Giving ClickUp A Chance and Making It Your Own - The App That Saves So Much Time

I currently use ClickUp with my company as a Project Manager. I work with other team members from the Operations team, as well as the Fund Accounting team. ClickUp addresses a lot of process issues that teams can get confused on who is taking what task at what time, and it has relieved a lot of post Deal Won bottlenecks and confusion that we had experienced before. Now, we are able to get automations and templates in play so that when the appropriate item comes in through a form filled out from a team member, everything naturally flows from there.

Team meetings are not more collaborative, as I've noticed that people are adding in their feedback or agenda items in advance before meetings, so knowing what to expect in meetings makes meeting time spent more efficiently. I love that people are more comfortable sharing their thoughts in Documents under the comments section on drafts of process documentation that I work on, and it helps greatly to get that feedback in a more timely manner so that I can review those notes and make any appropriate changes and close out the task faster. There is a heavier desire and need to update team members on project progress now, whether it be their own comments to @-ing a team member, making all projects more visible company wide with less hassle of following up internally with the team. That saves A LOT of time from a Project Manager standpoint as the status update is already shared in their own ClickUp tasks completed and/or notes added to specific tasks.

We used to have a lot more apps before ClickUp (Jira, Karbon, Notion, etc.), so having the automated work and checklists, as well as templated emails or workflows life in one place make it easier to track and even search as a team. I'm so impressed by how much ClickUp can house in the app in terms of data, and utilizing ClickUp AI with it helps so greatly as it accelerates the productivity even more.