Free ClickUp Starter Kit
Set up your ClickUp workspace with confidence. Free guides, cheat sheets, a planning worksheet, and bonus lessons from a Verified ClickUp Consultant.
What's inside
Ready to finally get started with ClickUp, without the overwhelm? The ClickUp Starter Kit is your shortcut to setting up your workspace, understanding the essentials, and taking confident action. Go at your own pace, one short lesson at a time.
What's included:
- Getting Started in ClickUp Guide: 10 strategies for a calm, successful start.
- Quick Guide to the ClickUp Hierarchy: how Spaces, Folders, Lists, and tasks fit together.
- ClickUp Lingo Cheat Sheet: ClickUp's terms in plain language.
- Set Yourself Up for ClickUp Success: a checklist to track your setup step by step.
- Essentials for Creating Tasks: how to write tasks your team can actually act on.
Bonus lessons:
- The Business First Worksheet: a fillable worksheet to map your goals, your time, and one key process before you build.
- Your First 3 Automations: the automations I set up first for almost every client, step by step.
- AI in ClickUp: where AI actually saves time, what it costs, and how to start.
Perfect for: new ClickUp users, small business owners, and teams who want a clear, no-fluff starting point.
Course curriculum
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1Start Here
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2Your ClickUp Guides
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3Bonus Features
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4Next Steps