ClickUp for Personal Use ~ FAQs

Hello. Hello, and welcome back to another live stream here in the YouTube channel and on the Facebook, in the Facebook group on the YouTube channel, you know what I mean? Today we're going to be talking all about personal use of ClickUp. And just to get us started, we're going to do the courtesy, you know, sound and audio check. So if you're watching, if you're one of the first people on here, celebrate that by giving me a comment. Just letting me know you're having everything working well for you in terms of hearing and being able to see the stuff that I'm going to be showing on the screen here today. Uh, as usual, we're gonna be going inside ClickUp for our tour today. I have about 20 questions queued up already for how we're going to be talking through using ClickUp for personal use. But if you are joining us live, as always, you get kind of a special perk here where you can actually contribute your questions as well. So I have some designated breaks in here because I found that sometimes on these live streams we're just. I'm talking too fast at my layla 2 times speed. So I. I have some breaks in here. I want to hear from you guys. So as you start coming in here, okay? Mark saying it's good. Lay is saying it's good. Good, awesome. I'm glad you're all coming here. As we're going through today, please do contribute your questions. I may not answer them in that moment, but I will answer them at each of the breaks we have throughout this live stream. Honestly, I'll probably also answer them throughout the moment because I'm glad to have you guys here and to, you know, answer what comes up for you because it's hard for me to sometimes anticipate what is on your mind, but if I can, that's always a good place to be. So let me just make sure that we've got our screen sharing and we've got all that stuff going. All right, so you should now see a wonderful ClickUp screen. I've got it in dark mode. Hopefully that's good for everyone's visibility. And we're just going to dive right in with some questions about how to use ClickUp for personal use. We've got our first segment of six questions and as I go through here, chime in with your own. Ask your questions. And if at any point we go through this, you want to hear a demo of them, I'll give you a little bit of info on how you can actually ask for that demo. So here's our tour for today. Just to give you an overview of. We've got a lot of questions in the queue for what we're going to work through today. These are questions I've seen in our free Facebook group, in the Clickappers Facebook group on YouTube comments, you guys, if you have been actively engaged on the YouTube channel or in the Facebook group, you might just see your question hopefully perfectly redacted, but your question might be featured here today. So this is the stuff that's coming up. I just want to start off with the welcome information. We got a lot of stuff coming. If you're able to hear, please do the same thing that Mark and Lay did. And it sounds like we're looking good on YouTube. I'm waiting to hear from you guys on Facebook. Are you still being able to hear and see all that good stuff? Let me know in the comments. As we go through today, you are going to be the one deciding whether we go deeper on a topic. So there's obviously a lot of possibilities for what we could talk about with ClickUp for personal use, but I do not have time, even in a full day, even in a full week to give you a demo, a visual of each and every one of these questions. This is basically going to be like 30 YouTube videos in hopefully about one hour. So to determine where we go deep and what we illustrate with an actual use case, we build it out together. I'm looking to you guys who are joining me live. So in the live chat comments, whether it's on Facebook or YouTube, if you post the word demo at any point as we're going through this, I'm going to stop where I'm at and we will do a demo of that question, showing you a little bit more information, answering your questions. This is your kind of raise your hand equivalent to make sure that we're going into the detail on just the stuff you need. So thank you guys for coming in already today. I'm glad you love the channel. Glad to have you guys here and thank you for those of you who helped me troubleshoot this initial tech stuff as we get going. So just keep that demo in your mind's eye here and I'll even put it up on the screen so that way we don't have to try to remember it. But this is your keyword for stopping me as we start going through today. And one more thing, I should just say this is part of a larger series. So this entire month of January 2020, we thought we would get away from the new year's resolution and goal setting. Mostly garbage, mostly just noise that we see all over the Internet right now and instead focus on the stuff that really counts, which is getting things done. And so this video is part of a whole series of videos we have on personal productivity in ClickUp. So if you're not already subscribed to the YouTube channel, or if you are and just didn't know about this, if you go to the actual YouTube channel, we have a playlist that is called Personal Productivity and ClickUp or something like that. And you can actually see all of the videos we have about personal use of ClickUp there. All right, that's enough intro. Hopefully you guys agree. Let's dig in with the first question. So I'm going to go into one segment at a time so we're not overwhelmed here. And just as a little bit of a meta tip here you can see how I'm organizing this presentation using ClickUp itself. So let me just make sure I have your comments there. Awesome. First question, how can I store, organize and access reference information in a document wiki style? And we actually have this is an actual question from I hope I don't but your names here, Biaggio. I think I would love to use ClickUp to store reference information that's not actionable and some of this sounding vendors. It sounds like it's a little bit businessy, but this is going to apply to personal use as well. How exactly do we handle reference information in ClickUp Docs? So the short answer here is until ClickUp Docs have folders. Because right now ClickUp Docs, when you go into them, it is just a big old docs area with a bunch of separate documents and it's really hard to keep things organized. We know ClickUp is going to be releasing folders. It's on the feature released. I believe it's planned last time I checked, but it's coming down the pipeline. We should see that very soon. But even until we see folders for documents, what can we do to organize this? I would recommend first organizing your ClickUp documents with folders and this applies for personal as well as business. But no matter what you have build categories, you can use the para method or other methods that best align with the way your brain's working and use the actual document itself to give you some examples. Now no one yelled out demo on this one yet, but I'm going to just kick us off with a little demo so that way you can see demo alert of what we're doing here. So here we are in a doc and we're going to just make some manual folders here and I'm sorry, you'll be able to hear my typing noise. This is actually how we organize our SOPs. But this works for personal journal, personal notes. I like to use the emoji folder and literally build my file organization using the layers of nested ClickUp page documents. So we would have this one maybe called something like, I don't know, recipes and then we've got, you know, vegan recipes and we would do a table of contents in here. We have it broken down by, you know, whatever we might have as our different things, tofu based and so on. Trying to think what else vegetables. I obviously don't cook, but this would be the way that I would probably start organizing a reference and wiki inside of ClickUp Docs. This is great for non actionable things or things that you just want to. You basically want them in front of you when you go looking for them. We're going to be talking a lot more about ClickUp docs versus ClickUp tasks for this because you could actually create this in ClickUp Tasks as more of a notion style. So just to give you a sneak peek, we'll be visiting this question a few different times throughout here with different use cases about this. Andy, good to see you. Thanks so much for stopping by and saying hi. It's always good to have you here. Another ClickUp consultant and, and also just general digital Wiz joining us. Thank you so much. So that's our first question. How would you organize information? Put it in the doc, how would you create the information? Copy and paste whenever you can. And I want to highlight this other option that I have here as well, which is if you have a lot of information, say in Notion, say in Miro, say in Google Docs, right? You do not have to retype everything into these ClickUp documents. In fact, you know, they're not, they're not great, right? They're not the best way to do things. So whenever possible, until clickups got their documents a little bit more fully functioned, I am fully in favor of folks using embeds or buttons. Notion does not allow for iframe embedding. So we would have to use a notion button for that. We'll just pretend this is a click, a link to Notion, use a button for that. Or we could embed, say something from Miro or something else. And that would be another way to actually go in and have your information show up in a ClickUp document without having to Manually retype it. Because I know this original question from Biaggio. It was really going into not just how to create it, but how to keep it organized and concise. So if you're okay with the concessions of the doc you currently created in DocView, perfectly easy and use those nested pages to give you some subdivisions. If that's not okay with you, hold out because there are big changes coming to this and I would hate for you to do all that work to retype everything and then you hate what's going on if you can try to stick with just embedding, if the concessions aren't worth it to you. But we're going to talk more about this later. All right? All right, all right. So next question, Next FAQ about personal use is how can I create a many entries per day digital journal in ClickUp? And this question has come up a few different times here related to notion or related to creating like a notes database, that kind of stuff. Is anyone in here, those of you who are joining me live or just if you have any thoughts about this. Are you guys doing journaling and ClickUp? Because it's going to come up a few times today and I'd love to kind of get a sense of how popular it is. How much background do I need to give on this? This was inspired by a question from Greg who I am so sorry. I disappointed with a video that I made about daily habit tracking. And if you haven't watched that video, that video talks about ways to structure almost database style things in ClickUp. It was specifically giving you examples around a daily habit tracker. So you can go to the YouTube channel and find that, but it also would work for a daily journal application or any other habits, that kind of thing. So he wanted a little bit more information about how you can actually create a. And I'm sorry, this is probably pretty small for you guys. He wanted more information about how you can create a note database, much like you would in notion where you would create a note and you would maybe relate multiple notes back to one day. Is anyone else trying to figure this out? And if so, have you solved it? Is there a way that works for you? I'm not going to try to pronounce that name. SG Traj maybe. Yep, you've been embedding neuro for. Okay, so you've been embedding some stuff for the doc method. That is awesome to hear. Yeah, that's great. And in terms of this actual journal piece of it, right now some people are embedding here as well, the solution I just showed you of embedding notion embedding, mirror embedding. I don't know if you can embed Evernote, but linking to Evernote, that kind of stuff, this could be the solution to this problem as well. There is a point in time where you start over engineering ClickUp and it's like, is it really worth building in it? So I have some solutions for this one that I wanted to share here in case this helps you guys. So three options. Because, you know, choice is wonderful here. There are three different options for how you could build out this structure inside ClickUp to build a daily journal system. And just a reminder to those of you who are coming in here late, you can use the word demo at any point in the comments or just ask your questions if you'd like to see me actually build some of these pieces out. Because I know it can get a little, you know, a little heady here if we don't have some real examples. So here are the three examples, and I'll take some of the questions that are coming in as well. First one is a task equals a day, and a subtask equals an entry. So your task name, this guy here would be something like January 1st, and each