The ClickUp Views You Need to Create Clarity for Your Team

5, 4, 3, 2, 1. Hello, hello, hello, everyone, and welcome back to the Zen Pilot live show. I've been looking forward to saying that it's been a while. So good to have you here with us today. And it's also quite good to have Jeff Seifer with us here today. Zenpilot, head of Growth Productivity professor. And what does that say? Certified ClickUp nerd.

Yeah, good job. I was going to come in with it, but you got it. Not as good as the Chief Excitement Officer, though. The new label of CEO.

Yeah, yeah. I'm CEO now. Chief Excitement Officer. Get excited, get used to it. It's happening. I'm going to make it LinkedIn official after this. All righty. Jeff, how are you doing today? How are you feeling?

I'm great, Kuba. I'm excited. ClickUp views are, I think, my favorite feature inside of ClickUp. I don't know. I have a bunch of different options out there. I'm not really sure which one is, but views have got to be at the top of the list. So I'm excited to chat through this today on today's live stream. I hope you're excited because you're the excitement officer, but how are you doing?

Don't put that pressure on me. Yes. I'm super stoked. We're already getting comments, so that's great. Shay is saying. And hello, Shay. I love that energy. Brendan saying Kuba. Yes, yes. I. I try my best. It's a tick. As soon as I hit record, it just happens by itself. I can't control it. So, yes. Hi, everyone, and let us know that you can see us and hear us. We're streaming on Claudio. So good to see you. Amazing. All my friends are here. We're streaming on LinkedIn and on YouTube, so especially if you're on YouTube, let us know because I don't see comments from YouTube yet. We've got a packed show for you here today as you let us know that you can see and hear us. The icebreaker question for today for everyone is, what is your favorite time of year? And I'll let Jeff answer that as we wait for people to join. Jeff, what is your favorite time of year?

Yeah, in Pittsburgh, Kuba and I were just talking about this earlier. Fall is my favorite time of the year, mainly because you got time to go trick or treating. You got beautiful, crisp air, especially inside of Pittsburgh. We got beautiful leaves, changing colors. You got all the colors, not just green. Plus, I'm a huge donut fan. I love apple cider donuts in the fall. So if anyone ever wants to send me something, I don't know why you ever would, but donuts are the thing that I will consume a little too much. You got click up and donuts. Those are my two favorite things in the world. So yeah, just a little bit information that you probably don't care about but I figured I'd tell you anyways. But how about you, Kuba? What's your favorite time of year?

Okay, good call to action.

That's all I care about.

First CTA send Jeff donuts. Mine is actually similar because my favorite time of year is Halloween. That's the one holiday that I take very seriously and I've started. We have a two year old in the house, soon to be three year old. So you know the decorations are starting to come in, the trick or treating is starting to come in. Some of that in Poland is happening as well if anybody was, was curious. So that, that is my favorite time of year. Then it goes into winter. I like the darker, colder months. I like to. Because you can always put on an extra layer. Like when it's hot like now it's like you can't escape it. I think I saw one of the comments like not summer in Houston right now. Yeah. And I can understand that the heat waves coming through. But when it's, when it's. But when it's cold you can always put on an extra layer. Lovely, lovely, lovely. So many answers. Like I can't feature them all. Somebody's saying autumn season, our people, apple cider donuts. Same here in western New York. And late spring stone fruit season. Cool, cool, cool. Awesome, awesome, awesome. Love. To learn more about our watchers and listeners here today, we'll launch into the presentation. Now let me change the. And let me know that you can see this. And these are our slides for today and we'll get started. So first of all, some housekeeping. You can drop your questions in the chat as you have them. We try to kind of pick up the questions as we go. I'll keep monitoring them because the brunt of the content will be delivered by Jeff today. So we'll try to answer them along the way. I can see there's a few more people than perhaps usual or like got a nice showing today. So we'll try to get to all of the questions but no guarantees. And we can answer some of these kind of offline. Yeah, don't be shy in the chat. The recording, wherever you are watching this, the recording will live in the same place under the same link. So you already have the link to the recording. It's this link. It's here. No worries. And don't forget to follow zenpilot on LinkedIn. Subscribe to our YouTube where we have a ton of ClickUp tutorials from Jeff and agency journey episodes from myself and some other content besides. And don't forget to subscribe to our newsletter, zenpilot.com newsletter. You'll be getting first class operations from me with all the latest from Zenpilot and from around the web to improve your operations. That's another CTA guy we've got for you here today. Now for those of you meeting ZenPilot for the first time. Hi. Our mission is to help agencies and other service based businesses and honestly a wide range of other businesses as well and including internal marketing teams as well. We're kind of branching out. We help cancel chaos and create clarity. What does that mean? Well, primarily what we do is we help build a unified work management system where all of your work lives. It's visible, it's. A lot of it is based on ClickUp. A lot of it is based on ClickUp views and filters. So we can see exactly the work that you need to address. Like what we try to achieve for you and your team is visibility, clarity so that you can see like as an individual contributor and just Jeff will be covering that today. As an individual contributor you can see kind of the work on your plate for a given day. But if you're within leadership, you can see your capacity, you can manage your workload. Well, all of that is possible within ClickUp when you have the right setup. And something that we emphasize a lot at Zenpilot is when you have the right habits and the right processes in place to actually get the most out of ClickUp as a tool. Some info about us is on screen here for, for you to read. Not gonna go through that right now. Now, if you're an agency or service based business, what I wanted to show you is kind of the end point that you can achieve with the ZenPilot system. The presentation today is about ClickUp. We'll be diving deep into one slice of this, which is ClickUp views. But generally speaking, what's possible with what we call the ZenPilot system, which is both the right ClickUp setup and the right of habits and the way to kind of pilot the ship that we, that we teach. Once you have that and you have the right tooling in place, you can have a view like this. If you're an agency, this can show you profitability per service line profitability per client, even how your account managers are doing in terms of managing their budget. This particular view is embedded within ClickUp. This is not ClickUp itself, but it will still be visible within your ClickUp and it's called zenpilot Profitability Reporting or some people just call it the Dashboard, the Agency Dashboard. And we're going to have a separate event about it in the coming weeks. So definitely subscribe to our newsletter to hear more about that. If you want to learn more about this already, just search Zenpilot Profitability Reporting and you can find out more that way. In terms of the next step for today, if at any point you find that you're liking what you're seeing here and you would like to dive deeper into your particular ClickUp needs, your particular setup, and you would like to get some individual one to one guidance on your ClickUp setup and how to get the most out of it, go to zempirel.com call connect with our team. Tell us about your ClickUp project management operations woes. It's a complimentary project management therapy session for you and we'll go from there. And that's it in terms of the intro, here's the agenda. And Jeff, do you want to take us through it and give us a high level view of what will be discussing?

Yeah, cool, let's switch screens here. I'll take over. Just so I'm starting to present.

Fine, fine. And yeah, chat. Don't be shy. Definitely drop questions. Oh and let us know. I should say let us know if you have any particular kind of knees or particular focus for this session. Like I really want to find out about X today. Drop it in the chat. We'll take it into account as Jeff goes through the content for today. And yeah Jeff, go. Cool.

