how to use clickup whiteboard

Best of all, the ClickUp hierarchy scales with your project, so it works just as well handling big or small projects. 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! . 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. You dont have to be a project manager to benefit from using a digital whiteboard. However, this article focuses on its application as a project management system. Jira, Trello, and Zapier integrations. Zoom Whiteboards can be created and shared using the desktop client (in-meeting or out-of meeting) and the Zoom web portal. 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 GoTo Meeting. Rich Editing - Add content to Whiteboards in a variety of ways including drawings, text, shapes, notes, images and other media files. ClickUp has a new whiteboard feature. 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. Digital whiteboards give the entire team clarity into a project from the ideation phase and beyond. Leveraging these views, you can get a deeper insight into the nature and progress of your projects. . We needed a visual representation that overlapped all of our processes. We real-time collaborated and moved timelines and phases around based on feedback from the rest of the teams. Understand the ClickUp hierarchy: Whether you join an existing workspace or create your own, invest some time to learn how the hierarchy works. For me personally, ClickUp has been a game-changer for managing the 150+ client projects I have going on at any time! But before the moment passes and the conversation pivots, you quickly doodle your vision on a clean digital whiteboard to share with the group. Therefore the interface shows a bunch of information at once. With ClickUp project management, you can easily handle the planning, organizing, and managing of extremely complex projects without missing a beat. 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! If you need a personal productivity app, you can use ClickUp to take notes and make lists; if you manage a remote team, ClickUp can become a task manager; and if you are a freelancer, ClickUp can help you keep track of your clients, tasks, and payments. In standalone Whiteboard apps: Select the Share button at the top right, where you can generate a Share link. Sharing - Collaborate on a Whiteboard with anyone across your organization. Curriculum 23 min Introduction to ClickUp Whiteboards Introduction to ClickUp Whiteboards 15 min Create and Use Whiteboards 8 min 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. Log In To ClickUp. One-click menu: Click the Color dropdown to change the object's fill color. You can track time on individual tasks, assign them to team members, set due dates, etc. Why was it so important to solve these challenges? Business Management . Click and drag the cursor to the other object. Draw insights from reports: ClickUp reports . 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! 3 The Business Plan is slightly more expensive at $12 per member per month and includes unlimited teams, custom exporting, guests with permissions, and advanced automations. ClickUp Project Management: Is ClickUp Right for Me. 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. ClickUp ClickUp Project Management for Higher Productivity. Knowing that your board will remain a constant in your projects lifecycle, this is where having a whiteboard tool packed with powerful and intuitive features really comes in handy. 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. 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. 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. Therefore, multiple workspaces are best when working on projects for different organizations. Designed with project managers in mind and built to be customized for any use case, ClickUp Whiteboards offer multiple templates for flowcharting, mapping, brainwriting, stand-ups, and diagramming to enhance and expedite your initiation process. When you enable ClickUp time tracking, you gain access to ClickUps native time tracker, which works across desktop, mobile, and chrome. Time to hand the mic over to you. 23 Reviews Visit Website. When youre running a business or managing a remote team, keeping track of your tasks can be a real headache. However, if you want the full functionality that ClickUp offers, youll need to pay for one of its subscription plans. 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. Questions? Workforce Management. 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. Visit our Help Center for support. Why Use ClickUp for Project Management? Get more stuff done without losing sleep. Whiteboard global market is expected to rise to 2.13bn by 2025, this new view cou. They are optional, so you dont have to use them and can instead create tasks directly into your spaces. 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. Using the different levels of this hierarchy, you can create the perfect infrastructure that organizes your work and scales with your business. Any changes you make while offline will automatically sync once you have an internet connection and become visible to your team. If you love ClickUp Mind Maps, feeling creative at work, and improving on your processes, then Whiteboards are right up your alley. A solid understanding of the hierarchy will help you navigate it seamlessly and avoid wasting time. Click into the Whiteboard to add your first node. 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. 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. You can break down particularly complicated tasks into smaller levels with sub-tasks. We literally talked through it, each stage of it we spoke about. And it only gets better! 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. Try Everhour for free and see if it works for your business, Track your time inside ClickUp without any trouble, ClickUp Project Management for Higher Productivity, How to Use ClickUp for Project Management. With click-and-drag drawing tools, shapes, and grid-lined backgrounds, you can start building sections that you can move as needed. Get more stuff done without losing sleep. . 