what I need is to be able to add a quick note, reminder, or task with the option to add a description when necessary. Todoist fills this role when I'm on the go and I transfer things into click up once back home but it would be awesome if it was all in clickup from the start.
So I have been using clickup for about 2 weeks. I have created and deleted many templates, statuses, lists etc. I have tried to make sense of my workspace but I am not sure I will ever make sense of it. I am trying to create a work and personal space. My husband and I started an electrical business, he is the electrician and I run the office, schedule, billing and everything else. For my workspace I would like the following. A file (folder, list or whatever) that has a client's info Name, address, phone, email and maybe if they have an appt or not) nothing that is date and time related) And then I need to be able to create projects or appointments for the client with the location, cost, date and time of appointment , notes of our conversations and whatnot. I would assign the appointment to my husband, but he doesn't need updates on everytime I change something. What is the best way to create this??
I like the most the adaptability to all the teams. For marleting for example i have tables about management. Planning. Follow up on leads. I can also create a flow for content review and i get the documents as a wiki. I usually take notes of meetings although i would prefer to get an integration between an AI transcriber and clickup
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