Lessons about all things ClickUp and building & scaling your business operations sustainably.
welcome to my blog
read post
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 […]
featured
read post
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. […]
featured
read post
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 […]
featured
read post
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. […]
featured
read post
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 […]
featured
read post
Wondering how you can make this year your most successful one yet? Let’s talk about goal planning in ClickUp, a dynamic tool that turns aspirations into tangible results! Getting Started with ClickUp Setting yourself up for success in the new year depends on effective goal planning. And here’s the good news: ClickUp is your go-to […]
read post
Transitioning to a Kanban board view in your project management software can be a game-changer. But what exactly does this look like, and how can it enhance your workflow? Let’s explore the benefits and functionalities of this dynamic tool! Visualizing Tasks with Colors One of the best features of the Kanban view is the ability […]
read post
Have you ever wondered how custom fields can transform the way you manage and visualize your projects? Let’s explore this concept through an insightful example that brings clarity to the power of custom fields and their flexibility. Imagine you’re using a project management tool, and you have various tasks, each associated with a marketing category. […]
read post
Be honest: Are you updated when it comes to the latest features in ClickUp? If you’re not, don’t worry – I’m here to catch you up on features you might have missed. Let’s talk about one such feature that might have slipped under your radar: Custom Fields in Table View. The Underutilized Gem: Swim Lanes […]
Join over 2.6K+ others in the ClickUp for Entrepreneurs, Agencies, Marketers, & CEOs
FREE Facebook group to discuss, share, and learn about ClickUp solutions across
industries and user levels
Tips, Feedback, and Support Across Industries
Join the ClickUp Community
