hi curtis! great question and I hear you on not wanting clients to see everything. unfortunately, there really isn't a easy way to do this with the current permissions settings. the only things you can limit are whether they can just view, comment, or edit tasks. i'm thinking if you are sharing docs with them, you could potentially create a subtask and that's all they have access to and link the doc from the parent task to that subtask but this would be a manual process. alternatively, you could give them access only to the doc inside of the task and they dont see what's in the task. depends what you need to hide from them :) does that help?

Thank you for the warm words!! I’m glad you found this video helpful! You can technically do that in ClickUp as well, link to other databases so you may be able to recreate what you already have. I’ve never used airtable though so maybe it’s not worth changing what’s already working 😊

Thank you for saying that! I'm so glad you're finding it helpful. At this point, I am not selling templates as I don't believe templates are really the solution. The real power comes from attaining the ClickUp skillset and building your own solutions using the foundation I shared in this series! That's where the real power comes in 🙂

100% absolutely! This method works perfectly for construction. Your space can be construction, folders are clients, and lists are the phases or types of services. But you would need to track time or go back and input time into the tasks for the reports to work. This works especially well for freelancing because I’m in ClickUp all day doing the work so I’m time tracking in real time. You could have the ClickUp app on your phone as well and add time in on the go! Hope that helps!

This is a GREAT and timely question. You 100% can have client portal dashboards, but tbh I haven't used them at length. I tend to utilize a client tasks list and assign them things there, as well as workflows the client is in to provide feedback using comments. This has generally worked well since the client gets an email notifying them and they just navigate to it that way. I HAVE however had feedback from past clients that they feel ClickUp is a bit complicated, so I am revisiting the idea of client dashboards as we speak. At the end of the day, clients will engage with you where you ask them to, and if they step outside of that, it's our responsibility to guide them back to our processes and preferred communication channels. Easier said than done but worth mentioning!

I couldn't agree more! 😂

Is it possible to discuss the subject: how to structure spaces for solopreneurs? Thank you very much @@imrobynhenke 🙏

LOVE receiving topic suggestions so thank you for that! Curious what specifically you need as a solopreneur? I have many systems built for this purpose already for myself, for all work outside of client work, but would love to know specifically what you want and need.

@@imrobynhenke I'm virtual assistant, and i have many clients in different domaine. I think for my spaces : Clients, CRM, documentation, operation,

CARMEN! Thank you for leaving that comment. It means a lot to hear you say that and to know that you're finding it helpful. It really does make it all worthwhile! 🥰

Great suggestion, Fazel! I like the idea of a video around common mistakes and misunderstandings!

Thank you!! The thumbnail (assuming you mean in the KZbin video part) is an attachment custom field, so I can simply attach the image. Secondly, great idea to use relationships to link blogs + youtube videos. I've done this in the past for other tasks, and could definitely add in here!

Thank you Petra! It means a lot to me to receive that kind of feedback. I'm so glad you're finding it helpful and I will definitely keep making them 🥰

@@imrobynhenke any chance you will be selling templates of your different setups?

@@PetraClarke great question! At this time, I don't plan to sell the templates *on their own* but I am going to sell a course that includes the templates. My reasoning for this is that templates on their own without all the background ClickUp knowledge are likely to become a source of frustration rather than a ticket to the organized freedom I want for my audience. 🥰

This is a great suggestion Andžej! I have lots of videos coming up so I will look at how to add that in 🥰

Thank you for the warm words Andžej! I am so excited that you're finding my ClickUp content helpful 👏🏻 Lots more to come!

Thanks for the suggestion Fazel!

Thank you for saying that, Jason! That means a lot! I hope my content is able to help you get more organized 🥰

THANK YOU! It's probably my favourite one so far! Appreciate you letting me know. Good luck with your video!

Ooooohhh I'm so glad you think so! Thank you for letting me know 🥰

Ooooohhh YESSSS! Lets GO!

Thanks for always watching, Fazel!

Thanks Brian! That's the plannnnn and what I'm brewing up over here! Lots to come!

OOOOoooffff I'm so happy to hear you say that! it certainly is applicable to any industry! Thanks for watching, Bo 🥹

Oooooohhh! I'm so glad you're finding it helpful! Thank you for watching 🥰

Glad it was helpful! Thank you for continuing to watch 🥰

Oh my gosh, GENNY! That makes me SO happy! It's been a lifesaver for me, so I'm pumped to hear you say you're experiencing the same.

Yayyy!! Music to my ears! Can't wait to share part 3... it may be my most favourite part! 🥳

YES! Right??? This feels like the most overlooked aspect of using ClickUp! So glad this topic resonated with you! Feel free to let me know if you have any other ideas for a topic 🥰

@@imrobynhenke And as you said it can be a very long and frustrating way to finally understand how to use all that possibilities - given to one by ClickUp - to really be productive with it 😄

@@thegone3256 100% there is a lot you can overlook/overcomplicate.. i know I did a LOT of overcomplicating in the first couple years 🥲

Thanks for watching, Fazel! 🙃

YOU FEEL? 😊