ClickUp 3.0: What you Need to Know

Hello, Hello. We're going to be getting started here on the hour with our sneak Preview of ClickUp 3.0. I know many of you are probably thinking, probably what I was thinking when we saw the update, that this was finally released. No way. Layla. It's not actually here, is it? It is. It is, my friend. So we'll be taking you inside 3.0 today, going over every standout feature you may need to know or maybe just be curious about and give you the first look at what you might expect when this transition hits the broader user base in the coming weeks or months. Fingers crossed on that timeline. We'll be starting here on the hour, so in the meantime, get cozy. Drop a little hello in the comment in the chat to let me know you can see in here and stay tuned as we wait to get started. I see some questions coming in already. There will be a review of 3.0 as part of this and there will also be a replay later on. You can just find it at the same link. Cody's here. Hey, Cody. Welcome to the party. Editor Crane, Nice to see you. Welcome, welcome, welcome, guys. If you are joining me and you're able to see in here, go ahead and just let me know in the chat. That'll help me make sure I'm not losing my mind and I'm actually talking and you're all able to hear me. Oh, we've got Alexis and Cara and Amanda and. Oh, I almost said Alexis twice. Thomas is here. Garfield is here. Oh, pets here. Some familiar faces and some new faces as well. Thank you, Ehrman, for letting me know. You can hear clearly. No moving picture, just sound. Yeah, that's all right. We're getting everything wrangled here in the background. We'll be starting here on the hour. Let me just chug some coffee real quick. I see some questions popping in about SmartSuite and some comparison stuff. Carly's working the chat with me here today and if we have some time, we'll be digging into Q and A at the end, so we'll try to grab these as they come and we can grab them into some banners so we can work through them later on. More questions, More questions. I love it. Guys, keep them coming. We'll be starting here on the hour. Amanda says hi to Carly, too. Good to see you, Amanda. John will fill in what we do know about this as we dig in. Carly will make sure we get these questions answered. Yolanda's here. Happy Friday. Stephanie. Hi. Hi. Good to see you. Almy. Sorry I missed you before. Hi, hey Michael. Happy Friday indeed. Hello from Seattle, Andrea. Where else do we have people joining us from today? We'll be starting here on the hour, so for the next 60 or seconds or so, let me know where you're joining us from. Would love to hear where everyone's coming from. Oh man. We've got some team processdriven in the house as well. Alberta, New York, Istanbul, Dallas. I clearly cannot read in order. Kansas City, Montreal, San Fran, Florida, Singapore, South Kak, Kill Lackey. I don't even know. But cool welcome. I totally bookered that. Bellingham. We've got Philippines, the uk, California, Idaho. Hey neighbor. Hey. From Florida, Grace, Scotland, South Africa. Amazing. All right, well before I butcher anything else, I mean I guess I have the whole hour to butcher things today. So let's get ourselves started with this look at ClickUp 3.0. I'm super excited if you haven't gathered, to finally be able to share this with you all today. If you're just joining us, here's the lay of the land. We're going to be going over ClickUp 3.0 in detail today because I'm me and there's no way for me to be succinct. So we're going to go through all of it, everything that's available today, as well as some stuff that they've teased that is not yet available. What I'm going to be showing you is an inside look at some of the stuff that is now in a beta release phase. So it's closed beta. Not everyone is going to be able to see this inside their account from day one, but everything I'm showing you will eventually be hitting your plates. So this is kind of a first look to get you ready and your team ready for what's to come. As we go through today, I'm going to be going through a ton of features. We're also going to make sure to timestamp this recording afterwards in case you have to duck out early and you want to catch the replay when we go through here. We will also be grabbing questions out of the chat thanks to Carly there. Thank you, Carly. She will be pulling out questions that we see come up in the chat so we can make sure to answer them either throughout or towards the end if we have some time. We have so much to go over, so let's just dive right in if you guys are okay with it. All right, let's go. To begin our journey on ClickUp 3.0, I'm going to go inside this very familiar looking doc, which, yeah, it's not really 3.0. This is just our format for today. Before I say anything, I should also do this reminder. Everything that you're about to hear and every typo you're about to see today is my own thoughts here. For folks who do not know ProcessDriven has no formal association with ClickUp, everything you're hearing is my own thoughts and analysis and hopefully gonna be something that's helpful to you. But I'm not speaking on behalf of anybody other than myself today. To get us started on our updates though, let's go inside ClickUp 3.0. Woohoo. There we go. So here we have ClickUp 3.0 inside our own process driven workspace here and we can see right off the bat we default into Inbox, which is where I currently have us located. This is going to be our first standout redesigned area inside of 3.0 and this is where you're going to be replacing what is currently notifications inside the workspace. Now for those of you who attended Level up with ClickUp, you probably heard discussions around Inbox turning into a combination of email and ClickUp and other tools that is not currently here in the version of ClickUp 3.0 that we have. However, for anyone who was here when ClickUp 2.0 came out, you know how it goes. We released 3.0 or 2.0, a major release and all that changes is the kind of the foundation for lack of a better word. And over time we see those add on features stack in. So right now inside of 3.0, when we are looking at the main Inbox where we're going to start our journey, here's what we see. This is still focused on ClickUp related information and it has multiple tabs to keep you organized. For anyone who is used to living out of their notifications, you're going to notice a lot more clarity in the new 3.0 version of notifications. Up here in the left you have the option to toggle between your open and close notifications. Nothing very different than what's there today. However, you also have a Messages and Activity Settings section. This is not functionally very different than notifications you're used to, but it does take your notifications and break them into two halves. Messages is going to show you at mentions, things directly related to you and what is currently known as delegated reminders. So just a quick side note, for Anyone a little 2.0 review inside of ClickUp 2.0, the current version, you all have reminders, right? We have a video on that on the channel, if you're like, what is she talking about? You have reminders and in 2.0 you are able to send reminders back and forth to other people, almost like private messages. In our reminders video, I'm pretty sure we even said, wow, this seems like it'll eventually become a messaging feature. Well, it turns out we were right. And Here in the 3.0 version, this messages is the reconfigured main inbox for all of your notifications. Any delegated reminders, which are now called chats, any alerts that directly impact you or mention you, it's all going to show up here. To the right we have an everything else section. Now. Activity is where you're going to see things like status changes, a task becoming unblocked, a due date becoming overdue, activities where everything else in your account is going to live. By having these two tabs, you'll be able to better focus on the things that require real action and kind of go more quickly through the stuff that doesn't require action. For folks that are part of one of our programs where you worked with us maybe in how to ClickUp to learn how to set up and use ClickUp effectively. You know, we've already been teaching something just like this where you go through your notifications and you kind of triage it. Well now the interface has a little bit of an opinion on that and they make it easier to separate important from just an FYI. In addition to these updates here, you'll also notice some new symbols on the right side. If I put my cursor over them, they disappear. So just kind of look closely. On that right side you see the little symbol and the person symbol that lets you know your relationship to the notification, whether you're being mentioned or you're the assignee or something else. Those little symbols on the right hand side are your indicator of how important and high how high impact a given notification is. A nice thing that's in this as well is that we now have a more conveniently located clear all button. We still have that double check so you're not accidentally deleting things, but this is great, particularly for that activity tab where you can get a lot of noise. Now some challenges with this because it's not all perfect right now in this 3.0 mockup. When we have our notifications here, you'll notice some differences around functionality. We now have a red and unread function set similar to your email inbox, think Outlook, so on. But what we do not any longer have is an unwatch or an add to tray button as a quick functionality. That for me was a pretty hard thing to lose just all of a sudden with ClickUp 3.0. And if you're someone who relies on Trey or needs to unwatch things because you get a lot of notifications, your job just got a little bit harder because to do those things you will now need to open the given task, open it maybe in a modal or a sidebar and then add it into the relevant area. Not workflow breaking, but definitely something to be aware of and something we're going to be working into our trainings as well. Over here on the right side you have the option to filter out using these preset filters for things that are assigned to you, mentions and so on. In this case I'm just looking at unread. All right, so that's