Today’s episode focuses on the features of project management tool ClickUp, and how it can help you and your team save time and improve your business efficiency.
I delve into my own ClickUp story, and then cover 5 features of ClickUp that can save you time. This is so much more than a fancy to-do list. Listen to the episode to discover why.
Key points in the Episode:
- How I started with ClickUp
- The journey with ClickUp takes time – stick with it!
- 5 ClickUp features that can save you time
- #1 Reduce overwhelm
- ClickUp Features – Custom Fields and workflows
- Everything view
- #2 Customising your workflows
- Tracking tasks through a workflow
- #3 Automations once your processes are clear
- #4 Keeping more in one place by using ClickUp Docs
- Features of Docs
- #5 Dashboards
- Some of my favourite Dashboard widgets
- Other features I haven’t even covered yet
Links and Resources:
Hi I'm Aerlie
Thankyou for tuning in to the Unload Podcast.
I have over 10 years experience in supporting clients to improve their efficiency, reduce overwhelm and organise their business operations effectively. I specialise in setting up project management platforms such as ClickUp and Asana for tracking and reporting your business operations, documenting processes and improving you and your team's productivity and collaboration.
I know that business owner's find it difficult to step out of the chaos and day to day running of their business, despite all of the other plans they have. Getting these foundations set up and running efficiently are the best way for you to grow your business to the next level. Reducing the mental load so that there is more space for action taking, problem solving and ideas is what I'm passionate about.
I live and work in the gorgeous Adelaide Hills and am a mum to two girls.
Acknowledgement of country
I acknowledge that I undertake my business on the land of the Peramangk and Kaurna Nations.
I acknowledge their deeply spiritual connection with Country and I pay my respect to Elder's past, present and future as the custodians of this ancient and beautiful land.