Improving Workflow & Impacting Change
November 09, 2022

Improving Workflow & Impacting Change

Tiffany JK Vedamuthu | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

We use ClickUp in our department to intake and process requests for education for staff. The platform allows us to consolidate where all of the requests come in, who we assign out to, and how we allocate FTE, and then ultimately aids in providing metrics so we can analyze how much education we provide to certain populations and the types of education.


  • Allows you to keep all documentation in one place - really easy to upload or create documents in the app
  • Super easy to connect with colleagues on specific projects/ tasks and collaborate on the work to be done
  • Ease of use - very user-friendly; we've never been able to implement a new application as quickly as we did ClickUp


  • Some of the automation could be fine-tuned some more to allow for things like "if not this > then that" - the "if this > then that" function works well, but I'd like more options to imbed statements or remove various aspects using the automation
  • Forms could be better with branching logic
  • There are A LOT of notification settings; if these options could be simplified, that would be great
  • Increased collaboration communication - staff is able to comment and communicate back and forth on a specific task INSIDE that task to track all the information effectively.
  • More accurate reports on what is or is not still in progress.
  • Better staff allocation in an effort to reduce overallocation and burnout.
ClickUp is being used by various groups at my employer but not across the board. Each department using ClickUp has its own instance due to complexities with Protected Health Information and internal security policies. I cannot, therefore, comment on how ClickUp has impacted collaboration in other areas as I do not see it increasing my own department's collaboration with other areas - but this is not due to ClickUp itself. Internal to my department, we have noticed an improvement in managing tasks, tracking, and communication.
Our intake of education requests has been simplified to one platform vs. previously, we would take projects in on SharePoint, I would write automation in PowerAutomate to try to pull metrics, and we would email back and forth with those we assign projects out to. Now we do all of that in ClickUp. Personally, it's saved me at least 4-hours per week.
  • Aha!
We only looked at platforms with an existing contract with Mayo. ClickUp compared to Aha! was an interesting comparison. At face value, they appeared to do very similar things. However, Aha! was much more technical in its look and feel and seemed about as "user-friendly" as MS Project (i.e., not user-friendly). Additionally, Aha! would have cost our department almost 10x the cost of ClickUp. After experimenting with the trial versions of both platforms, we decided that ClickUp was more cross-functional and more user-friendly, and learning how to set up our space was going to be much much easier.

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ClickUp is a great project management tool so long as the rest of your project team is also using ClickUp or your project team is on the smaller and more agile side. For example, I have one very large project with an active project team of >130 people; I cannot effectively use ClickUp to communicate with this huge team or track work as they do not all have ClickUp, and sometimes only 1% of their FTE goes towards the project, so teaching them to use ClickUp just for this one instance is just not worth the effort. However, in my other large-scope project, our team is much smaller, and we use ClickUp to track decisions, risks, resources, and even have a list built out for pre-requisite work that allows us to track in detail when work is completed and what is left to be done.

ClickUp Feature Ratings

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


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