Thanks Kuba. So in terms of the agenda of what we're going to cover today, we're going to kind of go from some of the basics of ClickUp. So some people here might be a little bit more advanced in the system, some might be a little bit new to ClickUp and are trying to figure out how to really use views. And as I mentioned at the beginning of this session, views are really probably one of my favorite features in ClickUp, but they're also probably the most complex and daunting to new users. I've used a bunch of different project management systems in the past and some of them are a bit more simple when it comes to views, but that also means that you can't customize them or create as many as you possibly can inside of ClickUp. So that's really the beauty of it, which really gives you the opportunity to create the views that you need for each individual role on your team inside of ClickUp. And so that's the main reason that I really love it. But again, they can be very daunting, especially to new users that are getting in the system. So I want to start off with kind of the overlay of first designing your specific views that you're going to need for your team. And this is a big step of the process that we do at zenpilot is figuring out, like, what are their roles on your team, especially for agencies and professional services firms, what are those roles? And then what are the views that they're going to need to do their job better than they might be doing it right now. So we want to make sure we're providing clarity by giving them the correct views to do their job well. So whether that's account managers, project managers, individual contributors, we need to make sure they have the right views. In addition to that, we're also going to go through the five main roles that you're going to have in your project management system, which is going to sort of align with how to design your views for those specific roles. And then after that, we'll take a little step back to discuss what's actually included in each of those views. Because there's a lot of different components that can be changed. I've talked to a lot of different teams that are going through ClickUp and trying to implement it, and all these different views have a lot of different settings, and it just gets them to be a bit overwhelmed. And then they think tasks are lost and things are missing, so they get a little bit nervous and then just kind of give up. So we want to make sure that doesn't happen. So we're going to go through a lot of what's actually included in all those views in terms of the structure of a view. After that, we're actually going to have a live views demo inside of ClickUp, going over my favorite views and the views that you're going to need for your team to create clarity, which is what you really came for. And then after that, we can also do a Q and A. And as I go through all this, feel free to stop us, throw your questions in the comments here for us, and we'll kind of address them as we go to make this a bit more interactive. But as I said, the first piece that I want to start with here is actually designing your view. So what we do really in the ZenPilot process and how we build out this Zen pilot system, as we call it, it is we really want to understand sort of the structure and how work is flowing across your agency. But for you, what I would recommend is when you're implementing a project management system and really like all of this, it's a big change management piece to it because essentially, even if it's just views or whatever it is, you are really adjusting the way that people are working on a daily basis. And so if you go ahead and try to migrate your project management system to a new one because your old one's not working, you try to do that too quickly, you're going to do yourself a disservice because your team's going to jump into that new system and be a bit overwhelmed because they don't really know what they're looking at. They weren't really prepped for that migration. So you want to take a step back and take the time to. As you can see here, the first point I'm making is interviewing your team. And so what we do is we're going to interview and survey and also hold one on ones with the team to really understand sort of their situation and what they're looking at, how they complete their work. So as you can see, I have an example over here of a survey that we send out to everyone that works with us. But this is also something that you can do for your team. What you want to ask them is like, how are you starting your day? How are you identifying the work that you need to prioritize, how are you planning your work, or how are you ending your day? And really, where are you doing all of that? Because the more understanding you can get from your team and their perspective on all of this, the better you're actually going to be at creating views for their specific purpose that'll help them do their job well, because we want to build all these views for our team and not just us to do work. And that's the beauty of ClickUp, is you can create views at much different levels in the hierarchy and you want to make sure that each person has their specific view. So figure out really what your team needs and then build from there and make sure it's all designed out before you actually go and start building inside of ClickUp. And through all this, you also really need to understand the hierarchy and custom fields. But I'll get into that more as we go along. But once you really understand how your team's working, what those Roles are essentially what you want to build and design and is sort of like a blueprint. What are this is in Miro, whether this in Lucid, wherever this is, you want to have something like this that's actually going to have your whole sort of project management and system structure before you actually go and put it into your software. And this is the first step that we always do. You always want to design the system before you actually go and build it. It's the same thing with like a lot of marketing agencies. When you're trying to help someone use a specific piece of software, you always need a strategy before you actually jump into that because that software is not going to solve all of your problems. You need to have a strategy or a structure or system first before you actually use it because that's what actually makes you be successful. Whether it's a CRM system, account based marketing tool, something like that, you need to have the strategy first. So that's really what we're doing here with ClickUp as well. And so within this you can kind of see, I know it's very small, but just want to give you sort of a high level overview of it is I have all of my spaces designed out, this whole hierarchy and structure is built out from. And we'll jump into more of this and click up in a second. But as you can see, that's all built out and then right here is where all of my views are listed and these are all pointing to a specific level in that hierarchy. And in addition they're all a little bit color coded with view descriptions and then each of those is going to be tied to a specific role of how they are going to use it, when they're going to use it and things like that. So again, I want to make sure all of these views are sort of laid out from the get go so that I don't jump into my project management implementation a little too quickly. Because once you get in there and you try to build all these specific views sort of ad hoc, that's how the team starts to get confused, that's how the team starts to get burnt out a little bit. The best thing you can do is design those views first and then be able to train your team before they're actually in that system, how they're going to use those views, how maybe they can customize them a little bit and how they're actually going to be populated, which is going to help them do their jobs a lot easier. So as you can see, we want to have this whole system designed with those views laid out with all of the descriptions first and then how each of these roles is going to use them. And I'll get a little bit more in depth into this resourcing flow, as you can see right here in this picture. So also with this is sort of the five roles that we kind of distinguish. And this is mainly for those that aren't an agency. This is mainly going to be focused on agencies and sort of those professional services firms. So even if you're not an agency, maybe you're someone that's just a consultant or maybe you're accounting firm, something like that. This is still going to be pretty similar, but these are really the roles that we're looking at that we're going to build views for. So the first one is going to be your individual contributors. That's sort of the lower level and just basically the whole team, what they're trying to see is what is on their agenda every single day and how they need to prioritize that work. So we want to make sure that we're building a view for those individual contributors that tells them this is what you're doing, this is what you need to prioritize. And then in addition, as we always say at ZenPower, the process should lives where the work gets done. So in addition to that, they should also be able to see how they're actually going to complete that work as well. So that's your individual contributors. Then if you go up a level, you're also going to have your account managers. So your account managers are really curious of how current projects are progressing for their clients. So they have a book of business they're managing three, five, ten different clients, whatever that number is, they need to be able to go into the system and rather quickly be able to take sort of a pulse of how all those projects and deliverables are doing for their clients. Because they're going to be meeting with the clients and then you'd be able to say like, hey, this is where this is, this is where that is. And be able to have a good sort of sense of direction on where all of that work actually stands. In addition, they should also be able to pull sort of what are the results? So they want to be able to combine the work that they did with those results so that they can start to show improve that ROI to their clients. And in addition, they need to know sort of what do they need to discuss with their clients. And all that's going to kind of come from communication and things like that. But that's what your account managers are really curious about. In addition, now we have the project managers and your project managers are really the ones that are going and building out timelines that are realistic for your clients. But in order for them to do that, they need to be able to see sort of what does team capacity look like. So if you like, the workload view and ClickUp is going to be super important for them and they'll be using that all the time. In addition, they need to be able to sort of start to see if work needs to be reassigned, they need to see if work needs to be rescheduled and they should be able to reschedule work rather quickly and we'll jump into the Gantt view and how you're going to do that there. Then they also need to be able to sort of see if the system is up to date, because your project managers are going to be the one sort of managing those projects and making sure that the team is holding to those due dates. But they're also going to be the one that's going to be sort of your ClickUp champion as well, to make sure that they're auditing the system, making sure everything has an assignee, a due date, time estimate, things like that. So it'll be kind of managing the system as well as the projects for those clients. And then beyond that, you also have your leadership, which your leadership team is most concerned about, sort of, how are our clients doing? What's the health score of those clients? Get a little bit more detail into that health score as well. How is the team doing overall? Overall and sort of pacing towards those projects too. And then how is overall agency health looking at things like profitability, utilization and so on and so forth. That's what your leadership team is going to be most focused on. And so from there, in addition, you also have your clients. Obviously your. Your clients are the ones that need to have full clarity into what you're doing for them. So there are ways inside of ClickUp that they're able to see and you can create sort of portals and views for them to know what has your team completed for them, what is your team working on right now and what are the results of that work as well. So these are again the main sort of roles for your agency here that you need to be sort of building specific views for so that each of them can do those specific things that they're concerned about. Well inside of ClickUp and I'll stop there. Kuba, do you have anything to add to that or Anything you want to point out that maybe I missed? Otherwise, I'll kind of continue on with the, the presentation, I guess.

