‘ClickUp has been a game-changer for our team’s task management and cross-functional collaboration,’ says a G2 user.
Heard people rave about ClickUp? Curious to know what all this Converged AI Workspace can do?
Use this article as your crash course on all things ClickUp. Let’s see what ClickUp is used for, how teams put it to work every day, and how you can customize it to fit your workflows.
What is ClickUp Used For?
- What Is ClickUp?
- Why ClickUp Has So Many Use Cases
- 20+ Ways to Use ClickUp Across Teams
- 1. Project management
- 2. Task management
- 3. Software development
- 4. Team collaboration
- 5. Unified AI that works your way
- 6. Meetings and follow-ups
- 7. AI-powered document management
- 8. Reporting
- 9. Marketing campaigns
- 10. Automated workflows
- 11. Content operations
- 12. Budgeting and finance tracking
- 13. Process improvement and auditing
- 14. CRM and client work
- 15. Event and logistics planning
- 16. Onboarding and training
- 17. Product launches
- 18. Service and support operations
- 19. Compliance and audit readiness
- 20. Design ops
- ClickUp vs. Other Work Tools
- How to Get Started with ClickUp
- Centralize Your Work and Boost Productivity with ClickUp
Summarize this article for me pleaseWhat Is ClickUp?
ClickUp is the world’s first Converged AI Workspace that brings together all your work apps, data, and workflows in one place. It’s powered by Contextual AI that can see patterns across your entire operation.
The context-aware AI understands your workspace as it sits on top of your tasks, docs, chats, projects, and goals in your ClickUp workspace. It gives you accurate answers, summaries, insights, and recommendations without needing to switch tabs or dig through scattered folders.
And that’s not all. You get a suite of advanced features, such as no-code Automations and Agents. They allow you to automate daily standups, generate project updates, maintain documentation, route tasks, monitor deadlines, and run recurring workflows that would otherwise require manual effort.
Together, these capabilities transform ClickUp from a project management tool into a connected operating system for your work.
The most common benefits of ClickUp, as reported by users, include:
- Reduced context switching
- Lower app sprawl
- Improved cross-team alignment
- Scalability for every team and department
The numbers tell the story:
🧠 Fun Fact: ClickUp started as an internal tool built to fix a simple problem: productivity was broken. Too many tools, too many silos. Today, our mission is to give teams back 20% of their time by bringing all work into one place. And the best part is that there are 4 million teams with us for this.
Summarize this article for me pleaseWhy ClickUp Has So Many Use Cases
Most work tools solve just one piece of the puzzle. You’ve got project tracking in one app, docs in another, dashboards in a third, and even separate team chat collaboration tools. You end up stitching them all together to get work done.
ClickUp is built differently. From day one, it was designed to handle every layer of your work in one connected place so that you don’t have to wrangle the Work Sprawl of disconnected apps for important tasks.
The customizable workflows adapt to whatever your team needs: sprint planning for devs, CRMs for sales, wikis for HR, audits for compliance, checklists for events.
ClickUp’s free pricing plan lets you test-drive critical features such as Docs, Calendar, and Kanban Boards.
In fact, even ClickUp AI is part of the free pricing plan. You can try out features such as Super Agents, Brain MAX, Talk to Text, AI Notetaker, Enterprise AI Search, and more.
ClickUp doesn’t limit you to one department, team size, or workflow. You can customize it to match how your work really flows. No matter the use case, your team stays aligned, moves faster, and can say goodbye to tool sprawl.
This build-for-every-team approach goes back to ClickUp’s earliest days.
In the words of Zeb Evans, the CEO and Founder of ClickUp:
His LinkedIn post adds more context to why ClickUp brings work + AI into one unified platform:
Summarize this article for me please20+ Ways to Use ClickUp Across Teams
Let’s dig into the 20+ ways you can put ClickUp to work every day.
1. Project management
Think about your typical workday. You’re chasing updates, hopping between task boards and chat apps, and searching for that final doc, across five different tools. You spend more time managing timelines, dependencies, and stakeholders than doing work.