of these subtasks would be your entries. What this allows you to do is have everything grouped by day without having to manually add either a due date or a relationship or something else to relate each of those entries to the day. It kind of cuts down on some of the admin entries. The downsides of this are subtasks will not show up on Calendar view for the day unless the due date of those subtasks is the due date of today. That makes sense. So one of the requirements that if you might have read in that screenshot I just shared, was that he wanted it to show up on Calendar view, so you need to have due date to make that happen. So if we had our main task as our due date, we put that due date as the day you want the journal entry for. And each of these entries are your thoughts below. That would kind of resolve that. But you'd only see the overall parent task on the calendar. So there we go. And the other way to do this would be to take a step further and we would have a task equals an entry. Okay, so with me, task equals entry. So we would have the entry say something like, had an awesome lunch. The due date would be the day. So we'd have it to be today. If this is the day that I'm journaling About. And. And if you didn't need Calendar View, you wouldn't do that due date. You could just do Calendar created by date. But there you go. That would be another way to organize the same thing. The problem with this one is you end up having a lot of different tasks for each day and it can be hard to see it in Calendar View. And there's not going to be a nice way to cluster things together by date like you could if they were tasks and subtasks. But at least you get a due date for every single subtasks, which you do then have to add manually. Um, I hope this one makes sense to you guys. I'm. And we've got one more option on here which is going to be a little confusing. So. So I'm going to just do a quick check of the comments, see what you guys are thinking, see if this is making sense for you guys. Anyone here building a digital journal in ClickUp? Gary says, I've been trying to think of doing notes database style too. I think DB's is what he's referring to. Database. I'm sure using task relationships would be the way forward, but not get it sorted. Yes, exactly. Okay, so Gary is alluding to the third option I'm going to be talking about here is using relationships to build kind of a notes database. Whether that's a journal notes database, or solving the last problem we were talking about, which is more of the references and materials. Database relationships are going to be a big theme for this live stream today. Oh, and just a note from Mark about when we were embedding things into ClickUp docs for reference materials. Using embedding of Miro into ClickUp, that is a huge edge for Miro. You guys have seen my channel. You probably know I'm a big. I'm a big whimsical fan. I really like it, I really enjoy it. But Miro is great too. And one of the big edges that Miro has far beyond, you know, notion. So sorry, guys, notion doesn't agree with any tool. But Miro is one of those tools that really allows for full embedding. So when you do a Miro link inside ClickUp, it's fully editable and I believe lucidchart as well. You can correct me if I'm wrong on that one. I don't use that often. But other tools like Mural, which is what I used to use, it does not give you a full embed, it's just a link. So just something to keep in mind that iframe relationship for each of these tools. All right, so moving on, let's go to this last option for how many how you can organize a many entries per day journal in ClickUp. So the last one is a task for entry and the due date is the day of the entry. All right, nothing exciting there, but here is where we introduce a relationship. Now, if you're not familiar with relationships, this is probably the first time I'm talking about this on the channel. We have some videos coming out about it, but they're not out there yet. Let me give you a bit of a primer on relationships in general and relationships in ClickUp. So relationships are relating to databases together and in Notion land that's a lot more clear as to what we mean by database. In ClickUp land, we are basically looking as at lists as databases for the most part. So we can say rather than having a custom field like I have here saying phase, how can I. We can have this be a dropdown relationship allowing me to select other tasks that already exist. I'm going to pause there. I don't know how tech savvy or how many, you know, Notion or database users we have in here, if that's a comfortable topic for you. If you need me to expand on that again, just to remind you guys, if we need to stop at any point and dig into some of these and examples, demo would be the word to throw into the comments so we can get a little bit more expansion on that. But yes, it basically relates to tasks in a way that allows you to calculate and pull information you might have been familiar in ClickUp and I've released videos on it, so you've probably seen them about dependencies in ClickUp. And this is basically saying this task is waiting on this task. Or in the linking case, the last option, this task is related to this task. This functionality is almost identical to relationships in ClickUp. In fact, linking this last option here is Relationships in ClickUp. So it's a little confusing how the terminology came out of here, but relationships allow you to relate two tasks together and perform calculations on that relationship. So we could then maybe if I had this as a relationship, I could have all of these tasks related to the how can I task two different tasks? Let's imagine that. Then I could do a summary and say how many how can I questions are there? That would be a relationship roll up summarizing the relationship of all the things related to how can I. I hope I didn't butcher that doing that live. I haven't done too many videos on Relationships yet to get a really good spiel for you guys to make it click. But there we go. Round one on relationships. But that would be one other way, probably a little bit overcomplicated in the current structure of relationships to build out a relationship based database. And this would start looking a lot more like Notion, particularly where Notion users have a database for week of the year and and a database for their notes and they relate those two things back to each other. You could build that same thing in ClickUp. Now, relationships are just a little. Just a little bit more manual. So I'm actually going to. Looks like there is a request for a demo on this relationship piece. So Mark, I hear you. I'm going to flip over to one of the enterprise accounts I have on here. I'm collecting ClickUp accounts. Guys don't tell but I have a whole lot of different accounts on here. So here we are in ClickUp in an enterprise account and actually hold on, let me make sure this one has Relationships enabled. I think it does. I don't think I have it. Okay, let me flip over to the other one. I will show you a little bit of a demo of how to use these relationships just on a basic level because that'll help you think about these journals. And in the other use cases we are also going to use it. All right, this one does have it. Fabulous. So here is a ClickUp account obviously and we have a relationship here. And I'm actually going to delete this linked column and we'll start from scratch. Rollups and relationships have to be enabled from this bottom corner where you can actually enable QlikApp. So before you do anything, if you're looking to use Relationships in ClickUp, start here. Make sure this click app is turned on. If it is not, since this is a workspace wide setting, you won't get this option and the stuff I'm about to show you will be very confusing. So the way to create a relationship once you have that turned on Oops. Is not to click into a bunch of random stuff is to add a custom field just like you would anywhere else. And here we have a live agenda for some other video we did at some point. So we're going to add a relationship custom field. We're going to relate maybe the live stream agenda to. Let's just do what we're doing already, the segments. So we're going to add a new list called segments. We were doing the journal. We might do this as month and in fact let's just go ahead and pretend this is a journal. And we're going to do February. Oh my gosh, it's 2021. And so on. So we've got a few different months in here. And I'm going to rename the other one to be entry. So that way we can really get this to look journal like. Because I don't want to just skew you to all just be my kind of use cases. So I'll do months entries. This would be a first step. We would have our basic structure of one database and another database. Here's our month, here's our entries. We want to now relate the two together. And I'm just going to leave all the default settings, even though I normally wouldn't do that. But we're going to just go fast on the sake of this. We're going to add a relationship between the entries and the months. So we're going to call this entry month. I haven't really gotten a good best practice in terms of the naming conventions for these. So if you guys have some suggestions, so especially for those of you who are Notion users and more used to this, let me know. All right, so we are going to create a relationship between entries and months. So what I did here first is I gave it a name which we can talk more about that. I'm going to choose what tasks do I want to show up in this dropdown? Okay, this is what I just talked about before. Since we're trying to relate entries to months, we want to select months from the entry side and then it'll become a two way relationship. I have the option below this to create a roll up field from the related list. And actually to keep it simpler, I'm going to choose no from the get go and we'll add this in as we go. Click add the column. And now we have entry month. So here's an entry. Had a great lunch. And we could maybe have even a journal template in here if you want to go. Notion style. I love stealing from notion users because you guys, you guys spent a lot of time creating templates over there. So you might have a really meaningful template of like prompts. You wanted to have a gratitude journal, so on, you know, whatever your template might be. You could have all these tasks in here, creating these here and then we did need to manually relate this journal entry to the month. So I'm going to click in the column like I do here and I know it's very hard to see that pop up. I apologize. I mean, I don't apologize. It's not my interface to create. But here's Add month and I'm going to click add and I'm going to select the month to relate this journal entry to. So January 2021. I'm on the free account, so it's not going to let me do it. See, this is where I have too many accounts. So anyway, this is how we would relate them between each other here. We would have this. Select January from the list there and then we will be able to select the relationship between the two. And now I'm like, I'm annoyed that now I have to flip into another account. But that's how we would relate them. The roll up option, which I can still show you here, even though it's not going to let me go through and complete the last step of it, it allows me to summarize that relationship. So for example, maybe I wanted to pull in the status of that month, which would be kind of weird. What would I possibly want to have in here? What would be realistic? Maybe you'd want to have the date updated so we could have a column that's called last Last Edit. I guess kind of practical. So when we add in January here, it pulls in not just January, but also the last update to the task called January, which might include, I believe would include linking would be considered an update, I'm pretty sure. And so you see how that flashes before, before it yells at me for my. My custom field usage in this third demo account. But that's how you would go about doing that on the other side of things when you're in months. Once we establish this relationship, we can go over to the month section and review the reverse. I don't need to create it from scratch anymore. I can actually scroll down and we see entry month is already there. So I can click that in here. It's visible. And in the actual settings I can choose to display either the names of each entry. So that would show up as had a great lunch, ran a really long time, I don't know, got a dog, whatever those things might be, that would be the display, almost like a label in this column. Or I could choose to appear in the actual setting. I could just display a count. So for the individual, and I'm sorry for getting your name out, I want to say Greg, but I'm not sure. For the individual who submitted this original question, looking to build an infrequent journaling system, this would be a great way to give you an overview. Okay. How many entries did I do in January? Having the count based thing Here would show you how many linked entries are linked in a number. Not the data