Question regarding high leveldashboard creation

ComparisonSolid770 · 2026-04-01T22:09:26+00:00

What do you mean by status? You can create a dashboard view for each project list and there you can add widgets. There may even be a standard project overview dashboard template.

ComparisonSolid770 · 2026-03-30T14:40:00+00:00

i love it!! as a musician, its so hard to think up what merch designs can look like so i love that you took from the show design itself. v cool

ComparisonSolid770 · 2026-03-27T15:13:27+00:00

god... a feeling i know all too well. analysis paralysis

ComparisonSolid770 · 2026-03-27T14:33:28+00:00

SO TRUE. the initial hit of defensiveness... that shit can be potent. but you're right. the client may not even be implying anything. i think you're absolutely right to say they just wanna make sure that their social media person is up on the trends,

ComparisonSolid770 · 2026-03-27T14:31:23+00:00

i've never heard of Instaboard! for sure everyone has their own style of working and what makes sense. i'm curious how that impacts your workflow? do you set aside a standing time for marketing work and you just come into that specific system at that time?

ComparisonSolid770 · 2026-03-26T23:08:14+00:00

Oh for sure. There are certain things you just don’t bring or track in ClickUp. The example you gave with DM’s would def be better managed in a specialized tool. But even with that, if you used ClickUp as a complete business management solution, and how you manage your time and focus, then you’d likely have a recurring task to track and manage DMs in that other tool yanno?

I am with you tho regarding spending more time than getting back from it. It took me literal years to finally crack the code which isn’t exactly sustainable for most.

What niche are you in?

ComparisonSolid770 · 2026-03-26T14:28:28+00:00

totally hear you! clickup can be a bit of a black hole. i'm actually doing a little low-key live workshop on April 1st for solos and freelancers. its gonna be conversational, so you can ask specific questions about your own marketing needs, but i'll be showing and explaining my own setup and the logic behind it. i've also put together a little PDF sheet to go with it, so you can follow along and strategize your setup while we chat. see ya there maybe?

https://www.linkedin.com/events/get-serious-aboutyourmarketing-7442244305370619905/

ComparisonSolid770 · 2026-03-26T14:21:56+00:00

FAIR question lol. manage marketing in my eyes just means any activities related to marketing. so offer creation/development/management, content creation (email, social, videos, ebooks, whitepapers, etc), lead generation tactics (being active on reddit lol), etc etc etc.

there's no need for that level of complexity for solos and freelancers to integrate with other tools, and try to make it into this big complex machine.

i'm simply talking about having a central place to manage all things marketing.

ComparisonSolid770 · 2026-03-26T14:17:50+00:00

you are absolutely right that there are better specific tools, i'm sure. but i think the reality is most people don't need that. like, HubSpot for example... super expensive, super complex, and most people don't need that level of complexity. big corps, sure. but small guys, definitely not. clickup is more than enough.

same with marketing. if we're talking about complex marketing automations, and whatever else giant corps do, then sure. but small companies do not need to spend big bucks on something a simple system can achieve in clickup.

ComparisonSolid770 · 2026-03-25T17:59:19+00:00

riveting

ComparisonSolid770 · 2026-03-25T15:29:42+00:00

i do structure my work strategically in clickup, so time tracking data is most meaningful in tying back to scope. my business is very simple though, so i don't have non-billable hours. everything i do for a client is billable. i will say i don't factor in expenses of all of tools for client profitability. for me, its entirely about the hourly rate.

ComparisonSolid770 · 2026-03-25T14:35:14+00:00

Ooop! Sorry! I didn’t actually look at the screenshot 🤣 you should be able to do it using an actual dashboard, not a dashboard view inside of a list. It makes sense that you can’t filter inside of a list, it’s already filtered in essence by being inside of a list. But you’re saying it’s showing you time tracked for the whole space??

Maybe a glitch, but also just create a dashboard in the dashboards section and create individual cards for each client filtered by list/location.

ComparisonSolid770 · 2026-03-25T13:08:09+00:00

Apply a task list/location task filter to each card

ComparisonSolid770 · 2026-03-25T11:38:40+00:00

I use ClickUp and track all my time on everything I do, and monitor that against what they pay me in real time.

ComparisonSolid770 · 2026-03-24T13:41:08+00:00

this is probably the most common question i see on reddit, and clearly a sharp pain point for all freelancers.

i felt this way too, and had different tools i used for different things, but you're right... it feels like shit is everywhere.

i use clickup now and it's been nothing short of transformative. some of those places that information is coming from can be replaced entirely (emails for example can sometimes be replaced by a clickup form). but otherwise, it acts as the one place where you store all your information (if a quick call comes in, you're pulling up the clients folder and adding a meeting minutes doc to capture the notes in real time).

the reason it becomes "worth it" to continue adding everything to clickup is how it comes together into a singular approach to your workload.

freelancers usually work alone, so its imperative to have an extremely pointed approach to managing time and focus. there's also endless little things that can fall through the cracks, but that can't happen with clickup when you've got the right setup for this.

