Today, I am going to show you how to recreate DesignJoy's client management dashboard inside of ClickUp. Let's get into it!
--------------------
🏃 Get Started Here -
🔥 My AI Automation Agency:
https://www.automatio.io
✉️ Business Inquiries:
[email protected]
🆙 ClickUp:
https://clickup.com/
--------------------
📖 Description -
DesignJoy’s project management dashboard has set a new standard in the productized service space. By crafting a simple yet effective dashboard that streamlines communication, project tracking, and task delivery, Brett Williams transformed the way that agencies interact and work with their clients. The beauty of his system lies in its minimalism—proving that managing clients doesn’t have to be complicated to deliver exceptional results.
In this video, I’ll guide you step-by-step on how to build a similar client management dashboard—but instead of Trello, we’ll be using ClickUp. We’ll cover the essential features that make Brett’s system so powerful and how you can recreate that same streamlined experience in ClickUp’s platform.
By the end of this video, you’ll have everything you need to create a ClickUp dashboard that boosts efficiency and simplifies client management. Let’s dive in!
Subscribe for weekly tutorials!
--------------------
⏰ Timestamps -
0:00 👋 INTRO
1:37 👶🏻 ClickUp Basics
4:38 🃏 Set Up Intro Cards
8:45 🔨 Creating Tasks
12:13 ⚖️ Scaling The System
16:29 ✌️ CONCLUSION
--------------------
🔗 My Links -
🌊 Webflow:
https://try.webflow.com/l9bi5zf0cljy
🥞 Memberstack:
https://memberstack.com/?via=survivingyourtwentys
🤖 Botpress:
https://try.botpress.com/g9islyh7pjv6
🔮 Make.com (Signup here for one FREE month!!):
https://www.make.com/en/register?pc=survivingyour20s
🚀 My Webflow Membership Agency:
https://www.memberify.io/
--------------------
👨 WHO AM I -
I'm Alex, a 28 year old Financial Analyst who lives in Nashville, TN. On this channel, we explore the no-code strategies and tools that can help us launch the projects that inspire us and, consequentially, lead the lives we've always dreamed about.
If that sounds interesting, consider subscribing! See you in the next video 😀
PS: Some of the links in this description are affiliate links that I get a kickback from 😜