Create client folder, create task, and notify team on new Tally submission
Create client folder, create task, and notify team on new Tally submission
Create a new client folder and task in ClickUp, and notify your team via direct message when a new submission is received through Tally. This ensures faster onboarding and keeps your team informed.
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Overview
Create a new client folder and task in ClickUp, and notify your team via direct message when a new submission is received through Tally. This ensures faster onboarding and keeps your team informed.