How to use ClickUp for project management (Simple Walkthrough 2026)

Thinking about using ClickUp for your small business, but feel overwhelmed by everything it offers? In this walkthrough, I'll  show you exactly how to set up ClickUp, the simple way, so you can actually USE it instead of fighting with it. I'm Anna Natkins of Anna Simple Solutions, and I help small businesses streamline operations without the tech overwhelm. 📌 What you'll learn: How ClickUp's navigation actually works (Spaces, Folders, Lists) The single view that saves me hours every week How to use custom fields like a project manager Building dashboards for owners vs. team members The mistakes that make ClickUp feel impossible ⏱ TIMESTAMPS: 0:00 - Intro to ClickUp 0:45 - Navigation & Sidebar Overview 1:30 - Spaces, Folders & Tasks 2:45 - List View & Subtasks 3:30 - Board View (Kanban) 4:15 - Documents & SOPs 5:00 - The "Me" Filter (Game Changer) 5:45 - Custom Fields & Columns 6:30 - Filtering & View Options 7:15 - Gantt View for Project Managers 8:00 - Dashboards & Widgets 9:00 - Goals, Pulse & Portfolios 9:45 - Final Thoughts #ClickUp #SmallBusinessTools #ProjectManagement #ClickUpTutorial