ClickUp for Construction Management Webinar Notes

Introduction

• Presenter: Jonathan, Trainer at ClickUp
• Webinar duration: Approximately 45 minutes
• Resources available:
  • Help Center: help.clickup.com
  • Feedback form in video description

Why Use ClickUp for Construction Projects

• Mission: Save time and enhance productivity
• Minimize context switching: Access tools and integrations in one place
• Customizable solutions: Work the way you want
• Single source of truth: Manage work and communications in one workspace

Setting Up a Workspace

ClickApps

• Definition: Modular functionalities in ClickUp
• Access: Through avatar menu; settings restricted to owners/admins
• Important ClickApps to enable:
  • Custom Fields: Store additional task information
  • Dependency Warning: Alerts for task dependencies
  • Incomplete Warning: Alerts for unclosed subtasks
  • Multiple Assignees: Assign multiple people to tasks
  • Nested Subtasks: Subtasks within subtasks (up to 7 levels)
  • Time Estimates & Tracking: Estimate and track time on tasks

Team Management

• Inviting Team Members: Use avatar menu to invite via email
  • Control roles (Member or Admin)
• Creating Teams: Organize members into user groups for task assignment and mentions

Using Templates for Construction Management

• Template Center: Access for creating spaces, folders, lists, and more
  • Community templates based on industry best practices
  • Keyword search (e.g., "construction") to find relevant templates
• Example Templates:
  • Construction Project Management Space Template
  • Construction Management Folder Template

Managing Projects in ClickUp

• Creating a Space: Use templates to establish a new construction project space
  • Options to customize names and import settings
• Folder Level Management: Organize individual projects, manage tasks, and view progress
• Custom Fields and Statuses: Fully customizable for project needs

Guest Access and Sharing

• Guest Invitations: Share projects with clients for visibility
  • Control permissions (view only, comment, full access)
• Public View Sharing: Generate public links for project views

Using Dashboards for Project Oversight

• Widgets: Display project data (budgets, statuses, workload)
  • Calculation widgets for totals and averages
  • Portfolio widget for high-level project overviews
  • Chat widget for team discussions

Advanced Features for Resource Management

Views

• Box View: Individual workload management
• Timeline View: Schedule tasks visually over time
• Workload View: Overall team capacity and task allocation

Enhancing Productivity

• Home Screen: Overview of tasks and deadlines
  • Integration with Google Calendar
• Task Comments: Communication directly linked to tasks
  • Notifications for activity and updates
• Mobile Application: Access ClickUp on the go; available on Android and iOS

Conclusion and Resources

• Feedback: Encourage participants to provide feedback
• Resource Center: Help Center for articles, customer support, and video library
• ClickUp University: Free, self-paced training courses on various topics, including guest management and ClickUp expertise certification

Final Thoughts

• Thank participants for their attention
• Encourage joining future webinars and provide feedback on this session.