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How ClickUp Docs Help Jodi-Kay Edwards Level Up Her Note-Taking Process

Meet Jodi-Kay, the founder of Alignment Is the New Hustle. πŸ‘‹πŸΌ

Once an accomplished Human Resource Manager working a 9-5 job, Jodi-Kay felt more depleted than fulfilled at the end of each day working for someone else.

She knew that she needed to break the cycle. πŸ™…πŸ½β€β™€οΈ

It was time to pursue other opportunities that filled her cup and aligned with her purpose, and change the trajectory of her life and the lives of others.

And just like that, she ended her chapter as a Human Resource Manager and started her journey of owning an online business.

Now, she works tirelessly to make her wildest dreams a reality by helping early-stage entrepreneurs generate a solid foundation for their businesses.

To do this, Jodi-Kay relies on ClickUp as her project management tool to organize and manage all of her work.

We had a chance to sit down and chat with Jodi-Kay virtually. Read on to learn how this 31-year-old, Business and Mindset Coach from the little island of Jamaica uses ClickUp to create aligned systems and strategies for her clients.

Let’s get started, shall we?!

Tell us more about Alignment Is the New Hustle!

I’m the founder of Alignment Is the New Hustle, a business strategy and personal development brand helping entrepreneurs build profitable businesses in a soulful way so they can build a life and a business they love in a flow state.

I’m a firm believer in mixing the woo with the do and that when your inner work meets your outer work, you’re on your way to creating magic. πŸͺ„

We offer coaching services and learning tools to help entrepreneurs from all over the world experience just that.

From e-courses, digital downloads, private 1:1, group, and our month-to-month, cancel at anytime coaching membership. Through social listening and using relevant performance metrics, we help companies and individuals identify, capture, and engage with their target audience. 

We cater to various learning styles, so there is something for every soul-led entrepreneur.

The mission of Alignment Is the New Hustle is to empower entrepreneurs worldwide to create lucrative lives and businesses so they can grow their impact, reach, and income in a way that is unique to them.

No matter what phase you are at in your journey, we encourage you to apply for coaching support if you are serious about starting, scaling, or succeeding in your early-stage business!

What’s your favorite ClickUp feature and how has it helped you in your day-to-day working life?

I LOVE the Docs feature of Click up. We organize all our SOP’s within it.

I find it to be one of the best entrepreneur tools out there. I use it to organize processes, client notes, e-mails, my framework and so much more.

It’s leveled up the note-taking process, I love how easy it is to take a screenshot and integrate pictures, embed files from my Google Drive and Dropbox.

The best part is that it’s all in one spot and we can organize our thoughts into new easy-to-access pages instead of having hundreds of documents!

creating docs in clickup

Do you integrate any tools with ClickUp?

I integrate ClickUp with Slack, Google Drive, and Dropbox!

This makes our virtual HeadQuarters a one-stop-shop when using ClickUp!

Because of the possible integrations with ClickUp, there is no need to leave your ClickUp Workspace to access your Google Drive files. You can view Slides, Docs, Sheets, and so much more directly in your tasks!

clickup integrations

How many hours a week do you save using ClickUp, and what do you do with that time back?

I save about 5 hours a week using ClickUp!

I’ve been able to get A LOT more done, now that I’m not clicking through Docs trying to find or search for that file, project, or random note I took while rushing to take notes for something.

My stress level has drastically decreased by using ClickUp. It also helps me to see everything big picture, so it’s a fun place to hang out right before I start working on the biz!

everything view in clickup

How has ClickUp improved your work and life?

You had me at ClickUp.

ClickUp is the tool we all knew we needed but settled for less…. for yearssss!

Now that it’s here, I honestly can’t see myself growing my business or organizing my thoughts without it. If I had access to this tool in year one of my business, oweee who knows where myself and my team would be now!

Not only have I received compliments from my team on how organized meetings are, but they actually thank me for adding things to their list of things to do because it’s easy for them to ask questions, cross tasks off, and move things around.

My team has the flexibility to work in a way that suits their own unique style because ClickUp has the ability for them to change their view or add/remove features on their end is life-changing.

On a personal note, I’ve been able to organize my personal life using ClickUp as well by creating a personal Workspace that allows me to live happily inside the app as I go back and forth between both the team and my personal Workspace.

Looking to follow along on Jodi-Kay’s journey? Connect with her Instagram here and sign up for ClickUp today to start organizing everything you need for your business!

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