ClickUp on mid-to-large companies.
September 22, 2024

ClickUp on mid-to-large companies.

José Francisco Laguna | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClickUp

Workflow tracking is the primary use we give it. Because our organization has multiple departments that often need to work together, we need a place where everything can be kept track of. One of ClickUp's best features is the "status" bars and the ease of commenting, as that lets us set up links to essential resources and tag the right people so they can receive notifications and check the progress of the task at hand. When considering ease-of-use, we didn't have that hard of a time training our personnel to use the tool, as the interface is somewhat similar to social media, which helped them all get used to it rather quickly. Given the competition, ClickUp was the fastest software to set up for immediate use and to integrate our organization into the new workflow. The one complaint is how it can get somewhat invasive on specific devices. Setting up notifications so that you get notified of just the right thing is complicated, normally one would get spammed by too many status notifications, clogging the inbox and making it harder to see everything at once.

Pros

  • Project Tracking.
  • Tagging Users.
  • Status Bars.
  • Collaboration

Cons

  • Notifications
  • Limiting access to things.
  • Sub-spaces for specialized teams.
  • Rise in morale.
  • Ease of communication.
  • Team integration.
It helped the most in centralizing communication to just two tools: Itself and our email. One of the biggest issues was how communication would normally be divided between texting apps, leading to a complicated information-seeking process. ClickUp has pretty much deleted the texting apps and helps us keep better track of where resources are, as well as keeping communication much more professional without needing to deviate from the regular tools.
By using ClickUp, we saved the texting app process of communication, as well as centralized our calendar on it instead of relying on Google or Microsoft. The one thing we could never replace with it is our specialty tool, as well as the email, but the communication and tracking have now been simplified by moving our flowcharts towards ClickUp.
Simple interface, good communication, and tagging system. The tool is robust beneath the mask, as it lets us share multiple things and hasn't reached a limit on the number of projects we handle at once. Also, the interface is lovely, as it keeps things simple enough for anyone to follow. Again, the only issue is the overwhelming notifications you might get simultaneously.

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

In small to mid-sized companies, with around 50 people working, I think it is the right scale in which everyone can use the tool without creating sub-spaces or dedicated ones to the grander scale. If you have a bigger company, you might need a more complex setup as you don't want everyone to access everything, meaning the team leaders would use the tool to funnel the information to their teams and then create the sub-space problem. If you need a tool that helps you keep track of projects and ease collaboration between departments, this is a rather solid one.

ClickUp Feature Ratings

Task Management
9
Resource Management
8
Gantt Charts
7
Scheduling
6
Workflow Automation
7
Team Collaboration
9
Support for Agile Methodology
8
Support for Waterfall Methodology
7
Document Management
7
Email integration
8
Mobile Access
8
Timesheet Tracking
8
Project & financial reporting
Not Rated

Using ClickUp

15 - We all report to a project manager and a boss. The project manager is the captain of ClickUp usage, and he assigns most of our projects. When we need something new added, we usually reach out to him before creating new items for ourselves. There's a lot of offline discussion about who needs to be involved with each part of the project.
2 - It requires someone with extensive project and people management skills, as they're the ones with the clearest views of how to distribute work among our peers. The number of offline talks we have about ClickUp varies; sometimes, we require one person, and then we might need five, but our manager always stays in the conversation before adding more items to ClickUp.
  • New animation.
  • New campaign.
  • New paid video.
  • Animators showing their materials.
  • Boss giving his approvals.
  • Workflow that doesn't require synchronized attention.
  • Adding people to discuss different production stages.
  • A fully-remote workflow.
  • Schedule tracking.
It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.

Evaluating ClickUp and Competitors

  • Ease of Use
When looking for a project management tool, our main concern was finding one that would help us reduce the communication channels needed for our daily work. ClickUp did a great job because of its ease of use, allowing us to say goodbye to texting apps and a couple more communication channels in favor of a single platform on which we could tag people and comment on our progress.
Make sure to have a week of testing before landing on a single tool, as the (few but noticeable) pain points started to show once we had already made our entire team move to ClickUp. Perhaps the issue of the notification would've come up during a testing phase, but we rushed the switch.

ClickUp Implementation

Though the problems were noticeable, they didn't make it impossible to use the software. Thankfully, the notification overload came as a signal that people were receiving updates when needed, and having more notifications meant that the software worked. Now, the solution was to tag the appropriate team members instead of having everyone see everything.
Change management was minimal - We need to have a testing stage before finalizing the tool's implementation, as our collaborators might have a hard time using the tool, and bugs or issues could come up during that week of testing instead of having them show up during our day-to-day work.
  • Notification overload.
  • Tagging issues.
  • Navigation problems.

ClickUp Training

I'd recommend having some form of training before implementing it fully, as our issues became apparent within the first week of use. That same week could've been treated as a training and testing period instead. Instead, we faced certain problems when making the move, and that definitely hurt our schedule while we were adapting.

Configuring ClickUp

UI remains primarily static; there's not much to change or move around. Granted, the visualization of tables and boards CAN be changed, but the overall software is static primarily to its initial configuration. Not that you need to move that many things, but it's never wrong to have other options and make the workspace your own.
Keep your priorities at the top. You normally want the things that get updated constantly to be the first things you see whenever you open the software. Having everything on its default configuration isn't bad, but you will definitely miss out on optimizing the space to your particular needs and likes.
No - we have not done any customization to the interface
No - we have not done any custom code
More colors are fine, but I'd love to really change the configuration of the information beyond just prioritizing certain things. A responsive design that lets me turn squares into rectangles or circles would be an amazing feature, as it differentiates between information categories by arranging them into specific shapes.

ClickUp Support

I have never contacted support, so I can't skip this section, so I'll answer ten by default.
No, we didn't.

Using ClickUp

Thanks to the software's functions, our workers have had a much easier time keeping track of things. It's significantly more straightforward to tag a person and share a link to an asset than to scroll through a texting app or email and try to find the conversation that opened up at some point. ClickUp had its issues when implemented, but slowly, the pros outweighed the cons.
ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • Creating new projects.
  • Updating task status.
  • Tagging people.
  • Notification management.
  • New user setup.
  • Email configuration.

ClickUp Reliability

It is simple to have everyone integrated at first, and then it's up to each worker to find the depth of use they need.
We haven't had any issues with unplanned outages. Errors are few and far between, usually related to hardware issues rather than the software itself.
The more complex a task becomes, the longer it takes to load, but it's never impossible to have everything show up in the same amount of time.

Integrating ClickUp

Depends a lot on what you're trying to achieve.
It's somewhat tricky as we still rely on links a lot.
  • Slack
  • Google Docs
  • Notion
Slack for sure.
  • File import/export
I don't think I have that depth of integration, this gave me some ideas!
Do research in advance.

Relationship with ClickUp

We are defaulting to that because we haven't talked to the vendor.
We haven't needed assistance from the vendor.
Have one person from your HR team talk things through.

Upgrading ClickUp

  • Further customization of the interface.
  • A more robust FAQ section.
  • Instant messaging.

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