how to use clickup whiteboard

They created ClickUp to solve this problem. A harmonious Ohhhhhh sounds through your monitor. A step beyond the classroom smartboard that blew your fifth-grade mind, ClickUp's new digital whiteboard tool gives you access to the same ease and transparency from virtually any device. Control + options/hotkeys Next to the "who's online" part, you'll see a question mark. This question mark gives you the ability to see controls along with the built-in hotkeys. Background: We have used ClickUp for more than a year, and during that time we have had multiple attempts to turn on the Teams feature. The project manager can easily reference the whiteboard to locate completed tasks and milestones, or even initial research and KPIs to determine the projects progress at a glance or address any issues. 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. I came to our next meeting with a V1 of our client engagement journey. Workflow Management. Luckily, weve highlighted a few ClickUp project management tips that will help you become a ClickUp project management power user in no time. These ads being turned off could greatly impact our customers lead flow and the expectations we set with them on the results we said we were going to deliver. 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. Use time blocking and batching: Use ClickUps calendar view to do time blocking and batching. ClickUp provides transparency and, therefore, ownership for all engaged to 'pitch in' and complete a task, regardless of culture. Become a Productivity Pro | Take a deeper dive into core features and productivity tips to grow your skills and earn ClickUp Certificates. Access Whiteboards and test drive ClickUp for free, forever. We're a small team of 3 - Francesco (our host), Steve (our editor) and Alice (our content writer) - we're eager to keep building tools to help you find the perfect tool!#Productivity #ClickUp #Whiteboards You can nest them within tasks to spell out the items you need to complete your task. Add your client to your workspace as a guest, and set the right permission levels. Thanks to Clickups wide selection of views, you can visualize and plan every minute detail of your tasks, projects, and workflows. Instead of the one-size-fits-all format that other project management apps adopt, ClickUp gives you the freedom to structure your workflow however you like. In a Teams channel or chat, you can add a whiteboard by selecting the + button at the top of the screen, and then searching for Whiteboard. ClickUp Project Management: Is ClickUp Right for Me. Here are a few helpful resources to help you get started: Connecting your ideas with your tasks right in your Workspace, Using Whiteboards for flowcharts, org charts, diagrams, and more, Redefining Collaboration with Whiteboards and Docs in ClickUp, Try ClickUps Whiteboards for free and learn how to bring your teams best ideas to life with visual collaboration! Talking through the docs in meetings was tough, too. What is Miro? 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. 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. They help you organize work by different characteristics such as time frame, location, or phase. 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. A solid understanding of the hierarchy will help you navigate it seamlessly and avoid wasting time. Time to hand the mic over to you. You'll find the "who's online" feature in the upper right section of the Whiteboard View. Introducing: Whiteboards in ClickUp! 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. This, in turn, makes it nearly impossible to keep track of anything and ironically leaves you even less productive than you were before. Ultimately, we knew this could have a big impact on client satisfaction in the future if we didnt address the problem now. Are you starting to get the whole living document vibe of your whiteboard yet? Snapdocs. I led the charge in mapping out our client journey with Whiteboards, but I only had my perspective as the Account Executive. . Lets explore the different levels. Hover over any object on your Whiteboard to highlight it. And it only gets better! Best of all, the ClickUp hierarchy scales with your project, so it works just as well handling big or small projects. You can also use them to get a birds-eye view of your project, manage your time and resources, and prioritize tasks. 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. Workforce Management. . But the thing is, not every whiteboard software lets you do that. ClickUp ClickUp is one of the highest-rated project management tools today. You can use ClickUp to unify your fragmented project management system. Within spaces, you can use folders to categorize and organize your lists. , Alright, Lewis. Try it for yourself, and comment below to tell us what you think! . Get more stuff done without losing sleep. You can communicate through comments and even integrate your email app into ClickUp to send and receive emails directly. Log In To ClickUp. (For example, "Clean the House" would be considered a Task, then . The execution phase is where ClickUp Whiteboards take the cake for this project management methodology. 