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ClickUp and project management

Simpler, faster, and better organized project management

I help you transform your internal operations into a smooth and organized system using ClickUp, or any other platform you already use (Asana, Monday.com, Trello, Notion, Teamwork, etc.).

ClickUp is my primary tool, but I am proficient in several environments.
The idea is not to push a particular software program: it is to improve the way you work.

Why structure your project management?

A good project management structure is like having a GPS for your teams.
We know where we are going, who does what, and in what order.

A poor structure is the opposite:

  • forgotten tasks

  • projects that are falling behind schedule

  • lack of visibility

  • unnecessary meetings

  • constant confusion

I help your team build a system that exudes clarity.

Crer une image exposant la gestion de projets en quipe travaillant ensemble en utilisant les meilleures solutions disponibles-1

What I offer

1. Complete architecture of your platform

Every business operates differently. Your system should follow your logic, not the other way around.

I create:

  • spaces, folders, and lists

  • custom tasks and models

  • automations

  • task and project templates

  • work tablets for teams

  • internal knowledge bases

2. Workflows and automations

Your project management can be almost autonomous.

I implement automations that:

  • create tasks according to project type

  • notify the right people at the right time

  • update the articles of association

  • generate follow-ups

  • eliminate repetitive work

3. Reports, dashboards, and metrics

You get a clear view of:

  • projects in progress

  • the team's capacity

  • delays

  • workloads

  • priorities

  • general performance

 

4. CRM integration → Projects

I create seamless pathways between your CRM and your project management:

  • Sale won → Project automatically created

  • Customer information → Automatic transfer

  • Communications synchronization

  • Centralized monitoring

Works with HubSpot, Pipedrive, Zoho, Monday, etc.

5. Training and documentation

I train your teams so that they feel fully in control of their tools.
I also provide clear documentation so that they can develop independently.

Project management solutions I am proficient in

  • ClickUp

  • Monday.com

  • Asana

  • Trello

  • Notion

  • Teamwork

  • Wrike

  • Hybrid CRM+project platforms

The final result

  • An organized system that is easy to use and designed for your reality.
  • Projects that move forward without chaos.
  • A faster, more confident team.