Getting Set Up in ClickUp - CourseFolk

ClickUp - for project management

We use a platform called ClickUp to manage and plan each stage of course production and the marketing/launch process. It's like Asana or on steroids and best of all, it's free!

Join ClickUp so you can see where your course is up to, and collaborate with us.

We'll send you an invite to join our team as a guest, so you can edit and comment on tasks in your project, and mark them as complete when they're done.

Signing up is super simple, read the instructions below (and if you hit any roadblocks, let us know!)

Step 1: Check your email

Look for an email from 'ClickUp Team'. Make sure you check the Promotions, Updates and Junk folders if you don't see the invite straight away. 

Step 2: Sign up

Use your work email and create a password to sign up for free. You'll be prompted to upload an avatar headshot and change your workspace color theme.

Step 3: Check out your project space  

Bookmark your ClickUp dashboard so you can access it easily, and have a look around.

1. You'll see your project/course name on the left. 

2. Click on this to see the action items and tasks in your project, and inside each task you'll find notes, deadlines and comments. We will assign tasks to you and you can see our progress and your own!

3. Use the three view buttons at the top to switch between Time (Calendar), List, and Board, depending on your workflow preference.

Note! If we assign a task to you, you'll get an email notification so you can stay organised. You can change notification preferences (so you just get emailed for mentions, instead of every change) once you're logged in. 

Ready to get started? Check your email for our invite...

We'll see you on the inside! Yay!