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.
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.
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!
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…
There's lots of hype about launching online courses -- but rarely is there a discussion about the SYSTEMS needed before (and after) that fancy-schmancy launch. So what IS needed to…
This YouTube workflow example shows how you can repurpose content from YouTube to create email newsletters, social media posts, and blog posts on your website for SEO. The beauty of…
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…
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…
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…
https://www.youtube.com/watch?v=5MOyPtOuLRQ&feature=youtu.be This is a recording of a LIVE event last week in my free Facebook Group (https://www.facebook.com/groups/officeworkacademy/). Today I'm going to share a small adjustment that can be used in…