The Challenge: ClickUp Setup
A growing digital team reached out after their ClickUp workspace had become difficult to manage.
Over time, their structure had expanded across too many Spaces, Folders, and Lists, making navigation slow and confusing. Team members weren’t sure where to add new work or ideas — and with no clear archiving process, clutter quickly built up.
ClickUp’s dashboards, automations, and AI features were underused, leaving the system feeling clunky and inefficient instead of streamlined and smart.
Key Pain Points: ClickUp Cleanup
- Too many Spaces and Lists creating confusion
- No consistent rules for where tasks or ideas should live
- Fear of deleting or archiving items (leading to clutter)
- Overloaded dashboards hiding valuable insights
- Minimal use of ClickUp’s automation and AI tools
- Low team engagement due to poor usability
The Solution
As a ClickUp Lead, Verified Power User, and Admin, I led a full workspace redesign focused on simplicity, scalability, and team clarity.
Here’s how I approached it:
- Audit & Discovery – Mapped out their current workspace to identify redundancies, overlaps, and inefficiencies.
- Structure Redesign – Consolidated Spaces and Folders into a clean, functional hierarchy aligned with real workflows.
- Taskflow Setup – Defined clear rules for where new ideas, requests, and client work should live.
- Archiving Framework – Introduced an archiving and cleanup process with automations to remove clutter safely.
- Automation & AI Integration – Set up ClickUp Automations and AI Assist to eliminate repetitive admin work.
- Dashboard Optimization – Designed role-specific dashboards showing the most relevant KPIs and project metrics.
- Training & Documentation – Created easy-to-follow guides and team training sessions for smooth adoption.
The Results
After implementation, the team reported:
- Improved clarity and accountability across departments
- Reduced workspace clutter and fewer duplicate tasks
- Dashboards that show only what matters most
- Increased adoption and engagement from team members
The system went from feeling overwhelming to being intuitive and efficient.
Client Feedback
“ClickUp finally makes sense. We know where everything lives, our dashboards are clear, and automations are saving hours each week.”
Services Used
- ClickUp Workspace Optimisation
- ClickUp Automation Setup
- Dashboard Design & Reporting
- Taskflow & Template Creation
- Team Training & Documentation
Ready to Streamline Your ClickUp Workspace?
If your ClickUp feels messy, clunky, or overwhelming, I can help you turn it into a system that runs smoothly — so you and your team can focus on delivering results, not managing chaos.