January 2026

Learn how to manage project budgets, costs, and profitability in ClickUp using dashboards, custom fields, and reports for accurate financial control.

Learn how to connect Outlook to ClickUp and create, link, and manage tasks directly from your inbox using the ClickUp Outlook add-in.

Learn how to use ClickUp to build a repeatable, effective real estate marketing plan with templates, tasks, and views that keep every listing on track.

Learn how to use ClickUp contextual AI to streamline work, automate tasks, and boost productivity with practical, step-by-step guidance.

Learn how to use ClickUp AI Agents with Shopify to automate support, boost conversions, and streamline store management step by step.

Learn how to manage project phases in ClickUp with clear steps, workflows, and templates so you can plan, track, and deliver projects on time.

Learn step-by-step how to create, customize, and share online forms in ClickUp to collect, organize, and act on responses efficiently.

Learn how to set up and use ClickUp HR AI agents to automate onboarding, training, documentation, and support workflows in your human resources team.

Learn how to build and manage a Developer Relations framework in ClickUp, with steps, tips, and structure you can adapt to your own DevRel program.

Learn how to capture, organize, and share client meeting notes in ClickUp using templates, views, and automation for consistent, actionable follow-ups.