Understand the ClickUp hierarchy: Whether you join an existing workspace or create your own, invest some time to learn how the hierarchy works. Since each project comes with its own vision, goals, teams, and stages, it can be hard to collaborate effectively, stay informed on changes, identify gaps, and implement ideas efficiently. ClickUp alternatives may provide some of these features too, but not many of them can be as flexible and efficient as ClickUp. You can create a new workspace in any ClickUp account, join an existing one, and freely switch between different workspaces. ClickUp ClickUp Project Management for Higher Productivity. ClickUp is infinitely customizable and can change to meet your project needs. Sharing and permissions You can share a Whiteboard with anyone. 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. Visit our Help Center for support. 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. 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. Checklists are on the same level as subtasks. If you love ClickUp Mind Maps, feeling creative at work, and improving on your processes, then Whiteboards are right up your alley. 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. Questions? Why Use ClickUp for Project Management? ClickUp is the future of work with tasks, docs, goals, project management and more. Get more stuff done without losing sleep. From the Whiteboard toolbar, click the Mind Map icon. Miro is especially popular among UX designers and product development teams and is ideal for large-scale corporations who need a whiteboard platform with additional team collaboration features like video conferencing and integration offered by Asana pricing plans. Ideally the built-in due date would be set when we want the landing page to be ready. ClickUp has several features that make it easier than ever to collaborate with your team. ClickUp also emphasizes needing fewer clicks to get where you need to. . Sticky notes, text, multiple drawing colors, embed capabilities, and shapes are crucial for things like concept mapping, SWOT diagrams, or simply drawing a flow between sticky notes to get an idea of the next stepsall of which youll definitely want to flesh out in phase one. Business Management . Applying these two time management techniques within ClickUp can help you boost your productivity and avoid distractions. Take it from Lewis Norwood from Pharmacy Mentor: Weve been hiring and taking on new clients left and right, but some of the ways we did things just werent scalingWe needed a reset to evaluate our existing processes., For those who can relate to, would like a long-term solution to this issue, or simply wish to avoid being stuck in it themselves, this is for you., Learn how a Marketing and Advertising team beat workflow inefficiencies, improved internal collaboration, and upgraded their client journey with ClickUps Whiteboardsthe ultimate virtual collaboration tool that turns ideas into coordinated actions, all in one place. Think of it like your company building, where everything and everyone in your organization resides. 2022 ClickUp | Security | Your Privacy | Terms. . Whiteboards. You can also seamlessly transfer information between spaces and switch between them. You can break down particularly complicated tasks into smaller levels with sub-tasks. You can nest them within tasks to spell out the items you need to complete your task. To open, click the Whiteboard List. Click and drag the cursor to the other object. From the toolbar, select the Connectors icon. You can create dashboards in ClickUp that let you see everything about your project at a glance. 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. Comments? Agile Project Management Tools. With teams working at different hours of the day, spanning across different time zones, its become increasingly challenging for remote and hybrid teams to stay productive, creative, and aligned on goals. Ideas can happen anywhere and at any time, and digital whiteboards are designed to capture those ideas as quickly as possible. 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. In standalone Whiteboard apps: Select the Share button at the top right, where you can generate a Share link. Then keep your whiteboard relevant and automatically updated past the ideation phase by connecting your thoughts directly to your workflow with ClickUp Whiteboards. You can also use them to get a birds-eye view of your project, manage your time and resources, and prioritize tasks. To learn more about Pharmacy Mentors and connect with Lewis, check out their website and LinkedIn. 4 The Business Plus Plan is best for multiple teams and costs $19 per member per month. From key tasks to project milestones, and even your roadmap itself, everything can exist on your whiteboard from start to finish because your canvas is truly infiniteyou will never, ever run out of space, so there is no need to delete or start over. Are you starting to get the whole living document vibe of your whiteboard yet? Connect and duplicate objects with Quick Create To connect sticky notes and shapes to each other or any other object, use Quick Create. GoTo Meeting provides a fast, easy and reliable online meeting . Whiteboard. We set those up as custom fields with statuses like "To Do, In Progress, Done". Add context to your work by linking to tasks, files, Docs, and more. Used by 800,000+ teams in companies like Airbnb, Google, and Uber, it brings all of your projects into a single app!. Use Docs, Reminders, Goals, Calendars, Chat, scheduling, assigned comments, custom views, & more with this all-in-one project management tool. Comments? 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. Digital whiteboards give the entire team clarity into a project from the ideation phase and beyond. Lets hear your story! Sharing - Collaborate on a Whiteboard with anyone across your organization. Sorry, there were no results found for . Take advantage of these reports to draw insights about your workflow and make corrections where necessary. 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. It includes core views like list, board, and calendar, as well as less common views such as Gantt, table, timeline, mind map, and box. When people hear the term Whiteboard Project Management, theyll likely imagine a variation of this exact scenario, and while its totally valid and super common, that example only scratches the surface of the infinite benefits this methodology has going for it! 23 Reviews Visit Website. Subscribers get access to team sharing, custom permissions, increased automations, API, and much more. Show the world you're a master of productivity. We then real-time moved variables in yes, nos, and mapped in the Whiteboard. . 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. We now have recurring templatized tasks in the 30-day window to make sure if Google turns off our ads, were fixing it right away vs. no visibility for 30 days. Data silos and duplicate spend have no place in a modern workplace. ClickUp is chock-full of features that adapt to meet your every need. Draw freehand, add shapes, writes notes, and connect your ideas to projects that your team is working on. Get pumped up because its pretty neat! 2. An example is the Whiteboarda real-time visual canvasthat you can use to generate ideas together with your team. Get Started creative tools Tools to unleash your creativity. 