Just a question that I would throw the audience's way. Watchers and listeners, do these roles make sense for you? Is there a particular role that you really care about for this presentation where we can spend a little bit more time? Are you seeing an additional type of role or some nuance here that you would like to learn more about? Or what about this type of position in this type of situation? This is a live stream. The content is supposed to be tailored for you. So do hit us with any kind of specific questions that you may have about that. This is the system that we came up with Based on over 3000 ops implementations for various types of companies. But yes, primarily agencies. But there's always nuance to be explored here. So I just wanted to throw that your way and don't be shy to leave us a comment about that. And that's it.

Cool. Thanks, Guba. And yeah, so as you said, I mean, some of these names are going to be interchangeable. Like sometimes individual contributors are worker bees, or these can also be like contractors and things like that that you're working with. Account managers, sometimes they're, they're team leads. So some of these can be interchanging. And as you kind of, depending on the size of your business, sometimes this might be a merged role. You might have an account and project manager kind of combined into one, but sometimes as you continue to grow, they might be a little bit more expanded as well. So again, these are just sort of the five main sort of layers that we're going to be looking at for, for the most part. And I'm going to jump very specifically into these three main ones because that's really what we're looking at with our resourcing flow here inside of ClickUp. So the way that we look at it, especially for agencies, the way that works sort of passed along in the system. And this is really where we're going to be starting to jump into views and how these look and how they can do their jobs well, as you can see here. But you really have your demand seat, you have your resource seat and your fulfillment seat. So your demand seat is those account managers, the ones that are really having those conversations with clients and working with them on strategy and really building out like what we're going to do for the specific client to help them see the results that they came to us for. So that's your demand. Again, those are the account managers, the ones that are talking with clients all the time. So really what they're going to be doing is again, they need to be seeing how well those projects are progressing. They need to be able to deploy a lot of those process templates in the system. Then you'll be able to keep track of all of that. So that's really your demand seat. Now your resource seat. This is going to be more of those project managers.

Sorry, Jeff, could I stop you for just a second? Is there any more zoom available on this? Could you click the full screen on pitch in the bottom right? Because I can't make out the names of the views.

Let's see if I can do it. Doesn't look like pitch is zooming in.

Yeah, but that the icon. Not this one. Try this one.

Yeah, it's not zooming in.

Okay, so maybe just read them out loud so that people can get them. Yeah.

Mostly focus on demand, resource and fulfillment. We'll jump into a lot of this stuff later.

Okay? Yeah, okay, nevermind.

