ClickUp

Templates

Create reusable project structures. Client onboarding template, campaign launch checklist, recurring deliverable workflows. Set up once, use forever. Templates become powerful when combined with Zapier—automatically instantiate a client's checklist when they purchase through HighLevel.

Tasks

The core unit. Assign owners, set due dates, add subtasks, track progress. Organize into lists, folders, and spaces based on how you think. ClickUp supports unlimited nested subtasks—perfect for breaking down complex processes like A2P registration into individual steps with their own SOPs.

Automations

Trigger actions automatically. When status changes, notify someone. When task completes, create the next one. Reduces manual work and prevents things from falling through cracks.

vs Other Tools

More complex than Asana, more features than Trello. Pick based on how much structure you need. Google Apps works for simple needs; ClickUp scales to complex Business Operations.

For Agencies

Track client projects, internal tasks, and team workload in one view. Integrates with HighLevel via Zapier or Make.com for workflow automation.

The Power of Checklists

Why do checklists work so well? The Checklist Manifesto explains how surgeons and pilots use simple checklists to prevent catastrophic mistakes. The same principles apply to your agency operations.

Build systems that don't rely on memory. Get The Checklist Manifesto →

See Also

• HighLevel ClickUp Integration — Automate client onboarding
• The Checklist Manifesto — Why checklists prevent mistakes
• Business Operations — Systems for scaling
• Connectors and Integrations — Connect ClickUp to other tools