One thing we love about work management solutions like ClickUpUse our ClickUp affiliate link! is flexibility. People have different work methods, priorities, and needs, even within the same industry, so there’s never going to be a one-size-fits-all answer that works for everyone. However, with some customization, you can easily adjust ClickUp’s workflow, task management, and reporting features for your unique application.
In this video ProcessDriven CEO Layla Pomper shares a clip from the Weekly Review™️. In this members-only livestream, she breaks down what’s happening inside ClickUp and answers member questions about the best ways to address small business workflow challenges.
If you’re interested in getting answers directly from the experts and learning about systemization, productivity, and ClickUp solutions along with other participants, sign up for our signature program here and join us!
In this video segment, Layla helps a real estate loan professional create a custom ClickUp Dashboard to view tasks by broker, distribute an equitable workload, and report on processing deadline goals.
Even if you’re not in real estate or financial services, some of the topics apply to any service-based line of work, including:
- Task Capacity
- Workflow Management
- Formulas and Reporting
Creating a Custom ClickUp Dashboard for Loan Tracking (timestamp 01:35)
In this week’s call, one of our ProcessDriven members wants to monitor the number of loans each processor has, adjust loan tasks, and track closing times across multiple offices. So, what is the best way to get a complete workload overview and report? A Dashboard featuring custom Widgets!
In this example, brokers and tasks are organized using a ClickUp Folder hierarchy that looks something like this:
Layla demonstrates the steps for setting up a new Dashboard to get a big picture of each office’s work capacity at timestamp 04:25.
- Create a new Dashboard
- Add a Custom Bar Chart Widget
- Select all Folders for the appropriate office
- Set the X-Axis = Time
- Set the Y-Axis = Number of Tasks
- Group by Assignee (loan processor)
- Adjust for the desired period
- Include Subtasks (if applicable)
These Widget settings will show how many loans each processor is responsible for per selected time unit, day, week, or month (timestamp 05:38). Layla suggests they duplicate the Widget for each office or grouping of loan officers for easier management.
Pro tip: If you want to view all offices and loan processors combined, select each Folder in the hierarchy. However, once connected, you won’t be able to break it out to see individual office workloads (timestamp 06:24). In most cases, one Widget per office gives you a better breakdown.
How to Report on Due Dates vs. Closing Dates
Another question the same member wanted to tackle was tracking whether loans were closed within a specific timeframe (timestamp 07:24).
This is possible by switching to a Grid View and adjusting the Fields so that the start and due dates are visible, adding a Last Updated Field, and applying a Close Date versus Due Date Formula (timestamp 08:35). Now we can see the number of days between the Due Date and Closing Date to determine who is closing early, on time, and late. 🙌
By looking for negatives in the Close Date vs. Due Date Field, we’ll see which loans are closing late so the processor can be contacted. To make this Field pop visually, you can add an emoji for at-a-glance identification (timestamp 11:45).
Although this demonstration explicitly answers one ProcessDriven member’s question about loan processing, it’s easy to see how the steps could apply to project management for nearly any service-based business.
Pro tip: Members can access a ClickUp Formula Gallery, which includes example Formulas and explanations of how they work if you need a little extra help. By copying and pasting or adding a few customizations, there’s no need to start from scratch!
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Layla is the Creator and CEO at ProcessDriven, where she helps small teams turn chaos into process inside our signature training programs. Since 2018, Layla has been combining software, operations, and storytelling to guide 1,200+ teams to “Enjoy the Process!” while building a scalable foundation of business systems. The rest of the time? She's focused on creating value over on our YouTube Channel and free Facebook Group.