Didn’t get a chance to watch this year’s LevelUp Conference from ClickUp? No worries. We did and we wrote you a summary of all the most important points surrounding ClickUp 3.0 and what they mean for your business.
At ClickUp’s 2023 LevelUp Conference, they announced that ClickUp 3.0 has arrived! For those of us that have been along for the ride since the days of ClickUp 1.0, this latest version release is the equivalent of Christmas morning! This version release will include several incredible enhancements in areas such as quality, design, reliability, and performance. These changes are going to continue to revolutionize the capacity of your business’s productivity through ClickUp.
In short, these backend enhancements will ensure ClickUp runs FASTER and STRONGER RELIABLY.
Want to get early access to ClickUp 3.0? Join the waitlist here!
On the frontend, ClickUp also announced a plethora of new features that will be rolling out with ClickUp 3.0! Each feature was carefully thought out and is based on real feedback from everyday ClickUp users like yourself.
So, without further adieu, it’s our pleasure to introduce you to your new arsenal features!
AI has been taking the digital world by storm so it’s no surprise at all that ClickUp would keep up with the current state of tech! ClickUp AI will save you loads of time by quickly writing high-quality content with the click of a button. Here are some examples you can expect:
And this is just the start. ClickUp announced there’s much more to come this year with AI. Find more information about ClickUp’s up-and-coming AI features here!
Transform ClickUp into a dynamic surface that you can personalize using portable Cards that let you visualize your work your way. Here are a few everyday applications:
You can now personalize your Home page with the information cards that are most relevant for you. Now, place your most important work front and center with as much or as little context as you need.
We all love using the search feature in ClickUp to quickly find a list, task, or doc anywhere inside your workspace. But what if this feature searched not only your ClickUp, but all the apps you have connected to it? Now, it’s possible! Instantly find any file in connected apps (e.g. Google Drive, Slack, Figma, etc.) all from the universal search tool. So you can:
Create custom task types to represent just about anything you want to manage in ClickUp—accounts, cases, SKUs, backlog items, you name it.
For example, if you are using ClickUp to track client accounts, the individual tasks in this section of your workspace are most likely client names, rather than actual ‘tasks’ that need to be completed. With Custom Task Types, you can create a task type called ‘Clients’ to make sure those ‘tasks’ are labeled and categorized appropriately so there is no guessing about what a task’s purpose is!
Custom fields are amazing, but they have a tendency to get a little disorganized when you are managing fields across so many spaces, folders, and lists! With the Custom Field Manager, you can now manage custom fields across your entire workspace in one simple location! Easily merge, move, edit, and duplicate custom fields through one centralized manager.
Look at this scenario, maybe you have an ‘Email’ custom field you use often throughout your business, but it’s not consistent: in some places, it is ‘Client Email’ and in others, it is ‘Email Address’ or ‘Contact Info’. With the Custom Field Manager, you could easily pop in, select all the different variations you want to edit, and simultaneously change them all to simply ‘Email’ so that they are consistent across your entire workspace!
AT LAST, you can use conditional logic on your forms! This is one that had our whole team yelling from the rooftops! You can officially tell Typeform goodbye! 👋
Let us paint you a picture, you are using ClickUp forms as a performance survey for your clients. One of the questions is, “Did our team help you with your content creation projects?” Now, you can use conditional logic so that if they answer “Yes” you can make additional questions appear specifically about this portion of your services. If they answer “No”, they will not see the questions that are not relevant to them!
Not only can you now handle a wider range of use cases with advanced logic and new actions within automations, but you can also manage, duplicate, and move automations in one central location.
Picture this, you want to update an automation but for the life of you can’t remember where it triggers. Now, you can simply navigate over to the automations manager, search the automation and update it directly from there.
For example, say you have a space dedicated to a certain project or aspect of your business. Instead of having to dig through tasks in a list view to get a grasp on where this project is at, now you can just toggle over to the Overview View to see a quick synopsis of everything happening in the space! You can cater this summary with the information that is most pertinent to you using Cards!
These features are just the tip of the iceberg! Once they are fully implemented and functional, your systems connoisseurs here at SystemsUp HQ will make sure we give you an in-depth look at how to best apply these features in your business for maximum productivity, so stay tuned!
March 1, 2023