Project Planning 101 Training Course

This instructor-led, live training in Taiwan (online or onsite) is aimed at advanced-level professionals who wish to master ClickUp's reporting and dashboard features to drive data-driven decision-making and optimize workflows.

By the end of this training, participants will be able to:

• Create and customize advanced dashboards in ClickUp.
• Use ClickUp's reporting tools to track key performance indicators (KPIs).
• Automate data collection and visualization.
• Integrate external data sources for comprehensive analytics.
• Optimize dashboards for team collaboration and executive reporting.

This course offers guidance on the responsibilities of a Process Owner, enabling them to articulate their role in terms of process management. It provides the education necessary to oversee the design, re-engineering, and improvement of IT Service Management (ITSM) processes, with a specific focus on Agile Service Management. Participants learn to apply Scrum practices to Process Owner responsibilities and utilize Agile and Lean principles to implement 'just enough' processes, ensuring that process performance remains continuously aligned with overarching business goals.

Learn how to use Agile Service Management to increase the customer value your processes create and to compete in a fast-paced, disruptive world. A Certified Agile Service Manager serves as the working equivalent of a development Scrum Master. Together, Scrum Masters and Agile Service Managers can instill Agile thinking into the entire IT organization, forming the basis of a DevOps culture.

This instructor-led, live training in Taiwan (online or onsite) is aimed at intermediate-level professionals who wish to enhance workflow efficiency by leveraging ClickUp’s automation and integration features.

By the end of this training, participants will be able to:

• Understand ClickUp’s automation capabilities and use cases.
• Create and manage automations to streamline workflows.
• Integrate ClickUp with third-party tools like Slack, Google Drive, and Zapier.
• Set up triggers, conditions, and actions for automated task management.
• Optimize team collaboration through automation and integrations.

This instructor-led, live training in Taiwan (online or onsite) is aimed at intermediate-level professionals who wish to apply Agile project management principles using ClickUp’s features.

By the end of this training, participants will be able to:

• Set up and configure ClickUp for Agile project management.
• Manage sprints, backlogs, and epics effectively.
• Leverage ClickUp’s Kanban, List, and Timeline views for Agile workflows.
• Track team velocity, burndown charts, and performance metrics.
• Automate Agile processes to improve efficiency.
• Integrate ClickUp with other Agile development tools.

This instructor-led, live training in Taiwan (online or onsite) is designed for advanced professionals aiming to customize ClickUp for business operations, enhance process efficiency, and integrate automation for scalable workflows.

By the end of this training, participants will be able to:

• Customize ClickUp workspaces, views, and templates for business operations.
• Develop and optimize workflows for process management.
• Implement advanced automation for repetitive tasks.
• Integrate ClickUp with other business tools and data sources.
• Monitor and analyze process efficiency using ClickUp reporting.

This instructor-led, live training in Taiwan (online or onsite) is designed for advanced professionals seeking to utilize ClickUp for managing large-scale projects, fostering cross-functional collaboration, and driving enterprise-wide efficiency.

Upon completion of this training, participants will be able to:

• Deploy ClickUp across the enterprise in accordance with best practices.
• Organize workspaces, spaces, and projects effectively for large teams.
• Utilize advanced reporting and dashboards to gain executive insights.
• Automate workflows and integrate ClickUp with existing enterprise systems.
• Strengthen governance, compliance, and security measures within ClickUp.

This instructor-led, live training in Taiwan (online or onsite) is designed for beginner-level professionals eager to master the core principles of ClickUp for both task and project management, as well as personal productivity.

Upon completion of this training, participants will be able to:

• Navigate ClickUp’s interface and understand its workspace architecture.
• Efficiently create and manage tasks, lists, and projects.
• Leverage views such as List, Board, and Calendar for enhanced organization.
• Apply productivity tools like priorities, tags, and custom statuses.
• Collaborate effectively through comments, mentions, and shared spaces.
• Establish personal productivity workflows to manage daily responsibilities.

This instructor-led live training in Taiwan (online or onsite) walks participants through the deployment of a JIRA instance. Participants will learn the advanced usage of JIRA, JIRA installation, configuration, upgrading and migration, how to customize JIRA for their projects, add, manage and assign users, groups and project roles, configure and manage dashboards, define emails and notifications, apply JIRA security schemes, manage JIRA permissions, perform JIRA troubleshooting, install and customize JIRA service desk, set up a knowledge base, manage service desk users, and handle service requests collaboratively.

