In today's dynamic work environment, the ability to manage projects efficiently and collaboratively is a critical skill for success. This "Unleash Productivity: Project Management with ClickUp Training Course" is designed for professionals who want to master ClickUp, the all-in-one productivity platform that can handle projects of any size or complexity. This course will guide you through the process of setting up, managing, and optimizing your projects within ClickUp, ensuring your team stays organized, focused, and aligned on achieving its goals.

Over a fast-paced 10-day period, you will learn to leverage ClickUp's powerful features, from custom workflows and automations to a wide range of project views and reporting tools. You'll gain practical, hands-on experience that will enable you to transform your project management practices, reduce friction, and boost overall team productivity. By the end of this training, you will be a ClickUp pro, capable of building a tailored project ecosystem that works for your team, your clients, and your organization.

Duration: 10 days

Target Audience:

• Project Managers
• Team Leads
• Scrum Masters
• Operations Managers
• Business Analysts
• Product Managers
• Freelancers
• Creative Professionals
• Marketing Specialists
• IT Professionals

Objectives:

• Understand the core hierarchy of ClickUp
• Create a new space and project from scratch
• Manage tasks and subtasks efficiently
• Customize workflows to fit your team's process
• Leverage different views (Board, List, Gantt, etc.)
• Automate repetitive actions
• Create and manage dashboards for reporting
• Use ClickUp for agile and traditional project management
• Collaborate with your team and external clients
• Integrate ClickUp with other applications

Course Modules:

Module 1: ClickUp Fundamentals

• The Spaces, Folders, and Lists hierarchy
• Navigating the user interface
• Creating your first task
• Understanding the difference between tasks and subtasks
• Setting up your personal profile and preferences

Module 2: Project Setup

• Creating a new Space and Folder
• Adding a List for a project
• Importing an existing project
• Setting up custom fields
• Using templates to save time

Module 3: Task Management

• Creating and assigning tasks
• Using due dates and priorities
• Adding descriptions and checklists
• Attaching files and images
• Linking tasks together

Module 4: Workflows and Statuses

• The importance of a clear workflow
• Customizing statuses for a project
• Creating a new workflow from scratch
• Applying a workflow to a List
• Using statuses to track project progress

Module 5: Views

• The List view for simple tasks
• The Board view for agile projects
• The Gantt chart view for timelines
• The Calendar view for scheduling
• The Box view for workload management

Module 6: Automations

• The role of automations in ClickUp
• Setting up a simple automation
• Using triggers and actions
• Automating recurring tasks
• Creating an approval workflow

Module 7: Dashboards and Reporting

• The purpose of a ClickUp dashboard
• Creating a new dashboard
• Adding widgets for key metrics
• Reporting on task progress and completion
• Sharing dashboards with stakeholders

Module 8: Collaboration

• Using comments and @mentions
• The importance of a communication hub
• Sharing tasks and lists with guests
• The difference between private and public sharing
• Using proofing for design projects

Module 9: Integrations

• Connecting ClickUp to popular tools
• Integrating with Slack for notifications
• Using the Google Drive integration
• Connecting to GitHub for developers
• The power of the API and Zapier

Module 10: Agile Project Management

• Using the Board view for sprints
• The role of a Scrum Master in ClickUp
• Tracking burndown charts
• Conducting sprint retrospectives
• The importance of a backlog

Module 11: Time Management

• The built-in time tracker
• Manually adding time entries
• Using time estimates for planning
• Reporting on time spent on tasks
• The role of time tracking in billing

Module 12: Goals and OKRs

• Setting up a goal in ClickUp
• Tracking progress towards a goal
• Linking tasks to a goal
• The difference between goals and key results
• Using goals to align your team

Module 13: Documents and Wiki

• Creating a new ClickUp Doc
• Linking tasks and Docs together
• Using the wiki functionality
• The benefits of a centralized knowledge base
• Collaborating on a document

Module 14: Project Templates

• Creating a template from a project
• The benefits of a project template library
• Using a template for new projects
• The importance of a standardized process
• Best practices for template creation

Module 15: Mobile App and Shortcuts

• Using the ClickUp mobile app
• The benefits of the desktop app
• The importance of keyboard shortcuts
• Working on tasks offline
• Providing updates on the go

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 10 working days before commencement of the training.