Using ClickUp FORMS + "Stacking Templates" to Create Projects
20.3 هزار بار بازدید -
4 سال پیش
-
If you want to automate
If you want to automate project setup in ClickUp, use ClickUp forms! In this Advanced "Stacking Templates" tutorial, I'll show you how to use ClickUp Automations + ClickUp Templates to create custom tasks based on ClickUp Forms.
This is a great way to automate project management setup for new orders, client onboarding, HR processes, or really any conditional process!
⭐ Want to work with me to get your ClickUp in order? Go to processdriven.co
⭐ Want to try ClickUp for yourself? Use my affiliate link processdriven.co/clickup
In this video we'll cover:
00:00 Introduction
00:25 Your questions on how your ClickUp Forms equate to custom fields or standard fields
1:13 - Use ClickUp Automations
3:36 - Quick note about ClickUp Automations
4:23 - Sharing ClickUp Forms
5:03 - How can I add multiple templates in ClickUp?
9:39 What if I want my automation to not just apply two templates?
11:38 - Sort by name here and use a numbering system to save your sanity!
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
This is a great way to automate project management setup for new orders, client onboarding, HR processes, or really any conditional process!
⭐ Want to work with me to get your ClickUp in order? Go to processdriven.co
⭐ Want to try ClickUp for yourself? Use my affiliate link processdriven.co/clickup
In this video we'll cover:
00:00 Introduction
00:25 Your questions on how your ClickUp Forms equate to custom fields or standard fields
1:13 - Use ClickUp Automations
3:36 - Quick note about ClickUp Automations
4:23 - Sharing ClickUp Forms
5:03 - How can I add multiple templates in ClickUp?
9:39 What if I want my automation to not just apply two templates?
11:38 - Sort by name here and use a numbering system to save your sanity!
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
4 سال پیش
در تاریخ 1399/10/24 منتشر شده
است.
20,306
بـار بازدید شده