Create A Business Hub With ClickUp Docs

21 April 2021

Let’s talk about Docs. And I’m not talking about Google Docs.

ClickUp also has its own Docs, which makes it the perfect tool for your small business hub.

In this episode, I share:

  • Why Docs make ClickUp a better tool for your business hub than Asana or Trello
  • What you can do with Docs 
  • The type of Docs I use in my business

The screenshots I refer to in the video are below the video.

My business plan outline using ClickUp Docs (source: Emilie Gomez, emiliegomez.com.au)
My business plan outline using ClickUp Docs
My brand guidelines using ClickUp Docs (source: Emilie Gomez, emiliegomez.com.au)
My brand guidelines using ClickUp Docs

Transcript

Hello and welcome to another episode of the ClickUp Love series. 

Today I want to talk to you about Docs. And I’m not talking about Google Docs. 

Of course, you can attach a Google Doc to any task in ClickUp, but ClickUp also has its own set of Docs which means you can create any document for anything in ClickUp.

And that’s great for SOP – Standard Operating Procedures – and step-by-step instructions.

I know a lot of people who do that in Trello and Asana by having a task that they use as a reference, but I personally prefer to have a document that I can easily follow.

And the great thing about Docs in ClickUp is that not only you can add text but you can also add videos – not just the link, the actual video – and banners and tables and everything that you need to make the document easily readable, and of course emojis. So use Docs for all the information that you need to access easily in your business. For example, in my business, I use Docs for my business plan, not just the traditional business plan but all the information about my ideal client and my marketing strategy so that when I take a course and I’m asked to work on this stuff it’s already all there. I’m not reinventing the wheel. I can just update what I already have. I also use it for my brand guidelines so that when I need a colour code

I can easily find it and copy and paste it. I also use it for meeting notes with clients and all my notes from training and courses that I take.

Check out the screenshots at the end of the video where I show you examples from my business. 

These are just some examples of how you can use Docs in your business within ClickUp.

I still use Google Docs but only for my social media copy and website copy.

Everything else is in ClickUp. That’s it for today. Let me know if you have any questions about today’s video or about ClickUp in general. I’ll see you next week. Bye for now.

Sign up to ClickUp using this link (or use code YOURTECHGODDESS at checkout) and get 15% off your first year when you upgrade to an Unlimited or Business Plan (but you don’t have to upgrade; the FREE plan is great too!).
Sign up to ClickUp using this link (or use code YOURTECHGODDESS at checkout) and get 15% off your first year when you upgrade to an Unlimited or Business Plan (but you don’t have to upgrade; the FREE plan is great too!).

This post contains affiliate links. If you sign up for an app using one of those links, I’ll get a small commission. I only recommend systems that I love and use in my business or with clients.

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Let’s talk about Docs. And I’m not talking about Google Docs. ClickUp also has its own Docs, which makes it the perfect tool for your small business hub. In this episode, I share why Docs make ClickUp a better tool for your business hub than Asana or Trello, what you can do with Docs and the type of Docs I use in my business. Watch to find out more. #smallbusiness #organiseyourbiz #clickup
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Systems Strategist, Intentional Productive Coach & ClickUp Alchemist supporting changemakers and rulebreakers to run their business with ease, fun and focus so they’re free to change the world.

Hi, I’m Emilie!

I’m a Business Systems Strategist, Intuitive Problem Solver & ClickUp Alchemist. I work with changemakers and rulebreakers who want to run their business with ease, fun and focus so they’re free to change the world.

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ClickUp is the BEST project management tool to create your business hub, whether you’re a solo entrepreneur or you have a big team to manage. Docs have so many features that you can store all the information that you need to run your business in ClickUp. Check out this new episode of the ClickUp Love Series to find out more. #smallbusiness #organiseyourbiz #clickup
One of the best features of ClickUp: Docs. Docs allow you to keep all the information you need to run your business in one place, which makes ClickUp the perfect hub for your small business. Watch this episode of the ClickUp Love Series to find out more. #smallbusiness #organiseyourbiz #clickup