Thank you, this is an excellent video. I wish you demonstrated how to setup the dashboard. I figured it out pretty quickly, but it would be a good companion video for people interested in this video.
Love the suggestion, Anthony! I'm glad you were able to figure out how to set it up on your own, and I'll definitely add that into my list of videos in the future. 🙂
You are the best Robyn! I am watching all your videos even tho I am doing this for organizing my Design and Development Work at the company, I felt so overwhelmed with the tool, but I feel at ease now that I found your channel! Keep the great work 💜
CARMEN! Thank you for leaving that comment. It means a lot to hear you say that and to know that you're finding it helpful. It really does make it all worthwhile! 🥰
ls it fair to say your use for milestones is basically to mark what's the most important priorities that are being worked currently? That's what I got from the recap when you showed the view with just 3 milestones.
Yes and no. Milestones represent projects, which are completed over a longer period of time and require multiple steps to be completed. Yes because I’m generally only working on a few big projects at a time, but no because I have weekly priorities that are just tasks, not projects. The project view I only use to check on progress from a high level but my daily priorities and workload management happens in the task view which I cover in the next video in this series!
Thanks. Would this work for construction and construction management? If so can you create reports of different client construction projects ? And can you add their logo to their reports ?
100% absolutely! This method works perfectly for construction. Your space can be construction, folders are clients, and lists are the phases or types of services. But you would need to track time or go back and input time into the tasks for the reports to work. This works especially well for freelancing because I’m in ClickUp all day doing the work so I’m time tracking in real time. You could have the ClickUp app on your phone as well and add time in on the go! Hope that helps!
