ClickUp

ClickUp in your organisation

• Test

Atlassian Jira

We use ClickUp for many things! We have a ClickUp form for promotional requests (project intake), which is where the majority of our work stems from. This makes it easy to turn requests into task lists and actionable workflows immediately. We use task lists and tasks to manage our daily work, establish priorities, and keep other departments updated on project progress. We use ClickUp documents for our meeting agendas, meeting notes, etc. This allows us to create tasks, communicate with other team members, and keep everything organized right from a single location. We also use ClickUp dashboards to monitor the team's workload, efficiency, and provide visibility to stakeholders on what our team is working on. We also have a wiki that is being used as a ClickUp Knowledge Base. This is a powerful tool for other departments in the organization to learn about ClickUp and quickly start using it. ClickUp is the BEST! It is so much more than a project management tool.

• Reduced walk-up work and miscommunications
• We have been able to actually document time spent doing specific tasks, when before we were just guessing
• We have been able to implement a rating system for projects that allows us to prioritize work more effectively

Asana, Trello, monday.com and Airtable

Canva, Iterable, vidIQ

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.

• Significant reduction in turnaround times on many types of reportable data - as we moved from completely untrackable (manual) data collection to CU, its impossible to give a hard number, but at an estimate we have seen between turnaround times halve overall, some even more significantly.

Notion

We had a lot of problems with the management and communication of our digital agency team. Everything was confusing. No one knew what, how and when a certain task should be done. We didn't have deadlines or clear project organization, which resulted in the loss of several clients. Tired of being buried in the operational side of things and constantly putting out fires, we decided to look for management tools to solve this problem. We tried Trello, Notion, Asana, Monday... but there was always some feature missing to monitor the team's performance, especially communication. Until we discovered ClickUp by watching videos on YouTube. We understood that using just one complete tool is much better than using several. Before, we used Trello to control tasks and Google Chat for communication. It was chaos because we needed to use 2 tools at the same time (and Trello was extremely limited). With ClickUp, I can manage my team's performance and communication efficiency in one place. Using one tool for all of this is much simpler and more practical for me (as a leader and manager) and for my employees.

Nós tínhamos muitos problemas com a gestão e comunicação do time da nossa agência digital. Tudo era confuso. Ninguém sabia o que, como e quando deveria ser feito determinada tarefa. Não tínhamos prazos e clareza de organização de projetos e isso acarretou na perda de diversos clientes. Cansados de estarmos afundados no operacional e apagando incêndio o tempo todo, decidimos buscar ferramentas de gestão para solucionarmos esse problema. Tentamos Trello, Notion, Asana, monday.... mas sempre faltava algum recurso para acompanhamento de performance do time, principalmente comunicação. Até que descobrimos o ClickUp vendo vídeos no YT. Entendemos que usar apenas uma ferramenta completa é muito melhor do que usar várias. Antes usávamos Trello para controle de tarefas e google chat para comunicação. Era um caos porque precisávamos usar 2 ferramentas ao mesmo tempo (e o trello era extremamente limitado). Com ClickUp, consigo gerenciar a performance do meu time e a eficiência da comunicação num lugar só. Usar uma ferramenta para tudo isso é muito mais simples e prático para mim (como líder e gestor) quanto para os meus colaboradores.

• We stopped losing customers due to lack of organization and management
• Deixamos de perder clientes pela falta de organização e gestão
• We increased our revenue by 30% by offering CRM implementation within ClickUp
• Aumentamos nossa receita em 30% por oferecermos implementação de CRM dentro do clickup
• We no longer waste time using different tools to manage tasks and internal communication with the team.
• Deixamos de perder tempo usando ferramentas diferentes para gerir tarefa e comunicação interna com o time

Trello, Notion and Google Chat

Google Meet, n8n, Google Calendar

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.

• At least 10 hours a week saved personally of time saved with organized meeting agendas
• Increased collaboration in Documents and Process Updates (quicker turnaround with responses from team members)
• Reminders of Daily Tasks help reduce and eliminate projects from being forgotten - All tasks are followed up on in a timely manner

Asset Management for Jira, Karbon and Notion

HubSpot Meeting Scheduler, Slack