How do I Order (Sort) ClickUp Tasks?
How do you organize your ClickUp tasks? Alphabetically? Or sort them by Custom Fields? Or put them in a totally random order in your List or Board view? In this…
What is the difference between systems setup, implementation, and coaching?
https://www.youtube.com/watch?v=SbQ7wEWxXPI&feature=youtu.be Types of System Help You know you need to hire help with your business systems, software, technology, and processes...but you're so confused by all the types of help out…
How do I add clients to ClickUp without overwhelming them?
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…
How do you give your Cognito Form Template to someone else?
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…
How can I track capacity (for me or my team)?
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…
How do I build processes for new services?
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…
How can I copy my Cognito Form?
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…
Why does my GSuite Profile Pic sometimes shows up on YouTube?
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…
Should I hire a process consultant specializing in my industry?
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…
How can I share a Doc with a link?
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…