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How do I add clients to ClickUp without overwhelming them?

  • Post published:July 9, 2020
  • Post category:Advanced ClickUp
  • Reading time:1 min read

https://www.youtube.com/watch?v=lspJAHkWFko&feature=youtu.be This is a recording of a LIVE event in my free Facebook Group (https://processdriven.co/group). In this video (selected by popular vote in the Facebook Group!) we talk through how…

Continue ReadingHow do I add clients to ClickUp without overwhelming them?

How do you give your Cognito Form Template to someone else?

  • Post published:July 7, 2020
  • Post category:Other
  • Reading time:1 min read

https://www.youtube.com/watch?v=rZHURVAvQ9M&feature=youtu.be You can share your Cognito Form with other people's accounts by turning on the "Template" feature. Yes, really! In this video I'll show you: [1:10] Turn on the Share…

Continue ReadingHow do you give your Cognito Form Template to someone else?

How can I track capacity (for me or my team)?

  • Post published:July 5, 2020
  • Post category:Advanced Workflows
  • Reading time:8 mins read

Want to get your copy of my Capacity Tracker template? Add your info below! Your capacity is how much work your organization can handle at one time. We often think about…

Continue ReadingHow can I track capacity (for me or my team)?

How do I build processes for new services?

  • Post published:July 3, 2020
  • Post category:Beginner Workflows
  • Reading time:1 min read

https://www.youtube.com/watch?v=qhelBKBQAAo&feature=youtu.be This is a recording of a LIVE event in my free Facebook Group (https://processdriven.co/group). How can we use workflows to clarify a new offer? Well, let's find out. Live…

Continue ReadingHow do I build processes for new services?

How can I copy my Cognito Form?

  • Post published:July 3, 2020
  • Post category:Other
  • Reading time:1 min read

https://www.youtube.com/watch?v=HUBhgC-g7Ks&feature=youtu.be You've built an awesome Cognito Form, but now you want to clone, copy, or duplicate it. You may want the exact same form...or to just copy an old one…

Continue ReadingHow can I copy my Cognito Form?

Why does my GSuite Profile Pic sometimes shows up on YouTube?

  • Post published:June 30, 2020
  • Post category:Other
  • Reading time:1 min read

https://www.youtube.com/watch?v=Izl0FawS0qc&feature=youtu.be We interrupt our normal topics, schedule, and just about EVERYTHING to bring you the fix for a problem that's been plaguing me for way too long...and yes, I literally…

Continue ReadingWhy does my GSuite Profile Pic sometimes shows up on YouTube?

Should I hire a process consultant specializing in my industry?

  • Post published:June 26, 2020
  • Post category:Advanced Workflows
  • Reading time:1 min read

https://www.youtube.com/watch?v=l9qcyCeUcXc&feature=youtu.be If you're looking to hire outside support to improve your business processes, process map, or streamline workflows...you might be wondering, "Do I want a consultant who specializes in my…

Continue ReadingShould I hire a process consultant specializing in my industry?

How can I share a Doc with a link?

  • Post published:June 23, 2020
  • Post category:Beginner ClickUp
  • Reading time:2 mins read

ClickUp Doc's Copy URL Option isn't for sharing. Normally, linking to a ClickUp doc using the "Copy URL" will generate a URL for each page of a document. However, this…

Continue ReadingHow can I share a Doc with a link?

How do you share a link using Cognito Forms?

  • Post published:June 23, 2020
  • Post category:Other
  • Reading time:1 min read

https://www.youtube.com/watch?v=4_PlXYIV-o8&feature=youtu.be You've made yourself an awesome Cognito Form so you can collect information from clients, team members, or friends online. But now...how do you share it with them to actually…

Continue ReadingHow do you share a link using Cognito Forms?

What are the different parts of Tasks in ClickUp?

  • Post published:June 23, 2020
  • Post category:Beginner ClickUp
  • Reading time:5 mins read

* Disclaimer This post contains affiliate links. If you click them and decide to make a purchase we may receive a small commission (at no cost to you). This time…

Continue ReadingWhat are the different parts of Tasks in ClickUp?
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