How to Use ClickUp Dashboards as an Onboarding/Training Portal - Jena Paulo Virtual Solutions

How to Use ClickUp Dashboards as an Onboarding/Training Portal

Acquisition, Business Operations, Onboarding, Retainment

Growing your team and getting them onboarded with your systems are two different challenges.

What is onboarding?!

Okay, so I could give you the textbook definition, but instead, I want you to think about the last time you brought someone into your business, client, or team member.

Take yourself back:

You are onboarding a new team member because you decided to level the heck up. Hell yes. You have this huge vision for what this means; You are making the energetic investment. You have found the perfect person to join your team.

You then hop on the onboarding Zoom call, you get your camera on, you look at the person on the other side of the screen, and…

You have no idea where to start. 😳

How are you supposed to get this person who is so perfect for your team to fully understand your vision, tasks, and systems all in one call?

The secret. You don’t.

Onboarding is literally the process you use to avoid overwhelm like this.

Your process from getting team members from hired to ready to go. A systemized checklist and guide to getting them “on board.”

Step-by-step on how to optimize your onboarding of your team

Create a database for SOPs.

Create a systemized place to house & share onboarding & training resources.

Use dashboards to train incoming team members where they can mark & show progress.

You can hold everything in one place and customize it.

Three Ways to Use the Dashboard Feature

1) Start with a centralized hub {a team dashboard},

This would be a specific board that houses the ClickUp docs, to-do lists, tasks, time tracking and goal tracking specifically on a team level. This would include a space for training material and new hires as well.

2) Track progress from day one {using goals},

Using charts/graphs and the goal tracking feature, you can keep your new team member on track with progress tracking and clear goals.

3) Keep an eye on the big picture {a central dashboard},

This would be creating a dashboard that is more central around your needs of managing your team. You individual admin tasks, outsourcing management, project timelines that include all tasks, and other central needs.

Learn more about Dashboards in this quick video: 5 dashboard must-haves to uplevel your client experience


The Procedure & Process Management Plug & Play Foundation is everything you need to build, manage & maintain your companies Standard Operating Procedures (SOPs).

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