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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 Add Advanced Automations to ClickUp Forms

ClickUp forms are the most efficient way to communicate with clients. We have already discussed how you can use forms for hiring. This article will show you how to create a form with advanced ClickUp automations. As a vetted ClickUp Consultant, I frequently help my clients created advanced automated forms. This is great for when…