the first section inside of the new ClickUp 3.0 is inbox. The reason I did not show you home today, the very first tab on the left sidebar is because at this point in time there are no major differences. At this point, Home is the same as home. However, let me just pop this one open. Home is expected to change in the near future, so I'm going to show a quick screenshot of what we've seen in some mockups behind the scenes here. I believe they shared this at LevelUp or something along the way. We do expect eventually ClickUp's home view to change and redesign and look a little bit more like the Asana home kind of main area that you might be used to. Not currently here, but we can expect that to happen pretty soon as they keep evolving dashboards. As you can see from this little mockup, Home is going to finally fulfill that promise that we've heard a while back of kind of merging with dashboards, having customizable cards and so on that is coming, but it is not currently here in 3.0, so I won't bore you by going over the Home that is exactly as you were used to seeing. So that is that. Let me just check if there's anything on the sidebar I want to hit on. Ah yes, thank you Layla from the past sidebar layouts. You guys might have seen this video here where I went over the different sidebar layouts in ClickUp 2.0. They are a massive headache and something that is really a challenge when it comes to organizing your tasks inside of ClickUp and training people. And what has now happened in ClickUp 3.0 is we've eliminated them. Over here on the left side there is one sidebar, one look, one layout to ClickUp. So when you are looking at ClickUp you see ClickUp. So that is a simplification. No more do we have that little settings gear here, switching between simple, modern and clean. Instead it's just 3.0. That'll make our lives a little bit easier on the training front and I want to make sure everyone's aware of that in case you are working with some new users as well. I should say though, if you are used to the clean, sorry, the modern layout in ClickUp, you will have a bit of an adjustment here because the one that we are going to have in 3.0, as you can see right here, is most like the, I believe it's simple layout currently. We'll check the name of that one. All right, so that is the sidebar, that is home and that is Inbox. Any questions on this so far, guys? I'm going to do a quick check on the chat. Carly, feel free to pop up anything that was jumping up on this. One thing I did not mention but might be worth saying on Inbox is right now there is no email integration, but you can clearly see that there's, there's possibility to add that with additional tabs. Is there a dark mode? Yes there is. I change it to light mode for training or for videos because people seem to prefer it. But don't worry Cody, I live on the dark side and yes, it's still available. Isaac asks I wonder if email threads within ClickUp tasks will show up in this inbox. Yes, they will. So just like any other notifications, you're going to see them pop in. I have not actually tested whether they'll go under Activity or Messages, but it stands to reason they'd be under the messages side because they are kind of that actioned comment. Okay, I'm going to another one. Is it possible that parts of these updates will be applied to accounts in the coming weeks or will it be one main switch over to 3.0? So the last question on this one, Stephanie. Yeah, I think it could go either way. My expectation is that we are going to continue to see drip to release of features, which is what we've already seen. A lot of you may have noticed if you go into your ClickUp account right now and go to Dashboards, your Dashboards area looks different. If you look at your settings menu for spaces and folders and lists, it looks different. ClickUp has made a new habit over the last month or two of silently releasing little updates that give you pieces of the 3.0 interface without giving you the whole thing. I can't speculate as to which ClickUp is going to do, but I would not be surprised if we see little drips like that to make sure that they're releasing features features when they're ready, but not releasing something, you know, half baked. Right? We none of us want that, and I don't think ClickUp does either. So with that, let's let's keep on pressing on here and we will come back to some of these questions in a moment. I want to give a quick warning about this Inbox area for anyone who is going to be an early adopter in this arena. I already mentioned you're not able to unwatch or add to Trey when you are inside the new inbox, so if you are someone who does that, you're going to want to audit your watch your settings and audit your notification settings even more closely when you're in 3.0. Another update and this is probably a little bit of a bug here on 3.0 is that right now 3.0 gives you a lot of notifications that override your current notification settings. So when you are inside your notifications you might get an activity alert about a due date becoming overdue. Even if your notification settings say don't tell me when something's overdue. I'm not sure if this is intended use or a bug at this point, but I want to shout it out because it's definitely a behavioral shift. After that we also have activity. Activity is something that is intended to help you prioritize, but it can easily become viewed as a dumping zone. I know just in the few days that my team here has been using ClickUp 3.0, I have found myself just clearing all inactivity a few times and missing things that are important because click ClickUp doesn't tell me they're important, but they are. That laziness that comes, at least for me, of having things so separate hasn't always been working out the best. So that is just some watch out for on Inbox. Let's move on to Documents. Let me show you around first. Here we are inside of Documents. You can imagine I don't really use documents that much for some reasons that you've probably seen on the YouTube channel so far. But here's what we have inside the docs area in 3.0. Let me remove my big old head. And here we have at the very top a recent section, a favorite section, and A created by me section. All of these documents are pretty much placeholders because I don't use ClickUp docs very often. If I zoom out so we see max width here you can see how they kind of stack into three columns. Below this we have a list of all of our documents we currently have. These can be bulk selected, these can be filtered, these can be tagged just like you're used to, but there is no Folder functionality in 3.0. It's the same tagging system you either love or hate about 2.0. What else? Anything else? Super interesting. We've got some new pre made filters here and we've got a filter button that gives us a little bit more options around organizing our docs, but nothing crazy on the dock side. What we're seeing in this feature is kind of the first look at the management centers that we expect to see pretty much everywhere in ClickUp in the future. Inside of Level Up, ClickUp told us that they are trying to build more managers so automation managers, document managers, anything that's not a task they want to keep very organized. Kind of like what we're used to with tasks, and I think this Document one is probably going to be our first look at what to expect for everything else down the line. Looking at this here though, there's no major functionality changes. Documents became 3.0 ified a while ago and so you all see exactly what I'm seeing when it comes to the documents themselves. No major changes, no major updates, and that is that. I'll flip back to our overview just to check if there's anything I might have missed. As I mentioned, this is probably foreshadowing what we're going to see to come with these object collections. You can definitely tell, especially in the docs area, how Notion inspired ClickUp's new redesign is, at least for me. At least this feels like I'm in notion. For anyone who's a Notion and ClickUp user, let me know in the chat. Chat do you agree? If I were to have to put one word to ClickUp 3.0, I would just call it Notion because this is largely an interface update. Along those lines. Beyond that, let's see anything else. Layla of the past told me we have the search bar functionality improved. This happened for everybody a few weeks ago, but comes to a head in 3.0 and watching out for tags are still not quite folders, and because of the new layout they're somewhat harder even to sort by. All right, that is where we're at so far in the documents Tab, Quick question check. Carly, do we have anything we want to make sure we get tackled on this one? Maggie asks, do you know if you have the ability to tag pages within Docs or is it still just a full doc? As far as I know it is still just a full document. I haven't seen any functionality changes to documents from 2.0 to 3.0. When I switched over and back and over and back, I couldn't notice anything different within the document itself. So it seems to be behaving exactly the same download. Still the same as far as I can tell. Let's actually do a quick check here. Maybe we can do a live test. Yeah, I'm not seeing anything when I looked at this earlier that's going to be any different for us here. Yeah, same deal. Sorry Anna, any other questions on the doc side? The dock side? Now I'm like a Boston dark side. Anyway. All right, let's go ahead with Documents and we will move on to Dashboards. Dashboards is the next area and this one is not too, too exciting. All we have is some new terminology and new interface, new look, new experience when you're using Dashboards. If we pop into this one, you can see some Dashboards we have here. We still do not have a very functioning archive system as you can see, which is why so many of us have just archive in our Dashboards if we don't want to lose our history. And Dashboards have not really changed. The only thing that is different is the organization as you see here, where we have Dashboards in the same kind of layout as we saw with Docs. Everything else with Dashboards is exactly what you see in ClickUp 2.0. So those new kind of terminology around Canvas and cards and whatever, it's still there. If you want to see what dashboards in ClickUp 3.0 