Lessons about all things ClickUp and building & scaling your business operations sustainably.
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Using a ClickUp mind mapping and custom field sorting can save you time, energy, & sanity when developing a new service or product. The mindmap feature is a great way to get all your new ideas out on ‘paper.’ Brain dump all those thoughts swirling in your head about your new program right into a […]
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Why build out a lead tracking dashboard in ClickUp? Tracking your leads within a CRM (built-in ClickUp) and setting up a dashboard focused on the data collection gives you a perspective of your overall client experience and your ability to track success that is unique to your needs sets you up for effective operations strategies. […]
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Growing your team and getting them onboarded with your systems are two different challenges. What is onboarding?! Okay, so I could give you the textbook definition, but instead, I want you to think about the last time you brought someone into your business, client, or team member. Take yourself back: You are onboarding a new […]
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Does Communciating with Your Clients Feel Like This? Have you ever been flooded with questions or inquires that were too frequent to keep up with? Happy problems, right? But, in reality, it can be incredibly overwhelming to keep up with all those messages & related tasks if you don’t have a way to organize & track those types of communications. […]
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Why using communicating with your team is crucial Communicating with your team creates efficiency, trust, and authority with the purpose of being able to deliver on your vision and promises to your clients. To do this your team must: Know when you are available for feedback Understand the tasks at hand Have a clear understanding […]
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Are you ever overwhelmed by the sheer number of hotkeys available in your ClickUp workspace? It’s like having a secret language at your fingertips, and mastering it can seriously boost your productivity. Let me walk you through some of these hotkey wonders, especially the life-saving slash commands and others that can make navigating your workspace […]
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Are you finding it hard to keep track of your tasks and projects? Do you feel overwhelmed by the clutter of information and need a more organized view? If so, you’re not alone. Many of us struggle with managing our work efficiently. But, don’t worry! I’m about to share some insights that could be just […]
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Have you ever wondered about keyboard shortcuts – or as ClickUp likes to call them, ‘hot keys’ – and how they can turbocharge your productivity within ClickUp 3.0? Well, you’re in for a treat! Here, I’ll talk all about ClickUp’s keyboard shortcuts. If you’re not already on board with ClickUp 3.0, trust me, you’re missing […]
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Are you looking for a more streamlined way to gather information within your task management tools? Have you ever felt overwhelmed by the myriad of options available but unsure of how to best utilize them for efficient data collection? In today’s digital workspace, it’s crucial to find methods that seamlessly integrate with our workflows. Let’s […]
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