ClickUp Expert – Project Management System Setup

Alecia Hall

Starting at

275

About this service

Summary

Your projects deserve a structured, efficient, and automated workspace. I specialize in setting up ClickUp for startups, entrepreneurs, and small teams. Whether you need a project tracking system, task automation, or team collaboration setup, I ensure your ClickUp workspace is customized to your workflow for maximum productivity.

Process

Understanding Your Needs- Discuss business goals & current task management challenges

2. ClickUp Setup- Create spaces, folders, lists, tasks, and automations

3. Customization- Set up dashboards, priorities, recurring tasks & team workflows

4. Automation & Integrations- Automate tasks and integrate with tools like Slack, Google Drive

5. Final Walkthrough- Provide a recorded walkthrough or live session to explain your new setup

FAQs

Is ClickUp the right tool for my business?
If you need a flexible, scalable, and highly customizable project management tool, then yes!
Can you migrate data from another platform (Trello, Asana, etc.)?
Yes. I can help import tasks and projects from Trello, Asana, or other platforms.
Will you provide training for my team?
Yes. I offer a 30-minute walkthrough as part of the service and training add-ons if needed.
What if I need further modifications after the setup?
You’ll get free revisions based on your tier, and I offer ongoing ClickUp support if required.

What's included

Fully Customized ClickUp Workspace
Spaces, folders, lists, tasks, and dashboards tailored to your workflow.
Automated Task & Workflow System
Recurring tasks, dependencies, and priority settings for better project tracking.
ClickUp Dashboard & Reporting Setup
Custom views for progress tracking, workload management & analytics.
ClickUp SOP Documentation
Step-by-step guide on how to navigate and use your new ClickUp setup.
30-Min Walkthrough Training Session
Live or recorded session to ensure smooth adoption of your ClickUp system.

Duration

5 days

Skills and tools

Virtual Assistant

Product Manager

Project Manager