looks like, just open your ClickUp account. And it's the same as 2.0 right now because they dripped out this release a little bit early. Yeah, I don't think there's anything past Layla told me I had to say about this other than that. So we will leave it at that for Dashboards. If you have any questions about this though, let me know. Just like Anna before, if there's anything you'd like me to check while we're on the stream, I'm happy to do it. It's possible I missed a feature that's important to you, just let me know and I'll investigate it live on air so you can make sure you have that answer. All right, moving on from Dashboards, let's go into the most funny feature in all of ClickUp, which is Whiteboards. Whiteboards. Whiteboards. You can find out more about whiteboards in general by checking out our video on Whiteboards from when it was first released. A lot of debugging has happened since then, but the functionalities remained relatively stable. Thank you so much for odd for that super chat, super sticker, super super thing, whatever those are called. Let's go inside of Whiteboards here and let's talk about what we've got going on. Whiteboards look very similar to Dashboards and Docs, and so if I wanted to go in here and create a new whiteboard, I now have a nice button in the search, as we've seen elsewhere, but the functionality is not remarkably different. So if I just want to name a thing here after our friend in the chat, I can create a private whiteboard. Create that up on the screen and maybe make it actually full screen so you can see it. And here's what we've got. There's definitely some functionality differences with Whiteboards, but those are the same ones you're seeing in 2.0. So. So we can see our templates here and pull it in. Nothing super crazy about Whiteboards except that we do see this language pop up. Do you notice this ClickUp items button? Yeah. So this is ClickUp trying to embrace the distinction between tasks and other things you can choose to organize inside of your ClickUp account by making both tasks docs people list all items. They're collectively calling them all things you can organize in the way that suits you. We see that first show up here in Whiteboards view because I think Whiteboards is developing a lot faster than other features. But I think it won't be long until we see that same terminology show up elsewhere in the interface, which actually squirrel. But quick, quick note on that. I know many of you, like me, probably had your ears prick up in ClickUp's level up event when they mentioned item terminology. The ability to take things in ClickUp and say, hey, that's not a task, that's a dog or a person or a property or whatever. That, as far as I've seen so far, is not here in 3.0 yet. It's to come from what I've gathered, but it is not quite here. We see these little odes with things like ClickUp Items, but nothing is yet in the interface to allow us to rename it like we would expect in something like Monday SmartSuite and so on, or notion. So maybe, maybe soon. Any questions on this part before we move on? Beyond whiteboards, I don't think I have any other major stuff, just that they look prettier. That was your main interest, Mario. If I missed anything that you'd like to see, just let me know and I'd be happy to dig deeper. It's the Mario VIP treatment. All right. Until then, I'm going to keep moving on here and go into spaces, folders and lists. This is the thing that I think many folks are still super scared about when it comes to ClickUp 3.0. What is happening to that hierarchy? What is going on? What is this going to mean for us? Well, as we have been saying since ClickUp 3.0 was first teased, ClickUp 3.0 is largely an interfaced update. It's the notion update. That's what we're going to call it. But the functionality of ClickUp is not meaningfully changing right now. There have been allusions to adding subfolders. We've seen some stuff on Candy about that. There have been allusions to having item terminology, but none of that is here in 3.0. 3.0 is making the platform perform better, look better, and be more enjoyable to be in. So when it comes to spaces, folders and lists, we are not seeing anything that is crazily wild. Nothing that's going to shock you or scare you or change all of your workflows. So you can take a sigh of relief with that. What has changed is some of the finer points, the finer details and interface around spaces, folders and lists. So let's just go ahead and dig into some of these so you can see it for yourself. If I go inside my demo space here, you immediately notice that the look of ClickUp, even in the light mode, looks quite different. My space title is up here. I'm seeing my space views across the top and then I have my list and so on. The borders around each list become very, very subtle compared to what you're used to in 2.0, and we have a lot more options around collapsing. Those collapse buttons are right in your face, as opposed to in 2.0, where they're a lot more subtle and easy to miss. Our autosave save modal that we all love to hate is still here. Nothing's meaningfully changing on that, but with each layer of the hierarchy we now have more consistent information we can organize. You guys probably know in 2.0 that in lists we are able to have list descriptions, list colors, list assignees and dates. They don't really function very well for anything other than Sprints, but they are there. Well, in 3.0 we take all of those things that we liked about lists in 2.0 and we add them everywhere and make them more functional regardless of how you're operating, whether it's Agile, Waterfall or just getting your work done. What that looks like is in here we can now have different information attached to our spaces, folders and lists. Here you can see the menu that is very similar to what you see in 2.0 with the new addition of the Leave space button. This works a lot like Slack, where now rather than hiding spaces from your sidebar, which has always been an individual setting, we can now leave and join spaces in our sidebar. We can do this by clicking on View all spaces, locating the space we want to join, and joining that space. So you can see some of my ones here. If you want to learn more about my life and home project space, we actually have a video on that on the channel. But if I were to join it, it would then show up on my sidebar. Leaving and joining is a bit of a scary terminology, but do think of it just like Slack in that all this is doing is hiding it. It's not deleting anything or damaging anything about your account inside these lists here. Let's just go to this folder and give a peek on that. You'll notice that we now have some new areas to add information about our lists, so list info looks a little bit differently. Oh, not in this view apparently. Let's go inside here, see if it'll let me add it in. Come on, you can do it. List info. Oh, now I'm getting Back to the 2.0 list info. Hold on. Rookie mistake. Let me figure out where I'm supposed to be going on this one to get it to show up for you. Oh come on. Basically what we can do is we can take these list info and we should have the options to have our list statuses, our folder statuses, and so on. It was showing up when I was looking at it earlier this morning, but now I'm wondering if I might have buggered something. One thing I have found when it comes to the beta test of ClickUp 3.0 right now is that a lot of areas in our account at least feel like they are half in, half out. For example, if I switch back over to my other workspace, which I did right before the stream, my sidebar will stay in 3.0, but this will go to 2.0 and it keeps kind of half switching all around things. So right now I'm having a little bit of trouble getting this to show where we want it to show for you, but we'll keep experimenting in it. I'll come back to this one to make sure I'm not missing something. In the meantime, you do see inside the space and folder here, our buttons for creation have moved a little bit. We see new tasks in the normal spot we would expect, and we see some new options around tracking our statuses. Do you see this here? The kind of fractional progress bar on our statuses? That's pretty cool. Our multi select looks a little different and this button up here now says items instead of tasks. This allows us to again think more than just tasks when it comes to ClickUp and create those other objects as well right inside our hierarchy. If I go up here, There we go, there's the missing button I was missing. Expand header. Not sure how I ended up clicking that somewhere along the way, but hey, I'm a day or so into this new layout, using it daily, so mistakes happen. Up here is where the extra info was that I was trying to locate earlier on this header animation. Here, which is a little disorienting at first as it kind of lags behind as you scroll, is where you can store the extra information I was trying to get at earlier if my brain could keep up with me. Here is where we see the different info now. Again, strange thing that the 2.0 description is also there and this info is still there. I don't know if that's going to be be intentional or if that's a bug, but this description area is now attached to the space folders and lists. This gives you a general area to write an overview about any spot inside your hierarchy. This is going to be especially powerful for folks who are agency owners, service providers, property managers, anyone. Where your hierarchy represents your projects. If you're someone who's sitting there thinking wait, should my hierarchy represent my projects? We have a video on that too where we talk about my cheat sheet for building out the ClickUp hierarchy. For many of you, that will be the case for you and this feature should become your new best friend. Being able to write out descriptions could be a great place for you to add notes about your brand guides, attach documents, information about the property, the address, the property manager you're going to need the contact info for. Everything you could imagine putting in a document is now included in this description area. This overview area in the header of each layer of the hierarchy. This is Almost like having a document built in to your task hierarchy. All right, so looking at