Business tutorials and tips.
This article was provided by Zapier.
2020 was the year of remote everything. An alphabet soup of apps entered the public lexicon as social distancing policies forced everyone to pivot to remote—and attempt to keep living and working.
At Zapier, we pay attention to this stuff. We’re an automation platform that connects web apps, so when our users—many of whom run or work for small businesses—are turning to a specific tool, we take notice.
ClickUp, a productivity platform, topped our annual Apps at Work report. It promises to be “the one app to replace them all” to handle task management, documents, and collaboration.
Any project is bound to use multiple types of documents in order to manage things. For example, you might have a master task list, a Kanban board to track project phases, a calendar to track deadlines, and a few documents to jot down ideas.
ClickUp combines all of that into one app. Comment on individual tasks with teammates, create dashboards to get a visual on project progress, and you can even track goals and workloads per user.
For small businesses that can’t afford multiple premium app subscriptions, ClickUp is one option to keep projects organized.
Popular ways to automate ClickUp
While ClickUp combines quite a few features from other apps, you’ll still have to rely on other tools for things like scheduling calls or collecting leads.
With a few Zaps—our automated workflows—you can send information from those other apps into ClickUp (or any other app we support), so you can stop worrying about copying and pasting emails into tasks and focus on moving that project to completion.
ClickUp users who automate tasks with Zapier tend to use Zaps to follow up on leads, extract tasks from communications, and more.
We’ve gathered a few Zap templates—our pre-made workflows—to get you started. Click on any template and we’ll guide you through the set-up process. You can read more about setting up Zaps here.
You’ll need a Zapier account to use the workflows in this piece. If you don’t have an account yet, it’s free to get started.
Manage tasks in one place
Tasks often come up in conversations. For example, your manager may request something in a chat message, or you promise to follow up on a client’s question in an email. These automated workflows will add your messages from email or team chat to ClickUp as tasks, so you’re staying on top of those requests along with your daily work.
Follow up on leads
When a person expresses interest in your product or service, you want to follow up quickly so you don’t lose that sale. Forms often run in the background. You can turn on notification settings in your form app, but it’s really easy to ignore those messages when they start to pile up.
These Zaps will turn your form submissions into ClickUp tasks so you can prioritize your leads.
If your team sets certain criteria for what makes a qualified lead, you can use a filter step—available on our paid plans—so you’re only taking acting on people who are most likely to give you their business.
Stay on top of projects
While ClickUp is great for general project and task management, if you work in customer support or software development, you’re probably using another app to handle feature requests, bug reports, and other issues.
These Zaps will turn those requests into ClickUp tasks, so you can prioritize work in one place.
Plan for meetings
A potential client’s booked a meeting with you? Great! Now you need to prepare for it. These automated workflows will create ClickUp tasks for new meetings, so you’ll always be prepared—even for those last-minute bookings.
Track your tasks
At a time where every day feels like a century, it’s hard to remember what you’ve accomplished in a day, let alone a week. If you’re struggling to figure out the tasks you’ve completed at any given time, these Zaps will add completed ClickUp tasks to your favorite spreadsheet app. You’ll never have task amnesia again.
Move tasks to your favorite app
Your team might track project progress in ClickUp, but what if you already use another task management app to help you manage your work? Instead of copying tasks between apps, these Zaps will add new ClickUp tasks to your favorite to-do app, keeping priorities in one place.
With so many companies used to remote work, it’s likely here to stay—as is the need to make it as pain-free as possible for businesses and employees. Whether you’ve got your app collection on lock or you’re still searching for the right tool, consider some ways automation can improve your work.
New to Zapier? It’s a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Google Sheets with Zapier.
Use Zapier to automatically send tasks to ClickUp from email, team chat, calendars, and more. Customize workflows just for your business.
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