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

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

• ^[1]
• ^[2]