IT Visionists

IT Visionists Unlock smoother business growth with IT Visionists!

We help small businesses save time, cut costs, and scale faster, using ClickUp systems and streamlined workflows
Follow us for practical tips, real success stories, and expert insights.

Visited by our local MP Sarah Owen MP as a small business shout out
30/05/2026

Visited by our local MP Sarah Owen MP as a small business shout out

Is your ClickUp hierarchy working for you or against you? More levels is not better hierarchy - the right hierarchy is. ...
15/04/2026

Is your ClickUp hierarchy working for you or against you?

More levels is not better hierarchy - the right hierarchy is.

Watch the full breakdown on YouTube 🎥 link in bio.

If your ClickUp sidebar is starting to feel overwhelming, your hierarchy might be the problem.Most people set it up by f...
14/04/2026

If your ClickUp sidebar is starting to feel overwhelming, your hierarchy might be the problem.

Most people set it up by following tutorials that show you where to click but never when or why. That's where things go wrong.

ClickUp has also added a brand new level to the hierarchy, Subfolders.

I have just put out a video breaking down all seven levels, including a decision framework you can apply to your workspace straight away.

Worth a watch if you've ever felt like your structure is working against you rather than for you.



Running a service business or managing a team in ClickUp? This video is for you. I'm breaking down the complete ClickUp hierarchy for 2026, including the bra...

New video is live and this one answers the question I get asked more than any other.ClickUp or Monday.com. Which one sho...
31/03/2026

New video is live and this one answers the question I get asked more than any other.

ClickUp or Monday.com. Which one should your team actually use?

I have spent 15 years in business operations and systems.
I hold expert credentials with both platforms.
And this video is completely unsponsored.

What I cover in the full breakdown:

✔ Two questions that will point you in the right direction before comparing a single feature
✔ The core difference between ClickUp and Monday.com in one sentence
✔ Why your user mix matters more than any feature list
✔ Automations, Gantt, dashboards, and pricing - side by side
✔ The hidden costs that most teams overlook entirely
✔ Two real client scenarios where I recommended different tools and why both were right
✔ A clear decision framework you can apply to your team today

Video link is in the comments below.

Still not sure after watching? Drop your team size and your top two or three pain points in the comments and I will give you my honest recommendation. Consultation booking link is also in the comments if you would prefer to work through it directly.

Tag someone on your team who has been putting off this decision. 👇

I was offline for 2 weeks with no warning.An unplanned surgery pulled me out completely. No handover, no notice, no time...
27/03/2026

I was offline for 2 weeks with no warning.

An unplanned surgery pulled me out completely. No handover, no notice, no time to prepare. Just gone.

When I came back, my business had a lot to say about where I had set things up well and where I had not.

My team kept moving. Tasks were assigned, priorities were clear, nothing was stuck waiting for me to show up.

But four client calls had to be rescheduled. Three onboardings had to be pushed back.

And here is the thing I keep thinking about.

The calls stopped because I chose to own them. That was my decision and I knew the risk.

But most people I work with are not stopped by deliberate choices. They are stopped because their team does not know where things live, has no documented steps to follow, and is waiting on one person to hold it all together.

That is not a strategy. That is an accidental bottleneck.

And you will not know you have one until something forces you offline.

This month's newsletter covers
→ How to tell the difference between a deliberate bottleneck and an accidental one
→ Three questions to stress test your business right now
→ A simple way to get critical processes out of your head and into your team's hands

If you know someone who is the only person holding their business together, tag them or send this their way.

Read the full newsletter here: https://itvisionists.com/newsletter/

With ClickUp – I'm on a streak! I've been a top fan for 3 months in a row. 🎉
02/03/2026

With ClickUp – I'm on a streak! I've been a top fan for 3 months in a row. 🎉

Just published a quick video comparing ClickUp AI Notetaker vs Fathom Pro specifically from a ClickUp user perspective.M...
24/02/2026

Just published a quick video comparing ClickUp AI Notetaker vs Fathom Pro specifically from a ClickUp user perspective.

Main takeaway:

If you want ex*****on (owners → tasks/docs) → ClickUp AI Notetaker
If you want replay/shareability (timestamps/clips) → Fathom
If you want both: capture in Fathom, execute in ClickUp (manual/automation)

Today I’m comparing ClickUp AI Notetaker vs Fathom using outputs from the same real meeting, so you can see the difference instantly and choose the tool that...

18/02/2026

Ramadan Mubarak 😊

13/01/2026

If it’s not on your calendar, it probably won’t get done.

That’s the hard truth I’ve learned after years of juggling endless to-do lists and shifting priorities. Time blocking isn’t just a productivity hack, it’s the difference between wishful thinking and real progress.

In my latest video, I show you how to make time blocking actually work using ClickUp 4.0 Planner, plus a clever Google Calendar integration for colour coding and recurring routines.

Inside, you’ll see:
🕒 How to block time for your most important tasks, right inside ClickUp.
🎨 How to use Google Calendar for colour coding and recurring events.
🔄 A seamless workflow to keep your schedule and tasks in sync.
💡 Tips to make your calendar a tool for focus, not just reminders.

Ready to turn your plans into reality? Watch the full walkthrough using the link in comments.

What’s one task you know you should be blocking time for?

Let’s inspire each other, share yours below!

If it’s not on your calendar, it probably won’t get done.That’s the hard truth I’ve learned after years of juggling endl...
13/01/2026

If it’s not on your calendar, it probably won’t get done.

That’s the hard truth I’ve learned after years of juggling endless to-do lists and shifting priorities. Time blocking isn’t just a productivity hack, it’s the difference between wishful thinking and real progress.

In my latest video, I show you how to make time blocking actually work using ClickUp 4.0 Planner, plus a clever Google Calendar integration for colour coding and recurring routines.

Inside, you’ll see:
🕒 How to block time for your most important tasks, right inside ClickUp.
🎨 How to use Google Calendar for colour coding and recurring events.
🔄 A seamless workflow to keep your schedule and tasks in sync.
💡 Tips to make your calendar a tool for focus, not just reminders.

Ready to turn your plans into reality? Watch the full walkthrough video below.

What’s one task you know you should be blocking time for?

Let’s inspire each other, share yours below!

In this video, I’ll show you how to master time blocking using ClickUp 4.0 Planner (calendar) and Google Calendar. Learn how to strategically plan your week,...

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