Looking for a way to organize your web design and development projects in ClickUp?
In this *Version 1 tutorial*, Dr. David Wank from Short Hills Design walks through his original project management setup for agencies and freelancers. You'll learn how to structure projects with phases, custom fields, and subtasks to efficiently manage discovery, design, development, and launch.
⚠️ This is the earlier version (v1) of our system. For updated templates, use:
📽️ Version 3 (Current & Paid): • Overview: New Version (v3) Agency Website ...
📝 Get the v3 template: https://g.shd3.com/NFyz
📽️ Version 2 (Free): • Video
📝 Download v2: https://g.shd3.com/NFy_
👥 Join our Facebook Group for ClickUp & SEO Agencies: / clickupwebandseo
Special thanks to @AmbitiousVA for the parent task structure inspiration.
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TIMESTAMPS
00:00 – Introduction to Web Design Project Management
01:35 – Organizing Projects with Custom Fields and Milestones
03:16 – Managing Client Information and Task Subtasks
04:50 – Tracking Project Status and Progress Efficiently
06:30 – Utilizing Project Folders and SOPs for Organization
08:15 – Implementing Custom Fields for Project Clarity
09:52 – Creating and Managing Project Templates Effectively
11:28 – Launching Websites and Post-Launch Checklist
13:06 – Handling Content and Image Management in Projects
14:36 – Final Review and Publishing Process Explained
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📧 Questions? Contact us: [email protected]
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