How to Use ClickUp to Manage Your Projects & Grow Your Business

September 15, 2023

It’s a situation business owners know all-too-well: When you’re first starting out, everything feels really manageable. But as your business grows — taking on more clients, projects, and team members — things begin to slip through the cracks. So, in an attempt to stay on top of everything, you try juggling to-do lists, emails, and project management tools...only to find that your tasks and projects are totally scattered.

Sound familiar?

First, know that this is a completely normal experience for businesses to go through. Second, know that there’s a solution to help you manage all your projects, stay organized, and get back on track: ClickUp.

What is ClickUp?

ClickUp is a project management (PM) tool that helps you manage your tasks, projects, and to-dos in a variety of ways. Unlike other PM tools that have boards and lists, ClickUp lets you create and customize your own dashboards to stay on top of things in a way that works for you.

How you can use ClickUp for your business

Manage documents

Instead of sending deliverables back and forth, you can house and manage all of your documents in ClickUp! You can also make and see comments on documents to keep projects moving along.

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Time tracking

How much time are projects and tasks taking? Which ones are taking up the most time? You (and your teammates) can track time directly in ClickUp so you can ensure accurate billing and create efficiencies where needed! You can also use time estimates to do exactly what it sounds like, predict the amount of time a task or project will take.

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Faster task management

If you’ve ever worked in a PM tool that requires a lot of manual updating, you know that it can be more of a headache than helpful. In ClickUp, you can highlight multiple tasks to edit them all at once — whether you need to change due dates, move them elsewhere, or delete them altogether.

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Create templates

If you have a lot of projects and processes you repeat frequently, this feature is for you. ClickUp lets you create templates for each project or task set, so you can quickly replicate it in the future. In other words: No more manually creating tasks and to-dos — it’s already done for you! At DaSilva Life, we use this feature to ensure our monthly blogs and emails get out on time.

Custom dashboards

We know we mentioned this one earlier, but it’s worth mentioning again. (That’s how great this feature is!). With dashboards, you can compile specific information both inside and outside ClickUp. We use them for client project dashboards, and not to brag, our clients are always blown away by the organization!

Track and manage emails

At DaSilva Life, we love having an organized inbox. That’s why we tap into ClickUp’s Chrome extension, which makes tracking emails easier than ever. With it, you can assign tasks from your inbox and even take and send screenshots of your emails, giving your team access to incoming requests without logging into the actual email account.

Other ClickUp features we love

Even though we’ve highlighted several amazing features of ClickUp, there are still so many time-saving hacks that other tools don’t have. Things like:

  • Slash commands
  • Favorites bar
  • ‘Me’ mode
  • Custom brand colors
  • Google Docs integration
  • Embedding links
  • And so much more!

Take your business to the next level with our ClickUp course!

Like any new tool for your business, ClickUp comes with a learning curve. And because there are so many ways to customize and use it, you might have a hard time knowing where to start.

That’s why we created an entire ClickUp course to help you learn and navigate this great PM tool at your own pace!

Here’s everything you’ll get with our ClickUp course:

  • 52 On-Demand Video Lessons with step-by-step instructions and hands-on examples
  • Access to our Systems School Community on Facebook, where you can get weekly tech support from the DL Team
  • Plug & Play Templates ready to upload into your ClickUp account
  • Lifetime Access to everything listed above (including future course updates!)

Ready to get your business back on track? Sign up for our ClickUp course!


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