Chaos to ClickUp: Free Plan-Friendly Automations

In this session, Sandi Sheppard will guide you step by step through building a fully functional staff training tracker in ClickUp using only the free plan. You’ll learn how to set up checklists, custom statuses, due dates, and recurring tasks so you can monitor team progress without relying on spreadsheets or paid add‑ons.

Sandi will demonstrate easy automations—no coding required—that send reminders, update statuses, and keep everyone accountable. You’ll see real‑world examples of how these workflows replace sticky notes and streamline onboarding, training, and daily operations.

By the end, you’ll have a ready‑to‑use ClickUp workspace and the confidence to adapt it to your own processes. Whether you’re brand new to project management tools or just curious about what’s possible for free, you’ll walk away with practical systems you can implement immediately to bring order to the chaos.