ClickUp vs. Engagedly

I think it is great for task management and project management. It allows for much easier cross-team collaboration. Personally, I found it useful as a project and team manager to better keep track of all the deliverables that have been assigned to various members of the team. It is less appropriate to use as a CRM even though the website mentions it can be used as one, it still lacks many features which a full-fledged CRM would provide.

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Engagedly has a huge range of possibilities and we chose it because of all the functionalities it offers. I'm not marking my rating a 9 or 10 because of the UI. If you're an active user (e.g. in the people department) then you get used to the UI fast enough. However, if you only use it twice per year (like all our other users) it can be difficult to find what you need. That being said, Engagedly offers a truly broad range of HR-related functionalities and we're very happy about that!

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• Task Management - you can easily track details and notes of the tasks, deadlines and important dates, and notes and key links for the task. This has really leveled up how we manage projects and tasks.
• Operational efficiency - by tracking where time goes the most or which tasks go the most, it enables you to identify areas where the most time is being spent and if that process needs to be improved or changed to streamline workflow.
• SOP/Document storage - it is easy to create documents for standard operating procedures and processes and have a file to easily locate and reference them.
• Files for projects or clients - ClickUp allows you to create separate files, folders, and subfolders to easily store and locate any corresponding tasks, projects, or important documents for that specific project or client.
• AI overview - for tasks or documents with longer note sections or that have spanned more time and have more notes involved, ClickUp has an AI overview tool that helps with summarizing.

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• setting up review cycles so they can be repeated and capture all data along the way
• creating the structure of a goal from individual all the way up to the company that is easily tracked
• employee engagement/recognition that our employees are actually excited about

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• The AI ​​integration is a bit clunky and feels forced.
• The uncontrolled use of custom fields by the team
• Configuring environments to reduce complexity
• La integración de la IA es un poco tosca y se siente forzada
• El uso incontrolado de los custom fields por parte del equipo
• La configuración de los entornos para reducir complejidad

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• performance management - setting this up is quite complicated
• reports in all sections aren't always user friendly
• no help videos in the new U.I
• The survey module is quite basic, you cant set up surveys with answers that lead to different routes, i.e. if no ask this, if yes ask that

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It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.

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ClickUp is generally very usable once the workspace is properly organized. The flexibility of views, custom fields, task structure, dashboards, and automations makes it easy to adapt the platform to different teams and workflows. The main reason I would no rate it a 10 is that the amount of functionality can make the interface overwhelming, specially for new users. large workspaces with many custom fields, notifications, views, and hierarchy levels can also require some training and ongoing governance.

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The amount of features available is a lot, but they are hard to navigate due to the UI not being on par with them. Still if used properly, Engagedly is useful to keep track of multiple individuals and their personal goals.

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For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.

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The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.

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I started using ClickUp when it was what most would consider a baby company. There were the occasional bugs that made working in ClickUp a little bit of a headache, but the support feature allowed me to chat with a real persona and communicate my issues. I would always get prompt support and someone willing to really help me, not just point me to FAQ pages. Not feeling like a number really makes a difference.

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Absolutely! We love engagedly because we haven't faced any kind of lagging or such issues in website. It also has a convenient app through which you can access everything. They are very polite and address to each and every query relating to software which may cause hinderence in the process.

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There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.

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Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.

And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.

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ClickUp is more robust and customizable than the ones we tried. I like Notion's user interface but seems more powerful to track progress. We didn't need the timetracker part of Monday and Asana seemed a little too cumbersome. So ultimately we went with ClickUp because it had the most potential... potential that we still have yet to harness.

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We used SharePoint Forms to make customized forms for ourselves but it did not work well. Our IT needed to build a system from scratch with a help of an external developer team and they were simply not capable of creating something that complicated. Engagedly already has a great platform and it was a life saver for us that we can just start using after the streamlined implementation period for a brief period of time. With SharePoint, we kept having weekly meetings for over 1.5 years to fix bugs, add necessary functions, etc. after the implementation.

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Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.

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• Reduced about 35% of our yearly tech stack spend by replacing other products
• Ability to negate automation software with more open API key abilities connecting to one streamlined service
• Reduced onboarding time and improved project speed with use of systems by 20%

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• We haven't used it long enough to calculate ROI (YET), but - we've had EEs who never engaged with performance management before who are excited to use the program
• It has already provided a better framework to set up goals for our teams
• Neg impact - limited feed of info from HRIS - requires some manual data to uploaded.

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