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I will streamline your workflow with a clickup setup as an expert consultant
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Looking to optimize your team's productivity and streamline your workflow? Here's what the packages include:
Basic:
-Analysis of current (as-is) workflow;
-Recommendations for streamlining your workflow in a table format, including the ClickUp features to be configured and the ClickUp plan required;
-Briefing on how to choose the right plan for your team.
To start any package, I will ask you to provide a brief description of your team's current workflow, including your tasks, projects, and other activities, as well as team roles.
Standard:
-Customization of Workspace settings, including Spaces, Folders and Lists, ClickApps, and Custom Fields;
-Creation of List and Board views tailored to your needs;
-Creation of Task templates to streamline your processes.
Premium:
-Analysis of your team's key pain points, inefficiencies, and areas for improvement to streamline with ClickUp;
-Recommendations on how your specific needs could be configured in ClickUp;
-Briefing on how to use ClickUp features to further optimize your workflow.
Let's collaborate to optimize your workflow and achieve your business goals!
Do not hesitate to reach out to me via message with any extra inquiries.
FAQ
What account access do I need to make a setup?
You should be registered in ClickUp with the email and invite me to the platform with admin permissions for the new workspace you want to set up.
What are the topics to choose from for the one-hour training?
Add-on topics (one per session): • Notifications Settings Page, • Time tracking, • Resource Management, • Collaboration within tasks, • Using Documents. Notice: I have a conversational (B2) English level, as proven by the certificate.
How shall I describe the team's process?
Take the core process. Consider a separate action that is being taken by one employee between the other's input and output. Emphasize what this action has changed and how the employee has pushed the result further now.
What is the team in terms of Gig?
Mostly, it is a separate team performing one core process. For example, a team of app developers making mobile apps, a team of designers, or a team of digital marketers performing campaigns. It's not a whole company. The more narrow the team you chose, the more detailed the process is configured.