Now. Yeah, now back to it. In the resource seat here again, this is going to be your project manager. So really your demand and resources teams are going to be working together or these roles to really demand is the one building sort of the strategy and figuring out, hey, this is what we need to do next. Maybe now we need to launch a Facebook campaign or maybe we need to get a new blog post for this specific keyword, whatever it may be. Now they're working with a resource seat and the resource seat is going to be going to that workload. They're going to be looking at timelines and they're going to be coming together to figure out what is the realistic timeline of when we can actually complete this specific deliverable or project for this client. And so they're both working together again. The demand is going to be using that account manager view, their all these other views that we'll jump into a little bit. Then the resource seat is kind of looking at the workload view for their team and then looking at how they can actually assign that work out for specific people. But these two are really working together to build that strategy and the realistic timeline for your clients. And then fulfillment seat, this is really all of your individual contributors that are most concerned on their tasks that are going to be assigned to them. So they need to make sure through the demand seat they're getting all the context they need from that client so that they can do their work best the first time around instead of having to redo it because they missed some of that context. With a client. So Demand needs to make sure they're sharing with that with a fulfillment seat. In addition, the resource seat is going to be communicating with the fulfillment seat to set those due dates and sort of timelines overall of this is what you need to prioritize inside of click up there for you to actually complete that, to make sure that we're pacing towards those client deadlines. And so again, these are the three main roles. Demand, really your account managers building that strategy. Resource seat is your project managers that are here to actually build the timelines and fulfillment are the individual contributors are going to be getting that work done and completing it on time. And so again with all of this, we have a bunch of views built out for each individual person here that we'll jump into in a second. But a lot of this is going to have to do with the processes and the habits too, instead of just the technology. That's sort of a core piece of the ZenPal methodology is that your project management system can only do so much. The technology might be best in class, but if you don't have the process templates built out and you don't have the healthy habits across the team, it's not going to work out all that well. And so again, these are the main three seats that we're going to be looking at today. And so now I actually want to jump into ClickUp, because I know that's what you all came for. But I first want to start before we actually jump into any sort of Vue demo with all these different views that I've discussed, I want to talk about what's actually included in views for those that might be not so used to using ClickUp and ClickUp views. And so looking at this, the main features and pieces of these views and what really makes views is all six of these different items and the first one is going to be the hierarchy. So as I jump into ClickUp here, and if you've used ClickUp for a bit now, you'll know that ClickUp has a distinguished hierarchy with the workspace level, which is sort of your everything level, where you can see all work across your workspace. So if I created a view at the everything level, I'd be able to see everything that's inside of my ClickUp workspace. Now I have spaces as well, which I can break up for our agency model. We always typically do growth delivery operations. Those are really the main buckets of your agency. And if I were to create a view at the space level, I wouldn't be able to see everything. So if I created a view at the delivery space level, I want to be able to see work in the growth or operations, but I'd be able to see all the work across my delivery space here. In addition, after the space level, we now have folders. So if I created a view at the folder, I'd be able to see all work inside of this specific folder. And so as you can see, like I can create a view at the delivery level to see all work across the delivery space. I can create a view at this folder level to just see work for Shrut Farms, which is one of our clients. And then if I wanted to just nail down into a specific project or maybe a retainer or contract list that I would have for them, I can go down into this retainer list and build a view here at the list level as well. So again, I can build a view at any level in the hierarchy. So depending on where that view sits, that's how much information I'm going to be able to actually see within that view. And that's why it's so important to have a good hierarchy before you jump in any of this. Because if you don't have that appropriate hierarchy, it's going to be way harder to see that information. Especially when it comes to account managers. If I have a, if I don't have a delivery space and all of my client folders are spaces instead, it's going to be much harder for me to see as account manager work across all of those different clients. As opposed to this, I would be able to create a view at the delivery space, see work across maybe Shrut Farms, Dun and Mifflin and Michael Scott Paper Co. If those were my clients. So that's the first piece after hierarchy is really the type of view. So this is where a lot of different project management systems have all the different types of views you could ever want. Whether it's a list view, a Gantt View, Doc, Calendar, board, table, all the way down to actually embedding views inside of ClickUp, you really have a bunch of different options that you can leverage. So really depending on the personality of the person, like some people like list views, I love list views. I think it's very easy to see a lot of information. But some people love their Gantt views or their board views. I know a lot of people live out of that board views just like that's the only view that they look at. So you do have a lot of options here to create a lot of different types of views. Again, each Individual location of wherever you want to build that view. After type now is really the main pieces of the view here. So we have columns, we have filters, we have ways to group that view, and we also have settings. And this is where it can really start to get very, very confusing. And so columns are essentially like your custom fields. And that's why custom fields are super important, because you can use them in both columns as well as everything else in here with filters and groupings. So, as you can see, this is where people get confused is each individual view that I have here has all of these different columns, and I can edit this to only see what I need to see. So whether it's custom fields or it's ClickUp, native custom fields in here, I can come in here and I can add that to my view just like that. And I can also hide this here as well. And so the reason people get confused with this is because if I were to hide this custom field right here, task type, now people think that that's disappeared and sorry, I just backed up there. There we go. Some people think that that's disappeared, that that custom field no longer lives on that particular task. But that's not necessarily true. If I go to add columns, whether you want to do it that way, or add a column over here, I can easily come here to show hide, find that task type custom field, again, make it visible. And then as you'll see, that data didn't disappear, it's just not shown in that view. But columns are one core piece to a view, because I'm able to see sort of assignee, due dates, time estimates, whatever I want to see. But if I were to go into a task here, I'd be able to see all the information there as well. And now after that, again we have our filters, which this is again where it gets even more confusing because I have the opportunity to take a view and filter it down with all of those different data points inside of ClickUp. So whether it's statuses, and I only wanted to see tasks that are related to a close status or a block status, or maybe it's when due date is overdue. So if I just wanted to see overdue work, I could do that. If I wanted to see where it's just a certain assignee, I'd have that ability. Or even our custom fields that we add to ClickUp, which is why again, custom fields are so important, because that helps us filter down by specific tasks that have that data point on them. So again, there's a lot of different ways that you can filter tasks down with these filters, it's going to make tasks seem to disappear in that particular view, which again, gets people very confused, because they don't realize that that filter is applied to this view. They come to it expecting to see a task. But if I have a status is closed and that task is not closed, I will not see it on that view. And that gets people rather, rather confused. There now is grouping. And so grouping gives you the ability to take something like due date or again, all basically those things that I use for filters, whether it's a specific custom field, whether it's a status, whether it's due date. As I showed you here, I have the option to group them. As you can see, they're grouped by due date, which is showing me the future tasks are overdue. So I can group them just like that, which I'll show you how we actually use that grouping in just a moment. But that's also another option that you have on these views, because I could get rid of this just like that. And then it's not going to group those tasks up, but if I want to see them group by due date, that just makes it a little bit easier for me to read what's in this particular view. Then you also have all the additional settings that come with this. So you'll see a lot of different things here with your subtasks. I can make them as separate tasks, I can expand them, but I also have everything that's over here in either the options or the settings. And you'll see all those, those options that you have here as well. So some things like, and we'll get to this when we actually talk about the individual contributor, my task view. But you are able to show things like task locations. If you want to put some breadcrumbs on here. I can do task properties, subtask, parent names, I can wrap text. So there's a lot of different options that you have to really set up these views here. In addition, you also have the options to make views private or public. Oftentimes a view is going to be public unless I otherwise say it's private, which is again why people get very confused in the system. Because when I say a view is private, that means only I can see it, only I can edit it. But otherwise the view is going to be editable and be seen by everyone else in the workspace. And people don't realize that. They think this is like, hey, my private ClickUp workspace. What I'm seeing here, with all These views at the top only I'm able to see. But that's not necessarily the case. Only if you turn to a private view is when you'll be able to only see that for yourself. In addition, to help sort of make sure that no one's editing this view, you can protect it so that people can't go and edit these columns, people can't go and adjust anything on there. So that gives you a little additional security to make sure your team's not going crazy and making things hidden there. So a lot of different options there. In addition, the one I like, if you have a particular view that you always want people to see when they come to a specific location, you do have the option to set as default view. So essentially what that means is it puts a little home icon on there. Anytime I come to this Root Farms folder, that view is going to be what? All right, sorry, I was at this list here. That is the view that's going to be shown to everyone, not just me, anyone that comes to this, they're going to go to this particular list view because I put that, that little home icon on there. And Kuba, anything else to add there? Otherwise I'll jump into some VUE demos there. But that was sort of the gist of what all is included in views here.

On that last point, I just wanted to say that is so key, because this is something that I hit, you know, back when I was using ClickUp before zenpilot with my previous team, a snag that we hit often. It was like, you know, we, you know, technically on paper, we had the same tasks in the system, but somebody went to like, a typical scenario is like one person opened the folder and another person opened a list under that folder, and they were seeing just different things. So first of all, agree on the level of hierarchy that you were working on. You know, everybody opens the folder. And second, those default views help everybody see the exact same stuff every time they open a particular location. And that really saves a lot of headaches, and especially that you can set it for other team members. That has saved a lot of time and a lot of headaches for a lot of teams. We have some questions. I'm trying to filter them kind of by relevance to where we are in the story thus far. So are you able to actually check the chat to see the comments there? Because I would love for you to also make an assessment, but one is one person just expressed interest.

Sorry, I was just going to add, I think Suzanne's. It's perfect timing. I could probably answer that one right now as we jump into this Views demo. So let's tackle that one.

I'll read it out. Okay. I'll read it out for the people kind of listening and ironing in the background or something. I know I've done it. Suzanne is asking, can you advise what we should do when there are sub tickets on the person's name and when I filter on their name, the sub ticket doesn't show? Or is that what you meant with that? It disappears?

