Hey there @Zenpilot team, we are currently using Parent tasks for monthly recurring retainers, then putting all the (sub)tasks we have within the month as a subtask. Do you recommend this route, or something else? For example: - May 2024 - (renewal/purchase date) -- Subtask (2nd level) -- Deliverable Subtask (2nd level) --- Design Deliverable (3rd level subtask) --- Development Deliverable (3rd level subtask) Do you feel this is the best path? We're having problems on how to handle if a task runs between months? Right now, moving the subtask moves all the time tracked into the new parent task (month) which doesn't work. Do you think we should omitt this practice? Thank you!

Jesse's journey from agency to EI Digital is a real inspiration! Their team structure, focus on talent, and balancing brand with performance marketing are so relatable. Loved the insights on maintaining quality while scaling up. A refreshing take on agency success in the digital era!

Wow, this is gold! Transitioning from solo to leading a team of 20 sounds like quite the journey. Love the emphasis on nurturing a 'humble expert' culture-it's all about teamwork, right? Excited to hear about your decision-making process on partnerships and how you've adapted during the pandemic. Can't wait to apply some of these insights in my own work!

Karl's insights on agency owner growth, succession planning, and leadership are spot-on! Loved the focus on building warmth with teams and networks. His personal journey in leadership development adds a relatable touch. Definitely worth a watch for anyone in the agency world!

Great video. Very useful. Thank you. I've tweaked mine based on yours. We also run on EOS. Don't like the automatic goals progress. Does work for me, so I used manual instead. I also had all kinds of fancy custom statuses that complicated things when moving a task from a list to another (e.g. adding a off-track rock to the issues list). Now I use a custom field for statuses and only have To Do and Completed as built-in status. I also have 1-year Plan as a list in OKR format. The KRs are subtasks of the O, and the KRs can be Quarterly objectives. i.e. I create the same KR in the Rocks list and link the 2 via a relationship field.

Ali's journey to HubSpot expertise is inspiring! Love how they use tools like TubeBuddy and AirTable for content ideas. And the shift from solo problem-solving to team empowerment? Brilliant leadership! Ali's advice on mindset shifts and prepping for an agency exit is gold. Must-watch for agency owners!

Loved this video! Carlos's journey to finding work-life balance is super inspiring. The tips on setting boundaries and prioritizing well-being are spot on. Really appreciated the practical advice and personal touches. Definitely a must-watch for anyone looking to balance their career and personal life better! 🌟

i really enjoyed the content, i wish you would offer a free template that is essential for solo agencies as free template as a hook, once we scale we will need your help and become a customer in the future :D i hope you like the idea and will be waiting for such thing

Wondering why you don't recommend using the start date. If a job was to take a week and you used start and due dates it would spread the workload over the five days (say Mon-Fri). Works for when you are doing larger tasks that don't require breaking down further or you would prefer to do 4 hours a day allowing time to do other tasks and refresh from the main task.

I can't believe it

This is amazing and ridiculous. I'm here for it.

Hahaha, this is amazing!

This was awesome would love for this to be bi-monthly thing

This "\" is a backslash. This "/" is a forward slash, or just "slash".

What about using "automations" to fill in the custom fields based on rules such as the list name or user? These would be the perfect fallback for when a user forgets to fill in the "custom fields", or it demands an extra step, such as when creating a task via the gmail integration. I have already a setup of 30+ folders and 150+ lists, and feel that "automations" really need a better "manager UI" Congrats on the videos. Thorough work. edit: a letter missing.

Very helpful thanks! Is there a way to setup a time tracking dashboard for one client only? The dashboard filter at the highest level allows me to choose the client folder but the time tracking cards "currently does not support dashboard filters'. I'm hoping to build a dashboard and share with my clients which includes time tracking?

Is the knowledge base going to be used from their AI to share info to other ClickUp clients ?

