ClickUp™ Setup for Agencies Part 1: How We Manage Client Tasks and Monthly Workflows | Episode 166

**Cold Open (Cody is finally done moving)**

**Skip to Cold Open at 6:20**

A popular request of us is to walkthrough our entire ClickUp™ setup and how we use it as a productized service agency.

In this episode, we go through specifically how we use it for client work and how we automate monthly, recurring task generation.

We also go into other features we use such as scheduled emails to clients and general time tracking workflows for client work when it doesn't make sense to track time on individual tasks.

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