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Überblick
ClickUp ist eine All-in-one Produktivitätsplattform, die Projektmanagement, Task-Tracking, Zeitmanagement und Team Collaboration Tools kombiniert. Es bietet anpassbare Workflows, mehrere Projektansichten und umfangreiche Integrationsmöglichkeiten, um Teams aller Größen zu helfen, Arbeit zu organisieren und die Produktivität zu steigern.
ZEIT Anmerkung: Freier Plan mit eingeschränkten Funktionen. Bezahlte Pläne starten bei $7/user/Monat für unbegrenzte Funktionen.
Erste Schritte
Kontoaufbau
```bash
Sign up process:
1. Visit clickup.com
2. Create account with email or Google/Microsoft
3. Choose workspace name and type
4. Invite team members
5. Set up first space and project
Workspace hierarchy:
Workspace → Spaces → Folders → Lists → Tasks → Subtasks
```_
Workspace Konfiguration
```bash
Initial setup steps:
1. Configure workspace settings
2. Set up user roles and permissions
3. Create spaces for different departments
4. Establish folder structure
5. Define custom fields and statuses
6. Set up integrations and automations
```_
Navigationsstruktur
```bash
Hierarchy levels:
- Workspace: Top-level organization
- Spaces: Major areas (Marketing, Development, Sales)
- Folders: Project categories (Q1 Projects, Campaigns)
- Lists: Specific projects (Website Redesign, Product Launch)
- Tasks: Individual work items
- Subtasks: Breakdown of complex tasks
```_
Aufgabenmanagement
Aufgaben erstellen
```bash
Quick task creation:
Keyboard shortcut: T (from anywhere)
Or click "+" button in any list
Task properties:
- Title: Clear, actionable description
- Assignees: Team members responsible
- Due date: Deadline for completion
- Priority: Urgent, High, Normal, Low
- Status: To Do, In Progress, Review, Done
- Tags: Custom labels for categorization
- Time estimate: Expected effort required
- Custom fields: Additional metadata
```_
Aufgabenvorlagen
```markdown
Bug Report Template
Bug Summary: Brief description of the issue
Steps to Reproduce: 1. Navigate to [page/feature] 2. Perform [action] 3. Observe [result]
Expected Result: What should happen
Actual Result: What actually happens
Environment: - Browser: [Chrome/Firefox/Safari] - OS: [Windows/Mac/Linux] - Version: [App version]
Priority: [High/Medium/Low] Severity: [Critical/Major/Minor]
Screenshots: [Attach relevant images] ```_
```markdown
Feature Request Template
Feature Title: Clear, descriptive name
Problem Statement: What problem does this solve?
Proposed Solution: Detailed description of the feature
User Stories: - As a [user type], I want [goal] so that [benefit] - As a [user type], I want [goal] so that [benefit]
Acceptance Criteria: - [ ] Criterion 1 - [ ] Criterion 2 - [ ] Criterion 3
Design Requirements: - UI/UX considerations - Technical constraints - Performance requirements
Success Metrics: How will we measure success? ```_
Task-Organisation
```bash
Status workflows:
Basic: To Do → In Progress → Done
Advanced: Backlog → To Do → In Progress → Review → Testing → Done
Custom: Create status columns specific to your workflow
Priority system:
Urgent (Red): Critical issues, blockers
High (Orange): Important features, deadlines
Normal (Blue): Standard tasks
Low (Gray): Nice-to-have items
Task relationships:
- Dependencies: Task A must complete before Task B
- Blocking: Task prevents others from starting
- Linked: Related tasks that reference each other
- Subtasks: Breakdown of larger tasks
```_
Ansichten und Layouts
Seite anzeigen
```bash
List view features:
- Traditional task list format
- Sortable columns
- Bulk editing capabilities
- Custom field display
- Grouping options
List customization:
- Show/hide columns
- Adjust column width
- Set default sorting
- Apply filters
- Save view settings
```_
Board View (Kanban)
```bash
Board view benefits:
- Visual workflow representation
- Drag-and-drop task movement
- Status-based columns
- WIP limit enforcement
- Swimlane organization
Board configuration:
- Group by status, assignee, priority
- Customize column names
- Set column limits
- Add custom fields to cards
- Configure card templates
```_
Kalender anzeigen
```bash
Calendar features:
