ClickUp Workflow Revamp & Training

Job ID: 40204374

Budget: $250 – $750 USD

My current ClickUp workspace has become a tangle of lists, overlapping statuses, and missed due-dates. I didn't originally set it up myself, but it no longer supports reliable workflow or deadline management, and my team finds it confusing. I want to replace today’s layout with a cleaner system and then learn, step-by-step, how to keep it running smoothly.

What I need:
• A full audit of the existing ClickUp spaces, folders, lists, and automations.
• A re-designed hierarchy and task organisation focused on dependable workflow and deadline control.
• Smart automations, custom fields, and views that surface priorities instead of hiding them.
• Dashboards and reporting that let me track progress and time without digging.
• A live or recorded walkthrough that teaches me how each piece works so we can manage ClickUp confidently on our own.

Acceptance criteria
• All active tasks migrated into the new structure with dates, assignees, and comments intact.
• Automations test-run and shown to trigger correctly.
• Clear documentation or video delivered after the training call.

If you have a proven approach to overhauling ClickUp setups—especially around workflow automation and deadline visibility—I’d love to see an example, hear your timeline, and get started.