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Is SmartSuite the Best Work Management Software for your business? (3 Features to Help You Decide)

  • Post published:November 4, 2022
  • Post category:Beginner SmartSuite
  • Reading time:16 mins read

Is SmartSuite the best work management software for you? If you're looking for a tool to organize your tasks, projects, and CRM -- we recommend keeping your eye on SmartSuite.…

Continue ReadingIs SmartSuite the Best Work Management Software for your business? (3 Features to Help You Decide)

ClickUp vs. SmartSuite: Detailed Review of the Best Features, Pricing, & Design

  • Post published:November 4, 2022
  • Post category:Beginner ClickUp/Beginner SmartSuite
  • Reading time:39 mins read

ClickUp vs. SmartSuite: which work management tool is better? In this video, we compare work management giant ClickUp to newcomer SmartSuite for an in-depth review of the best features, support…

Continue ReadingClickUp vs. SmartSuite: Detailed Review of the Best Features, Pricing, & Design

KPI vs. OKR: What’s the difference for small business?

  • Post published:October 28, 2022
  • Post category:Beginner Documentation
  • Reading time:11 mins read

KPI vs. OKR: two acronyms that every leader should know. Small businesses use KPIs and OKRs to make informed decisions based on data, so it's no surprise these two concepts…

Continue ReadingKPI vs. OKR: What’s the difference for small business?

#1 Way to Create Recurring Tasks in Monday.com (Beginner Tutorial)

  • Post published:October 21, 2022
  • Post category:Beginner Workflows
  • Reading time:35 mins read

Searching for the best way to create recurring tasks in Monday.com? This beginner tutorial walkthrough shows you just that! In this video, we're breaking down six paths that allow users…

Continue Reading#1 Way to Create Recurring Tasks in Monday.com (Beginner Tutorial)

5 ClickUp Dashboard MISTAKES (+ easy fixes for beginners!)

  • Post published:October 14, 2022
  • Post category:Beginner ClickUp
  • Reading time:15 mins read

Too often, we see our clients making the same ClickUp Dashboard mistakes. These mistakes typically result in lost time, energy, and productivity. That's why we decided to share which ClickUp…

Continue Reading5 ClickUp Dashboard MISTAKES (+ easy fixes for beginners!)

Layla’s Lookback Q3 2022

  • Post published:October 7, 2022
  • Post category:Personal
  • Reading time:1 mins read

Want a sneak peek into how we run our business at ProcessDriven? Layla's Lookback is our video series dedicated to going behind the scenes on our membership, our processes, and…

Continue ReadingLayla’s Lookback Q3 2022

Build a PRETTY Client Portal in ClickUp + 5 Mistakes to Avoid

  • Post published:October 7, 2022
  • Post category:Beginner ClickUp
  • Reading time:25 mins read

Do you wish you had an aesthetically-pleasing ClickUp Dashboard to share with your clients and go that extra mile for them? We're showing you how to build a visually appealing…

Continue ReadingBuild a PRETTY Client Portal in ClickUp + 5 Mistakes to Avoid

How to Integrate Airtable and ClickUp (Beginner Zapier Tutorial)

  • Post published:September 30, 2022
  • Post category:Advanced ClickUp
  • Reading time:36 mins read

Is an Airtable and ClickUp Integration possible? If you've glanced at both ClickUp and Airtable's integration pages, you'll notice these apps do not natively integrate. Luckily, third-party apps exist to…

Continue ReadingHow to Integrate Airtable and ClickUp (Beginner Zapier Tutorial)

Archive or Delete a Task: Which Should You Do?

  • Post published:September 23, 2022
  • Post category:Beginner Workflows/Workflows
  • Reading time:9 mins read

Curious as to whether you need to archive or delete a task, email, file, document, etc.? Many people confuse these two actions, which can lead to detrimental effects on their…

Continue ReadingArchive or Delete a Task: Which Should You Do?

How to Use The Eisenhower Matrix in the ClickUp Hierarchy (Beginner Tutorial)

  • Post published:September 16, 2022
  • Post category:Beginner ClickUp
  • Reading time:22 mins read

If you're someone who appreciates the simple things in life, we urge you to prioritize the Eisenhower Matrix in ClickUp. Why? This framework is a must-have for anyone looking to…

Continue ReadingHow to Use The Eisenhower Matrix in the ClickUp Hierarchy (Beginner Tutorial)
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