System Part 2: Clickup

In this section we’re going to set up the Clickup template. It’s pretty straightforward and I have some video tutorials for things I think you should know. If you’re new to Clickup, don’t be overwhelmed by it. It can do a million things but we’re only going to use it for this specific thing.

Click here to set up Clickup if you don’t already have it.

Basic Overview of Clickup Setup:

Setting up the Template:

Clickup settings:

System and automations outline:

While I was making these videos, I thought it would be handy to have a doc where you can outline your system, once you know a bit about how it works. So, watch the videos below and then come back and design your system by using this google doc (also available under downloads at the bottom.)

The System:

Automations: