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Project Management Inside HighLevel (BRAND NEW 2026 LevelUp Release)

Michael Reimer | HighLevel & AI Systems

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Project Management Inside HighLevel (BRAND NEW 2026 LevelUp Release)

1 514 просмотров · 2 дн. назад
Michael Reimer | HighLevel & AI Systems
5,85 тыс. подписчиков
1 514 просмотров · 2 дн. назад
HighLevel Project Management: Complete Setup, Tasks and AI Automation shows how to organize client work, build Kanban boards, link tasks to contacts and opportunities, automate project handoffs and manage tasks with Ask AI. Start HighLevel free for 30 days and my team builds your account with you inside 7 days: https://www.gohighlevel.com/michael-r... Already on HighLevel? Upgrade here and get the same build: https://www.gohighlevel.com/michael-r... Ad blockers break the tracking. Turn them off before you click or you will not get the build. CHAPTERS 00:00 Introducing HighLevel Project Management 00:45 Find Tasks and Understand Spaces, Folders and Lists 01:24 Create a Private Space and Customize Task Statuses 02:23 Add Custom Fields, Client Folders and Project Lists 02:57 Create Tasks With Owners, Dates and Priorities 03:23 Link Tasks to Contacts and Opportunities 03:43 Add Subtasks, Comments and Team Mentions 04:01 Use List View, Kanban Boards and Saved Smart Lists 04:31 Automate Work With Task Workflow Triggers 04:49 Build an Automatic Design-to-Development Handoff 05:21 Manage Tasks With Ask AI, Claude and ChatGPT 05:45 When to Use HighLevel Instead of a Separate Project Tool 06:00 Bring Client Onboarding and Fulfillment Into Your CRM 06:15 Get Help Setting Up HighLevel WHAT YOU GET WHEN YOU START THROUGH MY LINK Your account set up and running inside 7 days The five pillar system installed and ready to sell Demo On Demand, Sales On Demand, Prompt On Demand and A2P On Demand, installed for you A2P texting compliance registered so your messages actually deliver 288 live calls a year: platform training, sales coaching, technical builds No usage bills. We cover the AI costs. Full breakdown: https://insaneaioffer.com RESOURCES Free community, 4,000 agency owners:   / michaelreimerofficial   AI Inner Circle: https://login.michaelreimer.ai/commun... Book a call: https://zoom.crmpros.ai/bkoch Website: https://michaelreimer.ai ABOUT MICHAEL Founder of CRM Pros. HighLevel named me a Commander, their highest affiliate tier, and certified me as an Admin. 30 years in the fire service, then three seven-figure businesses. I build HighLevel and AI systems with agency owners and say what actually works. Subscribe:    / @michael.reimer   DISCLOSURE I am an independent HighLevel affiliate, not a HighLevel employee. I earn a commission when you sign up or upgrade through my links, at no extra cost to you. This video is education, not financial or legal advice. What you get out of it depends on the work you put in. #GoHighLevel #HighLevel #ProjectManagement