ClickUp for Bookkeepers

LESSON 1 - Welcome to CUBK 101

LESSON 2 - Join the Facebook Group

LESSON 3 - Making the most out of your course

LESSON 4 - Setting up your ClickUp account

LESSON 1 - Understanding the ClickUp Hierarchy

LESSON 2 - Navigating Your Workspace and Personal Settings in ClickUp

LESSON 3 - Navigating the Icon Sidebar in ClickUp

LESSON 4 - Navigating the Vertical Hierarchy in ClickUp

LESSON 5 - Navigating the Horizontal Hierarchy in ClickUp

LESSON 1 - Understanding the 5 Ws of Workflows

LESSON 2 - Identifying Your Workflow Type

LESSON 3 - Mastering Your Business and Client Workflows

LESSON 1 - Importing the BIZ HQ space template (GRAB THE TEMPLATE INSIDE!)

LESSON 2.5 - Creating Tasks in ClickUp

LESSON 3 - Managing Meetings in ClickUp (Task Management Folder)

LESSON 3.5 - Managing Recurring Tasks in ClickUp

LESSON 4 - Managing Bill Pay in ClickUp (Task Management Folder)

LESSON 4.5 - Understanding Custom Field Basics in ClickUp

Managing CEO Tasks in ClickUp (GTD - CEO Folder)

LESSON 1 - Managing Active Leads in ClickUp (Lead Management Folder)

LESSON 2 - Managing Won Leads in ClickUp

LESSON 3 - Managing Lost Leads in ClickUp

LESSON 1 - Getting Started with Email in ClickUp

LESSON 2 - Adding Email to Your ClickUp Hierarchy

LESSON 3 - Using the Email Custom Field

LESSON 4 - Designing an Email Signature

LESSON 5 - Creating Email Templates

LESSON 6 - 10 Rules for Writing Response-Worthy Emails

LESSON 7 - 3 Email Templates for Managing Client Work

LESSON 8 - Sending Email in ClickUp

LESSON 9 - Receiving Email in ClickUp

LESSON 10 - Using Status Automations

LESSON 11 - Using Due Date Automations

LESSON 12 - Creating Tasks from Your Email

LESSON 13 - Integrating ClickUp and Outlook

LESSON 14 - Using the Google Chrome Extension

LESSON 1 - Importing the CLIENT MANAGEMENT space template (GRAB the TEMPLATE INSIDE!)

LESSON 3 - Managing Folder + List Level Settings

LESSON 4 - Managing Task Settings

LESSON 4.5 - Managing Legacy Recurring Tasks

LESSON 5 - Managing Client Templates

LESSON 1 - Becoming a ClickUp Triple Threat

LESSON 2 - Using Calendar View

LESSON 1 - Managing Guest Users in ClickUp

LESSON 2 - Communicating with Your Team in ClickUp

**BONUS** Managing Business Resources in ClickUp