Yeah. So how I was going to answer this one is there's a chance and by sub ticket I'm guessing you might meet Subtask. If that's the case, this is probably what's happening. So let me show you by going to this My Task view. So while I explain that the My Task view is again the view that every person on your team should have. And so this is one that you'll want everyone to set up either themselves or you can do it for them. But just make sure this is one that I actually go ahead and make it a private view so only I can see it that way. No one else is actually going and editing this because I don't want them to. This is the view that every single morning I'm going to come to. As you can see, I have this favorited at the top up here in the favorite of you. It's rather easy. You just have to come here and hit the favorite view. It's removed from favorites. Now let's jump back to add to favorites so that you can actually see that. So that's going to actually pin it to the top here. Now it's over here. But the My Task view is again what everyone's going to be coming through on a daily basis. They're really going to be living out of that My Task view as well as the inbox to see their notifications. This is where I'm going to see all of the work that's assigned to me. And the way that we work in Zen Pilot is all of our work is inside of subtasks or at least like 95%. Because if I go to this process library and jump into. Let's just jump into this real quick. Let's find a template. Da da da. As you'll see, this is the work that's going to be assigned in the future. And so this is a template that I would then save and deploy into my delivery space. And each one of these tasks are tasks that I could potentially get assigned to. And again, these are Subtasks underneath a parent task. And so if I go back to that my task view, you'll see these are all subtasks. I have settings turned on where like this is the parent task name there. So all of my breadcrumbs are turned on. And then I also have like this is the list that it's in, this is the folder and then this is the space so I know I'm doing this Round one QA and send mock up to client for review for the Pinterest campaign in our retainer from Michael Scott Paper company For Michael Scott Paper Company the client in our delivery space. And this one, it's due. It's a little overdue. Sorry I'm falling behind on work here. But the big thing here for Suzanne is there's a chance like if I were to go and collapse all of these because I'm signed to these subtasks that's going to make it so that it's not going to show up for me. I need to make sure that as separate tasks is turned on. That way it takes all of the subtasks that I'm assigned to and basically breaks them away from those parent tasks that I'm able to just see the subtasks in this view. So that's a big one. Again, if I were to collapse all of these and if the assignee is me, just like that, that's going to make it so that I can't see them. So make sure if people are assigned to subtasks or sub tickets, as you said, just make sure that's shown and that might be the reason that it's not showing up for you. So I would do that to make that visible.

I would also say make sure that the view you're using is living on the appropriate level in the hierarchy. So like to be sure that you catch absolutely everything, make it live on the everything view because that's another way that I can see that they would not be caught. Right. If they're in. If you put them on the level of a space and the subtasks live in another space then that would make them not show up as well.

And Kayla, Kayla has a good question here too about what's the benefit of using a pin my task view versus list of tasks in home and the reason this is actually like a something that we built in Zenpilot before the home view became much better inside of ClickUp because before the home view you had no opportunity to really filter things down all that well and you couldn't customize that home view all that much. So either works now because the home view is much better than it used to be and they have a lot of different options. I still like this because it's easy for me to pin it to the top, so it's super easy for me to find. I still like the layout. I don't get distracted by a bunch of different stuff. It's just, all right here, this is my tasks, and then I can customize this with the columns that I want so I can easily come in here and track time. But yeah, Kayla, that is a good question. The My task view is not as important as it used to be a couple years ago, until 3.0 came out and that home view became to be more customizable because the biggest reason it wasn't working is in here I'd be able to filter out, like if I just wanted to see a location, a list I could say is not or is. And like for instances where maybe you are assigned to a task in the process library or maybe a CRM system inside of ClickUp, I was able to filter out inside of this view, and I wasn't able to do that in the home view before. But now that you're able to filter a lot out in the home, you can use either or whatever is best for your team. But again, just make sure people have something like this that they can use to track priorities, to track due dates, and to see the work that's assigned to them, because this is super important to make sure your team's going to be more productive and follow sort of your timeline for them in these due dates. But good question.

Yeah, I mean, I would say again, the home view caught up in a big way to what a list view with filters can do. But still, what I, you know, looking at ClickUp's history, like the list view and all of its filters and groupings and settings, it's like it's the single most mature feature I think that ClickUp has. It has, you know, the maximum amount of settings you can protect, views, duplicate views, favorite views, et cetera. So I think that there's a lot of benefit to doing it that way. Maybe address the quick question from Adam there and then move on to the rest of the. The content for now and we'll address the other questions later. Does that make sense?

Yeah, let's do it.

The question from Adam is, can I make a view, a favorite for all users with a filter of me mode?

Now, they'll have to favorite these each by themselves, so that's why it's always important to train your team on how to do all this because you can't go like some softwares you can go and just act as them. So you could log into their account and impersonate them, but inside of ClickUp you aren't, aren't able to. So you essentially have to kind of walk people through this, whether it's pre recorded training or live training, kind of help them set it up for themselves. So yeah, you'll have to go and favorite this or they'll have to favorite them themselves. You can't do it for other people.

Some of the other questions are about the other, the other roles. So let's just move through to the other roles and everything else that we've got in store here for today.

