ClickUp

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.

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.

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.

Here at Ancilla Ventures, we use ClickUp to manage all our projects, tasks, and technical support tickets as well as our development team's sprints. This product does an amazing job organizing all of these things for us and we've started to expand our use into ClickUp's documentation features and forms!

Collaborating on a team and understanding what each other has on their plate week by week.