Create budget from new ClickUp task, generate list, and update task with budget link
Create budget from new ClickUp task, generate list, and update task with budget link
Create a budget from new tasks in ClickUp's business development pipeline. Generate a new budget list and update the original task with a link to the created budget for clearer financial tracking.
Zap details:
Overview
Create a budget from new tasks in ClickUp's business development pipeline. Generate a new budget list and update the original task with a link to the created budget for clearer financial tracking.