ClickUp Workspace Build & Optimization
Starting at
$
1,000
About this service
Summary
FAQs
Do I need a paid ClickUp plan?
No, this works on both Free and Business plans, but advanced dashboards need Business.
What if I already have a workspace?
I can audit provide insights on the changes we can make and optimize/restructure the setup for optimal efficiency.
Do you offer support after setup?
Yes! I offer 7-day post-handoff support.
Can you migrate my setup from another tool?
Absolutely!!! I’ve migrated systems from Monday.com, Asana, and Trello.
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.
Example projects
Duration
1 week
Industries