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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ClickUp is all about creativity and productivity. You can customize your Workspaces with a variety of different templates.  I get asked all the time, “What are the best ClickUp Templates?” or “What is your favorite ClickUp Template?” My answer: the templates built around repeatable tasks in your business, such as client experience, project management, or […]

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There are so many amazing features within ClickUp.  The Sidebar is the mission control center for navigating your Workspace. It’s where you can customize your layout, archive folders, and so much more.   We’ll also be covering the List Settings in ClickUp. Within those settings, you’ll be able to Pin a particular view, apply a template, […]

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Forms are a view inside of ClickUp that can be added at the folder or list level.  They are incredibly versatile and customizable and keep all your information in one place instead of in multiple software, such as Google Forms or TypeForm. Creating the Form To add a Form, you’ll add a page view from […]

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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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