Chaos brought to order
August 09, 2022
Chaos brought to order
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClickUp
Being a small business, working life can often be chaotic and we needed the tools to organize the many different aspects of the job. Before clickup, we used a number of spreadsheets for this, and every day felt like we were micromanaging each other.
I began using ClickUp to help me manage workflows within our different departments, including job-costing, payroll, sales management, recurring administrative tasks, and IT projects. The largest recurring project is auditing and job-costing, and requires custom fields, automations, deadlines and time projection, and the setup for that list was exceptionally easy, full-functioned, and very much needed.
The organization that ClickUp provided us from the very beginning has been invaluable, and allows all of these tasks to be brought together in a coherent way.
I began using ClickUp to help me manage workflows within our different departments, including job-costing, payroll, sales management, recurring administrative tasks, and IT projects. The largest recurring project is auditing and job-costing, and requires custom fields, automations, deadlines and time projection, and the setup for that list was exceptionally easy, full-functioned, and very much needed.
The organization that ClickUp provided us from the very beginning has been invaluable, and allows all of these tasks to be brought together in a coherent way.
- Automations: Payroll and Job-costing is recurring, and the automations in ClickUp are easy to set up and use.
- Project Planning: Scheduling and setting a scope of time, combined with reminders of overdue and upcoming tasks is straightforward.
- Templates: If a project uses the same checklist, a checklist can be saved as a template. Combined with automations, setting up new tasks is incredibly easy.
- Integrations: ClickUp already has a number of integrations that are extremely useful to have like GitHub and Slack, and I'm looking forward to more options in the future.
- Templates: Templates are extremely easy to use, but difficult to find and edit if they aren't task templates. A more robust way to find, edit and delete checklist templates would be welcome.
- Accounting: Subtotals for custom $ fields and a way to set a custom wash-out or summary of a task list would greatly improve our ability to move away from spreadsheets.
- Bringing chaos to order in overall daily job tasks and one-off projects alike.
- Ease of helping us plan projects that would have, in the past, been difficult to plan for.
- Increased speed of processing deals and service tickets.
- Much easier to gauge effectiveness of employee training and onboarding in general.
Our management team, rather than our service and sales staff, are the primary users of ClickUp so it's difficult to gauge overall employee collaboration. However, between management staff, it does allow for easier communication; it's very easy to be wordier, and less contextual, in both written and verbal form, so with the provided task context, we're wasting less time to effect the same (or better) communication of tasks and projects.
ClickUp has helped immensely with task and project efficiency with task scheduling, commenting, recurring tasks and checklists, allowing start and end dates and the ability to change specific tasks and subtasks on the fly. I have replaced three separate spreadsheets with one task list alone, and at least ten others over the span of different projects. It's not enough to replace all of my tools, but fits nicely within my toolset without bringing further complications.
I was using Asana when an employee, who'd taken it upon herself to deploy her own project management for her own daily tasks, convinced me to try it. The initial changeover was somewhat confusing, but the tools available in ClickUp convinced me to make the switch permanent. And, because of the date & time tools, I was able to combine our timed and scheduled tasks in a way I wasn't able to previously.
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
ClickUp Feature Ratings
Evaluating ClickUp and Competitors
Yes - I fully replaced Asana, and have partially replaced some other office software like Excel and Google Sheets for a number of other tasks. I needed something that would not only allow me to bring a task to completion but to combine several different "branches of the tree" into one large trunk. Asana allowed some of that to happen, but ClickUp not only had a better price point at the time, it had some additional tools that I desperately needed.
- Price
- Product Features
- Product Usability
The single-most important factor, above even price and features, was the direct recommendation by one of my employees that had managed to find and implement ClickUp first. She was using the free version, and it helped her reporting and efficiency enough that she invited the rest of the company at the time, and I made the decision to purchase a paid plan after seeing a direct impact on the quality of her work. Beyond that, the pricing was right, the features were somewhat more robust, and ultimately easy to use.
I do not know how I would change the evaluation and selection process simply because it came about organically. I had an enterprising employee that took the initiative to find and ultimately suggest ClickUp, and saw the benefit immediately. If I were to recommend this to friends in other businesses, I would recommend trying other project management tools alongside ClickUp and being as creative with use-case as possible and see where their other options fall short.
ClickUp Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
I have not, and was not consciously aware that premium support was an option; the two times I've contacted support, I have had an immediate and human response, and was pleasantly surprised by the fast and thoughtful turnaround.
Yes - The bug was absolutely resolved quickly. I wasn't sure if the issue I was experiencing was a bug or an intended feature at first, reported it anyway, and it was resolved easily within a reasonable time frame. Honestly, the response was faster than I was expecting, and it felt much more like an interaction with a development team than a first-line helpdesk response. I was very impressed.
I experienced an issue with the way a task would show on a printed or saved PDF of a task and its comments, with a page break at an arbitrary place, which resulted in cut-offs. I was as detailed as I could be, and so was the response - from testing my ticket to resolution, I could find absolutely no cause to complain.