Clickup 2.0 Let's Have a Look

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  • เผยแพร่เมื่อ 18 ก.ย. 2024
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    Index
    04:10 Why Seth loves ClickUp
    08:45 Seth's article on information overload published on firm of the future
    10:27 Setting up a recurring task
    17:38 Copying a new task
    22:33 Viewing the list ClickUp 2.0 the newest one
    25:31 Where you can upload a logo
    25:59 Color code to help you see what you need to see
    26:42 Seth sets it up as each task is a different lesson and list is section of the course
    27:35 Indicative of how Seth structures 26:42
    30:00 Reinforcing an audit trail to be able to track everything quickly
    31:14 Each section of a course has its own subfolder
    32:50 The general setup of how Seth structures his accounting business
    34;38 A new view where you can create a doc that has everything listed
    35:52 Creating a view that only displays weekdays (status based on weekdays)
    36:20 Statuses in ClickUp designed as weekdays
    38:47 Embed google docs, and link within google doc
    42:00 Make sure to change the documents permission to allow others to edit within
    44:42 How do I create SOP's in ClickUp?
    45:45 Audience member showing her ClickUp account organization for bookkeeping
    50:00 Subtasks, you are able to do what a regular task does
    51:00 Question from audience, how do you know if notes have been added in a task?
    53:59 Audience member's wish list for ClickUp on what is ideal for her to have inside ClickUp
    54:37 Plan before diving in
    59:00 Seth's overview of ClickUp on how to start
    1:01:37 Facebook page information for ClickUp
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ความคิดเห็น • 1

  • @franreed5382
    @franreed5382 4 ปีที่แล้ว

    Hey Seth, Just ran across this discussion of ClickUP. I am looking at it seriously to manage my projects and tasks. Doing Custom Reports and Templates, my work ends up being more project oriented rather then monthly tasks. Have tried several other systems but Clickup seems to provide the views and flexibility I want. I have set up a "Client" space for all Client Information, tracking status of Leads, Customer, current etc. and then another space called "Client Work".. where I track projects and tasks. Thanks for posting video.