Starting the Day
We address all notifications from these two sources at the beginning of every day.
What is Slack and ClickUp?
The responsible person for ensuring deadlines are met.
What is "the creator, the coordinator, and the PM"
The two key components of a Slack status.
Up to date emoji + hours.
The places where you can achieve Inbox 0!
What is "your gmail account, Slack, and ClickUp"
What you should not do if you have a question about ClickUp.
What is "pretend everything is ok, suffer silently, or feel bad"
Add it to ClickUp!
The appropriate course of action if a task is due before you will be at work next?
The purpose of ClickUp subtasks.
What is "to track each step in a larger project."
What to do if there is an action step in an email?
Add it to the appropriate ClickUp task or address right away.
Coordinators are are in charge of making sure tasks assigned to these people are completed well and on time.
What is "creators and coordinators"
The most important sections in ClickUp
What is Assigned to Me and Inbox.
What is "move the deadline back to the date on which it can reasonably be completed."
The responsible person for reviewing work for quality.
What is "the creator, the coordinator, and the PM!"
What to do if a task doesn't have a deadline because the client said they will circle back when they feel like it.
Assign a deadline to nudge to client again.
A helpful tool for organizing the tasks you plan to complete each day.
What is "the priority list."
What is "tell your supervisor, move deadlines when possible, and reassign as needed."
What to do when a recurring task is overdue.
What is "leave a comment in the task explaining why it's overdue."
The level of information that every ClickUp task should have.
What is "Enough that anyone can hop in and achieve the task, no matter how new they are to the team."
What to do when a task needs to be archived.
Alert a coordinator or the PM, as tasks can only be archived once everyone is paid.
The two most critical components of every ClickUp task and subtask.
A due date and assignees (the PM, the Coordinator, and if needed the Creator).
This form helps you remember to do your daily hygiene.
What is "the Daily Habits form."
By the end of the day all tasks assigned to you are either:
What is 1) completed; 2) if one-time and nonurgent, the deadline is moved, your supervisor is alerted, and a comment is added to the task for context; or 3) if recurring but unable to complete, leave a comment in the task for context.
When and how often should ClickUp "daily hygiene" be completed?
What is "Daily at the beginning of the day."
How to see Laurel's meetings for the next day?
What is go to "Google Calendar" and pretend to book a meeting with her.
These are the only two task types in "Assigned to Me" that should be overdue by the end of each day.
- Repeating tasks (given there is a note with context for why overdue)
- Tasks that are urgent that we've dropped the ball on (given there is a note with context for why overdue)