ClickUp

Task Management: Use due dates to set and review priorities at leadership meetings.
- All Client Projects Should be Initiated Inside of the Client's Butler Dashboard
- One owner per task with deadline
- All task communication should happen inside of the comments section
Shared Documents: Start all documents in ClickUp for better visibility and integration with tasks, let's try copying Google Doc content into ClickUp docs/ direct from GPT4 if we're using that anyway
- Comment on document if you have questions and share documents in appropriate slack channel
Inbox Feature: Engage with the inbox daily to manage tasks and update due dates. Keep a clean inbox in Click-up (they are simple notifications so can ensure we're all on the same page)
Notes Feature: Capture ideas about products, sales, customers on the go, and discuss them during leadership meetings - it's so easy to convert notes into tasks and assign to appropriate department/person.

ClickUp is our task management and document collaboration hub. It organizes tasks by department and serves as a platform for leadership team communication and will key to internal management processes as we hire and scale company.