![]() Zapier needs to have a sample task to draw in sample data for this, so you’ll need to create a sample task or move an existing one into the appropriate List.įor anyone looking to take the process one step further and automatically assign team members to tasks, assign due dates, and more without having to lift a finger, you’ll need to do a little more setup. That way anyone reviewing the post will have a set checklist to follow and record their progress on. Specifically, you need to log in to (or sign up for ) ClickUp and make sure you have a task set up to serve as an example according to what you want to automate.įor example, let’s say that you want to automatically trigger a pre-publish checklist for blog posts that are moved into your “To Review” list in ClickUp. In order to set up your new automation it pays to do a little set up first. This will let you automatically run a checklist for your tasks in ClickUp, standardizing your workflow and making everything run smoothly. To show you just how powerful (and easy) this is, today you’ll learn how to use Zapier to link ClickUp and Process Street together. That way you and your team won’t be relying on memory or waste time looking up how to complete a certain task.īetter yet, you can use business process automation to do all of this automatically! However, there is a way to take this one step further.īy integrating your ClickUp account with Process Street you can set up checklists to follow for every task that needs completing. ![]() Task lists are a fantastic way to organize your time and duties to make the most out of your days and complete what needs to be done.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |