ClickUp vs. InEight

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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For engineering and constructions project, InEight Document is one of the best out there. It is flexible, end-user and admin friendly and has enough features for any size company. If you need to be able to track documentation and have good revision control, easy review workflows, and good transmittal workflows, InEight Document is great.

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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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• Tagging segments of work.
• User defined views and descriptions for all screens.
• Customizable ribbons to provide an efficient use of the software.
• Multiple layers/dependents to allow for an extreme drill down of the work and the ability to roll up to a more useful level for upper management review.
• You can bid the work as you would build it, in detail.

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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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• Provide a simpler version (cliff notes) of the knowledge database
• Offer versions of InEight for smaller companies, i.e. less than 20 emplyees, under $5M in revenue
• When an estimate is complete, offer a dialog box to ask if the job was won, lost, or still in progress. We tend to leave most of our estimates in the bidding column. This is a user error, but the prompt would be helpful.

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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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Some features with InEight's TeamBinder are worthy of single use, however the review feature and subsequent revision and version numbering could be improved. We will be aiming to roll out the package to encompass our internal documentation in the near future and will be in a better position to judge the usability after that point in time.

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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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I would give it an 8 out of 10 because the software can be a bit cumbersome to new users. It also takes a long time to set up the library and input all of your companies needs so that the software will provide the level of service required to estimate projects. However, once the software is set up it is a powerful tool. We only use a portion of what the software is capable of delivering

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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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It has never gone offline or became unavailable during our time with the system

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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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Sometimes the pages take a while to respond, specially when editing parameters.

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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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Why do we call support? Always because some things got broken, right? And when it happens, the likelihood of us getting in troubles waiting the support to fix it, it's tremendously high, almost certain. Through my experience with InEight, I'm really concerned whenever I see an update message in the screen, we got really used to see errors in reports right after an update is released. You can see by my tickets, that some of my issues last too long, as client perspective. We had to send messages to our clients excusing us for the weekly report that is being shared due to internal issues, not once, not twice.

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The support we had was phenomenal and very detail oriented, which was a necessity during the implementation phase and level of complexity of the projects we had ongoing at that time.

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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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We received the same level of quality, attention and dedication that was delivered during the in person training sessions.

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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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Since the original inception, I have been required to overhaul the system so that it is more user friendly and combines both aspects of our business, documentation and drawings. Being able to control revision and version numbering has been a key struggle that only staff training has been able to mark this as complete.

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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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Both Sage Estimating and InEight programs have their unique capabilities. Sage Estimating is much more configured for use in detailed construction, the majority of which are for non-nuclear projects. InEight has so many more capabilities, especially in creating our own libraries of data, which are vital in creating an estimate. The ability to access historical data (pricing), is an outstanding feature of the program.

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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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InEight is a good system that has scaled nicely as the company has grown. the tools are still readily available and applicable for our larger scope of work. It has kept up with the growth of the company very nicely

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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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• the positive impact is that it has helped us better gauge staffing and staff jobs appropriately
• negative impact is that it takes a lot of time for new users to learn the software
• the positive impact is that many of our clients use it, making collaboration easier with them
• positive impact is that we can see our percent complete easier
• positive impact is that it is easier to share documents to our team internally

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