What are the different parts of Tasks in ClickUp?
* 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…
How do I install the ClickUp Mobile App(s) or ClickUp Chrome Extension?
There are several other ways to access ClickUp besides logging in to ClickUp.com each time. We'll show you how to access/install the ClickUp Mobile App and ClickUp Chrome Extension below.…
How can I visualize my workload / capacity?
https://www.youtube.com/watch?v=21QVXT5yMSg&feature=youtu.be In this (recorded) Live from my free Facebook Group, I go through a doodle-filled example of how we can visualize capacity in our business. Hint: It's about more than…
How do I create Team and Employee Handbooks in ClickUp Docs?
https://www.youtube.com/watch?v=YnNH6ipCh4A&feature=youtu.be In this video, I walk through how I use ClickUp Docs to create Policies & Procedures / Team Handbook for my team. This function could Word docs, Dropbox Paper, Evernote, or…
How do I get an alert when someone submits my Cognito Form?
https://www.youtube.com/watch?v=zpVK5dbcg4Y&feature=youtu.be You can be alerted when someone submits your Cognito Form by setting up your Notification and Confirmation email options. (They're located in the Submission settings.) Want to try Cognito…
How can I prepare a process for delegation?
https://www.youtube.com/watch?v=Yb06qz_zfnU&feature=youtu.be 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…
How do I set up ClickUp’s built-in time tracker for tracking hours?
Since publication ClickUp has released Time Tracking v3 which changes some of this functionality. Learn more straight from the source at: https://docs.clickup.com/en/articles/1144625-time-tracking. * Disclaimer This post contains affiliate links. If…
How do you turn on Dark Mode in ClickUp?
https://www.youtube.com/watch?v=GOKkeEKcH_k&feature=youtu.be Curious how to turn on Dark Mode -- an easier-on-the-eyes view? Just click on your profile in the bottom-left and toggle between Light and Dark Mode. It's that simple!…
What is Client Onboarding?
https://www.youtube.com/watch?v=25oDTbqLeDY&feature=youtu.be Ever hear the word "onboarding" and wonder, "What the heck is onboarding?" We got you covered. 0:37 Definition of Onboarding 1:08 Examples of Onboarding
What do I include in a Zoom Invitation?
https://www.youtube.com/watch?v=BPnDG_z1VW0&feature=youtu.be Wondering how to make sense of that long Zoom invitation? In this video I'll cover: 1:25 The Meeting URL you need to join a Zoom meeting. 3:47 One-Tap Mobile…