ClickUp: Do’s And Don’ts

1. Do’s And Don’t of ClickUp

2.1 Do’s of ClickUp

• ClickUp Setup:

1. ClickUp must be logged in to your laptop/system.
2. There must be tasks assigned to you for the work on which you are aligned.
3. If there is no task on ClickUp then get created and assigned to you by your lead/Manager

• List Level:

1. The list must be created with the name of the Project/Campaign 
2. There must be a description added to every list for the project/Campain
3. Description of the list/Task must be used to convey the information/details in regard to the project/campaign/task
4. Description of the list must be used to share the relevant documents or assets related to the project/campaign
5. Attachment must be shared in google drive and the link can be posted in the description of the list
6. The template can be used if the projects have similar steps as per the service 
7. The templates must be up to date
8. Every list must be integrated with the respective slack channel

• Task Level:

1. Only Leads/Managers can create and assign tasks for team members
2. Every task must be assigned to the team member
3. The due date must be set for every task
4. Due dates of the task. subtask must be up to date
5. For a Routine kind of task, the last date of the month can be set as the due date
6. Every Task other than the project must have a description 
7. Description of the task must be used to share the relevant documents and assets related to the project/campaign
8. Attachment must be shared via google drive and the link can be posted in the description of the task/list
9. The checklist can be added to tasks if the tasks have similar steps to perform
10. The checklist must be up to date.
11. Log your time on the assigned task only
12. Turn on and off both the tracker simultaneously (ClickUp and Time Doctor)
13. Always use the comment section of the task for any kind of communication-related to the task/campaign/project
14. Project/campaign level communication must be on ClickUp using the comment section of the task

• Status of the task

1. Change the status of the task whenever you are going to work on the specific task
2. The status of the task must be up to date.
3. The team members can put the task on the “Review” stage after work is done 
4. Leads/Manager can review the task and close the task
5. The task can be closed after commenting on the respective task

• Project Summary

Project Summary is for Leads/Managers only

1. Lead must keep the project summary list up to dated
2. The status of the task (Project) must be up to date
3. Dates: Start date, Due Date, and Close date must be up to date
4. Leads must update the project summary on regular basis.
5. The tickets Column must be updated for Projects
6. NPS survey Column must be updated for Projects
7. Team Column must be updated for Project.

• Meeting Task:

1. Meeting tasks must be used for meetings and MOM must be shared in the comment section of the “Meeting task” in the respective project/Campaign

• Notepad:

1. To make the notes, ClickUp Notepad must be used

• Notifications:

1. Notifications must be checked from time to time
2. Notifications must be cleared and replied to on time

2.2 Don’t ClickUp

1. No one can create the task other than the Leads/Manager or an authorized person 
2. No attachments are allowed to be put directly on ClickUp
3. The task can not be marked as closed until and unless there will be a comment to close the task
4. The task can not remain unassigned
5. The task in the project summary can not be marked as close until we get the reviews.
6. Edit the time on ClickUp is not allowed
   
   

 

Submitted by:- Ritesh Kumar on 23 November 2022