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I need a Click Up expert

  • Posted:
  • Proposals: 17
  • Remote
  • #4479841
  • Open for Proposals
Μuhammad Κamran Μ.Lydia S.David O.Moses A.Elijah A. + 12 others have already sent a proposal.
  • 4

Description

Experience Level: Intermediate
I am looking for a Click Up expert to help me set-up a 'Marketing' space to contain marketing campaign plans across a variety of projects and provide some training via MS Teams so that I can utilise and manage moving forwards. Full brief on application however you will be provided with several Excel files to translate across into Click Up.

PLEASE ONLY APPLY IF YOU ARE AN ADVANCED CLICK UP USER WITH EXPERIENCE IN SETTING UP MARKETING CAMPAIGN PLANS.

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Clarification Board Ask a Question

  • Michael A.

    Hey Jenna, To ensure a smooth and effective ClickUp setup, What types of marketing campaigns will be managed (e.g., social, email, content, paid ads)?

    How many projects or campaigns will be active in the Marketing Space at any given time?

    Who are the key users (e.g., yourself, team members, external collaborators) and what access levels do they need?

    Do you have a preferred structure—Folders per project vs. per campaign type?

    Which key data points from your Excel files must be preserved (e.g., deadlines, owners, budgets, channels)?

    What ClickUp views do you want to use (e.g., List, Board, Gantt, Calendar)?

    Do you need automations (e.g., task assignments, status updates, reminders)?

    Should the setup include Dashboards for tracking KPIs like campaign progress or workload?

    Will you need recurring tasks or templates for repeatable campaign workflows?

    What should be covered in the MS Teams training—navigation, task management, reporting, admin settings?

  • Eight Veer Ltd

    How many Excel files/tabs need translating into ClickUp, and roughly how many campaigns/lists/tasks are involved?