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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.

ClickUp Resource Library Ruby Partner

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 Template for Nonprofit Fundraiser Project

ClickUp for Fundraising

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 Use ClickUp for Content Marketing

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

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.”

Fundraising Tips for Nonprofits

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...

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