ClickUp and Google Calendar: Why you want this integration

One of many cornerstones of project management is time management — staying on schedule is important to success. Most venture and operations managers maintain their initiatives on monitor with the assistance of venture administration software program like ClickUp. However integrations can improve even the perfect options. On this article, we cowl one such integration: ClickUp and Google Calendar. This integration creates a two-way sync of duties between the 2 platforms.

Cynthia Tougher, operations specialist and proprietor of Simplify VA, leads a small group of digital assistants who use ClickUp to streamline the again finish of their purchasers’ companies. The answer helps them break down massive tasks into manageable duties they’ll simply monitor. ClickUp’s Google Calendar integration has made it potential to maintain monitor of tasks rather more effectively. Hold studying to see how her enterprise advantages from this integration and the way her group makes use of it in apply.

The advantages of integrating ClickUp and Google Calendar

Tougher says companies that benefit from this integration can see some important advantages:

• Elevated flexibility: By integrating Google Calendar with ClickUp, you’re in a position to work – to some extent – from both platform. Whilst you can’t entry each ClickUp function inside the Google Calendar interface, you’ll have the ability to view your ClickUp duties and mark them as accomplished.
• Higher visibility: You’ll be able to combine ClickUp and Google Calendar in every of your venture areas, which means you’ll see your duties from each built-in area while you open your calendar. For instance, in the event you combine along with your workspaces for Shopper A and Shopper B, your duties for each purchasers will seem in your calendar. “That is nice for managing your work in the event you’re a member of multiple group, since you may view all of your assigned duties in Google Calendar throughout a number of ClickUp workspaces,” says Tougher.

• Improved time administration: Creating duties in ClickUp requires the standard parts – similar to title, due date, and outline – however you even have the choice of estimating the time the duty will take to finish. Estimating completion time may also help you time block your duties and keep away from overloading your schedule.

Methods to leverage the ClickUp and Google Calendar integration

Tougher makes use of this integration in her every day routine. 

For instance, she and two group members often meet with a training consumer. After the assembly, she creates new duties in ClickUp for every of the motion gadgets the group recognized throughout the dialogue. Most often, she merely names and assigns duties to the suitable personnel to deal with, similar to assigning a writing activity to the copywriter.

“I ensure that to speak the precedence and timeline of the duty to the related group member, however I sometimes depart the due date clean to allow them to resolve when is finest to finish the work based mostly on their schedule,” Tougher explains.

For extra time-sensitive duties, Tougher could assign an precise due date, however she leaves the time clean. In these situations, the duty will present up on the prime of the assigned particular person’s calendar. They’ll then assign a time themselves and estimate how lengthy it can take to finish. “I do that to assist construct belief with my group and keep away from micromanagement. The pliability of the mixing allows me to take this method,” Tougher says.

Tougher additionally shares an instance of assigning a activity to a consumer. Considered one of her purchasers often does podcast visitor appearances and media interviews. To make sure these actions go easily, Tougher and her group assign duties similar to “overview inventive outlines” or “submit scripts” to the consumer so the consumer can see the duties on their calendar and never miss them. 

Tips on how to add ClickUp’s Google Calendar integration to your Areas

So as to add this integration, begin in your ClickUp account and comply with these directions:

• Navigate to Settings –> Calendar –> Add account –> Sync duties to Google.
• Choose your required Google account and select both Every thing, to sync new lists as they seem, or sync to a selected checklist. (The latter choice means you’ll must reintegrate each time you add a brand new checklist.)
• Click on Subsequent, then await the sync to complete.

Tip from Tougher: “Create a separate calendar for ClickUp as a result of, when you sync your duties, the variety of gadgets in your display will be overwhelming. Having a ClickUp-only calendar you could faucet on and off will make it simpler to overview your schedule. It is going to even be simpler to delete in the event you ever depart ClickUp, as duties stay even in the event you take away the mixing.”

The best way to reinforce your ClickUp expertise much more 

Jotform is a strong type builder you need to use to take your ClickUp expertise to the following degree. You’ll be able to integrate ClickUp with Jotform to collect activity requests and venture info by means of customizable on-line kinds and have them seem in your ClickUp account routinely as new duties.

Need to make it straightforward to request a brand new graphic in your advertising and marketing marketing campaign? Arrange a type that lets group members submit requests for a selected designer, together with a desired due date and outline. As soon as a group member submits their request, it routinely exhibits up as a activity in ClickUp assigned to the indicated designer. Get began with one of these project management forms or try out the integration today.

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