Yeah, so the next one I want to jump in is to your project managers. And the biggest thing here for again, this work, project management work, account management work, is you're always going to want to have a process library like this because this is what's going to fuel all of your views because views are not going to be all that helpful if you don't have like the tasks and subtasks with all the due dates, time estimates and all these custom fields. So you want to make sure that all of your tasks going into the system are populated with the necessary data to be able to filter out and actually make good views for your team that are actually useful and have what they're actually looking for. In the case of project managers, one of the big things that they're doing is going to be assigning workout, looking at workload and also remapping any due dates. And so really to do that is I need to make sure a I have all of the tasks in the system that have due dates, that have time estimates and are assigned out, because that's what's going to be populating my workload view in the future. But I also need to have things like dependencies built into each of these as well, because this is what's going to help me remap those due dates in the future. And so the more that I have those built out as process templates, the much easier it is for me to just deploy those over and over again and not have to go and add all dependencies and have to go and add all the due dates and the time estimates, it's going to make it very difficult to be super repeatable. And you're going to have a project manager basically adding in tasks as their full time job and not actually being able to manage those projects. So you want to make sure you're very repeatable and systematized. You need to make sure all these are saved as process templates. We have a lot of resources on that if you want help on that. Otherwise, that's the huge benefit of working with zenpal is we can help you build all these out so your whole business is really systematized and you have all these as reusable, repeatable process templates. But anyways, through this, what this is going to help me do, and one of the biggest views for those project managers is going to be using the custom fields like a delivery role to assign work out. And so this is where I'm going to start grouping work together. So if I go to this task assignment view, you'll see all of those tasks that I had. If I go back down to the process library, sorry, we're jumping around a lot. But you'll see all of these tasks here have a delivery role tied to each individual task. And so that custom field is essentially telling me who should be assigned to this in the future when I actually go deploy this process template. Because I don't want to add assignees to all of these tasks because what that's going to do is it's not going to be building this process for my business scaling. I'm not always going to have one person that creates the podcast strategy, one person that writes the podcast outline, that is someone that might be doing it today and they might be filling a bunch of roles, but as you continue to grow, that might switch and you might not always have the same senior strategies for every client, so on and so forth. So things like that, I want to have a role custom field like that to use to assign workout in the future. So for them, when it actually comes to assigning that workout to their team, one of the best views you can create is this task assignment view that is essentially grouping by delivery role, just like that. And then I'm showing the subtasks as separate tasks. And then as you'll see here, I'm just looking at this. So if I were to ploy a new template into this list here and then go up to the folder to see that task assignment view, these might not all be assigned to myself. They probably won't be. In addition, if I needed to reassign work, which I'll show you how to do that here, just because it's all set up for me, I could use this. And this is why it's super powerful because all I need to do is grab all of these tasks that should be done by a strategist. I can come here and I can use the Bulk Action toolbar, which the UI actually just recently changed for this. So it's a little bit different now. But I can come here and I can go to the assignees and if I wanted to unassign this so that no one's assigned to it anymore. And let's say the strategist for this client changed to Kuba here. As you can see, that's how easy it is for me to actually go assign this work or reassign work because now all the strategist tasks are now assigned to Kuba. So that's going to make it much easier for me to assign that work. And that's again why I need that custom field built into these tasks and then use this grouping by deliver role inside of this particular view. So that's one of my favorite views for project managers. In addition for them is the deliverable progress view, which this is. Or sorry, not this one. Let's go into date rescheduling. This is a gantt view that I'm going to be leveraging all dependencies I built into that process template to reschedule work. And so there are ways inside of ClickUp you can do it without this like remap subtask due dates, which essentially what that does is that Qlik app just allows me to remap the parent task and then all the other subtasks will go with it. It's not as helpful because it's not as flexible and you can't skip the weekends when you resign or remap that work. And so what I'm going to be doing in this camp view here for my date rescheduling view, I need to go into customize and go into these Gantt options and you'll see a few options. I want to make sure I'm hiding and skipping the weekends and I have rescheduled dependencies turned on. Those are super important things for our Gantt view to be able to remap work with those dependencies and be able to hide and skip weekends so that I'm not scheduling work on a Saturday or Sunday. And through that what I'm able to do is you could see here, let's say which common example of this is see we in our process we have send blog to client for review. When Kuba does that, he'll close that task. And now we're waiting for the client to get their feedback. And so oftentimes this is where a deadline gets pushed or the client doesn't get back to us in time. So for that, the project manager says, hey, we need to reschedule this. Please let the client know this is not necessarily our fault all the time. Sometimes it's the client didn't get back to us. And so I'm able to push that out. As you'll see, that's going to push out all the other tasks that are downstream from this one and that's going to tell the client, hey, because you didn't get back to us, that's pushing out your blog post to the 21st instead of the 19th. In addition, as you'll see, none of those are going to fall on the weekends. And I've just remapped this whole sort of workflow or this deliverable for the client and they'll get that update there as well, which I'll get back into the client portal at some point in this session.

You did all of that in one move too, right? That's pretty amazing. I just had a conversation about this. I was trying to tell somebody about the Zenpilot system and I said we have a lot of subtasks because each subtask should be one person, one sitting, not exceeding four hours. And the pushback that I got was okay, but then if timelines shift, how am I going to remap all of these subtasks? It's going to be so much work. And yes, there are ways to do this that are going to eat up a lot of your time, but if you use the right view in the right way with the right settings, as Jeff just showed you here, it's just one move and it's all done in one stroke. So that's a key tip. That's one of the kind of biggest Zen pilot ninja moves that I learned ever since joining here. So I wanted to just kind of emphasize it and yeah, that was just a comment that I wanted to add in there. By all means, go on. We do only have like 15 minutes on the clock, though, for this. We can go a little bit over, I imagine. But yeah, just letting you know about.

