what it is, how to create your account and how it works in 2022
In this article you will see What are ClickUp?What is this tool for, its advantages and how clickup app works in 2022. Step-by-step tutorial to start using this platform.
This productivity platform You will help make different options to create tasks, assign projects and communicate with your team from one place.
And if you add to this software the ability to integrate with a wide variety of third-party tools such as a Google spreadsheet or Zoom, you’ll find that this platform is designed for you.
We start the Clickup 2022 tutorial.
What is ClickUp and what is it for?
ClickUp is an online productivity tool that allows you to be able to assign, generate and modify in a personalized way tasks, documents, goals, tables, online whiteboards and talk with your team by chat in the same interface.
ClickUp is an excellent area planner, which will allow you to improve order, planning and communication with your teamso that the entire process of a project is done in the most orderly way and all in one place.
Who uses ClickUp? Who is ClickUp for?
ClickUp is created for any type of businessthere are small, medium or large ones, which will improve the level of productivity with your teams and centralize all communication between departments in a simple and intuitive platform.
Who uses ClickUp? The industrial sectors that can benefit from this tool are extensive, but the platform itself shows some examples on its website:
- Sales.
- Marketing.
- Project manager.
- Designer.
- Finance.
- Engineering.
- IT etc
How does ClickUp work?
the task manager ClipUp feature via subscription: free and paid.
With an attractive, simple and intuitive interface, you can perform some of the features that I am going to explain below, and in the image below you can see more than 200 features that ClipUp offers.
ClickUp features:
- Create your projects, organize departments or assign work through spaces, mats and lists.
- Assign customizable tasks.
- You can create sub tasks within a task and be able to verify which processes have been terminated.
- View your projects and work from 15 different modes offered by the tool and stick with the one that is most comfortable for you.
- Automate day-to-day work.
- Choose pre-designed templates depending on your need.
- Don’t abandon your favorite programs, with ClickUp you can integrate more than 1000 external programs. Asana, Google Drive or Dropbox are some examples.
- Respond and write comments within each task.
- Send emails within the platform.
- With ClickUp Docs, you can create and edit documents in real time with other colleagues.
- Visualize the workload of your team.
- Set some goals or objectives.
- Generate informed.
- Project management, and much more…
Here are some of the standout features. And finally, if you have any problems, you have a support team available 24 hours a day.
Advantages of using ClickUp
The benefits of using ClickUp for your company are several, among them we can highlight:
- It’s free: Offers a free version in order to test its features, without spending money.
- equal premiums: Their payment plans start from $5 to $19.
- personalized plan: If you have a large company and the fixed plans do not suit you, they offer you a plan to suit you.
- Improve internal communication of you work team.
- Your entire team is centralized on the same platform.
- offline functionality: You can get to work without internet connection.
- mentions to team members in the comments.
- do not miss 1000 external programs that you can integrate with this platform.
- Support 24 hours.
Do you want to install Spanish ClickUp?
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platform is available to download Windows and Mac computers.
It is also available for mobile devices through the app store (iPhone and iPad) and google play (Android).
If you prefer not to install any program on your computer, ClickUp can be used through its online platform.
Tutorial ClickUp 2022: How to use zero
ClickUp to offer so many alternatives and so many functions, the configuration and creation of each account can be different, depending on the requirements you have.
That’s why in this tutorial, I want to show you the main function, which is to create a space, a list and a task.
1. How to create a ClickUp account
To register on the ClickUp platform, the first thing you have to do is access the official ClickUp page.
Then click on the button <
2. Free registration
It will ask you for an email to create your free account. Once it is presented, press the button <
Then introduce him to user number, a password and accept the terms and conditions.
To finish, press the button <
3. Check your correlation
For security, check that you are entering the email with the numbers that correspond to you.
When finished press the button <
4. Complete the questionnaire
For a better experience and initial customization, it will ask you to cover:
- Number of you workspace.
- Profile picture.
- Favorite color.
- How many people do you work with?
- So that sector is going to use ClickUp.
- How to discover the platform.
- If you want to import tasks from other applications.
When you fill in these fields, finish by pressing the button <
5. Choose a template
There are 4 options when getting started with ClickUp:
- With a simple template;
- intermediate template;
- advanced template;
- Or starting from scratch.
