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.
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.
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.