ClickUp Saves Time & Provides Organizational Transparency
February 14, 2023
ClickUp Saves Time & Provides Organizational Transparency
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClickUp
We have countless tools for each department and team at a scaling startup. We used to update our spreadsheets manually and didn’t have a structured way to track projects, sprints, or OKRs. Every minute counts for a company focused on growth, and manual processes are a roadblock in the workday grind. Whether you’re an established business or a startup, keeping your growth on a positive trajectory will require proper team alignment, flexible project management tools, and effective goal-tracking systems. So if you’re looking for a solution to hit all of the targets above, then ClickUp is for you. My company is remote-first, so being on Zoom calls all day to figure out roles and responsibilities can get tedious. By using ClickUp, our team can delete redundant meetings and set up projects async. Not only are we saving personal time, but we are saving the company money by deleting meetings from our calendars. Meetings are extra costs in terms of our time. Meetings break up our day and our focus but take away crucial time that could be better used complete projects. ClickUp has allowed up to take back our time!
- Sprint Management. Sprints in ClickUp are a breeze. ClickUp has automation around Sprint planning, which makes starting a new sprint seamless. All our incomplete tasks simply move into a new sprint without us lifting a finger.
- Productivity Tracking. ClickUp's Dashboards and Workload Views have allowed our managers to see how productive each employee is. Not only can we track productivity, but we can see when projects are blocked and/or need assistance.
- OKR Tracking. ClickUp has aligned our team and provided crucial cross-departmental project transparency. ClickUp provided us with not only a platform for project management but a way to show each task/project influences the company.
- ClickUp has great security permissions, but personally, I have to enter my 2FA multiple times and refresh to enter the platform. This is a small bug, but it does get tedious to enter multiple codes every day.
- Editing Templates. Editing templates is a little tedious with ClickUp. If you deleted the original task used for the template, you will have to: use the task template, update the fields, and resave it as a task template. It would be a better user experience to be able to edit templates in the template center.
- Relationships in Templates. I have built out some robust templates in ClickUp, linking tasks together using Relationships. Unfortunately, all of those relationships do not copy into the template. So, when we use the template we have to manually relink every task in the template.
- Time Saved. Instead of having multiple meetings a month, we have one project kick-off meeting and then meet async using and updating the ClickUp task or project.
- Transparency. Each team has its own ClickUp space, and every department can see what each individual is working on. This helps our team understand departmental bandwidth and prevent duplicate tasks and projects.
- Prioritizing Projects. We use Relationships in ClickUp to link tasks. This feature is incredible to see when tasks are blocked, so the PM can re-prioritize specific tasks to keep the project moving.
Our collaboration has significantly improved, especially when we rolled out our company-wide OKR tracking. Our team can link tasks to overarching OKRs to see what teams own what project. If an individual has a question about a project, they can go to the OKR tracker, see who owns the project, check out the project brief, and reach out to the project owner if necessary. Before, we would Slack around to figure out who was in charge and waste a bunch of time trying to answer questions.
One of the integrations we use is Slack. We first started using the integration to create tasks from Slack, but now we do so much more. We have ClickUp send Slack notifications when tasks are created, and we use Slack as a sort of go-between. If ClickUp doesn't have a direct integration with one of our platforms (ex: Tool 1), we will set up Slack integration with Tool 1 and create tasks from Slack based on notifications from Tool 1, OR we will send tasks from Tool 1 through email notification to ClickUp lists.
- Notion and Trello
Notion is great for more document-based projects, such as Product Marketing, Content Strategy, or PR. However, ClickUp is far better at project and task management. Let's say it's the beginning of the quarter and you want to outline all of your upcoming projects. In Notion, you will create a page, create a table, add projects, and create subpages. In ClickUp, you create tasks in one list and each task has a project brief template. Creating and managing projects is far easier in ClickUp, but Notion is great for projects that require more documentation. To be fair, I haven't used Trello in a couple of years, so I am not sure if their platform has changed.
When I used Trello, I used it to manage very few projects and had project briefs outside in a Google Doc. ClickUp has a KanBan board that provides more details than Trello. If I knew about ClickUp when I used Trello, I would've moved to ClickUp from the get-go.
When I used Trello, I used it to manage very few projects and had project briefs outside in a Google Doc. ClickUp has a KanBan board that provides more details than Trello. If I knew about ClickUp when I used Trello, I would've moved to ClickUp from the get-go.
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 Feature Ratings
ClickUp Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support cares about my success Quick Initial Response | None |