Hi, this is a winderful video and helped get my wheels turning on how to do my workflow. When you refer to changing client status in your projects, what are those? that you use?
I've since deprecated my ClickUp portal bc I find that between that & Notion, most clients feel more overwhelmed & confused using ClickUp so I've stopped using it in ClickUp. That said, you can see it in this video ruclips.net/video/_4Fe7NoyJoI/видео.htmlsi=N-KRXrF35GZT2W3Y & that deprecated (no longer updated) version is still available in my Client Portal template in my shop if you wanted to use it, you're welcome to! www.launchthedamnthing.com/shop 😃
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Hi, this is a winderful video and helped get my wheels turning on how to do my workflow. When you refer to changing client status in your projects, what are those? that you use?
Thank you! I'm glad it was helpful for ya. 😁 You mean which statuses do I specifically use in Dubsado? 😃
Are you able to show the set up of your clickup portal as well?
I've since deprecated my ClickUp portal bc I find that between that & Notion, most clients feel more overwhelmed & confused using ClickUp so I've stopped using it in ClickUp. That said, you can see it in this video ruclips.net/video/_4Fe7NoyJoI/видео.htmlsi=N-KRXrF35GZT2W3Y & that deprecated (no longer updated) version is still available in my Client Portal template in my shop if you wanted to use it, you're welcome to! www.launchthedamnthing.com/shop 😃