that over here to the right, we also have statuses. Now this might look familiar for some of you. If we go in here and add an edit, we can rename and alter these. All these statuses are our ways for us to add colors. You've already seen these by having folder, list and space colors in the past. But now, rather than just those list colors having meaningful value, you can add the same location statuses to all of your stuff. It is yet to be seen whether this will work with automations or work with reporting, which has been the big criticism at least from me when it comes to folder and list colors. But just having them can be nice to help you have some more defined meanings around your status for each location. Beyond that, your space, area, list, whatever can have an assignee as well a priority flag and those dates just like you're used to seeing for list colors or sorry, for list dates. That is kind of how the header works. I'm showing it on a space level here. If I go down to the folder and I actually click on the correct thing this time, we will also see it on the folder level once ClickUp catches up. While this loads, this might be a good time to say the infrastructure updates of ClickUp, the stuff that's going to speed up the performance is something we are still hearing is scheduled for this summer, Summer us Summer. So I think the last I saw was mid summer. So I'm thinking July, August of this year is when we've heard that the infrastructure changes are going to happen, which should help speed up some of these things that are still a little bit funky. Let me just do a full refresh. I might have just push ClickUp a bit too far on this one this morning and we'll keep going while we wait for this to refresh. Do you guys have any questions about the hierarchy structure and what we've built? I've got this backup on the screen. It's functioning properly now. You can notice how different it looks with the collapsed sidebar. Really, really transforms the whole look, makes it very minimal. And if I'm in here, you can now see that header area. If anyone like me is like, where's the header? Like I just did on this stream. This is a good time to call out the Expand header option which does not expand by default, but does click collapse by default when you scroll. I don't think there's anything else stand out about this. We have an expectation that very soon these overviews will also include cover images. Think about kind of like documents, how they have the COVID image. I'm expecting that to happen quite soon for overviews, but it's not currently here. Any other questions about this so far? Do a quick check. Got ClickUp behaving? So are there any other RTL compatibility added? I do not know what you mean by RTL right to left. Expand on that one a little bit and I can try my best to answer. But if I don't know the the meaning, I probably am not going to be the best source on that one. Are Whiteboards public share available? Good question. I'm not sure off the top of my head, but let's go ahead and give it a quick check. Cody so here we are. We're going to go back into whiteboards. We'll go on to our friends one here we'll check share and we have the ability, whoops, here we go. Share with anyone. This should in theory give us a sharing link. We'll see if it behaves, but it suggests this will be possible. Yep, there we go. I'm going to go ahead and disable that, but that should check out for you there. Any other questions on this phase? How many of you are happy with ClickUp versus how many of you would recommend that new users choose to invest in another platform? You can't ask a bunch of ClickUp users that we're all going to say we're along for the ride now. I think for folks that are using ClickUp it is worth checking out what 3.0 can do. It's worth it, right? Like you're there already. Don't switch just because of what creates could be but ultimately 77 plastic surgery or anyone else, the tools should be serving your workflows. So if you need a different tool because your workflows require more database features or formulas, or just go ahead, you know, switch to the tool that works for you. We shouldn't be treating our software companies like, you know, fashion brands that we need to become addicted to. Obviously that's not my forte anyway. But we need to find the best tool for our business and for our processes and we can't get too attached to anyone because ultimately it's a tool, it's a toolbox. This isn't, you know, we don't need to be a cult, right? So find the tool that works best for you. And anyone who wants to share your experiences, please do so in the chat. But I don't think you should make the decision to invest or divest based on Other people's opinions, listen to your team, know your business and make the right choice for you. If you're stuck on ClickUp and you know whether it's the right fit, we've got some videos on that on the channel. Alrighty, moving on. We've got another dead end on this one, so let's just go back to documents here and let's keep on moving. Dashboards, we're going to check that out. Whiteboards we've talked about already and we've talked about these hierarchy pieces. Looking at the Sprint settings, this is one that's actually, I believe, also in 2.0, but the sprint lists have been upgraded a little bit and when we look at the location overview, as I showed you earlier once it actually showed up for me because of user error, we have those new header options here to keep you organized. Really great for folks who use their hierarchy for projects. Quick check on the chat. I see that Anna highlights that you can project manage with a pencil and paper if that's what works. Amen. I'm not religious, Anna, but I might be for that phrase because that is exactly what we need to get behind the tool. Doesn't matter, it's your processes that do. All right, if there's any other questions, please do type them in the chat. Otherwise we're going to move on to tasks the one of the more exciting and more close to home features that have really, really changed in 3.0. So let's go in to our ClickUp account here. We're going to give up on this view because I think ClickUp's given up on us a little bit there and we're going to go inside our sample space and look at some of the tasks we have in here. In this case, I'm going to go inside my list called list, which is blocked by my big old head. So we'll move that out of the way, we'll let this load for a second and we're going to go inside a task itself. Before we do that or while we wait, let me pop over to the new task area and show you what this modal looks like. Notice that this new task option allows you to have two different options. Adding tasks from another list, making multitask really easy, and creating a task, meaning creating a new one from scratch using that kind of command center central modal. No longer do we have that bottom right modal that we're all used to seeing for task creation. It's gone, goodbye, gone forever. Instead we've got these ones built in that Use that center modal option. And we have this new item button up at the top which again opens in the command center area inside this list, which I think I'm now going to just give up and refresh on. I don't want to blame ClickUp for this by the way. It might just be because I'm streaming and my computer is is sad at me. So don't blame ClickUp for these slowdowns. When we're back in here, we're going to go ahead and create a task called Task and we're going to go inside and peek around. This is the new look for ClickUp tasks. Bam. Let me get my head out of the way because I promise I'm not going to be on every task you have. Here is what we are looking at. On the left hand side of the task we see the familiar information we're used to seeing. First here we have task name. Then we have our status. We have assigned to. We have a description. And up at the top of the task we have the options that used to span the entire modal. Things like our due dates show up right here where I can add these in. We've got our priority flags. We've got time tracking which you can just click on once to start ticking. We have time estimates where you can type it right in. We have Sprint points if you have those enabled and any other enabled features you have in here such as tags. Here we also have the option to add a cover image directly. Notice this is a big difference than what we see currently. Currently when you want to have a cover image for your task, it's called a pinned attachment or a pinned image. You attach an image. Once it's attached, you scroll all the way down to the attachments area and click the little pin. With ClickUp 3.0 this is now changed. We can now have covers set just like you can for documents. Let's go ahead and put something pretty on there and reposition it so we can see what the heck the scene is. And there we go. Great for if you want to upload again those brand guidelines or things if your projects are at the task level, or should I start saying item level, you'll see below the task name we have all of our standard fields showing up here. We have our description which is collapsible and then we have our second class citizens which are our custom fields. One thing that is a little tricky about 3.0 right now is how separate these custom fields are from your standard fields. There has always been this divide in ClickUp. But I do think this is something we're going to have to keep a closer eye on in the future when it comes to our team. Our team are are coming into a task to find information and right now there are multiple levels that they need to check in order to find the information they need. So standard fields up at the top, quite spacious for better or worse. And then we have custom fields here where we can add in our normal statuses fields, whatever you have, as well as add new fields from this custom field manager here. You can also make your custom field manager full screen and search through them if you have a lot of fields, which can be great for folks who are using intake forms and have a lot of data tracked in structured ways. Below this we have the subtasks area where we can add subtasks and sub subtasks and sub, sub, sub and so on and so forth. For folks who don't know, you've still got those seven layers of subtasks that you might