ClickUp Service Provider Setup: My Proven Process Revealed
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- Опубликовано: 18 мар 2024
- A new lead has gone through your inquiry and booking process…and now they’re a new client for your service-based business. Sweet! Now, is your biz ready to handle a brand new project added to your workflow?
If you’re still setting up new client projects manually (and tearing your hair out from frustration), it’s time for a change. It’s time to let ClickUp do the work FOR you.
In this video, we share our own ClickUp project management flow we use at DaSilva Life! See how we hand off onboarding from HoneyBook to ClickUp, create a brand new project complete with phases and tasks, and organize everything for maximum efficiency.
P.S. If you liked the look of our ClickUp Workflow Mapping Template, you can grab it and other ClickUp resources in our shop! www.dasilvalife.com/shop
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Hi Kristi, Thank you so much for your all informative videos, I really appreciate your step-by-step tutorials. I have one quick question, How do you add the ClickUp public task to the HoneyBook client portal? ;0)
Hey there! I am not exactly sure what you mean. Where exactly do you want to put it in the HB portal?
Two questions! Do you know anything in regards to the plan to get that bug with the private tasks fixed? I started encountering it last night and it's a pain! AND you have your client portal as an embed, have you moved away from client dashboards as the client portal? I'm curious as I'm trying to decide what the best route for a client portal is for my business!
Great Qs! As for the bug with the private tasks, I would suggest submitting a help ticket to help@clickup.com and report it so they can work on it in your account specifically. Yes, we currently use G-Docs for the client portal for ONE project type being HoneyBook Setup clients. This is due to the fact that we tried a ton of different options, and felt that asking our HB client to create a ClickUp login was more of a barrier for them BUT it works great with other clients. This being said, it depends on your industry, use case of the portal, and how it helps your clients. Hope that helps! 😄