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
Get Support
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.
