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Working with OkOmni - ClickUp Key Guide for Public Boards: Status, Priorities, Tags, and FAQs

This page serves as a comprehensive guide to using the ClickUp public board for clients, including explanations of the various statuses, tags, and priorities, as well as frequently asked questions and contact information for additional support.

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CLIENT ANNOUNCEMENTS

This status typically appears at the top of the client board and provides important information and resources for clients. It may include details on how to submit requests, how to navigate the board, or other helpful tips and information.

ON HOLD

This status indicates that a task or project is temporarily paused or put on hold. This could be due to a resource or budget constraint, a change in priorities, or just waiting to be scheduled.

IN REVIEW

This status indicates that a task or project has been completed, and is now under review by a project lead.

SCHEDULED

This status indicates that a task or project has been scheduled and assigned to team members.

IN PROGRESS

This status indicates that a task or project is currently being worked on and is actively making progress towards review.

CLIENT HOLDING

This status indicates that the client is reviewing a completed task or project and has not yet provided feedback or approval.

CLOSED

This status indicates that a task or project has been completed, reviewed, approved, and closed. No further work is required, and the project is considered finished.

Urgent

This tag indicates that a task is at the top of the work queue and requires immediate attention. It should be prioritized over all other tasks.

HIGH

This tag indicates that a task needs a quicker turnaround than other tasks. It should be prioritized after urgent tasks but before normal tasks.

NORMAL

Most tags are labeled normal. This tag indicates that a task has a typical turnaround time and should be completed after urgent and high priority tasks.

LOW

This tag indicates that a task has no rush and can have a slower turnaround time. It should be prioritized after all other tasks.

NONE

This tag indicates that a priority flag was not added to the task. Unless it is urgent, this task will be prioritized accordingly with other normal tasks. The team is currently working on implementing a priority flag.

This section explains the purpose of each tag used on the ClickUp public board and how they help categorize projects and tasks.

!!! Rush !!!

This tag is used for urgent, high-priority projects that require immediate attention and a fast turnaround. Tasks with this tag may require additional resources, overtime, or expedited approvals to ensure they are completed on time.

On-Going

This tag is applied to projects that are currently in progress and do not have a fixed end date. These projects may include regular check-ins or milestones to track progress, but they are not tied to a strict deadline.

Daily

This tag is used for projects that require daily attention or completion. Examples may include responding to emails, managing social media posts, or other routine tasks that are essential to the success of the project.

Weekly

This tag indicates work that must be completed on a weekly basis. Tasks may include updating reports, holding weekly meetings, or delivering specific items each week.

Bi-Weekly

This tag is used for tasks or projects that need to be completed every two weeks. Examples may include submitting reports or completing recurring deliverables on a bi-weekly schedule.

Monthly

This tag applies to projects that require completion each month. This may include conducting monthly meetings, preparing monthly reports, or delivering scheduled monthly tasks.

Bi-Monthly

This tag is used for projects that occur every two months. These may involve bi-monthly meetings or recurring deliverables scheduled on a two-month cycle.

Quarterly

This tag identifies projects that require completion every three months. Typical examples include submitting quarterly reports or completing scheduled quarterly deliverables.

Yearly

This tag is used for projects or tasks that occur once per year, such as annual reviews or yearly reporting.

QA

This tag is used for tasks related to quality assurance or testing. These tasks may include testing software or products, identifying and documenting bugs, and ensuring that deliverables meet quality standards.

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