ClickUp Resource Library
Your go-to for implementation management tools.
As official Ruby partners for ClickUp, we are licensed to provide you with ClickUp branded professional services. This also makes us, and our consultants, ClickUp experts.
What is ClickUp?
ClickUp is a powerful project management tool. We’ve seen the power of this platform within our own team. It opens up doors to increase efficiencies, save money and time, and scale your small business, faster — making it the ideal small business project management tool.
That’s why our team has taken the time to put together resources that answer the most common ClickUp questions. Take your time browsing our video tutorials, knowledge articles and if you have any questions, don’t hesitate to drop us a line.
Interested in implementing, optimizing, or better managing ClickUp for your small business? Check out our ClickUp services page and schedule a call with us to start the conversation.
How long does ClickUp onboarding take?
What should a small business expect from a time and resourcing perspective for a ClickUp implementation?
How ClickUp Can Improve Project Delivery & Communications
This case study explores how ClickUp dramatically improved project delivery, communication, and overall efficiency at Futuro Health.
How ClickUp Dashboards Create Org Wide Transparency
How do ClickUp dashboards work and how can they give you a high-level look at project details?
How ClickUp Can Encourage Department Alignment
ClickUp automations have the power to eliminate manual tasks, create organization-wide visibility, and align departments on processes and procedures.
ClickUp for Fundraising
Fundraisers require a tremendous amount of event management, which can feel daunting to even the most experienced leader.
ClickUp for Event Management
Event management includes timeline monitoring, budget tracking, resource planning and management, marketing,
risk management, legal — and that only scratches the surface.
ClickUp for Marketing
Eliminate marketing silos, increase campaign efficiency, and improve visibility into ROI with ClickUp.
ClickUp for Grant Management
Grant management is not a simple task for nonprofits. It requires writing head turning proposals, complying with oversight requirements, and regular grant reports and management of grant allocation.
ClickUp for Nonprofits
Looking for a jumping off point in your ClickUp Workspace? As our team experiments and finds especially useful templates, tips, and tricks — we’ll share them with you here.
ClickUp for Small Business
Use these video tutorials and learn how to navigate ClickUp to meet your small business project management needs.
How to Navigate Your Homepage in ClickUp
How to Navigate ClickUp Favorites
How to Navigate the ClickUp Tray Area
ClickUp for Project Management
Browse our ClickUp knowledge articles to learn how you can apply this project management tool for your teams.
How to Upgrade Your Nonprofit CRM with ClickUp
Designating a point person to oversee the timeline, double-check budget, allocate people resources to the various tasks, and handle inevitable issues will alleviate a lot of stress for NGOs. Here’s how bringing in a project manager with experience in nonprofit work can help make your event a success.
How to Use ClickUp for Content Marketing
Good project managers bring what PMI calls “power skills” to the table – something AI cannot. From PMI’s Pulse of the Profession® 2023 report: “Power skills — also known as interpersonal skills or soft skills such as communication, problem-solving and collaborative leadership — are proving essential for project professionals. They are at the heart of leading successful teams, engaging stakeholders and conquering challenges to the project plan. Technical skills enable project managers to chart the path from the start of a project to close, but power skills are how they bring the entire team along for the journey to execute a common vision.”
AI Can’t Replace Your Project Management Job
Good project managers bring what PMI calls “power skills” to the table – something AI cannot. From PMI’s Pulse of the Profession® 2023 report: “Power skills — also known as interpersonal skills or soft skills such as communication, problem-solving and collaborative leadership — are proving essential for project professionals. They are at the heart of leading successful teams, engaging stakeholders and conquering challenges to the project plan. Technical skills enable project managers to chart the path from the start of a project to close, but power skills are how they bring the entire team along for the journey to execute a common vision.”
How ClickUp Can Accelerate Your Nonprofit Mission
Designating a point person to oversee the timeline, double-check budget, allocate people resources to the various tasks, and handle inevitable issues will alleviate a lot of stress for NGOs. Here’s how bringing in a project manager with experience in nonprofit work can help make your event a success.
Our Favorite ClickUp Features for Small Businesses in 2024
Summary: If you’ve been following any Tuck updates this year, you may have noticed that we refreshed our company values to align with our primary objective of having a Net Positive Impact. If this doesn’t sound familiar, check out our article where we break down the...
How to Improve Nonprofit Business Processes with ClickUp
Nonprofits are asked to solve complicated problems with limited resources on a daily basis. Establishing smooth back-office operations frees up more time and resources for pursuing the organization’s mission . In this article, we’ll walk through three of our top tips for continuous improvement within a nonprofit’s business operations.
Better Grants Management for Nonprofits with ClickUp
Summary: Senior Project Manager Berlynsea Tyler is one of our ClickUp-certified consultants. In this blog post, she's going to show you how she created a bespoke grant management system for the Partnership Project. As a fiscal sponsor, the Partnership Project wins and...
Fundraising Tips for Nonprofits
Summary: One of the more common ways for nonprofits to bring in revenue is through a fundraising event. Fundraisers are a sure way to bring your community close and give back to important and sometimes underrepresented causes. Any type of event management can feel...
Unlocking Nonprofit Operational Excellence: The Benefits of Business Process Mapping
Summary: Senior Project Manager Martin Quatt is our resident business process mapping expert. In this blog post, he explains the benefits of the technique. Martin has provided this service in addition to project management for several of our larger nonprofit clients....
Using ClickUp to Manage a Nonprofit Mailing
Summary: Tuck Consulting Group Founder and Managing Principal, Alex Tuck, explains how he helps a volunteer-run nonprofit manage its Annual Holiday Mailing in ClickUp. The Nonprofit Most people don't know that prior to starting Tuck Consulting Group, my wife and I...