The time, Jeff, I'm pushing forward and continuing on with the project managers. Obviously, one of the biggest ones for them is going to be the workload view here. So. Workload view, there's not any crazy settings we're going to put in here, and I'd actually recommend you build out the everything level. I struggle to sometimes get that to load when I'm actually sharing this on a Live stream. So I just went to the delivery space. But the everything level is where you'll want to put your workload view. Just because that's going to show workload across everything inside of your workspace, which is super important. But as you'll see here in this, again, not anything crazy for me to kind of discuss. The one thing I want to harp on here, which is super important is again, remember to actually get an accurate view of workload, all of these need to be. All the tasks need to have a time estimate on them, they need to have a due date and they need to have an assignee. And then the methodology at zenpilot as well as the due date is the do date or when it should actually be done. Because as you'll see as you do that, if I have a bunch of these like that, that's going to make it way easier for me to look at all of these tasks and what's actually going to be done that day. And if I need to reschedule anything or shuffle anything to someone else, as you can see, I have a bunch of tasks assigned to myself on this day. If I needed to reassign it, I could maybe push it on Kuba's calendar with a drag and drop drop or I could do it inside of that assignee view as well. So there's a lot of different options I have here. But if I make these a little bit more bite sized pieces with my tasks, it's going to make it way easier for me to manage workload and push tasks back and forth to just make sure that we're not overwhelming the team. This is really where I can start to see utilization. I could see who's over capacity, under capacity and things like that. But a way to really feed this well and this is where it comes in with some project manager views and a view that I really love. And there's a bunch of different ways of doing this. You can either separate them out. As you can see, I have like a no due date view and no time estimate view and no assignee view. Or I could just create a whole QA view at the everything level that basically what this is doing is I'm going to group all these tasks by due date. I don't really have to group these if I don't want to, but I'm going to put some filters in here where essentially the due date is not set, the assignee is not set, or the time estimate is not set. And so what that is doing for me is it's creating A view that allows me to kind of come through and see where maybe one of those three critical components is missing. Because again, remember, for that workload view to be accurate, you need an assignee, you need a due date, you need a time estimate. So if one of these elements is missing, it's not going to feed that workload view. In addition, it might make it so something slips to the cracks. Not necessarily with a time estimate missing, but if I don't have an assignee and if I don't have a due date on a task that's going to make it. So no one knows knows when it's due and no one is assigned to it. So it's not going to fall in anyone's my task view. But if I come here and I add in another column that's created by which is going to tell me who actually created this task. So again, to add a column I could come over here and search for created by, just like that. As you see, it's already turned on. But once that's showing, I can see that Alex is the creator of this task. If I wanted to leave a comment, I could to say, hey, Alex, who needs to be assigned to this task? Um, so I could ping him if I need to. Otherwise, if I knew who this needed to be assigned to, I could easily come here and I could say, hey, this is assigned to me. As you'll see, because it's no longer going to meet the filters, that task will eventually disappear from here. See, now it just disappeared because it's assigned. And so basically your project managers will have a view or this could be a dashboard. There's a bunch of different ways of doing this to come through every day to make sure every task has an assignee, every task has a due date, and every task has assigned a time estimate in your workspace to make sure they're auditing the system on a daily basis to make sure that workload view populates and just to make sure that nothing slips through the cracks. So again, that's your project manager views. Now I want to transition a little bit into the account management views. And I know we're in a time crunch here, of course I always go way over time, but your account manager is the most important one they're going to have. And this is why it's so important to have your spaces and your hierarchy built out correctly and, and also have some custom fields is because I can go to the delivery space now, which is again, this is where all of my client focused work is gonna live and all these folders are representing my clients. And I can actually create a view here for my project managers to be able to see all the work that is due with their clients. And so if I come here, this is the liberal progress view. As you can see, what I'm doing is grouping by client. And then I also have a custom field filter where the account manager is Steve. And so what I'm doing there is again, anytime a task gets put into one of my client folders, I actually have an automation built out that all of those tasks will get that Steve Account Manager custom field assigned to it. That way it populates into this view. So that might be a little bit extra complication. We have some resources on that to kind of help you build that automation, if you have any questions on that. But essentially what I'm doing is I'm going to be populating that view by any time something gets added to one of these folders that's going to add that account manager is Steve custom field to it and make sure it gets put into this view. So now what Steve is able to see in here is his clients, we're grouping by clients, and he can see all of this work, either stuff that's closed or stuff that's open. And he can start to see the progress of all this. He can see the time estimates, he could see when it's due. If he needs to jump into any communication, he's able to do that as well. So if I jump into this, I'll see sort of what's happening in this deliverable as well. I can jump into all of this documentation if I build that single source of truth for that. It's super helpful for Steve to come in here. He has the progress bar, which is another custom field that can be added inside of ClickUp. And they also have AI summaries as well that you can leverage if you have ClickUp AI, which essentially allows me to basically just look at, I can populate this if this has been completed, if people have left comments in this workflow, I'll be able to see what that summary is of that as well, to make it very easy for your account managers to see what is happening across all of their clients and then dig into what are the actual tasks that are still open for each of these as well. So that's going to be the biggest one for your account managers that I highly recommend that you have. And again, that all stems from having a good hierarchy, a good folder structure and things like that. And so now as we move again we have eight minutes left here, so I'm going to continue flying through these. One of the big ones for your leadership team as we stem away from account managers is going to be something like a client health tracker. And so this view is a little bit different because this is almost like a standalone sort of space and product inside of your ClickUp workspace here. But you want to have something like this built out for your leadership team. It's super important. This is kind of separate from all the work that's happening in here, but it's kind of living side by side to it. And so we call it an agency client Health Tracker, Account Dashboard, Delivery Focus, CRM. And essentially what this is is this is just a place for me to store all of my client data. So I have all of my clients here. Advanced Refrigeration, Dunn or Mifflin, as you'll see, that's kind of mimicking what's shown over here. And all of this is a view for your leadership team to come in and see what's the health score of those clients, what's the status of those clients, what services are we providing for them, what kind of comments have been left? So this is something your account managers are actually going to fill out on a weekly basis just to provide some detail into that health score. And so we're basically storing just all of our client information in one location so that your leadership team has a good sort of high level overview of how our clients are actually progressing. And so that's super important to have. This is if I could recommend anything inside of ClickUp, especially for those that are agencies or any sort of professional services firms build something like this out in ClickUp. And the reason I don't have this in some sort of sales CRM like HubSpot or Salesforce or anything like that is because this is right next to the work that's actually happening for these clients. So I'd easily be able to go and say, hey, Serenity by Jan is a 2. And I can jump over here to see their client folder really understand what is happening with Serenity by Jan of why we're getting a 2. In addition, if your account manager is leaving comments, you'd have all that context, all the information all in one place. So it's much easier to prevent things from becoming fire. So we can be more proactive if, if the account manager feels like the relationship is not going as well, or maybe we're a little bit behind schedule, they can put the health score down here, they can leave a comment Say, hey, maybe we need to bring someone else into this account to help out here. So you get a good sense to be a little bit more proactive as opposed to reactive and having to put out all those client fires. So that one's going to be huge for the leadership team. As Kuba said, there's a lot more when it comes to reporting as well. We could probably do a whole separate webinar on how you can then take all of that and start to get sort of a good profitability analysis for the leadership team. As you'll see, this is not necessarily a ClickUp dashboard. This is more of something that we can pull ClickUp data out and combine with financial data to be able to see all that information. But we're running low on time, so this is something we'll probably do a whole separate webinar on. The last view, as I fly through all this that I wanted to focus on to make sure we got to is the client view. So as I build out all of this and sorry Kuba, I know we're running low on time, but I want to make sure we talked about this. The last view I can create here is once I have all of that work built out like this with the parent task and subtask structure, and everyone sort of has healthy habits in here to actually close their tasks, to mark the statuses, whatever they need to be, I can build out a client portal that's going to look just like this. And so as you'll see, what that's doing is this is a public link I can send to someone like True Farms, I can have buttons on it here and I can send them that progress report. So as I was over here, as you can see, all of the tasks that are here, like the meta campaign, the blog post that's all being populated automatically into this public view for them to see and know exactly what the progress is, what the status is, when it was due to, and so on and so forth. In addition, all those completed projects are here as well. And then any sort of current analytics, meeting notes, things like that, I can put that all into a portal, send them a public link, and they get all of that in one place to really know what we're doing for them, what we've learned, what's the project, updates on, everything, and so on and so forth. And so really, as you'll see, the base of that is me just building a document like here, embedding some views that I've created at the folder level, which is super easy to do if you have any questions about that, please let us know. But it's super easy for me to build this out and just give our clients a good progress report without me having to go and do a bunch of manual effort here. Just automatically updates as the team closes that work out. But those are the main views. Again, I know we're running low on time, and if there's any questions out there, feel free. Now is the good time for us to tackle those.

Okay, great. We have a few more minutes on the clock. Do you have a hard stop in four, Jeff?

I'm good to go. Keep going if we want to.

Okay, great, great, great. So thanks for that overview. Let's see, where do we even start? Okay, here's the newest one to start. Where does the health data in the client health tracker come from? Are these pulled from a custom field in the delivery space?

Good question. So that is actually just a custom field that it's. It's not pulling anything from the delivery space. This is just one that's added to this specific list. And this is populated either on a one to five scale or it could be green, yellow, red. Your team, your account managers on a weekly basis will be filling this out as well as kind of going through and providing a little bit more detail onto the health score. So it's nothing that's automated. This is just a habit that you want your account managers to have every time. Maybe they jump off that weekly meeting pulse, or maybe that's bi weekly. They go ahead and mark this so that everyone else on the team knows, especially that leadership team.

Okay, great. Adam's also saying, would love this slide deck. I mean, some of this is a screen share and you'll also have the recording of it. But to share the slide deck itself, we can share that in our newsletter. Zenpilot.com Newsletter Sign up. I'll be sending the next newsletter probably tomorrow. So if you sign up, I'll make a note to share the slides from this as well. I don't think there's any Armin that for us to share. Chelsea had a question. Are you seeing Chelsea's. Can we answer that one?

