If you are an OBM or VA, you probably work with multiple clients. You may be overwhelmed with keeping your tasks straight, tracking time, or setting deadlines. A smooth-functioning task manager like ClickUp will keep you ahead and create an incredible client experience.
ClickUp is great for optimizing your workspace and streamlining your workflow. Here are a few of our favorite features that make life easier for you, your team, and your clients.
One of the great things about ClickUp is that you can customize your views. This will help you work much more efficiently, and each view can provide a unique perspective on the work being performed.
Here are a few of our favorite ways to set up views of projects.
Whichever view you decide, you can Pin it for easy access.
You can integrate your email with ClickUp to directly manage and respond to communications from ClickUp. Using automated actions will save you so much time and energy. And it will open up more space in your calendar to serve clients.
A unique way to use automations is between Facebook Messenger and ClickUp. When a client sends you a message, a task is created in ClickUp. This will allow you to better manage inquiries, feedback, and keep communication in one place for your team.
Learn more about how we use automations here.
Dashboards are a very versatile tool within ClickUp. They can track client task progress, new leads, communications, and give you a high-level view of your business.
ClickUp widgets are all customizable. They can be used to build custom dashboards for each client. There are widgets for time tracking, embedding videos, project status, and so much more. Widgets can be adjusted by size too!
Here are 5 Widgets you should be using on your Dashboards to level up your client experience.
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