Until clickup offer individual page permissions, I’m not sure how docs can be used as a knowledge management platform

Do you recommend writing SOPs within ClickUp itself? I'm trying to push that for my team, but leadership pushes back saying "if we ever move away from ClickUp we want to be able to take all of our documentation with us"

Hi is there a way to auto start/automate the time tracker? like when the member is change the status of the task to in progress. the tracker should be automatically start

Trying to understand when to keep info in a wiki vs a task description. For example, I have a list in clickup that is my web design task list. This has a ton of tasks and subtasks with specific tasks ranging from Email client this update to how to update the DNS records. Do you keep that info in the task description or the wiki? Where is the line drawn to determine when to use one vs the other? How to prevent overlap info which could conflict down the road if not found?

very useful! Thanks

It was very helpful. Did you hear of Lark? It is really popular in South East Asia right now. Could you do another version of the client onboarding process for Lark? Thank you!

Очень хороший обзор!!!Перехожу на него6 и прям очень сильный функционал - мне прям зашел

Thank you for this. Can I display google data studio here as well?

We love ZenPilot 🎉

Hello, I would like the prompt for creating tasks 🙏🏻

Do you know any keyboard shortcut to copy current task link? It seems non existant

Is there a way to clear custom fields in recurring tasks, example a meeting every two weeks with differnt invitees

I'm confused - you guys suggest not using custom statuses in your PDF guide, but here you have a bunch. Have you guys changed your thinking on them?

Just what I needed, thank you very much! Btw I noticed that your ClickUp workspace looks way darker than mine ... anyway to get the same as yours ?

I loved ur video. I have a question I want to start using Clickup in my organisation. I want to use it with multiple employees. Is there a way that I can assign task to employees and the employee who the task is assigned to can only see it. For example if I have 3 employees A,B and C. If I assign a task to A and B I don’t want C to be able to see it. How can this be done. If I make a list and add all 3 employees to it than even I assign the task to A and B won’t C be able to see it?

Can Brain make automatic reports for us and our customers. We are members and all our customers have a guest account. So automatically create timesheets for time consumption for a month .. preferably in an email or overview in ClickUp?

This is great! Do you know why slack shows user email addresses instead of @name?

Brilliant! Would love to see a "How to manage team members / employees" version that covers best practices for those whose teams have more access - keep up the great content Gray!

You guys think like I do! I appreciate that. Can you do a video of how to make clickup like Notion? I know that Clickup now has new features, but I don't think they have true database function. Therefore, it would be awesome to have a mock workaround to create a doc that looks like Notion and databases (tables I guess in Clickup). I love how Notion has the ability to make it aethetically pleasing, especially with Gallery view and adding images, so maybe its a Dashboard solution in Clickup? Would love your streamlined teaching on this.

It's amazing how ZenPilot consistently shares so many helpful tips and tricks with us. Keep up the great work! You guys are the best. 😇🥰😍

How did you make the automation work for it to add the client name to each task?

One question: if you use an individual list for all the campaigns and the campaigns contain a lot of different deliverables, how do you get an overview of the blog calendar or the social calendar or the podcast calendar? Or do you use another tool for that?

At 13:33 you mention you recommend building milestones using the smart rock planner. How do you do that?

Great video, thanks. I have two questions; 1. You recommend using one assignee per task. How do you schedule a meeting with multiple assignees attending? Do you copy the meeting multiple times? That seems like a lot of administration... I'd love to hear your thoughts on that 2. I would love to have 4hour tasks for easier planning. However, how do you cut a task that takes multiple days into smaller pieces. Designing a logo for instance. Any thoughts?

Great video, very helpful. We use Daily tasks and have set them for recurring, the only issue with that is we need assign different days to different assignees, suggestions?

How would you maintain this across all clients? Lets say you had to make an update to the client portal. Wouldn't you have to do individually modify each doc?

How do you stop the tasks in your process library from showing up on your tasks lists? Do you not have someone assigned to the task in the process library?

What's the difference between Deals and Delivery?

What is the difference between a lead, a contact and a deal?

