Course curriculum

    1. 12.19.2022 TASK MANAGEMENT GROUP COACHING - SETTING UP CLICKUP & WHY WE SET IT UP THIS WAY

    2. 01.09.2023 TASK MANAGEMENT GROUP COACHING - TASK ORGANIZATION

    3. 01.16.2023 TASK MANAGEMENT GROUP COACHING - STATUSES

    4. 01.23.2023 TASK MANAGEMENT GROUP COACHING - VIEWS

    5. 01.30.2023 TASK MANAGEMENT GROUP COACHING - RECAP WEEK

    6. 02.06.2023 TASK MANAGEMENT GROUP COACHING - TASK CAPABILITIES

    7. 02.13.2023 TASK MANAGEMENT GROUP COACHING - AUTOMATIONS PT. 1

    8. 02.20.2023 TASK MANAGEMENT GROUP COACHING - AUTOMATIONS PT. 2

    9. 02.27.2023 TASK MANAGEMENT GROUP COACHING - RECAP WEEK

    10. 03.06.2023 TASK MANAGEMENT GROUP COACHING - UNIFORMITY IN THE SYSTEM

    11. 03.13.2023 TASK MANAGEMENT GROUP COACHING - BRING SOMETHING TO WORK ON - OPEN FLOOR

    12. 03.20.2023 TASK MANAGEMENT GROUP COACHING - WHITEBOARDS

    13. 03.27.2023 TASK MANAGEMENT GROUP COACHING - PROSPECT WORKSPACE

    14. 04.03.2023 TASK MANAGEMENT GROUP COACHING - TIPS/BEST PRACTICES

    15. 04.10.2023 TASK MANAGEMENT GROUP COACHING - OVERDUE TASKS & THE IMPORTANCE OF HAVING NONE

    16. 04.17.2023 TASK MANAGEMENT GROUP COACHING - RECAP WEEK

    17. 04.24.2023 TASK MANAGEMENT GROUP COACHING - GOALS & TEAM VIEW (FORMALLY BOX)

    18. 05.01.2023 TASK MANAGEMENT COACHING - GOALS

    19. 05.08.2023 TASK MANAGEMENT GROUP COACHING - CAPACITY INSIDE CLICKUP

    20. 05.15.2023 TASK MANAGEMENT COACHING - VIEWS & DASHBOARDS

    21. 05.22.2023 TASK MANAGEMENT COACHING - RECAP WEEK

    22. 06.05.2023 TASK MANAGEMENT COACHING - AUTOMATIONS PT. 3

    23. 06.12.2023 TASK MANAGEMENT COACHING - DEPENDENCIES & DEFAULT TASK TEMPLATES

    24. 06.19.2023 TASK MANAGEMENT COACHING-AUTOMATIONS, STATUSES AND TEMPLATES

    25. 06.26.2023 TASK MANAGEMENT COACHING AUTOMATIONS, STATUSES, ARCHIVING CLIENTS

    26. 07.03.2023 TASK MANAGEMENT COACHING - COMMUNICATIONS, WORKFLOWS & AUTOMATIONS

    27. 07.10.2023 TASK MANAGEMENT COACHING - CLICKUP RECORDINGS, ZOOM INTEGRATION & MEETINGS/NOTES IN CLICKUP

    28. 07.17.2023 TASK MANAGEMENT COACHING - CLICKUP 3.0 SNEAK PEEK

    29. 07.24.2023 TASK MANAGEMENT COACHING - CRM

    30. 07.31.2023 TASK MANAGEMENT COACHING - BEST PRACTICES IN YOUR DAY, NOTIFICATIONS, OVER DUES AND USING FAVORITES

    31. 08.07.2023 TASK MANAGEMENT COACHING - CU 3.0, OVERDUES, NOTIFICATIONS

    32. 08.14.2023 TASK MANAGEMENT COACHING - STRUGGLES/WORKING ON IN THE SYSTEM

    33. 08.21.2023 TASK MANAGEMENT COACHING - STRUGGLES/WORKING ON IN THE SYSTEM

    34. 08.28.2023 TASK MANAGEMENT COACHING - STRUGGLES/WORKING ON IN THE SYSTEM

    35. 09.11.2023 TASK MANAGEMENT COACHING - STRUGGLES/WORKING ON IN THE SYSTEM

    36. 09.18.2023 TASK MANAGEMENT COACHING CALL - RECURRING TASKS

    37. 09.25.2023 TASK MANAGEMENT COACHING CALL

    38. 10.02.2023 TASK MANAGEMENT COACHING CALL

    39. 10.16.2023 TASK MANAGEMENT GROUP COACHING CALL

    40. 10.23.2023 TASK MANAGEMENT GROUP COACHING CALL

    41. 11.06.2023 TASK MANAGEMENT GROUP COACHING CALL

    42. 11.13.2023 TASK MANAGEMENT GROUP COACHING CALL

    43. 11.20.2023 TASK MANAGEMENT GROUP COACHING CALL - 3.0 Tips

    44. 11.27.2023 TASK MANAGEMENT GROUP COACHING CALL - WHERE YOU AT WITH THE SYSTEM, WORKSPACES, FOLDERS, & LISTS

    45. 12.4.2023 TASK MANAGEMENT GROUP COACHING CALL - WHERE ARE YOU AT WITH THE SYSTEM?