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. Each team started to formally document their own SOPs and SLAs, but it was still pretty siloed. , Hi! But lets show you what that really looks like. ClickUps growing library offers nine flexible whiteboard templates for this exact reason! For example, for Paid Ads, we realized that once an advertisement goes live, we leave it running for a month. GoTo Meeting provides a fast, easy and reliable online meeting . You can use ClickUp to unify your fragmented project management system. 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. Tell us about yourself and Pharmacy Mentor. 4 The Business Plus Plan is best for multiple teams and costs $19 per member per month. You can also seamlessly transfer information between spaces and switch between them. Denver, Colorado, United States. The features they mentioned during LevelUp (which should expand this functionality). 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. Then keep your whiteboard relevant and automatically updated past the ideation phase by connecting your thoughts directly to your workflow with ClickUp Whiteboards. Before the project exists, there is a problem that your idea is aiming to solve and a group of people who can benefit from it. Think of it like your company building, where everything and everyone in your organization resides. ClickUp's Home page also looks quite different from SmartSuite's. ClickUp's Home Page. 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. Used by 800,000+ teams in companies like Airbnb, Google, and Uber, it brings all of your projects into a single app!. Find out more here: https://bit.ly/3Kb8MWR It condenses all your project management solutions into one tool, so you never need to switch between apps again. 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. Whiteboard collaborators have access to a wide variety of controls and sharing options to help make working together easier. Learn how to leverage the fundamental features of Whiteboards to be able to access, build, and collaborate with others in Whiteboards. Having a template library at your fingertips can help you save time from the get-go in this step by automatically adding a starting-point structure to your canvas that you can edit and adjust as you go. They help you organize work by different characteristics such as time frame, location, or phase. By the end, we had agreement and alignment on the customer journey and even identified a big gap we never realized. There's less color and a stronger emphasis on data, information, and context. 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. . 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. 2022 ClickUp | Security | Your Privacy | Terms. Create a Whiteboard from a template Choose from several premade Whiteboards using our template modal or the template button in the Whiteboard toolbar. Application Development. Learn ClickUp with coaching \u0026 courses*: https://processdriven.co/?ref=keepproductiveIncludes affiliate link New Feature: https://clickup.com/blog/new-whiteboard-and-docs/ Get ClickUp: https://app.clickup.com/signup?fp_ref=0226f\u0026promo=KEEPPROD20OFF Grail Insights Report: http://grailinsights.com/wp-content/uploads/2020/06/FutureofWhiteboardsGrail.pdf DISCOVER MORE Subscribe to our Medium reads: https://francescod.medium.com/membership Get our Skillshare classes free: https://www.skillshare.com/r/user/francescodalessio1 Bento - do less (coming soon) Tool Finder - discover apps (coming soon) Tool Academy - learn apps: https://keepproductive.podia.com/ Read our guides: http://keepproductive.com/ WHAT WE DO? ClickUp is an extremely versatile productivity tool with several different applications. How have ClickUp and its collaborative Whiteboard feature improved Pharmacy Mentors client journey? Compare price, features, and reviews of the software side-by-side to make the best choice for your business. NOTE: This was recorded at 7AM prior to ClickUp's LevelUp 2021 teaser of what Whiteboard will become. Click the Convert menu to change the object into a task, sticky note, text box, or shape. Question: Has anyone successfully used the 'Teams' feature in clickup to allocate staff to teams and then receive the correct notifications and experience. 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. Whether your team is distributed or huddled around a conference table, collaborate in real-time with fast and reliable live editing. You'll find the "who's online" feature in the upper right section of the Whiteboard View. 2022 ClickUp | Security | Your Privacy | Terms. Ideally the built-in due date would be set when we want the landing page to be ready. 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. We moved to ClickUp to be our teams one source of truth for all of our client projects and engagement. Project management software ClickUp introduced an all-new view Whiteboards. 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. 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 . ClickUp alternatives may provide some of these features too, but not many of them can be as flexible and efficient as ClickUp. Integrate your clients: Anytime you want to update your clients on your project status, do it within ClickUp. Whiteboards. That includes the tasks, lists, and docs that live in it and the people who have access to it. This, in turn, makes it nearly impossible to keep track of anything and ironically leaves you even less productive than you were before. Then, to-dos on your list broken into smaller, more manageable to-do's are referred to in ClickUp as Subtasks. Zoom A great thing about Zoom is that a whiteboarding tool is built into the video conferencing software. If you use Zoom for your remote meetings, then you don't need to look any further for a whiteboard tool. All you need to know about building a brand. Both ClickUp and Asana offer an API and many integrations to bring in data from 3rd party platforms. 