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Where should I start my day in ClickUp?

  • Post published:July 21, 2020
  • Post category:Beginner ClickUp
  • Reading time:3 mins read

https://www.youtube.com/watch?v=yqYQPhA235M&feature=youtu.be Where exactly should you go FIRST when you're starting your day in ClickUp? Is it Home or Inbox View? Or is it Notifications? Or is it Pulse / Activity?…

Continue ReadingWhere should I start my day in ClickUp?

How do I bring on my next (or first) assistant?

  • Post published:July 20, 2020
  • Post category:Beginner Documentation
  • Reading time:2 mins read

https://www.youtube.com/watch?v=Yb06qz_zfnU Looking to bring on new associates into your business? Here's an inside look into my 4-step process for welcoming in those newcomers with examples via ClickUp. Jump to what…

Continue ReadingHow do I bring on my next (or first) assistant?

How do I Order (Sort) ClickUp Tasks?

  • Post published:July 17, 2020
  • Post category:Beginner ClickUp
  • Reading time:2 mins read

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…

Continue ReadingHow do I Order (Sort) ClickUp Tasks?

What is the difference between systems setup, implementation, and coaching?

  • Post published:July 10, 2020
  • Post category:Service Providers
  • Reading time:2 mins read

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…

Continue ReadingWhat is the difference between systems setup, implementation, and coaching?

How do I add clients to ClickUp without overwhelming them?

  • Post published:July 9, 2020
  • Post category:Advanced ClickUp
  • Reading time:2 mins 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:2 mins 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:12 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:2 mins 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:2 mins 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:2 mins 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?
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