Comprehensive ClickUp Onboarding
$0.00
- Save Hours with Ready-to-Use Templates
- Built with ClickUp Best Practices for Real-World Teams
- Step-by-Step Guides for Instant Success
- Includes One Complimentary 30-Minute Consultation
- ClickUp Business Plus or Enterprise Licence Required
Template Level
Template Description
Our ClickUp Onboarding Template helps teams adopt ClickUp quickly and confidently. Structured in phases, it helps new users learn the platform step-by-step while understanding how it integrates with their daily work.
Featuring demo videos, explainer docs, and progress tracking, managers can easily monitor each employee’s onboarding journey. Department-specific paths ensure every role receives the most relevant tools and workflows.
Benefits of a Comprehensive ClickUp Onboarding Template
Insightful Video Demos and Learning Activities
This template includes expert-designed Core Learnings with step-by-step video demos to help new users quickly understand ClickUp’s key features.
Each learning is paired with a practical ‘Activity’ task, allowing users to immediately apply what they’ve learned and build real confidence using the platform.
Comprehensive Progress Tracking
Getting the most out of ClickUp starts with thorough onboarding, but ensuring every team member completes it can be challenging.
This template includes progress tracking dashboards that empower team members to monitor their own learning, while simultaneously giving managers a clear view of who’s on track and where extra support is needed.
Template Onboarding Lists to Save You Time
We’ve included a built-in, ready-to-use onboarding list to make setup quick and easy for every new team member.
Simply duplicate the template, rename it, and let the list guide new hires through their first steps – including assigning tasks to themselves and getting started right away.
Who’s It For?
This template is perfect for teams migrating to ClickUp for the first time or looking to improve how they onboard new hires. It’s designed to make adoption smoother, faster, and more effective, so your team can start seeing real productivity gains, sooner.
What's included?
Onboarding happens in the “[User Name]” list, featuring step-by-step “Key Learning” items and guiding “Activities”. You’ll also find a “[User Name] Progress” dashboard, an Archive view for completed tasks, and a feedback form to share your experience. A folder-level dashboard allows managers to track and compare onboarding progress across the team.
Ease of Use & Setup
To get started, simply duplicate the “[User Name]” list for each new team member. The template is beginner-friendly and guides users through the few small adjustments needed during onboarding.
Customization Options
An “Onboarding Feedback” list with an integrated form helps teams gather valuable insights on the onboarding experience. This feedback allows for ongoing improvements to both the onboarding tasks and the dashboards that support the process.
Compatibility & Integrations
ClickUp offers native integrations with over 80 tools – and with third-party platforms like Make.com and Zapier, that number rises to over 1000. Use this powerful ecosystem to streamline your workflows even further. For example, integrate with Slack for communication, or Google Calendar to simplify scheduling.
Support & Updates
At Upficient, we’re committed to customer satisfaction and ensuring our digital tools deliver real value. That’s why every template includes a free 30-minute setup call to help you get started. Plus, you’ll receive regular updates to keep your workspace aligned with the latest ClickUp features and best practices.
Technical Elements
0
Space
1
Folders
0
Sub-Folders
2
Lists
0
Views
1
Forms
5
Custom Fields
2
Automations
2
Dashboards
1
Docs
FEATURED REVIEWS
Tom, Lento Agency
(Argentina)
Kyle, Ekko Group
(Dubai)
Mieke, The Ola Agency
(CPT)
Reviews
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