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How to enable and create a notepad in ClickUp

Joseph Lee
Nithil Shanmugam
January 2, 2024

How to enable and create a notepad in ClickUp

Overview:

Streamline your workflow in ClickUp by harnessing the power of Notepad. Enhance organization and clarity by utilizing Notepad to categorize and manage your tasks effortlessly. This guide offers a seamless process to enable Notepad in ClickUp and create a personalized one, empowering you to boost efficiency and maintain clear task management within the ClickUp platform.

1. Start by selecting your profile icon.

1 Click on "N"

2. Proceed by choosing the 'Settings' option.

2 Click on "Settings"

3. Now, activate your notepad settings by toggling the switch.

3 Click here

4. After enabling, click 'BACK' to return.

4 Click on "BACK"

5. Select the 'Quick Action Menu' for the next move.

5 Click here

6. Here's your chance to create a note, go ahead.

6 Click here

7. Give your notepad a creative title next.

7 Click here

8. Click the 'Create' button to materialize your notepad.

8 Click on "Create"

9. Congratulations! Your notepad is ready for use, and it will be here whenever you return.

9 Click on ""

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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