Ready to snag the Client Management Template Bundle?! Check it out here ➡️ www.systems.school/offers/FfWX4JrW

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.

Absolute Gem!! I'm glad I found this video :)

@DaSilvaLife

Жыл бұрын

Thank you!!🤩

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! kzread.info/dash/bejne/hoGcxbeMc5rJp9Y.html

@studiomonty

Жыл бұрын

@@DaSilvaLife Great! Thanks

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 :)

Hi, thank you for a very valuable video. Question - is your bundle suitable for a free version of click-up, or should I consider to go for a pay version? Which option then would be appropriate for this bundle? thank you

@DaSilvaLife

3 ай бұрын

I suggest that with all templates you will want to at least be on the first paid Tier of Unlimited. This way you don't run out of Custom Field uses which all of our templates include :)

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

3 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

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!

can I get an amen? thank you!

@DaSilvaLife

11 ай бұрын

🙌🏼 you're welcome!! Happy it was helpful :)

The music is disturbing

@DaSilvaLife

Ай бұрын

Hey! Thank you for your feedback!

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

5 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