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 just starting with ClickUp and feeling a bit overwhelmed by all the possibilities? Don’t worry, I’ve got your back! Let’s break it down and make this journey as smooth as possible.

Clarity: The Key to Starting

So, you’re diving into ClickUp to manage your operations, but where do you start? Well, the magic word here is “clarity.” It’s like having a treasure map, but first, you need to know what treasure you’re after. ClickUp is a versatile tool that can do a lot – from task management to comprehensive project management, even people management and communication. It’s like a Swiss Army knife for your work, but you’ve got to decide which tool you need right now.

Setting the Stage: Define Your Goals

Let’s take a step back and think about your goals. What exactly are you trying to achieve with ClickUp? Is it streamlining your task management? Organizing your projects more effectively? Or maybe improving communication within your team? Once you have these goals in mind, you’re on the right track.

Building Your ClickUp Blueprint: Hierarchy Matters

Now, let’s roll up our sleeves and get into the nitty-gritty of building your ClickUp setup. The first thing you should do is figure out the hierarchy. Think of it as the blueprint for your ClickUp world. You’ll want to align this hierarchy with your goals. Remember, clarity is our best friend here.

Departmental Organization: Your Business Buckets

Next, look at the different departments or buckets within your business. Imagine these buckets as big categories where you can throw in all your tasks, projects, and communication. It’s a bit like sorting your Lego pieces into different bins – it makes everything easier to find when you need it.

So, what are these departments or buckets? Well, that depends on your business, but here are some examples to get your wheels turning: internal operations, marketing, services and projects, HR, and sales. These are the major areas you’ll want to think about.

Laying the Foundation: Start Structuring

 Once you’ve got your goals and your department buckets in mind, you’re ready to start structuring your ClickUp foundation. Think of it as building the framework for your dream house – you want it to be sturdy and organized.

The Bottom Line

Now, I know this might sound like a lot, but take it one step at a time. ClickUp is like a loyal sidekick that’s here to make your life easier, not add more stress. So, remember, the key is clarity. Know your goals, decide on your departments, and build your ClickUp world accordingly.

I hope this advice helps you get started with ClickUp for managing your operations. It’s like getting the keys to a brand-new car – a bit overwhelming at first, but soon you’ll be cruising smoothly. Good luck!

What advice would you give to someone just starting with ClickUp for managing their operations?


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