More than worth it for the basics - the sky's the limit with automations.
January 15, 2023

More than worth it for the basics - the sky's the limit with automations.

Kristin Richmond, HRIP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

I use it in four ways, currently: * To document our processes * To schedule and assign tasks * To manage projects * To send receipts and approved invoices for payment to QuickBooks

Pros

  • Scheduling tasks
  • Managing projects - very feature rich and much easier to use than other PM software I've used
  • Automating tasks
  • Linking documentation with tasks - everything is at our fingertips!

Cons

  • Very occasionally, a new document I've created is nowhere to be found after I've navigated away from the page - somehow the auto-save has failed.
  • I find the setup of custom fields to be a little clunky - feature-rich, but a little hard to find where to go to get the behavior I'm looking for.
  • Process documentation means team members can back each other up and we have consistent process output
  • Task scheduling means we don't miss deadlines or lose sight of important business initiatives
  • Collaboration means our team is able to work together effectively and efficiently even when we're dispersed in different locations
  • Automation of our accounts payable workflow means we're paying vendors on-time and are getting approval from the manager who made the order
There's a ton of potential there. Our team hasn't immediately adopted it, I think because none of them had experienced the power of having such a system in place before. Now that I've built out alot of content and functionality, they're starting to see the value and engage more on this platform instead of through emails or texts.
There's been a dramatic change to our account payable and receipts management processes. Aside from that, it's been a slow adoption by the team to move away from email and texts, but we're starting to gain steam in that direction.

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 automations are amazing. The ability to connect documentation, tasks and projects is a game changer. Anybody that has business processes that need to be shared with staff, or tasks to be done on a schedule would benefit from using ClickUp.

ClickUp Feature Ratings

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

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