itself, just the quantity. Almost like a count A in Excel if you're used to that. So, sorry, that last thing, I promise when we do the actual YouTube video on this, we're going to have the right demo account because I have to flip between different ones here to give you guys a live stream without showing you all of our client stuff. So I can show you an actual demo of it, but hopefully that helps it. Click a little bit. Mark, in terms of the demo for how exactly you would establish that relationship. Now you can see, because I needed to make that relationship between the entry and the month one by one. It's a little bit clunky right now. Unlike regular ClickUp stuff, regular custom fields where you could go into all questions and you can maybe do this kind of thing to make a relationship that is not currently supported. Automations also aren't supported. There are a lot of things that relationship needs and does not yet have, which has kept me from doing a lot of videos about it yet because it just seems like it's missing some critical pieces. But nonetheless, like I said, some videos are coming to the channel. It's just kind of just waiting on some basic features to make it more efficient. So yeah, that's, that's that one. Let me know if that one made sense to you guys, if that was helpful. Wonderful, wonderful, wonderful. All right, next one very similar. How can I create a one entry per day digital journal in ClickUp option one simple recurring task. Create a new task every single day and the due date equals the day. So that would just be using the regular simple recurrence right here. Have it repeat daily, skip the weekends, create a new task. Bam. If you want to just steal some of the stuff we just talked about, add an awesome template into that. Make your journal prompt, your bullet journal, your daily data entry, whatever that is, your gratitude prompts, add those into the task template itself. So that way every time the task is created, those elements are already in there prompting you to go further. You could create custom fields for those elements as well. Personally, I would find that overkill, probably for a journal. So that was how you could do that. And if you need more information about the recurring tasks, I do have this video here called Three Recurring ClickUp Task FAQs going through how to build that kind of situation out in ClickUp. Okay, pause. Are we all on the same page on this one? I hope there's some people journaling here. Otherwise it's just a lot of questions for some really specific YouTube subscribers. The the second option here, the second option to create a daily journal and ClickUp is to do more like what I just did in that months area where I had each month already created. And basically what we do is we would use Excel to create every single day of the year manually and paste those into ClickUp. That's not ideal, but what that allows you to do is just have everything there visually versus when you have a recurrence, you kind of only see the next one. And some people prefer not to do that because they like to have some maybe journal in advance or to remind themselves that on February, you know, 23rd, there's something important that they want to journal about. That's when the creating Excel method might work. And it's pretty easy to do, I should say. You can just paste it all on in there and it'll create a bunch of tasks for you one by one. So that's your first FAQ there about the one entry per day journal. Again, kind of replicating Notion in there. And for the hot topic of the hour, can I use Notion and ClickUp? Does anyone here use Notion? I would just love to do a quick survey. I know I've been doing some content with some Notion nerds, the specific Notion nerds that are wonderful and awesome. And I've been doing a little bit more content talking about it. But I'm curious if you guys hear do you use Notion? Have you used Notion? Are you using something similar? I'm going to talk about it a little bit more in a later section, but Notion itself does not play well with others. As I said earlier on, it does not allow you to embed it in an iframe. It barely has an API, but you can still use Notion and ClickUp together, especially for business use. There's a lot of opportunities there to maybe use Notion as your wiki and ClickUp as your project management. And I also want to highlight that even though Notion does not allow you to embed its stuff in ClickUp, you can do the reverse. So I'm sorry, it's supposed to be focused on personal use, but for business use, you can build a client portal in Notion and embed ClickUp into it as an alternative to a dashboard. But for personal use, you can maybe have your journal in Notion because you saw these workarounds, they're not amazing. So you can have that in Notion and then have a task in ClickUp that says fill out daily Journal with a link directly to Notion. That would be one way to link it back to each other. Overall, having both of these systems just for personal use might be a little bit overkill, especially because you end up kind of repeating yourself in both places. So let's see what you guys have to say about that. Dale says, I'm not a journaler, but there's always something to learn from listening to smart people willing to share. Oh well. Glit. I'm glad this helps. I'm not a huge journaler either, but I. I think there's definitely a place for it. There's a place to get into that and there's definitely value in it. It's just a hard habit to build. Still in old Evernote for data collection and ClickUp for task management. Not a bad place to be. So that's kind of what I'm talking about here. Despite what ClickUp's marketing department wants to tell us, ClickUp is not, not, not the task, the, sorry, the app to replace them all. I view it as the app to connect them all. And having, I mean, Evernote's a great tool. Having a tool that you know and you use. I mean the tool that you understand how to use is probably the best tool for the job in many cases. So I understand keeping ClickUp for what it's good at and supplementing it with other tools. What does Heidi say here? I use Notion a bit, but the layout trips me up. The layout? You mean the blank slate layout? ClickUp is more complex to me, but trying to learn because I like the layout and features so much more. Yeah. And what's really nice about connecting Notion and ClickUp is as we go through this video today, I'm going to be talking more about the more flexible applications of ClickUp. Things like building, you know, maybe a recipe log or things where you want more creative expression, maybe brainstorming. ClickUp because it's a box app, it's a little bit more rigid, which makes it easier to learn and easier to set up quickly, but harder to fully customize like you can Notion. And so having like this kind of conversation around finding the right layout, it really depends on what you're trying to organize. So on the personal side of things, there may be times where airtable makes more sense than ClickUp or Notion or what's the other one? Milanote maybe make more sense than ClickUp. So I think this is a good way to think about it. The layout and the structure and what feels intuitive to you. Audrey says I'm new to ClickUp and Binging your videos. Oh well, they're absolutely wonderful so thank you. Well, thank you, Audrey, for joining us today. Please feel free to chime in your questions. I'd be curious to hear from those of you who are joining me. Are you already tracking your personal life in ClickUp or are you considering it? And that's why you're watching today. This is going to be an expansion of some of the stuff that we already talk about in the Getting Started in ClickUp playlist, but it's certainly not an overall, you know, complete tour of how exactly to organize your personal life in ClickUp. All right, so an aside. So I want you guys to just chime in here. This is just a prompt and a reminder for Layla to drink water because otherwise I'm going to walk out of here with a horse throat. And that's not good in this culture to have a horse throat. So if you guys have any questions here that I haven't yet hit on about this type of stuff, chime in now because I'll add these into the queue to make sure that we answer your questions in the next segment. And while I wait for your questions, not enough structure and ClickUp to get started in Notion. Yeah, Notion is a blank slate, which is a blessing and a curse, but just like bullet journaling, I feel like it's almost an art in and of itself to actually get it set up. It's a creative pursuit in many ways, which can be valuable, but it can also just be a lot of time. So I'm just. I'm going to see if this works, guys. I have a creative layout here for what we have going on. Let's see if it works. So I tried to set up a dependency for these segments of today. We'll see if it actually works because I did not test it. Yes. Okay, it worked. And aside, bonus tip, guys. I set up our chat today using dependencies for each segment and this view that I'm showing you here to use to kind of guide. Our live stream is filtered. This is so meta, but it's filtered by dependency. Doesn't have waiting on to show basically anything that's not blocked. So it should show me one segment at a time. Not sure if it'll work, but so far so good. We'll just dive back in to some of these questions here about using ClickUp for personal use. So this is very similar. I'm not. I don't know that I need to go into the weeds on this one. This is a question from Moe, I believe, trying to use ClickUp for life management, for brain ideas, personal thoughts and as a planner and I gave him a bunch or them a bunch of suggestions here about how to adapt ClickUp to non traditional applications and I'm going to list them some of them here. First of all, daily routine, so or sorry. First of all, when I feel like a digital journal. We already talked about that one here you can use a task equals entry task equals day. A few different options depending on how exactly you need to find your information. If you find yourself overcomplicating things or feeling overwhelmed by how much stuff you have going on in ClickUp, though, the odds are you're using too much structure and you want to simplify things. The relationships method I showed you is cool, it's fun to play with, but it might not be practical for a quick journal when you already are like me and maybe you have a hard time journaling period. Go with something low friction, even a doc could be fine. And maybe just create a recurring task saying go fill out the doc. We want to keep it simple and hopefully, you know, actually work. The other possible use case that I pointed out here to Moe was that you can create a daily routine in ClickUp using the task based structure. Now this is something that ambitious VA Ann actually talks about in some of her YouTube videos and I wish I had the link in the replay. We'll make sure the link gets, you know, above this video. But basically the idea is to have a recurring task that pops up every day and the checklist in those recurring tasks prompt you to do the things that you normally need to do on the daily or maybe morning and afternoon basis. And yeah, that's pretty much it. So you, you just have a recurring task. I have another video talking about how exactly to do this, but you would use a checklist in here. So we call this morning routine. We'd have another checklist for evening routine. I really wish it would prompt you to type in the name from the get go. So we've got morning routine, evening routine, and you'd have these things in here, you'd have it recur every day and create a new task so those checklists come in as unchecked. And if you need questions, I'm sorry, this is really tiny. If you have questions about how to do this. Again, that recurring task video, which I'm going to keep shouting out because it's so relevant here, this would be the video to watch to give you some guidance on how exactly to build out your recurring tasks in ClickUp. But that will allow you to create your daily routine both for yourself, for your Kids. I mean it's a little hard to get kids to use ClickUp, but there are ways to do it which we'll be talking about later. So Audrey says she is trying to get ClickUp set up for personal and business use. I'm going to be starting a business to do virtual assistants and online business admin. Oh my gosh. Vas no bms, you guys. I say we because I used to do that as well. But those are the industries that make the world go around on the Internet these days. I'm glad you decided to switch to ClickUp. I think many folks here have been moving from asana to ClickUp and if you have actually chime in, give Audrey some support here because I know it can sometimes be rough those first few weeks. Dale says I'm learning ClickUp for business reasons and should use it personally too. When I eventually do that, should I use a private space? Dale, good question. So I'm actually. We actually have this coming up here in a few questions. So I'm going to hold this question and we will put it. We will answer this one shortly. The answer is basically