Tips and examples

ClickUp guide 2023 - 8 Tips and Steps

September 2022
ClickUp guide 2023 - 8 Tips and Steps

ClickUp is a great tool for managing team projects or keeping your own personal to-dolists. Super easy to get started and there are many great features within theplatform that help you grow personally and professionally.  The flexibility of this tool definitely helpswhen creating specific workflows that work best within each uniquesituation.  In the following post Makeitfuture will help you how to make the best of using ClickUp.

What is ClickUp used for?

  • Processmanagement
  • Taskmanagement
  • Timemanagement
  • Third-partyapp integrations
  • Completecustomization of workspace
  • Teamcollaboration and reporting
Here are our 8 Tips how to use click up

1. Sign up to ClickUp

With a lot of user-friendly options, it is very easy to set up your ClickUp account and start working. One of the most appealing thing about ClickUp pricing is their free plan, which can be used up to 100 MB storage. Even if you require an upgrade, the costs of new plans are reasonable. You can choose Unlimited ($5/user per month), Business ($9/user per month) or Enterprise (custom prise).

You can even download the ClickUp desktop app to make your work way assessable and faster!

ClickUp pricing 2023

2. Define the structure for your ClickUp

ClickUp uses a hierarchy of views to arrange the projects for your company. These are the levels of this hierarchy:

  • Workspace:The top level of the ClickUp Hierarchy, which includes all Spaces and everything inside of them as well as everyone inside of an organization.
  • Space: The level two ClickUp Hierarchy where Folders and Lists are located
  • Folder: An optional part of the ClickUp Hierarchy seen in Spaces that is used to arrange your task lists
  • List: A place where activities that are required to be in a Space but may also be in Folders are kept
  • Task: Statuses are used to track actionable items as they go from open to done. They are kept in Lists.
  • Subtask: An extra layer that enables tasks to have more precisely defined components

You can handle each one separately.

3. Set up Spaces for your teams

Your company's business departments will work autonomously in these spaces. In all areas, the same team works. Your team could have any number of positions. You may have separate sections for marketing, software development, and quality assurance if you use ClickUp to manage your entire organization.  

4. Set up Folders for each project

The projects you want to advance should be added to the various folders that you create in accordance with the tasks assigned to the company. Assigning who is in charge of completing the work is another option.

You might label a task with extra status indicators, such as concept, test, or published, or you can give it a colour to indicate if it is complete or ongoing. Besides that, colour coding is also an option. You can even use avatars instead of colours. This allows each member to check the progress of the task without asking the assigned team member.

5. Manage your tasks

With ClickUp's To Do list feature, which is one of the tools available, it is possible to follow our workflow more easily. Lists are able to include descriptions, attachments, and start and end dates. Although the tasks they oversee have assignees, they do not. The three views for lists are "Time," "List," and "Board."  

6. Edit the dashboard as you like

You have access to more than 15 powerful perspectives with ClickUp. As a result, you are able to design your own views, including list views, table views, box views, calendar views, and more. Because it meets the demands of all users, this makes it more user-friendly. Although the screenshots below are in dark mode, there is also a standard light mode available.  

ClickUp dashboard

7. Dive into the work with your team effectively

After setting up your Clickup the workflow will be easier and way faster. Workers have full visibility of team members' edits and can add content to the whiteboard in a variety of ways, including drawings, rich text, shapes, labels, images and other media files.  

8. Automatize your work with ClickUp

Your everyday tasks are simple to automate with ClickUp. Utilize pre-built automation recipes or modify them to suit your needs so that your staff can concentrate on the things that matter most.

With additional integrations updated each month, ClickUp Automations works with other apps, like Zapier to integrate everything into a single, shared process.

ClickUp website


By now, you can see how this one software can replace a lot of others and do a lot. There are forms available, that you can use to simply enable your clients to enter error reports into your project management tool. Or, with the help of a new feature, you can now incorporate all of your email correspondence into the service. If you feel lost in features, ClickUp has a Help Center with various guides. The possibilities are unlimited; ClickUp will undoubtedly make any digital activity simpler.

In order to run our business more effectively, we also use the ClickUp tool, so if you require any additional assistance or direction, don't hesitate to get in touch with Makeitfuture!

ClickUp guide 2023 - 8 Tips and Steps

ClickUp guide 2023 - 8 Tips and Steps

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

Arrange a free cloud integration consultation now

What does Cloud Integration mean?

What does Cloud Integration mean?


  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
table icon

Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.