January 2026

Learn how to create, manage, and use custom commands in ClickUp Command Center to speed up your daily workflows and repetitive actions.

Learn how to set up and use ClickUp AI agents for customer intelligence management to automate insights, routing, and support workflows.

Learn how to run effective PI planning in ClickUp with templates, views, and automations to align teams, prioritize work, and track program objectives.

Learn how to connect Fireflies.ai with ClickUp to capture, organize, and action AI-powered meeting notes directly in your workspaces.

Learn step-by-step how to set, track, and optimize CRM goals in ClickUp so your sales and customer success teams hit targets faster.

Learn step-by-step how to build a complete project management plan in ClickUp, from defining goals and scope to tracking progress and reporting.

Learn how to use ClickUp quote templates step-by-step to create accurate, professional sales quotes faster and streamline your client approvals.

Learn how to write a clear, winning project proposal in ClickUp using templates, structure, and examples to align stakeholders and secure approvals.

Learn how to add, configure, and use Embed views in ClickUp to display external apps, media, and custom pages directly inside your workspace.