Learn The Process by Short Hills Design/Agency Website Development Process for ClickUp - v3

  • $47

Agency Website Development Process for ClickUp - v3

  • Course
  • 6 Lessons

Now with Agency-Level views for ClickUp! Our Agency's very own website development template for ClickUp. The template includes our 5 website development phases as well as a client communication task and a mockup communication task. Updated 11/2023

Watch the Overview Video

This video is an overview of our ClickUp website development template, and will explain why we built the template,  how we set up the template, and how we use it in our agency.

Contents

Website Development Template for Agencies

Introduction and File Download
    Our v3 ClickUp Website Development Template Overview
    • 4 mins
    • 7.03 MB
    Agency View #1: Overall Project Status View
    • 12 mins
    • 59.7 MB
    Agency View #2: Projects by Phase
    • 14 mins
    • 78.6 MB
    Agency View #3: Client by Phase
    • 11 mins
    • 59 MB
    What's Next

      Template Features

      Features - Project Level

      This is a NEW and upgraded version of our Agency Website Development Process Template for ClickUp. In this version we've streamlined the process website building process into 5 separate project phase lists and added a dedicated administration list.

      • The template is designed so that you can work on the website process in parallel phases, or add dependencies to implement waterfall development.

      • There are now built-in custom fields for the Step # so you can easily order (and edit the order) of your tasks in a phase.

      • Each phase has a Phase custom field so you can easily track a tasks's phase in your reporting.

      • A SOP custom field is available for you to add links to your team training for the specific task.

      • A custom list view is available so you can see a summary of a project's tasks so you don't need to scroll through multiple lists to get an update.

      Features - Agency Level

      No agency template would be complete without agency-level features and agency-management views:

      • We show you how to add a space-level view so you can see a top level summary of the status of all of your website projects un their folders.

      • We show you how to use our custom Client field so as a label so you can see what client a phase or task belongs to.

      • We teach you how to build the views below so you can easily manage all of your website builds from different angles.

      Overall Project Status View

      To see the most updated comments for all of your web design projects.

      Overall: Projects by Phase

      To be able to see which projects (and how many projects) are in each stage of your development process.

      Overall: Client by Phase

      To see your clients and what phase(s) of the process they are in currently.

      Clickup v3.0 Screenshots

      Here's how the template looks in Clickup 3.0

      Clickup v3.0 Overview

      Folder Overview

      Summary view of the entire website project.

      Phase IV: Launch Step 6

      A zoom in on Step 6 of Phase IV: Launch

      Folder Overview by Phase

      Website project folder organized by Phase

      Phase IV: Launch Excerpt

      A screenshot of Phase IV: Website Launch

      Related Products

      • $25

      Agency Website Development Process for ClickUp - v3 - TEMPLATES

      • Course
      • 1 Lesson

      These are two of the templates we talk about in the Agency Website Development Process for ClickUp - v3 training. Only $15 when purchased with the ClickUp template. 1. Website Specifications Sheet (Google Doc) 2. Website Content Matrix (Google Sheet)