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. But even though youre closing, the door is never closed on your whiteboard! Thanks for sharing your story, Lewis! Add context to your work by linking to tasks, files, Docs, and more. Weve been hiring and taking on new clients left and right, but some of the ways we did things just werent scaling. Leveraging these views, you can get a deeper insight into the nature and progress of your projects. Looking for the perfect project management duo? ClickUp alternatives may provide some of these features too, but not many of them can be as flexible and efficient as ClickUp. Connect and duplicate objects with Quick Create To connect sticky notes and shapes to each other or any other object, use Quick Create. However, Google often will unexpectedly turn off these ads halfway through and we would never notice until the end of those 30 days. 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. Whiteboard project management and whiteboard software, in general, is booming right now. . 4 The Business Plus Plan is best for multiple teams and costs $19 per member per month. .. "/> ClickUps hierarchy is logical and easy to understand, even for novice project managers. In this video, I cover everything you'd want to know about whiteboards.Try ClickUp for free here: https://bit.ly/pco-clickup (affiliate link)Timestamps below:0:00 Intro0:33 What whiteboards are1:00 Why you'd want whiteboards / use cases1:35 The pricing plans you'll need2:22 How to set up whiteboards3:18 ClickUp's whiteboard templates3:30 Pinning whiteboards3:51 Whiteboard building blocks6:31 Mindmaps vs. whiteboards7:21 Create your own whiteboard templates8:16 How to adjust whiteboards8:56 Wrap up/free resources---------------NEXT STEPS:1 Get a FREE ClickUp Blueprint: https://bit.ly/clickupblueprint2 Check out all of my free \u0026 paid offers (includes Dubsado, ClickUp, Zapier, and more) https://bit.ly/pcoall3 Subscribe on YouTube for more tips: http://bit.ly/productivecoyt---------------TOOLS I USE:*Disclaimer: there may be affiliate links in this description or video*Dubsado CRM: https://www.dubsado.com/?c=productiveco Discount: Use code productiveco for 30% off your first month or year.ClickUp for project \u0026 task management: https://bit.ly/pco-clickupZapier (for integrations): https://zapier.com/Loom (for video recording and screensharing): https://bit.ly/loom-video-recorder---------------SAY HELLO:http://productiveco.comhttp://pinterest.com/productiveco http://facebook.com/productiveco#clickup #whiteboards #projectmanagement ClickUp is the future of work with tasks, docs, goals, project management and more. 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. The quickest way to create a new Whiteboard is through the Sidebar! 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. Data silos and duplicate spend have no place in a modern workplace. Digital whiteboards give the entire team clarity into a project from the ideation phase and beyond. ClickUp is an extremely versatile productivity tool with several different applications. ClickUp users get unlimited dashboard views in the Unlimited plan at $5 per user per month. ClickUp has a new whiteboard feature. Get more stuff done without losing sleep. Sorry, there were no results found for . This allows us to keep the built-in status field very simple. GoTo Meeting. Lets hear your story! 23 Reviews Visit Website. Another way to visualize workflows is with ClickUp's new Whiteboard feature. There's less color and a stronger emphasis on data, information, and context. Remote Whiteboarding Tools 1. Sorry, there were no results found for , Its Monday morning, and youre in the middle of a brainstorming session to solve a problem your remote product team keeps running intowhen you suddenly have an idea., Without a pen or notepad in reach, you try explaining the solutionwith lots of hand gesturesuntil your team lead says, Uhhh, thats an idea. . Add your client to your workspace as a guest, and set the right permission levels. Nothing is set in stone! As teams around the world become more distributed, it's more challenging than ever to brainstorm, share ideas, and connect your ideas to actions. Set it and forget it. Once this is done, you'll land in your ClickUp space. It condenses all your project management solutions into one tool, so you never need to switch between apps again. When we had staff exhausted both in and out of Ukraine, I used ClickUp Whiteboards to outline and double down on our updates, automation, roles, and responsibilities. We needed a visual representation that overlapped all of our processes. But with Asana, you'll have to pay $10.99/user/month for unlimited dashboards. Whiteboard global market is expected to rise to 2.13bn by 2025, this new view cou. You can easily refer back to past projects through their corresponding whiteboard and follow its lifecycle with a fresh perspective or improve on future projects by building upon the foundation youve already created. 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. Draw insights from reports: ClickUp reports . . Our mission is to help you find the perfect productivity software for your work \u0026 life. We set those up as custom fields with statuses like "To Do, In Progress, Done". 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 have them immediately added into their boards for execution. Click and drag the cursor to the other object. Before the FOMO sets in too hard, let us take you through everything you need to know about whiteboard project management including what it is, how it can align with your workflow, and the tools you need to make the most of its benefits. See for yourself! My team would go Ah, okay, what if this happened? And then I could go, Ah, yes, good point. With a growing list of features and even bigger plans ahead, ClickUp is the no-brainer starting point for your Whiteboard needs. You'll also have a chance to add integrations like Zoom and GitHub and import tasks from another tool. When converting an object to a task, any text inside the shape, sticky note, or text box becomes the task's title. To put it simply: We start with a physical piece of paper, where we once housed our list of to-do's and lists. The connection between your whiteboard and your workflow keeps your canvas updated at all times, and what makes it unique from dashboard insights or even your roadmap. Jira, Trello, and Zapier integrations. 