Client Concierge Part 2 Resources

ClickUp Template

If you have ClickUp, you can download the exact template we walked though in the training here.

Watch this walkthrough video showing you how to download your ClickUp template.

CSV File

If you are using another project management (PM) software such as Asana, Trello or Monday.com, you can upload this CSV version of the template above.

To do this, follow these steps: 

1. Click on the links below. Create a copy of the file as directed
2. The spreadsheet will open up in Google Sheets. Navigate to “File → Download→ comma separated values to convert it into CSV format”
3. Go to the import function of your current project management software to your PM tool of choice and upload it following the platform’s instructions
4. Because ClickUp has additional functionality compared to other PM tools on the market, it is likely you will have to make some edits in order to ensure it is set-up the way the template is in the training video