Worst of all, a traditional project management tool forces you to adapt your workflows to its rigid structure.
Enter: ClickUp for Project Management. Plan your tasks, projects, timelines, and more in one place.
Use the platform to break complex tasks into smaller subtasks, connect related work with dependencies, and track milestones that mirror your real workflow.
With 15+ Custom Views like Gantt, Timeline, Board, or List, you can choose how to visualize progress based on how your team works. Alongside, you can see your project from every angle and:
- Manage time and resources with precision: Adjust timelines, shift priorities, manage workloads, add dependencies, and move tasks when schedules change
- Get a high-level overview: View multiple projects side-by-side or zoom into a single one. Flexible sorting and grouping help you monitor progress, spot bottlenecks early
- Organize your projects: You get custom sorting, filtering, and grouping options. Create cascading views to see what’s on deck today, what’s coming soon, and what needs urgent attention
📌 Real-world example: How a SaaS engineering team uses ClickUp
A SaaS engineering team plans a new feature release by mapping all task dependencies in Gantt View. This includes frontend, backend, API updates, QA cycles, and deployment tasks.
- Once the sprint begins, developers switch to a Kanban Board to move tickets through “In Progress,” “Code Review,” and “Testing,” while Automations alert QA when a card is ready for verification
- Design and product teams track parallel tasks in List View, keeping specs, acceptance criteria, and UI updates organized
- As the release nears, engineering leads review Timeline View to confirm workloads, overlapping tasks, and any emerging blockers
This lets the entire SaaS team work in their preferred view without losing alignment or context. Based on the ClickUp X Powerflex case study, the Product Development Lead, Kellock Irvin, says:
💡 Pro Tip: Feeling overwhelmed setting up your workflow from scratch? Start with ClickUp’s Project Management Template. It gives you a pre-built Space organized by project phases, complete with List and Kanban views, so you can track tasks and resources immediately.
With six Custom Task Statuses (like ‘Open’, ‘In Progress’, and ‘Done’), it’s a plug-and-play way to manage work without spending hours on setup.
2. Task management
ClickUp Tasks is the execution layer that powers every workflow.
Start by customizing your task statuses to reflect how your team works. Need ‘Client Review’, ‘On Hold’, or ‘Needs Permit Approval?’ You’ve got it!
Next, set priority levels to help your team focus. Choose Urgent, High, Normal, or Low in the task management software.
Want to structure work better? Here’s how different ClickUp task types keep everything organized.
Then there’s the Tasks + ClickUp Brain combo that adds an intelligence layer:
- Auto-create tasks when triggers fire (e.g., a lead enters your CRM → ClickUp generates a pre-filled task)
- Update or classify tasks based on AI outputs (e.g., add “Urgent” if sentiment is negative)
- Assign tasks automatically using routing rules, capacity limits, or custom logic
- Track automation performance with Custom Fields or Statuses like “AI-suggested,” “Escalated,” or “Manual review”
📌 Real-world example: How a construction team uses ClickUp for task management.
A construction team manages daily site activities in ClickUp using tasks for inspections, permits, material delivery, and subcontractor work.
Templates standardize recurring processes like safety checks or punch lists. Custom Fields track site zones, contractor assignments, equipment needs, and compliance stages.
Statuses like “Scheduled,” “On-Site,” and “Inspection Needed” keep crews aligned, and Priorities highlight sequence-critical work such as slab pours or electrical rough-ins.
Linked tasks show how delays in one trade affect downstream work. With ClickUp AI, new tasks auto-generate from ClickUp Forms, assignments route to the right subcontractor, and AI Cards in ClickUp Dashboards flag delays before they impact the schedule.
🧠 Fun Fact: In 2025, ClickUp’s users created over 3.6 billion tasks!
3. Software development
ClickUp’s AI-Powered Software Development Platform allows you to plan, build, and ship all your product updates—from epics to PRDs to deployments—inside one connected workspace.
With ClickUp, refining the backlog becomes a continuous, AI-powered workflow.
