Marketing operations

Systems + tech

Business operations

Team operations

Client operations


I help service-based professionals and creative agencies build scalable backend operations that support growth and sustainability in business using ClickUp as the operational base.

Hi, I'm Jena

Why Using ClickUp To Manage Your Team Is Important

You are in the midst of a project, feeling like all the pieces are there, the project itself is managed, but then you look up, and there is a whole team staring at you through the screen waiting for their tasks, waiting for instructions.

OR you have ten Voxer messages from your VA wondering where the heck all the info is supposed to be, when do they request feedback, and how long was that email supposed to be again?

Just when you put out the fire of managing your project with your Plug & Play ClickUp templates, you have a new fire to put out. Managing your people, BUT don’t worry, Reason #(I lost count) on why I am obsessed with ClickUp– Team Management.

As many of you know, there was a time in which I was waist-deep in another project management tool trying to scale, sustain, retain, manage, and swim my way through my systems. I am an expert in operations, and my project management tool felt more restrictive than it did expansive, so I switched.

And what I unlocked was something so powerful that it became my mission to become the queen of systems on a whole new level.

One of my favorite parts of ClickUp, if you made me choose, is the team management abilities.

So buckle up; we are about to break it down into FOUR TIPS to get you going!

1. Resource management is your first step to team management

Who, what, how much do we have to work with?

Knowing these details gives you the ability to assign and delegate from an informed place. ClickUp helps you manage who is doing what, when it needs to be done, and everything in between, but it is only beneficial if you do the upfront work of knowing what you have to work with.

Dashboards in ClickUp are the best way to manage resources using customizable widgets to give you insights into sprints, projects, people, statuses, and more!

2. Keep up with task creation and management

Who does what? When is this due? Why is it important? When team members don’t have a clear picture of the task at hand, that task can fall through the cracks. Avoid this by assigning every single task. Who is it for, and when is it due? It is that simple.

Not sure where to start with ClickUp, start here:

3. Create Clear Timelines

Laying out your timeline and checkpoints in your project management tool is one of the most efficient ways to keep team members in the loop without having to go back and forth as you go.

Before you share all the juicy details and get started on your project, you should first consider these four things.

  •  Set an overall goal for your project timeframe (4 weeks, two months, one year, continuous service?)
  •  Break your project into phases

  1. Your initial project review. What is your end goal? Who’s involved? How long should this take? What are some of the critical elements of the project (checkpoints)?
  2. The kickoff. What goes into starting? Get your outline/foundation into your project management tool (ClickUp, Asana, etc.) Bring the team together (if you have one). Figure out where to start and get started
  3. Your messy middle. Tasks are being completed, and timelines are becoming more clear. Re-evaluate this timeline based on checkpoints—Check in with your team. Don’t give up.
  4. Time for the final stretch. This is when you start putting all the pieces together. Do you need to revamp some things? Is it time to present/launch/get going? How is the team feeling about the result? Is your project still aligned with your goal?

  • Set up timelines for each phase
  • And have direction on where your time and energy need to go.

It’s wild how seamless you can deliver projects to clients when you take the upfront time to lay it all out in your systems.

4. Stated Goals and Defined End Result

Your role as the expert is to put the work in to communicate the work you are doing to your team and make it clear what the result/goal should look like and how it will affect the team.

Some ways you can apply this

  1. Start by making sure everyone is on the same page.
    • You don’t have to share every detail of every step of the project (no two-hour pointless meetings, but be clear about the big picture and the critical roles at play.
  2. Break the project into teams and checkpoints
  3. Check-in as you go and make sure the project stays aligned with the original goals
    • Feedback is a life and time saver! Don’t waste your time on elements of the project that are not benefitting your team or client. The best way to know which things to do and don’t do is to ask and observe

Want to know how to set specific goals using ClickUp? Start here:

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