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How to annotate documents in ClickUp

Joseph Lee
Nithil Shanmugam
March 8, 2024

How to annotate documents in ClickUp

Overview:

Revolutionize your document collaboration in ClickUp with our comprehensive guide on annotating documents. Elevate your workflow by adding comments, highlights, and annotations seamlessly. Enhance team communication, streamline information sharing, and boost productivity with this step-by-step guide, ensuring a clear and efficient document annotation process within the ClickUp platform.

1. Firstly, click to open the selected task.

1 Click here

2. Then, select the 'Upload' option to attach a document.

2 Click on "upload"

3. Navigate to 'Upload file' and click on it.

3 Click on "Upload file"

4. Open the file you just uploaded.

4 Click here

5. Next, choose 'Add comment' to annotate.

5 Click on "Add comment"

6. Select your annotation area and click to add a comment.

6 Click on "Click to add comment"

7. After entering your comment, click 'Send'.

7 Click on "Send"

8. Close the comment viewer when you're finished annotating.

8 Click here

9. Next, head to 'Action Items' for comment resolutions.

9 Click on "Action Items"

10. Mark the checkbox to confirm and complete the annotation process.

10 Click here

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker