Item: ClickUp
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use it as a master calendar for the entire team's tasks. ClickUp eliminates a lot of back & fourth communication. Instead of calling, emailing, or even sending a Slack message anybody on the team can input and assign a task with a job description and it's super easy to reference. Also super nice to see everyone's workload at once! We also love ClickUp Docs. Client information such as brand guidelines, preferences, and passwords are all stored right next to the task list so the info to complete the task is right there. It's convenient to be able to send a stylized doc that looks like a professionally designed PDF, but it's live so any changes we make are seen on the client's side as well. We're still working on getting a good system for our marketing, but the bones are there - editorial calendar, content brainstorming, and even the content itself lives in docs and be organized into a space. ClickUp is also a convenient hub for everything that makes the business hum behind the scenes - standard operating procedures, employee files, and pricing information.

Pros and Cons

The tasks are AMAZING. Lots of robust options without being overwhelming.
Being able to organize everything into spaces is super handy.
The automations are super convenient!

Would love to be able to back up my docs securely, automatically
In board view, it would be nice to re-order my statuses and the process of creating a new column is clunky
Would like to be able to share only certain pages of a doc with other users, not the entire thing

Return on Investment

Has eliminated the need for lots of internal communication - fewer distractions, streamlined operations, and more productivity - SIGNIFICANTLY
Has leveled up the legitimacy of our brand and improved client experience through beautiful, slick documents - there's nothing as impressive as a good system that's also aesthetically pleasing
Have been able to recommend it to other business owners who have also seen great results... finally being able to get a handle on their deadlines after years of struggling, managing a team, and organizing brand information in one central location. Game changer.

Collaboration

Our team's collaboration has improved tenfold! We used to have to hop on a call, send an email, or Slack a team member to add anything to our plate - and we were constantly checking in with each other to see where the workload was at. We didn't know when we could schedule projects (because we didn't have a team calendar) so we'd just guess and end up over or under-committing. It's so nice to be able to glance at the calendar and know where a team member is at... if she's having a crazy day or if maybe she has a little extra bandwidth to give someone else a hand. Also, nice for scheduling time off - the drag and drop interface is amazing and it's so nice to be able to easily shuffle things around.

All-in-One Productivity Platform

Communication is the biggest thing that we've been able to streamline, but we also integrate it with our Calendly so when someone books an appointment, it automatically populates on the Master Calendar. It's also nice to have a central location for company documents - employee files, standard operating procedures, monthly and quarterly health checks, pricing, etc.

Alternatives Considered

Asana and Trello

First up, aesthetic. It probably shouldn't be the most important thing, but that's what drew me to ClickUp originally and there's nothing I love more than a beautiful system. If it looks good, I'm far more likely to use it.

ClickUp is more robust than Asana or Trello - I love being able to choose between a list, board, Gantt, calendar, and many other views depending on what I'm working on. Different team members can view spaces in different ways, so everyone can find something that works for their brain. The docs are super handy. Plenty of integrations for our purposes.

Key Insights

Do you think ClickUp delivers good value for the price?

Yes

Are you happy with ClickUp's feature set?

Yes

Did ClickUp live up to sales and marketing promises?

Yes

Did implementation of ClickUp go as expected?

Yes

Would you buy ClickUp again?

Yes

Other Software Used

Calendly, Canva, Zapier

Likelihood to Recommend

Well suited to putting an entire team's tasks & company assets into one central location.

Well suited for simple, but beautifully styled text docs.

We recently hired a website designer who put her entire client workflow into ClickUp, and we've been using it for a few years so we're pretty comfortable. It was confusing as all heck. Not suited for this process. (This could be specific to her and the way she set it up, but unless a business is working long-term with a client asking them to sign up and learn an entirely new platform is a BIG ask.)

Products Replaced

Yes - Asana

It wasn't intuitive - we were always shuffling things around and nothing quite fit the purposes that we needed the software for. The tasks are nice, but being able to see them on a master calendar and add the level of detail we can in ClickUp has been a game changer.

Key Differentiators

Product Features
Product Usability

Evaluation Lessons Learned

I wouldn't change anything - we landed here and it's been great!

Scalability

It's super versatile - the sky's the limit. If you can imagine it, you can probably set it up in ClickUp.

Reliability and Availability

I always get an error when it loads, but then it loads fine.

Performance

I understand that it's a beast and does a lot of things, which is probably why it's laggy. But I do find it takes longer than I'd like to load, and if I am sending a complex document to a client or team member they aren't quite sure if they're getting the right thing at first. This is actually a pretty significant problem - my biggest beef with ClickUp.

Using ClickUp for a marketing agency

Overall Satisfaction with ClickUp