Item: ClickUp
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use ClickUp to keep track of all the tasks and time spent on them. We have a space for management only to keep track of internal tasks per list (HR, accounting, sales) and a space for the whole team with a folder per client. Each folder contains multiple lists based on the project scope for that client (email marketing, social media, paid ads,...). As a project manager, I usually put the tasks in the Board view, while the team members usually look at the List view, filtered on their names to see their assigned tasks.

Pros and Cons

Time tracking per task
Seeing who's responsible for what and the due date
Ways to organize tasks and keep things clean
Easy to understand for the straightforward functions
Automating tasks moving along in the pipeline

The view in time reporting (time per list) doesn't let you see which tasks it was that you spent time on

Return on Investment

It makes it so simple to keep track of tasks and if team members are hitting their deadlines
The automation to move tasks up from status to status makes it really easy for the team to understand the workflow
Never miss out on a deadline or forget about a task again - just put it in ClickUp

Collaboration

I can't imagine how it would have looked like to work together with a team of 5 without ClickUp. We set it up when it was just 2 of us and made sure we knew how to use it properly by the time we hired 3 more people. ClickUp was crucial in our daily operations, with the whole team's workload being fully decided by putting tasks in ClickUp and assigning it to the right team member (or have the automation assign them). We are thinking of getting the client involved in ClickUp as well but haven't done that yet.

All-in-One Productivity Platform

We have used ClickUp to automate workflows (assign team members and give new deadlines). For example, to make a newsletter, it would be assigned to our copywriter, who would then move it to the next status once done, which would assign it automatically to the manager to check it. From there it would get reassigned to our graphic designer, etc, etc. It has helped us visualize our workflows more clearly and make sure the team members knew when they had a task.

Alternatives Considered

Trello, Basecamp and HubSpot CRM

We selected ClickUp based on the price-features ratio. I had worked earlier with Trello and Basecamp, and I like how ClickUp has more features. I have never worked with Asana and Monday.com which seemed to us like they might be closer to ClickUp with regards to features, but ClickUp was better priced which made us decide to try it out.

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

Likelihood to Recommend

ClickUp has so many functionalities that it is a great tool for a lot of different applications. I have recommended it to freelancers who were starting out with their own business to use it to keep lists and track their time, and who probably will only do that with it; but I can see how a big organization could use it to manage their whole organization (HR, manage teams, automate sales, accounting tasks,...). The only requisite there would be that it gets properly thought out and managed, if nobody is putting the time into understanding the tool well, I can see how it would be very confusing and not go well.

Users and Roles

5 - 2 project managers and 3 operational people (graphic designer, marketing assistant, paid ads specialist)

Support Headcount Required

2 - We as project managers also make sure our ClickUp remains clean, we use the right features, checking the reporting etc.

Vital tool to manage tasks and team - couldn't have run our company without it

Overall Satisfaction with ClickUp