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How To Store Client and Team Meeting Notes In ClickUp

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…

How to Setup a Native Automation in ClickUp

What’s an Automation?  Kicking off my blog with a topic that almost everyone asks me about – automations in ClickUp. 🤖 Now, what I always tell my clients is to make sure you’ve got your ClickUp foundation built first, before you jump ahead to automations. Why? If you imagine your ClickUp workspace as a filing…