I currently use ClickUp with my company as a Project Manager. I work with other team members from the Operations team, as well as the Fund Accounting team. ClickUp addresses a lot of process issues that teams can get confused on who is taking what task at what time, and it has relieved a lot of post Deal Won bottlenecks and confusion that we had experienced before. Now, we are able to get automations and templates in play so that when the appropriate item comes in through a form filled out from a team member, everything naturally flows from there.
Pros
Process Development
Tracking Project Progress
Template Creation of Workflows
Daily Reminders of Tasks to Complete
Cons
Turnaround times for some bugs
More App integrations
Likelihood to Recommend
I think ClickUp is best suited for teams that need a process in play for projects that come in that require many team members to complete. ClickUp offers templates for specific projects, making it easy to set up a workflow in minutes with teams with minimal to no confusion. I think ClickUp is better suited for teams that work well with technology, as there is a learning curve with the tools and capabilities of the app and there are many functionalities that take a longer time to learn and even discover. I think project management of many kinds of projects is incredibly useful.
We use ClickUp to ingest and track projects that originate at the Marketing level of our company. Anything from run the business type asks to executive projects are added to our ClickUp instance. We then build everything in a consistent format so teams involved know where to look for information.
Pros
Tracking of projects from the point they were ingested all the way through completion
Ability to customize views/spaces/etc. We keep things consistent at our top Space level but then encourage the owners of their spaces to create what they would like to see as relevant information
They offer tons of resources and support if there is something we cannot figure out or understand
Cons
Ability for parent tasks and subtasks to better 'talk' with one another
Ability to turn on/off or show/hide certain features that we don't want to release to our entire account
Better communication of upcoming updates and changes to the site
Likelihood to Recommend
ClickUp is great because it gives the person using it the ability to customize what they want to see or how the information is delivered to others. In our specific instance, this is important because we encourage people to build their spaces as they see fit. This is all while we maintain a consistent starting point for all projects and tasks
VU
Verified User
Employee in Marketing (Real Estate company, 5001-10,000 employees)
We are a small team, but we manage multiple - on average, 75 - external projects at a time for different clients. At any given time, projects are all in various stages and have individual scopes involving contractors, subs, and more. ClickUp has been a total game-changer for us because it allows us to communicate project status and needs and collaborate on tasks and next steps without spending precious time updating each other in meetings. I'm certain we are a use case outlier, but the platform is malleable, and creating the structure we needed was straightforward once we understood the basics. Task templates and automation are huge timesavers too.
Pros
Project Organization.
Repeat tasks/flows.
Team collaboration/baton passing.
Cons
Custom field organization.
Task grouping by A THEN B.
Relationships are still messy (pun unintended).
Likelihood to Recommend
For the past three years, ClickUp has been the cornerstone of our task and project management. It has served us well in many ways, including creating automation that creates tasks based on external project phases and contingencies, communicating updates with our team, and organizing large internal projects. When we first adopted it, the CRM capabilities weren't what we needed, so we opted for a different platform for that. Still, I can't speak to the function now, knowing that the ClickUp team is continually improving their product.
VU
Verified User
Consultant in Professional Services (Commercial Real Estate company, 1-10 employees)
We currently use Clickup as task management software in order to manage all client interactions as well as internal assignments related to each independent client.
Pros
Organization
Templates
Cons
Phone customer service would be nice
When working with customer service via email, the response time can be a little slow.
Likelihood to Recommend
The way we use it is very well suited. I haven't discovered other ways to apply it to our business but I'm interested to find out once I have time to dig in a little further.
VU
Verified User
C-Level Executive in Product Management (Real Estate company, 1-10 employees)
We needed a tool where everyone in the team can contribute, share tasks, and follow up. ClickUp allowed us to create projects, tasks, and schedules. My favorite is highlighting the most important tasks with a 5-star rating (I used it as an important factor or indicator). We started with a free version, and then after using many tools, it was required to purchase or activate some premium features (this was one of our problems but it is logical for some). In regards to the scope, we used it internally among employees of the company only. We never tried to give our clients access or somehow enhance the process to include them.