🎯 Key Takeaways for quick navigation: 00:00 *🔄 Agencies often switch project management tools every 17 months, seeking a simple yet powerful solution.* 01:16 *💼 Zempilot, as ClickUp's top Solutions partner, offers insights into creating effective project management solutions.* 02:37 *🎯 ClickUp provides clarity for individual contributors with dedicated task views, improving productivity and communication.* 03:34 *📊 Account managers benefit from ClickUp's views, prioritizing issues and enhancing client communication.* 04:05 *📅 Project managers gain workload visibility in ClickUp, facilitating efficient task assignment and scheduling.* 05:03 *💡 Leadership tracks client and project health, profitability, and team performance through ClickUp dashboards.* 06:57 *🏗️ Establishing a clear hierarchy within ClickUp is crucial for comprehensive progress tracking and workload management.* 08:42 *🔄 ClickUp's CRM integration centralizes client information, enhancing account management efficiency.* 10:32 *📝 ClickUp's structure includes folders, lists, parent tasks, subtasks, and checklists, ensuring organized task management.* 15:46 *📂 Utilize ClickUp's process library to store agency templates, ensuring standardized workflows and best practices.* 18:34 *🔧 Task, list, and folder templates in ClickUp streamline project setup, ensuring consistency and efficiency.* 20:05 *🗓️ Tasks in ClickUp should have due dates, but the focus is on the distance between dates, allowing for flexible scheduling.* 20:34 *📊 Custom fields in ClickUp, like "deliverable," aid scalability by aligning tasks with future needs.* 21:02 *📋 Utilize custom fields such as "work category" and "task type" for additional filtering and visibility into different service lines.* 22:27 *📚 Train your team thoroughly on ClickUp, including real-life scenarios, status meanings, and communication methods within the platform.* 23:52 *🔄 Implement a migration plan when transitioning to ClickUp, focusing on maintaining a single source of truth and launching on a Monday.* 24:47 *🏆 Establish healthy habits post-launch, appointing a ClickUp champion to maintain system consistency, monitor team behavior, and provide support.* Made with HARPA AI

🎯 Key Takeaways for quick navigation: 00:00 *📊 Keeping prospect and client data centralized is crucial for agency productivity, avoiding chaos caused by scattered information.* 00:24 *🛠️ ClickUp can function effectively as a CRM for client services and delivery teams, complementing sales CRMs like HubSpot or Salesforce.* 01:24 *🗂️ Structuring a CRM in ClickUp involves organizing spaces, lists (deals, companies, contacts), and custom fields tailored to your agency's needs.* 02:44 *📝 Custom fields in ClickUp's deals list include tasks, comments, status, due dates, services, health scores, objectives, billing, and more, facilitating detailed client management.* 06:04 *🔄 Utilizing relationship fields in ClickUp enables seamless association of companies and contacts with specific tasks, enhancing organizational efficiency.* 09:17 *💬 Encouraging weekly account management updates through comments in ClickUp fosters effective communication and historical record-keeping for client engagements.* 13:30 *🔄 Streamlining sales-to-delivery handoffs is achievable through ClickUp's intake new deal feature, ensuring smooth transition and standard processes.* 18:15 *📧 Email integration in ClickUp allows sending emails directly from tasks, consolidating communication for easy reference.* 19:12 *📝 Creating lists in ClickUp for different categories like deals, contacts, and companies helps organize data efficiently.* 20:38 *⚙️ Adding custom fields such as status and client health helps categorize and track information effectively.* 23:05 *🤝 Establishing relationships between tasks and lists streamlines data management, ensuring all relevant information is accessible.* 24:56 *📊 Utilizing different views like board view helps visualize data, especially useful for managing sales pipelines.* 26:50 *💬 Incorporating account management updates and templates enhances CRM efficiency, aiding in client relationship management.* Made with HARPA AI

Hi, these dashboard cards seem cool but I'm not sure how I can build this into my custom dashboard as I'm not sure what the name of the cards are which you used? For example, on the 'click up champion' dashboard you mention the task issues cards - but there are no cards called 'task issues'.