Creating an A4 on ClickUp
by Molly Capriotti
- Step 1
Click where you see the pulse to open the the A4 space
- Step 2You should be on https://app.clickup.com/10548895/home
Click where you see the pulse to open the folder for the year and quarter of your project
- Step 3
Click where you see the pulse to open the list "A4 Milestone Template"
- Step 4You should be on https://app.clickup.com/10548895/v/l/6-82154545-1?pr=16869187
Click where you see the pulse to open the options
- Step 5
Click Duplicate
- Step 6You should be on https://app.clickup.com/10548895/v/l/6-82154545-1?pr=16869187
Click the year and quarter you want to confirm the location
- Step 7
Click where you see the pulse to confirm the location
- Step 8You should be on https://app.clickup.com/10548895/v/l/6-82154545-1?pr=16869187
Click Copy List
- Step 9
Click where you see the pulse to enter your project name
- Step 10You should be on https://app.clickup.com/10548895/v/l/6-82154545-1?pr=16869187
Click Folderless List
- Step 11
Click on the Copy List button
- Step 12You should be on https://app.clickup.com/10548895/v/l/a1xmz-18060?pr=16869187
In the new list you've just created, click where you see the table starting with "Project Name + (BPS)". This will pop up a sidebar to edit the description of your list.
- Step 13
Click Optimizing New Hire Onboarding + (#)
- Step 14You should be on https://app.clickup.com/10548895/v/l/a1xmz-18060?pr=16869187
Enter the link to the A4 doc
- Step 15
Update the table based on what is listed in the approved A4 doc
- Step 16You should be on https://app.clickup.com/10548895/v/l/a1xmz-18060?pr=16869187
Next, click out of the sidebar and go down to the list of placeholder milestones and pre-populated tasks.
- Step 17
Open Milestone 1 and replace the text with the first milestone from your A4 timeline.
- Step 18You should be on https://app.clickup.com/t/2b39bad
Click Subtask (#) to open the subtasks below the Milestone.
- Step 19You should be on https://app.clickup.com/t/2b39baf
Click where you see the pulse
- Step 20You should be on https://app.clickup.com/10548895/v/l/a1xmz-18060?pr=16869187
Click where you see the pulse to add contributors, approvers, and consultants that will be included throughout the project
- Step 21
Click where you see the pulse to add metadata like due dates, priority, time estimates, related files,
- Step 22You should be on https://app.clickup.com/10548895/v/l/a1xmz-18060?pr=16869187
Click Review the Change Checklist for any relevant tasks to this project (click for link)
Description:
How to Creating an A4 on ClickUp on app.clickup.com in 22 steps
Total steps:
22
Time to complete:
4 min
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