hierarchy tutorial
closed
C
Christian Crowley (work)
As a new user, I would benefit from seeing more examples of how people have set up their hierarchy. It would be especially helpful to note that many users may want to use only 1 Team, as we cannot simultaneously see Tasks from different Teams, and each Team uses a separate calendar.
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Luci N.
closed
We are closing this feature request as we work to make better use of our feedback boards! Removing old and stale posts will increase the communication between the ClickUp team and our users, as well as allow us to hear more of your great ideas!
If you feel like this request is worth us revisiting, feel free to create a new post for this request!
Waleed Elaghil
open
C
Christian Crowley (work)
Update: Chris C noted that ClickUp will soon offer "custom fields" which may help with this workflow
Zeb
planned
Zeb
Hey Christian! What's your specific use case? What type of team(s) are going to be using ClickUp? We'll be happy to make individual use cases for you.
C
Christian Crowley (work)
Zeb: Hi Zeb. I had an e-mail from Chris C as well on this topic. Here's what I had sent to him:
I'm migrating over from Wrike, which I have set up along the following lines (I think I've attached a screen-capture to this comment):
* I can view all tasks assigned to me in an outline-style hierarchy
* My top level is the office I'm working with (personal stuff; admin stuff; my main office; and my secondary office). In ClickUp this "office" could be a Team or a Space.
* My second level is the project team I'm working with. With one of these teams I may have several projects going. In ClickUp this "project team" could be a Space or a Project.
* Below my team-level I have the projects I'm working on with that team. In ClickUp this "project" could be a Project or a List.
* Below the projects, I have my tasks, which would be Tasks in ClickUp.
I'd like to be able to view all tasks assigned to me across all "offices". To do this, I think I need to make the following hierarchy:
my "office" = ClickUp's Space
my "project team" = ClickUp's Project
my "project" = ClickUp's List
my "task" = ClickUp's Task
My concern is that I'm going to get confused at the second and third levels.
I would rather use the following hierarchy:
my "office" = ClickUp's Team
my "project team" = ClickUp's Space
my "project" = ClickUp's Project
my "task" = ClickUp's Task
My concern here is that I cannot view all tasks across all Teams.
What do you recommend for a setup that matches what I use in Wrike (as shown in the screen-capture)?
Thanks for your advice,
Christian
Zeb
Christian Crowley (work): Hey Christian!
The best setup for you is this:
1) Definitely make your top-levels a Space, instead of a Team. Honestly, we are going to change our terminology soon - but the best setup is this. This solves your problem so you can view ALL tasks for your entire ClickUp setup, in one view.
2) After you start using it this way, I don't think there will be much confusion. Your Space is your top-level, and your project teams are projects, with projects as Lists. This is the simplest and most optimal setup for you IMO.
3) This also gives you the ability to customize ClickApps and settings for each of your "offices" (ClickUp "Spaces").
Let me know if there's any specific questions you have with that - happy to assist!
C
Christian Crowley (work)
Zeb: Many thanks, Zeb - Chris C advised the same!
Zeb
Christian Crowley (work): My pleasure, have a great weekend!
Alex Calinov
Have a look at some of these videos. plenty of examples there: https://www.youtube.com/channel/UCJC7egHqghye211WgTuXMAw/videos