End-of-Year ClickUp Audit: Setting Your Business Up for Success in 2025

As the year comes to a close, many of us declutter our homes and closets to make way for the new year. But what about your project management system? December is the perfect time to declutter your ClickUp account, optimize workflows, and set yourself up for a productive 2025.

Here’s a simple audit checklist to help you get the most out of your ClickUp:

1. Review User Roles (Especially Guest Roles)

• Are all guest roles still necessary? If a guest no longer needs access, remove them. This keeps your system clean and secure.

2. Clean Up Unused Tasks, Lists, & Spaces

• Delete tasks, lists, or spaces that are no longer relevant. If a task has been sitting for a while and isn't getting done, ask yourself: Does it really need to stay in the system?

3. Organize Documents & Meeting Notes

• Docs and meeting notes can quickly pile up. Take time to clean up outdated notes, and make sure any unfinished action items are assigned or marked as complete.

4. Check In on Goals

• If you’re using ClickUp Goals (which I highly recommend), now is the perfect time to review your progress. Celebrate what you’ve achieved and update goals for the year ahead.

5. Review Custom Fields

• Are there any duplicate fields or fields that aren’t being used? Consider combining or deleting them to keep your system tidy and efficient.

6. Evaluate Automations

• Review your existing automations. Are they still necessary? Could any be enhanced to improve efficiency?

7. Hold a Retrospective with Your Team

• Schedule a session to gather feedback on how ClickUp is working for your team:

  • What’s working well?

  • What’s frustrating?

  • What should you stop doing?

  • What should you change?

  • What should you continue doing?

  Pre-work: Take a look at recently released features and AI updates—explore how they can improve your workflow in 2025.

By conducting this end-of-year ClickUp audit, you’ll be in great shape to hit the ground running in 2025. A streamlined system means more productivity, less clutter, and more time to focus on what matters most in your business.

Need help with your ClickUp setup?
If you want to implement one system where everything is tracked and stored - You need ClickUp. In 10 weeks you could Implement and onboard your team to a new streamlined system! Contact me about a ClickUp Launchpad if you want to crush productivity in the new year!

Is your ClickUp on the "Hot Mess Express"?
If your ClickUp is underperforming or you want expert guidance to maximize its potential, Contact me about a ClickUp audit. I’m here to help you get your system running at its best for the new year!