High quality and engaing video. I am just wading into the Clickup ocean. It's a lot and your content is helpful. I looked at your course, but unfortunately it was cost prohibitive for me. So, thanks for all of your youtube content. I promise to 'like' the videos I watch as a way to say thank you for your effort. Cheers! And may you enjoy much success in your business.
So, just a quick question ... HOW does it quantity on the basis of a list/status changes in a list?? Trying to work out how I can set goals for the following: Sales call made - currently all prospects are a 'task' And also in Sales pipeline ... Quotes done v Sales Made ... Assuming its not that intuitive - that has to be done manually? Trying to essentially report on PROSPECTS initially and then SALES
Great video! Quick question, is there a way to add tasks to your target or do you only have the option to choose existing tasks? I find myself taking a top-down approach to creating my goal, then target, and when I get to creating tasks it wants me to select existing ones that I don't have yet. A minor inconvenience but kind of breaks the flow when creating these. Maybe there is another way? Thank you!
I've seen a lot of people setting their personal/business "goals" in a regular space/folder/list. Do you prefer setting goals in ClickUp's Goals section, or do you find that Lists allow for more flexibility? Interested to hear your thoughts on that :)
This is what I am looking for I think, and I can't seem to make it work in any real way - Other than moving 'status' changes into seperate lists, within a space, which would become insanely bloated. It doesnt give me a report tracking facility from cold ... all the way through to quote/financials etc
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Great video! What about if one of your goals is better suited for an entire project plan, what do you recommend? Can you connect it to this section?
High quality and engaing video.
I am just wading into the Clickup ocean. It's a lot and your content is helpful. I looked at your course, but unfortunately it was cost prohibitive for me. So, thanks for all of your youtube content. I promise to 'like' the videos I watch as a way to say thank you for your effort.
Cheers! And may you enjoy much success in your business.
Thank you so much for your support! I’m glad the content has been helpful, and I appreciate the positive engagement on our videos! :))
Thank you!
What a nice voice and smile Kristy! Will check this tool! thanks
Thank you!! :))
Nice smile, and thanks for the vid. Love the feature, this is probably why I won't stay on the free plan, and go ahead and upgrade.
Thanks!!! And yes, it is worth upgrading with all these amazing features 😄
This was super helpful.🎉
I'm so glad!
So, just a quick question ... HOW does it quantity on the basis of a list/status changes in a list??
Trying to work out how I can set goals for the following:
Sales call made - currently all prospects are a 'task'
And also in Sales pipeline ... Quotes done v Sales Made ... Assuming its not that intuitive - that has to be done manually?
Trying to essentially report on PROSPECTS initially and then SALES
I would recommend checking out this video! ruclips.net/video/Ui98RA3SKu4/видео.htmlsi=hpypZVtAupwGe-f0
Great video! Quick question, is there a way to add tasks to your target or do you only have the option to choose existing tasks? I find myself taking a top-down approach to creating my goal, then target, and when I get to creating tasks it wants me to select existing ones that I don't have yet. A minor inconvenience but kind of breaks the flow when creating these. Maybe there is another way? Thank you!
Currently there is no way to add tasks while in the Goals section. I see the need though!
I've seen a lot of people setting their personal/business "goals" in a regular space/folder/list. Do you prefer setting goals in ClickUp's Goals section, or do you find that Lists allow for more flexibility? Interested to hear your thoughts on that :)
Great question!! I do find that creating a Goal List instead of using the Goals section gives more flexibility and customization.
Thanks for the video! But I dreaming about Clickup creating an actual OKR feature 🙏
This is what I am looking for I think, and I can't seem to make it work in any real way - Other than moving 'status' changes into seperate lists, within a space, which would become insanely bloated. It doesnt give me a report tracking facility from cold ... all the way through to quote/financials etc