Using Clickup Templates: Learn How To Organize Your Business


Overwhelmed by Your Never-ending To-do List?

Showing you how to set up your company with ClickUp, one of the most outstanding project management solutions. ClickUp has completely changed the game for organizations regarding client management, daily to-do lists, and content development.

This article will discover precisely how to set up daily, weekly, and monthly operations.

Entrepreneurs sometimes use project management tools at a later stage of their firm. However, it is advised that they be set up from Day 1. Then, you'll be more productive, maintain your organization, and save a ton of time and work.

Clickup Basics

You need to grasp a few essential ClickUp concepts before moving on to how to structure your company. First, your workspace refers to the whole of your ClickUp account. Team members may be invited to your workspace, and you can also join other workspaces (if your clients use ClickUp, for instance).

Spaces, Folders, and Lists

Each workspace is divided into spaces. You can use spaces to separate clients, departments (e.g., marketing, design, sales), or anything else that makes sense for your company.

Folders are used to group lists together. You can think of folders as project phases, and they help you break down your work into manageable chunks. For example, if you're working on a website redesign, you might have a folder for each stage of the project: discovery, research, wireframing, design, development, and launch.

Keep it simple with 3-5 spaces if you're just getting started. These areas will also vary substantially depending on the sort of company you run, the structure of your staff, and the kinds of offers you have.

Lists are included inside folders, which themselves contain folders. Using this structure to divide up more significant tasks is beneficial. Lists are where your tasks live. For example, a list could be a to-do list for a particular job (e.g., writing a blog post) or a list of deliverables for a project phase (e.g., wireframes).

Lists are included inside folders, which themselves contain folders. Using this structure to divide up more significant tasks is beneficial.

Checklists, Subtasks, and Tasks

Tasks serve as the foundational organizational units of ClickUp. A job may be added to any list, given to various persons, and given subtasks you can do as you go.

For instance, a blog post job may involve several subtasks, such as writing the content, editing, formatting, uploading, checking SEO, adding graphics, etc. Checklists and subtasks are excellent tools for completing those minor jobs.

Here is a summary of the ClickUp hierarchy, listed from highest to the lowest level of organization:

  • Workspaces
  • Spaces
  • Folders
  • Lists
  • Tasks
  • Subtasks and checklists

Creating a Custom ClickUp Workspace

The ability to be customized distinguishes ClickUp as one of the top project management systems. Depending on which perspective best matches each work, you have various options. Among the several views that are offered are a calendar, spreadsheet, board, list, word document, forms, and a timeline.

Tasks are arranged in each list according to their state. For example, statuses may show whether a job is imminent, ongoing, or finished at the most fundamental level. As the truth is that you may utilize them, however suits you best – your imagination is the only constraint here!

Each column may be moved around, hidden, and its colors change. You may even utilize the colors that your business uses if you know the hex codes!

Creating Your First Space

To start, click the "+" icon in the left sidebar and select "Create a space."

You'll be asked to give your space a name and description. The title should be short and descriptive, like "Website Design." However, the description can be longer, and you can use it to explain the purpose of the space or what work will be done there.

Keep it simple with 3-5 spaces if you're just getting started. But, of course, these areas will also vary substantially depending on the sort of company you run, the structure of your staff, and the kinds of offers you have.

Using Forms in ClickUp

If you run a service-based firm, you probably have a variety of forms in use, such as customer intake and testimonial forms. You can easily organize and save all of your forms with ClickUp so that you can quickly access all of your customers' information.

You only have to build a form in ClickUp and provide your customer with the URL. You may program automation to automatically insert the information they provide into the list you specify after they've completed the form.

How to Use ClickUp to Organize Your Business

Now that you are aware of some of ClickUp's features, it is time to establish YOUR business. Selecting the calendar view from the sidebar's "Everything" menu is one way to see upcoming tasks.

You may filter the tasks shown by choosing yourself as the assignee after clicking the filter button in the upper right corner of the calendar view. Knowing what you have on your plate and what everyone else is working on is very beneficial if you work in a team.

Your ClickUp workspace may be organized in one of three ways: by project, by client, or by department. Select "by project" if you want to keep track of all of your company's projects in one location. If you are juggling many tasks at once, this is a great option.

If you want to track all of your company's clients in one place, choose the "by client" option. This is a good choice if you have a lot of repeat clients or if you want to be able to see all of the projects you've done for a particular client.

How To Use Clickup Automations To Organize Your Business

With templates and automation, ClickUp makes it very easy to automate your recurrent chores. But, of course, you will like these features if your company has solid systems and processes!

You might, for instance, build a template for blog articles and then attach it to automation so that it appears in every new blog assignment.

Team Management and Time Tracking in ClickUp

Time tracking for each job is yet another fantastic ClickUp function. You know how crucial it is for entrepreneurs to keep track of their time if you have read this piece. However, this tool is also an excellent method to monitor your team's productivity and the number of hours they're putting in.

Open any job, then click the Time Tracker button in the top right corner to keep track of your time. To manually input or update your recorded time, utilize the timer or the drop-down menu. This is a lifesaver when you forget to start or stop the timer!

As a CRM Tool, Clickup

ClickUp is a fantastic CRM in addition to being one of the most outstanding project management solutions available (customer relationship management software). All of your existing and former customers and any new leads may be kept on a list in ClickUp.

You may use ClickUp as a lead tracking tool to keep track of prospective customers, set up various follow-up dates, and record any details about where they are in the customer journey.

Also read: Clickup Dashboards as a Training Portal: How To Use

How To Use Clickup To Organize Your Business: Project Workflows

Creating processes inside ClickUp for each service is another excellent method to keep a service-based business owner organized. To let your team and even your customer know where your project is right now, share this with them.

You may add your customer to the list and give them tasks with due dates if you require anything from them (feedback, a form, etc.). Keeping your clients updated will make them respect you and make you look more professional.

You may also include a chat option on your project board so that you and your client can talk there instead of sending back and forth hundreds of emails.

ClickUp as a Storage System

ClickUp has other purposes than project management and CRM, including storage. Everything from information from the SOP Library to social media may be saved with ClickUp.

With its limitless capacity, ClickUp is the ideal location to save all of your unorganized papers, pictures, and data.

ClickUp as a Tool for Planning

Finally, you may create a daily, weekly, or monthly to-do list using ClickUp themes. After assessing your objectives and upcoming assignments, you may set dates for each activity and add them to your calendar.

Starting Up With ClickUp

As you can see, your company may use ClickUp in various ways. ClickUp is one of the most effective project management tools available, and even though, at first, it could appear intimidating.

With ClickUp, you have a variety of templates and automation to help you organize your business. You can also use it as a CRM tool, storage system, and planning tool. Its limitless capacity makes it the perfect place to store your unorganized papers, pictures, and data.

July 29, 2022
Robbin Schuchmann
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