ClickUp My Client Work for Bookkeepers

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Manage your client work better using ClickUp
Getting Started

Welcome

About Meagan / New Leaf Digital

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Grab the Client Management Template and Customize It

Import the Template

Understanding Template Features

Customization Options

Adding Client Tasks to Your Template

Adding in Additionial Info

Adding Additional Fields for Customization

Where to Add Custom Fields

Showing the Fields You Want to See
Customize Your Work

Viewing Your Work in Different Ways

Using Views Throughout Your Workspace

Maximize Your Views

Creating a Personalized Template

Editing & Updating Your Client Template

Adding a New Client in ClickUp
Sharing Your Client Folders With Your Team

Sharing Tasks in ClickUp with Your Team

Sharing ClickUp Tasks With Your Team
Managing Your Client Work

View Exactly What You Want To See

View Your Work in Your Home/My Tasks

Manage Your Team’s Work
Working With Clients in ClickUp - Or Not

Should You or Shouldn’t You

Working With Clients in ClickUp

Alternative Options
Additional Resources

Share Your Feedback for a Chance to Win

Freebies

That’s a Wrap
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Affiliate Terms
By joining our Affiliate Program, you agree to the following terms:
1. Eligibility: You must be 18 years or older to participate. We reserve the right to refuse service to anyone for any reason at any time.
2. Promotional Guidelines: Affiliates must not engage in misleading advertising or spam. Promotions must accurately represent our brand and products.
3. Affiliate Links: You must use your unique tracking link to receive credit for referred sales.
4. Prohibited Use: You may not use our branding in a way that may confuse customers or misrepresent your relationship with us.
5. Termination: We reserve the right to terminate your account at any time for breach of these terms.
6. Changes to Agreement: We may update these terms at any time. Continued participation implies acceptance of any changes.
By continuing, you agree to the terms of this Affiliate Agreement.