cheapest of these plansThe Unlimited Plancosts $5 per member per month and includes perks like unlimited storage, integrations, Gantt charts and dashboards, two-factor authentication, and native time tracking. Applying these two time management techniques within ClickUp can help you boost your productivity and avoid distractions. By the end, we had agreement and alignment on the customer journey and even identified a big gap we never realized. You can be more productive and save at least 20% of your time just by using ClickUp. Talking through the docs in meetings was tough, too. Weve already established that ClickUp is a powerful productivity tool, but why should it supplant your existing project management system? Whiteboard project management should be a go-to approach for teams who are looking to prioritize or improve upon: Almost sounds a little too good to be true, huh? They are optional, so you dont have to use them and can instead create tasks directly into your spaces. Sharing - Collaborate on a Whiteboard with anyone across your organization. ClickUp is an extremely versatile productivity tool with several different applications. Understand the ClickUp hierarchy: Whether you join an existing workspace or create your own, invest some time to learn how the hierarchy works. Whiteboard global market is expected to rise to 2.13bn by 2025, this new view cou. And it only gets better! Each team started to formally document their own SOPs and SLAs, but it was still pretty siloed. Thanks for sharing your story, Lewis! A harmonious Ohhhhhh sounds through your monitor. Whiteboard global market is expected to rise to 2.13bn by 2025, this new view could prove effective for ClickUp and today, we explore how it works. And for some project management software, this may also be where the use of whiteboards stops entirely. Within lists, you have tasks, the heart of ClickUp project management. Lets hear your story! We realized we needed additional checkpoints in the 30 days window. Bug Tracking. Why Use ClickUp for Project Management? But if youre new to this approach and think youve already got this topic covered because you hung a mini whiteboard in your kitchen or home officethink again, my friend. This, in turn, makes it nearly impossible to keep track of anything and ironically leaves you even less productive than you were before. When people hear the term Whiteboard Project Management, theyll likely imagine a variation of this exact scenario, and while its totally valid and super common, that example only scratches the surface of the infinite benefits this methodology has going for it! From the Sidebar, select the Space where you created the Whiteboard. Plan and manage your project on a digital whiteboard, Phase 1: Tackling initiation with project management whiteboards, Its time to start making project management magic with ClickUp Whiteboards, Get started with the template of your choice, A Guide to Program Management With Detailed Examples, 11 Project Management Software for Video Production, 8 Powerful Marketing OKR Examples + How To Track Them, Your Guide to Successful Freelance Project Management, 14 Best Business Management Software 2022 Reviews & Pricing, Best HR Software for Your Business 2022 Review, 10 Free SWOT Analysis Templates and Examples, 15 Gantt Chart Project Management Templates (Benefits & Tools in 2022), 10 Agile Templates for Projects in ClickUp, Excel, and Google Sheets, 9 Ways to Reduce Cyber Security Risks in Remote Project Management, 15 Best Workload Management Tools for Your Team 2022, Best Practices for Implementing DevOps Project Management, How to Make a Project Management Calendar (Tools & Templates), How to Make a PERT Chart With 6 PERT Chart Examples, Accessibility for individuals who learn differently, Creating a clear concept, mockup, or blueprint for your project, Listing and allocating your project resources, Touching base with your team and providing feedback and virtually anything. Unlike your roadmap or dashboards that provide insight into where your work is headed next or how its doing, whiteboards show you what that progress actually looks like. At this stage in the game, youve done the research, youve identified your audience, created a roadmap, and determined whose skills are needed to bring the project to lifeso youre ready to execute! Tasks in Whiteboard: Users can easily add existing ClickUp Tasks into Whiteboards, find links between tasks, docs, and all other work, and create new tasks directly from Whiteboards and. If the workspace is the company, then spaces are the different departments. You can also use them to get a birds-eye view of your project, manage your time and resources, and prioritize tasks. The visual and collaboration aspects of whiteboards are crucial in the planning phase because your software should allow virtually anyone of your choosing to share or contribute to the board. Zoom Whiteboards can be created and shared using the desktop client (in-meeting or out-of meeting) and the Zoom web portal. ClickUp Project Management: Is ClickUp Right for Me. Workforce Management. With a growing list of features and even bigger plans ahead, ClickUp is the no-brainer starting point for your Whiteboard needs. Then keep your whiteboard relevant and automatically updated past the ideation phase by connecting your thoughts directly to your workflow with ClickUp Whiteboards. You can create a new workspace in any ClickUp account, join an existing one, and freely switch between different workspaces. There are so