ClickUp Workflow

+ Create ClickUp space folders and lists · + Set up custom fields dropdowns multi-selects dates · + Build filtered views for daily execution and tracking · + Set up recurring tasks for daily workflows · + Structure SOPs as reference lists · Strong hands-on experience with ClickUp ...

We are seeking a ClickUp expert to assist us in optimizing our workflow and managing our projects effectively. · The ideal candidate should be comfortable with video calls for real-time collaboration and support. · ...

We are building a scalable operating system where Airtable is our system of record and ClickUp is our system of execution. We need an expert to set up Airtable cleanly and implement Airtable → ClickUp automation so work items in Airtable reliably create ClickUp tasks (and keep a ...

We are seeking a specialist to enhance our customer journey and workflow within ClickUp. The task involves integrating existing SOPs into the system. · Maintain high-quality service through optimization of workflows. · ...

We are seeking a skilled freelancer to help us set up and optimize our automation workflows in ClickUp. The ideal candidate will have experience with ClickUp's automation features and a strong understanding of workflow design. Your role will involve analyzing our current processe ...

I need a ClickUp expert to set up our CRM + Projects workflow from scratch (fast and clean). Ensure templates work correctly (new lead created in seconds, no "template tasks" left in the list). · ...

We're looking for a hands-on Project Manager who truly understands ClickUp not just as a task tool but as an operating system for teams. · ...

I need help organizing my ClickUp workspace. Some tasks are duplicated and my statuses are not flowing correctly between lists. · ...

I'm looking for a specialist to help streamline my internal operations by setting up an integrated automation system across ClickUp, Typeform, and Slack. · Create the required space, folders, and lists for MPGA in ClickUp. · ...

We are looking for an experienced automation engineer to build a fully automated Facebook Ads reporting system. · Pull Facebook Ads performance data such as spend, leads, and CPL for multiple clients or campaigns · Send this data into ClickUp custom fields · ...

We are seeking a ClickUp automations expert to design and implement efficient workflows that streamline our client onboarding process through to project completion. The ideal candidate will have a strong understanding of ClickUp's features and be able to create tailored automatio ...

I'm looking for a ClickUp expert who can audit my workflow and processes within the platform and provide me with a quote to make my entire workflow as functional and optimized as possible. · Audit my workflow and processes within the platform.Provide me with a quote to make my en ...

We're looking for an experienced ClickUp + Slack operations consultant to help us design and implement a scalable operating system for our DTC marketing agency. · The core of the project is setting up ClickUp as our central execution and tracking system, with a strong focus on ag ...

We are looking for an experienced Zapier automation expert to build and optimize a workflow connection between and ClickUp.Connect boards to ClickUp spaces/folders/lists via Zapier · Automatically create/update tasks in ClickUp when items are created/updated in · ...

+We are an early-stage service business looking for a ClickUp expert to help us streamline our operations. · Building effective lead tracking systems · Managing follow-ups · Organizing bookings · + ...

We are seeking a ClickUp expert to assist in creating advanced workflows for our small team. · Your expertise will be crucial in integrating with to enhance our project management processes. The ideal candidate will have a deep understanding of ClickUp functionalities and be able ...

We are looking for an experienced ClickUp specialist to set up a clean, practical workflow for tracking surgical patient requests. · Create a ClickUp List named "Surgical Patient Requests" inside an existing Space/Folder · Set up custom fields (columns), including: Patient Name ( ...

We are looking for an experienced n8n automation expert to guide us in a live Zoom screen-sharing session. · This is a hands-on teaching role: You explain best practices, answer questions, and guide us step-by-step — we implement everything ourselves. · ...

We seek a highly skilled ClickUp expert to design implement a customized workspace tailored to the needs of a multi-business organization. · Create one centralized ClickUp workspace for the entire organization. · Set up separate spaces for each company: Harmony Eco Ranch Timber M ...

We are looking for an experienced ClickUp automation specialist to build and optimize ClickUp workflows using Integromat. · Automate task creation, status updates, and data syncing · Integrate ClickUp with Google Sheets, Drive, Slack, forms, and CRMs · ...