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How We Use ClickUp at CRD One

Lesson 1.1: ClickUp is our operating system

Lesson 1.2: The ClickUp Commandments

Lesson 1.3: What good looks like

Understanding check - Why must every task have a due date?

Understanding Check 

ClickUp Foundations

Lesson 2.1: The ClickUp hierarchy

Lesson 2.2: Where work should live

Lesson 2.3: Tasks, ownership, and accountability

Lesson 2.4: Due dates as commitments

Lesson 2.5: Statuses and progress

Lesson 2.6: Comments

Understanding check

End of Section 2: Key takeaway

Growth Space

Lesson 3.1: Purpose of the Growth space

Lesson 3.2: Leads as tasks

Lesson 3.3: Statuses and sales steps

Lesson 3.4: What happens when a lead is closed

Lesson 3.5: Growth SOPs and expectations

Understanding check


End of Section 3: Key takeaway

Delivery Space – Core Structure

Lesson 4.1: Purpose of the Delivery space

Lesson 4.2: Client folders and consistency

Lesson 4.3: Client setup responsibilities

Lesson 4.4: Client Management list

Lesson 4.5: Service specific lists

Lesson 4.6: What good Delivery looks like

End of Section 4: Key takeaway

Delivery Space – Website Builds

Lesson 5.1: Website builds are projects

Lesson 5.2: Phases and structure

Lesson 5.3: Managing client feedback and approvals

Lesson 5.4: Launch and completion

End of Section 5: Key takeaway

Shared Delivery Lists

Lesson 6.1: Why shared lists exist

Lesson 6.2: The Helpdesk list

Lesson 6.3: Accountability and review

Lesson 6.4: Account Management list

End of Section 6: Key takeaway

Working Well in ClickUp (Global Standards)

Lesson 7.1: Task hygiene basics

Lesson 7.2: Using comments properly

Lesson 7.3: Internal check

Lesson 7.4: Out there and campaign check

Lesson 7.5: On hold and overdue tasks

End of Section 7: Key takeaway

Custom Fields and Automations

Lesson 8.1: Why we use custom fields

Lesson 8.2: Task type and instruction-driven work

Lesson 8.3: Automations field

Lesson 8.4: How automations support quality

End of Section 8: Key takeaway

Operations Space

Lesson 9.1: Purpose of the Operations space

Lesson 9.2: Finance

Lesson 9.3: People


Lesson 9.4: Operations Centre

Lesson 9.5: Resource Hub

Lesson 9.6: Operations Admin

End of Section 9: Key takeaway

Playbooks, SOPs, and Continuous Improvement

Lesson 10.1: What playbooks and SOPs are for

Lesson 10.2: Using SOPs day to day

Lesson 10.3: What happens when SOPs are not followed

Lesson 10.4: Continuous improvement

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ClickUp

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