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@kimberleybarker8862
Жыл бұрын
I've watched this a few times and started reorganising my client work today. What a dream!
@DaSilvaLife
Жыл бұрын
Kimberly, you made my day!! 🥳 I am so excited this video helped you get your client work organized.
@dannytechnology.
Жыл бұрын
Absolute Gem!! I'm glad I found this video :)
@DaSilvaLife
Жыл бұрын
Thank you!!🤩
@studiomonty
Жыл бұрын
Could you share the link of the video where you build the "Client view" that you mention? Thanks for the video! Very helpful information.
@DaSilvaLife
Жыл бұрын
Here it is! kzitem.info/news/bejne/tYOeyYmJfGmUqqg
@studiomonty
Жыл бұрын
@@DaSilvaLife Great! Thanks
@inkofthedragon
Жыл бұрын
is there a way to add client data such as Name, address, phone number, number of training sessions completed, notes from a consultation? Also is there a way to add custom fields for that client that relate to my business? Thanks
@DaSilvaLife
Жыл бұрын
Yes and Yes!
@tonyahuwa
5 ай бұрын
@@DaSilvaLife thanks for your response and insightful videos. I'm also asking the same question. I'm new to ClickUp and I'd like to build a client database. Please could you share how that can be achieved, or do you have a walkthrough video? Thanks
@audreylessard
Жыл бұрын
I was wondering if you can automate the creation of a list. Can something triger a list template to be created (even with zapier) ? The only thing I've found is to automate the creation of a task template, Thank you for your amazing content !
@DaSilvaLife
Жыл бұрын
Yes in Zapier you can have an action "Create List". And you're so welcome!! I am happy you find it valuable :)
@sechoo144
Жыл бұрын
Can I create a task approval ?
@DaSilvaLife
Жыл бұрын
Definitely! There are many different ways you can do this. But one way is by creating a status called "needs approval" and then create an automation that when the status changes to "needs approval", then assign the person with a due date to the person that needs to approve it. Hope that helps!
@user-fv8uq5wg3v
Жыл бұрын
can I get an amen? thank you!
@DaSilvaLife
Жыл бұрын
🙌🏼 you're welcome!! Happy it was helpful :)
@zakariaelou
3 ай бұрын
The music is disturbing
@DaSilvaLife
3 ай бұрын
Hey! Thank you for your feedback!
@kiranzaman4344
Жыл бұрын
I'm a new instructional coach and would love to understand how I can use ClickUp as my workflow management. I can't seem to figure out how exactly to structure and automate the following, and any tips would be massively helpful! I'm in a district assigned to coach teachers at 3 different schools. I will have around 100 "coachees" across the 3 buildings, and coachees are on 1 of 2 tracks (probationary or continuing contract). Probationary teachers need to complete 2 cycles of coaching + goal development in 1 year (each cycle consisting of a pre-meet, an observation, and a post-meeting), and Continuing Contract teachers need to complete 1 cycle + goal development in 1 year. I'd like to use ClickUp to keep track of individual teachers/coachees at different buildings, the steps of the cycles they've completed, notes about them, etc. I'd also like to automate it so that when a coachee completes a particular step in any of the cycles, it automatically adds them to the next step. Each step will have deadlines, meeting dates, etc. I think I saw a similar template once but I cannot seem to figure out the structure in ClickUp (Are the coachees "tasks" for example?) - any help would be greatly appreciated!
@DaSilvaLife
6 ай бұрын
This is something that's a bit complex to go through in a comment, but if you're interested in hashing it through on a strategy session you can always reach out through our contact form here: www.dasilvalife.com/contact
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