How ClickUp changed the way we handle complex task and project management
February 02, 2023

How ClickUp changed the way we handle complex task and project management

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

ClickUp is our daily driver platform for project and complex task management. We also use it to drive our CRM and purchasing management. We organize our process among teams and spread the tasks accordingly, assigning to each of our employees. Tracking all steps along the chain of command, we ensure the information reach everyone in the company at the same time. ClickUp made possible have the entire company aware of our projects status and completion status, having everything saved in one place.
  • Give clear picture of project/process evolution/status
  • Easy to share information among the company team
  • One place to save everything, notes, attachements and quick messages
  • Sending e-Mails from ClickUp is pretty much the same as from outlook, but better, you can keep it together to your project details.
  • CRM is cake with ClickUp
  • Automation is golden!!!
  • CRM - still need some tweaking in order to match other platforms in the market.
  • Automation could be a little more easier to use, require some sort of programing knowledge.
  • Sometimes ClickUp takes longer to load (Windows app), wonder if it does cache data for offline use.
  • Unnable to operate numbers bettween custom fields.
  • Custom field interactions needed, contact me for more details.
  • We are way more productive now
  • Or purchases are under JIT methodology (Just in time), saving alot of money and making the investment only when it is needed.
  • Our process are way more organized now.
  • Made multi-task possible among many projects at same time
  • Our company now is way more connected.
ClickUp made possible to have clear perspective at which point each of our teams are with their projects and with automation help, warn the next area in the chain of command when is it's turn to take action. There is no longer an neverending waitline for someone to e-mail the next in the line... Once you done with the task... ClickUp automation jump into action making sure the next one in the chain of command is aware of the task status. There is no more waste of time building huge e-mails to update everyone... hours were saved from reading neverending e-mails... everything is a couple clicks of distance.
Notes - easy to use... everything you need to do is type into the chat box. everything is auto saved.
Checklists - usually had to use third party software to run that, like Google Forms or Forms from office 365
Excel - the usage of this tool has been drastically reduced, kept for budget study and some very specific actions.

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

I love ClickUp, can't deny... won't give 10 out of 10 just because I'm still looking for some improvements within the platform. My life got way easier after the introduction of ClickUp into my work routine. Now I can follow along my team the status of tasks, projects and side projects, small to big ones, no one if left out. There is no longer the need of building up crazy messy excel spreadsheet. Running e-mails from ClickUp works like a charm, keep the messages all together with the chat messages, files and follow-up.

ClickUp Feature Ratings

Task Management
10
Resource Management
9
Gantt Charts
10
Scheduling
5
Workflow Automation
7
Team Collaboration
8
Support for Agile Methodology
10
Support for Waterfall Methodology
10
Document Management
5
Email integration
10
Mobile Access
6
Project & financial reporting
7