For this case, I choose the last option so you can learn how to create the essentials from scratch.
6. How to create your first ClickUp task
To create your first task, the first thing you need to do is create a list in your workspace.
To do this, go to the section <
Now, go to the bottom right of the main screen and select the button <
Then you will get many options such as numbering the task, selecting the list, workspace, who you want to share it with, adding files, labels…
Once you fill in all the fields you need, click <
7. How to modify a task
If you click on the task and then on the 3 horizontal buttons, you can perform numerous actions such as:
- Share permissions;
- Duplicate task;
- Make it a subtask;
- Save as template…
Outside of that context menu, go to see the exchanges that were made in the task, on the right side.
You also have the option to manage documents from your computer or by third-party applications, such as One Drive.
What options do you have to add to the task within the main screen?
In the image section below, go to be able to change:
- The number has the task;
- Create a secondary rug for her;
- Label editing;
- Add expiration date;
- Assign it a priority;
- And invite members outside the program via email.
ClickUp Pricing
You can start testing ClickUp for freealthough it has its limitations, such as storage space.
The platform allows you to pay annually or monthly, regardless of the plan you choose.
ClickUp annual prices are as follows:
- Free: $0.
- Unlimited: $5.
- Negotiation: $12.
- Trading Plus: $19.
- Large company: Contact sales.
Other tool articles you may be interested in:
ClickUp App Review
As you have seen in the article, ClickUp offers a lot of functions, more than 200, but I wanted to focus on just one, which is the tasks, since it is the feature that many users will surely use.
The first time you log in, have a well-organized program, with a simple interface and an easy level of customization to implement.
The time I was researching the platform to be able to explain in the article, it is, without a doubt, one of the most complete that I see on the market.
On a personal level, I quite like that it has a reminder section, where you can indicate that you want a notification, either for yourself or a member of your team.
The option to grab the screen without the need for external programs also fascinated me, since I sometimes make videos.
ClickUp is a Swiss navigation full of productivity features, but always maintains an order in its interface.
Other views (opinions) of users who tried this tool.
I hope you have tried the tutorial of this platform and if you want to do this, please comment on the article and if you can help you solve the problem with ClickUp. And if you liked the tool, share the post on your social networks.
what is it, how it works, benefits and examples
Twitch, the largest streaming platform in the world with an average of 30 million users per day, is the place for content creators who want to connect more closely with their audience through live video streaming, but also for brands who want to engage in new advertising avenues to approach audiences in a another angle. In both cases, draw a marketing strategy on Twitch, you should consider how advertising works on this platform, as well as the benefits it can offer you. In this article, we tell you everything you need to know. (more…)
What is it and how it works?
Search engines are a key element of the advertising digital, since they have a very separate role in the purchasing processes. Consumers go to all of them to solve everything they need to know, so that they offer them an excellent opportunity to position their brand.
The SEA (Search Engine Advertising) our help has obtained visibility in search engines of paid ads and get the most out of this channel. We explain what it consists of and what its main tools are. (more…)
What is it and how it works?
the ace social networks play a key role in online strategies and are an essential part of brand positioning.
Using SEO tools to rank high in search engine results is very important, but a business’s online presence isn’t complete without social media. This is where the Social Media Optimization or SMO. Let’s see what and how we can put it into practice. (more…)
Three tips for developing a hybrid strategy that works
As the covid pandemic recedes and many aspects of life return to normal, the hybrid work debate has picked up. Despite many companies offering a balance between home and office work, there are still some business leaders demanding a full-time return to pre-pandemic habits.
Elon Musk is perhaps one of the most prominent to wade into the debate, demanding that Tesla workers return to the office full-time or resign in an email to the entire staff. Politicians have also suggested that civil servants should return to office, with Jacob Rees-Mogg touring the buildings in Whitehall and publishing a ranking table of government departments based on the number of staff present.
Other organizations are still experimenting in an attempt to find the right strategy for them. Lloyds banking group work: Lab leader Tom Kegode, who advises the company on the future of work, is not surprised that disagreements persist over hybrid work arrangements.
