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DaSilva Life
United States
เข้าร่วมเมื่อ 19 ต.ค. 2020
Welcome to The DaSilva Life Channel! Where I am going to teach all things business organization and systems. Ready to transform your business? I'll show you how!
Learn more: www.dasilvalife.com/
Learn more: www.dasilvalife.com/
ClickUp Templates 101: How to Save Time and Know When to Start from Scratch
Unlock the power of ClickUp templates to save time, stay organized, and elevate your project management game. In this video, we’ll break down everything you need to know about creating and using ClickUp templates. Learn how to decide when to start fresh versus leveraging pre-built templates, streamline your workflows, and customize your workspace for maximum efficiency. Whether you’re new to ClickUp or looking to refine your systems, this guide is packed with actionable tips to help you make the most of your setup. 🚀
What you’ll learn in this video:
• How to create and apply ClickUp templates effectively
• Tips for deciding when to use templates vs. starting from scratch
• Real-life examples to enhance your productivity
• Pro tips for saving time with templates
If you’re ready to optimize your ClickUp workspace and reclaim hours of your week, hit play now! Don’t forget to like, subscribe, and comment below with your questions!
Need personalized help? Work with our team 1-on-1 for expert ClickUp consulting. Book a call here: www.dasilvalife.com/clickup-implementation
00:00 Introduction
01:26 The Power of ClickUp Templates
06:09 How to Save & Apply Templates
07:58 How to Auto-Apply Templates
09:09 Template Center Walkthrough
09:58 Benefits of Paid Templates
10:29 Storing & Updating Templates
12:47 Storing SOPs in Templates
14:15 When You Need Custom Support
16:10 Work with us! 🤝
Take your business to the next level! Contact us for customized consulting ⤵️
🚀 www.dasilvalife.com/contact
CLICKUP TEMPLATES, COURSES, & MORE ⤵️
🗂️ ClickUp Templates: www.dasilvalife.com/shop SAVE 10% with promo code: TH-cam
👨🏫 ClickUp Course: www.dasilvalife.com/clickup-course
🪄ClickUp Template Vault: www.dasilvalife.com/clickup-template-vault
✨ MAXIMIZE YOUR PRODUCTIVITY
→ Save on your first-year of ClickUp: www.dasilvalife.com/clickup-save
→ Save on your first year of HoneyBook: www.dasilvalife.com/honeybook... or code dasilvalife
→ Time Tracking and deep focus tracker: rize.io/u/dasilvalife
→ Integrate all of your calendars seamlessly: www.morgen.so/clickup-integration?ref=nznjmtv
📚 FREE RESOURCES
→ Newsletter: www.dasilvalife.com/email
→ Blog: www.dasilvalife.com/blog
STAY CONNECTED
🔗 LinkedIn: www.linkedin.com/company/dasilvalife
☕️ Facebook: dasilvalifenyc
📱 Instagram: dasilvalife
💥 TikTok: vm.tiktok.com/TTPdBCSVGv/
🐦 X: dasilvalifenyc
🎓 Systems School: www.dasilvalife.com/systems-school
💻 DaSilva Life: www.dasilvalife.com/
Support the DL Channel: www.dasilvalife.com/donate thank you
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And make sure you subscribe to the channel!
th-cam.com/video/T-PXLz8Z52g/w-d-xo.html
*Affiliate Disclaimer: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week!
What you’ll learn in this video:
• How to create and apply ClickUp templates effectively
• Tips for deciding when to use templates vs. starting from scratch
• Real-life examples to enhance your productivity
• Pro tips for saving time with templates
If you’re ready to optimize your ClickUp workspace and reclaim hours of your week, hit play now! Don’t forget to like, subscribe, and comment below with your questions!
