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Workload Management for Agencies: How to Gain Workload & Capacity Visibility in ClickUp

🚀 How We Can Help Double Your Agency's Productivity + Profits Using the ZenPilot System: https://www.zenpilot.com/working-with... ------------------------- Every agency operator wants and needs to know how much capacity their team has. Burnout is a real thing. And if you have no idea how much work your team has on their plates, you're at risk of burning out your team by either under or over working them. In this video, we discuss the 5-steps you need to take to understand your teams workload and capacity in ClickUp. 0:00 - Introduction 0:25 - Step 1: Creating your workload view 2:21 - Workload view settings + ClickUp hack 6:26 - Custom capacity in the workload view 7:28 - Reassigning and remapping tasks in the workload view 8:30 - Step 2: Three key ingredients for your workload view 9:30 - Task building best practices 15:08 - Moving due dates with an overdue tasks view 16:45 - Auditing tasks with a QA view 18:07 - Step 3: Building process templates in ClickUp 21:20 - The best way to remap due dates 22:20 - Saving and deploying templates 24:04 - Step 4: Getting everything in to ClickUp 25:23 - Managing OOO in ClickUp 27:16 - Step 5: Optimize your process templates 30:30 - The result? Full workload visibility 31:20 - Conclusion 📖 Read the guide: https://www.zenpilot.com/blog/workloa... -------------------------------- 📚FREE AGENCY RESOURCES 📚 👥 Join the FREE ClickUp for Agencies Community:   / 12842198   ⚡️ Want to see how your agency operations stack up against 2,000 other firms? take the 20-question benchmark: https://tools.zenpilot.com/pm-benchma... 📕 Download the 47-page guide on how to implement ClickUp for agencies: https://www.zenpilot.com/how-to-imple... 📨 Get biweekly agency ops insights from our newsletter: https://www.zenpilot.com/first-class-... 🎁 FREE client onboarding ClickUp template for agencies: https://www.zenpilot.com/client-onboa... -------------------------------- ⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature. #clickup #clickuptutorial #agencylife #projectmanagement