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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Do you feel overwhelmed with the different project management tools within your reach? Would you like to amplify your project management with clients using this tool? With varying project management tools available – Trello, Asana, Monday, ClickUp, you name it – choosing the ultimate tool to make these projects happen could be confusing. I understand […]
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If there is one thing that every business owner aims for, it is to always stay on top of their game. But as your business grows, so do the complexities of managing it. How do you keep track of tasks and their deadlines while making sure that you have correctly communicated what your team members […]
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If you want to stand out in project management, ClickUp can help you achieve that goal. With its wide range of features and customizable options, ClickUp will give you the tools needed to succeed. ClickUp is a powerful and versatile project management tool that allows users to stay organized, create systems, and streamline their workflow. […]
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Subtasks add an additional level of organization to your ClickUp Workspace , allowing you to create more detailed goals or smaller to-do items as part of a task. When a subtask is added, we refer to the original task as the parent task. Just like tasks, you can add detailed information like assignees, due dates, […]
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