How to Use Dubsado with ClickUp
I hosted a webinar over at Dubsado’s headquarters and am sharing it here with you!
In this webinar, I show 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 cover:
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
You can watch the video below or register for the replay here and have it emailed to you.
Press ‘Play’ to Watch the Video
Video Timestamps
0:00 Intro
3:30 Client management vs. project management
5:36 Dubsado’s task feature vs. ClickUp
14:25 Best practices for using Dubsado & ClickUp together
15:20 Understand the Client Journey
19:20 Why we use both & how
19:42 Zapier
26:55 Example zaps
27:20 Templates
28:47 Using Dubsado & ClickUp in tandem
29:36 When & how to give your clients access to ClickUp
33:19 Handy ClickUp features
33:40 ClickUp custom fields
34:53 ClickUp formatting within tasks
35:24 ClickUp whiteboards
38:33 ClickUp dashboards
40:50 ClickUp comments & email
43: 45 ClickUp’s Chrome extension & Alexa app
44:14 Free Dubsado, ClickUp, and Zapier resources at Productive Co.: https://www.productiveco.com/all-offers
44:30 Q&A
