Samantha Peterson: How I Organize My Digital Space With ClickUp Dashboards

Truthfully, is your digital space helping or hurting your productivity?

With wellness being the hot topic of conversation today, it’s important to ask ourselves if we’re managing our time and work in the best healthy way.

Samantha Peterson, the founder of Simply Wellness, has cracked the code on productivity within her own business—prioritizing health while juggling multiple projects and projections. ⚡️

Through her coaching program and resources, she helps high performers become their healthiest selves.

“We believe in thinking differently and because of this, you can achieve a greater level of success because it comes with health and happiness at its core. The way we challenge the status quo is we think proactively, we create healthy habits that are functional for YOUR everyday lifestyle and simple actions that elevate you as a high performer,” she explained.

How does Samantha use ClickUp to move projects forward, collaborate with her team, and juggle various projects… while still dedicating time for wellness activities?

Here to give us her ClickUp organizational tips: it’s Samantha! 🎙

Tell us about Simply Wellness!

Simply Wellness is all about taking ownership of your health and wellness in ways that feel good and are enjoyable! We take a holistic dive into how to become your healthiest self for high-achievers and what that actually means (hint: it’s different for each individual).

This is the “wellthy” lifestyle that doesn’t sacrifice health, happiness or joy for success – but where they meet!

Simply Wellness was born as an inspiration from my oncology patients, who I used to support. Prior to starting my company, I worked as a Clinical Oncology Dietitian and Board Certified Specialist in Oncology Nutrition. After almost 7 years, one of the biggest things my patients repeatedly told me was, “I wish it didn’t take cancer for me to change,” and right there I knew there was a need for proactive health and wellness in our society and country.

It also shed light to how health and wellness is at the true core of our foundation and the need to prioritize it – simply. As high performers, health and well-being is the first aspect that falls by the wayside and we at Simply Wellness are here to change that. This is where health, wealth and success are one!

What is your favorite ClickUp feature?

My favorite ClickUp feature is the Dashboard. It is the perfect place to get an immediate snapshot of what needs to be done, keep inspired ideas, share monthly / quarterly focuses – all in one!

I also love how you can truly customize it to exactly what you need!

clickup dashboard

Build Dashboards for a high level view of teams, projects, data, and more

Another favorite feature that helps us move projects forward is the ability to comment directly on shared images making edits easy and easy to communicate changes.

Assign comments directly on file attachments

With our systems team, we can easily delegate tasks and outline step-by-step tasks that are needed within a single project board. Some tasks are set to repeat whereas others are one-time tasks that we can assign to a team member.

What tools, if any, do you integrate with ClickUp?

I integrate anything from Google Drive into ClickUp using different features like embedding. I also will be integrating Slack and hope to integrate my 1:1 client platform as well!

Add apps and website links to view alongside your tasks

How do you use ClickUp for your business?

Our team at Simply Wellness uses ClickUp to manage numerous projects such as content marketing, content batching, sharing videos, and marketing projects!

We use the Board, List and Calendar features with the Calendar feature being one of our favorite visual snapshots.

Having ClickUp is the perfect one-stop platform to organize, manage and push projects forward!

Easily drag and drop tasks between columns to quickly update task statuses

How has ClickUp improved your work and life?

ClickUp has extremely improved my work and life balance! It’s a place I like to keep all my ideas organized, can refer back to with ease, but also have a pulse check with my team where we are at in projects and projections.

About how many hours a week do you save using ClickUp & what do you do with that time back?

I save about five hours a week! More time for wellness activities while practicing self-care and boundaries that help me show up as my best self.

What advice do you have for others looking to streamline their productivity?

If you are looking to streamline your productivity, try a platform like ClickUp! Most often our productivity is stifled by distraction, time-wasters or consumers, lack of organization and direction.

ClickUp will help you with all of this! Plus it gives you more time to focus on wellness which will be the amplifier for your productivity as a high performer!

Looking for wellness tips from Samantha? Follow her on Instagram @sammypetersonrd and check out her programs and resources online at

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