Hubspot Clickup Integration – Everything You Need To Know

 

How do I start using clickup?

We believe you shouldn’t have to carry out two clicks in places where you could simply perform one. Hubspot Clickup Integration …You should not need to use several platforms and solutions when you could just use one. And we believe there isn’t a ‘one-size-fits-all’ approach when the reality is every group and job has unique requirements..

ClickUp is built on options to these extremely issues.

It has a number of different views for your group’s tasks, each reflecting a different set of requirements aligned with various functions..

An easy to-do list more your design?

No problem..

Complex project management workflow?.

We have actually got you covered..

After all, why should you spend countless hours finding out various project management software application when ClickUp can change into anything you desire it to be?

In this post, we’ll explain how ClickUp can empower all your groups to work their method, without compromise.

Let’s begin.

Why Should Job Managers Use ClickUp?.

If the project was a buffet, then the project supervisor’s plate would be loaded with responsibilities..

That would include: handing over work, outlining timelines, keeping track of staff members, and that’s just the appetiser!

them it’s a really really enjoyable way to make some progress see your development and keep yourself motivated fine so we got ta discuss their app last year their app was a disaster practically unusable this year it’s remarkable so let me reveal you how it works so on the home screen of the app you can see your various favorites that you have actually included so if you have something that you’re working a lot on you can include that to the top and after that you’re gon na see your order of business for the day anything overdue what you’re dealing with next and anything without a due date much like you do in the inbox on the desktop you can also go through and look at all of your areas you can look at any docs that you have any favorites that you have actually added you’ve got your notices in here so you can go in and talk with individuals you can take a look at the introduction of the jobs.

that you’re taking a look at you can go to the primary parent job to look through and see where that’s at and then the subtasks for it are at the bottom and you can go through and see all of the subtasks and the due dates on them you can also go to the remarks of that area or if you want to reverse you just struck the back button it’s very easy to use super basic and it’s simple to browse too so let’s state I wish to search Facebook and I want to look at jobs and it’s going to show me completed tasks as well as incomplete tasks I do want that it would let you filter these a bit better I usually when I’m searching for a task I’m not looking for something that’s already done so that is one little downside however the app is new and they are working on it so it will improve I believe about that then if you click this one in the center you can either set a brand-new suggestion it’s not something that I utilize a great deal of however my help.

 

hey what’s up guys and welcome to this click up review in today’s video i wish to do a simple review about click up so i have actually been using click up as a task management tool for a while and i simply want to speak up about my ideas do i like it do i not like it what is great about it what is bad about it and all of that excellent stuff i’m not making money to state this i won’t leave any affiliate links so this is simply going to be my sincere opinion about click up so if you’re unsure whether to utilize click up or not this can be a great video for you since you’re about to learn the benefits and drawbacks about click up and likewise get a simple trip of how this platform works if that sounds interesting then make certain you proceed and leave a like on the video that would help me out a lot in youtube algorithm thank you so much and now let’s simply start alright so here we are on click up itself i’m checked in to my account and i’m currently looking at an area so click up is working with spaces and with your dashboard so a space is basically a board on monday so you can take a look at this as a.

board on monday or possibly on trello depends upon which software you’re using however on on click up they have actually got a board and then they have actually got like a few different layouts now that’s currently one thing i really like about click up so for instance on trello you’ve got this layout and i’m pretty sure you can not alter it you can not switch to like a board view on monday.com you can indeed likewise do that and on click up it’s pretty cool due to the fact that you can go to a board view or a list view so this is the board as you can see this looks comparable to trello but you can likewise go with a list which then looks like this so they’re providing you the option to alter the design depending on what you like or what you prefer that is certainly a professional because compared to trello or monday or asana these features are.

