Productive Co.

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How to Use Dubsado with ClickUp

Rae Targos

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

Resources Mentioned