not necessarily so there's kind of a few different options you can consider. But this will be coming up later. If you guys have questions just like Dale here, chime in now because if I don't already have them in the queue, they're going to be added to the queue. So we can make sure your questions for those of you who join here live are answered first. And the rest of these questions, if you're curious, have been pulled from the Facebook group and from YouTube subscribers and also from the Click Uppers Facebook group as well as some emails here and there from you guys who have emailed me with your questions. Oh, this is one I already answered. I think Daily Planner in ClickUp. Actually I haven't answered this one here. So how could you create a Daily Planner and ClickUp? This might be a physical planner you're trying to replicate where it keeps track of the blocks of your day. Option one would be to create a time blocked calendar and ClickUp and I actually have a YouTube video. I don't have it open on the screen here, but I can about how exactly you would do that time blocking ClickUp. But the second and perhaps easier option to create a Daily Planner in ClickUp is to actually create a dashboard which I talk about in this video where and I know it's a little blurry for you guys, I'm going to zoom in a bit here actually. I'm going to zoom in more than a bit on that weird facial expression. Let's just swipe that out of the way. Okay. It's kind of stuck. So this is blurry, but you can see the outline of what this dashboard looks like. This would be one way to organize your daily habits in ClickUp or your daily kind of daily plan in ClickUp. We've got some space for freestyle text up here, freestyle notes. And the daily agenda is showing tasks in calendar view by today. So one day at a time, a daily view of the calendar. And it's embedded into this dashboard. We also have some other things embedded as well, some tasks coming up and so on. But this would be the way that I would create a daily planner in ClickUp for those of you who are very aesthetically minded. I know many of you folks are moving from Trello and so you like the visuals and the backgrounds and the color and the vibe that get from say, Trello Notion Asana Monday. Even some people say that's a little bit more visual. So using a dashboard as your structure for this will allow you to add more images. I know I don't have a lot here, but you can actually replace this with say an image, a cover banner of some kind. And I've seen a little sneak peek of what ClickUp is releasing in terms of their new features around dashboards. I don't know what I'm allowed to say, so I'm not going to say a lot about it other than photos are seeming to become a bigger part of the interface. So we're going to have a little bit more of a visual interface in ClickUp. But in the meantime, attaching images here, which I'll show you a quick demo of how to do that. Actually we can just probably do that right here. Just kind of doing this kind of thing inside a text box would allow you to have a more visual way of organizing your information in a dashboard and build. Build that real journal like experience. Okay, so that is how you would create a daily routine or daily planner in ClickUp. I really should have turned off that. That setting before we started, but. Oh, well, next one is from. I think that's Aaron. I think. There you are, Aaron. All right, so Aaron asks. I'm interested in tracking personal things. I'd like a visual bar graph to adds up over time to let me know how I am doing relative to my goal. And I know this is super tiny on your screen, so just bear with me. But basically, Aaron is a total badass writer apparently, and he's great at, you know, he's doing a bunch of physical activities and when it tracks his progress towards his overall goal for biking. At this point, there are a few different ways you could track this kind of database stuff inside ClickUp. I will start off by saying that a database is going to do this a lot better than ClickUp almost across the board. So tracking, you know, your progress to your goal, your division of things, your pie charts and so on, those are actually, those are actually things that you're going to find are easier to model and organize in something like Airtable Excel Notions sort of in their data visualization is kind of okay. And that's probably where you're going to find an easier time of doing this. If you do want to organize it in ClickUp though, because you're trying to consolidate and that's really important to you. The way to do that would be either using the ClickUp Goals feature, which is actually being deprecated and will probably start looking pretty different soon. But this is what it currently looks like here, where we could create a goal, we can create an owner. And it's just kind of this clunky way of tracking. Mostly I think it's supposed to be for corporate goals, but this would be one way to track your progress. The reaching of goals needs to be in kind of an OKR format, meaning you have key results that you're tracking as you hit certain milestones. Or it needs to be based on manual data entry for the most part. I do not believe, and we can actually correct me if I'm wrong there, but I do not believe there's a calculation based goal setting here. But I could be wrong on that one. The other way to do that exact same thing, which would actually be to create a dashboard again. So we could choose to create a custom field for Miles Biked today. Let's imitate what we talked about with our journal structure. Let's have a custom field called Miles Biked and let's actually show this. I know you guys didn't ask for a demo, but I'm going to remind you again, if you want to see a demo of any of these, let me know. I'm actually just going to go ahead and make a demo of this just because I think what I'm going to say will make more sense if it was demoed a little bit. So maybe we want to have the title of the task be feeling good. You could have your mood be the title of the task. You could have your number here being Miles Biked today and you could have, you know, 50 miles biked because you're that kind of crazy. Okay, I get it, I get it. So we have this in here as well. We have the miles biked. We could then create a dashboard where we pull in a report of all of the miles biked relative to maybe our goal for the day or a total number. So we're going to go in here, we're going to create a dashboard, add a calculation widget which is on the other plan I have to flip over to and we could just basically sum up the summary of miles biked across all of our accounts and let's just go over, we'll flip to another account. I feel like I'm just going to keep flipping between accounts today trying to get the right way to let you see this, but that would be the way to compare kind of your progress towards your goal is by creating those calculation dashboards. I am just, okay, enterprise plan. I'm going to strike out on every single plan I have. Ah, it's hard because I have an enterprise plan, but I don't like to show you guys everything in the Enterprise View because. Okay, it's just going to be a pain in my butt. I don't like to show everything in Enterprise View because I'm afraid then you won't be able to relate to it because some of the settings are different, some of the functions are different, but. Oh well, let's see what we got. Do we have anything here that'll work for this? Let's go to this one which has some goals and planning. Here's, here's an example. All right, so this is in one that I already have existing and you saw this on my use cases for ClickUp Dashboards example video here. But these are a calculation widget that are tracking time budget and it's literally just looking at all tasks everywhere and summarizing the number of hours. We could do the same things for the amount of work. I think we have KPI tracking. This is a spreadsheet here, but maybe we have a few other examples. I mean this would be basically how you would do it. You can kind of create some bar charts, but not really in ClickUp. I think your visualization is going to be less than what you would see in other tools to build out this kind of fitness tracking towards your goals. But one thing I would do like let's imagine this time track was actually showing your miles because you could change this header. I would change the title of this to be your actual goal for the year. That's how I that's how blah, blah, blah. That's how we're currently doing our goals. Inside ClickUp, for example, we have a task per client in clicking up. And so I have a custom field like this guy saying number of clicking up members and then I have a target emoji. And then it says, you know, whatever our goal is, let's just say 300 for the year. That's our goal, which is huge and feels insane, but that's what we're hoping for. And then down here I have the actual thing summing up the number of tasks in my case, but for your case it might be the number of miles. And then I have a label instead of H for hours. We've customized that to say number of members and so on. So that would be one way to go ahead and do that for you there. So let's, let's flip back to the other account and keep flipping through all these crazy ones. Okie dokie. Let me just see what questions have come in here. Audrey says I have yet figured out, but you mentioned adding docs for having a set process for something you've written on Google Doc. How did you put that in ClickUp? So adding a Google Doc into ClickUp, you can either embed or copy and paste. That's really. Those are really your options. And I showed it a little bit earlier in the video, but I think I skimmed over it pretty quickly. So we'll actually take a quick detour and look at that again. So here we have a doc. If we had a ClickUp or if we had a Google Doc that we already had all of our stuff in there, we could copy and paste it right into here hopefully. I believe all of your headings and settings and your hyperlinks will retain that structure when coming into ClickUp. Sometimes going out of ClickUp that doesn't happen, but that would be the one way to get your stuff into ClickUp. It's very manual. There's no import that I know of for these documents. There's no real integration that I know of for these documents. Documents are still very isolated. If those restrictions of management of documents, the access of documents, all that stuff is too clunky or too simple for you. I also have folks who just simply embed their Google Docs directly into this. So this is what we do when we do have SOPs in Google Drive, I will embed them in here and say, hey, here's how you get your Gmail signature. Because we use Google Drive to host that signature template, we will embed it in there. So just a little bonus question in there and oh wonderful, wonderful, wonderful Recurring tasks for the ClickUp Chrome extension. See, these are the practical use cases you can have for organizing your ClickUp. These aren't always personal use, but we're getting into some of them here. So those would be two ways to manage cumulative goals in ClickUp. Use the actual goals feature manually or based on key results. Summarize your progress on that goals, or use a dashboard where your custom field is giving you the actual data that you're tracking against. You could get a little creative by creating some charts, but I really think the calculation widget is going to be the strongest choice for you there. You could also, if you want to get fancy, use relationships and have the relationship is goal of bike a thousand miles, have the relationship column say biking entries and have a relationship between all the days you bike and your goal of of biking and then have a roll up summary calculating the sum. That's kind of advanced, but that would be the other way to do it. Again look at earlier in the video when we talked about relationships for a step by step of how to set that up. And you just want to set up a roll up to give you that total relative to your goal. Unfortunately right now roll ups and relationships are not accessible by formulas. So not that I know of at least and so I think that will be coming soon. But it's a little bit restricted in what you can actually do with that information once it's there. All right, next one how can I create a personal knowledge based notion style in ClickUp? So this was a really we kind of touched on this a little bit earlier, but there was a good comment here from Maxim. One thing I feel like is still lacking is the ability to set up knowledge base outside of a few docs maybe once folders introduced that should get better. But do you have any suggestions for company or personal knowledge management within ClickUp? Similar to say notion? I've tried tasks as a note but it feels like a gimmicky workaround. So in notion for those of you who aren't aware and in most database tools, what we call tasks in ClickUp are called either records or notes. They're entries for lack of a better word. And you could as this and I'm going to forget your name Maxim. I believe as Maxim suggested here, you could create a ClickUp