Welcome back to ClickUp Weekly. My name is Craig McKenzie. I'm the founder at Zenpilot, where we've helped over 3,000 teams streamline their operations on top of ClickUp. And ClickUp Weekly is your go-to source to stay on top of what's changing in ClickUp and best practices in the platform itself. And we have a great show for you today. So today's no different from any of the other weeks. Here in episode 7, we are going to be covering a whole bunch of updates that ClickUp announced this week. Um, and walk through what those mean and how they apply to your workspace specifically. We'll also look at an underused feature of the desktop app. So, if you have ClickUp installed as a desktop app, you will probably want to use this feature. We've got trivia time. We've got ClickUp in the wild, talking about super agents as usual, all this good stuff. As a reminder, uh ClickUp Weekly is entirely my fault. Uh this show is not sponsored nor endorsed by ClickUp. Uh this is exclusively produced by Zen Pilot. So, don't get mad at me if I say something that, uh offends anybody at ClickUp. All right, with that said, that's enough preamble. Let's go ahead and dive into what we have today. So, as we pull it up, let's start with release notes. and we've got release notes this week. So, I'm going to pull up the document. We pull up the YouTube video as well, and you can see their short version of it. I wanted to, um, pull on a couple things that didn't get, uh, as much attention there, and just walk through what these mean. So, um, updating task type columns in your views was the first big thing that they announced. That's a pretty minor feature, but it is a nice UI thing. So, I'm going to show you what that looks like. Uh, sending AI note takers to any meeting anytime. I'm going to actually show you what the ability to pin the the notetaker uh looks like and how to do that. Some Gant chart if you're a Gant chart nerd. There's two types of people in this world. Those who love Gant charts and those who've never heard of them or could care less. And then there's a couple beta features that they announced and a bunch of stuff in bugs. So we're going to look at all of that stuff here. But I want to start with task type columns. So let's jump into ClickUp. I'll pull up ClickUp here and we'll just go into a list. So, if we're looking at at a list view here, obviously we've got all these columns that we can add to our view to customize it. And so, this task type and column right now, we can see from here, oh, this is a this is a milestone. And we could change what type of task type we've got, you know, what we're using here if we wanted to. So, it's no big deal to do that, but it's a little bit hidden in the UI. And sometimes it would be nice to see it. So, we can go to the add button here, search for task type, toggle that on. You can see there's a little indicator. Hey, this is new. And now you've got task types showing up in your view. Obviously, you can move this column, drag and drop it wherever you want. Change any of these items as you need. Combined with custom fields by task type, this is going to be um this is already very useful. This is just a UI update that that makes it a little bit nicer. And it is kind of nice to be able to filter out and see, oh yeah, this would be a meeting, you know, especially if you're showing other custom fields here. Um, this will be easy to see, hey, are we missing something that we shouldn't be missing based on the task type? You could have seen it with the icon before, but especially if you are maybe a little bit lazy in creating these and you haven't set icons for your custom task types, which I highly encourage you to do, uh, this task type being spelled out in a column is pretty helpful. All right, so that is the first one. Task type columns. The Gant View exports are pretty simple. So, I think they may even have a uh if we pull this back up, they may even have a screenshot of what this looks like here. Yeah. So, in the export for a Gant view specifically, you now can set a start date and an end date. So, you may want to be zoomed in on a project that is, you know, this might be a two-year long project. Well, if you go export that into a PDF or PNG and you're sending it to somebody, nobody can read anything without zooming a thousand times. Um, so what we want to do here is, uh, be able to set a start date and an end date and say, "Hey, specifically for the month that we're talking about or the two months that we're talking about, here's what the project plan looks like." Um, this is actually going to be pretty helpful for teams who have especially who are working with external stakeholders. Internally, hopefully your entire team is on ClickUp already, and so everybody's already in there. They can see stuff. They don't need an export of it. They can interface with the live data. but especially working with external teams, this is going to be super useful for you as well. I want to call out these inline templates and docs. This is a pretty small update, but I think for especially for new users into the system, this is going to be kind of helpful. So, let's pull up a doc. Maybe we'll look at this knowledge base and uh and we'll see what it looks like. So, we'll grab this knowledge base overview. And I'm going to assume you've already got your wiks and knowledge bases in here. They're set as wikies if it's your knowledge base. Uh that's a feature that helps prioritize it in search. You you may have all your ClickUp usage stuff, all your normal employee handbook stuff. Um but if we go to add a new page, you'll see just like you can preview this stuff as you go and kind of get