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Organize your Hierarchy for agency management

Your ClickUp Workspace represents your entire company and all its departments.

The flexible Hierarchy permits you to set up your Workspace in several ways. Below are our recommendations for digital agencies.

Get started now using our Agency Management template!

Spaces

Create one Space to hold all of your Folders.

Create views at this level to search, filter, sort, and group tasks for a high-level overview.

Large client project Folders

Create one Folder for each of your large client projects.

We recommend creating the following Lists in each large client project Folder to categorize your tasks:

  • Project Management
  • Phase 1: Defining & Onboarding
  • Phase 2: Ideation & Production
  • Phase 3: Review & Launch
  • Phase 4: Post Launch

Screenshot of a large client Folder.png

Small client projects Folder

Create one Folder to manage all of your smaller clients. In this Folder, create one List for each client.

Screenshot of the Small Client Projects Folder.png

Categorize your client tasks by sorting and filtering views and track progress using custom statuses.

Other Folders

In addition to your client Folders, we recommend creating the following Folders or a variation of them:

Folder Description Recommended Lists
CRM Create a CRM Folder to track all of your leads, deals, and more.
  • Leads
  • Deals
  • Accounts
  • Contacts
Scope of Work If you use scope of work Docs for your clients, store them in a Scope of Work Folder for fast access.  
Billing & Invoicing Store all of your invoice tasks or Docs in one Folder. Invoice Tracking
Post-Sale Engagements Store all Lists and Docs related to your post-sale engagements in one Folder.
  • Incoming Closed-Won Deals
  • Projects
Client Feedback Keep all project feedback consolidated in one Folder.

Project Feedback