Performs Fewer Clicks with ClickUp
January 16, 2023

Performs Fewer Clicks with ClickUp

Derek Harvey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

ClickUp is our single source of truth for all the work that we execute on. Everything we need to track and execute on from a task or project perspective lives in ClickUp, both for internal operations, sales & marketing tasks, and client delivery. Our business are also consultants on the product itself. We help marketing agencies cancel chaos and create clarity through systems design and implementation of ClickUp within their organization.
  • It's very flexible with its hierarchy and structure. It doesn't marry you to one way of working.
  • Its ability to use custom fields for grouping, sorting, filtering, reporting, and setting up individual user views is very powerful for marketing agencies.
  • ClickUp has all kinds of Views that can be setup at any layer of the hierarchy depending on your needs and preferences. This adds to its malleability.
  • Its Goals feature isn't all that helpful. It's a bit more rigid and could use improvement.
  • Though ClickUp's development velocity is excellent (they're constantly pumping out new features), it can be a little buggy and slow at times. I believe the efficiencies gained outweigh the cons here, though.
  • I wish the ClickUp API allowed us to trigger the creation of folders and lists from Templates. This is a major miss and something we've been asking for.
  • At my previous job, we used ClickUp to help double our team size without losing efficiency. As a manager, I could see clearly across all client work and projects we were delivering on, as well as internal initiatives we were tracking. I probably went from spending 10-15 hours a week in Basecamp trying to get a handle on all the work we were doing, to around 4-5 hours a week in ClickUp.
  • As a business, we use the EOS model internally and we have the whole system built out in ClickUp, leveraging ClickUp's structure and Views to track and visualize everything we need on a weekly basis, including our L10 meetings.
We have a mantra we say: If it's not in ClickUp, then it didn't happen. This means that we put all of our tasks across the organization inside ClickUp, organized by areas of the business. This way, we can always see what everyone is working at all times, no matter where it lives. We also use ClickUp's notification settings to centralize all updates that any team member would need to be aware of. No more getting lost in email, Slack, calls, text messages, back to email, etc. It all lives in ClickUp.
Since we aim for ClickUp to be our single source of truth, we're constantly experimenting with ways to automate the work we do and integrate all the tools we use. Given that, we've been able to keep our tech stack somewhat light because of ClickUp's diversity of features. Within ClickUp itself, we've streamlined our productivity processes by leveraging ClickUp's task structure. We can go from HubSpot, to ClickUp, to Slack quite easily given ClickUp's flexibility and automation features.
Tools like Asana and Basecamp have a very straightforward approach and structure that they lock you into. There's very little flexibility in its hierarchy and structure, which is where ClickUp shines. Notion does well with its linked databases, but suffers greatly from an actual task management perspective. ClickUp gives you the option to structure your work however you need it to, with enough flexibility to fit your workflows and enough structure to serve as guardrails.

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 can be adapted to any team or situation because of its flexibility. Is it a perfect tool? No, it's not. But I believe it to be the best on the market today. Its robust feature set, flexibility on structure with views, custom fields, etc., and their development velocity are all reasons to place a bet on ClickUp. They are also competitively priced. We use it internally as a company and we are consultants for the product as well. We help other marketing agencies transition to the platform, or help agencies that are currently using ClickUp improve their system design to increase productivity. Personally, I also use it at home to track all kinds of things: chore lists, side projects, etc.

ClickUp Feature Ratings

Task Management
10
Resource Management
9
Gantt Charts
9
Scheduling
9
Workflow Automation
9
Team Collaboration
10
Support for Agile Methodology
10
Support for Waterfall Methodology
10
Document Management
8
Email integration
7
Mobile Access
8
Timesheet Tracking
8
Project & financial reporting
5