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ClickUp Archive Dashboard

VIDEO TRANSCRIPT | Recorded: 2025-01-08 | Verify against current system state

Abstract

This session demonstrates the ClickUp archive dashboard built to preserve and search historical project data from the Salesforce migration. The dashboard provides access to 1,726 tasks, 6,927 comments, and 20GB of attachments stored in a Cloudflare bucket. Jeff walks through the search functionality, key decisions reference, activity analytics, and how to navigate the archived project data.

Key Procedures

  • Dashboard captures 1,726 tasks (not counting subtasks), 6,927 comments, and 20GB of attachments
  • Attachments stored in Cloudflare R2 bucket due to volume (20GB)
  • Three project lists available: Requirements, UAT (primary work area), and Project Plan
  • Key Decisions Reference: Collection of ClickUp tasks tagged as documentation of decisions made
  • Search by task title: Use the search box within a project list (e.g., UAT → search "Chargent")
  • Full content search: Jump to Search tab to search through titles, comments, and task descriptions
  • Search attachments: Filter by "has attachments" and search by attachment name or type (e.g., videos)
  • Filter by creator: Select specific people to see their tasks/contributions
  • Filter by status and project area (e.g., July tasks with videos)
  • Click "View on ClickUp" to open the original task in ClickUp
  • Archive process runs nightly/daily to pick up new activity
  • Activity chart shows weekly activity split between AANP (purple) and Integrate to Cloud (green)
  • Most discussed tasks and top contributors available for reference

Notable Statements

  • 0:00:21 "There are 1,726 tasks that have been captured. That doesn't count the subtasks."
  • 0:00:31 "Attachments have been put into a Cloudflare bucket because there are so many. It's 20 gigabytes worth of data."
  • 0:01:07 "We tagged certain ClickUp tasks as a documentation of decisions made. So this is just a collection of those items."
  • 0:02:06 "This search is searching not only through the title, but also the comments and the task itself."
  • 0:03:35 "Better than ClickUp, if you ask me."
  • 0:05:16 "I can run an archive process nightly or daily... and it picks up things that happened overnight."

Systems & Configurations

Systems Mentioned

  • ClickUp (project management, source data)
  • Cloudflare R2 (attachment storage)
  • Custom archive dashboard

Specific Configurations

Item Value/Setting Timestamp Notes
Total tasks 1,726 0:00:21 Does not include subtasks
Total comments 6,927 0:00:28 -
Attachment storage 20GB in Cloudflare 0:00:37 Separate bucket due to volume
Project lists Requirements, UAT, Project Plan 0:00:51 UAT was primary work area

Credentials/Access Mentioned

  • Access to archive dashboard (URL not specified in video)
  • ClickUp access for viewing original tasks via "View on ClickUp" links

Errors & Troubleshooting

  • Issue: Project Plan list appears mostly empty
  • Cause: I2C did not fully utilize the project plan
  • Resolution: Kept for historical purposes to document what was or wasn't done
  • Timestamp: 0:00:58

Transcript Gaps & Quality Notes

  • Recording from live demonstration session
  • Duration: ~6 minutes
  • Presenter: Jeff Sikes
  • Audio quality: Good
  • One instance of speaker attribution to "Speaker 2" appears to be Jeff continuing
  • Dashboard shown is a custom-built tool, not the native ClickUp interface