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 Use ClickUp Form Automations

ClickUp forms can be used for a variety of different purposes: onboarding, hiring, asset requests, offboarding, testimonial requests, client requests, and more. This tutorial will show you how to create a form with advanced ClickUp form automations. ClickUp form automations help streamline the processing of the submitted forms and eliminate manual work. Create And Customize…