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. But lets show you what that really looks like. video-session recording, multi-window control, whiteboard tools, and much more. 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. 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. Use views: ClickUp has over 15 views that can give you different insights into the state of your project. You can track time on individual tasks, assign them to team members, set due dates, etc. Both platforms allow you to see real-time insights quickly. We then real-time moved variables in yes, nos, and mapped in the Whiteboard. Zoom A great thing about Zoom is that a whiteboarding tool is built into the video conferencing software. We have multiple stages: Content, Design, Development. Log in with your ClickUp account to access this page. The features they mentioned during LevelUp (which should expand this functionality). You can use it to monitor time spent, draw insights about time expenditure, and set accurate time estimates for your tasks and projects. Whether youre running a personal project or working with an organization, it is up to you to use it to take your project management to the next level. 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? Categories. Weve already established that ClickUp is a powerful productivity tool, but why should it supplant your existing project management system? Thanks to ClickUp Whiteboards we were able to identify a gap in our client journey and fix the problem right in our ClickUp workflows! Whiteboard. From the Sidebar, select the Space where you created the Whiteboard. Click into the Whiteboard to add your first node. 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. To open, click the Whiteboard List. 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. Also, stick around for tips that will take your ClickUp project management game to the next level. 2022 ClickUp | Security | Your Privacy | Terms. Since your whiteboard never runs out of space and never has to be deleted, the monitoring and controlling phase of your project is simpler than ever to keep up with. Within lists, you have tasks, the heart of ClickUp project management. Fit to Screen To focus on all of your Whiteboard objects, click the Fit To Screen button in the lower-left. Add a Mind Map to a Whiteboard Open a Whiteboard. Get Started creative tools Tools to unleash your creativity. To learn more about Pharmacy Mentors and connect with Lewis, check out their website and LinkedIn. Sharing and permissions You can share a Whiteboard with anyone. Canny. When the second object is highlighted, the connector attaches. 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. Create a Whiteboards Mind Map Whiteboards are the best of both worlds-type of tool that allows people to feel as creative as they do productive by breaking away from text-based information models or document-heavy practices. Luckily, you dont have to. ClickUp is chock-full of features that adapt to meet your every need. GoTo Meeting provides a fast, easy and reliable online meeting . Understand the ClickUp hierarchy: Whether you join an existing workspace or create your own, invest some time to learn how the hierarchy works. Zoom Whiteboards can be created and shared using the desktop client (in-meeting or out-of meeting) and the Zoom web portal. Plus, theyre built to be used by a team, so the group has nothing to lose in giving them a try. "It helps to create a process from A to Z and then transform [the elements] into tasks, which is great when you're working on a project and want to see the way the process will flow," says Mathilde Bernard Funderburk, CEO and founder of MBF Agency. 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. You can create custom fields, task statuses, and dashboards and include or remove features by enabling and disabling ClickApps. To access the Zoom whiteboard, click the Share Screen button, and then click Whiteboard. Subscribers get access to team sharing, custom permissions, increased automations, API, and much more. You can also use them to provide context for your tasks and add extra information. You can break down particularly complicated tasks into smaller levels with sub-tasks. You can create dashboards in ClickUp that let you see everything about your project at a glance. Whiteboard collaborators have access to a wide variety of controls and sharing options to help make working together easier. This is the phase where you can truly evaluate the success of your completed project and identify the lessons you can apply in future endeavors. NOTE: This was recorded at 7AM prior to ClickUp's LevelUp 2021 teaser of what Whiteboard will become. 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. . 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 offline mode lets you stay on top of your tasks and projects even when you dont have internet access. By now, youve heard us praise whiteboards for providing teams with a referrable source of trutha visual document thats linked to your workflow and stays updated with the days latest information regarding your project as your timeline progresses. . If you already use a popular time tracker like Everhour, you can simply activate the ClickUp time tracking integration to access it within ClickUp directly. Ideas can happen anywhere and at any time, and digital whiteboards are designed to capture those ideas as quickly as possible. From the Whiteboard toolbar, click the Mind Map icon. 