Organize your Hierarchy for a digital agency

Your ClickUp Workspace represents your entire agency, including members from all of your company's different departments.

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

Organize your digital agency's Spaces

Create one Space to hold all of your client Folders. You can create views at this level to search, filter, sort, and group tasks for a high-level overview.

Use the Agency Management Space template to get started quickly.

Organize your digital agency's Folders

Create one unique Folder for each of your clients to consolidate all of your work and content.

Favorite your most visited locations for fast access.

Organize your digital agency's Lists

Create Lists to hold all of your client work. You could make Lists for content, blog posts, social media outreach, video testimonials, and more.

Organize your digital agency's tasks

Tasks represent the concrete action items you must complete for each client. They can be completely customized depending on how you want to meet your goals and what information is most important to you.

Learn the best ways to use tasks for your digital agency.

 

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