How BUSINESS MODEL changes the ClickUp Hierarchy (Space vs. Folder. vs. List vs. Task)

[@LaylaPomper]

Use ProcessDriven's FREE Hierarchy Quiz to determine whether any process should be a Space, Folder, List, or Task! processdriven.co/hierarchy-quiz/

[@kevocos]

After a LOT of searching I found Clickup and it is a game change. I work in construction and many bespoke construction PM softwares dont offer what Clickup does.

[@LaylaPomper]

Definitely. A lot of SaaS tools in the construction space try to "do it all" but end up just being mediocre at everything. :/

[@kristygarzell]

Gosh I love all your videos! You've helped me DIY and organize my clickup so much! I am Pinterest VA and I knew I wanted to use clickup as my project management tool, but I was so lost and confused about how to set it up in a way that made sense for my business. This video (and a lot of your other videos) helped clear it all up! I believe I almost have my clickup completely ready to use with the my first client all thanks to you! You have certainly become my favorite Clickup expert in a short matter of time 💕

[@LaylaPomper]

Aw, thank you so much Kristy! I love seeing messages like this!! 🥰 T

[@jonahpollone]

The answer you gave at 46:30 was a huge unlock for me - thank you!

[@LaylaPomper]

Hey Jonah! Thank you so much - I'm so glad it was helpful!

[@NigelGosling]

You videos are brilliant Layla, really great presentation, delivery and personality. Def aiming to get to this level myself.

[@LaylaPomper]

Hey Nigel! That’s so kind of you to say. I think sometimes people don’t quite realize how much prep goes into a long-form presentation like this vs. an edited KZbin video - so I appreciate you commenting! It’s definitely a work in progress, but a Whimsical whiteboard has been a huge help. ☺️

[@rubenssza]

this is my place to go when I need help with Clickup

[@LaylaPomper]

Very glad to hear that! Thanks for watching! 🙏

[@pixojoy]

Feedback request: KZbin playlists of videos relating to Service Delivery Management + Team Management. Watching this all helped so much! I'm heavily considering ClickingUp after watching this 😅 Gonna set it as a possible goal in my budgeting chart.

[@LaylaPomper]

So happy this was helpful to you and thank you for the feedback request!

[@75blackviking]

Massively helpful!

[@Cherylthebookkeeper]

Fantastic 🎉you just saved me buying another app!

[@LaylaPomper]

Glad I could help!

[@JM-tp3xb]

You are awesome!!! Thanks for the value and delivery :)

[@LaylaPomper]

You're so welcome! I'm glad you enjoyed it!

[@sellingwithjohanna]

Real Estate. Would love to see a planner type of workspace.

[@3dmcreative62]

I realy like yours vidioes. This time it was very confusing. It was very helpfull to give a real example insted of talking in a very general and theorticly way

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 I'm glad this was helpful!

[@chloehandelman7584]

Cleanup!!!! I am working with a client who already has lots set up in clickup and I need support cleaning up and reorganizing to the proper process org structure

[@LaylaPomper]

Love it! We've released this for our clients, but I'm going to put it on our KZbin idea list, too!

[@iamashleylbrown]

This was incredibly helpful.

[@LaylaPomper]

So happy this was helpful to you. 😀

[@996vtwin2]

Been playing with this a few days and I think I found out what makes this software confusing. Its not the software that is confusing, its the way the lists are displayed under the folders that make it confusing. Its the visuals that are confusing. If. you need me to elaborate more let me know.

[@LaylaPomper]

Hey Gerald! Just getting caught up on comments🙈 I completely understand! ClickUp definitely isn't for everyone.

[@stefaandevreese3925]

Great value Layla!

[@LaylaPomper]

Thanks Stefaan! I’m glad to hear this helped!

[@msoaresp]

I like ClickUp, but I'm looking for how to manage teams. A dashboard that shows me who has completed all the activities of the week, who is pending, late, etc... In ClickUp I have a great view of the tasks, but statistics I don't see well. Is it me or ClickUp?

[@LaylaPomper]

Hey Marcelo! I found an article that may be helpful: processdriven.co/clickup/how-to-use-clickup/how-to-add-widgets-to-clickup-dashboards-to-keep-your-team-on-track-clickup-dashboard-example/ Hope this helps! - Karleigh at ProcessDriven

[@micheleroberts1006]

Hi Layla! Oh gosh, we did trial and error by bursts, and I'm pretty sure we're over-hierarchical (is that what you called it?)! What I just realized though as I continue to watch is that when we adopted clickup, there were no nested subtasks, and we do a lot of different things for clients -- but maybe that's why we made individual client folders (we're a bookkeeping firm).

[@LaylaPomper]

Hey Michele! Just getting caught up on comments🙈 That would make sense! I would recommend checking out ProcessDriven Foundations, our program to help businesses with systemization issues exactly like this one. Click here for details: processdriven.co/services/membership

[@MattyFettuccine]

No idea if you'll ever see this or answer this, but here is my 2 second user story: Digital marketing agency with ~35 clients. I have each client as a space; 3 folders: start-up, ongoing, offboarding; a list for each service (eg - google ads, website design); tasks as the deliverable; subtasks as the process. I can see that having each client as a space may be cluttered (especially as we grow), but there is a strong need to have all of the client tasks/deliverables in one area. Should I ditch clients each having their own space and instead rely on a dashboard for each client?