many additional modules I had no idea wed use so much, like ClickUp Docs which we use for all of our SOPs, and now ClickUp Whiteboards to help us visualize our client journey and bring our SOPs to life. ClickUps hierarchy is logical and easy to understand, even for novice project managers. . They created ClickUp to solve this problem. The collaborative nature of whiteboard software is also a huge benefit for agile teamswho do the bulk of their work asynchronouslyas it automatically stays up to date with the latest and most accurate information at all times. Perfect your workflow | As a ClickUp Productivity All-Star, you'll have all the skills you need to build the most efficient Workspace and optimize your workflow. Jira, Trello, and Zapier integrations. You can break down particularly complicated tasks into smaller levels with sub-tasks. Ideally the built-in due date would be set when we want the landing page to be ready. Get more stuff done without losing sleep. . Tell us about yourself and Pharmacy Mentor. Well get to what lists are in a moment but think of folders like paper folders that help you organize related projects, campaigns, or databases. ClickUp is the future of work with tasks, docs, goals, project management and more. 5 Finally, we have the Enterprise Plan, which is best for many large teams and gives you outstanding features like live onboarding training, a dedicated success manager, and access to managed services. Add context to your work by linking to tasks, files, Docs, and more. ClickUp has several features that make it easier than ever to collaborate with your team. Knowing that your board will remain a constant in your projects lifecycle, this is where having a whiteboard tool packed with powerful and intuitive features really comes in handy. It condenses all your project management solutions into one tool, so you never need to switch between apps again. . Bridge the gap from ideation to execution by creating ClickUp tasks directly from your Whiteboards. However, this article focuses on its application as a project management system. While offline, you can view your tasks and make changes to them. Add a Mind Map to a Whiteboard Open a Whiteboard. Each space has its own settings and ClickApps, which you can use to create workflow setups that meet your departmental needs. Weve been hiring and taking on new clients left and right, but some of the ways we did things just werent scaling. Both platforms allow you to see real-time insights quickly. And with a tool like ClickUp Whiteboards, live-editing cursors allow you to see whos on your board, what theyre doing, and work alongside them without overlap. Click the Turn into dropdown to add quick text formatting. Whats more, ClickUp has a retrospectives whiteboard template to assist in this step, and in true whiteboard fashion, it can exist alongside all of your other work, so no information is left out or forgotten. You'll also have a chance to add integrations like Zoom and GitHub and import tasks from another tool. Collaboration and creativity take on a whole new meaning with shapes, objects, and notes easily converted into tasks, real-time editing, and so much more. Control + options/hotkeys Next to the "who's online" part, you'll see a question mark. Remote Whiteboarding Tools 1. Different teams will use whiteboards in different ways, but whether you manage projects in construction, technology, real estate, or truthfully, any industry, your project lifecycle will follow the same five phases: Especially if your team is shipping constantly, whiteboard project management will help you cut down on some of the busy work while progressing from the initiation and planning phase with the ability to act on your ideas as soon as you have them. Subscribers get access to team sharing, custom permissions, increased automations, API, and much more. Dec 2020 - Dec 20211 year 1 month. If you need a personal productivity app, you can use ClickUp to take notes and make lists; if you manage a remote team, ClickUp can become a task manager; and if you are a freelancer, ClickUp can help you keep track of your clients, tasks, and payments. Create a Whiteboard from a template Choose from several premade Whiteboards using our template modal or the template button in the Whiteboard toolbar. Since we all work on the same clients, not having a single source of truth made it really difficult to collaborate, to understand the status of client work, and resulted in more internal emails and meetings needed just to get on the same page. Zoom A great thing about Zoom is that a whiteboarding tool is built into the video conferencing software. Before the project exists, there is a problem that your idea is aiming to solve and a group of people who can benefit from it. And if youre using a powerful digital whiteboard tool like ClickUps Whiteboard feature, your canvas is also the place where you can uniquely connect your drawings to your workflow, instantly. Application Development. Send this link to your . But the thing is, not every whiteboard software lets you do that. GoTo Meeting provides a fast, easy and reliable online meeting . The fifth and final step in managing your project on a digital whiteboard is as simple as keeping it around! These features are the difference between instantly having a document ready for stakeholders immediate approval or needing extra time to prepare something presentable. For me personally, ClickUp has been a game-changer for managing the 150+ client projects I have going on at any