Speaking at the Chartered Institute of Professional Development’s Work party conference, said: “This is not an end state, we have not realized the future of work now that we are starting to work in a hybrid way; that will continue to evolve. Now it’s about how we take people along that journey.”
Currently, a three-day office week is the most popular among British workers, according to data from workspace provider IWG, with Tuesdays, Wednesdays and Thursdays accounting for the highest number of office visits.
Hybrid work should be task-focused
However, allowing the day of the week to determine the hybrid work policy is the wrong approach for companies, according to Kegode. “Think about the percentage of time you spend with other people and colleagues, rather than the days of the week,” he said.
Gary Cookson, author of the book Human Resources for Hybrid Work, to accept. He said: “One thing I would strongly advise against is going by the days of the week and creating an arbitrary split between two days at the office and three at home. You have to think about the tasks, the team and the way that team should work.”
This is not an end state, we haven’t realized the future of work now that we’re starting to work hybrid.
While some companies have focused on worker preferences, Cookson suggests the priority should be finding the right work environment for the task at hand. Although individuals will have their own preferences and circumstances, which can be taken into account, he believes it is about “the task and the need for the task as opposed to the need for the individual”.
Foster office collaboration in a hybrid world of work
A common reason cited by business leaders for returning to the office is the need to rediscover some of the creativity and collaboration that came from spontaneous personal conversations in the office. But Kegode believes that too many organizations look to find “the productivity and creativity panacea that was the water cooler.”
Going to the office doesn’t lead to collaboration in and of itself, he noted. “It’s really about community and connection. If we get those two things right, collaboration will be a byproduct of that.”
Cookson also believes that the spontaneous water cooler notions of the time are a myth. He added: “It was the design of the organization that allowed that to happen and the structure that brought two or more people together, doing jobs at the same time in the same place. We need to consciously design for that kind of thing.”
One way business telecoms provider Onecom is trying to do this is to bring a social element back into the workplace. People and culture director Parysa Hosseini-Sech said the company is “creating opportunities for people to meet a little more informally.”
He added: “It’s not always about a specific meeting or task, but just creating opportunities for people to come together. It’s about keeping people engaged and productive.”
The company has faced challenges adjusting to its hybrid work arrangements. Hosseini-Sech admits that there were problems with people not communicating when they went to show up at the office before a formal hybrid working strategy was implemented. As a result, Onecom has spent a year developing its agile working policy.
Kegode has also been exploring how Lloyds Banking Group can create a “bridge” between the physical and digital workplace. One current consideration is establishing regional communities that will allow people who live in a similar area to meet more informally, rather than bringing everyone together in a central office.
He said: “We need to keep the best parts of remote work and lose the bad behaviors. It will never work if we start to reinstate the old working practices.”
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what it is, how it works and improves teamwork
Organizing the work of the efficient human team is one of the great answers to our challenges in digital marketing. As marketers, we work with different channels, people, objectives… so it is necessary to be up to date with all needs and coordinate effectively.
Faced with this need, Agile methodology and Scrum plant a way of organizing work based on transparency and adaptation. Let’s see what it is and how it works to improve teamwork. (more…)
how software works to create invoices in 2022
If this is looking for a software to create invoices in the cloud, in this post I will talk about Held, one of the best billing and accounting programs for SMEs.
Held It can be him cloud management software you need to take control of your company, using it is very simple and allows you to have all the key information in the same application, if you are interested, keep reading!
what is withheld
Technically explained, Holded is an ERP (Enterprise Resource Planning) there is a CRM (Customer relationship management) at the same time, or what is the same:
retained are a Management program of invoices, finances, operations with clients and human resources of your companyeverything from a single comfortable and intuitive place.
Holded’s goal is to make organizing and managing your projects easier, which is why the planner includes a section for contacts, sales, expenses, days off, equipment, inventory, projects, banks, accounting, and analytics.
Without a doubt, one of the best billing and accounting programs for SMEs.
Who uses Holded, software to create invoices
for the general, Retained for the user:
- companies and freelancers that you need to keep track of your accounting, products and employees.
- Y single character with a project, since the platform does not request to be registered as self-employed.