[@LaylaPomper]

I like to keep things separated vertically (Spaces, Folders and Lists) by client for ease of reporting. But could you consider making your client a Folder instead?

[@MattyFettuccine]

@@LaylaPomper I actually did that recently! Spaces are “Delivery & Fulfillment” and “Growth”, folders are clients, lists are services and/or phases (eg - startup and Onboarding, Google Ads, SEO, offboarding).

[@ruvimg]

Having a space for each client seems overkill

[@MattyFettuccine]

@@ruvimg really depends how big your services are. It was certainly not overkill for my company at the time.

[@ruvimg]

@@MattyFettuccine interesting, im still learning so considering all options

[@johnstahrstartcleanfitwell1051]

Health & Wellness/Nutrition Coach!!!

[@LaylaPomper]

Thanks for being here. 😄

[@Garethr83]

Really enjoyed this. How would a construction business use the hierarchy? We have 3 main insurance clients we do work for. Each one gives us ~100 customers/addresses a year Each address may give us 1-4 separate jobs eg. Strip out works, drying, reinstatement etc Would it be folder per address? And then a few lists per property? Example list 1 pre Construction, 2 construction Phase, 3 completion Thanks

[@LaylaPomper]

Hey Garethr83! The not-so-fun answer is "it depends". I've worked with construction companies who focus on insurance jobs who end up with entirely different build-outs depending on their approach to tasks. Do you use a contracting software (ex: JobProgress, Service titan, etc.)? That would also impact the answer! In general and just making some big sweeping assumptions, I'd probably have Task per Property and List per Phase or Job Type, depending on which is more important to you. I'd then use Subtasks and Checklists to track the actual work, if my crew was actually using ClickUp. 😉 If you'd like to work through any of this in greater detail, don't be shy about checking out how we work with clients (processdriven.co/services/membership). My team and I are QUITE practiced at guiding clients through these questions (and the one's you haven't yet asked). Just so you know! 😉

[@Garethr83]

@@LaylaPomper hi Layla this goes against the general advice that was suggested through my paid membership where I was told list per property....

[@christianmagill3829]

What if you do mulitphase bespoke projects that often lead to ongoing retainers?

[@LaylaPomper]

Hey Christian! Just getting caught up on comments🙈 The exact process applies. Each type of service has a process that can live at a different level of the hierarchy. You may have a simple project that can be completed in a task, whereas something more customized and with a longer duration could be a List. I suggest you identify your different services and set up an SOP with templates to follow for each case scenario.

[@lucasselbach2]

Layla, congrats, excellent training. If you would like to share your point of view, that would be awesome. In our case, we have a business that has product offers with differente templates (i.e. online product launch / on site course launch). We also are partnering with other professionals to build other business that will use the same templates. So I think I should use a mix: Space for businesses (so I can make it private if I need) Folder for product launches --> List for launch steps (ex. Planning, Pre-pre launch, pre-launch, Launch) Task / subtask for complex tasks, for ex. content creating --> posts created Checklist - when some task / subtask will have more than one person working on it. What do you think? Tks a lot

[@LaylaPomper]

I'm all for use different structures for different business models -- even if its within the same business. As for your setup, it certainly could work! It's really hard to know without more context. Check out processdriven.co if you'd like to dig deeper into this with me!

[@lucasselbach2]

@@LaylaPomper tks my dear!

[@OnlineTherapistGroup]

Hi Layla - I have a business that is built on an ascension model - free content to email list content to multiple levels of paid offers (courses, masterminds, memberships, etc). Any thoughts on org structures for these ascension model businesses?

[@LaylaPomper]

Hey Dr. Amber! Great question! Each service should be treated differently. I would recommend taking one service at a time and using our membership Complex Decision Tree to determine our recommended hierarchy location for that service.

[@NewLittleLife]

Hi Layla! Are you doing ClickUp Consultant work currently?

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 I'm not currently offering 1:1 support, but I do have the ProcessDriven Membership! Get all the details here: processdriven.co/services/membership

[@DustyWoods]

Hi Layla, this is great. I'd use Custom for most of my client projects, but there's a limit of 400 folders per space. So if we grow beyond 400 clients, what then? Thanks!

[@LaylaPomper]

Most common method I’ve seen is add a second Clients space! So: “Clients (A-N)” and “Clients (M-Z)” 🙂

[@yannique]

Hi Layla! As a newcomer to Clickup this was very helpful! I'm still struggling a bit with my hierarchy. I manage influencers so they are my clients but I pitch to brands on their behalf so in essence the brand becomes my client's client. Not sure which one of those is the best fit for me, maybe contractor or consultant?

[@LaylaPomper]

Hey Yannique! just getting caught up on comments🙈 I would recommend starting with the Consultant Hierarchy and then adjust so it fits for you! Here's another video that may be helpful: kzbin.info/www/bejne/ipykmKSXhpKap6c

[@yannique]

@@LaylaPomper thanks for this! 1 year later and I think I have a good flow going for myself!