Need personalized help? Work with our team 1-on-1 for expert ClickUp consulting. Book a call here: www.dasilvalife.com/clickup-implementation
00:00 Introduction
01:26 The Power of ClickUp Templates
06:09 How to Save & Apply Templates
07:58 How to Auto-Apply Templates
09:09 Template Center Walkthrough
09:58 Benefits of Paid Templates
10:29 Storing & Updating Templates
12:47 Storing SOPs in Templates
14:15 When You Need Custom Support
16:10 Work with us! 🤝
Take your business to the next level! Contact us for customized consulting ⤵️
🚀 www.dasilvalife.com/contact
CLICKUP TEMPLATES, COURSES, & MORE ⤵️
🗂️ ClickUp Templates: www.dasilvalife.com/shop SAVE 10% with promo code: TH-cam
👨🏫 ClickUp Course: www.dasilvalife.com/clickup-course
🪄ClickUp Template Vault: www.dasilvalife.com/clickup-template-vault
✨ MAXIMIZE YOUR PRODUCTIVITY
→ Save on your first-year of ClickUp: www.dasilvalife.com/clickup-save
→ Save on your first year of HoneyBook: www.dasilvalife.com/honeybook... or code dasilvalife
→ Time Tracking and deep focus tracker: rize.io/u/dasilvalife
→ Integrate all of your calendars seamlessly: www.morgen.so/clickup-integration?ref=nznjmtv
📚 FREE RESOURCES
→ Newsletter: www.dasilvalife.com/email
→ Blog: www.dasilvalife.com/blog
STAY CONNECTED
🔗 LinkedIn: www.linkedin.com/company/dasilvalife
☕️ Facebook: dasilvalifenyc
📱 Instagram: dasilvalife
💥 TikTok: vm.tiktok.com/TTPdBCSVGv/
🐦 X: dasilvalifenyc
🎓 Systems School: www.dasilvalife.com/systems-school
💻 DaSilva Life: www.dasilvalife.com/
Support the DL Channel: www.dasilvalife.com/donate thank you
»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»
And make sure you subscribe to the channel!
th-cam.com/video/T-PXLz8Z52g/w-d-xo.html
*Affiliate Disclaimer: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week!
มุมมอง: 381
วีดีโอ
5 Essential ClickUp Automations Agencies Need for a Stress Free Busy Season
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When you’re right in the middle of a busy season, you have zero time to work IN your business. So when something breaks, a workflow needs fixing, or you run into a system snag, what can you do? The best defense is a good offense. Set your biz up for success BEFORE it all starts, so you can thrive (not just survive) the seasonal chaos. These ClickUp Automations can help! Need personalized help? ...
ClickUp Hierarchy 101: Structure Your Agency for Maximum Efficiency
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The key to building a sustainable, scalable ClickUp for your organization? Understanding and making the most of the ClickUp Hierarchy! In this video, we show you how the ClickUp Hierarchy works and how to use it for your agency. Want more ClickUp tips and tutorials? Subscribe to our weekly newsletter: www.dasilvalife.com/email/dl-newsletter 00:00 Introduction 01:16 Optimal Spaces for Your Agenc...
Top 7 ClickUp Dashboards Every Agency Must Use for Maximum Efficiency
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ClickUp Dashboards are one of our favorite features on the platform…and in this video, you’ll see why! We talk about SEVEN essential ClickUp Dashboards you can build, who they’re for in your agency, and what you can accomplish with each Dashboard’s widgets and features. Want a jumpstart on customizing your ClickUp? Grab one of our done-for-you ClickUp templates here: www.dasilvalife.com/shop 00...
How to Prioritize Systems Updates for Agency Growth
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Do your systems need updating? Chances are they do! To run a strong, efficient, sustainable agency, you gotta be on top of your systems updates. Watch our video and learn how to assess your systems, prioritize which systems need updating, and plan for future systems updates. Short on time and want to overhaul your systems? Join our Agency Accelerator: portal.dasilvalife.com/public/agency-accele...
How to Streamline Your Lead Booking Process for More Conversions
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You have a lead booking process…but are you ready to take it to the next level? Learn how to save time, nurture more leads, and provide a better client experience by streamlining your lead booking process. Save even more time nurturing leads with one of our HoneyBook templates or ClickUp templates: www.dasilvalife.com/shop 00:00 Introduction 01:04 Mapping Your Process 04:42 Follow-Up Tips 05:35...
Create an Agency Process That WOWS Your C-Suite in 30 Days
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Everything’s running smoothly in your agency’s project management tool of choice. (Aka, ClickUp 😉) But then, your CEO comes along and asks for updates. Metrics. Reports. Without meaning to, they disrupt everyone’s workflows. Is it possible to build a C-suite proof process with ClickUp so that this DOESN’T happen? Yes! Watch this video to see how! Ready to give your ClickUp a makeover? Let our t...
Efficient Team Training: How to Train Your Entire Team Without Wasting Time
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You’ve just implemented a new tool or set up a new system for your agency. Now it’s time to train your team on how it all works…and you’re dreading it. Training your team doesn’t have to be time-consuming or stressful! With the right organization and training processes, you can cut training time way down - and even automate most of it. Learn how to efficiently train your team by setting up a te...
How ClickUp Cut Admin Time by over 50% for This Agency: Case Study & Workflow Tips
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ClickUp is one of our favorite project management tools for agencies out there. It can do SO MUCH of the heavy lifting for businesses…if you know how to use it, that is. If you don’t, we’re here to help with a custom ClickUp build! In this video, we break down how we reorganized, automated, and streamlined systems for His Productions. With their custom ClickUp build, they’ve cut some of their p...