expect. One thing that is still nice about the 3.0 update is that we now have collapsible toggles still there and the tab to indent in still works perfectly. No major changes when it comes to these subtasks and that includes some changes we would hope to see, but are not quite there yet. Just for clarity here for a moment, I'm going to go ahead and number these because I want to demonstrate to you one thing that has not changed but may be valuable for some of you to see in the future. And so if that is you, I want you to be aware of it. Subtask layer 4 Here, if we go inside that, we open up the record, we can see the subtask 4 up at the top and we can see the list name. And if we scroll up, we can see that There is a subtask 3 above it. You see how that kind of changes as we scroll down. Bit of a delay, which is a little disorienting, but it's fine, it's there and it's nice. What we do not see are breadcrumbs. I know this is a really requested feature, especially from my team here at ProcessDriven. I mean, some of them even this week were like, I can't stand these nested subtasks anymore because you lose that context. That has not changed in 3.0, but we can imagine how easy it would be to change it. Right now we have some great breadcrumbs which is quite, quite new inside the task modal here showing our location in the hierarchy. But our hierarchy of subtasks still remains quite basic. We only see one layer above and or the parent task name which isn't really going to be that helpful. We still don't see the layers 2 layers 3. We have to just keep clicking up and up and up to find them, which is not ideal. Ideally we'll see breadcrumbs not there yet in this version. Sorry for those of you who need it. What is nice though is our subtasks have an automatic progress tracker built right in. No need for an extra field. If I go ahead and add a subtask to and I mark when closed, we can see the automatic progress tracking right here at 50%. We can also collapse these sections. Y' all know how much I love my toggles. These toggleable sections are fantastic and the to do complete breakdown here is a nice reminder of what's up so you can give them a click and see just what you need to see. Below the subtasks area we have checklists. Not a lot of behavioral changes on checklists. Same kind of stuff you're used to seeing, but the structure is a lot nicer. Rather than having that gray on gray or white on white kind of section for checklists that's quite hard to see. We have this kind of grid with a rounded corners box to really let you know that you are looking at a checklist and that there's something you can add here. I think Asana users in particular are going to really enjoy this. I thought it was a nice upgrade, but nothing in terms of behavioral changes to these checklist items. Still have used template with mixed capitalization. And there we go. Attachments are working just the same here on the bottom and activity on the right hand side has not really changed. You do have a notifications watcher here which is a little bit different and worth noting. So this is replacing the typical watching feature. The creepy little eyeball in the corner that's gone. Yeah, there's probably still going to be creepy eyeballs, but not on the interface this time. So instead we've got Watch and Unwatch and the ability to add people from this. That is our new watchers area. Over to the right we have a filter just like you're used to seeing now. And that's when we get into the interesting stuff. Over here on the right hand side we have our relationships and additional information. This becomes kind of like a collapsible side menu to add bonus features. So in this case I think I have a partially set up harvest integration and we would also have our relationship show up here if we had any set up. So let's just go ahead and create a custom relationship and we could create this right here, link it to anything in my workspace and create it on the side. Unlike in ClickUp 2.0, where our relationships will show up either in the legacy format below here, where we'll see dependencies with big call outs, or at the bottom in 3.0 our relationships are going to show up on the side, which is a little bit of a shift for people who are used to seeing them all connected. All of your relational data is on that right hand side. So if you're coming into a task and trying to figure out what you need to do, you're going to want to head over to this right sidebar to find the relevant relationship and fill it in. When you have relationships, you can see them all in a nice compact list, but you have to go over and look at them. They are no longer kind of side by side with your custom fields, which might tell us something about where ClickUp is heading in the future. Beyond that. Oh, layout. I should speak to that a little bit. ClickUp's layouts simplified when it comes to our sidebar, but when it comes to tasks, they have become a little bit more complex. We now have three different options for how our tasks can look. In ClickUp 3.0 we've got default, which is the modal you're used to seeing. We have full screen, which will make all of our notion users very happy. And we have sidebar, which for Anyone who's using SmartSuite or Monday or Asana, like you're going to feel right at home with this one. This is a right sidebar where over here on the left hand side we have the hierarchy, we have the location right here and then our task becomes this expandable sidebar on the right side. When you have your task open like this or in any layout really do notice how we have some new options up at the top for tracking the id and the status looks a little bit different between these as well. But that is that we've got our. Yeah, that's our task layout. I'll make sure click up or Layla from the past year doesn't have anything else she wants to let you know about. Backlinks all the same new look. Obviously a big improvement, big change for some. Oh a watch out for yes, if you have any beginner users in your account. Even though we don't have sidebar layouts to worry about, we do want to Talk about those task layouts. What I just showed you could be extremely disorienting for a new user who is trying to follow along with your with your test. They're opening tasks and it shows this sidebar right now there is not the gradient we're used to seeing seeing on all other tools where in other tools when your sidebar is expanded this becomes kind of grayed out or darker. That does not happen in ClickUp. It just kind of pops out like a right toaster and that can be a little disorienting, especially if you are training them in a different sidebar layout. For anyone who is doing team training and not having process driven do it for you, make sure you include sidebar conversations, excuse me, task modal conversations into your training. Okay? Probably goes without saying, but can't be hurt to remind you. All right, any questions on this front so far? I imagine there might be quite a few on the task modal piece. I know I talk fast by the way, for folks who are not comfortable listening at the pace I speak. I am sorry. Do know there's a little settings gear in the bottom of YouTube. You can slow me down into slow mo, but I promise this is me trying to talk slow. All right. Can we make the areas smaller or bigger like we want them to our liking? Yeah, let me show you around on that a little bit. The answer is yes and no. So when you're inside say this task, you can still resize the two sidebars to a degree, maxing out at 2/3 1/3. Same with the other layouts here. Sidebar itself can resize up to 50% so it can either be a quarter or 50%. The sections going vertically you cannot resize. However, you can collapse and expand expand them and yeah, that's probably about the extent of it. Maggie asked, do you know if you if you still become a watcher automatically when making any changes to a task, it seems like they've made it harder to stop watching things. I haven't noticed any changes on that front. Maggie, the settings area inside your ClickUp account, your notifications and so on have not changed at all. So if they are going to change that behavior, I would expect some pretty loud announcements about that. As of right now, I haven't noticed any changes and I haven't seen any changes in settings or in using the tool so far. It's definitely become harder to stop watching things. So you might actually be onto something in that it wouldn't be unreasonable to expect some new settings in notifications to help us cut back on watchers. Overall, it's a good idea. Kia asks, can you clarify which features will apply to the different plans? Kia if I knew, I would share Right now, everything that I'm showing you is inside our Enterprise account that ClickUp has so graciously shared with us, showing us the full demo of 3.0. From what I have gathered so far, our plans and permissions in ClickUp 3.0 should not be changing because 3.0 is primarily an interface update. It's the Notion update. It's looking sexier and slicker and going to perform faster. This should not have any changes in your experience on your plan. So for example, if your plan includes forms, you're going to get the forms in 3.0. If your plan includes lists, which hint every plan does, you're going to get the new lists. I don't think there's going to be a real difference in terms of plans and permissions at this point. However, it wouldn't be shocking if ClickUp changed their pricing tiers down the line, given all this new work, but I don't have any insights or any reason to think things would be meaningfully changing. Stephanie says in task 3.0 is there a way to keep a default set of columns for subtasks within the parent task? Ooh, interesting. Let's go check on what you're talking about here. Stephanie so if we go inside this task, I'm going to go full screen because you know, we're just going to serve the Notion audience today. We're going to go inside here. If we have these subtasks in place and we open them up, they default to having any custom fields that are pinned or required, so they're always there, but otherwise they default to blank on these other variables. ClickUp made the choice in 3.0 that all standard fields will be available up at the top but collapsed by default. So if you want to make sure that these columns