Good value, gives us what we need for project and task management.
October 03, 2019

Good value, gives us what we need for project and task management.

Berlynn Pierce | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

ClickUp is used by our email and CRM teams to manage team projects as well as individual tasks.
  • We were using Trello but found it doesn't have the same capacity that ClickUp offers as far as allowing watchers on different projects/tasks and providing more views (board, calendar, list, and even Gantt chart if you have the premium version).
  • We love the ability to create recurring tasks especially for the email team and their weekly build.
  • In many cases the tools we have used previously are good for tasks, but not for projects. We can create dependencies and sub-tasks with due dates under a project and that has been extremely useful.
  • There is a filter and a search bar labeled "filter" that's confusing. I would assume it would just be "search."
  • The filter also states that you can list sub-tasks however it only displays one sub-task when this particular card has 4. The one it displays is also third on the list, strange functionality.
  • If filtered by sub-tasks when you click on the card, it only goes to the sub-task not the project as a whole.
  • The amount of notifications is super intense. I turned them off because I was getting a notification for the creation of a card, any changes made to the card, upcoming due date, past due date, comments made, etc. There are notifications that need to be set for Comments, Tasks, Dates, Apps, and Integrations for Email, Mobile, Web (in-app) and Browser. It took quite some time setting this up.
  • Fewer emails sent between analytics and CRM, as it can all be done in the tool.
  • Less time spent managing tasks with the recurring task option which saves the Email Manager more time to focus on strategy and less on manual entry of tasks that repeat weekly.
ClickUp is more sophisticated than Trello for managing projects as they have recurring tasks, the ability to set dependencies, sub-tasks with individual due dates. The comment options are about what we see in most tools, the notifications are really overwhelming. There are 3 nice ways to view the tasks and projects: board, list, calendar (time).
Easy to use. It has nice ways to collaborate and communicate within the tool, ability to save time by creating recurring tasks and set dependencies and sub-tasks with due dates. It gives us the ability to do what we need to do without being too technical like JIRA or Asana.

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We have tried three project management tools. Trello was too manual, ClickUp is more sophisticated, and Asana is geared most toward projects but has plenty of its own difficulties. ClickUp is simple to use, is a good communication tool, has the ability to set dependencies, sub-tasks (with due dates), recurring tasks, and has 3 views in the basic tool.

ClickUp Feature Ratings

Task Management
Gantt Charts
Not Rated
Team Collaboration
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Timesheet Tracking
Not Rated