When we are bogged down we ClickUp!

We have been able to consolidate so many different systems and disconnected workflows through our adoption of ClickUp. We are able to manage our contracts, financials, and reporting workflows. Where personnel is concerned we utilize dashboards to monitor turnover, retention, and recruitment success rates as well as maintain tables of sortable personnel information. Adding automations has allowed us to ensure position-specific training and certification are happening within the required timeframes. We also use ClickUp to centralize project management and high-level topic tracking for my executive team in one place, allowing greater collaboration and awareness of department focus. Routine processes such as purchase requests, help desk tickets, and other work orders all have their own areas where we can monitor progress from start to finish. I appreciate the frequent updates and innovation, it is rare to find a platform that is innovating to support us as fast as our industry is changing!

We have a space designated for executive team coordination, dashboards pull tagged items into to create various meeting agendas and keep everyone informed, and efficient.

My biggest issue in the past has been with multiple versions of outdated or incorrect spreadsheets and processes that I didn't even know existed in our organization. ClickUp provides one spot for us to work out of replacing many of these, along with other disconnected workflows created through a Google Form feeding another secret spreadsheet somewhere. Here a ClickUp Form can be accessed anywhere via a link and when completed a task is automatically created in a clear, intended location that is understood and easily monitored and maintained.