Pros
Creating Tasks
Tagging employees
Internal reacting and chatting with employees inside tasks
Cons
Sometimes it is slow after creating many tasks
Free version could include more features
Maybe the ability to email through ClickUp
Likelihood to Recommend
It could be another version of project management software with the ability to interact with employees, tag them and add attachments. For example, in construction, we created items for each building and added the tasks, with timelines and attachments. Then we gave each task dependency link with a higher tier of tasks or a lower.
We transitioned from Wrike to ClickUp. Basically using it as a direct competitor. We run Product, Development, and the rest of our internal departments are using ClickUp. The main use is to keep track of work for each department and show the status of what is going on in the company at any time.
Pros
Colorful UI
Automations
Marketing their Product
Cons
Sprints -> Customization doesn't even work...
"Save 1 Day a Week" slogan is a bunch of crap
Feels over designed and under-engineered
Likelihood to Recommend
The Sprint view they try to get you on is not intuitive and doesn't functionally work for customizations. What should be a core feature doesn't even work. For that reason, I'd rather just use Wrike or Trello..
Really... with how crowded this Product / Project management space is, it feels like they're relying on heavy marketing to try to break-down Wrike or Trello. The product really isn't too much different for features that actually work.
I use it to manage projects within our team. I assign tasks to people on my team and also use them personally to keep my tasks on track.
Pros
Board view is visually pleasing and customizable.
Keeps checklists and subtasks organized.
Shows progress on where you're at with tasks.
Cons
Unable to edit checklists templates easily. I've found you have to just delete a checklist and start from scratch and can't easily edit existing templates.
Sometimes it is glitchy in that tasks take a few minutes to move to the next status.
Likelihood to Recommend
A lot of our tasks have items that you have to do each time you complete that particular task. I was having a hard time keeping track of where I'm at with certain tasks/projects, and ClickUp helped keep things organized, and I can easily track where we're at in each project.
VU
Verified User
Project Manager in Marketing (Commercial Real Estate company, 201-500 employees)
We use ClickUp internally for checklists and client and employee onboarding. We also help clients (Real Estate teams and brokerages) define use cases and implement ClickUp along with other software tools.
Pros
Prioritize tasks.
Allow for additional info/details on tasks.
Clarify who is responsible for what.
Clarify due dates on projects.
Cons
It's always hard to manage a large amount of data and different views/styles.
Easier automation of completion of one task, can generate another task or template (it does this, but could be a little easier for novice users).
Likelihood to Recommend
ClickUp is fantastic for frequently done things or as checklists for things like onboarding - especially when multiple parties are involved. The connection to Zapier is also excellent and allows users to "integrate" with all kinds of other tools. For example, when a status changes in a CRM, ClickUp can create a new template based on that, such as a client onboarding checklist. Real Estate people in particular are wearing many hats and jumping from thing to thing, so ClickUp really helps organize things. I also really like the "status" feature in ClickUp and you can create your own Status. For example, I have a lot of tasks personally that require feedback from others, so I have a "waiting on others" status for things that are off my plate for now, but need review once someone else takes action.
We are a real estate development company that regularly takes projects from inception to construction through many different processes. We use the product to manage different steps from entitlement to project management. ClickUp has allowed us to streamline our processes and compile all relevant project information to one location while also providing task management services.
Pros
Task management
Integration with other products
Cons
Export functionality
Producing reports
Likelihood to Recommend
ClickUp is a good product for a small business like ours. I think that the services that they provide are exactly what we are looking for, and the free plan allowed us to get started it was very useful during the time.
We primarily use ClickUp to manage our projects. Each individual project typically involves 3 teams, each of whom is responsible for a different part. Each team has a product manager that needs to review the output while an account manager per project manages the overall flow. We use ClickUp to make sure everyone is on the same page.
Pros
We have a log of what was done per task.
We are able to search archived tasks.
We're able to quickly see the status of each task.
We're able to organize tasks per billing invoice per client.
We're able to customize it to exactly follow our workflow.
Cons
Stability. It occasionally goes down which is frustrating.
It sometimes is really slow to refresh - such as when duplicating tasks.
It takes a while to get notifications set up to a level that is usable but not overwhelming.
Likelihood to Recommend
It is great if you need a customized way to organize the project workflow in your company. We tested many different softwares before landing on ClickUp which was not only the most customizable but also the most reasonably priced. We are still a smaller company and try to save costs where we can. It may not be the most perfect software to have it act as a CRM.
