Digital Literacy Training: ClickUp

ClickUp Training Curriculum

Target Audience: New to intermediate users

Goal: Understand and apply ClickUp’s core features to manage personal and team productivity.

Introduction to ClickUp & Workspace Organization

Topics Covered:

• Overview of ClickUp interface and terminology
• Workspace hierarchy: Workspace > Spaces > Folders > Lists > Tasks
• Creating Spaces and customizing settings
• Folder and List creation for organizing projects
• Task creation and essential properties (status, assignee, priority, due dates)

Assignment:

• Create a Space called “ClickUp Training”
• Inside the space, create a Folder named “Week 1 Tasks”
• Create two Lists: Personal Goals and Team Projects
• Add 5 tasks across the two lists with custom statuses, assignees, and due dates
• Share the Space with the trainer (guest or member access)

Task Management & Views

Topics Covered:

• Task details and subtasks
• Checklists, comments, attachments, and dependencies
• Using different views: List, Board, Calendar, Gantt, and Timeline
• Sorting and filtering tasks
• Task reminders and recurring tasks

Assignment:

• Add subtasks and checklists to 2 tasks created
• Set up dependencies between tasks
• View your tasks in at least 3 different views (Board, Calendar, and Gantt)
• Take a screenshot of each view and upload them to a new task called “View Practice”
• Share the task with your trainer

Custom Fields, Docs & Collaboration

Topics Covered:

• Creating and applying custom fields (dropdowns, numbers, labels, etc.)
• Using Docs in ClickUp for internal documentation
• Task and list-level comments, mentions, and real-time collaboration
• Assigning comments and action items

Assignment:

• Create 3 custom fields and apply them to your “Team Projects” list
• Create a ClickUp Doc titled “Project Notes” and link it to your Folder
• Add 2 comments to different tasks and assign them to yourself or a peer
• Use @mentions and resolve a comment
• Share the Doc with the trainer

Time Management, Goals & Automations

Topics Covered:

• Time tracking and time estimates
• Goals and Targets in ClickUp
• Creating Automations for task status changes, due dates, or assignees
• Creating dashboards for overview and tracking progress

Assignment:

• Enable and track time for 3 tasks from your lists
• Create a Goal named “Weekly Progress” with 2 measurable targets
• Set up an automation that changes the task status when a due date is reached
• Create a simple dashboard that tracks task statuses and time spent
• Share the dashboard and goal with the trainer

Integration, Templates & Final Project

Topics Covered:

• Integrating with Google Calendar, Slack, Zoom, or email
• Using and creating templates for tasks, lists, or Docs
• Final project setup using all ClickUp features learned
• Sharing, exporting, and presenting your workspace

Final Assignment:

• Create a new Folder called “Final Project”
• Inside it, create:
• One List with at least 5 interdependent tasks
• Custom fields applied
• At least one task with time tracking and a checklist
• An automation
• A ClickUp Doc summarizing your project
• Set up a Goal related to the project
• Create a dashboard to visualize your progress
• Share the Folder, Doc, Goal, and Dashboard with the trainer (edit access)

ClickUp AI, Agents & Super Agents (NEW)

Topics Covered:

ClickUp AI Foundations

• Overview of ClickUp Brain capabilities
• Using AI to summarize tasks, comments, and Docs
• AI-assisted writing for task descriptions and documentation
• Generating action items from conversations

ClickUp Agents

• What ClickUp Agents are and how they differ from automations
• Configuring Agents to monitor lists and workspaces
• Setting triggers and instructions for Agents
• Using Agents for:
• Status updates
• Task creation
• Content drafting
• Progress monitoring
• Workflow enforcement

ClickUp Super Agents

• Understanding Super Agents (multi-step AI workflows)
• Combining AI + Automations + Dashboards
• Use cases:
• Social media content generation
• Weekly reporting agents
• Project health monitoring
• Lead management agents
• Documentation and onboarding assistants

Assignment:

• Create one ClickUp Agent that:
• Automatically creates a task when a new Doc is added to a Folder
• Or summarizes tasks daily into a Doc
• Create one Super Agent workflow that:
• Collects weekly completed tasks
• Generates a performance summary
• Posts it into a ClickUp Doc or comment thread
• Share the Agent configuration and output with the trainer