database notes section by creating a task equals a journal entry or a task equals a note and that's what we've shown in some of these examples here. When I was giving you a layout for a journal. I was suggesting using a task as a note. I think part of the reason that feels gimmicky right now is because in ClickUp currently, everything is always visible. All of these extra fields that you really. I mean, some of these just don't make sense for having a note or journal. They're always going to be there specifically due dates and date created. Sometimes those can feel like a little bit of overkill because we don't have customization or we don't have the control really over these custom fields, these standard ones that are hidden from us but always visible on task. We just can't control those. And so when you're creating a journal, it feels like you're just doing a little bit of overkill by saying a task equals a journal entry. And I think that's what this is getting at. My response to this person and kind of my response here for you guys would be if you don't want to use tasks for your journal entries, use the nested pages method that I was talking about earlier of having your ClickUp docs and have pages with a folder icon and have sub pages to organize them. This is the best we've got in terms of folders for ClickUp docs. Yeah, the main reason not to do this and to stick with the entries approach and in fact why I'm looking. This is a pretty big switch, so I haven't done it yet, but I'm considering switching all of my SOPs to ClickUp tasks once ClickUp releases their item types feature. So my response to this person is basically use docs or maybe just wait because. Because ClickUp is going to release releasing features throughout the next year. From our understanding currently, that will allow tasks to be something other than tasks. And I believe someone was commenting about this earlier. Feel free to raise your hand if I can. Try to remember who's been talking about that. Ah, here we go. Gary, I think you were the one who was talking about this. The idea of thinking of tasks as something other than a task. Well, right now that's been kind of a manual, kind of gimmicky if we will configuration. But in the future that will not be such a gimmick. It sounds like ClickUp is moving towards a place where each of these little tasks that I'm clicking on and viewing the details for have different things visible not just based on the click apps we have in our space, but also perhaps based on the list or based on the task item type. So in a dream world we might have a custom field down here that says item type. And there's an option, let's just imagine that says doc or like journal right here, Journal or wiki. And maybe when I click that, it hides all these other unnecessary fields and maxes out this view. So I'm entirely just seeing the description that's possible. And I think from what I'm guessing, that's where we're heading. And it's based on those features and some of the support that we have for documents and the versioning and so on. I'm sorry, the support that we have for tasks as documents and so on. Which is what's making me even consider switching all of my hundreds of SOPs into ClickUp tasks instead, which is a pretty, yeah, pretty big thing. So those are your options. Right now I wouldn't really hold my breath for doc folders because they're cool, but I don't know that they'll really solve any real problems that nested Pages can't solve. So I would either, you know, deal with docs in their current form, or go bold and invest in tasks early and wait for ClickUp to catch up and start building more features that are going to support that kind of structure. Okay, and I feel like I don't really need this aside about ClickUp versus Notion, because we've already had some good conversations about it. But I just wanted to say, for those of you who are in here asking, should I choose ClickUp or Notion for task management, or should I choose ClickUp or Airtable or ClickUp or Asana or ClickUp or Trello? I mean, feel free to ask that question in here and I'll expand on it, but the answer really is it depends. And Notion and ClickUp are very, very, very different tools. They can work together very well. I've illustrated a few points here. I've you know, we've had people build whole portals, whole organization systems in Notion and embed ClickUp into it, and vice versa. So you can really use both. Your specific use case is going to determine what's right for you, and if you're joining here live, I will help you figure that out. Feel free to post. We can talk through some of that here. Between you and me, I'm planning on releasing a decision tree. You guys know I love my decision trees about how to choose which software is right for you. Some simple questions to help you determine some of the big differences and features between things like ClickUp and things like Monday.com hopefully this is here. Here's an ad slot Monday go ahead. But no. So I'm going to be releasing a decision tree to help you decide through that. Completely just unbiased based on my understanding of the features. So if you guys have questions about this, please just let me know. So that is that one. We're going to let this refresh and I'm just going to check to see if you guys have any comments or questions as we go through here. Just keep reminding you. Feel free to use the word demo if you want me to stop and show you any of these or chime in with your own questions because there is a lot of stuff that I know we could be talking about today and I want to make sure we're hitting your questions. For those of you who have joined live, are you able to embed docs in task description and organize the docs through the task? Yes, exactly, Mark. So you can do that. Let's just go ahead and do an example task. This is actually how a lot of people will create SOP libraries or so on where you'd have, I mean SOP for SOPs and you would then mention your doc and I don't know what docs I have in here, so let's just pick a doc. There we go. Our vegan recipes and we can have that in here like so I believe you can also do a full mention. I'm not sure if it's going to. I know I've had it happen before. Wait a. Let me do more of a full bookmark. But yes, you can have those embedded and this would be some way that you can do kind of a hybrid of docs and tasks. I personally I use this system for a while and I thought it was pretty good because then I could have this as the actual sop and the task is the maintenance for the sop. So maintain vegan sop, you know, whatever. It might be more so for business use, but this would work for personal as well. The reason I'm thinking of going full on in a task is because it just felt like too much. Felt like too many clicks, too many links that would break. It's too much manual maintenance for me at least. So. But yes, you can definitely do that. You see that later. Like what is that? All right, so I want to know your opinion on the difference of how todoist does folders where folders work somewhat like lists but can also have subfolders and ClickUp's folder structure. I think Todoist and ClickUp are very different tools. Again, like I think just the, the. The audience for Them are very different. I think that would probably be a better video to do and cover in a few months. ClickUp is actually, I think moving towards a more todoist style because ClickUp is going to have subfolders. Surprise for those of you who haven't seen the level up recap video we did. But ClickUp is going to ClickUp's hierarchy has a certain meaning now that I think is going to be almost irrelevant by the time folks are actually watching this in three months when the YouTube algorithm picks up it up. So I would say right now, today, clickups folders have almost no purpose. They're literally just clustering tasks. They carry no real identity. They don't carry a status. You can do really nothing but group lists and really attribute no data to the folder itself. Folders and ClickUp as what I suspect is coming. Folders are going to have data in and of themselves. Folders are going to have more than just categories of automations, more than just status types. And I think my short answer here would be let's hold off on this conversation for probably a month and let's see, because right now I don't think what I'm going to tell you is going to hold for more than a few weeks until we see these new folder features released. Because I think I have. I'm not sure, but I thought when we were talking about level up time in January when Clickbait is releasing its new features, there was talk about having that in Q1, the folders for folders. And that's going to change just everything about ClickUp's hierarchy. So don't panic, but I'll give you some more advice as soon as I have some time to digest it as well. Yeah, I hope that helps. Carlos. I don't know. I don't know if that does. It seems kind of like a cop out answer. But it's like it's so hard to say right now because I think everything is in flux. All right, I'm just going to dive in to a few more questions here and I promise Dale, we do have your question in here and if I don't I'm going to just feel like I'm crazy because I'm pretty sure we had this question lined up, but next question is how can I brainstorm or vision board in ClickUp? This question comes from Moe. Again, just trying to look to how to organize different pieces of the situation. I want to give you four different possible ways which is way too small for you to see. Again, four different ways that you could use ClickUp for personal brainstorming. I've personally been exploring a lot of these because I really want to be able to do more of my creative work inside ClickUp, not because I think it's the best tool for it, honestly. I think ClickUp's a little rigid for pure creativity, but I just love having everything in one place and it also makes for, you know, it would be interesting video topics, I think for those of you who also want to centralize your tool stack. So all that to say depending on how you brainstorm, how you verbalize things. I'm giving you four different methods for four different brain types on how to brainstorm in ClickUp. The first one is writing. If you are a writer, you ClickUp. ClickUp's made for you. You can brainstorm in a text text widget in a dashboard, you can brainstorm in a doc and actually I won't bother flipping between the accounts again. But in the 10 different use cases of ClickUp Dashboards video I have, I actually have a video or have a dashboard example in there talking about how you can create kind of a brainstorming zone in a ClickUp dashboard. So that'd be something to check out as well. You're probably going to hear some dog barking here in a moment because there's folks delivering mail. But I'm we're going to persevere here. Next up is visual. So this would be if you are someone that is more of a visual thinker or more of a whiteboarder and I would categorize myself into that group. If you're someone who likes to kind of spread your ideas out, think about things in different ways. Maybe mind map a little bit. Visual brainstorming inside ClickUp can be done by embedding a view like Miro or lucidchart or I mean you could use ClickUp's mind map view. This guy here, I've talked about this before but I think this is an absolute trash feature. I do not find it very helpful for, for mind mapping, but some people do. So you know, as they say in the sal, bless your heart for that one. You can just go ahead and create your tasks in here. If you prefer to do everything directly within ClickUp, I do not find it very helpful because it's just so, just non functional. But that would be the visual ways to brainstorm and ClickUp to create an embedded view with a really creative tool like Miro, Whimsical, lucidchart, Milanote and so on and so forth. So after the visual Methods comes the photo based method. So maybe you're more of a not pure visual person. You're more of a hodgepodge collage. You know, that kind of folks. For you guys, I would look at creating ClickUp to look more like a gallery view. You're used to an airtable right now. There is no gallery view, just to be clear. But there are a way. There is a way to create tasks with COVID images. And in fact, look at that. You can see it right here. Obviously these images are small and not aesthetically pleasing, but if you were more creative than I am, you could easily make these gorgeous photos of say, the plants you're looking at buying or the furniture you're looking to accessorize your house with and so on. And that would be a really interesting way to be able to use this to kind of visually map things out. I would really suggest going ahead and having your statuses, rather than grouping by statuses, group by custom field of different segments of information so you can make it more visual and, you know, attractive. You can also use list information for this kind of thing, which folks sometimes don't realize. If we were to keep this as the default statuses in list info, we could add an image here and this would then show up at the top and give us more of