Outline - ClickUp My Client Work | The ClickUp Shop

ClickUp My Client Work

Manage your client work better using ClickUp

Course Introduction

Welcome To ClickUp My Client Work

About The ClickUp Shop by New Leaf Digital

Get Logistical Support

Client Management Template

Importing the Client Management Template (Template Inside!)

Understanding Template Features

Task Creation and Customization

Understanding Subtasks and Checklists

Adding Client Tasks to Your Template

Utilizing the Description Box to Create Robust Tasks

Custom Field Customization

Understanding Custom Field Basics

Adding Custom Fields to Your Hierarchy

Organizing Custom Fields in Views & Tasks

Task View Customization

Understanding Views

Adding Views to Your Hierarchy

Utilizing Additional View Features

Template Management

Saving Client Management Templates

Editing and Updating Client Templates

Setting Up Client Folders

Privacy and Permissions

Understanding Privacy Features

Role Playing and Sharing Scenarios

Managing Your Client Work

Managing Your Work with Views

Managing Your Work with Home

Managing Your Bookkeeping Team

Keeping Track of Notes and Meetings

Working With Clients In ClickUp

Should You Or Shouldn't You?

Working With Clients in ClickUp

Knowning Your Alternatives

Additional Ressources

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