6 Ways to Create SOPs & Template Tasks | Advanced ClickUp Tutorial

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Today we're going to take a step back from workflows to help you reduce the friction of documenting your processes using ClickUp.

The different options for how to create standardized processes in ClickUp is an area where I see a lot of clients (and team members!) get tripped up. In a two-birds-with-one-stone video, I'm creating this video to provide a detailed resource explaining the most common options.

That way, you can stop overthinking and start DOCUMENTING!

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Here's what we'll cover:
1:43 - First, watch my video example SOP video for a newsletter process!
2:12 - Complexity is a blessing and a curse.
3:56 - FYI ClickUp does have a free plan.
4:18 - Instances/versioning is a big headache with ClickUp templates
5:57 - Method #1 Task with Subtasks
6:15 - Side Note: How to Use Templates Method A
6:50 - Side Note: How to Use Templates Method B
8:40 - Side Note: ClickUp Subtask Dependencies
9:12 - Side Note: Consider Numbering Subtasks
10:00 - Method #2 Task with Checklists
11:55 - Side Note: Checklists have less visibility.
12:50 - Method #3 Task with Description
13:41 - Side Note: Printing from ClickUp
14:24 - Side Note: Assigned Comments in ClickUp
15:47 - Why use Docs for SOPs in ClickUp?
16:57 - Method #4 Task with Doc
18:43 - Side Note: You can have ClickUp open in multiple windows.
19:48 - Method #5 Task with Public ClickUp Doc
23:20 - Method #6 Hybrid
29:18 - Side Note: Leverage your SOP Doc templates!

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