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I’ve always been the written daily planner kind of girl. There’s no better feeling than writing down tasks and physically crossing off your to-do list. But over time as my business grew, it wasn’t working for me anymore! As my client design projects tend to be repetitive tasks, I felt like I was writing the same tasks over and over again, and forgetting to write down the smaller tasks I want to repeat every day. Then ClickUp came into my life.
ClickUp is a project management tool that is perfect for any business owner! It’s a tool that replaces everything, and it’s changed the way I run my business. You can manage people, your time, projects, and everything else in your business or personal life. It’s the first thing I check when I open my laptop during a workday! With a written planner, I always tend to forget repetitive daily tasks that I should do every day. Whether it’s eating a healthy breakfast, reminding myself to get a workout in or simple tasks that every day should include.
You can start with their forever free plan to see how you like it, but I promise you’ll be obsessed. Try out their free plan right here!
ClickUp allows you to create separate folders for any part of your life. I have a folder for my own business & website, client projects, social media platforms and even random folders for recipes or wedding planning! All of these folders work together, and I see what I need to do on a certain day in my ClickUp inbox. Whether it’s for my business or random personal tasks.
Here are some of the many features that ClickUp offers:
My past clients always compliment me on how fast & easy my design process was for them. By organizing their projects using a template I’ve created, I’m able to duplicate all tasks for every new project as every website project is typically the same process!
When I start a new client project, I create a separate folder for them and have a recurring list already set and ready. All I do is create a start date and deadline for each task, which keeps me on top of every client project I have. ClickUp allows me to set urgent deadlines for tasks in order to hit that due date that I promised my client! This creates a positive client experience that leaves them happy.
An awesome feature I love is I’m able to share the folder with my client and they do not have to pay for an account. This allows them to see what I need from them and when I need it. It helps my client and I stay organized together during the whole design process.
They offer both free & paid plans! Honestly, the free plan offers so many features that you can’t find anywhere else. With their forever free plan, ClickUp allows unlimited tasks, unlimited users and 100MB of storage. This is usually enough for any small business owner!
If you’re looking to have unlimited lists and other awesome features, their paid plan starts at only $5/month (USD). Coming from Asana, who charges $25/month for the same exact features. Trust me, it’s so worth the small price you pay! I use it every day and couldn’t recommend it enough.
Asana was my preferred project management tool in the past. However, it becomes expensive as you grow your business and team. I know some entrepreneurs who pay $100+/month for their plan, and I find it crazy!
ClickUp offers complete customization to make it work for any business industry! Check out their premade project templates for different types of businesses. From website management or design, event planning, real estate, healthcare, personal projects, they offer something that will work for you!
Once you choose a template, you can add custom fields to fit your business style and make it your own.
There’s no reason why you shouldn’t try out their free plan, it won’t cost you a penny! Play around with it, and see how you like it! I promise you, you won’t regret it.
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