How to Implement a New Project Management Tool as an Agency
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Looking to roll out a new project management tool in your agency, but not sure how to get started? Implementing new systems and software is a big project on its own, and it’s important you and your team do it right! We’ve got you covered with this video. You’ll learn how to get support from the start, create a training and implementation plan, make adjustments after launch, and set your agency ...
Ultimate Guide to Systemize Your Agency
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Are you ready to systemize your agency and take your operations to the next level? In this Ultimate Guide to Systemize Your Agency, we’re showcasing the key systems and tools that have helped us streamline workflows and boost efficiency. Whether you’re looking to automate processes for client management, enhance team collaboration, or optimize project management, this guide has you covered. We’...
How to Set Goals and Roles for Agency Success in ClickUp
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Want happier team members, satisfied clients, and an agency churning out their best work? It all starts at the foundation of your business! As your agency grows larger and adds more team members, there might be confusion about job responsibilities and objectives. Conflicts can happen, along with confusion. It’s important to be transparent about your agency’s goals, the purpose of each team memb...
Master Clickup for Team Performance Tracking
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Struggling to manage your agency’s projects and team productivity? ClickUp is the solution. Watch this video to see how ClickUp features like customizable Dashboards, Custom Fields, and KPIs can help your agency stay on top of tasks, deadlines, and team performance. You’ll get a glimpse of how we at DaSilva Life use ClickUp for our own team, too! Don’t forget to grab our KPI & OKR Tracker templ...
Best Team Collaboration Tool? (How to Use ClickUp)
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10 Changes to Make to Your ClickUp as Your Agency Grows
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Create Your Own ClickUp Templates in Minutes - EASY Tutorial!
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Check Out this Automation We Made for Our Agency
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Hey! Great video! Can I apply for instance a template of a list to an already existing list? So not a merge. It will probably be needed when I want to apply a template to another list that has a different structure.
I want to buy the same to same designs. where can I buy it??
Wow! That's amazing, It was everything that I need to know about ClickUp project management. Thanks!!
Hello ladies! Thank you for this great video. I use HubSpot for my CRM and i'm looking for a project management software that that integrated with HubSpot and allows me to track time on projects for billable hours. I know ClickUp allows for this natively (which is fantastic), but i couldn't find a way to segment billable hours by client. (IE; I want to be able to see how many hours my team worked on tasks rolled up as a total for the client within a certain threshold of time)... Does ClickUp offer this or am I missing something? Thanks!!
Hi Kristi! Thank you so much for this information. One thing, how/when do clients get access to this portal? Do I have to manually/or set up the automation for them to get access or does honeybook do it on their own?
How can I learn this setup A to Z
you missed the last step, what do you do for emailing meeting link, inviting people to the meeting etc etc
Is there a way to track referral sources, or school applicant attended for more data?
Thanks for this great video Christi. Let me ask you, since you can bring google calendar into a view in clickup and drag tasks from clickup directly to the calendar, from your point of you, what are disadvantages of using clickup/google calendar integration vs using Morgen? Thank you in advance!
What's your promo code? I tried clicking on the link to save, but nothing applies to my account.
hello, thank you for the video, amazing! The link isnt working, are you able to share it again? Thank you, would love to try it out
Great video
Thanks so much! 😊
hI WHEN I GRAB THE COLOR TO PULL COLOR DOWN IT DOESNT WORK. WHAT AM I DOING WRONG? THANK YOU
Kristi this was so so helpful.
I'm so glad 😊
Baffling. Way too much info, too fast, for my little brain.
Let's streamline your agency's operations together 🚀 www.dasilvalife.com/contact
you do not mention anywhere what is needed before I go to meeting. I had trouble finding these in clickup. so, video did not help me basically.
Would love to see the "Team Trainings" folder in more depth
Hey! This video can be helpful: th-cam.com/video/FMTCQuwXXB0/w-d-xo.html
Amazing video as always! ❤ I would love to see a video about how to track and manage business finances. Like subscription trackers, future investments, etc. I created a ClickUp list for my business but I definitely feel like there is room for improvement. 😊
Thank you, always happy to help 🙌 This video can be helpful and a good start: th-cam.com/video/m8FjDAsJZNg/w-d-xo.html
Thank🌻You!
Thank you too! 😊
Let's streamline your agency's operations together 🚀 www.dasilvalife.com/contact
OMG, thank you so much for this video, as a web design owner and consultant, I have been looking for ways to customize Honeybook, and this was just what is needed.
I'm so glad! Thank you 😍🙌
@DaSilvaLife, I tried to find the SOP Template in your Template Shop, but I do not see it. Do you have a link to it? :) Thank you so much for this video! It's been super helpful in optimizing our ClickUp Setup.
