Most Flexible Task Manager
February 08, 2023
Most Flexible Task Manager
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClickUp
We use ClickUp as a central repository of all actionable tasks, both internally, as well as externally for clients we support. We also use it to track sales opportunities and the status of those opportunities. It gives us one place to go to see what needs to be done. Forwarding emails in to different lists based on sales opportunities, support requests, open to-dos, etc allows us to ensure nothing gets lost in endless emails.
- Email creation of tasks
- Tracking custom data
- Tracking recurring tasks
- Automations aren't custom/granular enough
- Calculations in tables in docs
- Whiteboard is slow when built out with a larger number of items
- ClickUp saves several hours/week searching for open support requests from clients in emails
We are better able to track stages of a project and hand off tasks that need to be completed by another individual, get verification that a task was completed properly, or seek additional feedback when there is clarification needed.
The biggest benefit we've completed implementing to date has been setting up email contacts to send open to-do items to ClickUp lists. Other items we are still implementing/improving include things like client surveys for end of year statements, and templated tasks with attached SOPs.
ClickUp has a much more customizable product and they put out new features/fixes more rapidly than any of their competitors. Their API is well documented and supports many features and their support team is top-notch for thinking outside the box to find creative solutions when the product doesn't quite do what I want natively.
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