ClickUp is a productivity platform that brings together work apps, data, and workflows. Also presented as a Converged AI Workspace, ClickUp eliminates work sprawl to provide context and a single place for humans and agents to work together. The platform currently boasts over 20 million users worldwide. ClickUp Brain² is deeply embedded into the workspace, offering conversational intake for project scoping and autonomous task generation. It can transform brainstorming docs…
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Priority Matrix
Score 10.0 out of 10
N/A
Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.
ClickUp is well suited for managing cross-functional projects that require clear ownership, deadlines, documentation, and collaboration across multiple teams. We use it effectively for CRM implementations, process improvements, workflow automations, training plans, testing, and follow-up actions. It is especially valuable when a project has multiple phases, dependencies, stakeholders, and supporting documents that need to remain organized in one place.
If you're overwhelmed with too many things to do, and need help deciding which tasks to focus on, Priority Matrix is for you. Priority Matrix uses the classic Eisenhower matrix methodology which has been shown to be really effective for this purpose. Now you can use an app for that, instead of a piece of paper or Excel.
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.
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.
It is solid and I think we are underutilizing it because I have not done a good job of training our team with it. If it wasn't so cost prohibitive, I would have paid for training for our team to use the platform. I still love the tool and will continue to use it and hopefully grow with it.
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.
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.
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.
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.
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.
I used Asana before using ClickUp. Not only was it far more expensive, but the limitations were to a point that it was affecting our speed of fulfillment and requiring additional third-party tech stacks that cost more money at a higher price per user. There were so many automations and customizations within tasks and systems I really wanted to do that Asana wasn't capable of, even though it was a beautiful platform. After moving to ClickUp, I have not looked back. While Asana was great for newbies and onboarding employees because of its simplicity, it did not have what I needed as I continued to scale and build out more complex databases of knowledge.
The focus of Priority Matrix is on prioritization. Other apps exist that do a fine job with task and project management, but none of them equal Priority Matrix in terms of focusing your attention on the right task. The 80/20 principle that people often talk about (80% of the results come from 20% of the inputs) is clearly visible when you use PM.
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.
