Item: ClickUp
Rating: 9
Author: Steven Sheasby

Overall Satisfaction with ClickUp

Use Cases and Deployment Scope

We track tasks for Company Licensing Projects. ClickUp gives us the ability to have a folder for each customer, tasks for each state we are applying for licenses, and sub-tasks for each type of requirement for each state. ClickUp also allows for us to set different statuses for each task and sub-task.

Pros and Cons

Pros

Project Management
Status Tracking
Teamwork

Cons

Faster Loading Times

Return on Investment

Reduce Training Time of new team members. The simplicity of managing tasks and notes all in one place makes it much easier to train new staff on joining the team. I would estimate training times are cut in half.

Collaboration

It has primarily assisted with management oversight and taking over a team member's project management responsibilities when they are temporarily on vacation or have left the company permanently.
Our team members handle most projects independently, but occasionally someone will assist with a project and having the ability to see status of every team members projects is a great tool in those situations.
If we do implement using ClickUp as our CRM, we would also be able to easily collaborate in updating customer information as needed.

All-in-One Productivity Platform

ClickUp has definitely eliminated many Excel Spreadsheets and Word Document Checklists. We still use OneNote to keep track of all notes in one place. This is a great tool to manage all overall notes for the company. We also still use Excel for very basic statuses of all projects. And we still use Outlook and Teams for communication. But we use ClickUp to keep detailed statuses of every part of a project.

Key Insights

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

Other Software Used

OneNote, Microsoft Teams, Foxit PDF Editor (FoxitPhantom)

Likelihood to Recommend

Project Management seems to be the best way to use ClickUp. Having the ability to create tasks and sub-tasks for different projects, assign tasks and sub-tasks to different users, track statuses of tasks, keep notes in each task, and include deadlines allows for a great solution to basic project management.

Customer Relationship Manager is another solution that we may use in the future. Having the ability to keep track of Customers in the same system as the projects we are managing would be very helpful. You can customize the view to show all important detail for each customer and search customers as needed.

ClickUp Feature Ratings

Comments

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Project Management with great Customization