How to Use Dubsado with ClickUp

Рет қаралды 3,405

Күн бұрын

In this webinar, Rae Targos from Productive Co. shows you best practices for seamlessly using Dubsado with ClickUp.
Wait, what's the difference between the two?
Dubsado is a client management system and ClickUp is a project management system. Both systems are essential in any service-based business
Topics this webinar covers:
- The difference between client management tools (Dubsado) and project management tools (ClickUp)
- What ClickUp can and cannot do
- Best practices for using Dubsado and ClickUp together
- How to "glue" Dubsado and ClickUp together using Zapier automation
- When you should give your clients access to ClickUp
- If and how to use ClickUp as a client portal
- Using ClickUp for project timelines, client dashboards, chats, email, and assigning tasks to clients

Пікірлер: 6

@tanooshi.studio Жыл бұрын

We just want to say that Kudos to you Rae! This is superrrbbbb...even a 7-year old boy will understand this. Congratulations to you. You rock!

@tjveach 2 жыл бұрын

Saying hi to a fellow Floridian….great great job thank you !

@ProductiveCo 2 жыл бұрын

LINKS MENTIONED IN THE WEBINAR: ❤ Free Dubsado, ClickUp, and Zapier resources: www.productiveco.com/all-offers 📝 Slides: www.canva.com/design/DAE7IybNXP8/DQtiqfFOdZlVpeCdSJG2wA/view?DAE7IybNXP8& 🟣 Rae's ClickUp affiliate link: clickup.com/?fp_ref=productive54 🟢 Dubsado: dubsado.com/ 🟠 Dubsado's Zapier integrations: zapier.com/apps/dubsado/integrations 🔵 ClickUp's Zapier integrations: zapier.com/apps/clickup/integrations 🟤 More on the Dubsado/Zapier integration: help.dubsado.com/en/articles/3517394-dubsado-triggers-and-actions-in-zapier 🔊 ClickUp Chrome extension, Alexa app, mobile app, etc: clickup.com/download ↪ Email from ClickUp (Email ClickApp): docs.clickup.com/en/articles/4646204-email-in-clickup-clickapp 📈 Dashboards in ClickUp (Dashboard ClickApp): docs.clickup.com/en/?q=dashboards 🎨 Whiteboards in ClickUp: docs.clickup.com/en/?q=whiteboards 📽 Record Videos in ClickUp (Clip ClickApp): docs.clickup.com/en/articles/4646204-email-in-clickup-clickapp

@ProductiveCo 2 жыл бұрын

If you have any questions, reply to this thread here.👋👋

@gracefulbeauty825 2 жыл бұрын

I loved your client dashboard template. Is this something that can be purchased? Or, how can I recreate the client dashboard?

@ProductiveCo 2 жыл бұрын

@@gracefulbeauty825 I thought I commented on this, so apologies for the delay. We cover this around 38:33. I'll add timestamps in the comments.