How I use ClickUp in my Morning Routine ( ClickUp Setup Tour )

Today is going to be a little bit of a different video. I'm going to be talking about how exactly I organize my day inside ClickUp. We're going to be touching on things like everything, View versus home, organizing and triaging what tasks you're going to be focusing on, how to handle notifications and our way of organizing our projects for each quarter. So if you're someone who is trying to, you know, adopt ClickUp and you're trying to figure out what life will look like for you after that or some other systems you might be implementing, definitely watch this video to get a sense of what the after is. Because I will tell you, the way we work right now is night and day from what it was a year ago. And I want to share with you guys what exactly I'm doing to make it feel so much calmer. All right, so with that, let's dive in. So once I get the coffee brewing and I'm ready to start up my workday, I am heading into the office. And as you can see, this is kind of my office here. I usually start my day around 6:30 or so. I'm usually at work about 7:30. I don't really do too much else in the morning because I'd rather just get right to it with maximum energy. If you guys would like to see a different video talking all about the gear I use, feel free to let me know in the comments. All right, so once I'm ready to finally start my day, my journey usually begins inside of Google Calendar. So looks something like this. This is my Google Calendar. Nothing radical here. I usually am checking this on my phone when I first get up or before I go to bed the night before just to check in on my commitments to others. Any event, meeting even like with my husband who works with us, everything like that ends up on the Google Calendar. So I can keep track of what I've committed to to other people. So, so I can know how to kind of manage my energy I guess for the day when I'm actually starting my day in Google Calendar, if there's nothing going on, like I don't have any meetings going on right there, my next spot to go into would be ClickUp. And as you can see, my ClickUp defaults to notifications because that typically the first place I check when it comes to notifications for me, I am checking for emergencies. So this first pass through notifications for the day, I'm just checking to see, you know, is anything a big hot button issue that I need to handle. Anything I Need to stop everything to go do. Occasionally we will have some kind of major issue like our website is down or this, that and the other that does require me to change my plans. But for the most part this is just a quick skim to see what I have on my plate. At this point, if any of these notifications are irrelevant, I'm just going to check them off and get them off my plate. I've already done that by this point. So I'm down to the three notifications that I really want to take some time to address later on today from notifications. Assuming there's no, you know, emergency topics, my next spot would be to go to my everything view. Well, let me just show you. Here is my tasks. This is just a view that we created and named for the whole team here. This is the default for everyone pinned to the front default to me mode. Those are the settings here. Basically it just shows every single subtask or task separately, filtered to only show stuff assigned to me and grouping everything by due date. So in many ways this ends up being a lot like the home view, but it's just a little bit more customizable and I just find it a little bit more helpful. So that is what we've got going on here. So I can see here I've got two overdue tasks and nothing due today, which makes sense. I'm caught up, but I'm trying to clean up some of the stuff in the past, which is why I haven't committed to anything today. I see the two tasks on here by the locations. I know what kind of tasks they are. I see one issue task and one routine task and let me actually talk a little bit about that because that's kind of the next step in this daily triage. Once I start my day, figure out what tasks I have on my plate. I I've already considered what notifications I have. It's time to start actually getting some work done. Assuming I don't have any meetings. When it comes to getting work done, the balance between doing notifications or doing tasks assigned to myself, it gets a little bit blurry. There are times where I will go right into notifications and get those cleared out because I know people are waiting on me to get their work done. If none of the notifications are time sensitive issues, I'm just going to leave them there and focus on my own tasks first. That allows me to avoid getting stuck in the weeds. So usually at this point in the day I'm going to start a timer of some kind. I Usually don't give myself a timer for those initial like getting my day started tasks, but once I'm getting ready to do some work, I want to get a sense of what I'm doing and how much of it. This has been something that again, has been hard to stick to. It's something that I used to just do for like two weeks at a time and use that as some sample data to extrapolate forward. But as we're doing more hiring and I just, I really want to be sensitive to the time cost I'm putting into things lately. So I'm trying to be more meticulous about tracking time in general always. So before I start any work here, I'm going to actually click on the task itself and start a timer so I can time myself to know how long that task is taking me. I'm not billing for this time because of my structure, but I do want to know how much my time cost is when it comes to these projects. So I could go in here and I could click just track time on the task. I could open the task and then track time. Or I could actually use my miscellaneous task categories or which if you're not familiar with that idea, you might like this video up here that explains it. But basically we have this also favorited area called miscellaneous time tracking where I have a bunch of general time categories that I use for all sorts of things that don't really fit into tasks. So for example, I'm not going to create a task that's every day telling me to check Slack. I'm going to just check Slack. I just know how to do that. But I still want to capture that time because five, 10 minutes here or there, that's a lot of time over a year. So that's where this comes in. You can see things like clicking up our main membership. I've got some main categories that go into this and I can just quickly click the start timer button to start the countdown on any of them. Right now you can see I have the YouTube content timer running, so I'm not going to click anything here because I'm not actually doing anything but YouTube content. Once my time is being tracked either on one of these general categories or if possible on the task itself, I can actually start doing the work. So that might look like, you know, whatever it is the task is. So we kind of use a combination of locations and due dates to determine priority in process driven. So I have all these tasks due and obviously I have them grouped by.