No Better Way to Manage Client Work in ClickUp 🤩

Managing client work across multiple clients certainly was a challenge, until now...
This is part 2 in a 3 part series: The most important least talked about features of ClickUp.
Part 1: • No One Properly Explai...
Part 3: • No One’s Using this Cl...
In this video, I'm sharing why this most basic ClickUp feature can forever change how you feel about managing your client projects. ⬇️
ClickUp calls them milestones, and I'm showing you how these simple little task types can radically change your project management game. 🚀
Why look at your client projects on their own? Does it not make sense to combine all of your project management efforts into a singular view for optimal control and planning capabilities?
Here's what I'm covering in this video so you can jump around:
00:00 Introduction
00:45 Why you're frustrated with ClickUp
01:04 Milestones explained + when to use them
01:38 This is why we're using them
02:00 LIVE LOOK: The enhanced PM view using milestones
05:50 How this view makes us better at time management
06:12 How this view makes us better at sales
06:54 The traditional (+ painful) way of looking at client projects & tasks
07:21 Starting the day with a birds eye view on client work
08:06 Using milestones to track important information
09:20 Needing to have information at the ready
09:45 Why it's worthwhile to build a ClickUp information ecosystem
09:58 The purpose of using milestones - an overview
10:26 Why this is such an important concept
10:47 Part three to this series is next week
A client work PM view like this can be yours in just 4 simple steps:
1. Use milestones for any larger projects and use sub-tasks as the steps that must be taken to complete the project.
2. Create a list view at the Client Work space level filtered to only show milestones.
3. Customize the view columns to include start date, end date, time estimate, time tracked, comments, and create a % completed calculated custom field.
4. Keep the subtasks collapsed.
Don't wait around for a KZbin notification. 😴 I'm dishing out even more SPECIFIC and USEFUL tips for marketing freelancers and consultants right to your inbox!
🔗 www.robynhenke.com/unapologet...
If you haven't jumped on the ClickUp bandwagon, what are you waiting for?? A tool this incredible won't stay this cheap for long (only $7 USD/month)!
🔗 clickup.pxf.io/c/4669743/1416...
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[@thegone3256]

Thank you for sharing this information with us. It really helps me with using ClickUp more efficiently! Can't wait for Part 3 😄

[@imrobynhenke]

Yayyy!! Music to my ears! Can't wait to share part 3... it may be my most favourite part! 🥳

[@clopez0597]

You are the best Robyn! I am watching all your videos even tho I am doing this for organizing my Design and Development Work at the company, I felt so overwhelmed with the tool, but I feel at ease now that I found your channel! Keep the great work 💜

[@imrobynhenke]

CARMEN! Thank you for leaving that comment. It means a lot to hear you say that and to know that you're finding it helpful. It really does make it all worthwhile! 🥰

[@fazelmalekie]

thanks Robyn

[@operationhotshotinc.6887]

Thanks. Would this work for construction and construction management? If so can you create reports of different client construction projects ? And can you add their logo to their reports ?

[@imrobynhenke]

100% absolutely! This method works perfectly for construction. Your space can be construction, folders are clients, and lists are the phases or types of services. But you would need to track time or go back and input time into the tasks for the reports to work. This works especially well for freelancing because I’m in ClickUp all day doing the work so I’m time tracking in real time. You could have the ClickUp app on your phone as well and add time in on the go! Hope that helps!