--- title: ClickUp Training — 2026-04-05 type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2025-10-06-clickup-training-92164469.md tags: - clickup - onboarding - project-management - marketing-analytics - google-analytics - qr-codes - reporting - bluepoint-atm layer: 2 client_source: BluepointATM industry_context: b2b-services transferable: false --- # ClickUp Training — 2026-04-05 ## Overview Melissa Cusumano (Asymmetric) trained the BluePoint ATM team (Wade Zirkle, Mike Stebbins) on ClickUp workflow, dashboard navigation, and task submission. The session also covered marketing analytics tools — Google Analytics and Clarity — and surfaced a request for automated monthly reporting. A labeling discrepancy in the direct mail QR code setup was flagged for follow-up. **Attendees:** - Wade Zirkle — BluePoint ATM (external) - Mike Stebbins — BluePoint ATM (external) - Melissa Cusumano — Asymmetric --- ## Key Decisions - **ClickUp is the preferred channel for all new project requests** — not email. Wade confirmed this is clear going forward. - **Monthly automated marketing performance report will be implemented.** BluePoint will define the desired metrics; Asymmetric will build and deliver it on a recurring basis, reviewed on the first Wednesday sales call of each month. - **QR code labeling for direct mail campaigns needs review.** There is confusion about which QR codes correspond to which mailers (Roadies, Cannabis, Entertainment/Cashless). This was not fully resolved during the session. --- ## Action Items | Owner | Item | Notes | |---|---|---| | Melissa | Set up monthly automated marketing performance report | Pending metric list from Wade | | Wade | Create ClickUp task listing desired metrics for monthly report | Agreed to do this in ClickUp rather than email | | Melissa / Mark | Review and clarify QR code labeling for direct mail campaigns | Roadies, Cannabis, and Entertainment/Cashless QR codes need clear naming and destination verification | | Melissa / Mark | Confirm ZoomInfo and Google Analytics access for BluePoint team | Believed to be resolved; needs verification | | Melissa | Set up auto-reply email for website contact form | Wade tested and confirmed no auto-reply is currently sent | | Melissa | Restrict BluePoint's ClickUp visibility to their own projects only | Wade and Mike can currently see all client projects — unintended | | Team | Schedule follow-up ClickUp training session if needed | Wade suggested this may be useful | | Wade / Melissa | Discuss marketing plan spreadsheet on next Wednesday's call | Wade reviewing the Excel marketing plan Melissa sent | --- ## ClickUp Workflow — Notes from Training ### Dashboard - The BluePoint ATM Client Dashboard provides an overview of sprint tasks, progress, and team assignments. - Recommended bookmark: **Dashboard** for overview, or **Inbox** for notification-driven workflow. Wade tends to use the inbox. - Color coding: gray = not started; other colors indicate in-progress, review, and done states. ### Task Workflow (Statuses) ``` Backlog → In Progress → Internal Review → Client Review → Done ``` - When work is ready for client eyes, Melissa moves it to **Client Review** (red) and tags Wade in a comment. - Asymmetric runs **two-week sprints** (e.g., 2nd–15th). This is internal scheduling and does not directly affect client project timelines. ### Submitting New Requests - Use the **task request form** accessible from the BluePoint ATM Client Dashboard (scroll down to find it). - For urgent requests (needed within 48–72 hours), follow up with a direct email or text to Melissa in addition to the ClickUp task. - Priority guidance: anything needed within the week → **Urgent** or **High**; everything else → **Normal**. ### Inbox / Commenting - When viewing notifications in the inbox, clicking a notification alone may not expose the comment field. **Click the task title link** within the notification to open the full task view — the comment panel will then appear on the right. - This was the root cause of Wade's recurring inability to leave feedback on certain tasks. ### Permissions Issue - BluePoint currently has visibility into **all client projects**, not just their own. Melissa flagged this as unintended and will investigate. ### Email Notifications - Users can manage notification frequency in **Settings → Notifications**. Melissa has disabled email notifications entirely and works from the in-app inbox instead. --- ## Marketing Analytics — Notes from Training ### Google Analytics - **User Acquisition** view shows how visitors arrived (organic, referral, QR code, etc.). - **Demographics / Location** view shows user regions and states. - QR code traffic appears as a source/medium entry (e.g., `direct-mail / qr-code`). - Date ranges can be adjusted to isolate traffic around specific events (e.g., a conference on the 22nd–25th). - BluePoint team to be added as users; Mark may have already completed this. ### Clarity - Provides more granular location data (city + state level) than Google Analytics. - Includes page view heatmaps and session recordings. - Useful for seeing which pages visitors are actually engaging with. ### QR Code Tracking — Current State & Issues - QR codes are tracked via UTM parameters and visible in both Google Analytics (source/medium) and the QR code management platform. - **Overall usage has been low.** Most scans appear to be internal tests. - Three direct mail QR codes were created for the recent campaign: - **Entertainment / Cashless** → Cashless landing page - **Traditional ATM (General)** → Homepage (bluepointatm.com) - A third for the remaining mailer (Roadies or Cannabis — labeling unclear) - **Problem flagged:** The naming convention in the QR code platform does not clearly distinguish which code belongs to which campaign piece. Wade requested cleaner labeling (e.g., "Roadies — Traditional ATM" vs. "Cannabis — Traditional ATM") so campaign performance can be read at a glance without drilling down. - Resolution was deferred: *"That's something we can look at later."* ### Looker Studio / Reporting Dashboard - Key metrics from Google Analytics and other tools can be pulled into a Looker Studio dashboard so BluePoint doesn't need to log into multiple platforms. - Some other Asymmetric clients already receive this kind of consolidated view. --- ## Transcript Excerpts **On ClickUp as the preferred request channel:** > **Melissa:** "I would love it to come through ClickUp… ClickUp is a better way because then we can just have it truly tracked in the project management tool." > **Wade:** "Okay. So go through ClickUp. That's good. That's clear." **On the monthly report request:** > **Wade:** "Could we just make that a regular report that we can review? Maybe the first sales call of the month, which would be the first Wednesday?" > **Melissa:** "Yeah, a hundred percent. Give me a list of exactly what you want on it, and then we can apply it." **On QR code labeling confusion:** > **Wade:** "I feel like if we're cataloging these, we shouldn't have to drill down to figure out what campaign they're a part of." > **Melissa:** "It's pretty easy to just change that." > *(Labeling review deferred to a later session.)* **On inbox commenting workaround:** > **Melissa:** "So to comment or look at anything, you now need to click on the [task title] up above… It's a stupid extra step, but that's how it is." --- ## Related - [[clients/current/bluepoint/_index]] - [[clients/current/bluepoint/direct-mail-campaigns]]