How Holded works, the estimate and invoice program
To see how this project manager works, you just have to:
one- Download the Hold App
Go to Google Play or App Store and download the app (Retained) on your mobile.
two- create an account
Once this is done, you need create an account through your email, which will take less than 5 minutes.
If you prefer to do it from your computer, you just have to go to their website: https://www.holded.com/es and click on “Start free”.
3- Insert your data
Next, the platform will request your dates to create the account:
4- Add your activity
Once the data is provided, you must indicate what you doand then I will ask you a series of questions about the reason for choosing their platform.
5- First steps on the platform
Once answered, you will be able to access the app without any type of restriction and it will also tell you where to find usage information if you need help. When you click start, you will be presented with a series of windows that will give you the initial help to develop freely.
6- Adding information to management
Inside the tool, according enter the information that requires the managed platform, starting with your contacts: Mainly customers, employees and suppliers, to start having a solid information base. You can add them by hand or import them from your device.
7- Integrate Holded with other platforms
As a next step, it is a good idea integrate your Holded account with the demáformas that your business uses, for example: Amazon.
To do this, you must go to the products tab of the inventory section, and then click on Holded Store (which will appear when you click on your username).
once inside store on holdour go to the tab integrations and there the different platforms that we can integrate will appear, to follow the example, let’s click on Amazon and that’s it.
NOTE: In this case we have chosen Amazon only as an example, the process to integrate the rest of the platforms is exactly the same.
8- Start using Holded
Once the integrated contacts are added to the platforms, you can now use Holded to your liking, creating the inventory of products you need, invoices and managing your work team from the App of management and accounting programs.
What is a cloud billing program for?
AN cloud billing program as Holded is designed to:
- Automate your project processes;
- Register and order the most relevant data for your business, at the end of having it all in one place;
- Predict future actions, for example if the usual increase or decrease in sales requires previous data, which is known as the “history” of your company.
What Holded does as an invoice management program
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According to its own website, it is billing and accounting program your main functions:
- Classify your customer information.
- List a record of client-employer interactions (phone calls, emails, social media interactions, etc.)
- Keep a record of the products that this customer has consumed since the time they made their first purchase.
On the other hand, and as we have already seen, Holded goes beyond being a mere CRM where to carry out a registry of clients, since it also acts as a advanced management software.
In this ambit, the app is useful for:
- Keep track of income and expenses, which provides greater control and helps us stick to pre-established budgets.
- Keep a complete record of all our contacts. include suppliers, Guides or creditors, among others.
- Manage employees. The application includes a record for them with their personal information, payroll or the work center and/or assigned project.
- Know at a glance everything we have “Pending payment”.
- Generate a complete inventory of new products and services, physical or digital. This will help us to know the evolution in sales of each one.
- It acts as a diary of projects and tasks.
- We can connect the app with our bank and stay in control of cash flow.
- Keep a record of new objects, and how they are being fulfilled, thanks to the “Analytics” section.
As you can see, it can be very useful for your project to use a billing and accounting program.
Advantages and disadvantages of using Holded as an online accounting program
Advantages of Holded as an invoice generator program
- they are a system cloudstotally in the cloud.
- Downloading is quick, easy and free.
- We can have all the data in one place, thus saving time and energy.
- Highly intuitive.
- Our saves the use of paper or multiple applications, gaining order, calm and control.
- It can be easily integrated with different E-Commerce and payment gateways, including Paypal, Amazon and Google Drive.
- It is a very complete software.
- It has thousands of positive reviews.
- By 2020, more than 80,000 companies will use the platform.
- Create invoices in the app worth more than 10,000 million euros.
- There is a good quality price relation.
- Online help chat for the user.
- This section has information to learn how to use it, you will get to it by clicking on the question mark that appears at the top of the screen.
- Available for mobile, tablet and desktop.
- Available in a free 14-day trial version.
And you could say more benefits, but I think that with these you can already see the advantages of using billing and payroll accounting programs.
Disadvantages of Holded as a program to create invoices
- There is no unlimited free version available.
- It only works if the user is connected to the network.
- According to the opinion of several users, the help chat is slow and does not always understand the issue (although it is usually effective).