Yes! Here it is: www.dasilvalife.com/free-sop-library-template We are actively updating our shop, so I apologize for the mixup. I am so glad you found the video helpful! 🤗
Thanks i needed this information 😅
So glad it helped!! :)
Can you help me with some clarity? I just found your channel researching HoneyBook, which your videos helped me hands down to decide on for my new business, now I’m seeing many more recent videos for ClickUp… there are so many tools it’s overwhelming. Are you leaning toward ClickUp now? Or both for different things? I really want to land and stop researching, but every day it’s a different stack of tools to weigh out… Thanks in advance!
Is this only for enterprise plan? Cant edit permissions in space share settings
Nope! This is not just for enterprise. If you're trying to add a guest to the space level this is currently not an option on any plan.
@@DaSilvaLife Im trying to change member and custom role position but it asks me to upgrade to enterprise. It wont let me... Is there a workaround? Because I dont want members updating templates or creating lists/folders.
@@sluzzzaa ahhh yes unfortunately Custom Role Permissions is only available in Enterprise. I would just be super clear with the team of what they can and cannot do. You can also protect views so they cannot edit Templates when they're working in them.
Let's streamline your agency's operations together 🚀 www.dasilvalife.com/contact
It makes me sad how underrated your channel is. I hope one day you’ll blow up
You're so kind!!! Thank you! 🙏
Yes yes yes 🙌
🤩
Let's streamline your agency's operations together 🚀www.dasilvalife.com/contact
I CANT' FIND LEAD FORMS ANYWERE ON HONEYBOOK. IF I CLICK ON TOOLS - THERE ARE NO LEAD FORMS.
Where do you find the dropdown option for months, when creating your own list?
It's actually a Custom Field I created it is not native to ClickUp
Let's streamline your agency's operations together! Book a Call 👉🏼 www.dasilvalife.com/contact
Really well done, great info and understandable. Thanks for the template, going to give it a go now.
Glad it was helpful! 😊
Hey Kristi, Is there a way to use this as a link so that anyone can click and schedule without having the file sent to them?
Yes! If you're using a Lead Form, then the File is shared through a Public Link. Just note, that you only want to use this for new leads not existing clients because if you're using it for existing clients it would start a new project. Hope that helps :)
I have Honeybook, but I am wondering if emailing a prospective client for the first time through Honeybook is a good or bad choice - Or if it should be done through regular email first, and then after they reply and are interested, then continue through Honeybook?
I personally recommend starting all communication in HoneyBook! This way you can track the conversation, see if they have read the emails, and have everything in one place. It also allows you to follow up with people months later in case they were not ready at the time they inquired but would be later down the line. Hope that helps!
❤
Would love to see your updated booking and implementation automation process!
Noted! 🙌
Great video!! Is possible to integrate HB scheduler to my company’s website in the book appointment page?
Thanks!! Yes! Now Lead Forms are embeddable 🙌🏼. So you can embed a Scheduler Lead Form directly to your site. Here is a Help Article: help.honeybook.com/en/articles/9590396-how-to-embed-a-lead-form-on-your-business-s-site
Amazing video
Thanks! :)
This was incredibly helpful!!!! I do have a question about selling templates, courses, etc. Are you using Honeybook for that as well or a different tool? Thanks in advance!
Actually - I was just able to jump on your website and see that you use Kajabi! Awesome - thanks!
That's amazing! Thank you for sharing dear!
You are so welcome! Thanks!!
I'd love to see the onboarding process!
Hey! This video could be helpful: th-cam.com/video/rBoP5AxSxNk/w-d-xo.html 🙌
Let's streamline your agency's operations together! Book a Call 👉🏼 www.dasilvalife.com/contact
This is incredible. Thank you so much for sharing!~Kelly
You are so welcome! Glad you enjoyed it Kelly :)
This is amazing! Thank you so much!
You are so welcome! Glad you enjoyed it :)
Is the CEO dashboard available as a template for purchase? Bundled with the sales tracker, possibly?
It's currently not available for purchase, but we can make a note to develop this in the near future! ;)
When a new task is added and you need to add an assignee - if you allocate it to someone - can it flag that this person has reached its capacity and is not available?
With the current version this is not available. You can see what everyone has requested for Workload View enhancements here: clickup.canny.io/feature-requests/p/workload-view-v2
Let's streamline your agency's operations together! Book a Call 👉🏼 www.dasilvalife.com/contact
is there a way to convert a current Contact Form into a Questionnaire? I accidentally created a Contact Form before realizing the difference and now need to convert it into a Questionnaire.
There is not native way in the tool, but you can try and ask support if this is something they can help with!