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My mission at SRC is to help as many people as I can; bring joy back into their business and choice back into their lives. 

It's your life; you should get to choose how you spend it!

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Let's make some tweaks to your systems that help you save time and money! 
Consider this your start-to-finish systems audit, prioritizing one system at a time in 16 questions or less. 

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Top 5 Most Underrated ClickUp Features

Reader Question: “I use ClickUp, but I know I could be using it better. All the features are overwhelming, though. Where should I start?”

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Reader Question: “I use ClickUp, but I know I could be using it better. All the features are overwhelming, though. Where should I start?”

Top 5 Most Underrated ClickUp Features

Read Time: 3 Minutes

ClickUp is a wonderful, free project management tool! It can quickly help you turn the jumbled-up mess that was once your business into a streamlined, to-do list generating machine that saves you a TON of time and money.

… but it can also be extremely overwhelming. There are dashboards, views, and features galore! 🤯

I get it. I really do.

I can not tell you how many times I’ve heard, “I started building out ClickUp, but then I just got sick of feeling like I didn’t even know where to start, so I gave up.”

But when it comes to systems: the simpler, the better.

You don’t need all the bells and whistles. Just the ones that make your life easier. So I want to share my top five favorite and most valuable, ClickUp features. If they serve you, use them. If not, leave them be.


Weekly High Five

Top 5 Most Underrated ClickUp Features
Due Dates+ Assignees

These are easily the simplest to use and yet are often overlooked. I encourage all my clients to set their due dates before the work is due. This creates a buffer and a simple way to delight clients if delivered early. Using Due Dates and Assignees, create an individualized to-do list and notify you or your team when an assigned task is needed. Plus, those recurring due dates: 😍


ClickUp’s automation feature allows you to automatically change the assignee of a project, or task, based on a status change. You can automatically assign tasks, statuses, and priorities as the due date draw near. You can even apply new templates for automatic task creation.

“Me” Mode

In all honesty, this is my favorite view! From the list view, click ME in the top right corner. Then filter your tasks by the due date. Seriously, this is a game-changer! When set to “Everything,” it pulls all of the tasks from every list and creates a to-do list by the date you need to complete it. This one alone saves me TONS of time!


ClickUp has some great integrations. Of course, Zapier creates an invaluable level of automation, but an often underutilized integration is Gmail. You can actually create tasks from an email. Even just reminding yourself to respond at a later time can be such a big help. If you have a team, you can integrate with Slack and receive notifications in your channels whenever they complete a task.

Docs + Attachments

Last but not least, Docs and Attachments! This is great for keeping everything your team needs in one place. It can streamline your team’s review process and creates a centralized hub with easy access to all your most used Docs. 

ClickUp has a ton of really cool features. But, just because you CAN do it; doesn’t mean you should. Find what works for you, and don’t overcomplicate it.

If you are ready to uncover the updates to your systems that will have the highest ROI, grab your free copy of Ditch The Stress and Work Less now.

- Brianna Johns De Moll,
Web + Brand Designer

"WORTH. EVERY. PENNY. My systems are working flawlessly and saving me so much time and stress. I have a hard time handing over the reins, but with Shawnee I had complete confidence."


"Shawnee has absolutely increased my productivity ten fold. All my emails are organized, things are automated, I’ve gotten so many amazing ideas from her on how to run things effectively"


"No more half-baked client experience or workflows. Shawnee will organize that overwhelming mess inside your head and create a workflow that is infinitely more organized! 


"My systems have brought me peace of mind. I don't have to be constantly scrambling to figure out what comes next, or trying to get bits of information I forgot to collect weeks ago."


"I wanted to take my business to the next level and Shawnee is why I accomplished that! She truly cares about helping her clients. She has a gift. I could not have done this without her."