ClickUp is one of our core tools, and is incredibly important to our workflow. This article is intended to teach and serve as a cheat sheet / reference for the fundamental features of ClickUp, such that you can understand and work with the solar workflow more quickly.
USING CLICKUP IS NOT OPTIONAL! IT IS A CRITICAL PORTION OF OUR WORKFLOW!
This page is not intended to replace the official Clickup Documentation. That can be found here.
Creating an account and logging in
Navigate to the pinned ClickUp link on the homepage of this confluence, and click on it. This will take you to a central page where you can create an account.
Once you have created a ClickUp account, please provide the details of the email you used (we recommend using your utexas), to the ClickUp admin (Captain). They will add you to the solar workspace.
Basic Navigation
The Solar Workspace is currently structured to follow the team's hierarchy, with a few additions.
The following subsections will walk you through all of them.
Spaces
Spaces are the highest-tier organizational category present in the workspace. We have one for each division of the team (Mechanical, Electrical, Operations, and Management).
Within these folders live the organizational schemas for each of these divisions. Most of the team's members will only ever have to interact with one of these spaces.
Folders
Folders are collections within a Space. We use folders to break a division into systems. Each folder is the responsibility of the appropriate system lead.
Lists
Lists are the most basic unit of organization. It is simply a list of tasks that have to get done, as well as some attributes that are useful for task planning like dates, priorities, etc.
Views
Lists are supercharged by views. Views are different ways to visualize each list. We have a suggested template view for lists, which you can create by clicking the "+view" button on the control ribbon when you open a list.
This view allows you to set filters based on task tags, so that you have different views for each interesting set of tags. A great current example of how this works is in the controls folder as well as the management/Captains-Todo list.
Home
The home view (top left) is a little hub view where you can add tasks to your "lineUp" (work tray), see recent tasks, etc. It is also personalizable through the "manage cards" button. I find the "assigned comments" and "assigned to me" cards particularly helpful, but this is up to you.
Inbox
Inbox is where you get all your notifications.
Tasks
Tasks are inherently the most important part of ClickUp. Every member should be interacting with tasks regularly.
It is imperative that all of you both create and update your ClickUp tasks to ensure that things are being tracked appropriately.
Creating Tasks
You create a task by clicking the "add task" button at the bottom or top of a list. There are certain things you must do to create a valid task (per solar convention).
- No unassigned tasks. It is useless to have a task just sitting there. Assign it to the lead if it is a system-wide target.
- Due dates and start dates. While you may not have a clear picture sometimes, you should add these as soon as feasible.
I would also recommend you tag your tasks with appropriate / relevant tags (but ask your lead before creating new tags). This helps with filtering and searching for things.
Filtering Tasks
Some systems have default filter views setup (as per the template I highlighted earlier). If they do not, you can still filter to search (but don't save your filtering), by clicking the filter button. The UI within is pretty self-explanatory.
Related articles
