Create your own custom CRM in ClickUp to work with teams, clients, and partners in one collaborative platform.
“use the template to create task”to pick the task template for your clickup form. list of task elements once you are done with creating tasks for your project, it is essential that you add the following elements to your task based on your preferences. to view the status of your tasks,...
Task Bcan’t finish untilTask Ais completed. This is useful when two tasks need to conclude simultaneously or in a specific order. In event planning, for instance, the cleanup crew [Task B] can’t finish their work until the event itself [Task A] has concluded. Start-to-Finish (SF) T...
Now I'll see that it's something I need to do. But Zapier also uses this change in status as the trigger to run an automation. For the automation to work you'll need a contact email to send the client request to. I like to store this in a field on the ClickUp task. ...
Most teams are resistant to change, so you need a plan that makes the rollout as smooth as possible. Key items to consider: Timeline: When do you want to bring everyone on? Do you want to spread it out or do it all at once? Do you need an additional timeline maker? Training: What...
️ Why we love this tool:We love that this platform recognizes just how important collaboration is to the success of any team and provides the tools needed. ClickUp’sProject Retrospective templateprovides a stellar structure for your team to share what went well, what didn’t, areas for...
BugHerd is simpler to use than most other bug tracking tools. Users can get up and running quickly and start annotating on a live website or document using virtual sticky notes which they pin directly on the element that needs to change. No other similar tools offer that function. ...
“Crucial Results have made me more productive by giving me a high-level goal overview of my week. They allow me to keep the big picture in mind while tackling my daily tasks. I’ve used task management softwares and while some can be useful, Crucial Results is just a simple and straigh...
Highly scalable for handling task volume And another thing... There needs to be user buy-in.If your team doesn't see the value in a tool or feel like tasks should be automated, you'll face an uphill battle getting them to adopt the change. These five features give you ammunition when...
Once your teammate starts to work on the task, they change the status toin progressto show it’s underway andcompletewhen they finish. ClickUp automatically hides completed tasks, but you can view them anytime by clickingshow closedin the top right corner. Keep in mind, anyone can assign pr...