Get the full experience here:
[ Ссылка ]
Get Bulletproof Bookkeeping here:
[ Ссылка ]
Register for upcoming events here:
[ Ссылка ]
Join Nerd Buzz for free here:
[ Ссылка ]
Join me live every Friday morning at 8 am Pacific
[ Ссылка ]
Index
04:10 Why Seth loves ClickUp
08:45 Seth's article on information overload published on firm of the future
10:27 Setting up a recurring task
17:38 Copying a new task
22:33 Viewing the list ClickUp 2.0 the newest one
25:31 Where you can upload a logo
25:59 Color code to help you see what you need to see
26:42 Seth sets it up as each task is a different lesson and list is section of the course
27:35 Indicative of how Seth structures 26:42
30:00 Reinforcing an audit trail to be able to track everything quickly
31:14 Each section of a course has its own subfolder
32:50 The general setup of how Seth structures his accounting business
34;38 A new view where you can create a doc that has everything listed
35:52 Creating a view that only displays weekdays (status based on weekdays)
36:20 Statuses in ClickUp designed as weekdays
38:47 Embed google docs, and link within google doc
42:00 Make sure to change the documents permission to allow others to edit within
44:42 How do I create SOP's in ClickUp?
45:45 Audience member showing her ClickUp account organization for bookkeeping
50:00 Subtasks, you are able to do what a regular task does
51:00 Question from audience, how do you know if notes have been added in a task?
53:59 Audience member's wish list for ClickUp on what is ideal for her to have inside ClickUp
54:37 Plan before diving in
59:00 Seth's overview of ClickUp on how to start
1:01:37 Facebook page information for ClickUp
This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Nerd Enterprises, Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Nerd Enterprises, Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