ClickUp AI can automatically assign tickets, update sprints, suggest fields, summarize PRDs, and clean up stale items. Far from manually organizing work, your backlog evolves in real time—so engineers stay focused on delivery.
Turn conversations into action. Team chats, PRD reviews, retro notes, and standups are likely to contain hidden action items. ClickUp AI can detect these and turn them into trackable tasks with assignees and next steps—no more “Did anyone capture that?” moments.
Your DevSecOps team can find pull requests, specs, files, and sprint work in seconds, even across tools with ClickUp’s Enterprise AI Search.
Lastly, ClickUp’s 1000+ Integrations keep your dev team aligned with tools they already use.
ClickUp integrates with the full dev ecosystem: GitHub, GitLab, Bitbucket, Sentry, PagerDuty, Jenkins, LaunchDarkly, and more.
📌 Case in point: Here’s how the engineering team at Pressed Juice uses ClickUp.
📌 Real-world example: A SaaS engineering team ships products faster with ClickUp.
A growing SaaS company uses ClickUp to manage its development cycle in one place. Product managers plan quarterly releases on interactive Gantt roadmaps, adjusting timelines and dependencies as scope shifts.
When work moves into execution, engineers switch to a Sprint View, where AI Super Agents clean up the backlog, flag duplicates, summarize specs, and auto-prioritize tasks.
Bugs flow in through custom Forms that capture severity, environment, and repro steps, and automations route them to the right squad.
AI StandUp Cards surface blockers and progress instantly.
PRDs live in ClickUp Docs, linked directly to development tasks, while Enterprise Search helps engineers pull answers from docs, chats, and tasks in seconds.
By launch week, everything—from testing results to release steps—is visible in 15+ engineering views, keeping product, engineering, and QA fully aligned.
4. Team collaboration
Are you tired of using Slack for instant messaging, emails for updates and feedback, Zoom for video calls, and the list goes on?
What if we told you those days are behind you?
ClickUp Chat reduces context sprawl by putting these conversations directly inside the space where your work happens.
Chat sits alongside your tasks, Docs, Whiteboards, and projects:
- Chat is integrated into your sidebar, so you can see unread messages, DMs, and channels in one place
- In the new converged Home, chats, tasks, and Spaces live together, so you move seamlessly between the work and the conversations about that work
- For big initiatives, you can create a project-specific channel that sits right next to the List you’re using to manage tasks, so context never gets lost
When something important comes up in a conversation, you don’t have to copy-paste it into a tool “meant” for work. In ClickUp, you can:
- Convert a chat message into a task with two clicks
- Relate a chat to an existing task so that key decisions and details are always visible from both sides
- Use labels like Replies, Chat Activity, Drafts, and Sent to jump back into ongoing conversations without hunting through long histories
📚 Read More: How to Use ClickUp for Agencies
📌 Real-world example: How a design team in a marketing agency uses ClickUp for communication.
A design team keeps campaign work organized with a task List and a dedicated Chat channel for feedback, quick questions, and asset sharing. When a client drops urgent input, the design lead converts that chat message into a task and assigns it instantly.
For fast alignment, the team uses another robust feature: SyncUps to jump into quick face-to-face check-ins without leaving ClickUp—reviewing mockups, sharing screens, and connecting specific tasks during the call.
In ClickUp Chat, Autopilot Agents can monitor conversations in real time and take action based on context. For example, when a client drops long design feedback, an Agent can summarize the message, create or update tasks, apply the right status or priority, and assign work to the correct designer
In the words of Mattia Francesco R:
⭐ Bonus: ClickUp Chat + AI = Your collaborative partner.
ClickUp Brain turns Chat into more than just a messaging platform:
- Tag @Brain in a channel to clean up messy data (like a pasted email), turn it into a structured table, or create cheat sheets for meetings
- Use @My Brain when you want to ask private questions (for example, “Which vendor did we use for last year’s conference swag?”) and then share just the answer back into the channel
- With Brain MAX, ClickUp’s desktop AI companion, you can pull context from emails, past chats, and connected apps to surface links, docs, or references without pinging teammates or digging through old threads
This video shows you how to harness the full potential of Chat + AI.
