STEP 1: Accept ClickUp Invite

Please watch this video walkthrough from us on the steps to getting access to your ClickUp folder.

We also highlighted here how we use clickup but this is just the way we do it and not necessarily the best way so feel free to provide feedback if you have any.

IMPORTANT NOTE: For any task you might not know how to do yourself, you can send it to your assigned VA and cc'ing Grace via email (grace@gpdigitalsolutions.com) and we'll set it up for you.

STEP 2: Fill up SYSTEMS TAB with links to your Existing Processes.

In this step, aside from getting to know the Systems and Assets List sheet by watching the walkthrough video, start putting the existing processes you have recorded in the sheet as well.

IMPORTANT NOTE: We can get started as soon as the first task is assigned whether the processes have been recorded or not but it's best to have that as well.

STEP 3: Attend the Kickoff Call, Meet Your VA and Assign first tasks.

Your first task can be sent as an email addressed to your assigned VA and cc grace@gpdigitalsolutions.com
© 2025 GP Digital Solutions | All Rights Reserved