Using ClickUp FORMS + "Stacking Templates" to Create Projects

If you want to automate project setup in ClickUp, use ClickUp forms! In this Advanced "Stacking Templates" tutorial, I'll show you how to use ClickUp Automations + ClickUp Templates to create custom tasks based on ClickUp Forms. This is a great way to automate project management setup for new orders, client onboarding, HR processes, or really any conditional process! 🔗 Want to try ClickUp for yourself? Support our work by using our affiliate link: https://processdriven.co/clickup?utm_... 🔗 Learn the ClickUp essentials in less than 1 day: https://processdriven.co/services/min... In this video we'll cover: 00:25 Your questions on how your ClickUp Forms equate to custom fields or standard fields 1:13 - Use ClickUp Automations 3:36 - Quick note about ClickUp Automations 4:23 - Sharing ClickUp Forms 5:03 - How can I add multiple templates in ClickUp? 9:39 What if I want my automation to not just apply two templates? 11:38 - Sort by name here and use a numbering system to save your sanity! 👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger... 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm... 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut... 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_so... 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_sou... [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/... 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/sma... 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/min... / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_so...