Custom fields are a royal PITA trying to clean up. When I first got into Clickup I was just randomly creating custom fields here and there. Now I have a heap of different custom fields, some duplicating others. I want to just start over and recreate them in an orderly way now that I have a better understanding of them, but that is really difficult because those custom fields are already used in different lists and spaces, which I think I would have to painstakingly have to remove from each list and fix them. It's a very non-intuitive interface also.
Hey there! Really appreciate your videos and help (I've watched so many!). Question 1- What is the difference between the "deals" list you have in the CRM Space and then in the GROWTH > SALES > DEALS list? Is the Deals List in growth mainly tracking internal tasks? Do you then link those tasks to the record in the CRM? Question 2 - If I have 2 spaces that would leverage the same custom field (ex: "work category") but as per your note, I wouldn't set this on the Workspace level but on the space level, could I still have reporting work across "work category" for those 2 separate spaces? What would your suggestion be in this instance? THANK YOU!
The CRM isn't hosting any actionable tasks. It's only there to track records. The deals list in the growth space is to track actual sales work. It's also just an example list. You can configure those lists the way it makes most sense to your team. Just make sure they're categorized by work categories and in a way that makes sense to your team, provides good visibility, and gives every task a clear home. Also, you can link the tasks to the CRM f you want, but it's not required. Yes, a work category custom field could live in multiple spaces, but be the same custom field. If you have the Custom Field Manager you'll be able to easily tell if it's the same custom field or a duplicate. So yes, you would still have reporting across multiple spaces with the work category custom field.
What about using "automations" to fill in the custom fields based on rules such as the list name or user? These would be the perfect fallback for when a user forgets to fill in the "custom fields", or it demands an extra step, such as when creating a task via the gmail integration. I have already a setup of 30+ folders and 150+ lists, and feel that "automations" really need a better "manager UI" Congrats on the videos. Thorough work. edit: a letter missing.
You can use automations for both of those options. Both when a task is created by a specific user, or in a specific list, or even using the chrome extension. In my opinion, automating custom fields based on location are the best (you just need a good hierarchy). They did just add an automation manager in 3.0 and just recently an automation activity view which helps!
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Custom fields are a royal PITA trying to clean up. When I first got into Clickup I was just randomly creating custom fields here and there. Now I have a heap of different custom fields, some duplicating others. I want to just start over and recreate them in an orderly way now that I have a better understanding of them, but that is really difficult because those custom fields are already used in different lists and spaces, which I think I would have to painstakingly have to remove from each list and fix them. It's a very non-intuitive interface also.
The custom field manager helps with this, but if you need any help feel free to book a call here: www.zenpilot.com/call
Hey there! Really appreciate your videos and help (I've watched so many!). Question 1- What is the difference between the "deals" list you have in the CRM Space and then in the GROWTH > SALES > DEALS list? Is the Deals List in growth mainly tracking internal tasks? Do you then link those tasks to the record in the CRM? Question 2 - If I have 2 spaces that would leverage the same custom field (ex: "work category") but as per your note, I wouldn't set this on the Workspace level but on the space level, could I still have reporting work across "work category" for those 2 separate spaces? What would your suggestion be in this instance? THANK YOU!
The CRM isn't hosting any actionable tasks. It's only there to track records.
The deals list in the growth space is to track actual sales work. It's also just an example list. You can configure those lists the way it makes most sense to your team. Just make sure they're categorized by work categories and in a way that makes sense to your team, provides good visibility, and gives every task a clear home.
Also, you can link the tasks to the CRM f you want, but it's not required.
Yes, a work category custom field could live in multiple spaces, but be the same custom field. If you have the Custom Field Manager you'll be able to easily tell if it's the same custom field or a duplicate. So yes, you would still have reporting across multiple spaces with the work category custom field.
What about using "automations" to fill in the custom fields based on rules such as the list name or user? These would be the perfect fallback for when a user forgets to fill in the "custom fields", or it demands an extra step, such as when creating a task via the gmail integration.
I have already a setup of 30+ folders and 150+ lists, and feel that "automations" really need a better "manager UI"
Congrats on the videos. Thorough work.
edit: a letter missing.
You can use automations for both of those options. Both when a task is created by a specific user, or in a specific list, or even using the chrome extension. In my opinion, automating custom fields based on location are the best (you just need a good hierarchy).
They did just add an automation manager in 3.0 and just recently an automation activity view which helps!