Thank you to all of you who joined me live! If you're on the replay, welcome! You can skip to 14:58 for when the action starts. 🙏 (RU-vid is weird about letting us trim the video, sorry!)
Omg Layla you are amazing. You understand us small business owners. You explain everything we can possibly have questions for in the easiest way to understand possible. Can't thank you enough for all the free content you put out here
As I mentioned in the chat during the show, this will be a video that will be saved and rewatched many times. Thanks for all the information. I'm glad I made the effort to watch it live even while on a holiday.
I always think of editing the template, is the same as editing a Word document. In order for there to be any editing or updating the template, you will have to use it (open) the doc and make your desired changes, then save that updated version. I have seen edit button in other products without having to (Use Template) but when you think about it, it is really the same step or concept as any other system. Just my thoughts.
Thank you, Layla - I’m a ClickUp beginner and came across this video which has been very helpful. May God Bless You for sharing your knowledge with others.
Great video Layla! This is so crazy how they have built their template system. It’s almost as if it’s going against all common sense. I was sure there is a way to easily go in to a template edit it and that’s it. Didn’t know that the process is so long and complicated. Hopefully they will simplify it asap. ✌️
Great video @LaylaPomper! Thank you. I have a follow-up question. I created a List Template with a custom field to control a task grouping and view order (i.e. 1. Title, 2. Title, 3. Title) so I can organize each section of tasks. When I rolled out the template, my group of users added their own grouping names and order, unfortunately, they added a client name. Now any client who has access to their list, and they look at that custom field, they are seeing other clients' names. How can I use a list template with a custom field which still allows a user to customize, but then hides those customizations from other template users?
