ClickUp 치트 시트

개요

ClickUp은 프로젝트 관리, 작업 추적, 시간 관리, 팀 협업 도구를 결합한 올인원 생산성 플랫폼입니다. 모든 규모의 팀이 업무를 조직하고 생산성을 높일 수 있도록 맞춤형 워크플로우, 다양한 프로젝트 뷰, 광범위한 통합 기능을 제공합니다.

⚠️ 참고: 제한된 기능의 무료 요금제 사용 가능. 무제한 기능의 유료 요금제는 사용자당 월 $7부터 시작됩니다.

시작하기

계정 설정

# 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

워크스페이스 구성

# 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

탐색 구조

# 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

작업 관리

작업 생성

# 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

작업 템플릿

# 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?

작업 구성

# 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

뷰 및 레이아웃

목록 뷰

# 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

보드 뷰 (칸반)

# 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

캘린더 뷰

# 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

간트 차트

# 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

타임라인 뷰

# 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

협업 기능

댓글 및 멘션

# 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

교정 및 승인

# 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

실시간 협업

# 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

시간 추적

시간 추적 설정

# 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

시간 추적 사용법

# 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

시간 보고서

# 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

자동화

자동화 규칙

# 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

자동화 예시

Would you like me to continue with the remaining sections?```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


### Recurring Tasks
```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

Custom Fields

Field Types

# 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

Custom Field Usage

# 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

Field Templates

# 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)

Integrations

Popular Integrations

# 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

Email Integration

# 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

Reporting and Analytics

Dashboard Creation

# 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

Built-in Reports

# 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

Custom Analytics

# 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 Features

# 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

# 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

Advanced Features

Goals and 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

Workload Management

# 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

Keyboard Shortcuts

Global Shortcuts

# 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

Task Management

# 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 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

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
```### 작업 관리
```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
```### 팀 협업
```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
```## 문제 해결
```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
```### 일반적인 문제
```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
```### 데이터 관리
```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
```### 통합 문제
https://help.clickup.com/#

# 리소스
https://clickup.com/api##

# 문서
- [ClickUp 도움말 센터](https://university.clickup.com/)
- [API 문서](https://community.clickup.com/)
- [대학 교육](https://www.facebook.com/groups/clickupcommunity)
https://www.youtube.com/c/ClickUp##

# 커뮤니티
- [ClickUp 커뮤니티](https://help.clickup.com/hc/en-us/categories/137113-Getting-Started)
- [Facebook 그룹](https://clickup.com/webinars)
- [YouTube 채널](https://clickup.com/templates)