Lessons about all things ClickUp and building & scaling your business operations sustainably.

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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

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Automations help you save time and increase productivity. Manual work is time-consuming and easy to forget. ClickUp makes it easy to automate your routine tasks. Use pre-built automation recipes or customize them based on your needs, so your team can focus where it matters most. Here are 3 ways to use Automations to make life […]

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As a coach or consultant, you may be supporting several clients. ClickUp can help you elevate your client experience, track your client’s progress, and streamline your project management. Here are a few of our favorite ways to use ClickUp. 1️. Develop a templated client folder Think about the client’s journey from start to finish. Your […]

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Customizable widgets are the building blocks of Dashboards. They are the best way to build a high-level view of what’s going on in your client’s workspace because you can add as much or little information as you’d like to the dashboard. Dashboards are one of my favorite ways to improve the client experience.  Utilizing these […]

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You can utilize ClickUp Dashboards in many different ways, but there are three Dashboards that are my favorite to support you, your team, and your company. 1. Client Dashboard If you anticipate having clients inside your workspace, utilizing a client dashboard will make sharing tasks, information, and tracking project progress easy and organized.  You can […]

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