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ClickUp Views EXPLAINED | ClickUp tutorial for beginners on Filters, Group by, Sort by, & Me Mode

24,927 views October 24, 2020 17:34

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ChannelLayla at ProcessDriven

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🔗 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: processdriven.co/blueprint?utm_source=yt&ut… | Every wonder how you can VIEW your data in ClickUp without scrolling through one -- seemingly endless -- List View? Say hello to VIews!

More important than the actual TYPE of view (List, Board, Calendar, Gantt, Timeline, Mindmap, Workload, etc.) View FILTERS allow you to customize each type of view to let you "chunk" your data in different ways.

In this video I'll talk all about taking advantage of this "horizontal hierarchy" by unpacking features like Me Mode, Filters, Group By, Sort By, and Public Views in ClickUp.

Watch the whole thing or skip to the part you most enjoy using the timestamps below.

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What this video covers:
00:00 - ClickUp Tutorial Introduction
0:20 - Quick ClickUp Tour
0:48 - What are ClickUp Views?
1:03 - Filtering ClickUp Views
2:09 - Filter by Task Name in ClickUp
2:38 - Group By in ClickUp Views (Status, Due Date, Custom Fields, etc.)
3:46 - Change how Subtasks look per View
4:11 - Me Mode
4:36 - Everyone Mode
5:04 - Share Public View (via URL) in ClickUp
5:35 - Save your View (or Autosave)
6:50 - List, Board, Calendar, Table, Timeline, and other Views
8:50 - Chat, Doc, Embed, & Form View
9:17 - Chat View (See other video: youtu.be/ceW9StZLRWE)
9:38 - Doc View (See SOP videos: youtu.be/bl2NT85A2dU)
10:00 - Embed View (Anything with iFrame)
11:27 - Form View (See other video: youtube.com/watch?v=o9PCIryOVbI)
11:40 - Default View
11:50 - Pin View
12:11 - Me Mode, Template, Protect Views, Autosave, Favorite a View
13:04 - Pro Tips
16:31 - Share your tips!

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/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit processdriven.co/terms?utm_source=yt&utm_me…

About this tutorial

Layla at ProcessDriven published this 17:34 video tutorial on October 24, 2020. It has been watched 24,927 times on YouTube.

Duration
17:34
Published
October 24, 2020
Views
24,927
Likes
640

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