Project Planning 101 Training Course

This instructor-led, live training in Portugal (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 within the process framework. It provides the necessary education to oversee the design, re-engineering, and enhancement of IT Service Management (ITSM) processes, with a specific focus on Agile Service Management. Participants will learn how to apply Scrum practices to their Process Owner duties, utilizing Agile and Lean principles to implement 'just enough' processes and continuously align process performance with overarching business goals.

This course aims to deepen participants' comprehension of agile methodologies and digital transformation within the governmental sector. Following an exploration of digital and agile principles, including the associated mindsets and behaviours, the curriculum delves into key agile methods, techniques, and tools, demonstrating their effective application. Additionally, the course reviews the most recent guidance regarding agile practices in the public sector and highlights the primary standards for digital government. Instruction is delivered via a blend of presentations, practical exercises, and interactive activities, with options for both in-person and remote delivery.

This instructor-led, live training in Portugal (online or onsite) targets intermediate-level professionals aiming 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 Portugal (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 Portugal (online or on-site) is designed for advanced-level professionals who wish to tailor 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’s 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 Portugal (online or onsite) is designed for advanced professionals seeking to utilize ClickUp to manage large-scale projects, facilitate cross-functional teamwork, and improve enterprise-wide efficiency.

Upon completing this training, participants will be able to:

• Deploy ClickUp across the enterprise following industry best practices.
• Organize workspaces, spaces, and projects effectively for large teams.
• Utilize advanced reporting tools and dashboards to gain executive-level insights.
• Automate processes and connect ClickUp with existing enterprise systems.
• Strengthen governance, compliance, and security protocols within ClickUp.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level professionals who wish to learn the fundamentals of ClickUp for task and project management, as well as personal productivity.

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

• Navigate ClickUp’s interface and workspace structure.
• Create and manage tasks, lists, and projects efficiently.
• Utilize views like List, Board, and Calendar for better organization.
• Apply productivity features such as priorities, tags, and custom statuses.
• Collaborate effectively using comments, mentions, and shared spaces.
• Set up personal productivity workflows to manage daily tasks.

This instructor-led live training in Portugal (online or onsite) guides participants through the deployment of a JIRA instance. Attendees will master advanced JIRA usage, including installation, configuration, upgrading, and migration. The course covers customizing JIRA for specific projects, managing users, groups, and project roles, configuring dashboards, setting up emails and notifications, applying security schemes, and managing permissions. Additionally, participants will learn JIRA troubleshooting techniques, installing and customizing the JIRA Service Desk, establishing a knowledge base, managing service desk users, and collaboratively handling service requests.

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

• Gain an in-depth understanding of JIRA administration.
• Customize JIRA to align with their specific business requirements.
• Configure JIRA emails and notification settings.
• Manage and assign users, groups, and project roles.
• Oversee JIRA permissions and security schemes.
• Execute JIRA troubleshooting procedures.
• Deploy and customize the JIRA Service Desk.

This instructor-led, live training in Portugal introduces the advanced capabilities of JIRA, including creating and managing different types of JIRA projects, using JIRA for agile projects, configuring agile boards, managing built-in and custom fields, creating and managing screens and filters, performing basic and advanced issue searching, 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 Portugal 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, delivered in Portugal (online or onsite), is designed for intermediate-level business analysts who wish to learn the tools and techniques of business analysis and 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 prepares participants for the PMP® exam (Project Management Professional®). Upon successful completion, each participant receives a certificate confirming the PMP-Prep training (35 hours).

Target audience:

• Experienced project managers looking to enhance their qualifications and validate them internationally with the prestigious Project Management Professional (PMP®) certificate.
• Less experienced project managers and team members who wish to expand their knowledge and project management skills.
• Middle and senior managers interested in developing their competencies in managing and overseeing projects.
• Individuals with project management experience who want to improve their professional skills.

Training objectives:

• Comprehensive preparation for obtaining the Project Management Professional (PMP®) certificate through the systematic organization of existing knowledge and familiarization with the specifics of the PMP® exam.
• Meeting the formal eligibility requirement for the PMP® exam, specifically obtaining the required 35 contact hours.
• Learning the practices, techniques, and tools of project management.

Course format:

• Presentations on project management topics.
• Questions and quizzes related to PMP® exam topics.
• Analysis of questions in the style of the PMP® certification exam.

This instructor-led, live training in Portugal (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 organisations looking to streamline their operations by connecting the digital platforms used in daily activities, including Trello, QuickBooks, Google Workspace, and the WhatsApp API.

This instructor-led, live training (available online or on-site) walks participants through the process of linking and automating workflows, thereby improving project and financial oversight while centralising information 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 communication via the WhatsApp API 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.

Format of the Course

• 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.