Businessman managing apps on his laptop.
apps

Extreme bookmarking and managing your apps: ClickUp

If you are already using ClickUp in your company, then this option will likely make the most sense, instead of adding another application to your toolbox.

You’ll want to set up a “Table View” in Airtable. I set up a list just for this purpose, inside my main Nerd HQ Folder.

On the surface, this will look a lot like Airtable, with custom label fields for the following:

  • Client/Entity
  • Workspace
  • App/Place
  • URL

Then, just like Airtable, you can add filters and groupings. The main difference is that ClickUp only gives you one grouping level here, and I would submit to you that that is enough. It starts to get clunky when you add more than one – have, at most, two grouping levels.

Of course, as you add filters and groupings, you can save this as a new view.

Here’s a look at everything:

Grouped by client:


Filtered for one client, sorted by App/Place:

One of the reasons I love ClickUp is based on how customizable it is. I can get it to do anything I want!


Get the latest to your inbox

Get the latest product updates and certification news to help you grow your practice.

By clicking “Submit,” you agree to permit Intuit to contact you regarding QuickBooks and have read and acknowledge our Privacy Statement.

Thanks for subscribing.

Relevant resources to help start, run, and grow your business.

Looking for something else?

Get QuickBooks

Smart features made for your business. We've got you covered.

Tax Pro Center

Expert advice and resources for today’s accounting professionals.

QuickBooks Support

Get help with QuickBooks. Find articles, video tutorials, and more.

How can we help?
Talk to sales 1-800-497-1712

Monday - Friday, 5 AM to 6 PM PT

Get product support