- Due date visualization
- Drag-and-drop scheduling
- Multiple calendar overlay
- Time blocking
- Recurring task support
Calendar types:
- Monthly overview
- Weekly detailed view
- Daily schedule
- Timeline view
- Resource calendar
```_
Gant-Diagramm
```bash
Gantt chart capabilities:
- Project timeline visualization
- Dependency mapping
- Critical path analysis
- Resource allocation
- Progress tracking
Gantt features:
- Milestone markers
- Baseline comparison
- Zoom levels (days to years)
- Export to PDF/image
- Real-time collaboration
```_
Timeline anzeigen
```bash
Timeline benefits:
- High-level project overview
- Multi-project visualization
- Resource planning
- Deadline tracking
- Capacity management
Timeline customization:
- Time scale adjustment
- Color coding
- Grouping options
- Filter controls
- Export capabilities
```_
Funktionen der Zusammenarbeit
Kommentare und Mentions
```bash
Comment features:
- @mention team members
- Rich text formatting
- File attachments
- Emoji reactions
- Comment threads
Mention types:
@username # Mention specific user @team-name # Mention entire team @everyone # Mention all workspace members @here # Mention online users only ```_
Nachweis und Genehmigung
```bash
Proofing workflow:
1. Upload design/document
2. Add reviewers
3. Reviewers add comments/annotations
4. Creator addresses feedback
5. Final approval granted
Approval process:
- Multi-stage approvals
- Conditional approvals
- Approval templates
- Notification workflows
- Audit trail
```_
Echtzeit-Zusammenarbeit
```bash
Live collaboration:
- Real-time editing
- Cursor tracking
- Live comments
- Instant notifications
- Conflict resolution
Collaboration indicators:
- Who's online
- Current viewers
- Recent activity
- Edit history
- Version control
```_
Time Tracking
Time Tracking Setup
```bash
Enable time tracking:
1. Go to Space settings
2. Enable "Time Tracking"
3. Configure time estimate fields
4. Set up billable rates (if needed)
5. Define time tracking permissions
Time tracking methods:
- Manual time entry
- Start/stop timer
- Automatic tracking
- Time estimates vs. actual
- Bulk time entry
```_
Zeit Tracking Nutzung
```bash
Start timer:
Click play button on task
Or use keyboard shortcut: Alt + T
Manual time entry:
Click time tracked field
Enter hours and minutes
Add description (optional)
Set billable status
Time tracking views:
- Individual timesheets
- Team time reports
- Project time analysis
- Billable hours summary
- Time tracking dashboard
```_
Zeitberichte
```bash
Report types:
- Time tracked by user
- Time tracked by project
- Billable vs. non-billable
- Estimated vs. actual time
- Time tracking trends
Report customization:
- Date range selection
- User/team filtering
- Project/task filtering
- Export options (PDF, CSV)
- Scheduled reports
```_
Automatisierung
Automatisierungsregeln
```bash
Trigger types:
- Task created
- Status changed
- Assignee changed
- Due date approaching
- Custom field updated
- Time tracked
- Comment added
Action types:
- Change status
- Assign to user
- Set due date
- Add/remove tags
- Create subtask
- Send notification
- Update custom field
- Move to different list
```_
Automatisierungsbeispiele
```bash
Bug triage automation:
When task with "bug" tag is created
→ Set priority to "High"
→ Assign to QA lead
→ Move to "Bug Triage" list
→ Add "needs-review" tag
Project completion automation:
When all subtasks are marked "Done"
→ Change parent task status to "Complete"
→ Notify project manager
→ Create follow-up task for review
→ Update project progress
Overdue task automation:
When task is 1 day overdue
→ Send notification to assignee
→ Add "overdue" tag
→ Escalate to manager
→ Create reminder task
```_
Wiederkehrende Aufgaben
```bash
Recurring patterns:
- Daily (every day, weekdays only)
- Weekly (specific days)
- Monthly (specific date or day)
- Yearly (anniversary dates)
- Custom intervals
Recurring task settings:
- Start date
- End date (optional)
- Number of occurrences
- Task template
- Assignee rotation
- Due date calculation
```_
Kundenspezifische Felder
Feldtypen
```bash
Available field types:
- Text: Short text input
- Long text: Multi-line text area