an idea of, hey, what would this look like? And if I said project overview, I can go in, you know, I can just start editing right away in here. Or hey, I want meeting notes. Hopefully, you're using the AI notetaker. So, those are already being built in for you or help me write, you know, write with AI and you've got all the settings to be able to do that as well. So, I wanted to call out that feature um that's there. It's pretty helpful. The notetaker, let's walk through what the pinned AI noteaker looks like. So, this noteaker feature is pretty simple. You can click on your profile picture in the top right, go to this AI noteaker, and if we clicked it, this will pop up the button to quickly add it to a meeting. But here, you can just pin it. And now it's in your menu bar. Again, we can take it out of that menu bar if we wanted to. But if we have it there, you can just paste in the link to a call, send the notetaker, and it'll jump in on your behalf and start taking notes on the call directly. So, that's a pretty um small like feature to get shipped, but pretty helpful in terms of quality of life inside uh ClickUp directly. Up next, let's jump back to our notes here. Template fixes. Now, this is always fun to look at. If you see the doc here, you know, in the video they're calling out uh template improvements. What that really means is um they squished a bunch of bugs that had to do with templates, which is really helpful. But if you do a you know, we'll just search on the page here and look for templates. You can see there's a lot of stuff um that happened. So subtask columns in task view and external links now supported in templates. That is helpful. um updating existing templates or create new ones. Uh this was one that is helpful for our team. I'm not sure how many other folks are dealing with this, but um folders created via the create folder from the template API. Uh this wasn't universal, but um an issue where you occasionally run into like, hey, they were marked as deleted and they didn't appear for you, uh even if they did actually exist. Um checklist templates now show up in the template center. Again, that was just a shortterm kind of blip. uh which is super helpful to get that fixed. So you can see there's a handful of things here as well. Default task templates. Um so if you had a list and you had a default task template that would automatically apply to each new task that you created in a specific list and if you created it through uh some places in the UI it would work fine. Um now that's fixed. So even if you're creating it from list view, it's there as well. So anyways, I really appreciate the attention to templates. Most of these are like yeah hey these these needed fixed uh right away. It is helpful. I appreciate that ClickUp publishes this stuff and isn't like, hey, no, there's no bugs in the software that everything just works perfectly all the time and then kind of handles it quietly when there's not. I love that they publish this and you can actually see, oh, that thing that, you know, I ran into that one time. Hopefully, if you, you know, all you need to do is report it. If you report it, they're great about working with this stuff. But sometimes, uh, you'll get a little lazy with an issue and be like, I don't have time right now. Uh, it's helpful to stay on top and see, hey, what actually got squished over the course of the week. talking about bugs specifically. And then the other big one, the tag manager beta. I covered this in episode one. So if you want to see exactly how the tag manager works, I gave a demo there. And apparently I was a little bit too early because as a follow-up on February 12th, we're officially accepting signups for the tag manager. There were more updates this week. So first batch of beta users for the tag manager got access this past week. So that's now uh that's now live. You'll get a notification by the way. Okay, this is a good question. If you're ever wondering like, hey, do I have access to that? Do I not have access to it? Um, you will get access technically like just before the email goes out, but there's not a big gap typically in those between when you get access and where it is. So, just make sure that you've got your emails turned on from ClickUp to make sure that you see beta access coming through uh for different tools. All right, enough about that. Let's go back and let's run to ClickUp Rewind here. And this is a feature that I had a couple conversations about this week and there's just a bunch of folks who aren't even aware that there's a feature that exists for this. So clipboard history is really simple feature like you probably you know half of you are already using that and like and hopefully it's it's higher than that but I already I already know what that means. I've got a tool I can quickly click it and I can see all the things that I've copied to my clipboard over a specific period of time. So when you're copying data and or copying anything and you copied it, you know, two copies ago but now you want to use it, you don't have to go back and find it. You can just restore it from your clipboard. I use paste. So paste app.io. Am I thinking of the right thing? Yep. Uh so I've used this tool uh forever for probably 10 years. Um or more. Uh this works super well. Um we've got a bunch of folks who are using Raycast and there's a handful of different tools. But if you're a ClickUp user and you've got the desktop app, you also have access to that for free. You do have to pay for it separately. So, let me go over to ClickUp here and pull this up. If you go to your settings, so go to your profile, go to your settings, then go