Business & Resource Management
What it is...
These are Plug-in ready to use templates to help you manage all aspects of your internal business activities.
This package will guide you through the steps to upload the templates into your ClickUp Workspace and comes with pre-defined processes, statuses, custom fields, automations and views, as well as guidelines to help explain each section, Pro Tips to make the process even better, and an overview of a ClickUp Hierarchy to show how this fits into the bigger picture.
Processes included...
- Business To Dos
- Business Goals
- Meetings
- Finances
- Business Information/Quick Links Access
- SOP Management
- Services & Products
- Business Materials
- Suppliers
- Tool Management
- Integration Management
- Resource Management
Features...
- How to manage and prioritise your business tasks
- How these templates integrate with your Internal Projects processes
- Zapier automations
- How to automate your SOPs
- 3 different methods to manage your SOPs
- Turing business to dos into projects
- How to break down your business to do list to reduce overwhelm
- ClickUp hierarchy and how the Business Management template fits into it and can integrate with it
- Pro tips
- Built-in purposeful views to easily keep track of what you need to do
- Populated tasks in your SOP Management List for onboarding new team members, offboarding team members, and for covering team members holidays
- How to create tasks from your email provider
- How to link your business activities to your business goals and automate the progress
- Built-in statuses and custom fields to manage additional information and actions
- How to automatically create lists using Zapier
- How to view everything at the Space level without getting overwhelmed
- Built-in ClickUp Docs
- Ideas for additional automations
This template is suitable for those on ClickUp's Unlimited Plan or higher
This template will, reduce ClickUp overwhelm, save you time and energy, and improve your internal business processes.
With this template you get an integrated and automated approach to manage all of your internal business activities, such as To Dos, SOPs, Goals, Projects, Finances, Resources, and more!
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Business & Resource Management ClickUp Template£237
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