5 ClickUp Hacks Kodah Uses to Wow Its Clients
ClickUp is a powerful tool, but many teams don’t use it to its full potential. At Kodah, we’ve learned how to use it to help our clients in South Africa. We help them stay organised, improve workflows, and get results faster.
Whether you’re a start-up in Cape Town, a team in Johannesburg, or a remote business, these hacks will change how you work.
Let’s explore the five ClickUp hacks we use to deliver world-class service and results.
1. Smart Dashboards That Give You a Bird’s-Eye View
Many businesses handle multiple projects at once. It can be hard to keep track. That’s why we create custom ClickUp dashboards for each client.
These dashboards show:
- Project status in real-time
- Task completion percentages
- Team member workload
- Upcoming deadlines and milestones
You can see your whole business at a glance. Dashboards also link with tools like Google Drive or Slack, so you have everything in one spot.
💡 Kodah tip: Use Custom Widgets to show the metrics that matter most for your business goals—like revenue growth or design project progress.
2. Automations That Do the Heavy Lifting
Repetitive tasks slow down productivity. With ClickUp automations, we make processes smoother for our clients. This lets them focus on what’s important.
Here are a few examples:
- Automatic task assignments based on team roles
- Deadline reminders sent directly to email or Slack
- Status changes that trigger follow-up actions
This automation means nothing gets missed, and your team spends less time on updates.
💡 Kodah tip: Start small. Automate one repetitive task per workflow. Once you see the time savings, expand further.
3. Templates to Launch Projects in Minutes
Consistency is key to growing your business. At Kodah, we’ve made custom templates for common project types, like:
- Marketing campaigns
- Website design projects
- Product launches
- Client onboarding
Instead of starting from scratch, we use a template, update it, and start working right away. These templates ensure nothing important is missed and help new team members get up to speed quickly.
💡 Kodah tip: Review templates quarterly to make sure they align with your evolving business processes.
4. ClickUp Docs for Centralised Knowledge Sharing
Looking for information in email chains is a thing of the past. We create ClickUp Docs to store everything in one place:
- Brand guidelines
- Process documentation
- Meeting notes
- Training resources
Clients can access updated information anytime without needing to ask a team member. Docs can even be linked to tasks for instant context.
💡 Kodah tip: Use real-time collaboration features so your team can edit and comment on Docs together—like Google Docs but within your task hub.
5. Custom Views That Suit Every Team Member
Not everyone works the same way. Developers might like a List View, while designers prefer a Board View. We tailor ClickUp for each client’s workflow. This way, every team member can work in their preferred style without losing focus.
We also use advanced filters to show only what’s relevant to each person. This makes tasks less overwhelming. It ensures your team stays focused on what matters.
💡 Kodah tip: Try Timeline View to visualise project roadmaps. It’s great for planning big campaigns or launches.
Why These ClickUp Hacks Matter for South African Businesses
In a competitive market, businesses need to operate with precision and speed. These ClickUp strategies save time, improve collaboration, and give teams confidence in their work.
Whether your team works in-office in Sandton or remotely across SA, Kodah’s ClickUp expertise ensures your projects are always on track. Your clients will be consistently impressed.
Final Thoughts
ClickUp is more than just a task management tool—it’s a full-scale productivity powerhouse. With the right hacks, you can save hours each week. You can simplify communication and deliver better results to your clients.
Want to see these hacks in action? Let Kodah optimise your ClickUp workspace and help you wow your clients too.