Focused overlays guiding users inside of the app itself can contextually explain the most efficient ways of using each feature. For example, horizontal hierarchy, vertical hierarchy, and favorites. (see mockup images below)

The first 5-minutes in Clickup are overhwelming. As customers, introducing ClickUp to clients, collaborators, and friends becomes a big task on our part; especially when we're trying not to overwhelm people with all of the shiny features. Having users take an online course through ClickUp University feels like a large daunting time-investment with how much information is available there. It's disconnected from the experience and feels out of the way.

Upon first starting out it's easy to get excited and use more features than we should be but it comes at a price. For example, accidentally adding in a CF into Everything View can punish us later on — especially with the new pricing requirements for tools that could help us patch up those same mistakes. i.e. https://clickup.canny.io/feature-requests/p/move-custom-fields-between-spaces-folders-and-lists

I think that Miro, for example, has a seamless onboarding experience. Given, they have simpler array of features to cover, it feels both exciting and productive. I'm able to make a clear roadmap in less than 5 minutes. They let you start off small and then show you tips and resources the more you click around, without even having to leave the page.

In Clickup, perhaps a user can opt-in for a quiz to explore their nature of use. It can then offer the most proven ways to maximize the features for their use case. Walk people through how to build an Everything view and help them see the power of filters for their highest-marked priorities, history of tasks that were last updated, or even a weekly calendar view of their tasks that are due for the week. Show them the benefit of how it can work at the Space, Folder, and List levels too.

There could be an in-app guide for admins to use too when inviting new members. They input their data as a list or folder for guests to view and the system helps admins set up a selected "track" for incoming guests to follow along. The guest then receives the link with the necessary tooltips showing up as they go through the data.

I feel that the first 5 minutes in a software really sets the tone for the rest of the user's experience. For me, I've been on the Business Plan but it took me an entire year to start feeling comfortable and confident with ClickUp. I tried CU Uni, YouTube, and the Support Docs — all which take up a significant amount of time — time that most people wouldn't commit to investing. I think my experience would have been easier if I had received tooltips explaining practical uses for features I explored along the way. Or even a guided, customizable template to start out, as mentioned in this post https://clickup.canny.io/feature-requests/p/edit-templates-and-see-more-about-each-template-inside-the-template-center

ClickUp is a powerful tool. I know this all is a big ask that involves a ton of work from staff all-around. I just hope for more people to enjoy being introduced to ClickUp. Incomers deserve a seamless experience.