Create ClickUp List
- |
- 0 step |
- 16 seconds
Navigate to ClickUp.
Go to the "Clients" folder and click the "+" icon.
Zoom Saved
Click "From Template".
Zoom Saved
Click the template of the appropriate job type.
Zoom Saved
Click "Use Template"
Zoom Saved
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!
Zoom Saved
Remember "Remap Dates" IF APPLICABLE to your template.
Zoom Saved
Click "Use Template"
Zoom Saved
Have something to say?Create an account to leave messages for the author to see!
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe