Item: ClickUp
Rating: 10
Author: Scott Marchand Davis

Use Cases and Deployment Scope

Microline primarily uses Clickup for two purposes - ad hoc task tracking and lightweight project management. Currently, the tool is in use within the Quality, Regulatory, Supply Chain, Research and Development, Program Office, Finance, and Marketing functions, with discussions of adopting it for all functional areas. The primary driver for adopting ClickUp was to provide transparent tracking of open actions across and within functions.

Pros and Cons

Task tracking is excellent.
The functionality for recurring tasks is sophisticated and effective.
Creating custom views of task lists in various presentations (list, Kanban board, Gantt chart) is easy.
Permissions setup is flexible.

For the project management use case, the ability to import from Microsoft Project including task dependencies would be very helpful.
In general, the user interface for project management in the Gantt chart view is more cumbersome than the rest of the interface.
Tasks versus reminders don't have a clear differentiated use case.

Return on Investment

ClickUp has facilitated productivity and reduced stress for me and my team.
Compared to other enterprise task management tools, the cost per user is quite low.

Collaboration

Managing projects and tasks is significantly easier when the management occurs in ClickUp. Even simple recurring reminders like approving timesheets on Mondays are very helpful and reduce simple mistakes and omissions. The ability to generate a full, recurring series of events like a month-end accounting closure process has helped that team improve the time to close significantly.

All-in-One Productivity Platform

At this point, we have not fully integrated ClickUp across all functions, so I can't speak to this directly.

Alternatives Considered

Trello, Remember the Milk, Planview AgilePlace, Propel and Microsoft Project

ClickUp wins against these alternatives primarily because of lower cost and higher simplicity. Creating a task takes a few clicks, and the only remotely complex decision is which task list to connect. The flexibility, solid mobile app, and ability to tailor the task structure to specific needs are standouts, as is the recurring task functionality.

Key Insights

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

Other Software Used

Sage 500 ERP, Propel

Likelihood to Recommend

ClickUp is excellent for implementing a Getting Things Done system to track personal action items, and extends well to tracking actions at a team level. The ability to have a daily dashboard of open tasks is invaluable, and the ease of collaboration across and within teams is some of the best I've seen in this type of tool. In particular, the ability to set and monitor recurring tasks at a wide variety of frequencies is extremely helpful and a differentiator for ClickUp.

Where ClickUp still falls a bit short is for enterprise project management. The tool is very close to being able to tackle this task, but the limited user interface for project planning holds it back.

Small Enterprise Task Tracking with Clickup

Overall Satisfaction with ClickUp