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

Are you finding it hard to keep track of your tasks and projects? Do you feel overwhelmed by the clutter of information and need a more organized view? If so, you’re not alone. Many of us struggle with managing our work efficiently. But, don’t worry! I’m about to share some insights that could be just what you need.

Customize Your Calendar for Clarity

Firstly, let’s talk about ClickUp customization. Have you ever felt the need to change the way you view your tasks? The good news is, with the right tools, you can easily switch up colors to differentiate tasks or change time formats to suit your preferences. Even something as simple as choosing to display weekends on your calendar can make a big difference in planning and tracking your work.

But why stop there? If you’re not too familiar with the calendar options available, it’s worth taking some time to explore. There are numerous settings that you can adjust to ensure the calendar fits your specific needs. This level of customization means you can tailor your workspace in a way that makes sense for you, which is crucial in staying organized and on top of your tasks.

Understanding the List View Necessity

Now, let’s move on to views. Did you know that when you create a space or a folder in your project management tool, the list view is a default feature you’ll always see? This is because the list view is fundamental to task management. It’s likely the format you’re most comfortable with – a straightforward list of all your tasks, with options to add sub-tasks and other details. The simplicity of this view makes it an essential tool in your organizational arsenal.

Board View: Optional but Useful

What about the board view? While the list view is a constant, the board view is optional. You have the flexibility to turn off the board view if it doesn’t align with your way of working. This choice allows you to streamline your interface, focusing only on the views that add value to your workflow.

Embrace Flexibility for Efficient Workflow

The key takeaway here is flexibility. Whether it’s playing around with calendar settings or choosing the views that best suit your working style, having the ability to customize your task management tool is invaluable. It’s not just about having a range of features at your disposal; it’s about selecting and tailoring these features to fit your unique requirements.

The Bottom Line

So, if you’re feeling overwhelmed by the chaos of managing multiple tasks and projects, remember that there are tools designed to help. By exploring different views like the list or board view and tweaking settings like calendar displays and color coding, you can create a more organized, efficient, and personalized work environment. Remember, it’s all about finding what works best for you and using these tools to streamline your workflow.

Don’t let the complexity of task management dampen your productivity. Embrace the power of customization and discover a world where tasks are neatly organized, and your workflow is smooth and efficient. Happy organizing!

Secondary Grouping with Swim Lanes: Everything You Need to Know


Leave a Reply

Your email address will not be published. Required fields are marked *

DFY Services

DIY TEmplates

For more, check out my services to help you streamline, systemize, and optimize your systems!

Join over 1500 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