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Sinopsis
ClickUp es una plataforma de productividad que combina la gestión de proyectos, el seguimiento de tareas, la gestión del tiempo y herramientas de colaboración en equipo. Ofrece flujos de trabajo personalizables, múltiples vistas al proyecto y amplias capacidades de integración para ayudar a los equipos de todos los tamaños a organizar el trabajo y aumentar la productividad.
NOVEDAD Nota: Plan gratuito disponible con características limitadas. Los planes pagados comienzan en $7/usuario/mes para características ilimitadas.
Comienzo
Configuración de la cuenta
# 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
Configuración del espacio de trabajo
# 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
Estructura de navegación
# 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
Gestión de tareas
Crear tareas
# 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
Plantillas de tareas
# 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]
# 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?
Organización de tareas
# 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
Vistas y diseños
Lista Ver
# 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
Vista de la Junta (Kanban)
# 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
Calendario Ver
# 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
Gantt
# 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 View
# 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
Características de la colaboración
Comentarios y Menciones
# 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
Pruebas y aprobación
# 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
Colaboración en tiempo real
# 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
Seguimiento del tiempo
Configuración de seguimiento del tiempo
# 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
Tiempo de seguimiento de uso
# 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
Informes de tiempo
# 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
Automatización
Reglas de automatización
# 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
Ejemplos de automatización
# 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
Tareas recurrentes
# 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
Campos aduaneros
Tipos de campo
# 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
Uso de terrenos personalizados
# 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
Plantillas de campo
# 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)
Integración
Integración popular
# 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
# 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
Integración
# 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
# 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
Informes y análisis
Creación de tableros
# 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
Informes incorporados
# 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
Análisis personalizado
# 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
Aplicación móvil
Características móviles
# 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
Flujo de trabajo móvil
# 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
Características avanzadas
Objetivos y OKRs
# 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
Gestión del volumen de trabajo
# 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
# 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
Atajos de teclado
Atajos globales
# 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
Gestión de tareas
# 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
View Navigation
# 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
Buenas prácticas
Workspace Organization
# 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
Gestión de tareas
# 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
# 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
Solución de problemas
Cuestiones comunes
# 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
```_
### Gestión de datos
```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
Cuestiones de integración
# 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