Every sector has its own method of keeping things running, from creative agencies handling client projects to factories coordinating supply chains. Kodah — Africa’s Diamond Level ClickUp Partner — customizes your ClickUp into a platform made just for your team. Discover how Kodah enables South African companies to use ClickUp’s versatility in practical, industry-specific ways.
Discovery: Understanding Every Business
Kodah begins with a deep exploration of each team’s workflow, pain points, and existing software. Workshops map out workflows and gather requirements so the ClickUp build is tailored to your industry — whether finance, retail, healthcare, or not-for-profit.
Bespoke Hierarchies and Spaces
Industry-specific customization starts with the correct workspace structure:
-
Agencies: Spaces for clients, Folders for campaigns, and Lists for deliverables.
-
Finance Teams: Portfolio Spaces, Folders organised by department, Lists for approval or compliance processes.
-
Manufacturing/Operations: Sites for locations, Folders for calendars, Lists for shifts or schedules.
Kodah creates these from the ground up or refines existing ClickUp setups to achieve fast-growing, scalable success.
Custom Fields, Templates, and Automation
Kodah’s advanced ClickUp implementations include:
-
Custom Fields: Track KPIs, stage gates, costs, or any stat that matters to your team.
-
Custom Templates: Onboarding, proposals, production, or marketing funnels — designed for your workflows.
-
Automations: Set triggers to automate tasks, reminders, and updates, saving manual admin time in high-volume workflows.
Integration With Your Tech Stack
Kodah integrates ClickUp with industry-standard apps such as CRMs, Slack, Google Drive, or Xero to enable smooth data flow and collaborative working — essential for finance teams, logistics projects, or tech teams.
Custom Dashboards and Real-Time Reporting
Kodah creates dashboards with widgets selected to your goals:
-
Gantt Charts: Track timelines efficiently.
-
Live Metrics: Monitor progress for management and teams.
-
Custom Reports: Shareable with clients or for compliance purposes.
All data is real-time, allowing executives, managers, and teams to respond to information instantly.
Onboarding, Training, and Long-Term Support
From initial deployment to ongoing enhancements, Kodah educates your team, guides decision-making, and refines your ClickUp system as your company evolves — ensuring that your platform is as flexible as your business.