Lessons about all things ClickUp and building & scaling your business operations sustainably.
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Using a ClickUp mind mapping and custom field sorting can save you time, energy, & sanity when developing a new service or product. The mindmap feature is a great way to get all your new ideas out on ‘paper.’ Brain dump all those thoughts swirling in your head about your new program right into a […]
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Why build out a lead tracking dashboard in ClickUp? Tracking your leads within a CRM (built-in ClickUp) and setting up a dashboard focused on the data collection gives you a perspective of your overall client experience and your ability to track success that is unique to your needs sets you up for effective operations strategies. […]
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Growing your team and getting them onboarded with your systems are two different challenges. What is onboarding?! Okay, so I could give you the textbook definition, but instead, I want you to think about the last time you brought someone into your business, client, or team member. Take yourself back: You are onboarding a new […]
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Does Communciating with Your Clients Feel Like This? Have you ever been flooded with questions or inquires that were too frequent to keep up with? Happy problems, right? But, in reality, it can be incredibly overwhelming to keep up with all those messages & related tasks if you don’t have a way to organize & track those types of communications. […]
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Why using communicating with your team is crucial Communicating with your team creates efficiency, trust, and authority with the purpose of being able to deliver on your vision and promises to your clients. To do this your team must: Know when you are available for feedback Understand the tasks at hand Have a clear understanding […]
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Have you ever wondered how you can better manage the custom fields in your workspace? Here, I’m going to walk you through the basics of using a Custom Fields Manager, a tool I’ve found incredibly useful in organizing and tailoring my workspace to fit specific needs. Navigating Custom Fields at a Glance Custom fields aren’t […]
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Have you ever wondered how to organize your workspace efficiently to avoid clutter and duplicates? Let’s explore a simple yet effective approach to managing fields in your workspace, particularly focusing on the concept of default grouping and the advantages of utilizing existing options. The Power of Using Existing Fields When you’re working with various fields […]
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Wondering how you can make this year your most successful one yet? Let’s talk about goal planning in ClickUp, a dynamic tool that turns aspirations into tangible results! Getting Started with ClickUp Setting yourself up for success in the new year depends on effective goal planning. And here’s the good news: ClickUp is your go-to […]
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Transitioning to a Kanban board view in your project management software can be a game-changer. But what exactly does this look like, and how can it enhance your workflow? Let’s explore the benefits and functionalities of this dynamic tool! Visualizing Tasks with Colors One of the best features of the Kanban view is the ability […]
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