These accounting programs usually provide many benefits, the problem is that they are almost always paid and that always stops us when paying for this type of accounting and billing software.
How much does Holded cost, this project management program?
Although Holded is a payment platform, the application gives us the option to enjoy it totally free for 14 daysenough time to know if its operation convinces you and therefore it is convenient for you to implement it in your business plan.
During the first 14 days you will have access to all the sections, as this time will be running out of receiving emails in your inbox reminding you that the limited time is coming to an end, and you will be able to access their website to check the plan of payment that best suits your needs.
- Apart from free trial version, then the price of 7.5 euros per month for freelancerswhich I find very interesting for everything it offers.
- Paraca SMEsavailable with 4 flat sheets, which has a basic price of €14 per month, up to and full price, priced at €99 per month.
Choosing a plan depends on the characteristics and needs of your negotiation, since you must include a series of services in this software to generate invoices.
OTHER POSTS THAT MAY INTEREST YOU:
👉 What is an accounting program, what is it for and its advantages for freelancers
👉 How to start a Digital Marketing Plan for companies and freelancers
👉 7 Digital Marketing Strategies for SMEs
Conclusion on Holded, one of the best billing programs
Holded is one of the best cloud billing programs for freelancers and SMEs that allows users to create and send invoices, estimates, and keep all expenses under control in a simple and effective way.
In addition, in addition to easily generating invoices, you are also a CRM, a team and workflow management tool, a project manager and you also have an app that maintains control of your company’s stock instantly.
Without a doubt, for everything it offers, it is a very useful tool for freelancers and SMEs.
Did you know Holded or do you use another program? What do you think of this software to create invoices in the cloud?
LinkedIn provides insight into how its feed algorithm works in a new video series
LinkedIn is currently seeing ‘record levels’ or user engagement, but much of that is apparently dominated by re-posts from other platforms, spam, vaguely topical polls, and various other low-interest posting actions specifically designed to generate superficial participation.
At least, that’s how it feels, but LinkedIn is working to improve this, and today, LinkedIn launched a new initiative to provide more transparency on how it works to combat these elements and improve your LinkedIn experience.
As LinkedIn explains:
“Starting today and for the next few weeks, we will be publishing “Demystifying the Feed”, a series of blog posts and content on the platform that will aim to provide a greater understanding of how our product works and address common misconceptions and assumptions. . Our ultimate goal is to be transparent with you about how we think about the feed and how things work.”
The first two videos in the series are now live, with LinkedIn VP of Engineering Sabry Tozin explaining what types of content LinkedIn is looking to amplify in the stream:
As well as the alignment between professional and personal growth through LinkedIn content:
The latter is probably a key focus note, with many seemingly off-topic posts potentially falling into the more “personal” category.
Should you post the same updates you share on Facebook also on LinkedIn, where your audience will be professionals and those in your peer network? In most cases, probably not, but as Tozin explains, there are some crossovers that are acceptable and align with the LinkedIn use case.
That information is interesting to have, but really, what LinkedIn users probably want to know is what gets the most traction on the platform and what is likely to be penalized by their algorithms.
LinkedIn traditionally hasn’t provided much insight into this (hence this new initiative), but has previously noted that:
So if you want to maximize the performance of your content on LinkedIn, you probably want to move away from these elements and focus on creating relevant and engaging posts that align with your target audience.
That, of course, won’t stop some people from re-sharing viral posts from other apps as a means of attracting cheap engagement.
However, LinkedIn hopes to provide more oversight on how it’s addressing you with this new initiative, which could help you create a more effective and engaging presence on the app.
The first two videos (above) are pretty general, but LinkedIn says it has more to come, including:
- Demystifying the feed: how the algorithm works and customizing the feed
- Demystifying the feed: content distribution and how we work to address bias
Hopefully, these items will have more specific actionable tips to help you improve your LinkedIn approach.
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what is the YouTube partner program, requirements and how it works
YouTube, with over 2,000 million monthly active users, is one of the world’s premier video platforms. For this reason, many brands design YouTube video marketing strategies.
