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I’m a huge planner. There’s nothing that makes me happier, than starting my day writing lists. I used to be extremely overwhelmed & stressed as my business grew, because I was an avid written planner kind of girl. I knew that I had to move over to a project management tool in order to stay on track. I do use many other business tools to help run my business, but nothing compares to ClickUp. It’s helped me become more productive, organized & has saved me so much time! In this post, I’ll be showing you how you can organize your business with ClickUp!
ClickUp is a project management tool that allows you to write to-do lists, keep track of projects, and time-track & assign tasks to any team members – all in one place. It’s become one of my favorite business tools and has helped my productivity like no other tool has. If you’re curious on why I recommend ClickUp, this blog post might interest in – Why You Need ClickUp For Your Business.
Don’t have an account yet? 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!
When starting your ClickUp account, you’ll first have to create a Workspace. Within this Workspace, you can create different spaces.
Your spaces will depend on what time of business you have, if you have any team members, etc. Personally, my spaces are Operations, Marketing, Client Projects, Template Shop & Personal.
Within these spaces, you can create folders & lists that relate to it! For example, my Marketing Space contains folders for Instagram, Pinterest, TikTok, Blog Posts & Email Marketing. Each one of these folders contains my to-do lists for that specific area of my business. It’s an amazing organized hierarchy which is basically Spaces -> Folders -> Lists!
Now that you have an understanding of the hierarchy, this is where tasks & subtasks come in! The space I use the most often in my ClickUp workspace is “Client Projects” as I can keep ensure I’m completing all of my work on-time. Here’s an example of a list I have in a client project.
Typically in each project, I have 5 lists – Onboarding, Design Process, Revision Process & Launch Process. Each Client has a separate folder. When a client books with me, I create their folder & set due dates based on their project starting date. This helps me stay on track on what pages I need to design, which step I’m in during the process & ensuring nothing gets forgotten! Here’s an example of my Revision Process List.
You can also create subtasks within your tasks. If you have to create an Instagram post for example, you may want to create subtasks such as Graphic Creation, Caption Writing, Hashtags, etc.
Each of these can have custom fields as well, depending on what you need. They offer so many options such as tags, progress bars, assignees (for team members), timelog, comments, etc.
I love that ClickUp allows you to choose from different views to see all of your tasks. I usually look by Calendar View or List View, to see all of my due dates for the week or month.
Automations are AMAZING for saving time as a business owner. The time it takes you to set up automations, doesn’t compare to the amount of times you don’t have a to lift a finger anymore for repetitive tasks.
Example: When a due date arrives, you can change the task to urgent, to make it a top priority that day.
There are so many more features on ClickUp that could be useful for your business! It’s one of the most user-friendly project management tools I’ve used, and highly recommend giving it a try.