The major use we have is project management as we undergo significant transformations in our operational and strategic spaces. That being said, while significant, it is actually not the thing I wanted to share here. Every business has odds and ends that don't really 'fit' in a space. Too complex for conventional data files, too dynamic not to be cloud based but not structurally significant enough to warrant resources to a dedicated software solution. This is where ClickUp has been incredibly powerful for us, capturing those odds and ends within departments that need to be captured, shared, tracked and often automated without insane development cost, time or complexity. An example would be how we track the status of reoccurring report generation for our clients. As less than 3% of our clients contractually required specialised reporting data on a reoccurring basis, it is something that essential to manage efficiently and historically was in a clunky Excel workbook. There was no accountability, no way to monitor SLAs, no way to identify quickly and easily where bottlenecks in processes existed. With ClickUp, we automate the tasks, can assign and track status in real time, escalate and (my personal favourite) summarise where each report is at for quick high level updates for our executive team with the inbuilt AI functionality.
Pros
AI
Time tracking
Easy navigation
Cons
Nothing springs to mind! Every day I discover a new cool thing
Likelihood to Recommend
Great for project management, reoccurring task management, building trackers and keeping track of what everyone is up to. Like all software that has great functionality, having solid governance and control over access is essential. I recommend ensuring that your admins/owners have a close eye on what is going on across the space or it can turn into an unmanageable nightmare.
We use it for task, track meetings, evaluation forms and chat. While connecting all these different option in ClickUp it makes it a really versityle program. With busy weeks with a lot of work to be done it works great to keep track of your progress and stay productive. ClickUp provides a lot of different uses so you dont need multiple programs.
Pros
Keeps innovating
Easy to use
With chat it brings a new dimension to ClickUp.
Cons
Mail within ClickUp
Likelihood to Recommend
We’d try to mail from ClickUp. But you can’t automize mails and it doesn’t work two way. So you can clean your mails in ClickUp but you wont get notificated with a reply on an email.
VU
Verified User
Team Lead in Sales (Events Services company, 11-50 employees)
We use ClickUp as our company wide Project Management tool for all administrators, operations, HR, finance, and accounting teams. We've integrated ClickUp into almost every data and project aspect of our business from keeping track of new projects, data lists, status updates for client data, and new client projects to reception team's VM log, HR tasks like termination checklists, and employee order notification automations.
Pros
Provide ease of use for building workflows
Various options for list types and status creation make it easy to stay organized between projects
They are constantly providing updates and features to make the platform more robust
Cons
There are not as many customizable options for what can be automated
The system updates are not always announced so sometimes it can be difficult to know where certain buttons are now located
There is sometimes a delay when you move a task or make a change so you have to refresh after doing so
Likelihood to Recommend
Well suited for all accounting workflows but is less suited for trying to automate email announcements based on new tasks or certain workflows where you want to provide others updates.
I manage many projects internally and externally as well as my personal life. ClickUp allows me to manage all of these areas with different uses and needs in isolation and across the whole workspace depending on my focus. It delivers massive flexibility.
Pros
Ability to view the same data in a large variety of ways
Ability to look across your tasks in various levels from complete organisation to a single task
Flexibility to create and manage your work however you want
Cons
Chat - their chat just doesn't work as well as Slack or other message services - mainly in terms of notifications
Formulas - I want to have formulas that use other formulas within their formulas
Automation - they have fairly good automation but I want a much higher level of dynamics in my automation
Likelihood to Recommend
ClickUp can be suitable for most workflow and project management. I would say its a task management software. What is doesn't do is digital signing of contracts or payments of invoices.
If you're questioning it - question no more. Our globally distributed, remote team utilizes ClickUp daily to encourage communication and collaboration across multiple timezones and work schedules. This all-in-one platform has been a game changer for our organization in many ways:
The features alone have streamlined our processes and communication
The platform has afforded us one location for creating process efficiencies
Affordability and features have decreased our company cost overall by eliminating the cost used for external tools
Last but not least, the ClickUp team consists of stellar team members who are always open to feedback and they work hard to implement changes based on that feedback. It's a support system like I've never seen.
On the fence? Jump off. You've found your platform.
Pros
Streamline productivity tools into the platform so you don't have to use external tools
Hearing feedback and implementing changes based upon the feedback
Partner support and education
Cons
There are SO many features that it can be overwhelming to some new users but with a proper implementation team internal to your organization, buy-in is easy.
Not necessarily a missing functionality but an area to increase would be continued integrations with other platforms.
Likelihood to Recommend
Program implementation. As a BPO, we frequently integrate with external customers to implement business support programs that require whole-organization communication along with communication with external stakeholders. The platform has all features necessary to streamline this process in a way that works to not just your team's style and the team members' individual styles, but also external stakeholder styles. Not many companies can say that one product and even one project layout can be tailored to all of that but with ClickUp, it's easy.
ClickUp is used for overall project management and task assignments. It is a great software will tons of features that can be modified to benefit the needs of companies of all sizes.
For me, Clickup keeps me informed of happenings within our organization. Managing vehicles, vacation time and travel for our employees.
Pros
There are many features that allow you to optimize your lists.
The ability to upload documents keep everything in one place.
Assigning tasks to other employees.
Cons
There are some glitches with large amounts of information
Likelihood to Recommend
Clickup is best for information sharing and task management. It is less appropriate for large amounts of information.
Finally we decided on ClickUp Business plan last year - what a game changer that was! Now transparency is guaranteed as everyone knows exactly where their tasks are at any given moment. It's been one of best decisions for 2022 so far: reliable automation & estimates plus multiple views of same boards...it really has everything you need!
Pros
Transparent, readable and easy to use management tool for our clients to understand what is going on on their project.
Fast performance, what is important in daily routine.
High flexibility in settings. Seems like multi-tool thankfull for different modules including Docs and Time Tracking, Whiteboard, Mindmaps, Workload and Roadmap.
Cons
The Mindmap feature could be improved.
Mobile app not so good as web version. Using web version instead, even on mobile devices.
Likelihood to Recommend
Excellent for agile development and a company overview.
I use personally to keep track of task and activities for myself and my reports across multiple departments. I find it useful in tracking many aspects of work such as project management, work order tracking, fleet bookings, meeting management and document management. It makes it easier to get a handle on the multitude of issues that come daily.
Pros
Task management
Dashboards
Many useful ways to view information.
Automation
Templates
Well thought out home page.
Cons
If we could build better relation databases
Address the speed and refresh issues
Allow for formatting reports for print
Allow using data from calculated fields in dashboard reporting.
Likelihood to Recommend
Task management and workflow is excellent. A very feature-rich platform with many ways to accomplish your data management needs. For my use case, I do wish it was better at relational databases as I could then better manage deparment workflows end-to-end.
VU
Verified User
Director in Engineering (Facilities Services company, 201-500 employees)
I use the software for both operational challenges, such as scheduling, as well as for optimizations through their automation. We store documents and keep meeting minutes; we create request forms across departments. We are also using it for Project management across several projects.
Pros
Project Management.
Automation
Documentation
Priotization
Time Management.
Cons
Flexibility based on the industry.
Likelihood to Recommend
ClickUp is a great software to tackle various different operational problems, such as time and project management. However, if you have the right heads, you can come up with many out-of-the-box solutions to use it for, as with its vast functionality, you are able to trim and optimize an internal process that you were carrying out on Excel, Sheets, and similar platforms.
VU
Verified User
Director in Professional Services (Outsourcing/Offshoring company, 501-1000 employees)
