ClickUp or it Didn't Happen!

We use ClickUp as our source of truth for all of our work and what needs to be done in any given day/week/month/year. We have workflows and templates for client deliverable work, internal process development, growth, sales and marketing goals, as well as a hub for shared work between a partner company we work with. Before using ClickUp in the way we do now, there was little to no visibility when it came to our employees knowing or understanding their daily workloads. There was also a lack of visibility for project managers to quickly see project statuses, which made it tough to hit deadlines. This also helped us be forced to define standard workflows and processes where available, which are easily rolled out as templates in the system.

We are a mostly-remote company so team collaboration is huge for us. ClickUp has definitely helped to foster a better team collaboration environment. Some things that are extremely helpful in this area are:

• The commenting feature in tasks/subtasks where you can tag coworkers and bring in various things via slash commands
• Notification Center to stay in the loop which helps with the first bullet point
• ClickUp Docs - we have switched to using these for our internal meetings for client notes and team notes

ClickUp has absolutely been a game changer when it comes to having everything in one place. We live by the rule of "If it's not in ClickUp it doesn't happen." There has been a ton that we've been able to automate, from recurring tasks to automations allowing our Production Team to have more capacity for completing work that matters vs. busy admin work. We've also been able to connect so many of the tools we use daily with ClickUp that work seamlessly together, such as Slack, Google Drive, Figma, Loom, and Harvest.