Thanks to YouTube, you can present content related to the sector to which the company belongs or to promote products and services. At this stage, and especially when the number of views is high, it is better to join the YouTube Partner Program. In this article, we tell you what it is and what exactly it consists of. (more…)
What is a Webinar? Meaning and how it works step by step
The webinar is in the eye of the hurricane of the digital marketing sector.
Many businesses and professionals are encouraged to organize webinars to enhance their brand, build trust with their audience and sell their products or services.
Most of us have already gotten used to training online because of how comfortable it is, so online seminars are here to stay.
In this post, I am going to quickly explain what a webinar is and how it works, so that you know how you can benefit from this visibility and sales strategy, and put it into practice as soon as possible.
What is a webinar?
A webinar is a seminar or workshop that is taught online and has become one of the actions within a digital marketing plan most popular and effective to sell.
Although it is usually done live, today it is also very common to offer it in recorded format.
In this way, there can be three types of webinars:
👉 Live Webinars – A date is set and the live online training is delivered, for example via Zoom, Google Meet or any webinar tool such as WebinarJam.
👉 Automated Webinars – The content is recorded and attendees are given access to view it whenever they want.
👉 Webinars Just in time – It is also recorded, but the user can only see it as soon as they register for the webinar, there is a time limit for consumption.
And based on all this, webinars can be done for free or they can be paid training.
What is a webinar for?
Organizing a webinar is very useful when you have different things as your objective:
✅ Gain visibility and position yourself as a specialist in your sector
✅ Build trust and create a community around your brand
✅ Educate your audience about your industry and what you sell
✅ Sell
It serves for all these goals, although in the end it is that, a sales strategy.
Webinars, when we do them for free, serve to reach new potential customers who either do not know our product or service or how it can benefit them, or do not know us as a business.
In the end, everything is based on a process by which a person discovers a brand, investigates it and compares it with others to see if what it sells is really worth it, and then makes the decision.
The sale is developed with confidence.
And with the webinar we generate confidence in those who are in the early stages of that process.
How does a webinar work?
All those things that you can achieve with a webinar have to do with it being free and using it as a digital marketing action.
But if the webinar is a paid info product, that is, a training for which you have to pay an amount to be able to attend, then two things can happen:
➡️ That it also be part of a strategy to sell training at a much higher price, and thus break the first barrier to entry with the client. It is much easier to sell to a person when they have already bought from you before.
➡️ Make it a purely training workshop, and hence its price.
I’m going to explain how does a live webinar work when there is a sales target behind.
You will see.
To organize a webinar and get attendees, you will have to carry out a series of visibility and recruitment actions.
Which?
In short, many ways to drive visits to the page where they can register for your webinar.
👉 Once you have a list of registered, you will have to go generating expectations and desires to participate live and consume the content, and you will do that by sending emails 1 or 2 weeks before the date anticipating what they are going to learn.
The idea is to generate curiosity.
👉 When the day of the webinar arrives, you will notify the attendees with several reminder emails.
👉 In the meeting room, you can be the one controlling who requests access to the room, the questions in the chat and any other matter… or you can have a moderator help you during the webinar.
This second is what I recommend, since this way you can be 100% focused on what you have to say and if any technical problem arises, you do not have to worry.
👉 In the webinar, you will first introduce yourself and build expectations about what they will learn during the webinar. 1 hour and a half or 2 hours of content (it is the most usual).
That content is usually divided into three keys or three pillar factors that you are going to explain, and each one of them responds to a problem, frustration or doubt that your potential client has.
Therefore, what you will do is make the person see the solution to all these problems, but how to solve it will be the paid training or product.
👉 The final 20 minutes of the webinar are used for the sales part, where once you have given the content to the attendees and you have been building trust and showing that you know what you are talking about, you relate those problems to your product or service: the solution.
👉 At the end you leave a space for questions and answers.
And this is, in broad strokes, how a webinar works when you intend to sell something.
Here are some examples of webinars to finish the post 🙂
Example of a free webinar to later sell a consulting service.
Paid Webinar Example
Is it clear to you what a webinar is and how it works?
I hope I have resolved that doubt and that, now that you know what a webinar is, you are encouraged to organize the first one to enhance the visibility of your brand and reach new potential customers.
If there is something you have not understood or you want to know more about the webinars, leave it to me in comments 🙂
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