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Click up onboarding process an configuration establish

UpworkAUNot specifiedintermediate
FigmaWeb DevelopmentProject Management ProfessionalWixDigital MarketingCRM SoftwareMicrosoft OfficeClickUpNotionTrelloAirtableMicrosoft Azure
Job Title: ClickUp Expert Needed for Workspace Setup & Automation Job Description: We’re looking for an experienced ClickUp specialist to help implement and automate our operational workspace for a growing service business. The goal is to build a clean, scalable system that manages our client lifecycle from sales through onboarding, delivery, performance tracking, and expansion. You’ll help structure folders, lists, task templates, custom fields, and automations so our team can manage projects efficiently and reduce manual work. Scope of Work: • Build ClickUp workspace structure (Spaces, Folders, Lists) • Create task templates and custom fields • Implement automations and workflows • Set up dashboards and reporting • Optimize for team collaboration and operational clarity Ideal Candidate: • Strong experience with ClickUp architecture • Skilled with ClickUp automations and integrations • Experience building operational systems for agencies or service businesses • Able to recommend best practices and improvements Bonus: Experience with CRM-style pipelines or client onboarding workflows. ⸻
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Spent: $2,051.81Rating: 0.0Verified