Why ClickUp?
I am obsessed with organization and efficiency, so having a task and project management tool that ticks all the boxes makes me happy. I’ve tried so many different tools and platforms in my professional and personal life, but most of the time they just fell short of the mark. When I finally found ClickUp I knew we were a match made in heaven. I love that I can customize it to my heart’s content.
ClickUp is one of the most powerful and flexible project management tools available. In fact “project management tool” just really doesn’t do it justice. No matter what your use case or industry, ClickUp can be customized to fit your unique needs.
Streamline Workflows
Documenting your processes in ClickUp, using templates to create consistency and structure, setting automations to handle routine tasks… pure ClickUp magic!
Improve Productivity
With ClickUp as your mission control center, you’ll be able to set goals and priorities, track workload and resources, and delegate effectively.
Communicate Effectively
Move out of your email inbox and into a collaborative, real-time project management system where everyone on your team will know WHO needs to do WHAT by WHEN.
Save Time
Administrative tasks steal time away from revenue generating activities. Spend less time working ON your business and more time GROWING your business.
Increase Revenue
Time is money, and you’ll have more of both when you have a system that works FOR you!
Take a look
Join the movement
Dashboards
Views
Calendar View
Pulse | Team Activity
Portfolios & Goals
Automations
Custom Fields
Spaces | Folders | Lists
Hierarchy
Understand the ClickUp hierarchy – Workspaces, Spaces, Folders, Lists, Tasks and Subtasks. I’m here to answer the age old question “should my clients be a list or a folder?”
VIEWS
List, board, calendar, gantt, workload, timeline, table, mind map… so many views to choose from. Learn how to maximize your views with filters and grouping to see high-level or more granular views of your tasks.
Migration from other Platforms
SOPs & Documentation
Complete Customization
Integrations
Automations
From automatically assigning a team member based on pipeline stage, to sending reminder emails, using ClickUp’s native and external integrations to automate repetitive and reoccuring tasks is a powerful way to save time and money.
Capacity & Workload
CRM & Sales Pipelines
Set up a light CRM to track leads through your sales pipeline. Then use automations to powerup your process, communicate efficiently, nuture your clients, and increase your revenue.
Reporting & Dashboards
Team & Guest Collaboration
Using ClickUp’s advanced permissions to assign roles, access, guest functionality and appropriate public sharing, it is easy to collaborate effectively. Using comments, chat views, assignees and sharing, your team will stay on target and eliminate the needless flow of emails..
Home, Inbox & Favorites
Using ClickUp’s Inbox, Home and Favorites features allow you and your team to get a personalized panoramic view of what is most important to you.
Data Collection
Goals, Milestones & Portfolios
“A goal without a plan is just a wish.” We’ve all heard the saying, but putting it into practice is a different story. Stepping out of the chaos and taking the time to create actionable goals for your self and your business, then developing a system to hold yourself and your team accountable… hello ClickUp!
Time Tracking
Use ClickUp’s native time tracker or integrate with a dedicated tool to track time by client, task, project and team member. Whether you use time tracking for payroll or invoicing, you gain valuable insight into your team’s productivity and your workflow efficiency (and inefficencies!) so you can strategize and redirect to revenue generating activities.
