We need a specialist who can help set up an automated board in ClickUp for managing communication with clients. The task is to build a convenient system for tracking the status of interactions with clients, reduce the manual work of the team through automation, and integrate ClickUp with already used services.
What needs to be done:
— set up the board structure in ClickUp (Space, Folders, Lists, Views) for customer service tasks
— create custom fields, statuses, tags, and task templates
— set up automations: triggers, conditions, actions for key workflows
— integrate ClickUp with third-party services (messengers, CRM, email, etc. — details to be discussed)
— set up dashboards and reporting for monitoring workload and statuses
— conduct a short training for the team and prepare documentation for the system
Requirements for the candidate:
— confident knowledge of ClickUp: spaces, tasks, views (Board, List, Timeline, Calendar, Gantt), custom fields
— practical experience in setting up automations in ClickUp
— experience integrating ClickUp with external services through native integrations or Zapier / Make
— ability to explain settings in simple language and document solutions
Collaboration format:
One-time project with the possibility of further collaboration in case of system scaling. Please write your hourly rate
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