Skip to content
Systemize at your own pace — the self-study version of the 6th edition of Foundations is now available!
ProcessDriven
  • Login
  • Results
  • Learn
    • Free Resources
      All Our Helpful Tools in One Place for $0
    • YouTube Channel
      Subscribe for New Videos Every Month
    • How to SmartSuite
      Beginner Online Course for SmartSuite Users
    • How to ClickUp
      Beginner Online Course for ClickUp Users
  • Work With Us
    • ProcessDriven Foundations™
      Our Signature Self-Paced Program to Systemize Small Teams
    • SOP Swap™
      Unlock up to 300 written SOPs at our Workshop on Sept 10, 2025
    • Company Training
      Private Virtual or On-Site Instructions by Layla at ProcessDriven
  • Start Here
  • Toggle website search
Search this website
Menu Close

Should I hire a process consultant specializing in my industry?

  • Post published:June 26, 2020
  • Post category:Advanced Workflows
  • Reading time:2 mins 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:3 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:2 mins 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:13 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?

How do I install the ClickUp Mobile App(s) or ClickUp Chrome Extension?

  • Post published:June 23, 2020
  • Post category:Beginner ClickUp
  • Reading time:4 mins read

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.…

Continue ReadingHow do I install the ClickUp Mobile App(s) or ClickUp Chrome Extension?

How can I visualize my workload / capacity?

  • Post published:June 19, 2020
  • Post category:Beginner Workflows
  • Reading time:1 mins read

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…

Continue ReadingHow can I visualize my workload / capacity?

How do I create Team and Employee Handbooks in ClickUp Docs?

  • Post published:June 16, 2020
  • Post category:Advanced ClickUp
  • Reading time:2 mins read

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…

Continue ReadingHow do I create Team and Employee Handbooks in ClickUp Docs?

How do I get an alert when someone submits my Cognito Form?

  • Post published:June 12, 2020
  • Post category:Other
  • Reading time:1 mins read

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…

Continue ReadingHow do I get an alert when someone submits my Cognito Form?

How can I prepare a process for delegation?

  • Post published:June 5, 2020
  • Post category:Advanced Workflows
  • Reading time:2 mins read

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…

Continue ReadingHow can I prepare a process for delegation?

How do I set up ClickUp’s built-in time tracker for tracking hours?

  • Post published:June 4, 2020
  • Post category:Advanced ClickUp
  • Reading time:4 mins read

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…

Continue ReadingHow do I set up ClickUp’s built-in time tracker for tracking hours?
  • Go to the previous page
  • 1
  • …
  • 30
  • 31
  • 32
  • 33
  • 34
  • 35
  • 36
  • Go to the next page

Deliver Process Improvement to Your Inbox

Get our best content, freebies, and events directly in your inbox.

    🔍 Identify the Gaps in Your Team’s Operations

    Take this free quiz to receive a personalized analysis of your team's systems. Identify your strengths and uncover opportunities for growth with our Systemization Snapshot™ assessment.

    Take the Snapshot

    You might also like…

    • How to Write SOPs That Your Team Will Actually Use (The Ultimate Step-by-Step Guide)
      How to Write SOPs That Your Team Will Actually Use (The Ultimate Step-by-Step Guide)
      December 6, 2024/
      0 Comments
    • Ultimate Guide to Systemize Your Business
      Ultimate Guide to Systemize Your Business
      February 16, 2024/
      0 Comments
    • How to Avoid Burnout In Your Small Business
      How to Avoid Burnout In Your Small Business
      March 13, 2025/
      0 Comments
    • Why SOPs Are Important: Benefits of Standard Operating Procedures
      Why SOPs Are Important: Benefits of Standard Operating Procedures
      February 27, 2025/
      0 Comments
    • Communication at Work: An Effective Communication Framework for Small Teams
      Communication at Work: An Effective Communication Framework for Small Teams
      February 20, 2025/
      0 Comments

    Since 2018, ProcessDriven® has helped 2,100+ small teams make success repeatable and chaos preventable.

    Subscribe to The Workin' Process newsletter for tips to organize your small team each week:

      Free Resources:
      • Systemization Snapshot™
        Free personalized audit of your team’s operations
      • The Blueprint
        Free training on our process-building strategy
      • 109 SOPs Every Team Needs
        Free resource of example standard procedures
      • Visit the Blog
        Process best practices and quick tips
      • Our Toolbox
        Check out our favorite gear and software
      Dig Deeper:
      • How to ClickUp
        Online training for ClickUp beginners
      • How to SmartSuite
        Online training for SmartSuite beginners
      • Sponsor Us
        Add value to our audience’s businesses
      • Join Our Team
        Make an impact on Team ProcessDriven
      • ProcessDriven’s Mission
        About our mission and why it matters
      Work with Us:
      • ProcessDriven Foundations™
        Our signature program to systemize small teams
      • Company Training
        Private Virtual or On-Site Instructions by Layla at ProcessDriven
      • SOP Swap™ Workshop
        Unlock up to 300 written SOPs on Sept 10, 2025
      ProcessDriven® | Copyright 2025 | All Rights Reserved | Terms & Conditions | Disclaimer | Privacy Policy
      • Login
      • Results
      • Learn
        • Free Resources
          All Our Helpful Tools in One Place for $0
        • YouTube Channel
          Subscribe for New Videos Every Month
        • How to SmartSuite
          Beginner Online Course for SmartSuite Users
        • How to ClickUp
          Beginner Online Course for ClickUp Users
      • Work With Us
        • ProcessDriven Foundations™
          Our Signature Self-Paced Program to Systemize Small Teams
        • SOP Swap™
          Unlock up to 300 written SOPs at our Workshop on Sept 10, 2025
        • Company Training
          Private Virtual or On-Site Instructions by Layla at ProcessDriven
      • Start Here
      • Toggle website search