ClickUp

Portfolio rollups, cross-Space reports, and the views ClickUp's native dashboards won't give you. Each entry ships with the tool, a user guide, and the prompts to build a similar one yourself.

→ Entry 01 PowerShell · Local · ~15 min setup →

Portfolio Rollup

A local web app that produces a single-page rollup across all Folders and Lists in a ClickUp Space. Handles the hybrid case — PCB hardware milestones and firmware sprints under the same Product. Caches the structural read to disk so subsequent loads are fast even when ClickUp's API isn't. Your token never leaves your machine.

→ Entry 02 PowerShell · Local · GREEN/AMBER/RED verdict →

Portfolio Hygiene Audit

A local tool that scans every Space in a ClickUp workspace for missing assignees, missing due dates, missing required custom fields, and status-name duplication across Spaces ("In Progress" vs "In progress" vs "WIP"). One page, GREEN/AMBER/RED verdict, per-Space worst-first table, top problem assignees. The predicate to any cross-Space rollup — without hygiene, the rollup lies. Bundled 90-task / 5-Space Apex Defense fixture runs end-to-end with no creds.

→ Entry 03 PowerShell · Local · Per-assignee + deadline pressure →

Cross-Space Workload Report

A local tool that re-cuts the portfolio by person — every open task across every Space, aggregated per assignee, with a deadline-pressure overlay (overdue + due-7d). Surfaces who's overloaded across multiple Spaces simultaneously, which Portfolio Rollup hides because it organizes by List. ClickUp's native Workload view is single-Space and Business+ tier gated. One page, GREEN/AMBER/RED verdict, overload callouts, at-risk task list for the next 7 days. Bundled 90-task / 9-assignee Apex Defense fixture.

→ Entry 04 PowerShell · Local · Per-Space critical-rate →

Due-Date Risk Forecast

A local tool that re-cuts the portfolio by time — every open task bucketed by deadline horizon (overdue, due this week, due this month, later). Per-Space critical-rate breakdown surfaces which Space is leading the risk. Plus overdue-by-assignee callout and the at-risk task list sorted most-overdue first. One page, GREEN/AMBER/RED verdict, the Monday-morning what's-on-fire artifact. Bundled 60-task / 5-Space Apex Defense fixture engineered with Radar Firmware as the deliberate AMBER outlier at 43% critical.

Claude could write this. Two reasons to prefer the script.

Some workplaces — defense, medical devices, finance, anywhere with a strict IT policy — won't let Claude or any AI tool touch production data. These tools run on your machine, with no Claude or AI in the data path — your ClickUp workspace data flows direct from your machine to api.clickup.com and back, no third-party SaaS in between, no telemetry, no tokens leaving your environment. And even where AI is allowed, repeat workflows shouldn't cost tokens — a deterministic script runs the same way every time, for free, forever. The prompt guide on each entry shows how the tool was built with Claude; the downloads are what you run after.