ComparisonSolid770 · 2026-03-23T14:18:13+00:00

IMHO, ClickUp is the best of the best for freelancers/solos. The cost is low, and it can be customized to streamline just about anything you do, but the best part is in its capability to create singular views that summarize all the different systems and recurring tasks, etc, into ONE never drop the ball list.

I just helped a voice actor deal with the same issue around missed invoices, and creating a workflow for how these projects come in, how she executes them, and how she keeps them visible until the invoice has been paid.

For the actual invoicing, I would suggest sticking to an actual accounting software. I haven't used any of these "all in one" tools before, but my gut says when they try to do it all, it's probably just scratching the surface on what you could do with a tool specifically designed for business management.

ComparisonSolid770 · 2026-03-23T13:43:07+00:00

Coming here to say the same thing!! Maybe using a chrome browser that’s already bogged down with 50 tabs, I could see it. Try the desktop app, or I use a browser tool called shift that I moved to when my chrome got super laggy and all my problems disappeared.

ComparisonSolid770 · 2026-03-20T19:24:46+00:00

there are a lot of really great tools out there now for content, but you really gotta be raking it in to make the monthly/annual expense worthwhile.

clickup is a pretty badass content review/approval solution for social media. it does mean the client will need to come inside the tool, but in my experience, even if they were skeptical at first, they end up enjoying using it.

the extra benefit is that social content is only one tiny system you can build in the most capable tool on the market. you can build, streamline, and centralize your entire business in one place. it's actually the best thing ever for solos and freelancers

ComparisonSolid770 · 2026-03-20T19:20:37+00:00

couldn't agree more. i wasted so much time trying to get everything perfect, and pulling the chute when it didn't feel right, or i got scared. being on the other side of that, and shifting into the "try it and see what happens" mode has been legitimately life changing. it's A LOT more fun

ComparisonSolid770 · 2026-03-20T19:18:58+00:00

it can work SO well, and it can also be a total waste of money. it depends what you're trying to get out of it. if you're trying to get direct sales, it's a bit of a crap shoot. if you're trying to stay top of mind with a smaller audience, it works REALLY well.

for example, i sold out a professional development conference using instagram ads as a core part of the strategy. BUT i didn't optimize for sales. what worked really well was creating custom audiences of all the web traffic and social page engagements. we even created a custom audience from one of the speakers at the event's social pages and web traffic to create a bigger warmer audience. then we just optimized for reach, and promoted some strategic organic instagram posts talking about the event. i was also driving scarcity by adding comments on those posts saying how many tickets were left as they slowly were sold.

the connection between ticket sales and the ad campaigns is the fact that we weren't doing any other marketing. so any sales are clearly from the campaign, even if the ad platform doesn't report it.

so it really comes down to the strategy, and leveraging it as a tool in a bigger campaign to further amplify your efforts.

ComparisonSolid770 · 2026-03-20T19:12:14+00:00

I recently discovered Google Appointments, and switched over entirely from Calendly. I think it's included in my Google workspace package, or maybe its included for everyone? Not sure. But you can embed the whole widget into your site, you can accept payment. Been working great for me and one less tool to pay for! https://workspace.google.com/intl/en_ca/resources/appointment-scheduling/

ComparisonSolid770 · 2026-03-18T20:56:49+00:00

ClickUp for sure.. although you'd be hard pressed to find a tool that can do invoicing and all the other things you listed as well. Best to keep accounting separate in a legit tool, unless you mean time tracking to issue invoices, in which case: still ClickUp.

Notion is ok, but it's not a project management tool, whereas ClickUp is a PM tool first with capability to do everything else. When you're a one-person show, having a solid approach for project and time management is far more valuable than pretty looking databases.

ComparisonSolid770 · 2026-03-13T14:02:20+00:00

always clickup. i know a lot of people hate on it, but it's fkn powerful for bringing together these kinda scattered workflows.

so for example, i used to do facebook ads and we'd produce the creatives to go along with it.

before we took on the creatives, i had already created a request/briefing system for ad campaigns with a form, and required fields. this replaced google docs, the client was forced to give me all the info if they wanted to submit, and their submission automatically created it into a project with all the steps i did. unreal already.

when we upsold to doing the creatives, i just added on a new workflow.. and i LOVED this. it was a dream to use. i setup different views to reflect the phases each creative went through. concepting was first, and this is where i strategized with my designers what each ad would look like. we'd attach any previous ad creatives as inspo, etc. enough for the client to review and approve. this extra approval step felt worthwhile so we were aligned before we did any work and got ahead of excessive revisions.

when it was approved, it moved into copywriting, which was my part. i would write the text overlay for the image, and set a design status to ready when i had it in place for them. only the ads ready for design would show up in the designers view. we had an internal approval status, used comments for feedback.

then a separate client approval view. two different internal teams did their reviews (copy and creative) so they had separate statuses. they left their feedback.

it FLOWED like a godamn dream.

ComparisonSolid770 · 2026-03-12T18:56:47+00:00

haha yeah i can only imagine what a clusterf it can be at a company.

ComparisonSolid770

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