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The ClickUpWMS Blueprint
Foundations
The Context (14:42)
Your Purpose (3:48)
What Needs To Be Managed? (9:57)
Thing To Keep In Mind (5:11)
Building Your Hierarchy (19:25)
The 12 Workflow Archetypes
Intro to the 12 Workflow Archetypes (3:36)
Templated Workflow (11:28)
Goal Achievement Workflow (10:31)
Cyclical Workflow (8:08)
Continuous Intake Workflow (11:29)
Scheduled Workflow (10:42)
Task List Workflow (9:32)
Categorize And Pick Workflow (15:38)
Storage Workflow (7:19)
Client Work Workflow (9:23)
Object Based Workflow (7:09)
Idea Vetting Workflow (12:16)
Relational Database Workflow (10:31)
Building Workflows Like A Master
Custom Fields (8:50)
Statuses (11:41)
Task Selection & Prioritization (18:37)
Building Views (21:05)
MVS & Effortless Reporting (7:32)
Relationships (Optional) (6:18)
Security (Optional) (4:25)
The Wider Setup
What are the 'D.O.G.S' (1:52)
Operate (6:03)
Grow (6:30)
Sell (11:02)
Migrating Data to ClickUp (3:43)
ClickApps (2:49)
Features its OK to Ignore (9:16)
Team Pathways
Intro To Pathways (9:39)
Anatomy of a Pathway & Implementation Options (20:08)
Additional Pathway Considerations (12:44)
Recommended Notification Settings & Cleaning Up Watchers (3:58)
Example Pathway & Final Steps (6:44)
Optimize For Your Team
The Problem With All Work Management Systems (6:39)
Helpful Additional Structures To Implement (23:55)
Existing Workflow Optimizations (33:02)
Launch, Maintenance & Improvement
Onboarding & Training (5:09)
Maintenance (18:57)
Final Words
Bonus Modules
ClickUp Automation (33:06)
ClickUp Dashboards (41:38)
Helpful Additional Structures To Implement
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