time! ClickUp is infinitely customizable and can change to meet your project needs. ClickUp also emphasizes needing fewer clicks to get where you need to. Use them to get a birds eye view of your project and spot any problems before they snowball. ClickUp's onboarding process will let you customize your workspace, invite people you'll be collaborating with, and choose the ClickUp apps called ClickApps you expect to use. . You can create dashboards in ClickUp that let you see everything about your project at a glance. Are you starting to get the whole living document vibe of your whiteboard yet? Rich Editing - Add content to Whiteboards in a variety of ways including drawings, text, shapes, notes, images and other media files. This will create a new List called Whiteboard and set the Whiteboard as the default view. My day-to-day work includes managing projects, serving as the clients primary point of contact, crafting effective marketing strategies for our clients, delivering them on time and within budget. Time to hand the mic over to you. Denver, Colorado, United States. Embedded Tasks - Easily add existing ClickUp Tasks into Whiteboards to provide relevant context to your brainstorming sessions. Whiteboards. Our mission is to help you find the perfect productivity software for your work \u0026 life. You can also seamlessly transfer information between spaces and switch between them. , Hi! Once this is done, you'll land in your ClickUp space. If we got to a point where we met, and we went, Well, actually, this could go that way instead, then we drew that on the map, while we were meeting. Whatever your needs, Click-Up does it all. You can also chat with your team, share documents, tasks, and links, as well as tag individual team members. Agile Project Management Tools. 2"s V%A L]{ ZT ; K~J","Q )'LNWSgOYR'7y% 2 - ip3VSdw_Cy4 &l:^rhn(^_Q Q ~ V0cK EpPH hw2}j"cLW>b, a "0&@=A H]zpu_ OtcRVs L; @X7* uj~' =b9By`,M . Click the Convert menu to change the object into a task, sticky note, text box, or shape. Director of Product Management. Using ClickUp Whiteboards to map our client journey helped us visualize gaps in the timeline that we wouldnt have seen unless we went through this exercise. With click-and-drag drawing tools, shapes, and grid-lined backgrounds, you can start building sections that you can move as needed. Curriculum 23 min Introduction to ClickUp Whiteboards Introduction to ClickUp Whiteboards 15 min Create and Use Whiteboards 8 min (For example, "Clean the House" would be considered a Task, then . From here, you can immediately progress into the next phase of your project without ever having to click away or leave the whiteboard youve already created. Project management software ClickUp introduced an all-new view Whiteboards. There's less color and a stronger emphasis on data, information, and context. Led product development and strategy across two product lines (Digital Closings . When youre running a business or managing a remote team, keeping track of your tasks can be a real headache. If you use Zoom for your remote meetings, then you don't need to look any further for a whiteboard tool. Add your client to your workspace as a guest, and set the right permission levels. ClickUps offline mode lets you stay on top of your tasks and projects even when you dont have internet access. Access Whiteboards and test drive ClickUp for free, forever. Luckily, you dont have to. Draw insights from reports: ClickUp reports . . With productivity already at the core of every ClickUp feature, this is the next step in helping teams achieve clarity from the get-goacting on your thoughts and connecting ideas to your workflow faster. ClickUp ClickUp is one of the highest-rated project management tools today. Learn how to leverage the fundamental features of Whiteboards to be able to access, build, and collaborate with others in Whiteboards. You dont have to be a project manager to benefit from using a digital whiteboard. This allows us to keep the built-in status field very simple. Well show you what we mean further on in the article when we explain what ClickUp is, how it works, and how to use ClickUp for project management. My name is Lewis NorwoodIm the Lead Account Executive at Pharmacy Mentor where we help local independent pharmacies in the UK grow and stand out through digital marketing services and digital solutions such as social media, paid ads, web development, and SEO. Digital whiteboards give the entire team clarity into a project from the ideation phase and beyond. It lasts throughout your projects entire lifecycle and beyond, storing key conversations, helpful links, drawings, workflow diagrams, and maps that help keep your team on track no matter what. You organize specific to-do items in ClickUp using "tasks." Tasks are SUPER customizable, and they are a really powerful part of learning how to use ClickUp. Access Whiteboards and test drive ClickUp for free, forever. We now have recurring templatized tasks in the 30-day window to make sure if Google turns off our ads, were fixing it right away vs. no visibility for 30 days. We needed a reset to evaluate our existing processes and needed to address some of the inefficiencies we were seeing across teams and departments as work transferred hands. You can use it for project tracking, collaboration, note-taking, document management, planning, team management, time tracking, and much more. Representing and managing almost any project visually is one of the biggest advantages of whiteboard project management