[@mdamara9266]

Great video. Thanks!

[@LaylaPomper]

You're welcome! I'm so glad this helped you!

[@johanvanwambeke723]

Running NGO with lots of dependencies and information keeping. So it starts out as a CRM and then takes many many branches

[@LaylaPomper]

Hey Johan! Just getting caught up on comments🙈 Thank you so much for sharing - this is fascinating!

[@klassykreationscompany5848]

Hi Layla, thank you so much for this tutorial. I own a wedding floral studio so my business set up would be similar to the wedding photographer (complex event based set-up). Could clarify with the complex event based set-up how would recommend crm related categories such as lead tracking; Active clients, past clients & lost leads?

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 Here are some videos that may help: kzbin.info/www/bejne/bKXXlXuDdqikga8 kzbin.info/www/bejne/iGLci4yHrtmifcU

[@WisconsinGabe]

How would you recommend structuring a “Make to Order” workflow? We sell custom printed products

[@LaylaPomper]

If it’s relatively simple (think promotional products) a Task per Order should work. If it’s complex (like working with a publisher to print millions of books) a List may be better.

[@CursoMilagros]

Minute 13:50 which software are you using to describe the project? I can't read it well, are you using an online tool? Is it click up? I mean: The software where you are putting your frames with different names like: process, etc...

[@LaylaPomper]

Whimsical is what I'm using. :)

[@CursoMilagros]

@@LaylaPomper thank you :)

[@sdh42]

You are a genius! I want to join ClickingUp!

[@LaylaPomper]

The door is always open! ☺️

[@mario312]

Is there a decision tree template somewhere? Can we buy it?

[@LaylaPomper]

Hey Mario! We have it included towards the end of our mini training course here: processdriven.co/services/mini. As this point we're not selling it as a standalone. Like all our offers, you also get human support via our weekly lives, so if you have questions implementing the decision tree...we're here for support!

[@lironossi]

Hi Layla I own a business of adminstration and office orgnized for multiple small businesses (15 now and growing) and I have 4 employies each assinge to 6-9 clinets. how would you recommend to set up clickup? I just open a free account and been watching alot of your videos to figure out how to set it up, and I could realy use your support. thanks

[@LaylaPomper]

Hey Liron! How it's set up will vary based on your business and what works best for you. This would be an excellent question to ask inside of the ProcessDriven Membership. In it you'll learn how to build out your ClickUp exactly how you need it as well as how best systemize your business and increase efficiency. Get all of the details here: processdriven.co/services/membership

[@mdamara9266]

Do you have a video on how to create a Process Org Chart?

[@hipharpist]

[Watching this]

[@LaylaPomper]

Hey all! We've talked about the basics throughout our various videos, but we haven't done a deep-dive on this structure except for in our membership (processdriven.co/services/clickingup/) where it's a central part of how we help 100s of members setup their ClickUp. It's a SUPER powerful process, so I'll make sure to put this on the idea list for a possible KZbin video or webinar! :D

[@mdamara9266]

@@LaylaPomper I'm looking to get a team membership with my company within the next day or two. Just to confirm: there are already detailed docs/videos on Process Org Charts for members? Because I'm very keen to get our structure implemented correctly ASAP. Thanks! Mark

[@Quana_91]

Does anyone know where I can purchase a implementation intake form to give to clients once they sign on?

[@LaylaPomper]

An intake form for what kind of implementation? 🙂

[@juanbautistaquirosfulgado8900]

Structure for ONGs??

[@LaylaPomper]

Hey Juan! Just getting caught up on comments. I'll be sure to add this to our content ideas list to cover in the future!

[@Tufavo81]

Hello, what software do you use for streaming?

[@LaylaPomper]

Streamyard -- but you can find all the links at the bottom of processdriven.co/hub :)

[@Tufavo81]

@@LaylaPomper thank you

[@LaylaPomper]

You got it! Enjoy! ☺️

[@joshuad984]

You are an extremely good presenter. Let me know if you find yourself looking for a new career! Lol.

[@LaylaPomper]

Haha thank you so much!

[@mario312]

i have a whale, but also have productized, makes it look messy but I think I'm moving the whale to a space

[@LaylaPomper]

Sometimes compromises help it feel orderly! :)

[@johnstahrstartcleanfitwell1051]

Hello... Hello...., Hello...Hello!!!!!!!

[@LaylaPomper]

👋👋👋

[@angiehardison4082]

Funnel design

[@LaylaPomper]

Hey Angie! Just getting caught up on comments🙈 We're on it!

[@noemiross3066]

Shopping around newbie.

[@johnstahrstartcleanfitwell1051]

I AM A NEWBE!!!!

[@LaylaPomper]

Hi!!!

[@niznoobsky6043]

Hello 👋🏻

[@LaylaPomper]

👋 Hi there! Thanks for commenting!

[@lanotaparalasemana4289]

Newbie

[@LaylaPomper]

We all start somewhere!

[@noemiross3066]

Charitable nonprofit.

[@LaylaPomper]

Thanks so much for commenting, it means a lot!