If your ClickUp feels cluttered, it might not be the dashboards or automations. It might be the basics. Here’s how I explain the difference between tasks, subtasks, and checklists to my audit clients, plus one quick cleanup you can do today.
ClickUp Tips
How to Organize Client Testimonials in ClickUp (So You Can Actually Find Them Again)
You KNOW you have the perfect testimonial somewhere. It’s just buried in a DM from six months ago. Here’s the simple ClickUp system I use so every nice thing a client says has one home, plus the one small step you can take today to start your own.
ClickUp Is Not a CRM, Buuuut It Can Help You Track Your Leads
ClickUp isn’t a replacement for your CRM, but it can give long-term leads somewhere useful to live until they’re ready to buy. Learn how to organize prospects, automate follow-ups, and build a lead management workflow that remembers what needs to happen next so you don’t have to.
The One List That Runs My Entire Week (As an OBM)
When your tasks are scattered across different clients, platforms, emails, and sticky notes, planning your week can feel like a job of its own. I’m sharing the one ClickUp list that keeps my entire workload organized and the simple custom fields that help me prioritize, delegate, and plan around the brain space each task actually requires.
Work with Katie
Katie helps business owners create stronger systems, clearer workflows, and more organized operations behind the scenes. With over a decade of experience in project management, human resources, and operational strategy, she supports growing businesses with practical systems that reduce overwhelm and help teams function more efficiently.
If your business feels busy but disorganized, Katie can help bring clarity to the way your business runs.