2"s V%A L]{ ZT ; K~J","Q )'LNWSgOYR'7y% 2 - ip3VSdw_Cy4 &l:^rhn(^_Q Q ~ V0cK EpPH hw2}j"cLW>b, a "0&@=A H]zpu_ OtcRVs L; @X7* uj~' =b9By`,M . Talking through the docs in meetings was tough, too. If you love ClickUp Mind Maps, feeling creative at work, and improving on your processes, then ClickUp Whiteboards are right up your alley. If you use Zoom for your remote meetings, then you don't need to look any further for a whiteboard tool. But with Asana, you'll have to pay $10.99/user/month for unlimited dashboards. Best of all, the ClickUp hierarchy scales with your project, so it works just as well handling big or small projects. What is Miro? 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. ClickUps growing library offers nine flexible whiteboard templates for this exact reason! . 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 . Project management software ClickUp introduced an all-new view Whiteboards. In this course, you'll be presented with an introduction ClickUp Whiteboards. Many project management apps are confined to your desktop, meaning you cannot access them once youre away from work. Users can also manage whiteboards they have created, or that have . Time to hand the mic over to you. 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! Add your client to your workspace as a guest, and set the right permission levels. 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. Nothing is set in stone! Question: Has anyone successfully used the 'Teams' feature in clickup to allocate staff to teams and then receive the correct notifications and experience. 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. 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. 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. Fit to Screen To focus on all of your Whiteboard objects, click the Fit To Screen button in the lower-left. But even though youre closing, the door is never closed on your whiteboard! Zoom A great thing about Zoom is that a whiteboarding tool is built into the video conferencing software. We literally talked through it, each stage of it we spoke about. Whatever your needs, Click-Up does it all. Before using ClickUp Whiteboards, what challenges were you experiencing? For more information, see How to use Whiteboard in Microsoft Teams. 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. Log in with your ClickUp account to access this page. A solid understanding of the hierarchy will help you navigate it seamlessly and avoid wasting time. This stage in your process focuses largely on how you will balance your budget and time, and essentially where you build a blueprint for the project. 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. Jira, Trello, and Zapier integrations. A harmonious Ohhhhhh sounds through your monitor. Snapdocs. 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. 2022 ClickUp | Security | Your Privacy | Terms. video-session recording, multi-window control, whiteboard tools, and much more. Looking for the perfect project management duo? Click the Turn into dropdown to add quick text formatting. You can add widgets and visuals to make this information easier to understand and structure it however you like. 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. Leveraging these views, you can get a deeper insight into the nature and progress of your projects. Ultimately, ClickUp is an all-in-one tool that can serve your project management needs. . Set it and forget it. Plus, its more engaging and accessible for people who approach their work in different ways. Customize a Mind Map Access Whiteboards and test drive ClickUp for free, forever. 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. Director of Product Management. Plus, ClickUp integrates with over 1,000 tools to make your experience as smooth as possible. Send this link to your . 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. But each time we turn it off due to the problems it . And it only gets better! When you enable ClickUp time tracking, you gain access to ClickUps native time tracker, which works across desktop, mobile, and chrome. And when youre working on multiple projects and clients at once, the challenges seem to multiply as well. Check out how ClickUp and Miro work together to help product managers use these tools side by side!Want to cr. 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 However, this article focuses on its application as a project management system. They are optional, so you dont have to use them and can instead create tasks directly into your spaces. And if youre using a powerful digital whiteboard tool like ClickUps Whiteboard feature, your canvas is also the place where you can uniquely connect your drawings to your workflow, instantly. Zoom Whiteboard user guide. Log In To ClickUp. 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. 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. Both platforms allow you to see real-time insights quickly. When converting an object to a task, any text inside the shape, sticky note, or text box becomes the task's title. So we looked for a visual collaboration tool to help us map our existing customer journey across all of the different stakeholders and found ClickUp Whiteboards. . Whiteboard collaborators have access to a wide variety of controls and sharing options to help make working together easier. Dashboards 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. Also, stick around for tips that will take your ClickUp project management game to the next level. At this stage in the game, youve done the research, youve identified your audience, created a roadmap, and determined whose skills are needed to bring the project to lifeso youre ready to execute! Visit our Help Center for support. My day-to-day work includes managing projects, serving as the clients primary point of contact, crafting effective marketing strategies for our clients, delivering them on time and within budget. Get started with the template of your choice to ease your way into the most visual project management methodology on the ultimate productivity platform. But before the moment passes and the conversation pivots, you quickly doodle your vision on a clean digital whiteboard to share with the group. But the thing is, not every whiteboard software lets you do that. Create a Whiteboard from a template Choose from several premade Whiteboards using our template modal or the template button in the Whiteboard toolbar. Each task lives in its parent list, although you may share it with other lists. Workflow Management. Whether your team is distributed or huddled around a conference table, collaborate in real-time with fast and reliable live editing. The collaborative nature of whiteboard software is also a huge benefit for agile teamswho do the bulk of their work asynchronouslyas it automatically stays up to date with the latest and most accurate information at all times. NOTE: This was recorded at 7AM prior to ClickUp's LevelUp 2021 teaser of what Whiteboard will become. With a growing list of features and even bigger plans ahead, ClickUp is the no-brainer starting point for your Whiteboard needs. Each space has its own settings and ClickApps, which you can use to create workflow setups that meet your departmental needs.