Yep, we can answer that one.

Let me read it out. Chelsea's asking, how can you limit access to internal project communication in the client portal?

Good question. So I actually have a whole video on this that I can send you, Chelsea, that walks through. Like, how to actually do that. But what I'll say here, just for everyone's sake, is the way to do that and the way that I built it out is because I'm building public views for them. So if I come here, you'll see I built this progress view just like this and then I also have the completed deliverables view built out. So essentially what I've done with this is I've made this a public view and then I embed that public view into that sheet. So if I copy the public link just like that, and then I go back up to the folder level and come here like this and actually go to that True Farms portal. That's what I'm doing. So this is not like a private view that they want to be able to see. This is a public view which is going to limit their access to any of this. Even if they are in your ClickUp workspace as a guest, they won't be able to see that communication because I'm embedding a public view. And also the. I've also used the table view a bit more just because that one limits a little bit more as well instead of the list view too. So you have a couple different options. Again, Chelsea, I'll send you a video that walks through how to do that.

Okay, lovely. There's this one from Kayla from earlier, which I wonder if he addressed kind of to the full extent. Let me read it. For smaller agencies where leadership or account managers may also be performing individual contributor tasks, would you create a separate role for that or would an individual jump back and forth between views?

That one is still going to have like, not necessarily separate role. Like a leadership team member is still going to have their own My task view. So there are obviously like if they're still an individual contributor and they're on the leadership team, which is going to be the common scenario, everyone is going to have that my task view for them to do. So this is not necessarily limited to just people that are only in that seat. This my task view is going to be everyone in your ClickUp workspace should have this because everyone's going to have work that's due on a daily basis. So yes, it's not going to be. You need to create a separate role or anything. Just everyone should have this view built out for them. So hopefully that answers that question.

Okay, lovely, lovely. Let me check if there's anything else. We had this one about surfacing the most recent or key interactions with clients. I think we may have answered that along the way. I mean this one going to display it briefly.

Interested in the account manager role? Have you found a view or way to service the most recent or key interactions with clients? I'm guessing this one is more of like, hey, has the account manager then provided that detail and that context to the team? And this one is not necessarily a view, this one is more of a habit from the account managers. So a couple different ways of doing that. Is one, obviously we talked about this health tracker, so whether it depends on who you're trying to get this information to and what the information actually is. So the health tracker is going to be a good way to kind of give an overview of the client relationship. So I'd always say your account manager should answer questions like why would the customer be unhappy? Are you happy with this account? Have there been any changes in strategy or timeline? And what do you need help with on this account? That's going to be a good high level overview, especially for the leadership team. However, in addition to answer this question in more detail, Chase two things here. The first one is if the account manager meets with a client client about a specific deliverable like for, let's say this meta campaign, they should always be providing that context into this task right here. And we always say all the communication should live in the parent task. That way there's a single source of truth for that specific deliverable. That way anytime an individual contributor comes in here and say they're completing the design edits from the client, they can navigate to the parent task and see all of that here. That way they do work right the first time and they have all that client client context in one place. In addition, what's also helpful is the way that I have this hierarchy build out. You also want to have like docs here for your meeting notes and things like that. So anytime the account manager has a meeting with a client, they should be taking those notes inside of this document here just like this and then any of that information, like if I want to share a specific like block link or something like that, I can take this and I can actually copy it and send it directly or even this whole document if I wanted to into that parent task as well. Just to make sure everything's sort of tied together like that for the rest of the team. So always have your meeting notes with the clients inside of ClickUp like that and then also provide all of that context into the parent task as well to make sure everyone knows what's happening.

Okay, lovely. And I think that was the last question Adam is saying. Kuba, can you post the link to the newsletter zenpilot.com or just go to zenpilot.com and the newsletter is under Resources. It's also in the footer. I also posted it in the comments on LinkedIn, but LinkedIn doesn't like comments with links, so that might have been filtered out on your end. And yeah, I have a few final slides to get through here. Jeff, you've done so much good work with this presentation. Well done, well done, well done. And thank you so much for staying a little bit over as well. And everybody else, everybody else who stayed over as well, thank you so much for doing so. So we've got. Okay, these are the slides that you went through. I just wanted to let you know that if you want more individual guidance for your specific situation, you can book a ClickUp strategy session with Zenpilot here. Zenpilot.com call go meet our team. Tell us about your woes. If you're not a fit to work with us, we'll tell you. If you are a fit, then you stand to gain a lot in terms of productivity, profitability and team health and happiness. So it's worth a shot. And last but definitely not least, we've got another event already lined up. Next Thursday, July 18, Jeff will be going at it again, this time with five tips to successfully implement project management software again based on the over 3,000 implementations we have under our belt here at Zenpilot. Just go to zenpilot.com event this one is a webinar, it's not a live stream, so you're going to have to register in advance for it. And it's going to be on Zoom, so be prepared for that. But it will be more intimate and we'll have a chat all to ourselves and then I can kind of more easily jump in that chat. There's advantages to doing it on Zoom is what I would say, so definitely sign up for that. And that's it for today. Just a few words from people who've worked with us in the past and have had good words to say, but other than that, we'll be finishing up here in just a second. Let me just check if there's additional comments Adam is saying. Enjoyed this. Look forward to future invites. Thank you, Adam, you were nice and active in the comments. Really appreciate that. Thank you, Vivian. Also seeing a lot of comments from you. Shay, you were great. Everybody else too. Yeah, lovely, lovely. That's going to be it for today. Jeff, did you have anything else, kind of final thoughts to share? Anything else that we didn't manage to cover?

No. Again, I appreciate everyone coming out. If you have any questions on any of those specific views or anything like that, please let us know, especially on LinkedIn, I'm super active there. So if you have any questions that either for us to make a video of, to answer just directly in dms, please let us know. But appreciate you all coming out and we're excited for the next event that's happening. What, next week, did you say? Kuba?

Next Thursday? Yeah. July 18th. Yeah. And I will say definitely. One move that's super worth doing is to subscribe to our YouTube channel. A lot of the tutorials are there. Sometimes when we run a webinar, some of it is. I mean, it's expanded, but it's based on the content that's already on our YouTube. So if you want to get that stuff early, our YouTube is a great source for it. We just published some new videos on there. So go and check that out. You can learn from Jeff about ClickUp. You can check out my interview agency owners on the Agency Journey podcast, which I host with great pleasure. So go and check that out. And that's it for today. It's been super great hanging out with y' all here today. I hope you'll have a great rest of the day or the evening or the morning or whenever you're watching this, whether you were watching live or watching the recording. Thank you so much for spending some time with Zen Pilot here today. And hey, whatever your favorite time of year is, I hope it comes soon and I hope you'll enjoy it to the fullest to kind of do a full circle on this one. That's it. Thank you so much. I'm pressing the button to finish the stream. It was great. See you at the next one. Bye. Bye, everyone.

See y'.

All. What a shame, but we have to end the stream. Bye. Bye. Bye.