Use ClickUp views to organize and filter tasks, view project health, track your team's workload, and more!
Get started now using our Agency Management template!
Space views
We recommend the following views for your agency management Space:
| View | View type | Description |
| Team Overview | Wiki Doc | Introduce your teams in the company, and consolidate useful information, news, or resources |
| Resources | Wiki Doc | List resources that can be useful for colleagues outside of your team, as well your own team members. |
| Organizational Chart | Whiteboard | Show employees a visual organization chart. |
| Overall Process | Whiteboard | Outline your sales process. |
| Timeline | Timeline | Visualize and schedule all tasks in your agency management Space. |
| Workload | Workload | Visualize your team's work and capacity over time. |
| Team | Team | See what your team is working on, what they've accomplished, and what their capacity is. |
| List | List view | See all tasks in your agency management Space in a list. |
Folder views
We recommend the following views for your agency management Folders:
| View | View type | Folder | Description |
| Sales Process | Whiteboard | CRM | Visualize your sales process. |
| List | List view | CRM | See all open CRM tasks in a list. |
| My Assignments | List view | CRM | See all open CRM tasks assigned to you in a list. |
| Calendar | Calendar view | Billing & Invoicing | Keep track of client payments and invoices from a calendar perspective. |
| All Invoices | List view | Billing & Invoicing | See all client invoices in a list. |
| Needs Assignment | List view | Post-Sale Engagements | See all unassigned post-sale tasks in a list. |
| Project Health | List view | Post-Sale Engagements | See all open post-sale tasks in a list. |
| Workflow | Whiteboard | All large client project Folders | Visualize your workflow for this client. |
| Overview | List view | All large client project Folders | See all tasks, status reports, and projects for this client in a list. |
| Urgent Tasks | List view | All large client project Folders | See all urgent tasks and milestones for this client a list. |
| Kanban | Board | All large client project Folders | See all tasks and milestones for this client in a visual Kanban-style view. |
| Gantt | Gantt | All large client project Folders | Visualize the progress of this client's projects, tasks, and milestones in a Gantt view. |
| Timeline | Timeline | All large client project Folders | Visualize and schedule your tasks and milestones for this client in a linear timeline. |
| Workload | Workload | All large client project Folders | Visualize your team's work and capacity over time for this client. |
| Team | Team | All large client project Folders | See what your team is working on, what they've accomplished, and what their capacity is. |
| List | List view | Small Client Projects | See all small client projects in a list. |
| List | List view | Client Feedback | See all client feedback in a list. |
List views
For your CRM Lists' views, read our article Use views for CRM.
For your other agency management Lists, we recommend the following views:
| View | View type | List | Description |
| All Invoices | List view | Invoice Tracking | See all of your client invoices in a list. |
| Calendar | Calendar | Invoice Tracking | Keep track of client payments and invoices from a calendar perspective. |
| List | List view | Incoming Closed-Won Deals | See all tasks in the Incoming Closed-Won Deals List. |
| Project Health | List view | Projects | See all tasks in the Project Health List. |
| Weekly Status Report | List view | Project Management | See all of your projects in a list. |
| Risks, Issues, CRs | List view | Project Management | See all risks, issues, and change requests in a list. |
| Project Team | List view | Project Management | See all Project Team tasks in a list. |
| Change Request Form | Form | Project Management | Create a Form view for change request submissions to the approved schedule, scope, or budget. |
| Tasks | List view | • Phase 1: Defining & Onboarding • Phase 2: Ideation & Production • Phase 3: Review & Launch • Phase 4: Post Launch |
See all open tasks in this phase of the client project. |
| Ideation | Whiteboard | Phase 2: Ideation & Production | Ideate on this client project using a collaborative Whiteboard. |
| Tasks | List view | All small client project Lists | See all open tasks for this client. |
| Kanban | Board | All small client project Lists | See all tasks and milestones for this client in a visual Kanban-style view. |
| Weekly Status Report | List view | All small client project Lists | See all of your projects for this client in a list. |
| Risks, Issues, CRs | List view | All small client project Lists | See all risks, issues, and change requests for this client in a list. |
| Meeting Minutes | Doc | All small client project Lists | Use minute meetings Docs to take notes for this project. |
| Project Team | List view | All small client project Lists | See all Project Team tasks for this client in a list. |
| Timeline | Timeline | All small client project Lists | Visualize and schedule your tasks and milestones for this client in a linear timeline. |
| Workload | Workload | All small client project Lists | Visualize your team's work and capacity over time for this client. |
| Team | Team | All small client project Lists | See what your team is working on for this client, what they've accomplished, and what their capacity is. |
| Change Request Form | Form | All small client project Lists | Create a Form view for change request submissions related to this client. |
| Feedback Form | Form | Project Feedback | Create a Form view to collect project feedback. |
| List | List view | Project Feedback | See all project feedback tasks in a list. |