ClickUp is the Ultimate Task Management Level-Up

With MOVES, I used ClickUp to monitor the progress of a few items. The first and most helpful project that it helped me stay on top of was our customer acquisition objectives. Our company needed to track communication with 150-500 potential new clients in multiple cities, and with multiple people helping in this effort, it was necessary that the information rested in one place. The project statuses helped us understand where our potential clients were in conversion (did we call them, are they interested, do we need to follow up, did they say they would use our services, did they end up using our services?), and the tags helped by giving us a way to sort through different attributes of our potential clients (were they part of a VCA hospital group, were they women-owned, have they used another one of our specialists in that city before?) Additionally, the calendar feature helped remind us when we should be following up with our potential customers. Setup was a breeze, too. Uploading a modified CSV file to import all of our tasks that needed to be kept in Excel Sheets? That feeling of killing two birds with one stone never felt better. Another objective I used this for was what we called our "Launch Phase" where we would have to equip our veterinarians with equipment, marketing materials, training, headshots, create social media pages, etc. Having different lists, tasks, and blocking tasks really changed the efficiency factor in our launch phases. It helped keep things organized, and it helped keep our remote team connected to our HQ team seamlessly. I've changed jobs now, but I've brought ClickUp with me because it really increases my efficiency and helps me stay organized. While I still take a lot of written notes, I always come back to store them in ClickUp because it helps me stay organized and reduces the time I spend "looking for that note I took" because I can just go to the task or search for a keyword that I was using. I can track my progress and report back to my team where I'm at in an instant. Additionally, I've started a couple of side hustles, and you guessed it... I used ClickUp for them, too. It's just so easy to stay organized with ClickUp. It's so versatile between my computer and my smartphone that I can be extremely productive and organized, which is a necessity in my life. I love ClickUp and will sing its praises.

I think the greatest improvement our team saw was an ability to work independently but collaboratively in a seamless manner. Work is monitored by the entire team and allows for everyone to contribute in real-time without having to wait on an email from a team member with that outstanding bit of information. It's great because teams can come together, even across states, which our team did. We worked together in the same suite, and we also worked together from North Carolina to California.

By eliminating the need to communicate internally via email, we were able to streamline the communication process and increase our productivity as a team. Being able to review previous communication without having to touch base with multiple team members really improved our daily flow of work.

I would have started using ClickUp a long time ago. ClickUp is an elite solution for everyday and not-so-everyday tasks. Whether you have a small project or an incredibly intricate project, ClickUp fits the need there. I don't think I would change my evaluation process at all. I'm pleased with my decision.

No, I didn't purchase premium support because I didn't have the need for it.

I was working in ClickUp and one of my tasks kept giving me an error when I tried to scroll through them on a list. The only way I could find that task would be to exit the task view and go to the list view and search for that particular task. I report the bug, and my chat support agent was immediately sympathetic in working with me and assured me that I would be the first to know when the bug was resolved. ClickUp is a great team of communicators.