Teamwork best practices

ClickUp provides a powerful platform to collaborate with team members. In this article, you'll learn tips on how to collaborate better in ClickUp.

What you'll need

Collaboration basics

Working together is easy in ClickUp. Some of the tips that we recommend are:

  • @mention a person directly so that they receive the notification and can provide you a quick response.
  • When asking a teammate for a response or to complete a task in a comment, assign the comment to that person to ensure that it gets tracked within the task.
  • Use reactions to acknowledge a comment.
  • Keep conversations organized by using threaded replies.
  • Set company-wide ground rules so that everybody can help others complete work on time. For example:
    • Check notifications 1-2 times a day.
    • Respond to notifications that require inputs/action within 24 hours.
    • Respect time off and consider time zone differences.

Collaborating on large teams

If you're part of a larger team, we also recommend the following.

  • Capture goals or OKRs in a List and connect those projects and tasks using Relationships, so that every team member is on the same page about what they are working towards and what their responsibilities are.
  • Use a List to track meetings for easy access to notes and create subtasks to plan larger meetings like All Hands.
  • Designate common Custom Fields for unified reporting.
  • Use ClickUp Docs to track and grow your team's knowledge base.
  • Hold retrospectives using Board view, Docs, or Whiteboards. Then create tasks from them to take action on improvements.
  • Capture and take action on feedback through Forms.

Team meetings

Team meetings are important for successful collaboration. Use the following recommendations to help make your meetings more efficient.

Meeting Docs

We recommending using Docs for team meetings or longer format agendas and notes. Docs enable collaborative editing and note-taking, which encourages everyone on the team to share ideas and feedback.

Image of an example of meeting notes in ClickUp

If you're interested in using notes in your next meeting, take a look at this meeting notes template available to use in your own Workspace.

One on one meeting tasks

For smaller team meetings between individual teammates, we recommend using a recurring task to keep track of meeting information.


Was this article helpful?