to the desktop app, this is the only place you're going to see it, and you can toggle on or toggle off this clipboard history feature. Pick the retention period. The most that you can have it set to is three months. And by the way, I would turn that on. Click is defaulting to a month. Most of the time you need a month. There might be something you want to go back and, you know, see from longer ago. And then it just shows you the the keyboard shortcut um that you can pick. And the best part about this, I mentioned this in uh I've mentioned hotkeys probably more times than I I ought to here in ClickUp Weekly. Um but I love that you can change the keyboard shortcut if you want to. Um although this is what I also use for paste. So, you know, totally natural for me. So, if you're coming from another tool, you're trying to save some money, uh ClickUp's a great tool for that. If you're working on a team and you've got like I would imagine if you're the kind of person who's watching ClickUp Weekly, you're in the front end of the adopter curve of all the people on your team. Um, and so share this feature with folks on your team so they know, hey, there's a free clipboard history tool uh built into ClickUp automatically. You can click and learn more and see, hey, exactly how does this all work? Here's how the clipboard history works. You can see what the interface looks like. And if you've used raycast specifically, it'll look more similar than if you're coming from a tool like paste. So anyways, I just wanted to call that out because that's a pretty nifty feature uh that ClickUp has built in. It's like, you know, there's so many kind of hidden productivity boosts inside ClickUp that it can be hard to keep track of all of them. Now, let's talk about what's on our wish list. What do you want to see in ClickUp? put something um that you're like, "Boy, this really ought to exist in the platform or this small tweak would make the usability in my day-to-day so much better." I'd love to hear um what's on your wish list. I've got two things. One is keep going with with templates. And I had two conversations uh both with uh actually one with an ecom uh owner this week, one with an agency owner, and they've gone all in on templates. They love templates. The challenge is still, and I've called this out before, but the ability to remap due dates when a template gets automatically applied. Can we set a new date for the parent task? Automatically remap all the due dates on the template uh or on the subtasks as well. So, that's one of the most popular requests. I know there's some, you know, there's intricacies and things that you'll need to think about if you rolled that in, but that's one. And the other one is some improvements in noteaker. So, I was on this ClickUp lunch and learn on Thursday this week and it's a ton of people from the ClickUp team who were invited to it and then uh partners and then some other other folks as well. So, the only reason I bring that up is a ton of power users of ClickUp itself. And I pulled it up. I logged in and you know all these ClickUp hundreds of ClickUp notetakers are joining the webinar and they're all posting in the chat you know hey I'm Grace ClickUp notetaker joining from the Zen pilot workspace uh just here to take notes whatever the chat is entirely un we're on a zoom webinar uh entirely unusable for the first two or three minutes of the call uh the one nice thing is pretty much all the notetakers have to join at about the same time I'm not sure if there was some lag why some of those notetakers uh were posting a comment like a minute after other ones instead of all of them coming at once. But you go into the chat feature in Zoom right away and there are you know 200 messages. So it's it's completely unusable. And I've seen this happen on other webinars. So it's this isn't just a ClickUp issue, but there are other tools that do this better where they don't all post a comment um right away. and uh some other tools as well who realize like Fathom does a pretty good job of this. Hey, we got six people going from the same team like we could just have this one notetaker join on their behalf and go from there. And so that's another set of improvements that I'd like to see. I'm all for notetakers joining and [snorts] I'm I I enjoy the fact that notetakers join and it's not hidden or secretive at all. So, Granola, uh, which if you haven't looked at Granola, like Granola's got a a pretty cool interface, um, and the way that they work, it doesn't record any video, but it comes in and it transcribes everything, but it does it all locally in the background. So, you could be running Granola and nobody knows that you're running Granola. And obviously, they're going to say, "Hey, you have to disclose that you're doing this." But the reality is, I would imagine of the vast minority of Granola users ever disclose that they're using a tool that's listening in and everything and transcribing everything in real time as they go. And the excuse is probably like, hey, I could theoretically type fast enough and maybe if it was me, I wouldn't have to wouldn't have to say anything. Um, I realize our reaction to it has to be I've got to assume every single time I I open my mouth that I'm being recorded somewhere. anytime I do anything just assume like this is the new world that we're living in that everything's recorded. I understand that. Um that's the responsible way to act now and and should be what we do. At the same time, I would love the other side of responsibility is the disclosure of hey, I'm recording. Um but there's got to be a way to do it without blowing it up and having, you