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

Have you ever started a new project and wished you could have a do-over, armed with the wisdom of experience? Well, I’ve been there, and I’ve learned a lot about setting up workspaces in ClickUp. So, let me share some valuable insights with you.

ClickUp is a powerful tool, no doubt about it, but it can be a bit like a massive puzzle with countless pieces. It’s easy to get lost in all the features. But I’ve got two essential tips for you: don’t rush to apply all the views, and don’t go on a ClickApps clicking spree. Let’s dive into why these pointers can make your ClickUp journey a whole lot smoother.

Views: Less is More

As you embark on your ClickUp journey and begin setting up your workspace, you’ll encounter a wide array of views. Think of views as different lenses through which you can see your tasks and projects. Now, it might be tempting to activate every view available, but I strongly advise against it. Instead, start with just two or three views that align with your specific workflow.

Why do I say this? Well, it’s all about simplicity and focus. Enabling too many views at once can be like opening a dozen books simultaneously; you’ll get overwhelmed. By concentrating on a few select views initially, you can truly understand how they work and make the most of their capabilities. It’s like learning to master a few musical instruments before forming an orchestra.

My recommendation is to delve into one view at a time. Explore it thoroughly, experiment with it, and get comfortable with its functionalities. Once you’ve got the hang of it, then consider adding more views to your repertoire. This gradual approach ensures that you’re not juggling too much too soon and can genuinely harness the power of each view.

ClickApps: Start Small, Grow Smart

ClickApps are like little magic tricks that can enhance your ClickUp experience. They are features and functionalities that you can turn on and off as needed. But here’s the trick: don’t rush to activate all the ClickApps when you’re initially setting up your workspace.

I recommend a more measured approach. Begin by enabling a few ClickApps that you believe will immediately boost your workflow. As you become more comfortable with ClickUp and your needs evolve, revisit your settings and gradually introduce more ClickApps.

Think of it as building your toolbox. You wouldn’t fill it with every tool imaginable all at once; you’d select the ones that serve your immediate purpose. The same principle applies here. By introducing Click Apps step by step, you ensure that you’re not overwhelming yourself with features you may not use right away.

Final Thoughts

Remember, success with ClickUp comes from taking it one step at a time. These tips are my roadmap to help you avoid getting lost in the complexity of ClickUp. Embrace them, and you’ll find that your ClickUp journey becomes more enjoyable and productive.

If you want even more expert advice and tips on mastering ClickUp, consider joining my “ClickUp for Entrepreneurs” Facebook group! It’s a vibrant community of like-minded individuals all on the path to productivity and effective project management.

What Were the Mistakes You Would Redo or Avoid if You Were Starting Fresh? – Applying All Views & Turning on All ClickApps


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