 

clickup vs monday Hubspot Clickup Integration

really pretty good so you can absolutely alter the layout if you want to now apart from that let’s talk about how excellent it is in terms of the summary that you can get on your jobs so if you’re doing project management you would like to understand the status of your tasks in one view and click up has actually done a great task at doing so because as you people can see you can develop different lists so this one remains in development this one is open then we’ve got another in progress but that’s even if i have not set this up correctly so this whole thing can in fact be like simply leave there we go um however as you men can see you can do ready you can do to do you can pretty much arrange all of these specific tasks and put them in a particular list now as soon as you have actually done so you can likewise take a look on the right-hand man side to examine if it’s done or not.

now for example let’s say that this is done now what one can do is simply click that job and she or he can then click right here set to closed and you then know if you take a look at it that it’s done because it’s not going to show up right here however it’s going to appear in the closed section so by doing this and by utilizing a system you can quickly find out what requires to be provided for a specific job who’s going to do it the date the priority and all of that great stuff due to the fact that if you take a look on the right-hand man side this is another pro you can see and you can designate individuals to a specific task for example if i need to produce this click approximately our video i would then add myself to the card and all that understand that i need to do this i can also set a date let’s say that this requires to be done before.

the 21st of april you simply select the 21st and it will then show up right here so that i understand it requires to be done prior to the 21st of april you can include top priority if you want to urgent high typical low clear so for instance possibly it’s normal it’s simply a normal video it just requires to get done then you would do this if it’s really actually important and you can really not miss it you can do urgent and then that person that requires to do it likewise understands that the priority is immediate so he or she is going to do it immediately now that’s definitely a pro on click up due to the fact that this makes it actually simple to run tasks with ease and get a good summary of what’s going on for your specific task now like i said this is a space and i really like this so this is certainly a pro and i believe that i like because if you compare it like i said to a platform like trello you can not really do this it’s type of a bit different and i utilize the the software application’s for various functions this i use just for putting in keyword research and just stacking the keywords just saving them now what you can do on click up is just project management in general. Hubspot Clickup Integration

so you can include employee they have actually made it really easy to do that you can include them to a board and they’ll see what’s going on so that’s certainly a substantial pro in terms of how click up works another thing i like about click up is that if you go to the web page you’ll basically see your program aka your schedule on the right hand side so if you’re a busy person you’ve got a great deal of stuff to do on a single day then this can be found in convenient because let’s say that you’re beginning to operate at 9am and you have actually put in tasks so what you can do is include a job right here for instance record click up review which i’m doing today it’s about to be 10 a.m for me now if i create a job it will then appear easily it will show right here you can either just simply drag it into a specific time so perhaps between 9 and 10 a.m and you’ll then understand that between 9 and 10 this is what you require to do so if you established your tasks for a week or the next day and you awaken you open click up you’ll basically open the program and you’ll see exactly what you require to do and you can merely follow this all day and then you have actually got all of your jobs done so that is likewise a fantastic function on click up i extremely extremely rate this another pro on click up is.

 

the prices you can see that they’ve got a complimentary strategy which is complimentary permanently which gives you unrestricted tasks limitless members 2fa and 100 mb of storage now if you go to the full comparison you also see that even the pay strategies are not that costly next up you have actually got 5 dollars per member each month then you have actually got 9 now the five dollar strategy is in fact really great it provides you practically each and every single feature that’s really crucial this stuff is more like just for the enterprise level with like agreements and stuff so if you choose the 5 dollar strategy you practically be set you can do a great deal of things with that nevertheless what i thus the pro is that the complimentary strategy is readily available uh totally free permanently that is actually truly good due to the fact that on other software applications they’ll constantly try and provide you a complimentary trial and then let you pay cash after now those are practically all of the amazing things about click up are there downsides yes there are certainly some cons in my viewpoint if you take a look at click up it’s sort of all over the place they’re trying to do a lot of stuff they’re trying to use you a great deal of functions and often if you’re simply new to all of this the platform can be truly frustrating since you’ve got assignees.

dates you’ve got dashboards you have actually got areas you have actually got programs you have actually got alerts you can set goals various board views automations all of that stuff builds up and it’s not like it’s a bad thing it’s simply that it can be rather overwhelming due to the fact that they’re trying to attain a lot of things at the same time instead of simply focusing on a few bottom lines the features itself are not the con are not the disadvantage the drawback in my opinion is that they’re attempting to do all of it and because of that it can be quite overwhelming once you’re utilized to it and once you understand how it works is absolutely not a con however if you’re just starting out it absolutely can be apart from that the ui also requires an upgrade in my viewpoint it’s just not up to date enough it’s not working that excellent so i would not be too fired up about that but apart from that guys click up in my viewpoint is an actually excellent project management software. Hubspot Clickup Integration