Super helpful! I was wondering, if I manage multiple clients, would you create a new workspace for each client or have all tasks for all clients in one workspace?
I would definitely suggest keeping them in one workspace and having one folder or list for each client! It depends on if you only need one or multiple lists which would come down to your service offerings.
This is super helpful! I do have one quick question. Say if you are using various content workflows/calendars (TikTok, IG, FB and LinkedIn), is there a way to connect each workflow together to see them all in one view if needed or would I have to open all 4 workflows/calendars for each platform to see all details? I hope this makes sense. I plan to share the workflow/calendar with the client to review/comment/approve and want to see if there's a way for them to not have to open each workflow/calendar to do so. Thanks so much!!
If you have all of the lists under one folder, then you can do this on the folder view! You can create a calendar, list, or another view your prefer to view all of the tasks in one place. Note - if you want a calendar or list to show a Custom Field though, you will have to add the Custom Field to the folder level to see if on those views. Hope that helps! :)
So that field is actually synced with the comments internally! When you add "columns" on the outside of tasks, you can either use native features like comments, due dates, assignees, etc. OR you can create custom fields. The comments column you're seeing in the video is the native ClickUp field. Hope that helps! 😄
Check out our Content Calendar Bundle! 🚀 www.dasilvalife.com/content-calendar
Does this content bundle work across different clickup subscription levels?
Super helpful! I was wondering, if I manage multiple clients, would you create a new workspace for each client or have all tasks for all clients in one workspace?
I would definitely suggest keeping them in one workspace and having one folder or list for each client! It depends on if you only need one or multiple lists which would come down to your service offerings.
This is super helpful! I do have one quick question. Say if you are using various content workflows/calendars (TikTok, IG, FB and LinkedIn), is there a way to connect each workflow together to see them all in one view if needed or would I have to open all 4 workflows/calendars for each platform to see all details? I hope this makes sense. I plan to share the workflow/calendar with the client to review/comment/approve and want to see if there's a way for them to not have to open each workflow/calendar to do so. Thanks so much!!
If you have all of the lists under one folder, then you can do this on the folder view! You can create a calendar, list, or another view your prefer to view all of the tasks in one place. Note - if you want a calendar or list to show a Custom Field though, you will have to add the Custom Field to the folder level to see if on those views. Hope that helps! :)
@@DaSilvaLife Thank you so very much! I was able to make it work.
@@conniem.6333 You're welcome!! :) So glad!
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Hey Kristi - I was wondering why you would use a comments field instead of using the comments built into each task.
So that field is actually synced with the comments internally! When you add "columns" on the outside of tasks, you can either use native features like comments, due dates, assignees, etc. OR you can create custom fields. The comments column you're seeing in the video is the native ClickUp field. Hope that helps! 😄