I'm assuming that's what you're talking about here, correct me if I'm wrong, but these columns will only be visible if you have value set or if they're required in some way. So if you want to make sure that all of your subtasks have the priority field visible, you might want to have a baked in default value of low for all new tasks created and that'll make sure that column is there. If I misunderstood your question though, please clarify because I think that probably could have gone a few ways and I might just be on the wrong one. Any other questions? Victor Victor de la Cruz how do tables look? Does it have a Monday like appearance like table groups? Oh great question Victor. Let's go pop over to some views and show you those. And by the way, Victor is like leading the charge here. If any of you have questions or things you want to see, my ClickUp is your ClickUp for the day. So I'm happy to show you anything that we've got going on here. So inside our view options no new views have been released at this point in time, even though I think we all kind of heard in level up that there is going to be some kind of notiony view coming. But let's go what was it? Question went away. Table view I think table view. So we're going to go ahead and add a table view in here to show you what it looks like. The behavior at this point looks very similar to 2.0, so not board like in any way. If you want a board like view right now you're probably still going to be looking at the board layout in ClickUp which you know it's great like it's not exactly matching the interface of the tool that they have right now. So I wouldn't be surprised if this changed. I mean we still see those drop shadows and things that kind of are an ode to the old ClickUp. But right now no major changes on the views in 3.0 except for the one that you've already all seen which is that team is now box view. They renamed that one view but no other. Sorry I hit my microphone. No other major changes that I have seen Victor when it comes to table views. Yeah Javid asks hi everyone, Monday user here. No I'm kidding. You're welcome to the party. Main reason for ClickUp GCAL two way sync issues are those resolved for this update? I'm not sure which issues you are referring to when it comes to the two way sync. Yeah, I haven't seen any integrations updates about debugging on that front, but if they were happening they wouldn't be happening likely in this release. 3.0 is largely interface and big impressive shiny awesome features and looks debugging on things like maybe a two way sync issue would be showing up in the bug fixes that are released every week. It might have already been resolved by now. Not sure but that would be the place to check for an up to date info on debugging. Check out clickups canny where you can see their bug list and get alerted when things change. Lonnie asks are the subtasks showing in the left side of the task. Like docs Now I'm not sure. Let's go look. Let's find out together, folks. Uh, we'll pop in over here. All right, so we've got our subtasks showing in the left side. Let's check. So we're over here. We open this up in terms of left sidebar. Our options are to see. Yes, those subtasks like pages right here. It's kind of funny though, because they also show down here and in here they show them with layers. But we do have that left sidebar like document pages. This is again, kind of how ClickUp is making everything like itself. These objects, anything that aren't tasks, are kind of merging all together, which will be interesting to see what it comes in the future. Do you notice the the function on. On these. The sidebar is not quite there yet. Quite slow and definitely not something I've been making a habit of using yet, but good thing to know. Subtask sidebar. I actually never noticed that name of it till right now. Any other questions on this phase? Stephanie asks, in the subtask section within the task, you can add custom fields. Is there a way to make it default through the space? Ah, yes. Okay. So not, not. Not in any way that's different than 2.0. Stephanie, you do have the option in our list here to have some list settings, I believe, where we can set a default task template for the entire list, which my face is blocking and so is your question. Hide those for a second. Here you can see default task template. That will be the closest, but that is the exact same as 2.0. If you want subtask values to have certain defaults or to line up with the parent task, there's been no functional improvement. It's the same thing. Doesn't mean it might not be just around the corner. But again, with this being more of an interface update, those kinds of functional changes, not seeing too many of them here. All right, I'm going to keep moving on then. Oh, after this. One more question. Nope, never mind. Oh, it sounds like there's one more I'm seeing. I'm getting a finger. Okay, not that finger. This finger. Rainy Renee asks. I'm not sure. Rain asks, how are you hiding the left sidebar? Or is it only some screens and views? It takes up so much real estate. Good question. Let's pop over here. I'm going to go back to my workspace. This left sidebar is Two things can be adjusted. First, it can be collapsed like this. Just dragged around and also it can be collapsed with the Q command just like it can in 2.0. When it's collapsed it's actually super sleek and for folks that are used to the I believe it's the modern layout, they're probably going to find this pretty similar. Rain, Sorry, I wasn't sure where one name ended and the other or began because It's. You know, YouTube handles are funny. Sorry Rain, thank you for the question though, and I hope that answers your question. Alrighty, let's keep moving here. I told you this would be long. Let's go to Settings. When it comes to Settings, there are no major changes yet except for those that you are already seeing in 2.0, like the new guest rules and so on. If you have any questions around guest permissions, please do contact ClickUp directly. They can help you debug your account or figure it out and Expected future updates we do expect some major changes to integrations and apps I From what they said at Level up and from what you guys have probably heard as well, this seems like it's going to be very close. But it is not here in the 3.0 that we know and love already today, Apps and integration management inside of Settings is the exact same. However, ClickUp has told us that an app center, some kind of management hub for your integrations, is coming soon. It is not here yet though. This should be one place where you can manage all of your connections to outside tools, which will eventually feed into that universal search and will allow you to manage all of your connection points. Maybe for just yourself or maybe for your whole team. We don't yet know. All we have are the same mock ups that you've all seen when it comes to Level Up. And as we've talked about here on the channel, I'm trying my darndest to not just regurgitate the marketing stuff. So until that's here, we'll stay optimistic on that. Next up top navigation. Let's talk about that. Up here at the very top of ClickUp you've got your ClickUp logo or your white labeled logo. Right here you've got a search bar that is the same functionality as it is now, but slightly more prominent. And you've got these guys. These guys are the replacement of what you know and love. In the bottom right corner of your 2.0 ClickUp account. You'll notice that there are some new options here as well that are not there. In 2.0. We have the ability to quickly see tasks, go to our calendar, track time we can pin our notepad, we can pin all sorts of icons here up at the top, and we can even pin people. These different pinnable options create these buttons up at the top, which just save you one click should you need to use them. However, if you are someone who is a savvy ClickUp user, odds are you're not really using your mouse too much anyway. You're using hotkeys. Hotkeys have not changed, so keep using those. But these are our new buttons to do quick actions such as track time, open your task list for the day, or view who you have inside your workspace. If I click on people right here, you can see some of the people's information, and if I go over here, you can see again all of those other options for quick actions. The new button does say new items, which we've already talked about, and we can create them here. One call out I will make, which I'm not yet sure is a bug or a feature choice, is the fact that this creation modal wizard thing here does not feed into your tray. This was a big red alert bug issue for me. Not sure again if it's intentional or not, but the tray, the unloved step cousin down here in the corner, is still here in ClickUp. It's the only thing that's left in the bottom right corner. It can be pinned across the bottom I believe as well. But when you go to create tasks in this new command center and you draft the task but do not create it, currently in 2.0 it goes to your tray and you can finish the draft later in 3.0. No, if you don't finish that task, it is gone. And that is a real headache. And one of the things that we're still not sure if it's a bug or a feature in the new version, some funkiness about the creation, but otherwise, there we go. That is the top nav bar and the customization that's there. You'll notice your profile is up here in the right now and your workspace settings are over here on the left. Nothing really is in the bottom that you need to worry about anymore. Oh, and some warnings on this one. Again, not sure if it's bugs or features yet. There is now no visual indicator around time tracking. So if you're someone who uses the native time tracker, please be careful. In 3.0, you will have no idea whether time is being tracked or not. This icon stays the same no matter what is happening. Similarly, Clip is having a little bit of issues in 3.0 it will start, but it may not stop. And so just. Just some funkiness you can always expect when you have a new release. So that is top navigation. I've got a few more things to go on. If there's anything pressing, Carly, we can pull it up here for a quick question break. Otherwise, I'll move on to new features. Franklin, is it now possible to filter tasks by