- Number: Numeric values
- Money: Currency amounts
- Date: Date picker
- Time: Time picker
- Dropdown: Single selection
- Labels: Multiple selection
- Checkbox: Boolean values
- URL: Web links
- Email: Email addresses
- Phone: Phone numbers
- Rating: Star ratings
- Progress: Percentage completion
```_
Benutzerdefinierte Feldnutzung
```bash
Common use cases:
- Client information
- Project budget
- Technical complexity
- Business value
- Risk level
- Component affected
- Version number
- Customer impact
Field configuration:
- Required vs. optional
- Default values
- Validation rules
- Conditional logic
- Permission settings
```_
Feldvorlagen
```bash
Software development fields:
- Story points (Number)
- Epic (Dropdown)
- Component (Labels)
- Browser (Dropdown)
- Environment (Labels)
Marketing campaign fields:
- Campaign budget (Money)
- Target audience (Labels)
- Channel (Dropdown)
- Launch date (Date)
- Success metrics (Text)
Sales process fields:
- Deal value (Money)
- Probability (Progress)
- Lead source (Dropdown)
- Contact info (Email/Phone)
- Next action (Date)
```_
Integration
Beliebte Integrationen
```bash
Development tools:
- GitHub: Link commits and PRs
- GitLab: Repository integration
- Bitbucket: Code management
- Figma: Design collaboration
- Slack: Team communication
Productivity tools:
- Google Workspace: Docs, Sheets, Calendar
- Microsoft 365: Office apps integration
- Zoom: Meeting scheduling
- Calendly: Appointment booking
- Toggl: Advanced time tracking
```_
Slack Integration
```bash
Slack features:
- Task notifications
- Create tasks from Slack
- Status updates
- Time tracking
- Report sharing
Slack commands:
/clickup create [task name] # Create new task /clickup assign [task] [@user] # Assign task /clickup status [task] [status] # Update status /clickup time [task] [duration] # Log time /clickup search [query] # Search tasks ```_
E-Mail-Adresse
```bash
Email features:
- Create tasks from emails
- Email notifications
- Task updates via email
- Comment via email reply
- Attachment handling
Email-to-task setup:
1. Get unique email address for list
2. Forward emails to create tasks
3. Configure parsing rules
4. Set default assignees
5. Map email fields to custom fields
```_
API Integration
```bash
REST API endpoints:
Base URL: https://api.clickup.com/api/v2/
Authentication:
curl -H "Authorization: YOUR_API_TOKEN" \ https://api.clickup.com/api/v2/user
Create task:
curl -X POST \ -H "Authorization: YOUR_API_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "name": "New Task", "description": "Task description", "assignees": [123], "status": "to do", "priority": 3, "due_date": 1567780450202 }' \ https://api.clickup.com/api/v2/list/LIST_ID/task ```_
Reporting und Analytics
Dashboard Creation
```bash
Dashboard widgets:
- Task completion charts
- Time tracking summaries
- Team workload distribution
- Project progress bars
- Custom field analytics
- Velocity tracking
Dashboard customization:
- Widget arrangement
- Date range filters
- Team/project filters
- Refresh intervals
- Export options
```_
Eingebaute Berichte
```bash
Available reports:
- Workspace overview
- Team performance
- Time tracking reports
- Task completion trends
- Workload distribution
- Custom field analysis
Report features:
- Interactive charts
- Drill-down capability
- Export to PDF/CSV
- Scheduled delivery
- Sharing options
```_
Zollanalytik
```bash
Analytics setup:
1. Define key metrics
2. Configure data sources
3. Create custom charts
4. Set up automated reports
5. Share with stakeholders
Metric examples:
- Sprint velocity
- Bug resolution time
- Feature delivery rate
- Team utilization
- Customer satisfaction
```_
Mobile App
Mobile Eigenschaften
```bash
iOS/Android capabilities:
- Task creation and editing
- Comment management
- Time tracking
- File attachments
- Push notifications
- Offline access
Mobile-specific features:
- Voice-to-text input
- Photo capture
- Location tagging
- Quick actions
- Widget support
```_
Mobile Workflow
```bash
On-the-go usage:
- Quick task capture
- Status updates
- Time logging
- Team communication
- Progress checking
Mobile optimization:
- Touch-friendly interface
