Improve task-sync onboarding (syncing tasks to calendar)
Ricardo Clerigo
Improve the way that users can set up how tasks sync to a calendar. It should be easier to set up and clearer on what the best practices we advocate are.
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Ricardo Clerigo
Merged in a post:
Google Calendar onboarding
Crow
I've been getting some of my team members set up with ClickUp this week, and we've found it confusing to set up the 2-way sync w Google calendar.
It seems to work best if the user first goes into their Google calendar and creates a new calendar named something like "ClickUp Tasks ([My Office Name])" where "My Office Name" is something like the Company's name. This helps make it clear when you open ClickUp, which calendar you're sync-ing with.
Then the use can go over to ClickUp and complete the sync, choosing the new "My Office Name" Google calendar.
It would be helpful if the ClickUp sync wizard included some instructions along these lines. This set-up has the benefit of making ClickUp tasks a appear on Google calendar in a different color, and giving the Google-calendar user the option of turning them off or on.
Thanks for considering this addition!
Ricardo Clerigo
Hey folks - moving this back to open. In the past 2y we have implemented an easier way to configure how to sync tasks at a location to a google calendar, but there's more we can do here to address the OP.
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brandon sherrick
That's a useful setup tip for integrating ClickUp with Google Calendar! Creating a distinct calendar for ClickUp tasks in Google Calendar does help in managing and visualizing tasks separately. Your suggestion to include clearer instructions in the ClickUp sync wizard would definitely benefit users who are setting up this integration for the first time. If you have any specific feedback or suggestions for ClickUp support or their user community forums, sharing your experience could also help others facing similar challenges. Is there anything else about ClickUp or project management tools you're exploring that you'd like to discuss or need assistance with?
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Martha Tyree
Overall, Google's onboarding process is focused on three key areas: employee support, feedback, and tailoring programs to specific roles. This involves giving new hires access to leadership teams, facilitating regular feedback sessions, and providing ongoing mentorship.
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Mario Dieguez B.
After some trial and error I find it best to create one Google Calendar per ClickUp Space. So you wouldn't just have a "ClickUp Tasks [My Office Name]" calendar, but several calendars.
I use ClickUp Spaces for PreSales, Delivery, Training, etc., so have corresponding Google Calendars with different colors, which can be turned on or off achieving either a consolidated or category specific calendar view.
Zeb
Awesome idea! We're finally get this done
Géza Molnár
Yeap, it was a bit confusing first time.