relationship custom field? Oh, that's a good question. I haven't tested it. I have no reason to believe it would be, but I'm an optimist, so let's just pretend. Give me a second here and I'll build a quick relationship so we can check this out ourselves. We'll do a relationship field test relationship and I will create it quickly here on the fly. All right, we've got it created, We've got our test relationship, and apparently the tasks aren't showing up, so let's just create one. There we go. We've got our task. We've got it connected to a subtask, which is nice. That hasn't always functioned properly in the current version of ClickUp. If we group by custom field. No, we do not yet have our relationships. If we filter by custom field, I believe we might. Nope. Also do not. Can we sort by it, maybe? No, we cannot. All right. Nope. Franklin, the answer is no. Although I appreciate you asking, because that means you're even more of an optimist than I am. Any other questions here for folks in the chat about how we have this stuff going before we move on into features? No. Once, twice. Sold. Okay, awesome. I'm getting thumbs up. Let's keep going. So concise. I should say that that feature I just showed you on the top nav is now called Tools. That's a bit of a shift. And one thing I did not tell you, which I should have, let me just go back and fix this, is that there is now a chat feature built in. This allows you to basically send those delegated reminders. It's the same functionality as 2.0, it just has a nice button with it. So if you delegate reminders in 2.0, congratulations, they're now called chat and 3.0. And I think this area is going to really blow up in the future and become more of a real time messenger between people for private DMs not there yet, but that is a cool little release to see in the 3.0 update. But again, you don't have to wait if you don't have 3.0, you can still do that today. Just use your reminders. Next up, new features. This one you have all probably heard about. You either love it, hate it, or love to hate it. ClickUp AI is here. ClickUp AI is a feature you've probably seen as I've just been clicking around today. It shows up pretty much everywhere in the interface. But of course, if I'm looking for it, it might hide. Here we go. Use AI tools. ClickUp AI allows you to take information in your ClickUp account, combine it with the power of ChatGPT, and do things for yourself. If you're someone who thinks AI is going to take over the world, this is only going to reinforce that. However, this can be a nice way to consolidate information, review information, and write messages in a more effective way. The gotcha that many of you are already aware of with ClickUp 3 Point or Sorry, with ClickUp's AI tools is the pricing. This is an elephant in the room that you're all probably quite familiar with. But despite this cool little AI feature, the pricing of ClickUp AI is per user. That doesn't sound crazy, right? But it's per user for all users. So if you have a 50 person team, one person wants AI, you have to turn it on for all 50 and pay for all 50 right now. That might change in the future. Maybe it's changed today, but that's the reality of the ClickUp AI release, which is available in 2.0. It's more prominent in 3.0 just because I think they were kind of designed together. But you already have access to this feature. You can play with it yourself. If you're someone who's like, I don't want to spend 60 bucks on AI, don't just use ChatGPT in another tab if you want AI, or just hold off because this is technologies only become more accessible. Yes, ChatGPT is free, so unless you need that convenience and ClickUp, it might be something to hold off on unless you have the budget for it right now. Moving on, Chat. Oh, AI. I've already mentioned the pricing things to watch out for. Let's go on to Views. One thing beyond what we already talked about with Views, which are mostly unchanged, is that we have some new looks and forms now have conditional logic. This is something that is available, I believe, in 2.0 right now. So let's go in and we'll give it a look. Here we have our form. I've actually not played with the conditional logic feature, which is fun. So let's figure this out together, folks. We've got a form View here with a broken image which is cool. Below here we've got our different form questions which we can drag in. Looks like we've got a little bit of funkiness happening in terms of the load of this because there are questions here, but they're not loading. That's okay, we'll. We'll give it some hope. And inside here we should see some options to adjust these fields. Right now none of my fields are properly loading, so we might just give ClickUp a quick refresh on this and then we'll pop back in. But yes, thank you for clarifying Anna. It is available in 2.0. Thank you. So if anyone is looking to explore those conditional field logic, you can check that out in your account. If I can get this one to reload. Ah, there it is. Now it's there again. We should see some of those features here as well. Overall, the form builder has just kind of changed in look, so we have kind of a different aesthetic through it. We've got the same button, we're used to the same responses. No functionality differences really. And yeah, forms are forms. There they go. If you want to add conditional logic or other rules into your account, you can check out whether your plan allows it by checking the pricing page or contacting ClickUp support and digging into it in further detail. Beyond that, the views just look a little different. Especially the top pill area here is quite different. You can see your filters are now collapsed inside this pill. The group here, same content but different button and so on. All of these options can now be hidden to make things very sleek. So for whoever asked before about that left sidebar, you also have the ability to collapse other information like this, making it a lot more user friendly. As long as you can remember where all the damn expansion points are are which me it depends on the day whether or not I can remember where they are. Notice here on list settings we do have some new options as well. So we've got our view options now has this kind of sidebar area. If I go back we can see our name of the list right here. Subtasks are collapsing. Options are even more hidden. Please be careful with this guys. Already folks have issues understanding how to navigate sub subtasks. The fact that this subtask setting is even more hidden is only going to make that worse. So please train your users to look for subtask options and just think about them from the setup stage. Below that we've got our our usual things. We're used to seeing filters, search and so on all showing up Here. And yeah, nothing major in terms of behavior changing on these views here. Still can resize, still can reset field width. Actually, that one might be a little bit new. Not sure about that one. And we still got the same collapse and multi select bulk toolbar all the same. All right, moving on to beyond views here, we've got Trey. Let's go to Trey. Really not too much to talk about here other than it is still here. Like I said, it's the only thing that's left in your bottom right corner. I know this is probably a bit small, but you hopefully can see my flashing. Well, you can't see the flashing, but you can see my shaking cursor in the bottom right. Tray is still there. It still works the same way. It's just harder to get things in and out of it because you cannot quickly add things from notifications. You need to open up those tasks, locate the options in the navigation area up here and minimize that task. That's how you can add it into tray. Don't ask me why it's minimized half the time. Tray the other half of the time. That's a conversation for another day. I already talked about the bug or maybe intended behavior. Not sure on the drafting issue. Leave it to say, I think Trey is going to be seeing a lot of change in the times to come. Next up, little features. So little features and things to watch for is that the team view has been renamed. That's the same as 2.0. There are new banner colors in 3.0, which I think is also available in 2.0. Here we go. New banner colors. If you like these kind of formatting options. The default task template, which is also available in 2.0, is more prominent in 3.0. And statuses now look beautiful like the new look a lot. If we go back to our overall list here and we look at that activity we have inside our area. If I go into one of these that has some content in it, we can see if I add the task that our statuses can go to complete and closed. We can also have them move through the progress. I wish I had one of these with the multiple statuses. There we go. You can see the progress here. It goes from 25 to 50% to 75% to 100% automatically showing you progress based on the number of statuses you have. You can choose the colors for those statuses, but you cannot change the actual percentages, if that makes sense. It's all just proportional right now. All right, so that is little features. Wow. To the end. It's amazing. I would say this is a short stream, but it's me, so it definitely isn't what Hasn't Changed let's do a quick review of what hasn't changed. For folks who are worried I want to do something kind of sassy right now just because I'm reminded in the moment. One thing that hasn't changed is the visibility issues. So you'll notice I keep zooming in on my screen when I'm trying to share with you guys here on YouTube or wherever you're watching from. That hasn't changed. ClickUp has always been a very small, small font, tight, finer details kind of tool, much like Notion, and that has only become more of a double down in this new redesign. For folks who we call ourselves with old eyes or just bad eyes or who prefer things that are more in your face, this has only gotten worse in 3.0. Definitely a lot more. Finer details, better contrast, but not as easy to see in some ways. Beyond that, your information hasn't changed. If you flip over to 3.0, all of your information is there. I know we have a lot of folks probably on this feed, and for folks who have, you know, worked with us at ProcessDriven who are scared of systemizing their business or don't want to build out that new formula yet because they're afraid of 3.0 and what it's going to do, well, here's a news flash. Nothing. It's not going to do anything. 