(and why it’s the only tool I’ve stuck with since 2020)

I’ll be honest, I’ve tried just about every project management tool on the internet.

Asana, Trello, Airtable, Notion… you name it, I’ve probably built a board or a template in it. But none of them actually stuck the way ClickUp did.

Not because it’s the most beautiful. Not because it’s the most hyped. But because it actually works. Especially for online business owners who wear all the hats and would really love to take a few off!

Why ClickUp Actually Works

ClickUp is an all-in-one platform that helps you manage projects, tasks, launches, clients, content, team members, or just your own brain. And if you’re a service provider, course creator, or online coach, it’s probably the only system you need to run your backend without chaos.

Here’s what I love most (and what clients always thank me for after we set theirs up):

It Replaces Half the Tabs You Have Open Right Now

ClickUp isn’t just for task management. It also handles:

• Time tracking
• Docs and SOPs
• Content calendars
• Client portals
• Automations
• Team comms (bye Slack, in some cases)

Everything lives in one place. That means less toggling, less duplicating, and fewer “wait, where did I put that?” moments.

You Can Customize the Heck Out of It

Your business isn’t a copy-paste template, so your systems shouldn’t be either. ClickUp gives you tons of flexibility to build it your way:

• Views like List, Board, Calendar, or Gantt
• Custom statuses and fields
• Nested tasks and subtasks
• Color-coded everything if that’s your thing

It lets you create workflows that make sense for your brain and the people you work with.

Built for Collaboration (Even If It’s Just You and a VA)

Even if your team is small, ClickUp makes collaboration smoother:

• Assign tasks with comments and due dates
• Track what’s in motion and what’s stuck
• Keep SOPs, client notes, and launch docs in one place

It helps you stay on the same page without needing 17 check-in emails.

Task Management That Doesn’t Suck

This is where it shines most.

Recurring tasks, reminders, dependencies, checklists, all the features that help you hold the backend together without everything living in your brain. You can build structure without it feeling rigid or overly complex.

Track Time and See Where It’s Going

Not everyone needs time tracking, but if you do, ClickUp’s built-in timer and reporting tools actually work.
You can log hours, track estimates, and get a clear picture of how your energy and team time are being used. Especially helpful if you’re trying to price better or prep for hiring.

Budget-Friendly Without Feeling Stripped Down

ClickUp has a free plan that’s actually usable, and their paid plans are super reasonable. It grows with you without massive learning curves or pricing jumps.

Real Talk: It Can Be a Lot at First

ClickUp is powerful, and like any robust system, it can feel like a lot when you’re getting started. That’s where I come in.

As a Verified ClickUp Power User (yep, that’s a thing), I’ve helped clients:

• Build launch tracking dashboards
• Set up recurring content workflows
• Create client onboarding boards
• Simplify their whole backend
  

If you’re staring at a blank ClickUp screen thinking “what the heck do I do with this?” I’ve got you. If you’re ready to stop running your business from your inbox and start feeling like things are actually organized, I can help.

Apply to work with me here

No shame if your current setup is a mess. That’s what I’m here for.