How to Terminate an Employee and Maintain Their Dignity
Running a business isn't all sunshine and rainbows. Sometimes, it requires you to make challenging calls, like firing an employee who isn't a good fit. No one wants to share…
The Key to Delegation: Comparative Advantage in Small Business
“It’s faster/easier to do it myself.” “I don’t have time to train someone else.” “No one can do it as well as I can.” Do these excuses sound familiar? These…
Five Tactics to Increase the Efficiency of Your Processes
If you have successful business processes already in place, congratulations! That’s a great first step! Yet there are still benefits to be realized by increasing their efficiency. Improved productivity is…
How to Productize Your Service
When marketing a service-based business, customers want to purchase results, not a process. If you’re a portrait photographer, selling customers a two-hour photoshoot is less compelling than a perfect business…
How I Use ClickUp as a Content Calendar for YouTube Planning & Production (ClickUp Tour)
Curious to know how we organize our content calendar for videos that we publish on YouTube? We got you! This article takes you behind the scenes into our ClickUp account…
How to Manage Time Off & Vacation Requests in ClickUp
In this video, ClickUp course creator Layla at ProcessDriven explains a simple 4 step process to managing, approving, and keeping your team on track when it comes to time-off and vacation requests in ClickUp.
How to use ClickUp for New Hire Onboarding (5 easy steps!)
ClickUp Course creator Layla at ProcessDriven walks through how we've recently worked through our own new hire onboarding process, and how our team has helped new hires become familiar with (and confident in!) our ClickUp Workspace in their first 30 days.
Inviting Clients into Your ClickUp: Guest Access vs. Public Views in ClickUp
Want to work with clients in ClickUp but confused as to whether you should use a Public View, Guest Access, Dashboard / Client Portal, or something else? In this post, we'll explain the difference between the most common ways of working with clients in ClickUp PLUS share our favorite way to keep clients in the loop.
How I use ClickUp in my Morning Routine (ClickUp Setup Tour)
Ever wonder how to use ClickUp to start your day? Which ClickUp View should you start with? Should you start with Notifications or in the Home View? Well, take a peek over Layla's shoulder and check out this ClickUp setup tour!
Using Dubsado AND ClickUp for Client Onboarding (Zapier Tutorial)
Want to use Dubsado AND ClickUp for Client Onboarding? This Zapier tutorial will show you exactly how to bring this to life using a simple automated zap. We'll automatically turn…