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My Virtual Manager

ClickUp dashboard showing open tasks by workstream, release progress bar, and tasks at risk with due dates and priorities

ClickUp Verified Consultant helping agencies and service teams fix broken workflows, dashboards and automations.

Services

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Automation & AI

Stylised image with a bright blue background of a Team working together to optimise their ClickUp workspace.

ClickUp Implementation

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Dashboards & Reporting

Blog Posts: Workflow Audit Series

ClickUp workspace showing a custom dropdown field called Workstream used to organise tasks and improve workflow clarity in a development project

How to Use Custom Fields to Improve Data Consistency and Reporting

ClickUp List view showing five App workstream tasks in the Northstar Digital Development space, filtered to Work In Progress.

How to Improve ClickUp Task Hygiene by Simplifying Nested Subtasks

ClickUp task list view grouped by status showing in-progress and backlog tasks with workstream custom field used to organise and filter development work

Role-Specific Views in ClickUp: How to Reduce Workspace Clutter

Blog Posts: AI & Super Agent

ClickUp Super Agent analysing workflows and dashboards to generate team health signals and operational insights

How We Chose the Team Health Signals for Our ClickUp Super Agent

Illustration representing ClickUp Super Agent analysing team activity, showing diverse team members wearing AI visor masks against a colourful gradient background.

ClickUp Super Agent Case Study: How We Layered Team Health Signals On Top of Existing Dashboards

Not sure where to start? Start with a Workflow Review

  • In a focused audit I will:
  • Review your current workspace structure
  • Identify workflow bottlenecks
  • Map how tasks should move between teams
  • Recommend automation opportunities
  • Typical turnaround: 3–5 days
Book a Workflow Assessment

See what a ClickUp workspace audit actually looks like

I recently shared a real workspace audit for a SaaS team with 6 departments and 30+ employees. They needed more clarity, better visibility, and a stronger foundation before introducing AI and Super Agents.

This blog post and this video, walk through what I reviewed, what the pain points looked like in practice, and why this stage matters before you start layering in automation or AI.