a visual header. So. All right, funny story, guys. And this is just a complete aside. Talk about personal life. I am going to release later this month a video about selling your house using ClickUp. Because I'm selling my house and as we're watching here, I thought we were getting mail delivered. No, there's just some person walking around our house taking pictures because I guess they're looking to buy it and it is highly distracting. So we've just got a minor trespassing situation here. That's. Yeah, sorry. Let's flip back to what we're actually talking about. Anyway, so that would be some visual ways to brainstorm in ClickUp. Use your list information, use cover images, and make more of a gallery inside ClickUp. Finally, for those of you who are verbal and believe it or not, as much as I'm talking right now, that's not me. But if you are verbal and I don't have a good visual here, Google Docs would be the place I would go and use Google Docs voice transcription where you can actually talk to Google Docs through a microphone through your phone and it will actually type out the words for you. You can also use, you know, any other tool that'll transcribe your voice for you there. But Google Docs is the freest, cheapest one that most of us already have access to that I just wanted to share. So while I'm laughing at the person walking back and forth outside my window, let's check out some of your comments. Okay? Do you think Qlikup will ever get a chats option with no more complicated dashboard stuff? If I make sense, it's really late over here. I get you, Irina. Okay, so let me try to understand what you're referring to because there's a few different ways this could go. I believe you're referring to maybe person to person chat, profile to profile chatting in ClickUp. I think if I'm correct, let me know Irina. And if I, if I'm not, just say like no, you're totally off. I don't, I don't have an inside scoop on what ClickUp's gonna promote. As you guys have seen on their candy board, they say one thing, they do, the other things are delayed. It's kind of hard to tell. We're all just guessing. But if I had to guess, I would say that profile to profile messaging is something that would be on the roadmap. Probably not immediate. I think there's much more pressing features than that. But replacing that Slack DM feature is going to be huge. As of right now, there is a way to go ahead and create chats without having to create a dashboard using this guy, a page view. I'm assuming that's not what you're referring to, but I just want to shout this out in case for some reason it was missed. You can make chat views or even tasks as chat channels in ClickUp. Right now dashboards are the third option you could also do, but person to person profile to profile messaging of being able to click on someone's profile and messaging them. By the way, this is profile view. If you guys haven't used that, I got to it by clicking on the person's profile image. Being able to do that is not currently an option, although you can delegate reminders. I have a video talking about ways to private message in ClickUp so if you are interested in that, check out that video. And in terms of the future, hard to tell, but I would expect that's a few years out. Gary, do you think, what do you think is the best way to scan documents letters straight into your ClickUp? Hmm, I don't think there is a best way because I think probably what I would do depending on what the application is, I would scan them into a folder automatically and have that folder, Google Drive folder, Dropbox folder linked to the task, why this person is walking around. So link, link that overall folder to the ClickUp task for whatever you're organizing. Let's just say it is recipes, right? I would just have a doc or a task called Recipes and I would have the overall folder linked. I would not do them one by one because that feels really manual to me. So I would do the automation on the file storage side and not on the ClickUp side. If you were looking to do something like what I have for this agenda and you wanted to have the attachments on each and every file here, I do not know of a good way to do that automatically with a bulk import. You could do that with Integromat or zapier I believe. So you can maybe. Oh, there's a third option as well. So you could do zapier Integromat to say, you know, when I scan using my magic scanner, then create the attachment in ClickUp as a task. You could also use the email to ClickUp feature where for each of these lists there is an email, a unique email address, and you could forward emails with attachments into that and that would create a task with that thing attached. Hopefully that makes sense. So let me know if that helps you. Gary, about scanning things into ClickUp. I would also love to know the use case because it might make sense, but it might also just be maybe there's an easier way outside of ClickUp to do that depending on the situation. Audrey, branching off of the fact that you're planning to have a decision tree on whether to use ClickUp or something else. Do you have any videos on which particular solutions and softwares pair well together for various uses? I do not. Audrey, that's a great idea though I think it so depends. There are people who do niche based video content here on YouTube where they're focused on ClickUp for coaches or ClickUp for health experts or ClickUp for accountants. And then there's usually a more common thread. The way I like to look at ClickUp and tech stacks in general is based on team ST size because that's usually a better indication of budget and how complex you should really make your stack be. So right now I don't have a great video on the overall tech stack, but I would say if you join the Clicking up or Clicking up Clicking ups, our paid community. But if you join the free Facebook group, which I do not have the link here, but I'll add it. If you join the free Facebook group, post that in there and you can probably get some personal feedback. It's just a free group that we have where we chat about all things geeky and ClickUp. So that would be a good place to post if you're looking for more full stack kind of advice or you know, join clickingup community. Obviously if you want my feedback, that would be the place to go. Join a paid community if you have more time. I'd love to hear more about using relationships. Okay, Mark, I will hold that probably to the bottom and you're using. Okay, so this is another way for scanning information in. We'll talk more about relationships kind of in the coming days here. Irina did refer to one on one conversations. Wonderful. Get back to bed, Irina. But hopefully that helped you a little bit there for those one on one kind of private message systems. All right, so next up, how can I track life and chores in ClickUp? Now this one is a bit of a cop out question because I just released a video about this. So go and watch the adulting video which I can't believe I don't have up on the screen here where I talk about how to organize your adult life in ClickUp. And it's probably going to play an ad from Monday. Yep, there it is. But here it is Monday. Thank you for your not sponsorship, but your ads are appreciated here you can actually see the video once we get to it of how exactly you can organize your adult life inside ClickUp, including chores and tasks. This is how I currently organize it for our household. If I had kids involved, I'd probably make it a little bit more cute, but I have a husband so that's basically the same as kids sometimes. So that would be the way I would organize tasks and chores. Okay, keeping going. Keep. And also questions are welcome here. Keep. Keep those questions coming. We've got a few more. Not a few more. We've got like 10 more questions so I've got some on this end, but I'd rather answer your questions if they come up. So next question is can I set up a personal budget in ClickUp? And this actually, actually I've got this question asked twice in a short period of time here where money asked about setting up a personal budget and ClickUp to keeping track of how you create your budget and keep track of each of those line items and ClickUp and my friend also messaged me today on LinkedIn talking about how she wanted to log basic expenses, income categories and all that kind of stuff. So the TLDR on this is you can track your budget and expenses and recurring expenses in ClickUp. I probably wouldn't though. I would use you need a budget or mint.com and I would do something like that for budgeting. It's just going to be so much easier, so much less manual than doing it in ClickUp if you were going to do it in ClickUp, which is kind of what my response is getting here. If you were to do it in ClickUp, I would focus on just big assets, big expenses, big recurring subscriptions, that kind of stuff. Tracking every single expense and line item in ClickUp just feels like. I mean I will refer to I know we have a CFO hire I think Assad. I'm sorry if I'm butchering your YouTube name Assad, but I know he does some content about that as well. Maybe he has a little bit more insight. But personally I would not view ClickUp as a strong choice for personal budget just because it's going to be so much clunkier than other free tools out there who are purpose built for that application. So let me know if you guys agree. Maybe that's maybe I'm just being a buzz kill, but all right, so last question here in this segment at least, is Tara asking what about managing virtual homeschool classes? I've managed to get my 8 year old to maintain his classes via ClickUp and it's definitely a lot better. But I'm wondering if you have any other tips and sorry, I'll zoom in on this again. Specifically about putting in classes for the year. I've been doing it week to week because it's it takes me so long to put it in, but I'm wondering if there's an easier way to do this. Anyone else here doing some homeschool kids? I imagine that is quite the quite the fiasco. So while there are content creators who do release content specifically about homeschooling, I suggest you check them out the way I would set this up to keep things a little bit simpler without knowing exactly how you have things going. Here would be my advice for creating ClickUp just in general for kids slash slash spouses or tech untech savvy individuals you might have in your household. So the first one would be to use simple recurrences with start times and due dates and times to make it very clear what someone should be working on at what time. I'm usually pretty reluctant to use start dates because it shows up right at the top of your inbox and it's kind of obnoxious. But for folks who aren't as tech savvy it can be a great way to make it, you know, clear right in front of your face. Especially with classes. I would suspect there is a set schedule to those classes. And so going in here and doing a custom recurrence of maybe a class that they have every Monday, Wednesday and Friday and So on at 2pm this would be a way to make that a lot easier. Just have it create a new task every single time so you don't have to create it manually. And yeah, this should, this should reduce a lot of the stress of the initial setup. In general, for using ClickUp with non business folks, right, they don't have a real incident incentive to use this. I would emphasize things that make it more aesthetically pleasing. So that means things like using colors, keeping a simpler hierarchy, using emojis endlessly as often as you can, adding those cover photos that I was showing you earlier, where you can attach images and then spread them out to make it look more aesthetically pleasing. And also unlike in business uses, I will give you permission, if you need it, to use custom fields for personal use, to repeat data that you're already using elsewhere. I'll expand on that one here. So inside ClickUp I lecture, if you will. I talk a lot about in the course and also just here on YouTube, that having the same data in two places is redundant and can lead to errors. So having something like today here, but then also having your list called today, or having things assigned to Layla, but then also having a list called Layla, that is, that is repetitive. So that's usually not a best practice for business use. However, if you have a situation where you're trying to work with kids, you're trying to work with folks who are a little bit less tech savvy, go ahead and break these rules for personal use. We can make things simpler here if it helps. So having maybe a Monday, Tuesday, this kind of thing where you'd have each day of the week below there, while that is repetitive because we might already have that data here, I give you my blessing to go ahead and do that. So that way you can have clearer divisions of structure for your students. If you were to do something like that, Monday, Tuesday, Wednesday, just make sure your recurrences are correct. So for example, if this is on the Monday day, we would want to make sure this recurs only on Monday, even though the class is on Monday, Wednesday and Friday, we would just