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

“Could you walk us through the initial steps you take when customizing a ClickUp workspace for a new client?”

Have you ever wondered about the initial steps involved in customizing a ClickUp workspace for a new client? Well, you’re in luck because today, I’m pulling back the curtain to share my insider tips. As a ClickUp pro, I often get asked about the initial steps I take when customizing a workspace, and let me tell you, it’s all about building that organizational hierarchy within ClickUp.

Building the Organizational Hierarchy

The first crucial step in ClickUp customization is creating the organizational hierarchy. This involves defining your spaces, folders, and lists within ClickUp, essentially outlining the blueprint of your workspace. It’s akin to identifying the departments, teams, and workflows that make up the core of your business processes.

Crafting a Thoughtful Process

You can’t rush the development of a ClickUp hierarchy; it’s a delicate and thoughtful process. Think of it like an artist carefully planning each brushstroke before creating a masterpiece. It goes beyond the surface level of tasks and projects; it’s about embodying the essence of your business operations.

The Blueprint as a Foundation

Picture this organizational hierarchy as the foundation of your digital workspace. It’s not just about organizing tasks; it’s about sculpting a digital representation of your business operations. ClickUp becomes your architectural blueprint, where each space, folder, and list contribute to the overall structure.

Efficiency Beyond Tasks

This customization process is strategic; it involves understanding departments, teams, and workflows and seamlessly integrating them into ClickUp. It’s about creating an environment that not only organizes tasks but mirrors the efficiency and clarity of your business as a whole.

The Bottom Line

The ClickUp customization journey is not a one-size-fits-all effort. It’s about crafting a tailored experience that transforms a digital canvas into a reflection of your business. So, the next time you embark on the ClickUp customization journey, remember – it’s not just about arranging tasks; it’s about creating a symphony of spaces, folders, and lists that resonate with the unique rhythm of your organization.

Navigating ClickUp: Building the Foundation for Your Workspace


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