    46. 12.11.2023 TASK MANAGEMENT GROUP COACHING CALL - TEMPLATE FOLDER & EMBED VIEWS

    47. 12.18.2023 TASK MANAGEMENT GROUP COACHING CALL - WHERE ARE YOU AT?

    48. 01.08.2024 TASK MANAGEMENT GROUP COACHING CALL - WHERE YOU AT WITH THE SYSTEM?

    49. 01.15.2024 TASK MANAGEMENT GROUP COACHING CALL - WHERE ARE YOU AT WITH THE SYSTEM?

    50. 01.22.2024 TASK MANAGEMENT GROUP COACHING CALL - HOTSEATS ON VIEWS, & TAGS

    51. 01.29.2024 TASK MANAGEMENT GROUP COACHING - VIEWS, PERSONAL LIST, CHAT VIEWS

    52. 02.05.2024 TASK MANAGEMENT GROUP COACHING - AUTOMATIONS MESSING UP THE STATUSES IN LISTS

    53. 02.12.2024 TASK MANAGEMENT GROUP COACHING - EMAIL CLICK APPS, FOLDERS, LISTS AND TASK SET UP

    54. 02.19.2024 TASK MANAGEMENT GROUP COACHING - TEMPLATE CLIENT SET UP, CLICKUP BRAIN, PERSONAL LISTS

    55. 02.26.2024 TASK MANAGEMENT GROUP COACHING - EMAILING IN CLICKUP, STATUSES, CLICKUP HIERARCHY SET UP

    56. 03.04.2024 TASK MANAGEMENT GROUP COACHING CALL - HARD DUE DATES, GMAIL EMAIL EXTENTION, SETTING UP TASKS TO MOVE TO SOMEONE ELSE, CHAT VIEWS, TEMPLATE FOLDERS

    57. 03.11.2024 TASK MANAGEMENT GROUP COACHING CALL - CLICKUP HEIRARCHY, CHECKLISTS, SETTING UP VIEWS

    58. 03.18.2024 TASK MANAGEMENT GROUP COACHING CALL - REOCCURING SETTINGS, TIME ESTIMATES, LINE UP ON HOME VIEW

    59. 03.25.2024 TASK MANAGEMENT GROUP COACHING CALL - EMAIL ATTACHMENTS, TAGS, TEMPLATES, CUSTOM FIELDS

    60. 04.01.2024 TASK MANAGEMENT GROUP COACHING CALL - APPLYING TEMPLATES, DAILY ROUTINE IN CLICKUP

    61. 04.08.2024 TASK MANAGEMENT GROUP COACHING CALL - AUTOMATIONS & TEMPLATES

    62. 04.29.2024 TASK MANAGEMENT GROUP COACHING CALL - MASS MOVING TASKS, AI IN CLICKUP

    63. 06.03.2024 TASK MANAGEMENT GROUP COACHING CALL - FOUNDATION OF THE SYSTEM

    64. 06.10.2024 TASK MANAGEMENT GROUP COACHING CALL - MASS MOVE TASKS, TEMPLATE CLIENT FOLDER, REOCCURRANCES AND EMAILING FROM CLICKUP

    65. 06.17.2024 TASK MANAGEMENT GROUP COACHING CALL - INBOX, TASK SETUP, OVERDUES/DUE DATES, FILTERING, TAX CLIENT SETUP

    66. 06.24.2024 TASK MANAGEMENT GROUP COACHING CALL - DASHBOARDS, VIEWS, OVERDUES

    67. 07.01.2024 TASK MANAGEMENT GROUP COACHING CALL - INBOX VIEWS, EMAIL ON TASKS, BILLABLE TIME SHEETS, CUSTOM VIEWS, OUTLOOK

    68. 07.08.2024 TASK MANAGEMENT GROUP COACHING CALL - WORKED ON SYSTEM

    69. 07.22.2024 TASK MANAGEMENT GROUP COACHING CALL - WORKED ON SYSTEM

    70. 07.29.2024 - TASK MANAGEMENT GROUP COACHING CALL - TEMPLATES & UNIFORMITY IN THE SYSTEM

    71. 08.05.2024 - TASK MANAGEMENT GROUP COACHING CALL - MOVING TASKS, USING/UPDATING TEMPLATES

    72. 08.12.2024 TASK MANAGEMENT GROUP COACHING CALL - SETTING UP NEW TASKS, CHECKLISTS, CLICKUP LAYOUT, CLICKUP LAYOUT FOR TAXES

    73. 08.19.2024 TASK MANAGEMENT GROUP COACHING CALL - USING TEMPLATES ON TASKS, USING ACTIVITY, WORKING FROM NOTIFICATIONS VS. LISTS, SETTING UP FOLDERS, USING CU TO BETTER PLAN TAX SEASON

About this course

  • 73 lessons
  • 54.5 hours of video content