need to duplicate this entire task to have it in three lists, which is why it's less efficient to set it up that way. But it's more visual and will help people understand. Secondly, or thirdly here, build everything into one view. So if you watch the this video here, my adulting video, talking about how exactly I manage our household, in ClickUp, I'm governing everything by the folder level view. It's summarizing all the information. And if you're working with less tech savvy folks, whether that's on your team for work or just yourself because you're solopreneur or your kids who are needing to manage their homeschooling or schooling from home, whatever you want to call it, having just one view to click on is going to make it a lot easier for new folks. This might be at the space level, this might be. You make it their 1 favorite, but this is a great way to ensure that folks know exactly where to go and they never need to mess with this hierarchy here. If I had kids that I was working with in ClickUp, I would have one favorite here. I would hide all the other ones. I would set it up for them, you know, looking over their shoulder to have this called work, schoolwork and that's it. And this view better include every single thing they need to do for that specific day. I would probably have it filtered like you show. I was showing you this filter here earlier. I would probably have it filtered by due date is today. And that's what I would give them as their default view, something like that. I hope that is a helpful way to think about it. This can be used again for business as well to keep things simpler. But one view, so there's no clicking in the hierarchy. They don't even need to go into the these other spaces at all. Finally. Yeah, just what I basically already said is break the rules. I mean, efficiency isn't as important as enjoyment when it's for personal use because you have no leverage really. So making it more enjoyable will make it require less leverage to get them to use it. So aesthetics matter there. Okay, there's that item. The questions came from the Facebook group, which I already talked about here. So if you want to have your questions answered, just go on into that Facebook group now. I feel like I am crazy here because I know Dale had a question. I just want to make sure that we're getting this in here. Oh, here it is. Here we go. Dale, your questions right up here on the next segment that I just need to refresh our Last segment of FAQs because I'm, I'm fading here guys. So feel free to add yours in. Add your thoughts as well, here. But I'm going to just jump to the question that is pretty similar to what Dale was asking, which is this one from Francesco, which says, let's go to his actual or their actual question. Maybe if you hear my aggressive mouse clicking. One of the main reasons I found ClickUp, I needed a tool to help me and my wife find a balance in our life and waste less time as possible. My idea, though, is to have a separate workspace for work stuff versus personal stuff. Is that the right approach? And this fits into what Dale has. It's currently on the screen here, talking about how to divide up the personal workspace. So my suggestion to you, if you're looking to organize personal stuff in ClickUp, would be to create probably a space. That's the most common way to organize it is to have a separate space for personal and all of your work stuff. It could be one space. It could be 50 spaces. Work aside, your personal life would be one space in ClickUp. But more importantly, if you don't want to just guess, or if you want to understand why it should be a space, I got to point you to clickingup. So that's the course and community I run. If you haven't realized, the content we put out here on YouTube is like probably a quarter of the content that I've actually produced. Spend a lot of time creating content that I cannot share with you guys here because we have it behind a paywall because, you know, we have to make money and doing something here. So we have a decision tree for this that we're going to be releasing as a standalone down the line. But inside clickingup, it's currently available and it guides you through the questions to figure out whatever you're trying to organize. Should it be a space, a folder, a list, or a whole separate ClickUp account? Hint, it should almost never be a whole separate ClickUp account. Please do not create these kinds of things. You've seen me struggle today flipping between these workspaces. It's such a headache. I do not want you to have that headache. Keep everything in the same workspace, but feel free to think about spaces, folders, lists or tasks and so on to organize it. And if you need help with that, you know, you can obviously post in a free Facebook group. But if you want to have like the answer and have me weigh in on your specific use case, that's what the community is all about, guys. Like, that's what it's here for, to help you get unstuck. So that is that one we've Got three more questions here. Do you guys have any before I wrap up? That's kind of your reminder, your prompt. If you have any questions that you want to have answered or any thoughts you have as we go through here, feel free to chime in as we go through. All right, this next question is from Wayne, who asks is there a way to exclude tasks from the main inbox? I currently use Ticktick as my personal task manager, but considering a full migration to ClickUp for personal and work, I don't want my inbox to be full of work and personal tasks all at once. I need separation. So if you guys aren't aware, Inbox is this thing up at the top. It's in home view and it shows you all of the tasks due today or earlier for the most part. And yeah, that's the summary. It's a lot like my tasks in Asana. Right now there is no personalization to click to this inbox and I'm just going to do a quick check to make sure there's nothing that I shouldn't share here. Pretty sure this is just yeah, oh this is really sensitive information. So here is the inbox currently and you can see the stuff that is coming in. Unlike everything else in ClickUp including every other areas in ClickUp, Inbox in ClickUp is not customizable at all. So this request of having a separation of church and state of personal work inside the inbox cannot be satisfied unless you have totally separate ClickUp accounts. Which again I wouldn't recommend doing it. The benefit is usually not worth the gain. Oh Irina. Though I have a quick, quick side note to Irina's question earlier. Here's an example of a delegated reminder that works as a one way message. You can see that this was sent from the other Layla Pomper in the email in this account. To me this is what it looks like, almost like a message. So fun fact there. But yeah, there's no separation inside Inbox itself. So if you wanted to accomplish this, the way to do it would be to actually use favorited views which are better than Inbox anyway. So you could create a view at the space level for each of the parts of your life and have those as different favorites inside your workspace. You can flip to those as, you know, inbox school, inbox home inbox work and so on, that kind of thing. If you want to learn more about this kind of favorites method to segment your work. I actually have a video on this under the time blocking video that I did on on how to use The ClickUp calendar. So yeah, my overall consensus is Inbox is pretty much not good anyway. So I would create your own inbox using views and favorites. Okay, so coming on, can I survive on the free plan with limited storage? Yes, you can. One of the hacks that I want to help you, that will help you do this, that will help you stay on clickups. Stay on clickups free plan or stay on an affordable plan for personal use will be to steal this hack from our mvp. Someone who emailed me Jim. Jim was a season subscriber of the channel and he had this pro tip around handling attachments and storage in ClickUp. So Jim creates an attachment tag which I know this is hard to say and you've actually seen some other tips from Jim. He contributed an email and I've used his tips throughout different videos because he's just such. Just a lot of smart ideas here. Thank you again Jim for this one. But creating an attachment tag is one way to maintain your storage and ClickUp in general. We don't want to be uploading many much information directly to ClickUp because it's not easy to access, it's not easy to delete. But still, one of the main reasons people upgrade from free to unlimited would be to have unlimited storage, even though that's just not a very important feature. So if you cannot just get away with just linking things, right? Just linking to your docs by using a button or something like that. Let's do hyperlink. Oh my goodness. Attach. There we go. If you're going to do the attachment method where you actually upload things directly, that's going to use up your storage. If you use a hyperlink to a Google Drive or something other folder that's not going to use up your storage. But once your storage is used up, it's really hard to keep track of where you have things in your workspace. Because right now, as far as I know, there is not a filter by attachment. Like there's no filter has attachments. So you can go ahead and delete those things after you upload them. So if you're trying to maintain your storage, Jim's suggestion here is to create a tag and every time you attach something in ClickUp you add a tag to that task. So that way you can create a query. Let's just use a table view and at the everything level, filter by all of the tasks that have the tag attachment and you basically end up having a document archive or a, let's say attachment archive of all of the different attachments in your area, that kind of thing. So this would be a good way to kind of maintain your use of the free plan if you needed to use that for personal use. Also cut down on custom fields and don't need any of the fancy features and then you'll be fine on the free plan for a long period of time. If you're a business user, you can also get away with the free plan, but you might find that the reporting is worth upgrading a little bit for those controls and so on. Another quick question here is around the personal Google Calendar. So if you're using your Google Calendar for time blocking, does that Google Calendar show up to everybody? The question is no on this. If you have your Google Calendar showing up in ClickUp, it is indeed your own separate area. As far as I found, unless anything changes, you can go to Calendar View, see your calendar in ClickUp. I have a video on that which I can link above after this live stream is done. And no worries about other people seeing that it does follow you everywhere else in your workspace. All right, two more guys, this is my last call for your public questions. If you have any questions about anything I've not hit on yet or you don't see on your screen in front of you, tell me now. And of course, as always, if you want to see a demo of any of these things, just yell out demo. So that I know take a pause and show you a demonstration of some of these features because I know this is a lot of rapid fire information. Hopefully this will be great for reference later, but it can be hard to keep track of it all in your head right now. So this next one is actually, I believe, from Reddit. Yes. So Reddit had a, you know, the clickups. Reddit is kind of dead. You guys feel free to hang out with me over there because I do kind of lurk around the rounds, but it's just not very active. Not a very happening place to be right now. Maybe Clubhouse will become the place for a ClickUp. I don't know. But this was a comment thread that showed up in Reddit that I thought was pretty interesting. It was talking about how ClickUp needs to have a personal way to turn off the team features. I really want to turn it off and not see anything else regarding team features. And I wanted to highlight the fact that while this was an older thread so they wouldn't have known at this time there is a personal mode of ClickUp. So if you guys aren't aware, if you are strictly using ClickUp for personal use and you do not have your workspace in the me option. The personal mode of ClickUp. Go ahead and do that. This will not work if you have teams in some area and personal in others, because it does remove features. But if you're just purely using ClickUp for personal use, switch to this mode in your settings. You can do this when you first set it up or later on. And what it does is it Here we go. It focuses on everything being assigned to you. It doesn't let you assign things to others. Everything is simpler because things are automatically assigned to you. You're not using up your automation system to do that manually. And it's just a simpler way to experience ClickUp with less click apps, less functions and so on. So if you are using ClickUp for only personal use, consider switching to personal mode if you are going through clicking up. If you're working on ClickUp with a team, I would stay in that team mode just so you have all