ClickUp is an incredible project management tool, and handmade business owners can easily use it to streamline their business tasks. Using a project management system, whether ClickUp, Trello, Monday, or Asana, can improve your time management, especially as your business grows.
Here are some of the best features and ways to use ClickUp (or any other project management tool you like!)
Automations
ClickUp has an incredible number of automations that can be set up to make your project management system work even smoother. You can set it up so that a task created in a specific list automatically adds a template you’ve created for subtasks. You can set it up so that it automatically changes the due dates for you when a task status changes.
The goal of a project management system is to make your life easier, make sure nothing falls through the cracks, and automate things that can be automated.
Content Calendars
You can use a project management system by creating a content or marketing calendar for each platform you are using. Here are just a few examples: Instagram content calendar, Facebook group content calendar, Blog content calendar.
If you tend to forget about posting on social media for weeks, using a system like this would be very beneficial as consistency is vital for almost all marketing methods.
Workflows
Mapping out your workflows for any task you do is needed for creating a project management system that works for you. You need to figure out what sub-tasks are required for each larger task and then create a workflow.
For example: a blog post can involve a workflow that includes outlining the post, writing the post, editing the post, creating graphics for the post, adding the post to your website and formatting, and then the date the post goes live.
We even have one for creating new product and all of the pieces that go with it. Want to see our checklist that we use in Asana (but can be set up in any of these platforms?). You can get it here.
Calendars
With ClickUp, you can easily integrate your Google Calendar so that any task you create on your Google Calendar automatically creates a task for you in ClickUp. It might not save you a lot of time for one task, but when you think about how much time it would take you to enter meetings or appointments into ClickUp manually -- it’s well worth it to set this up now!
With any project management tool, you must use it consistently, which is why it’s really important to find the one that works best for you.
My biggest tip when getting started with a project management tool?
Make a list of everything you do for a week - no matter how small the task is. Then, you’ll be able to map out your steps or workflows for each bigger task you complete. Use those workflows to create templates and automations inside your project management tool.
For example: a social media post isn’t just a social media post. It includes several steps - creating graphics, writing the caption, hashtag research, scheduling the post, etc.
