Marketing Agency ClickUp Setup

I'm going to explain how our thing works in operations in detail and accordingly you let me know how to setup my clickup. So first of all client gets onboarded when the deal is final which is done by me and murtaza, after that we tell the team about deliverables like how many creatives, reels and shoots are there for that particular client. After that, there's an initial meeting of client with the marketing team in which they discuss about what topics to be cover in that month and team creates a calendar based on that information like on that day that particular topic will go as mentioned. (However the dates for the calendars are different, some clients date starts from 1st and some are on 15th, while some are on 20th.) That calendar is now given to different departments like designing, video editing and production so that they can align accordingly to their team. For example Azhar, the team lead will allocate that particular client (only reels) to one of the editor and other clients to other editor and same happens to designing team and marketing team. For reels, dependency is on production team so the dates, references and reel upload dates to be shared to the production team so that they can align the shoot accordingly. Once the shoot is done, they inform video editing team how much reels shoot is done and then video editing team starts working on it. That particular editor send the video (need to know how much time he spent to complete the editing of that particular video) to be reviewed to the head of the department and once the department head approves the video, he himself send the video to the client group. If client approves, the video is now ready to go live which is handled by the marketing team. But if there are changes then the re-work is needed and that changes are alloted back to that editor by the video head and same process go ahead until the video is approved by the client. For the next month calendar, marketing team get in touch with the clients 2 weeks prior so that there is no delay in work. So above is the work process follow we are doing and you can see there's multiple department dependency which should be tracked. There's a problem which we want to track with this workflow is that sometimes there's a backlog created either because of client (not available for the shoot) or team (not edited the video on team). Now this backlog should be tracked in a real-time. To understand better, I'm sharing one example below There's a client with 8 Creatives and 7 Reels in a month. Now we are in the middle of month by which 4 Creatives and 4 Reels to be completed but only 2 Creatives and 1 Reel is done and now I want to see in 1 click how many deliverables are pending. Another example, if a client has 8 reels in a month and we were unable to complete it (only 5 reels are completed) and next month is there. Now we have to carry forward those reels to the next month and we have to give 11 reels in that month. So I should be able to check in real time about the backlogs. There's another thing I want to track, sometimes client wants extra work, for example a brochure or a hoarding to be made (but it is not there in the deliverables). However team does the work as they don't know or sometimes clients want it on urgent basis. So we should be able to check in the end of the month how much extra work we have done. Based on above scenario I have to setup the Clickup. Currently we have around 35-40 clients with 7 Departments (Marketing (5 person), Designing (4 person), Video Editing (7 person), Production (2 person), Advertising (1 person), Branding (2 person), HR (1 person)). And we will add number of clients and scale the team so there should be no problem whatever structure we are implementing today. Take your time to assess the above and give me the best and efficient solution. Whatever structure you are going to give, give it properly, don't use any shortcuts. Let it be lengthy, I will study and implement accordingly. Include all the other things as well which is offered in Clickup like timesheets etc. as we will be purchasing their Business Plus Plan. Mention what can be achieved through automations and how, and what is to be done at manual level for the employees. For the dashboards, where they are available or do I have to create manually, then client approved (who will mark it) and to whom the notification goes (whether to a particular person or to a space and all people in that will receive it). Problem Statement: Currently we are using Microsoft Planner for the task allocation and managing day to day task of creatives and videos. We have made assignment by the name of the employee. For example, Azhar, Samir and other editors. The bucket is backlog, to do, in progress etc, which is by the way default from the Microsoft planner. Now the problem which I am facing is the right now is unable to track the proper work assignments, like how many videos of this client is pending. First and foremost thing I want is to track on a single click how many creatives and videos are pending for that particular client. And then in the reports as well, in report I also want to know who made whose videos and how many videos for that particular video editor. I also want the proper working within the team like particular person what work they have to do. Currently we have 35+ clients. So suggest the solution based on that. Help me setup the proper automation

Projekt-ID: 40047257