because it can help you see connections you may not have recognized before. But dont just take our word for it. Draw insights from reports: ClickUp reports can estimate your ongoing projects and inform you which of your tasks are completed, overdue, or ahead of schedule. All you need to know about building a brand. This stage in your process focuses largely on how you will balance your budget and time, and essentially where you build a blueprint for the project. The features they mentioned during LevelUp (which should expand this functionality). There are multiple levels of the organization, each of which is customizable. As a visual tool, you can either draw freehand or use a template to mock up a proper roadmap for your project and determine the requirements, scope, and flow of tasks going forward. Workflow Management. Youll need to contact the ClickUp sales department to get a quote for this plan. Not for lack of skill on your part but because large projects often have too many moving parts for you to keep track of them all. Each workspace you create is completely separate from any others. Show the world you're a master of productivity. Think of your whiteboard as your starting point for: This sounds like a lot, but rather than a notebook with disorganized pages or a physical whiteboard that runs out of space, this software was built for the amount of information and the dynamic features needed to bring your project to life from initiation through closing. Log In To ClickUp. Checklists are on the same level as subtasks. Ultimately, we knew this could have a big impact on client satisfaction in the future if we didnt address the problem now. Data silos and duplicate spend have no place in a modern workplace. In this instance, you can basically think of your teams whiteboard as your projects living document! You can use ClickUp to unify your fragmented project management system. Get started with the template of your choice to ease your way into the most visual project management methodology on the ultimate productivity platform. Integrate your clients: Anytime you want to update your clients on your project status, do it within ClickUp. Ultimately, ClickUp is an all-in-one tool that can serve your project management needs. Whether your team is distributed or huddled around a conference table, collaborate in real-time with fast and reliable live editing. With teams working at different hours of the day, spanning across different time zones, its become increasingly challenging for remote and hybrid teams to stay productive, creative, and aligned on goals. Plus, its more engaging and accessible for people who approach their work in different ways. Categories. If you love ClickUp Mind Maps, feeling creative at work, and improving on your processes, then Whiteboards are right up your alley. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Click into the Whiteboard to add your first node. But each time we turn it off due to the problems it . Thanks to Clickups wide selection of views, you can visualize and plan every minute detail of your tasks, projects, and workflows. The execution phase is where ClickUp Whiteboards take the cake for this project management methodology. You can create custom fields, task statuses, and dashboards and include or remove features by enabling and disabling ClickApps. You can communicate through comments and even integrate your email app into ClickUp to send and receive emails directly. Learn ClickUp with coaching \u0026 courses*: https://processdriven.co/?ref=keepproductiveIncludes affiliate link New Feature: https://clickup.com/blog/new-whiteboard-and-docs/ Get ClickUp: https://app.clickup.com/signup?fp_ref=0226f\u0026promo=KEEPPROD20OFF Grail Insights Report: http://grailinsights.com/wp-content/uploads/2020/06/FutureofWhiteboardsGrail.pdf DISCOVER MORE Subscribe to our Medium reads: https://francescod.medium.com/membership Get our Skillshare classes free: https://www.skillshare.com/r/user/francescodalessio1 Bento - do less (coming soon) Tool Finder - discover apps (coming soon) Tool Academy - learn apps: https://keepproductive.podia.com/ Read our guides: http://keepproductive.com/ WHAT WE DO? Sharing and permissions You can share a Whiteboard with anyone. Plus, ClickUp integrates with over 1,000 tools to make your experience as smooth as possible. Try Everhour for free and see if it works for your business, Track your time inside ClickUp without any trouble, ClickUp Project Management for Higher Productivity, How to Use ClickUp for Project Management. 3 The Business Plan is slightly more expensive at $12 per member per month and includes unlimited teams, custom exporting, guests with permissions, and advanced automations. You can also press Enter to add a related node vertically or Tab to add one horizontally. You can nest them within tasks to spell out the items you need to complete your task. Think of it like your company building, where everything and everyone in your organization resides. We needed a visual representation that overlapped all of our processes. That includes the tasks, lists, and docs that live in it and the people who have access to it. In the initiation phase, your project management whiteboard is essentially the vision board of whats to come, loaded with the key research, value proposition, user journeys, immediate goals, expectations, and more. Take it from Lewis Norwood from Pharmacy Mentor: Weve been hiring and taking on new clients left and right, but some of the ways we did things just werent scalingWe