ClickUp Success Accelerator Toolkit

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Get Your ClickUp Working for You—Not Against You
Does your ClickUp feel messy, confusing, or like it’s just adding to your to-do list?
Are you tired of chasing down tasks, repeating instructions, or wondering if your team is actually using the system?
You don’t need another complicated solution. You need a simple, practical toolkit that actually helps you get organized and saves you time—without the overwhelm.
The ClickUp Success Accelerator Toolkit gives you exactly that:
- 80 ready-to-assign tasks (plus training): Know exactly what to delegate and help your team get started fast.
- Custom Fields Cheat Sheet: No more guessing which fields to use—set up ClickUp to fit your business.
- Work Smarter Guide: Simple tips to cut down on admin and get more done.
- Dashboard Planning Workbook: Build dashboards that actually make sense for your team.
- Team Rollout Graphic: Show your team what’s coming and get everyone on board.
- Hierarchy Mapping Tool: Finally figure out how your spaces, folders, and lists should be set up.
- Automation Playbook & Recipe Book: Easy ways to automate the boring stuff and save hours every week.
- ClickUp Champion’s Responsibilities: Make sure someone’s always keeping things running smoothly.
If you’re ready to stop feeling behind and start using ClickUp with confidence, this toolkit is for you.
No fluff, no overwhelm—just practical resources you’ll actually use.
Grab your ClickUp Success Accelerator Toolkit and make your workday a whole lot easier.
Welcome

Welcome to the ClickUp Success Accelerator Toolkit
Welcome to the ClickUp Success Accelerator Toolkit! I’m so glad you’re here. You’ve just tak...
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How to get help
Send an email Contact me at hello@newleafdigital.net.
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About Meagan & Special Offer (40% off)
Struggling to Get ClickUp Working for Your Business? You’re Not Alone. If you’re feeling overwhelmed...
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ClickUp Success Accelerator

Get Clarity: Map Out Your ClickUp Hierarchy
Lesson 1: Map Out Your ClickUp Hierarchy Welcome!If you’ve ever felt lost in ClickUp, wondering wher...
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Create Your System in ClickUp
How to Create Your System in ClickUp (Start with Your Workflow!) If you’re excited to get organized ...
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Set Up Custom Fields (with Cheat Sheet)
Make ClickUp Work for You with Custom Fields Now that you’ve mapped out your ClickUp hierarchy, it’s...
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Assign the 80 Tasks To Your Team (Template + Training)
You’ve been given access to another course with the 80 task to assign to your team template an...
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Work Smarter Guide
Work Smarter—Customize ClickUp for Your Team You’ve got your ClickUp structure, custom fields, and t...
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ClickUp Champion’s Responsibilities
Why Every Team Needs a ClickUp Champion Let’s talk about something that can make or break your team’...
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Roll ClickUp Out With Confidence (Graphic + Steps)
Rolling out ClickUp to your team doesn’t have to be overwhelming. With a simple plan and a clear map...
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Dashboard Planning Workbook
Build Strategic Dashboards—See What Matters Fast ClickUp dashboards turn your business data into cle...
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Do More with ClickUp Automations
Make ClickUp Work for You—Simple Automations That Save Hours Let’s be honest: nobody started a busin...
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Next Steps & Ongoing Support
Next Steps – Take Your ClickUp to the Next Level By now, you’ve learned how to map out your wo...
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Goal Progress
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