know, 400 notes about it. It could be these are all like in this specific example and there were other tools that um people were using for notetakers jumping in. There were a couple that I needed like it was like meet Genie or something was one of them. There were a couple others that I hadn't even seen before and uh and so it's it's all these different tools but 90% of them were probably ClickUp notetakers. Could we have sent one ClickUp notetaker and then shared the note afterwards? Uh it would have been super helpful. I also realize the flip side of that is as that tool keeps getting better, we're all we're all going to have different preferences about how we want our notes and what we want action items to look like. And so it could take the same raw transcript and it's not going to produce it all equally for every single person because we're going to train it with our own context and the way that we want to see notes and that kind of stuff. So it's hard problem. I don't know exactly what the solution is. Um but that is on my wish list for this week is I'd love to see more noteaker improvements as well. And with that, let's talk about ClickUp in the wild. Um, I mentioned the lunch and learn already. The other thing I wanted to shout out is, uh, Franchesco DLio from Toolfinder runs a really great YouTube channel. Uh, if you haven't seen Toolfinder or the website, uh, check it out. He and I did a video this week. Uh, I think I've got it pulled up somewhere in my sidebar. Uh, this will go live here this upcoming week, but really digging into ClickUp super agents. Um, and so this is a fun conversation with Francesco. And if you have not yet checked out his YouTube channel, uh, it's definitely worth uh, checking out and looking at as well. That video should go up if you're watching this when it comes out uh, here on the last day of February. Um, then that video should be out in the next week. Okay. I've got a whole bunch of other things I should have called out. There's a lot happening in ClickUp land this week, but I didn't want to go too long with the episode. So, let's get into my favorite part, which is trivia time. Last week's trivia. The first question, what is Fort Lauderdale's official nickname that actually appears on the city's seal? And the options there were the adding capital of the world, Venice of America, gateway to the Caribbean, or the Caribbean, and America's tropical paradise. And if you guessed Venice of America, you were correct. You knew the answer. Good job. Question number two. Studies show that the average office worker is actually productive for how much of an eight hour workday? And I'm going to give away the answer here because they're in bold, but uh an hour and 39 minutes was incorrect. 2 hours and 53 minutes is actually the answer to that question. Now, this uh comes from some research. Uh there's actually a couple different teams who collaborated on research to pull this together. Keep in mind this is average. It is worth like as you hear that and think about it. Um, I hope that you're thinking, "Boy, I think my team's like pretty pretty well above that." And also realize it's pretty unlikely your team is actually productive for six hours of an 8 hour workday, which is pretty crazy. I also think with everything happening in the space, like 8 hour workday does not have to be the norm. Um, so I care way more about what gets done than how long did it take to get done. But it still is interesting to see uh what research pops up. All right, totally unrelated to productivity. Which of these is botanically classified as a true berry? And if you knew that bananas are actually the true berry and it's not all these things with berries in their name, strawberries, raspberries, or blackberries, you made it through high school botany or middle school botany and paid attention and congratulations to you for knowing the difference between a trueberry and other types of fruits. All right, that was last week's trivia. If you have a favorite trivia question, send it in to show@zenpilot.com. And without further ado, let's look at this week's trivia. Question one, ClickUp weekly trivia time. How many hours per week does the average employee spend in unproductive meetings? Is it 20 hours, five hours, 15 hours, or nine hours? If you know the answer, drop a comment here on YouTube and let us know. We'll call those out next week. Question two for ClickUp Weekly trivia time. What percentage of people can actually multitask effectively? And again, from uh this research team, and I think this came out of um an academic study, I can't remember which university in Utah this came from, so I should remember this. Uh but they called these folks super taskers. So, what percentage of people can actually multitask effectively? Is it 2 and a half percent, B 15%, C 30%, D 50%. Uh, I would imagine a bunch of folks here will guess the percentage is low and I'm one of them. You'll have to wait till next week to find out or do your own research on it. All right, trivia time is always fun for me. It brings up some funny text messages afterwards. So, I appreciate you who are uh who are interacting with it, engaging with it, and shouting it back out to me. All right. And that is it for this week's edition of ClickUp Weekly. Um, get involved, subscribe on YouTube, answer the trivia questions, email show@zenpilot.com if you'd like to be involved. Subscribe to first class operations. You can get free access to the ClickUp 4.0 playbook. Uh, that's at zenpilot.comnewsletter. If you enjoy this type of content, subscribe, leave a comment, let me know, and we'll see you next week. All right, thanks for tuning in.