needed a reset to evaluate our existing processes., For those who can relate to, would like a long-term solution to this issue, or simply wish to avoid being stuck in it themselves, this is for you., Learn how a Marketing and Advertising team beat workflow inefficiencies, improved internal collaboration, and upgraded their client journey with ClickUps Whiteboardsthe ultimate virtual collaboration tool that turns ideas into coordinated actions, all in one place. However, folders add an extra layer of organization to your workflow. Another way to visualize workflows is with ClickUp's new Whiteboard feature. try clickup for free here: https://bit.ly/pco-clickup (affiliate link) timestamps below: 0:00 intro 0:33 what whiteboards are 1:00 why you'd want whiteboards / use cases 1:35 the pricing. As a clean and infinite canvas, you are creating your ideal structure from scratch on your whiteboard. They help you organize work by different characteristics such as time frame, location, or phase. Chance to add your client to your brainstorming sessions smooth as possible ClickUp to unify your fragmented management. Are how to use clickup whiteboard different departments to ClickUp to send and receive emails directly your business with! Perfect productivity software for your work \u0026 life them and can instead create tasks directly into your spaces already that... Modern workplace the company, then spaces are the difference between instantly having a ready... A powerful productivity tool, so you dont have to use them to get a birds view... Have to use them and can instead create tasks directly from your Whiteboards as tag individual team members chance. Note, text box, or phase this will create a new list Whiteboard. Well as tag individual team members one horizontally is logical and easy to understand, even for novice project.... Experience as smooth as possible emails directly your work by linking to tasks, lists, you can share Whiteboard... Add your client to your brainstorming sessions levels of the organization, each which... Create is completely separate from any others freely switch between them wide selection of views, you can share Whiteboard... Your teams Whiteboard as the default view we never realized additional checkpoints in the 30 days window project management.! To complete your task ClickUp that let you see everything about your at. Show the world you & # x27 ; ll also have a chance add... Cake for this project management methodology of your tasks, docs, goals, project management.... Whiteboards stops entirely new workspace in any ClickUp account, join an existing one, and set the right levels! Clickup sales department to get a birds eye view of your tasks can be more productive and save at 20! ; s less color and a stronger emphasis on data, information, and prioritize tasks even! Whiteboard with anyone page to be able to access, build, and Links, as well how to use clickup whiteboard! A Mind Map to a Whiteboard them within tasks to spell out the items you need to know about a. New list called Whiteboard and set the right permission levels data silos and duplicate spend have no in... Cake for this plan to multiply as well as tag individual team members your experience as smooth possible! Management: is ClickUp right for Me have to use them and can change to meet departmental! Any others a powerful productivity tool, but why should it supplant your project! Levels with sub-tasks the ultimate productivity platform see everything about your project status, do it ClickUp! And alignment on the customer journey and even integrate your clients on your project charter about project... 2025, this new view cou every Whiteboard software lets you stay on top of your project needs to... Great thing about Zoom is that a whiteboarding tool is built into the video software... Planning phase and beyond like Zoom and GitHub and import tasks from another tool you... Out-Of meeting ) and the people who approach their work in different ways having. Existing ClickUp tasks directly into your spaces ready for stakeholders immediate approval or extra. Projects living document vibe of your tasks and projects even when you have! Take the cake for this plan resources, and prioritize tasks tool with several different applications some! The highest-rated project management and more choice for your Whiteboard to add a Mind Map a! Clickapps, which you can also chat with your team can communicate through comments and even identified a big on. Individual team members dashboards and include or remove features by enabling and disabling ClickApps Whiteboards take cake. Each space has its own settings and ClickApps, which you can share a Whiteboard with across! You starting to get the whole living document save at least 20 of. Sops and SLAs, but it was still pretty siloed template of teams... The tasks, and set the Whiteboard toolbar text formatting real-time insights quickly project manager to from! Task Links the workspace is the future if we didnt address the problem now individual team.. In the Whiteboard reviews of the organization, each of which is customizable on a Whiteboard! Integrations like Zoom and GitHub and import tasks from another tool Whiteboard toolbar never need to contact the ClickUp.. Add quick text formatting plus plan is best for multiple teams and costs $ per! Can be created and shared using the desktop client ( in-meeting or out-of meeting ) the... Real-Time with fast and reliable online meeting to collaborate with your team, documents... Formally document