Hi Reader 👋 New: Listen to this email I’m at my day job building out a ClickUp dashboard to try and make sense of all the tasks, deadlines, team progress. And then I stumble upon this card, and it’s called the Who’s Behind card. This card shows “Inbox unread notifications” and “Total overdue tasks” for each user in the workspace. When I went and had a look at it and actually saw the data, it was kind of shocking. Out of the 18 people in the workspace in my day job, 6 of them (an entire third!) had 100+ unread notifications sitting in their ClickUp inboxes. This explained why ClickUp hadn’t been working too well recently as a way to communicate. Can you imagine all the chaos? You get all these updates, people asking questions, people trying to assign you tasks… And then none of the work actually gets done. None of the questions get answered. People just have too many notifications. This is why people keep falling back on apps like Slack and Teams for discussing tickets and ideas So what I’ve done is I’ve made a five-minute video on how I’ve set up my notifications in ClickUp and the process that I think everyone in the team needs to go through to set up their own notifications. I’m sending this out to the workspace now, but I’m going to put it here in the newsletter as well. And this is very ClickUp focused, but the idea still stands. No matter and what app you’re using, you can set up your notifications in a way that suits you. For me, that means:
Watch the video below 👇 I’m currently working with a new client in the property management space. It’s fascinating to see how different industries can leverage ClickUp to streamline their unique workflows. This is what I love about my work - helping businesses unlock the full potential of ClickUp, one notification at a time. If you need personalised help getting your ClickUp workspace into shape, you know where to find me. Let’s turn those notifications off and get some work done! Have a great Friday! Will |
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Read the longer online version of this week's newsletter here. I've been playing with ClickUp AI a lot lately and discovered some really useful things that it can do. I'll talk about AI agents in a future issue (check out a preview of the work on LinkedIn). But today I want to give you a prompt that saved me hours last week. If you're managing multiple clients in ClickUp, you need a quick way to get an overview of each one. Usually this involves delving into the tasks, seeing what meetings...
I was testing out a new camera this week and thought it was the perfect chance to share a little automation for agency and business owners who live in ClickUp. You need a space for your team to collaborate, revise, and handle all the internal back-and-forth. But you want your client's view to be clean, simple, and professional. They don't need them seeing your internal notes of, "ergh why are they asking for another revision!?" This quick automation creates a perfect separation between your...
So yeah, we’re all chasing that same dream. Having one app to rule them all. A single, perfect system where our tasks, projects, and all our awesome ideas can live and work together in perfect harmony. But what if that dream is actually a trap? What if putting everything in one bucket, especially a project management tool like ClickUp (which I love), is quietly sabotaging your most valuable asset? That asset is your thinking. This is why I practice something I call The ‘Second Brain’ Split....