By the end of this training, participants will be able to:

• Have an in-depth understanding of JIRA administration.
• Customize JIRA based on their own business needs.
• Define JIRA emails and notifications.
• Manage and assign users, groups, project roles.
• Manage JIRA permissions and security schemes.
• Perform JIRA troubleshooting.
• Deploy and customize JIRA service desk.

This instructor-led live training in Taiwan introduces the advanced capabilities of JIRA, including creating and managing various types of JIRA projects, utilizing JIRA for agile projects, configuring agile boards, managing built-in and custom fields, creating and managing screens and filters, performing basic and advanced issue searches, applying screen schemes, managing and updating workflows, configuring and applying workflow schemes, performing analysis, and generating reports.

By the end of this training, participants will be able to:

• Manage issues effectively.
• Create and run Scrum and Kanban projects.
• Manage built-in and custom fields.
• Understand and manage business processes, workflows, and workflow schemes.
• Perform basic and advanced searches and analysis.
• Generate and review reports.

This instructor-led, live training in Taiwan introduces JIRA's approach to software planning, tracking and releasing as it walks participants through the creation and management of a JIRA project.

By the end of this training, participants will be able to:

• Understand concepts and functionality behind JIRA's user interface and workflows.
• Add, modify, clone, link, and prioritize issues.
• Progress issues through the entire workflow.
• Perform searches.
• Manage and customize screens and filters.

This instructor-led, live training in Taiwan (online or on-site) is aimed at intermediate-level business analysts who wish to learn the tools and techniques of business analysis and to prepare for the PMI-PBA exam.

By the end of this training, participants will be able to:

• Learn the tools, techniques, and practices of business analysis as outlined by PMI.
• Master the five domains of business analysis.
• Develop practical skills for identifying stakeholders' needs, managing requirements, and ensuring successful project outcomes.
• Understand the PMI-PBA certification process and prepare for the certification exam.

This training course is designed to prepare participants for the PMP® exam (Project Management Professional®). Upon completion, each participant receives a certificate verifying their attendance in the PMP-Prep training (35 hours).

Target Audience:

• Experienced project managers looking to enhance their qualifications and gain international recognition through the prestigious Project Management Professional (PMP®) certification.
• Less experienced project managers and team members who wish to expand their knowledge and sharpen their project management skills.
• Middle and senior managers aiming to strengthen their competencies in management and project supervision.
• Professionals with project management experience who seek to improve their existing skills.

Training Objectives:

• To provide comprehensive preparation for obtaining the Project Management Professional (PMP®) certification by systematizing existing knowledge and familiarizing participants with the specificities of the PMP® exam.
• To meet the formal eligibility requirements for the PMP® exam, specifically obtaining the required 35 contact hours of project management education.
• To introduce key practices, techniques, and tools used in project management.

Class Format:

• Presentation of project management topics.
• Questions and quizzes related to PMP® exam subject matter.
• Practice questions in the style of the PMP® certification exam, including detailed analysis.

This instructor-led, live training in Taiwan (online or onsite) is aimed at project managers who wish to manage projects with Trello.

By the end of this training, participants will be able to:

• Manage and track tasks to improve project workflows and boost team productivity.
• Add functionality and extensions not included in the standard Trello for tracking the progress of complex projects.
• Organize multiple projects with Trello.

This course is tailored for organizations aiming to streamline their daily operations by seamlessly connecting digital platforms such as Trello, QuickBooks, Google Workspace, and the WhatsApp API.

Through this instructor-led live training (available online or onsite), participants will learn to connect and automate workflows, enhance project and financial oversight, and centralize data to support better decision-making.

Upon completion of this training, participants will be able to:

• Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
• Integrate WhatsApp API communication into operational workflows.
• Design multi-platform automation systems focused on efficiency and control.
• Implement security and monitoring policies for active integrations.
• Document and maintain automated processes in operation.

Course Format

• Conceptual explanations and guided demonstrations.
• Practical exercises applied to real-world operational scenarios.
• Hands-on practice using company-specific data and tools.

Course Customization Options

• Adapting the content to the company’s specific platforms and processes.
• Including additional tools such as Zapier, Make/Integromat, or Power Automate.
• Analyzing and designing real data integration flows.