How To Amplify Your Client Project Management - Jena Paulo Virtual Solutions
Client Project Management with ClickUp

How To Amplify Your Client Project Management

Acquisition, Client Operations, Onboarding, Project Management

When it comes to prioritizing your tasks, everything on your task list isn’t always essential, and everything on your list isn’t always urgent. It’s overwhelming, it’s isolating, and it’s straight-up annoying to want to move the needle in your day but never knowing where to start.

Take a deep breath. We have got this, and it’s not as complicated as it sometimes feels.

Four ways to Amplify Your Client Project Management

1) Start or end every day new.

It doesn’t matter if you like to lay it all out in the morning or at the end of the day.
Priorities change, and schedules shift.

What is important for you today may be less significant tomorrow.
You want to start every day knowing what needs your attention and what doesn’t.

2) What is a “now” task, and what is a “later” task?

One way of doing this is starting with what is called a brain dump of EVERYTHING you can think of.
Write down every single task that comes to mind in no order and with no level of importance.

Then, making three columns, Today, Tomorrow, and This Week.
Sort all of your chaotic thoughts into easy-to-manage smaller lists.

If you want to take it even further, take a long look at your “later this week” and be honest about whether or not that task is essential. If you can say no, take it off the list completely.

Brainstorming Your Task Management

3) Manage your tasks & organizing them optimally is utilizing ClickUp dashboards.

Dashboards allow you to keep all of your client onboarding, communication, tasks, and all your important ClickUp docs in one central place. The question that keeps coming up with it all is “how?”

  • How to set up your workspace to support your dashboards
  • How dashboards connect back to your workspace
  • Dashboard widget basics
  • How to create a client dashboard

With this in mind, I put together this quick run-through of the 5 things you need to get started & I will be hosting a FREE ClickUp Dashboard Masterclass on August 13th to answer any questions you might have!

4) Remember that your task list is a guide, not a contract.

This is just the reminder that I give all my clients when helping them optimize their task systems.

Don’t sell your soul to your to-do list, but instead honor it as something that helps you serve your clients, your team, and yourself better.

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