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. You can also use them to provide context for your tasks and add extra information. In this instance, you can basically think of your teams whiteboard as your projects living document! You can also chat with your team, share documents, tasks, and links, as well as tag individual team members. You can nest them within tasks to spell out the items you need to complete your task. This question mark gives you the ability to see controls along with the built-in hotkeys. Canny. Access Whiteboards and test drive ClickUp for free, forever. They allow you to separate work and teams so you can achieve multiple objectives while simultaneously heading towards a common goal. However, Google often will unexpectedly turn off these ads halfway through and we would never notice until the end of those 30 days. ClickUp has several features that make it easier than ever to collaborate with your team. 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 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. Even if you happen to use an app whose function ClickUp cannot replicate, you can easily integrate it into ClickUp and work directly from there. Zoom Whiteboard user guide. Those to-dos are comparable to Tasks in ClickUp. 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. Plus, theyre built to be used by a team, so the group has nothing to lose in giving them a try. When converting an object to a task, any text inside the shape, sticky note, or text box becomes the task's title. , Before we dive further into how Lewis and his team used ClickUp Whiteboards, heres a short clip of what it is. Within lists, you have tasks, the heart of ClickUp project management. 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. This includes chatting, providing feedback, mentioning others, and customizing your privacy settings. Also, stick around for tips that will take your ClickUp project management game to the next level. 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! When the second object is highlighted, the connector attaches. ClickUp is chock-full of features that adapt to meet your every need. The execution phase is where ClickUp Whiteboards take the cake for this project management methodology. I led the charge in mapping out our client journey with Whiteboards, but I only had my perspective as the Account Executive. It lasts throughout your projects entire lifecycle and beyond, storing key conversations, helpful links, drawings, workflow diagrams, and maps that help keep your team on track no matter what. Customize a Mind Map A harmonious Ohhhhhh sounds through your monitor. Use them to get a birds eye view of your project and spot any problems before they snowball. You can use it to monitor time spent, draw insights about time expenditure, and set accurate time estimates for your tasks and projects. Add a Mind Map to a Whiteboard Open a Whiteboard. "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. Show the world you're a master of productivity. The challenge is with the due date. Both platforms allow you to see real-time insights quickly. 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. 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. 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. 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. You can use the existing structures on your whiteboard to start digging into the planning phase and crafting your project charter. Use views: ClickUp has over 15 views that can give you different insights into the state of your project. 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. fortigate 40f number of users; transferwise accept credit card payments; specific gravity of silty clay; does mojang care about tlauncher; take time to recharge crossword clue Use the minus and plus icons to zoom in and out of the canvas! 2. We then real-time moved variables in yes, nos, and mapped in the Whiteboard. To learn more about Pharmacy Mentors and connect with Lewis, check out their website and LinkedIn. Categories. 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. 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. Each task can be put in a separate status to help you keep track of its progress. Use time blocking and batching: Use ClickUps calendar view to do time blocking and batching. 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. ClickUps offline mode lets you stay on top of your tasks and projects even when you dont have internet access. To access the Zoom whiteboard, click the Share Screen button, and then click Whiteboard. Whats more, ClickUp has a retrospectives whiteboard template to assist in this step, and in true whiteboard fashion, it can exist alongside all of your other work, so no information is left out or forgotten. But even though youre closing, the door is never closed on your whiteboard! Embedded Tasks - Easily add existing ClickUp Tasks into Whiteboards to provide relevant context to your brainstorming sessions. I came to our next meeting with a V1 of our client engagement journey. All you need to know about building a brand. What is Miro? Add your client to your workspace as a guest, and set the right permission levels. Bridge the gap from ideation to execution by creating ClickUp tasks directly from your Whiteboards. Different teams will use whiteboards in different ways, but whether you manage projects in construction, technology, real estate, or truthfully, any industry, your project lifecycle will follow the same five phases: Especially if your team is shipping constantly, whiteboard project management will help you cut down on some of the busy work while progressing from the initiation and planning phase with the ability to act on your ideas as soon as you have them.

Disneyland Ticket Discounts, Mother's Restaurant Buffalo, Optional Does Not Name A Type, 2nd Year Date Sheet 2022 Sindh Board Humanities, Can Crocodile Breathe Underwater, I Don T Want To Work In Childcare Anymore, Eating Frosted Flakes, Edinburgh Film Festival 2023 Dates,