Comprehensive, Customizable and Collaborative
September 05, 2023

Comprehensive, Customizable and Collaborative

Muhammad Asif Iqbal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

I use ClickUp for task management between several departments such as Technology, Finance, Operations. For each department, the board serves a general project management purpose. The primary use case that we all have in common here is to ensure all deliverables are being tracked and nothing falls through the cracks. Specific to each department, the use cases can vary:
Technology: With tech, I use it to mainly check all of my prioritized tasks as a product manager and to see if there are any expected delays in any of the tasks. We also use it to address bugs and resolve them. Sprint management is the main feature that we use amongst ourselves to ensure that our deliverables are structured properly. We also use small features like tracking blocked and "waiting-on" tasks to make sure that if there is a particular item that needs attention and unblocking, I can take care of it.
Finance and Operations: With finance, we mainly use the boards to manage the requests that have been submitted to us. These go through an internal pipeline within finance and then are transferred to us using buckets that exist on ClickUp. The customizability of these buckets allows us to track them very effectively
  • Automated sprint management
  • Creation of labels such as blockers or other custom labels
  • Email notifications for updates
  • Warnings and reminders for tasks that are overdue/near deadlines
  • Log tracking of tasks and their timeline
  • A centralized dashboard should be there for analytics
  • Creating custom durations for sprints to accommodate for public holidays
  • Hovers for task descriptions for subtasks should also exist
  • The mobile app is not very easy to navigate when there are multiple boards
  • Template creation for sprint board structures would be great
  • Optimization of resource management
  • Reduced manual task management effort
  • Improved collaboration between departments
  • Increased sprint deliverables
For me, this has primarily improved collaboration with all departments that I deal with. As a PM, I have to deal with several stakeholders and ClickUp allows me to do that seamlessly.

I have used this for brainstorming as well for my own particular tasks. Other than that, my primary use for it is collaborating on sprint management and project management. I have easy access to all boards that have been clearly segregated based on their categories.
The integrations available with the following have helped:
  1. Google Sheets/docs/slides - this is a tool that everyone at my org uses quite often and the ability to easily attach such URLs has greatly improved the convenience of having all of the necessary information available
  2. Email - notifications with URLs to specific tasks have made it much easier for us to ensure we are not missing anything
  3. File attachments - the flexibility to attach files has been quite easy
What would help improve:
1. Previews of files such as PDFs
2. Integration with slack for notifications
ClickUp is a lot more customizable, user friendly and comprehensive.
While Trello might be a bit more minimalistic, i would choose a comprehensive tool over minimalism any day because it suits my needs specifically as opposed to a smaller org's needs. Trello has limited options when it comes to collaboration, task management, creation, customizability, etc.
ClickUp is a lot more effective for larger organizations whereas Trello seems to be suited more to an individual.

Do you think ClickUp delivers good value for the price?

Not sure

Are you happy with ClickUp's feature set?

Yes

Did ClickUp live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of ClickUp go as expected?

I wasn't involved with the implementation phase

Would you buy ClickUp again?

Yes

Scenarios where it is well suited:
  • Resource allocation - it is very easy to allocate a particular item to a specific user and manage each task this way
  • Time management - very easy to manage timelines using the due dates, estimated hours, delivery dates items etc.
  • Task tracking - each task can be easily tracked based on the bucket it exists in
  • Notifications for all change management - all changes to a task that is being watched by a user generates a notification
  • Cross-functional collaboration - providing access to several departments and users is easy
  • Customizable project management - overall customizability is good which allows for each department to operate in a way that suits it
Areas not suitable:
  • Analytics - either i am not well aware of analytics or this functionality does not exist
  • Load management - resource load allocation management should be available
  • Productivity management - tracking how much was delivered by a particular user
  • Team management - creation of teams based on a set of users would improve aggregated tracking

ClickUp Feature Ratings

Task Management
9
Resource Management
8
Scheduling
10
Team Collaboration
10
Support for Agile Methodology
9
Support for Waterfall Methodology
10
Document Management
9
Email integration
10
Mobile Access
5