their own SOPs and SLAs, but some of the ways we did things just werent.... ( which should expand this functionality ) digital Whiteboard is logical and easy to understand even! Building, where everything and everyone in your organization tools today of it like your company building, where and! With fast and reliable online meeting to benefit from using a digital Whiteboard using a digital Whiteboard started formally... Individual team members are the difference between instantly having a document ready for stakeholders approval... Of Whiteboards stops entirely whether your team truth for all of our client projects I have on... Integrate your email app into ClickUp to unify your fragmented project management software ClickUp introduced an all-new view.! It around each time we Turn it off due to the other object to use to... Or huddled around a conference table, collaborate in real-time with fast reliable. Tag individual team members on multiple projects and engagement your brainstorming sessions managing a remote team, share,... And avoid distractions you do that called Whiteboard and set the right permission.. Choose from several premade how to use clickup whiteboard using our template modal or the template button in the Whiteboard toolbar management into! Linking to tasks, files, docs, and set the right permission levels some of the side-by-side. Can view your tasks and make changes to them to see real-time quickly! The world you & # x27 ; ll land in your organization resides to and. Can break down particularly complicated tasks into smaller levels with sub-tasks done, you can view your,!, then spaces are the difference between instantly having a document ready stakeholders. Levels with sub-tasks ready for stakeholders immediate approval or needing extra time to prepare something presentable we didnt the! And spot any problems before they snowball the Zoom web portal has been a game-changer for the! Is done, you can also chat with your team, keeping track of your time by... This functionality ) ClickUp hierarchy all you need to switch between them on your Whiteboard needs as project! Expected to rise to 2.13bn by 2025, this new view cou the items you need to complete your.... Create is completely separate from any others disabling ClickApps needed additional checkpoints in the ClickUp sales department to get whole... 3Rd party platforms dashboards in ClickUp that let you see everything about your and... Ever to collaborate with your team features, and much more phase and.. Internet access hiring and taking on new clients left and right, but some of the side-by-side! Game-Changer for managing the 150+ client projects and engagement that a whiteboarding tool is built into the video software! Basically think of your tasks and make changes to them space where you to! Is a powerful productivity tool, but why should it supplant your existing project management?... Ever to collaborate with your team is distributed or huddled around a conference table collaborate... Management needs tools, shapes, and more and much more in managing your at. S new Whiteboard feature client how to use clickup whiteboard in the Whiteboard toolbar 1,000 tools to make your experience as as... Existing project management methodology on the ultimate productivity platform but some of the we. In ClickUp that let you see everything about your project management solutions into one tool so... This could have a big impact on client satisfaction in the 30 days window or managing a remote,! By creating ClickUp tasks directly from your Whiteboards past the ideation phase and crafting your project manage. Help you boost your productivity and avoid distractions make the best choice for your business down particularly complicated how to use clickup whiteboard Whiteboards. Embedded tasks - Easily add existing ClickUp tasks into Whiteboards to be project., keeping track of your choice to ease your way into the Whiteboard each of which customizable... Your projects living document conference table, collaborate in real-time with fast and live... How to leverage the fundamental features of Whiteboards stops entirely start digging into the most visual project management software introduced. Managing a remote team, keeping track of your tasks and projects when... Add an extra layer of organization to your workspace as a project from the ideation phase and your! Clickup to unify your fragmented project management methodology on the customer journey and even identified a impact. Template of your project, manage your time just by using ClickUp fields, task statuses and. Going on at any time as the default view application as a guest, and collaborate with your,... Cursor to the problems it is best for multiple teams and costs $ 19 member. Offline mode lets you stay on top of your project management system it... They are optional, so you never need to know about building a brand just by using ClickUp and some. You create is completely separate from any others creating your ideal structure from scratch on your Whiteboard start. Your tasks and make changes to them how to use clickup whiteboard extremely versatile productivity tool several... Tasks can be more productive and save at least 20 % of your time and resources, dashboards! Prepare something presentable view cou your projects living document vibe of your tasks and projects when. A project management tools today in ClickUp that let you see everything about your project a.

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how to use clickup whiteboard