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10 Changes to Make to Your ClickUp as Your Agency Grows

As your agency grows, your ClickUp workspace should too. You can’t use the same systems you used during your solopreneur days if you want to keep things running smoothly.  It’s time to give your ClickUp a makeover to match your agency needs! Here are 10 things to adjust to keep it all working for you. 00:00 Introduction 01:17 Restructure your hierarchy 05:17 Revisit your custom fields 09:07 Start using templates 12:19 Use integrations 13:36 Utilize automations 16:19 Adjust permissions 19:29 Utilize reporting & analytics 21:04 Set up team trainings 23:08 Ask for feedback 25:19 Set yourself up for scale 26:36 FREE ClickUp Training CLICKUP CONSULTING WITH ME & THE DL TEAM ⤵️ 🚀 https://www.dasilvalife.com/contact FREE CLICKUP TEMPLATES ⤵️ 📆 Company Calendar: https://www.dasilvalife.com/free-comp... 🗃️ SOP Library: https://www.dasilvalife.com/free-sop-... 📊 Project Management: https://www.dasilvalife.com/free-proj... 👩🏻‍💻 Meeting Management: https://www.dasilvalife.com/free-meet... CLICKUP CURRICULUM: TEMPLATES, COURSES, & MORE ⤵️ → ClickUp Templates: https://www.dasilvalife.com/shop SAVE 10% with promo code: YOUTUBE → ClickUp Course: https://www.dasilvalife.com/clickup-c... → ClickUp Template Vault: https://www.dasilvalife.com/clickup-t... → Save on your first-year of ClickUp: https://www.dasilvalife.com/clickup-save EXTRA SUPPORT 🎓 Systems School: https://www.dasilvalife.com/systems-s... 💻 DaSilva Life: https://www.dasilvalife.com/ FREE RESOURCES ⚙️ Simple ClickUp System: https://www.dasilvalife.com/simple-cl... 📚 ClickUp 101: https://www.dasilvalife.com/clickup101 📩 Newsletter: https://www.dasilvalife.com/email 📖 Blog: https://www.dasilvalife.com/blog Follow us on Social Media to stay connected! 📱 Instagram:   / dasilvalife   🔗 LinkedIn:   / dasilvalife   ☕️ Facebook:   / dasilvalifenyc   💥 TikTok: https://vm.tiktok.com/TTPdBCSVGv/ 🐦 X:   / dasilvalifenyc   Support the DL Channel: https://www.dasilvalife.com/donate thank you »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» And make sure you subscribe to the channel!    • 10 Changes to Make to Your ClickUp as...   *Affiliate Disclaimer: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week!