ClickUp Training — Session 2:
Margaret Eneware
ClickUp Training — Session 2: Board View & Task Workflow
Overview
In this session, I built on my ClickUp fundamentals by learning how to visualize and manage tasks using Board view, and by practicing moving a task through a workflow.
What I Practiced
✅ Switched between List view and Board view
✅ Understood the Kanban-style workflow: To Do → In Progress → Complete
✅ Moved a task (“Follow up with client A”) from To Do to In Progress using the Status field
✅ Added two additional tasks to build out a realistic small workflow: “Send proposal to Client B” and “Research leads in Port Harcourt”
Skills Practiced: Task Management, Kanban Workflow, Board Organization, Status Tracking.
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Posted Sep 9, 2026
ClickUp Training — Session 2: Board View & Task Workflow Overview In this session, I built on my ClickUp fundamentals by learning how to visualize and manage...
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