Chaos brought to order

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.

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 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.

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.

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.