ClickUp is full of productivity tools that can transform the way South African companies work, but many businesses hardly scratch the surface of what’s possible. In addition to the fundamentals, ClickUp includes a wide range of hidden features and workflow hacks that can change how you run your projects, cut repetitive admin work, and improve overall team efficiency.
Ready to learn the hidden ClickUp tools that can save you time and money in your business? Let’s dive in.
Automate Repetitive Workflows
One of ClickUp’s best hidden features is its powerful automation capabilities. Automate processes to assign tasks when statuses change, update due dates automatically, or inform your team members when key project stages are done. For smaller companies, this takes away hours of manual admin per week and ensures that nothing gets lost.
Custom Templates for Consistency
Create templates for any repeatable process, such as client onboarding, content creation, HR tasks, or monthly reporting. You can clone entire lists, subtasks, and automations in seconds using templates. This ensures procedures are consistent and expedites repeat projects.
Supercharge Tasks with Custom Fields
Use ClickUp custom fields to monitor specs, budgets, or a project’s stage on your task cards. Leverage advanced field types — such as dropdowns, formulas, and dates — to filter, report on, or sort by any team-defined variable. This makes ClickUp the single point of truth for project and business intelligence.
Connect to Your Favorite Business Tools
ClickUp integrates with Slack, Google Calendar, Xero, and dozens of other applications. Power users can use Zapier or Make.com to automate workflows between platforms, such as invoicing and updating customers in CRM. This transforms ClickUp into the hub within an integrated business ecosystem.
Add Docs and SOPs to Tasks with Ease
Say goodbye to scouring for crucial files. Connect SOPs, meeting notes, or client files to tasks or dashboards with ClickUp Docs. This prevents decentralisation of information and ensures every team member has the information they need.
Use “Me Mode” for Laser Focus
Turn on Me Mode to cut through the noise and see only what you’re assigned to — every project, in every view. This is ideal for work sessions and enables staff to focus on priority tasks during busy weeks.
Keep Things Clean on Your Workspace With Archiving
Frequently archive finished projects, tasks, or lists to keep your workspace organised and efficient. Clearing away old items helps teams focus and improves dashboard performance.
Super Shortcuts: Keyboard Commands and Multiple Moves
Learn keyboard shortcuts for ClickUp to navigate quickly and create tasks on the fly. Use the Multitask Toolbar to bulk select assignees, statuses, or watchers — further reducing time spent on admin.
Build Visual Dashboards for Better Decisions
Create custom dashboards to track important metrics — from sales pipelines to workload distribution — using ClickUp’s range of widgets and reporting tools. Decision-making becomes faster with visual overviews, particularly in fast-paced South African working environments.
Get Expert Customisation
For advanced workflows, consider working with a ClickUp solutions partner or certified expert. Experts can help create scalable systems, implement complex automated processes, and provide long-term holistic team training.