The best productivity platform with the best online customer service
August 11, 2022

The best productivity platform with the best online customer service

Yvette Allen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ClickUp

We use ClickUp to organize what needs to be done for each client. We make a lot of use of the recurring tasks features, assigning different team members to different tasks, organizing daily TO-DOs by due date. ClickUp is really helpful for training and making "manuals" for tasks and/or clients. If one person knows the particular nuances of how to work with a client or what needs to be done, we add a subtask or just notes in the description that pops up every time. We use the subtasks and checklists to lay out step by step how to do every task so we make sure we have the same high-level consistent service every day.

On the writing end (I use ClickUp with this accounting company, but I'm also a freelance writer/editor so I have my personal space where I organize my projects as well), I also use ClickUp to brainstorm as well as organize my tasks. So in the task I have any relevant docs linked in the description, and put ideas to follow up on in the notes or subtasks. The dependencies are also useful, so I can break down what's waiting on what.
  • Flexibility in how to view your projects/tasks.
  • pleasant layout (other platforms I just don't want to look at, which doesn't make me want to start my day opening it up).
  • Customer service is amazing.
  • Listening to customer feedback.
  • The integration in Chrome doesn't seem to be working the same as it did a couple years ago, but I'm not sure if I did something on my end to change that? The button doesn't seem to be working.
  • I should preface that anything I put here may well be moot by the time you're reading this, because one of the best things about ClickUp is that they are always making updates based on user feedback. But at this point, I'd say that the notifications are unhelpful in their default mode and in-app notifications being attached to tasks on which one is a watcher overwhelms the notifications space making it difficult to use. There are a few other things like that, but I'm definitely a ClickUp fangirl.
  • Consistency of output across team members and across time.
  • Efficient training and reference points for that training, which saves me time from having to repeat the same things over and over. Also easy to record tweaks and improvements in processes that can then be easily integrated across teams.
  • Project organization orders my tasks so my brain doesn't have to, which helps to keep me on track.
We use ClickUp a little for brainstorming, putting ideas in the description of a task, or linking docs, but it has certainly been helpful for managing projects and tasks (in the ways I've mentioned in the first half of my review), keeping us connected and updated with where team members are at in tasks, how long it's taking, and whether there may be areas of improvement or concern. I also just find it motivating to see tasks in progress, being checked off, and the little encouraging notes within the program (like when you clear your notifications, there's a business-mindset-esque quotation on the screen).
I love that pretty much everything can be connected to ClickUp. Unfortunately, my laptop is not the most powerful of devices, so google docs/sheets embedded as a view moves too slowly for me to work in there, but it is nice when I'm on other computers. I will often just link the google doc in the corresponding tasks instead. I don't use any other productivity apps. I usually go between my Gmail and ClickUp each day to direct my work. I use the assignee automation for some tasks that always go to one team member after another is done with it, which is pretty slick!
I use Asana with a company I contract for, and it's probably fine (preference is in part determined by what we're accustomed to), but I don't like how the interface is not quite as pliable, nor is it as pleasant visually. I know things like colours and size of print and blocking etc. aren't everything, but if this is an interface I'm supposed to be in multiple times a day, it's nice if I want to be in there.
Trello is really simple, which is good if you basically want a paper task list that is electronic and can be shared with others. Well, I haven't used Trello in a few years, so they may have adapted to try to keep up with other platforms, but my team was very pleased and impressed when we moved from Trello to ClickUp.

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

The only thing I've come across where ClickUp wasn't the best for me is when I wanted to make elaborate, flexible mind maps. I used Ayoa for that.
However, I haven't checked for several months, I remember ClickUp sending an email that they've updated their mapping capabilities, but I haven't checked it out since. So perhaps it's more robust now!
Other than that, for organizing multiple people across few or several projects, for prioritizing, for training (esp. the easy-to-use screen recording feature!), for staying on schedule, for making any type of workflows easy, ClickUp is excellent. I also like the slick integration with Google docs and sheets, because I'm using Google docs all the time.
I suppose one more thing I didn't get used to was the chat feature; it felt too hidden. I felt like I had to go find it. But I haven't tried using that since 2020 to be honest!

ClickUp Feature Ratings

Task Management
10
Resource Management
Not Rated
Gantt Charts
8
Scheduling
9
Workflow Automation
10
Team Collaboration
8
Support for Agile Methodology
10
Support for Waterfall Methodology
Not Rated
Document Management
9
Mobile Access
9
Timesheet Tracking
9
Project & financial reporting
Not Rated