the features. Another way to do this would actually be to go into the actual space itself and disable click apps you do not need. So if you don't need these things, turn them off. That's another way to actually get rid of some of the team based features in ClickUp. So that's pro tip for those Redditors out there. Also hang out with me on there if you are, because it's pretty quiet. If you were looking to figure out a way to keep things way, way, way simpler inside your ClickUp account for personal use, what could I potentially build into ClickUp? So this is just going to wrap up with some use cases because I know you guys like use cases inspiration ideas for things you can build out inside ClickUp. Um, here are some suggestions I think I'm seeing if it's the subtask or the task that has her screenshot in here. Um, Alice, who I believe is a subscriber, she left this comment in the Facebook group who talked about how she organizes her life in ClickUp and I thought I would share it here just as part one of the inspiration. If you're trying to think of like, okay, I should use ClickUp for personal use. Don't know where to start. I watched Layla's adulting video where she gave 20 or 18 different examples of how you can manage your personal tasks in ClickUp. What are the other things I could organize? Well, Alice uses ClickUp to organize her birthday calendar, her investment slash asset, tracking her cleaning schedule and monthly routines. So I think that is one kind of batch of ideas of what you could use ClickUp to organize for ClickUp is strong in task management. Go figure. But just like the assets that she's talking about here, you can use ClickUp as a sort of database. So that would be some options to consider. I also want to throw out some of my own ideas here, and these are just a few. I know there's many more that we could do here, but you could have a learning library. We actually have a template for this inside Clickingup. It's technically a business template, but there's no difference between a business learning library and a personal learning library except the type of information you gather. But basically just create a database style area where you have different categories of information and you track when you read them, review them and digest the information. That would be a learning library. You could organize your classes and student reports and homework in here. That's kind of a little bit, you know, I'm a little bit away from university now, so I haven't had that structure set up. But if you'd be interested in that, as with any of these, let me know. And we could create some templates on this recipes. I showed you some examples here. Using ClickUp docs to organize your recipes. You could also use ClickUp Tasks and build it more like a relationship database, our relational database. I know Mark asked for a little bit more information about relationships. I don't know if I'm going to have time in this live stream just because I think I'm going to lose my voice if I keep going, but that would be some options there. A grocery list would be another option of what to build out in ClickUp where you have a task called grocery list and you have checklists beneath them for each section of your grocery store. That would be an option. That overall task should probably recur. And actually when you have that task recur, make sure it does not create a new task. So that way by default everything starts out as checked. So you can be clear on. You know you could before you go to the store, you can uncheck the things you actually need to get in terms of your normal stock chore charts and gamification is another category of things. This is much like the tasks area, but the gamification is talking about how can you make it fun, how can you make it? How can you make goals around this? How can you make rewards? Tracking those kinds of things. Just like you would track okrs in a business context, tracking that in here could be a really fun way to gamify to make make games out of chores and their Rewards for court, rewards for chores. That's a mouthful. Oh, before I go on, Lei has a use case here. Thank you. Anyone else has a use case, please add it in. Tracking all the subscriptions you have with due dates before the renewal so they pop up and I can decide which ones to renew or not. That is such a good one. As someone who just got charged again for something that I was like ah, I forgot to cancel that member or cancer that subscription. This is a very good one that I think I might also implement there. That's probably the good balance of tracking your budgets but not going overkill. Tracking the subscriptions could be a great way to go gardening. This could be one that you can actually copy. I know Marie Poulin has a template for notion about gardening and managing her either ideal garden or current garden maintenance. Let's copy that and bring that over to ClickUp. Maria has a lot of great content. We could create a database inside of ClickUp, creating a cover photo for each type of plant, the maintenance tasks and maintenance schedule, you know, whatever you need to do to serve that plant as subtasks or checklists and have a really aesthetic digital garden for yourself to keep track of all your house plants. Home sale. You know this is close to home. If you didn't hear me talking about the person just roaming around my front yard the last few, the last hour here, obviously this one's close to home. You could have your home sale process tracked and ClickUp these kinds of one time big picture projects. Similarly home renovation, which I talked about in my last video, my last livestream around adulting. Again, I'm just going to keep mentioning that one. So I'm probably going to release a video or at least a template about this. The template will be inside clicking up as well as a moving your home, relocating, that kind of stuff is all things that you could track inside ClickUp to help yourself stay a little bit more organized and if you want something a little bit more abstract, kind of the generic productivity. I would also check out this one which again with a weird facial expression. I swear there's no way to do a good still shot of yourself in a video. But I also did this video where I talked through the ways I've organized my own personal productivity and ClickUp in 2019, 2020 and 2021. Coming up how I've changed that over time. So this would be a great video to watch if you want to learn more about just general productivity and planning for personal use. So I'll just put that here as personal productivity all right, so that is that. Yep. Thank you, Mark. Sorry about not having a lot of time to do the relationship features here. I think that's probably going to warrant its own deep dive just on relationships, because I think relationships is one of those features that just like personal use. It's so broad, you can use it in so many different ways. But I really want ClickUp to get a few key features out there before we really say, all right, go ahead, use it, build your business on this feature. Because right now it is so buggy and even with the recent releases I'm not quite, I'm not quite ready to build on it for large setups quite yet. So anyway, there's that. So last note is just hey, introduction, if you haven't already. Believe it or not, you watching this channel passively in the background while you're checking your email is not what it takes for this YouTube channel or this YouTube video to take off. So I want to ask you in this last minute here to take an action that costs you absolutely nothing. And like this video on YouTube, you might be in the comments right now, honestly. Or Facebook, that's fine too. Wherever you're watching like this video, give it a reaction of some kind because it doesn't cost you anything. But some reasons for the weird YouTube Facebook algorithms. Unless those things happen, YouTube and Facebook do not know if you enjoy this content. And believe it or not, free YouTube videos to small audiences are not enough to sustain the business that is process driven. Most of our revenue comes from our clicking up community, which is where we teach people how to use ClickUp. We give them templates. I'm giving one on one coaching and group coaching throughout that community. I mean pretty much the entirety of the week when I'm not on live with you guys. But the other way we do sustain ourselves is through having this content reach more people. So this is a free piece of content. If you would like to pay for it. Pay it forward if you will. Leave a comment, several comments, that would be great. Give it a thumbs up. Each of those things helps this video actually perform and is what encourages us or me specifically to pick out more topics like this because I know you're actually enjoying it. So just to wrap up, I want to invite you guys to tell me if there's any other related topics similar to personal productivity that you would like to see here on the channel. As you guys know, January has been our month about personal productivity. I answered, I don't know, probably 25 questions today. I would guess 20 something around there with your guys coming in, 25 different questions about using ClickUp for personal use. But I'm sure I did not get all of them. So if you have a particular topic, I know we've got the relationships with Mark here, Arena, and I think. I don't think it was arena who asked about todoist. I know there's the question about todoist. We've got a few other questions that could dive into some deeper answers. Oh, Carlos, about the question about todoist, if you have any questions of your own that you'd like to see us cover here at the end of our month talking about personal productivity, this would be the time to say it because I'm checking every comment and what you guys think is a great idea here is what's going to determine what's coming out here in the next few weeks. If you do not watch the rest of the videos that are coming out here in January. Let me just say that next month we're going to be talking about a whole different topic in terms of using ClickUp and if you haven't already, click subscribe. So you see those videos on the YouTube channel, you might want to do that. So I'm just going to check any of the comments here. And Mark's asking about these webinars, this kind of things here available for replay. Absolutely. You can find this video here on the YouTube channel at ProcessDriven Co YouTube. And if you'd like to track your progress. And this is actually a fun little free feature I know I haven't talked a lot about. You can actually find all of the processdriven YouTube channels not or YouTube videos. All of our videos that we've done that are for the public actually in our member vault, which is where we end up hosting our actual community, our real services as well. But I'll pull this up on the screen. I want to share this with you guys in case it helps you. This is a free benefit that you know you're welcome to do. Just consider it just a benefit of being on here and being awesome. We have our paid services here, but ProcessDriven YouTube channel is a free product we have at processdriven.vip membervault.com I will make that bigger so you can actually see see it. If you go here, you can create a free account and you can actually track your progress watching all of our YouTube videos here. So if you're someone who's feeling overwhelmed by the YouTube side of things, I mean, you're welcome to watch on YouTube as well. But we have all of the same videos here with transcriptions which make it a little bit easier to skim. Some of the older ones not so much. But see these kinds of videos here where we kind of go through what's going on, different links and you can track your progress just like a free, free online course. I know I haven't really talked about that much, but I probably should be talking about it more because it is on here and it is a benefit. And also last plug if you want to support this channel there is a link to buy me and the team coffee in the description. If you don't want to join our community but you just want to say woohoo, good job that is down there and we would really appreciated it. Grant says adding creating tasks from docs yet the best way to do that is probably going to be just highlighting your text and creating your I just tried to click on a video guys. It has been a morning last final thing here. I'll just use this to wrap it up. We can create a task just by highlighting doc highlighting any task we have in here and creating a task there. So we've got some more questions coming in, but I'm going to add these into our queue for future videos. Please do keep them coming even after this. If you're watching the replay, keep your questions coming. I read and respond to every comment so so if I can see a comment from you, it'll either get on our idealist inside ClickUp, go figure. Or it'll actually get answered in our next live stream. So thank you guys so much for joining me and have a great rest of your day. Yeah, talk to you guys soon. See you in the Facebook group. See you in clicking up and have a day. Great.