3.0 changes how the tool looks and unless there is some kind of catastrophe, it will not do anything to your data itself. Getting your SOPs in order in 2.0 is fantastic. When you flip over to 3.0 with one click, it's all still there. It just looks a bit different. So don't let your information be held up by needing to wait for 3.0. Next thing that's not changing is pricing and tiers. I know we had a question about that. As of right now, no information has suggested that the pricing or options of ClickUp 3.0 is going to change. Next up the hierarchy, there have been rumors and there's been updates on canny about subfolders coming super, super soon. But they're not here yet. So your hierarchy is not really changing in ClickUp 3.0. You just have a bit more information to expand and some more Document Area Pulse Goals Favorites Tray all of these features are not really changing in 3.0. If you love these features, congrats. If you hate these features, well it's not any worse than it was before. Bulk Action Toolbar is also in that boat. And your process, of course I have to mention this. If you have a awesome workflow that's working well in ClickUp 2.0, all that's going to happen is it's going to look better, perform faster, and be nicer to work in in 3.0. So do not hesitate getting your stuff set up in 2.0 while you wait. I know many of you, like me, were probably really disappointed with the 3.0 everything right? Waiting since last June for it to be in November, but then it to be in February for the net to be in May and you know, we're many of us are still waiting. Right, I get it. But at the same time we want to have a tool that's stable, right? So what we have today, I wouldn't wish this on your team. My team doesn't even want to be using this in some ways because there are so many bugs and quirks. Let's let ClickUp get this beautiful perfect functioning great. And then let's use it. But in the meantime, let's not hold ourselves back. Let's not prevent ourselves from taking on new clients. Let's not prevent ourselves from building new systems. Everything you built, all of your processes will transfer seamlessly to 3.0 in a second. So keep moving forward. I know it's frustrating, I share that concern. But it's coming and one step at a time. Don't let your part of the journey though your process that ClickUp needs you to give it be held up for no reason. You still have plenty to work on, even if we're waiting on ClickUp on some things. So final thoughts before we go into some questions here. Overall, like I said before, I would call this the Notion release. It is a look release for folks who love Notion. Congrats for folks who hate the look of Notion like me. Some days eh, it's not the best, but it is very much in that aesthetic. Overall, the context switching that was a real challenge for new users in ClickUp has greatly improved with this new design. With sidebars and the way things are layered, it's a lot easier to tell where you are in most layouts as long as you're not in full screen. However, we still have some issues in ClickUp 3.0 with visibility around buttons and options, especially ones that you need to be able to find easily, but are a little bit still tucked away. That's always going to be a challenge with a tool as powerful as ClickUp, but it something to be aware of in 3.0 that it's not entirely cured, especially with the new way relationships are handled. Might trip up some of your new users even more so than the current one. Finally, yeah, as I said before, let's all give ClickUp some grace on their timeline here. I know we, like many of you guys have been like, yeah, no, yeah, no waiting on this to be here. What we have right now is the early release of 3.0. It's why we're sharing it here today. If I can answer any questions for you in the Q and A section here to come, I'd be happy to. But this tool right now, this 3.0 is not yet ready for everybody. And let's respect ClickUp trying their darndest to give us a high quality product and give them some time. All right? Great things take time. We don't want to have something like this released to our team that causes chaos. It's done enough for our team, even in the version it has been to cause chaos. And so let's give them some grace and let's keep an eye out for 3.0. For folks who might be wondering, 3.0 is intended right now to release to the broader user base in summer. Us summer, which means typically June through August this year. I don't have any more details than that, but you can probably pester ClickUp and they will also tell you they don't have any more details than that, but maybe they do. So that's kind of the current lay of the land. I'm going to just flip this up on the screen and have Carly grab any questions you guys might have as we wrap up here. I should say ClickUp has been incredibly gracious in letting us look at 3.0 before it is live. We've been asking for a while, I'm sure many people have, and they finally allowed some users here access to show you guys what's up. We're so, so grateful for this, but it's only possible because folks like you tell ClickUp, hey, we want that. It's valuable to us. It helps us as ClickUp users. If you would like to see more early release previews like this, please help us get that access by letting ClickUp know. Okay, my little ask for you. Feel free to leave a comment on this video letting them know why that would be helpful to you so we can do more like these, but with that. Questions, any questions? Any anything you want us to check out here? Any details I missed? Can you Compare changes to SmartSuite yeah, I think ClickUp's taken a step closer to SmartSuite in this migration because they are really taking objects seriously non tasks they're really starting to take steps in that direction. However, I really think if anything ClickUp is a lot coming is coming a lot closer to notion in this release than they are with SmartSuite. The real differences right now are slightly still that ClickUp is in this just interface update. Mainly it's still a project management tool and so we haven't seen those meaningful changes to the database features that would push it closer to the SmartSuite side of the spectrum. They are both so different tools on opposite sides of database versus Task and in this release ClickUp did not take any steps in the database direction, but their interface would open them up to be able to do that in the future if they wanted to. I think before we say any steps could closer to that we want to be looking for things like updates to I can't speak updates to relationships the way those are handled, formulas, reporting dashboards when we see functional upgrades Yobi maybe we'll say yeah, they're getting closer to that middle of the run, but at this point I think they're both owning very different parts of the market. I love them both. They're both great tools, just like Notion. For all the hate I put into Notion, I mean I really like that tool too for what it is. Kara asks do you recommend using Zapier for Automations over ClickUp Automations? It depends. If it's just you and you're comfortable using Zapier and you're already paying for it. Yeah, for the same thing, you're going to get greater reliability reporting and auditing from zapier than you would from the native Automations. However, if you don't want to pay for Zapier or if you want the convenience of easy editing, I would use the ClickUp ones. Currently there are some pretty pesky ClickUp bugs around Automations, but I think so much of that is going to be wrangled through this inner infrastructure update this summer that if you don't have Zapier and you want an easy entry point to automating, ClickUp Automations are a great thing to incorporate into your workflow. Any other questions? Erica asks Can I have a task reopen if the client responds to my email sent from Click ClickUp? Yes, you should be able to do that. So you would just make sure that there's kind of some ways to do it. This is where you'd probably want to do what we just talked about and go into zapier or make or something else. I don't think the ClickUp automations will have a trigger for comment responded but those third party tools should. And what you'd want to set up is when so and so is received and status is closed, then change status to open. Alternatively, you could do this a bit manually Erica which might be worth it for this kind of simple use case. And whenever you get notified that there's an email response, your project manager knows human wise just to reopen it. That notification comes through either way. So if you can save yourself some work and not have to set up the automation, it might not be worth the time anyway. Then you could go that route as well. Any other questions Herman asks Can you force the flow of statuses? For example, can you not skip second stage in status? Yes, that's not going to be a 3.0 change. The way you would do that is through an enforcement automation. It's not like a rule in ClickUp. ClickUp's not opinionated enough to say force you to go this way, but we can be that way. So if you check out our video on the channel about the I think it's like the nine most common automations every small business owner needs. It's called something like that. That video breaks down Enforcement versus Management automations. Herman to make this possible, you'd want to create an enforcement automation that requires folks that if they don't do what you want, it yells at them or undoes it or does it for them. So yeah, it's an automation Justine asked quick question about embeds from OneDrive within a task for paid Microsoft 365 accounts I cannot embed a file to be edited within a task. Is it possible that it is restricted by a ClickUp plan? So it shouldn't be? Now, I don't know of any ClickUp plans that restrict the quality of embedding. Most often your limitations around how customizable an embed is is either the tool itself. So in this case your other OneDrive embeds do they they work properly? If not, it might just be a OneDrive and ClickUp thing, or it could be the restrictions on the actual thing. In Microsoft 365 maybe you have View Only permissions.