Lesson 3: Navigating ClickUp

In lesson 3 of the client handbook, we provide a comprehensive guide on navigating ClickUp, the project management tool integral to managing the client’s request.

This lesson is crucial for understand how to access all relevant information, track progress, and communicate effectively with the Ad Conversion team.

Introduction to ClickUp

ClickUp is the central hub for all activities related to the client’s partnership with Ad Conversion. It will house all weekly meeting agendas, performance updates, experiment documentation, and the status of open requests. Understanding how to use ClickUp is essential for clients to stay organized and informed about their projects.

You can find in this link the learning path offered by ClickUp. It's a quick 35-minute guide that covers all the essential information you need to get started.

Accessing ClickUp

You (client) will receive an email invitation to join the Ad Conversion workspace on ClickUp. Upon logging in through the provided link, you will see a prompt to join the workspace. Accepting this invitation grants access to your client-specific ClickUp folder.

If you are interested in further learning, here you can find a learning path offered by ClickUp. It's a quick 35-minute guide that covers all the essential information you need to get started.

ClickUp Interface Overview

In the video we also walk you through the ClickUp interface, highlighting key areas to focus on:

• Home Section: A dashboard displaying assigned tasks. While this may not be highly relevant for clients who aren’t fulfilling tasks, it provides an overview.

• Inbox: Displays notifications, such as when someone shares a folder or tags the client in a comment. This ensures clients stay updated on new activities and communications.

• Documents: Lists all shared documents, making it easy to reference materials related to the client’s projects.

• Spaces: The most critical area, divided into three sections: Requests, Experimentation, and Documents. Each section is designed to organize different aspects of the client’s work with Ad Conversion.

Detailed Sections in ClickUp

1. Requests Section:

This section displays all open requests submitted via the dynamic request form. Clients can view the status of each task, ensuring they are up-to-date on progress.

All the request are frouped by status

Status detailed:

TO DO: Task that was newly created and needs to be groomed by one of our team members

READY TO START: Our team members has confirmed receipt of the task and we are ready to begin the activity of completing the task

IN PROGRESS: The task is actively being worked on

REVIEW: The task that you (client) need to review, we use this status when we are waiting on client approval or feedback or we need something on clients end before we proceed. It means that anything that is under Review status is your (client) responsibility to make sure you look through those tasks

BLOCKED: This status means that there is something in the wau that is not allowing us to complete the task

PAUSED: Task that will not being resolved at the moment but we don't want to archive or delete the task, so we can reference it in the future when we're ready to restart the task

APPROVED: Task move to this status after going through the review status, once everything is approved from client side

COMPLETE: Taks move tho this status when we are ready to close out the task, meaning we have completed all the request actions

2. Experimentation Section:

Ad Conversion places a strong emphasis on experimentation to drive insights and improvements. This section logs experimental ideas and tracks their progress.

The experimentation log serves as a valuable resource for understanding past experiments, their outcomes, and insights that can inform future strategies. It ensures a systematic approach to testing and learning.

3. Documents Section:

This section contains various subfolders for different types of content:

Updates: Stores weekly agendas and performance updates in chronological order, providing an easy reference for past meetings and reports.

Strategy: Contains strategic notes and documents related to the client’s overall marketing strategy.

Research: Houses research briefs, product targeting information, and measurement standards, particularly useful for clients utilizing Ad Conversion’s PRO services.

Miscellaneous: Includes change logs and notes from performance marketers, ensuring all significant changes are documented.

Brand: Maintained by the design team, this folder stores brand guidelines, assets, Figma files, and messaging documentation, ensuring all design-related resources are easily accessible.

Best Practices and Recommendations

We emphasizes the importance of always tagging relevant team members in ClickUp comments to ensure they receive notifications. This practice helps maintain clear communication and prevents important updates from being missed. We encourage clients to familiarize themselves with ClickUp by exploring the platform and utilizing the beginner track on ClickUp University if they wish to gain a deeper understanding.

Previous: Lesson 2 - Submitting Requests Next: Lesson 4 - Navigating Figma