1
Navigate to ClickUp.
2
Go to the "Clients" folder and click the "+" icon.
3
Click "From Template".
4
Click the template of the appropriate job type.
5
Click "Use Template"
6
Click the "List Name" field and rename to the Client Name | Event Date (as indicated in the Dubsado to do. This is required in order for everything to sync to Airtable correctly!
7
Remember "Remap Dates" IF APPLICABLE to your template.
8
Click "Use Template"
