In this webinar, Rae Targos from Productive Co. shows 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 covers:
- 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