Task Management: Use due dates to set and review priorities at leadership meetings.
All Client Projects Should be Initiated Inside of the Client's Butler Dashboard
One owner per task with deadline
All task communication should happen inside of the comments section
Shared Documents: Start all documents in ClickUp for better visibility and integration with tasks, let's try copying Google Doc content into ClickUp docs/ direct from GPT4 if we're using that anyway
Comment on document if you have questions and share documents in appropriate slack channel
Inbox Feature: Engage with the inbox daily to manage tasks and update due dates. Keep a clean inbox in Click-up (they are simple notifications so can ensure we're all on the same page)
Notes Feature: Capture ideas about products, sales, customers on the go, and discuss them during leadership meetings - it's so easy to convert notes into tasks and assign to appropriate department/person.
Customize your home screen to show the best views for getting your work done
Integrate your Google Calendar if you schedule task blocks out