- Gesture navigation
- Offline synchronization
- Battery efficiency
- Data usage control
```_
Erweiterte Funktionen
Ziele und OKRs
```bash
Goal management:
- Set measurable objectives
- Define key results
- Track progress automatically
- Align team efforts
- Report on outcomes
OKR structure:
Objective: What you want to achieve
Key Results: How you measure success
Initiatives: Projects that drive results
Check-ins: Regular progress updates
```_
Workload Management
```bash
Workload features:
- Capacity planning
- Resource allocation
- Workload visualization
- Bottleneck identification
- Team balancing
Workload views:
- Individual capacity
- Team workload
- Project resource needs
- Timeline conflicts
- Utilization reports
```_
Portfolio Management
```bash
Portfolio features:
- Multi-project overview
- Resource allocation
- Priority management
- Risk assessment
- ROI tracking
Portfolio views:
- Project health dashboard
- Resource utilization
- Timeline dependencies
- Budget tracking
- Performance metrics
```_
Keyboard Shortcuts
Global Shortcuts
```bash
Navigation:
Cmd/Ctrl + K # Quick search T # Create task / # Global search G + H # Go to Home G + N # Go to Notifications G + I # Go to Inbox ? # Show shortcuts
Task actions:
Enter # Open task Esc # Close modal Cmd/Ctrl + Enter # Save and close Cmd/Ctrl + S # Save changes ```_
Aufgabenmanagement
```bash
Status changes:
1 # Set to first status 2 # Set to second status 3 # Set to third status 4 # Set to fourth status
Priority changes:
Shift + 1 # Set to Urgent Shift + 2 # Set to High Shift + 3 # Set to Normal Shift + 4 # Set to Low
Assignment:
A # Assign to me U # Unassign M # Add assignee ```_
Navigation ansehen
```bash
View switching:
V + L # List view V + B # Board view V + C # Calendar view V + G # Gantt view V + T # Timeline view
View actions:
F # Filter view S # Sort view G # Group view R # Refresh view ```_
Best Practices
Arbeitsraumorganisation
```bash
Structure guidelines:
- Use spaces for major departments
- Create folders for project types
- Name lists descriptively
- Maintain consistent naming
- Archive completed projects
Permission management:
- Set appropriate access levels
- Use guest access for external users
- Regular permission audits
- Document access policies
- Train team on security
```_
Aufgabenmanagement
```bash
Task creation best practices:
- Write clear, actionable titles
- Include detailed descriptions
- Set realistic due dates
- Assign appropriate priority
- Add relevant tags and fields
Task maintenance:
- Regular status updates
- Comment on progress
- Update time estimates
- Resolve dependencies
- Archive completed tasks
```_
Team Collaboration
```bash
Communication guidelines:
- Use @mentions appropriately
- Provide context in comments
- Keep discussions focused
- Document decisions
- Follow up on action items
Meeting efficiency:
- Create agenda tasks
- Assign action items
- Set follow-up reminders
- Document outcomes
- Track completion
```_
Fehlerbehebung
Gemeinsame Themen
```bash
Performance problems:
- Clear browser cache
- Disable browser extensions
- Check internet connection
- Try different browser
- Contact support
Sync issues:
- Refresh the page
- Check integration status
- Verify permissions
- Re-authenticate
- Review automation rules
```_
Datenverwaltung
```bash
Data export:
- Task export (CSV, JSON)
- Time tracking data
- Comment history
- File attachments
- Custom field data
Data import:
- CSV task import
- Migration from other tools
- Bulk user creation
- Template import
- Integration data sync
```_
Integrationsfragen
```bash
Common integration problems:
- Check API permissions
- Verify webhook URLs
- Test authentication
- Review rate limits
- Monitor error logs
Troubleshooting steps:
1. Check integration status
2. Review configuration
3. Test with simple data
4. Check error messages
5. Contact support if needed
```_
Ressourcen
Dokumentation
- (LINK_9)
- [API-Dokumentation](LINK_9 -%20[University%20Training](__LINK_9___
%20Gemeinschaft
-%20[ClickUp%20Community](LINK_9 -%20[Facebook%20Group](LINK_9 -%20YouTube%20Channel
Ausbildung
- (LINK_9)
- [Webinar-Serie](_LINK_9__
- [Bibliothek bearbeiten](LINK_9