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. Application Development. However, if you want the full functionality that ClickUp offers, youll need to pay for one of its subscription plans. 2. All you need to know about building a brand. 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. 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. If youre new to ClickUp, youll quickly find that it is highly intuitive and very easy to use. When you enable ClickUp time tracking, you gain access to ClickUps native time tracker, which works across desktop, mobile, and chrome. With click-and-drag drawing tools, shapes, and grid-lined backgrounds, you can start building sections that you can move as needed. From the toolbar, select the Connectors icon. Each space has its own settings and ClickApps, which you can use to create workflow setups that meet your departmental needs. ClickUps growing library offers nine flexible whiteboard templates for this exact reason! Like our powerful ClickUp Docs, Whiteboards allow you to work alongside your group with real-time editing and live cursors to know who views or contributes to your session. 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. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. They are extremely versatile! Not only is this post largely unrelated to the physical whiteboard you use to manage your grocery list, but it also dives into a collaborative, creative, and efficient approach to project management that you might be missing out on. 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 . The workspace is the highest level of organization in the ClickUp hierarchy. Check out how ClickUp and Miro work together to help product managers use these tools side by side!Want to cr. Integrate your clients: Anytime you want to update your clients on your project status, do it within ClickUp. . They are optional, so you dont have to use them and can instead create tasks directly into your spaces. ClickUp is an all-in-one work management solution that replaces every other productivity tool in your arsenal. Comments? This includes chatting, providing feedback, mentioning others, and customizing your privacy settings. The one app to replace them all, ClickUp combines goal tracking, project/task management, note-taking, communication, and much more so that you dont have to juggle multiple apps. Being able to immediately act on your ideas from any step in your project lifecycle is what makes ClickUp Whiteboards such a valuable tool, and what gives this methodology the potential to be so efficient and accessible for any team. We literally talked through it, each stage of it we spoke about. Dec 2020 - Dec 20211 year 1 month. Director of Product Management. How have ClickUp and its collaborative Whiteboard feature improved Pharmacy Mentors client journey? Many project management apps are confined to your desktop, meaning you cannot access them once youre away from work. 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. You can also press Enter to add a related node vertically or Tab to add one horizontally. We needed to decide how to handle those 30 days in the event the ad gets banned and build some other steps between when the ClickUp status goes from Ad Running to Ad Needs Report. Led product development and strategy across two product lines (Digital Closings . Both ClickUp and Asana offer an API and many integrations to bring in data from 3rd party platforms. 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There was minimal collaboration or understanding of where the actual gaps were. Business Management . . 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. There are multiple levels of the organization, each of which is customizable. Embedded Tasks - Easily add existing ClickUp Tasks into Whiteboards to provide relevant context to your brainstorming sessions. Customize a Mind Map Then keep your whiteboard relevant and automatically updated past the ideation phase by connecting your thoughts directly to your workflow with ClickUp Whiteboards. When youre running a business or managing a remote team, keeping track of your tasks can be a real headache. 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. 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. Lists exist either in folders or directly in spaces and are basically containers for your tasks. 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. But before the moment passes and the conversation pivots, you quickly doodle your vision on a clean digital whiteboard to share with the group. With the information youve already accumulated on your board, you can drag, copy, or draw connections between any shape to signify your top goals, necessary resources, and key deliverables to gauge a realistic timeline for your project. 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. Send this link to your . Access Whiteboards and test drive ClickUp for free, forever. Project management software ClickUp introduced an all-new view Whiteboards. With ClickUp project management, you can easily handle the planning, organizing, and managing of extremely complex projects without missing a beat. We had different teams using different tools like Trello. The real power and versatility of whiteboard project management comes to life when youre able to seamlessly connect your thoughts to your workflow, a feature that ClickUp Whiteboards have perfected!

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