I’ll build or revamp your ClickUp workspace to help you streamline delivery and manage projects effortlessly. From folders and automations to dashboards and SOPs, I’ll tailor everything to your workflows. Certified PM with 6+ years of experience in Agile and SaaS environments plus Certified Clickup Expert and power user.
What's included
ClickUp Workspace Structure
Customized folder, list, and task structure tailored to your project or client workflows, including status mapping and naming conventions for clarity and consistency.
Automations & Dashboards
Automated task actions (e.g., assignee, due dates, status changes) and 1–2 real-time dashboards to monitor team workload, project status, or sprint health.
SOP System + Documentation
Built-in ClickUp Docs or Notion template to house SOPs, processes, and team onboarding, delivered with 1–2 Loom video walkthroughs for async clarity.
7-Day Post-Handoff Support
Ongoing support via email or Slack for 7 days after delivery to troubleshoot, fine-tune, or answer questions on your new ClickUp system.
FAQs
No, this works on both Free and Business plans, but advanced dashboards need Business.
I can audit provide insights on the changes we can make and optimize/restructure the setup for optimal efficiency.
Yes! I offer 7-day post-handoff support.
Absolutely!!! I’ve migrated systems from Monday.com, Asana, and Trello.
I’ll build or revamp your ClickUp workspace to help you streamline delivery and manage projects effortlessly. From folders and automations to dashboards and SOPs, I’ll tailor everything to your workflows. Certified PM with 6+ years of experience in Agile and SaaS environments plus Certified Clickup Expert and power user.
What's included
ClickUp Workspace Structure
Customized folder, list, and task structure tailored to your project or client workflows, including status mapping and naming conventions for clarity and consistency.
Automations & Dashboards
Automated task actions (e.g., assignee, due dates, status changes) and 1–2 real-time dashboards to monitor team workload, project status, or sprint health.
SOP System + Documentation
Built-in ClickUp Docs or Notion template to house SOPs, processes, and team onboarding, delivered with 1–2 Loom video walkthroughs for async clarity.
7-Day Post-Handoff Support
Ongoing support via email or Slack for 7 days after delivery to troubleshoot, fine-tune, or answer questions on your new ClickUp system.
FAQs
No, this works on both Free and Business plans, but advanced dashboards need Business.
I can audit provide insights on the changes we can make and optimize/restructure the setup for optimal efficiency.
Yes! I offer 7-day post-handoff support.
Absolutely!!! I’ve migrated systems from Monday.com, Asana, and Trello.