One Stop Shop for Productivity!
March 17, 2025
One Stop Shop for Productivity!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClickUp
We use ClickUp to understand work capacity, how much work our service agreements generate for our existing clients, which gives us the insight on what our capacity is and how many new clients we can onboard before reaching capacity and determining if we need to prune our clients or expand our team.
We also use ClickUp to understand team productivity - what our team does on a da-to-day basis and of that work, how much of it is internal, operations vs growth - agency marketing, and then billable client work.
We also use ClickUp to determine how profitable our clients are. We gain insight on how much we're serving clients and if or when we would need to ramp up or scale back to meet service agreements. This also, in the long run, allows us to determine if our agency rate needs to increase, or if we need to expand our service agreements to accommodate the actual work needed to produce results!
We also use ClickUp to understand team productivity - what our team does on a da-to-day basis and of that work, how much of it is internal, operations vs growth - agency marketing, and then billable client work.
We also use ClickUp to determine how profitable our clients are. We gain insight on how much we're serving clients and if or when we would need to ramp up or scale back to meet service agreements. This also, in the long run, allows us to determine if our agency rate needs to increase, or if we need to expand our service agreements to accommodate the actual work needed to produce results!
Pros
- Assisting users in managing the responsibility of completing their work on time
- Insight on team capacity - are we scheduling people too much work?
- Profitability - who are we over-serving/underserving
- Keeping things organized and in one platform!
Cons
- I hate that you have to upgrade to the next level plan for the very little things. An example would be that we have 1 part time employee and I can't set her capacity on a day-to-day basis, only weekly basis and she doesn't work M-F.
- The ability to create new tasks from the calendar integration view. For example, when I integrate my calendar, when I'm scheduling a meeting, I would like to be able to create a task or easily search for a task to connect the invite to. Right now, if I can't find it by a general search, I have to open another ClickUp window to copy the task link. Another alternative could be to be able to search for a task to connect the meeting to by space>folder>list
- We don't enforce time tracking approvals, but it would be nice to be able to send a clickbot reminder to the team to finalize their timesheets by the end of the day on Fridays. The reminders are currently hidden in the My Work view on the home page.
- We were able to identify a realistic goal to set for non-client time tracking. We originally set a goal for 10-15% but have realized that 25% was more realistic which has led our company to revising our rate to accommodate for all of the operational development time we're investing in our team.
- ClickUp has also provided a clear view of capacity for team members. For example, we were originally set on hiring a particular role but after months of reviewing capacity, we identified that the need for that role was superseded by another role we overlooked.
The ability to connect chat conversations to tasks have been tremendously helpful for team members to circle back to the activity field when working on their task. It allows us the ability to easily save important messages. The ease of creating tasks from docs has been helpful in meetings because it allows us to immediately take action without digressing or adding more to the follow-up list.
-The automation to close tasks after the final subtask is completed has been helpful because people have a tendency to forget about the parent task. This helps us understand which projects are completed - which eliminates the question of how many projects are in progress or in any other active status
-We have an ad hoc project list that gets billed to the client after the project has been completed. Where it helps us is that once the tasks have been completed and the parent tasks have been closed out, Clickbot will send a message to the Strategist letting them know that the project has been completed and to view and notify sales that the project is ready to be billed. This reduces the chance that ad hoc projects go unbilled because a notification is set in place. It also hold the Account Strategist accountable for any missed billing projects because of the automation.
Things like that are a few examples of how it's been super helpful to us!
-We have an ad hoc project list that gets billed to the client after the project has been completed. Where it helps us is that once the tasks have been completed and the parent tasks have been closed out, Clickbot will send a message to the Strategist letting them know that the project has been completed and to view and notify sales that the project is ready to be billed. This reduces the chance that ad hoc projects go unbilled because a notification is set in place. It also hold the Account Strategist accountable for any missed billing projects because of the automation.
Things like that are a few examples of how it's been super helpful to us!
They don't compare against ClickUp. I joined my current agency with ClickUp already in place, but the user experience is by far the best. It's super easy to learn and there are so many ways to streamline processes. You do need a dedicated person to learn and be the implementor and when you have that person, ClickUp is super efficient.
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?
I wasn't involved with the selection/purchase process
Did implementation of ClickUp go as expected?
Yes
Would you buy ClickUp again?
Yes
Comments
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