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@yvonnelopez1333
7 ай бұрын
Super useful! Thank you!
@ZenPilot
7 ай бұрын
Glad it was helpful!
@andrewmbiggs
2 ай бұрын
What about using ClickUp to draw out a “wish list” or ideas that aren’t yet on the roadmap? They won’t be assigned yet because we haven’t pushed them forward, but don’t want to lose the ideas for the future.
@ZenPilot
Ай бұрын
We typically use a "planning" status for all of these tasks. Any time you have an idea, just add it as a task with a "planning" status. Then you can funnel all of these ideas in to one view by filtering by "status is planning" to see and actually plan them out.
@andrewmbiggs
Ай бұрын
@@ZenPilot Awesome, thanks so much!
@seungcheol.girlie
6 ай бұрын
Hey Zenpilot! Do you have an example of dashboard that can be used for quarterly review for team members and the agency?
@ZenPilot
6 ай бұрын
What are you looking for to be in that dashboard specifically? We do have a team performance dashboard that pulls everyone's ClickUp performance, but don't use ClickUp to create a dashboard for each person. Though you can, that would be a lot of dashboards when your team size get's larger.
@seungcheol.girlie
6 ай бұрын
We are using a personal dashboard that is similar to what you shared in this video. I am thinking of a dashboard for team members' performance for quarterly discussions@@ZenPilot
@robreichjr
Жыл бұрын
Is there a way to filter one view to a list name? For instance, I want to create a “client request” list for tasks of retainer clients and would like that I be shown as a view, or would you just suggest that being a part of the overall task list?
@ZenPilot
Жыл бұрын
Not a bad idea at all to keep this separate. You could have separate widgets to show the different task lists - regular work vs. client requests - and then another view that shows them all together. You could leverage a custom field here to filter out that view. And if you use a form to capture those requests, you'd be able to automate that process and apply the custom field to all requests that are submitted via the form.
@robreichjr
Жыл бұрын
I appreciate the reply. Do you suggest a form capture for clients to submit or just send them a link to add a task themselves? And are the forms attached to the folder level or list level? Asking for duplicating or templating purposes. @@ZenPilot
@Dr.Schlitz
2 ай бұрын
“Agency”? What kind of “Agency” are you referring to?
@ZenPilot
Ай бұрын
Marketing agency
@IlzeSchoeman-ef5iu
4 ай бұрын
Hi, these dashboard cards seem cool but I'm not sure how I can build this into my custom dashboard as I'm not sure what the name of the cards are which you used? For example, on the 'click up champion' dashboard you mention the task issues cards - but there are no cards called 'task issues'.
@ZenPilot
4 ай бұрын
The task issues section is both calculation and task list cards. And to your point, this video was more of a walkthrough of dashboard ideas for agencies. It was not meant to be a complete walkthrough of all of the individual cards and how to set everything up. We will create a more in depth video on some of these dashboards soon though!
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