Locked Plan

ClickUp and Drive Reorg

Every decision you made, turned into a sequenced plan. The rule for your brain: one phase at a time, one decision per phase, I do the moving. You never have to hold the whole thing in your head. You hold the current phase only.

Prepared by Woz for Ace, 2026-06-07. Decisions captured live from our planning session. Companion to the diagnosis at workspace-congruence-audit.pages.dev.

1The decisions you locked

Question	Your call
Container model	Multiple ClickUp workspaces exist. The integration sees only the shared hub. UF and NeoTeams are out of scope: Karim runs UF day-to-day, and NeoTeams has little activity.
Workspace strategy	Keep the shared workspace as the multi-business hub. UF and NeoTeams are excluded from this reorg entirely.
Blast radius	Reorganize YOUR areas now. Leave the team-used eComHD and THM spaces for a later coordinated pass.
The ACE space	Rename it Ace HQ (matches your Obsidian vault), make it your personal and agent cockpit, evict the duplicate business folders.
Focus list	Focus becomes your daily priority shortlist. A new Inbox catches anything unclassified, so Focus never turns back into a pile.
Daily cadence	Deferred. Get the structure clean first, design the daily ritual as its own step afterward.
Drive scope	Full reorg to match the spine, done carefully so team links and permissions do not break.
Execution pace	Run and report. I execute and summarize. I pause for your yes only on irreversible moves.
Historical content	Reorganize what is active. Sweep dead and completed material into one clean Archive, do not re-sort it.

2The spine: one entity list, three systems

This is the backbone everything hangs on. Same names in ClickUp, Drive, and Obsidian. For THM, the property code (HOURP, HOUZN, HOUUS) is the shared key that ties a hotel together across all three.

Entity	ClickUp home	In this reorg?
Ace HQ (personal + agent cockpit)	Renamed from ACE, shared workspace	Now
THM (hotels, by property code)	Texas Hotel MGT space, shared workspace	Later pass
eComHD	eComHD space, shared workspace	Later pass
MHD	Management HD space, shared workspace	Now
RevParPro	New own space (moved out of eComHD), shared workspace	Now
StickyMetrics	Own space (reuse the empty Vault shell, renamed), shared workspace	Now
Party Prints, Evergreen Pride	Existing spaces, shared workspace	Leave as-is
UF, NeoTeams	UF run by Karim, separate workspace	Excluded
Archive	New space for dead and completed items	Now

Source: ClickUp workspace hierarchy (14 spaces, shared workspace) and gog drive listings, 2026-06-07.

3The phases

Stop the bleeding

The routing rule, so it never piles up again

Goal

New tasks stop landing in Focus by default. Business task picks a business space, personal or unsorted goes to Inbox, Focus is reserved for curated priorities.

You decide

Nothing. Already decided.

I do

Write the routing rule into Woz's config once the Inbox and Ace HQ exist (so it points at real lists).

Done when

The rule is live and Woz follows it.

Lock the spine

The one map everything hangs on

Goal

One written entity map shared across ClickUp, Drive, and Obsidian, plus the THM property-code key.

You decide

Confirm the spine in section 2 above.

I do

Write the canonical map note and the property-code to LP-entity to deal-code crosswalk.

Done when

The map exists and you have signed off.

ClickUp structural cleanup

Your areas, quick wins

Goal

The space list matches the spine. Rename ACE to Ace HQ, create the Inbox list, move RPP into its own RevParPro space, give StickyMetrics a space, delete the 4 empty Vault spaces, fold the scattered THM and business folders out of Ace HQ into their real spaces.

You decide

Nothing new. I pause for your yes before the deletes.

I do

All the renames, creates, and moves. Report after.

Done when

Ace HQ holds only personal and agent lists, RevParPro and StickyMetrics have homes, the empty shells are gone.

ClickUp content routing

Drain the Focus pile

Goal

Re-file the cross-business tasks sitting in Focus into their correct spaces. Sweep dead and completed items into the Archive.

You decide

Nothing. I route, you see the summary.

I do

Sort the active tasks in batches, archive the rest.

Done when

Focus holds only your curated priorities, Inbox is the only catch-all.

Google Drive full reorg

The heaviest piece, done carefully

Goal

Restructure the shared drives and folders to mirror the spine. Keep the two-account split (THM under texashotelmgt, rest under ecomhd). Evict the 618 non-MD files out of the Obsidian vault to their correct Drive homes.

You decide

Nothing new. I pause before large folder moves that touch shared links.

I do

Server-side moves to avoid re-uploads, preserve links where possible, run it as a controlled sub-phase.

Done when

Drive mirrors the spine and the drive-ID map is written.

Wire it together and lock it

So it cannot drift back

Goal

Cross-link the layers (an Obsidian note links to its Drive folder and its ClickUp space) and write one short "where things go" rulebook covering all three systems.

You decide

Nothing.

I do

Write the unified rulebook, set the routing rule from Phase 0 as a permanent guardrail.

Done when

The rulebook exists and the three systems point at each other.

4Deferred on purpose

Phase 6, Adoption and cadence. You named the real prize: being dialed into ClickUp daily so the team follows your lead. We are building the clean foundation first, then designing the daily ritual (a morning Focus pull, team-utilization visibility) as its own step once there is something worth opening every day.

Team-space pass. The property-code tagging in THM and the meeting-list cleanup in eComHD wait until your foundation is set, then run as a coordinated pass that does not disrupt staff.

5What happens next

On your go, I start with Phase 1 (write the spine map) and the safe parts of Phase 2 (rename ACE to Ace HQ, create the Inbox, stand up the RevParPro and StickyMetrics spaces, move the misfiled RPP lists). I will pause and ask before deleting the four empty Vault spaces, since deletes are the one irreversible step in this batch.