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ClickUp Training

ClickUp Training

You’ve been looking for a single app to replace your to-do lists, project management boards, spreadsheets, emails and time tracking apps and have fallen in love with ClickUp. You can see the power in having everything in one place but want to get ClickUp training so you can use the full potential of the software. Let’s go through the basics.

ClickUp Demo

You’ve dived in and signed up to ClickUp, what next? The video below will give you a good demo of ClickUp as your CRM (although you can use ClickUp for much more). Want a demo from a ClickUp trainer? Join the waitlist below.


ClickUp Set Up

Whether you’re a solo ClickUp user or the ClickUp Admin for your whole company, you’ll need to know how to get ClickUp set up properly.
Key steps for starting with ClickUp are:

  1. Signing up to a free or paid plan
  2. Understanding the structure of ClickUp
  3. Creating your first task in ClickUp
  4. Organising your ClickUp tasks
  5. Saving layouts in ClickUp
  6. Using ClickUp templates

ClickUp Tutorials

Want to learn ClickUp fast? Watch this 2-minute ClickUp intro video.

Looking for a ClickUp tour video? Watch this 11 minute video that includes how to set up ClickUp.

ClickUp Courses

Before we dive into personal ClickUp training options, we know that not everyone has time for one-on-one training sessions. If you’re the self-paced course type, check out these top ClickUp courses:

ClickUp Templates

Templates make it so much easier to get started and ClickUp templates will make it easy for you to get started. See a great collection of ClickUp templates here.


ClickUp Trainers, Developers and Consultants

If you’d like a paid online ClickUp demo with a trainer or would like an expert to help with ClickUp implementation, join our waitlist below.

If you’ve got a tight budget and needed training yesterday, definitely jump on the ClickUp YouTube channel or visit their support knowledge base to get quick, basic training. If you’re looking for more comprehensive training, the main benefits you’ll get from one-on-one training are:

  • Structured training that is in-context with your skill level
  • Question time! You’ve done the training and are wondering how it would best apply to your team? Getting to ask specific questions and get instant answers is gold
  • Team engagement as you’re all learning at the same time and you know what everyone knows about the software
  • Better user adoption. You’ll have resistance to the training because people hate change but having an engaged trainer to answer objections leads to better user adoption
  • Customised training. You’re running a unique business in a specific industry. Get training with your terminology to faster track the learning journey
  • Suits your workflow. You run your business in a specific way and the software you use needs to work in a specific way. Get workflow automation training as a bonus!

Training sessions are structured to best suit your skill level, industry, class size and learning outcome requirements.
You’ll get a booking link so you can attend the video session and the session will follow a format similar to:

  • Quick introductions
  • Putting your ClickUp use in the context of your organisation
  • ClickUp learning content i.e. basics, advanced features, specific workflows
  • ClickUp questions from your team
  • Clarification of any follow-up research for your trainer
  • End of session (with option to be sent additional ClickUp information, notes and video afterwards)

You’ve booked the session but we know that you might want extras. Request these extras with your training booking:

  • Customised videos for your knowledge base. Super useful for new hires and for people to refresh their knowledge
  • New hire quick start videos. Get onboarding training that is specific to the needs of your business
  • Extra sessions. Everyone busy? Split out the training into short, punchy mini-sessions to better suit training and information retention to your fast-paced workplace
  • Edited recording. Trainers are happy to record sessions but you might want an edited video for your team’s use. Request this when you make your booking


ClickUp FAQs

Top ClickUp questions:


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