Pleomax Click up Set up

Workspace Setup & Process Automation for Pleomax Fashion Brand on ClickUp

Assisted in the successful implementation and configuration of ClickUp as a project and task management platform for Pleomax, a growing fashion brand. The setup was tailored to optimize cross-departmental workflows and improve task visibility and accountability across teams.

Key Contributions:
Workspace Structure Design: Created a scalable folder and list structure for key departments including Data Entry, Sales, Accounting, and Manufacturing, ensuring logical segmentation of tasks and projects by team function.

Client-Centric Workflow Setup: Developed a client onboarding process within the Data Entry folder, allowing teams to systematically capture critical client information and monitor their progress through defined pipeline stages.

Task Assignment & Collaboration: Established automated workflows for assigning tasks to relevant team members based on department and task type, streamlining operations and reducing manual oversight.

Automation & Efficiency: Implemented task automations to enhance productivity — such as status updates, due date reminders, and tagging — improving turnaround time and reducing missed steps.

Information Management: Designed templates and custom fields for storing and managing client-specific information to ensure accuracy, consistency, and easy retrieval.