The Ultimate ClickUp Guide for Agencies
ClickUp is more than just a project management tool. It’s your agency’s new best friend.
In our work with agencies and within our own company, we've uncovered some of the best features for maximizing ClickUp. Utilize ClickUp to optimize workflows, track resources, manage communication, automate processes, and much more!
Watch this video to see how you can leverage ClickUp for your agency.
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00:00 Introduction
02:13 3 Ways to Use ClickUp
05:31 ClickUp Use Cases per Role
06:10 Technician Day in the Life
10:52 Manager Day in the Life
13:55 CEO Day in the Life
14:59 ClickUp Hierarchy for Agencies
21:50 Project Management for Agencies
26:09 Client Management for Agencies
30:52 Tips for Workflow & Process Creation
33:14 Marketing Processes for Agencies
35:34 Time Tracking & Reporting
38:28 Team Management
43:15 Advanced ClickUp Tips
46:21 Zapier & Make Automations
48:30 Team Buy-In & Best Practices
51:29 FREE ClickUp Training
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Пікірлер: 11
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SAVAGEEEE!!! Literally a life saver. Going to be sending this to clients!
@DaSilvaLife
2 ай бұрын
Ahhhh Gabby you're the best! 🫶🏼
loooooove your material and resources! lol, no seriously thank you for breaking this down, very resourceful! keep up the great work!
@DaSilvaLife
2 ай бұрын
I love that you love haha Thanks so much! Happy to help! 😍
Heeeey! I tried looking for the "Company Calendar & OOO" template but I wasn't able to find it. Does anyone have it? I loved it ❤
@DaSilvaLife
2 ай бұрын
So glad you loved it!😍 It’s set to publish to the template center soon, hopefully in the next few days 🙏🏽. As soon as it’s live I’ll comment again and let you know!
Awesome video,
@DaSilvaLife
2 ай бұрын
Glad you enjoyed it!!
Hi! Thank you for this video! Your channel has been SO helpful. I also wanted to let you know, your ClickUp coupon isn't working :(
@DaSilvaLife
2 ай бұрын
Thank you!!! About the coupon, do you mean the one in the description? If yes, this is related to our templates. Please let me know :)