Many Online Business Managers (OBMs) use ClickUp not only to manage their own businesses and teams but also to manage their clients’ businesses. It’s a great tool to use to not only keep track of your own internal business tasks but also to manage your client work. This article will focus on how OBMs can…
As a vetted ClickUp Consultant, many of my clients come to me for help with improving their note-taking process. They attend a variety of meetings – team meetings and client meetings – and they do not have a note-taking system that works. They have scraps of paper with notes and Google Docs with notes. This…
Introduction to ClickUp Forms ClickUp forms are extremely versatile and can be used for a variety of different purposes: onboarding, hiring, asset requests, offboarding, testimonial requests, client requests, and more. This guide will walk you through the creation of a form equipped with advanced automations to optimize your workflow and reduce manual tasks and eliminate…
Did you know that you can enhance your communication in ClickUp in a simple way that is fun, efficient, and useful????? Yes, you guessed it right — through emojis!???? There are many ways in which you can use emojis in ClickUp to help communicate in a light-hearted yet effective way. As a vetted ClickUp Consultant,…
Google Forms is probably the most popular form builder out there. It’s free, pretty easy to use, and integrates perfectly with Sheets. From work requests to job applications, you can make a Google Form for almost any situation. But, when you want to track something in your project management tool, you don’t want it to…
