I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
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If you’ve been around my blog for a while, you know I’m a huge fan of ClickUp. It’s one of the best business tools for small business owners to keep track of everything going on in their businesses. It recently released a new version, so I want to share some of my favorite ClickUp 3.0 features that are now available.
With the new Task View feature, you can see upcoming tasks in the sidebar versus a full-screen popup. I LOVE this feature. The pop-up was distracting, and I couldn’t see around to other things I was working on. Now, my tasks appear in a sidebar so I can continue to work in ClickUp while seeing the details of the task I’m working on.
The inbox feature is much more functional in ClickUp 3.0. The inbox layout highlights my most important notifications at the top so I can see them right away. The new inbox also has a side-by-side view of work associated with the high-priority task. Having a layout like this allows me to prioritize tasks and see other subtasks that may be of importance to the main task. It’s just another place to remind me what I need to work on and make sure I don’t lose track of anything related to the task.
In my opinion, the overall user interface (UI) is easier on the eyes. The clean and modern look is just better to look at all day, ha! This new design brings the focus back to the user, instead of everything the platform can do. We all know we don’t use every function a platform provides; the new interface lets you focus on what’s important to YOU.
I’m all about personalization and the ClickUp 3.0 Custom Field Manager does just that. It allows you to customize tasks, views, workspaces, spaces, folders, and lists. You can basically make ClickUp do anything you want to with this feature! There’s no longer a need to have multiple platforms because one doesn’t do something you NEED, but another one does. It’s all customizable and in one place. I love it when I can consolidate platforms and depend on only one!
I know AI is starting to take over the world. Regardless of your stance on the debate, the AI feature in ClickUp 3.0 is greatly helpful to me and my business. It saves me time by summarizing long chunks of text and coming up with creative ideas related to tasks. I know this is just the beginning of AI in ClickUp; I expect to see more AI features in the next release.
ClickUp already had great automation features, but now they’re even better! They now have many more use cases with more advanced logic so you can automate more parts of your business, better. The automation triggers in real-time, so there are no delays amongst your team.
A great ClickUp 3.0 feature is the updated search functionality. Not only does it provide faster and more relevant search results, but it also can search through files in connected apps. These are some of the apps you can connect to ClickUp:
With the new search function, you can search through files in these apps through ClickUp. Again, it’s another feature that streamlines your workflow and can make your workday faster and more productive.
I’m excited about the new ClickUp 3.0 features! Of course, there are still things I’d like to see changed, but it’s nice to see a company taking user feedback and implementing it. To see a full list of ClickUp 3.0 features, you can visit their release new article.
To keep it simple, I’m Ashley, a Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way, too. From onboarding to offboarding – I want to transform each phase of interaction from lead to signed client. Let’s work together!