5. Unified AI that works your way
Do you find yourself switching between multiple AI tools like ChatGPT, Claude, Gemini, and others just to get a clear answer?
Each tool has its own login, its own context window, and its own limitations. You waste time repeating prompts, losing context, and jumping between tabs.
This is AI Sprawl. And it’s one big reason why 95% of companies trying to adopt generative AI are seeing zero return!
This video shows you how to fix it before things spiral 👇
ClickUp Brain fixes this by bringing all the latest AI models into one app. You can choose the right engine for the right task and avoid paying for multiple subscriptions.
It also doubles up as an intelligent search bar for your company’s knowledge base.
For instance, ask, ‘What did we decide on the Q4 roadmap?’ and ClickUp’s connected AI pulls the answer from ClickUp, and connected work apps such as Slack, Google Drive, and project docs. You get a complete answer with links to relevant documents and suggested next steps.
Need to assign something? Say, ‘Create a task for Maya to update the launch deck by Friday, ’ and ClickUp’s AI tool does the rest.
Task created, deadline set, assignee added ✅.
On the desktop app (Brain MAX), you can also access Talk to Text. Speak naturally while it cleans up and transcribes your thoughts. Dictate updates and important tasks, brainstorm ideas, or draft messages hands-free. It can even format your transcripts into clean summaries, lists, or action items.
Need more evidence? Here’s what a G2 user had to say about Brain MAX:
👀 Did You Know? In 1854, physician John Snow stopped a deadly cholera outbreak in London using a hand-drawn disease map of cholera deaths in London. He mapped cases around the Broad Street water pump and proved the epidemic was linked to contaminated water. When officials removed the pump handle, the cases reduced.
It’s now seen as one of the earliest examples of data-driven decision-making—long before dashboards, reports, or AI existed.
6. Meetings and follow-ups
Most teams lose time because meetings, action items, and schedules live in different tools. You check one app for availability, another for meeting links, and a third for tasks—making it hard to stay aligned or follow through after the call.
To solve this, ClickUp has a connected scheduling system powered by the Planner and Calendar.
With the Planner, see all your tasks, meetings, and priorities in one place. Drag tasks into your schedule to plan your day or week. Tasks instantly become time blocks, so you can balance meetings with focused work.
Inside the Calendar Glance, quickly join or schedule meetings without leaving ClickUp. Yes, your Zoom, Teams, or Google Meet links are right where you need them.
When you open a time slot, ClickUp Calendar suggests available windows based on your workload and existing plans.
Need to turn ideas into action? You can schedule tasks directly from your Planner, block time for them, and adjust your week with simple drag-and-drop. Everything stays synced, so you always know what should happen next.
With AI helping create notes, extract action items, and assign follow-ups, meetings stop being isolated events and become part of a smooth, connected workflow.
If you’re a ClickUp user, see how we use ClickUp Brain ourselves—real workflows, shortcuts, and AI tips you can implement straight away.
📌 Real-world example: How a consulting firm uses ClickUp Calendar.
A mid-sized consulting firm manages all client calls, internal reviews, and delivery deadlines inside ClickUp. Consultants start their week in the Planner, dragging upcoming research tasks, presentation prep, and stakeholder check-ins into their schedule. In between client meetings, they can carve out focus blocks.
When a new client request comes in, the manager uses Calendar Glance to find the next available slot. They attach the relevant client task so everyone joins the call with the right context.
After each meeting, ClickUp’s AI Notetaker generates notes, identifies follow-ups, and creates action items.
⭐ Bonus: When you’re in that meeting, ClickUp AI Notetaker does some heavy lifting for you. It joins your Zoom, Google Meet, or Microsoft Teams calls. It takes notes and organizes them into key decisions, action items, and more.
Your meetings also get recorded with searchable transcripts, so you can find exactly who said what, anytime, right inside ClickUp.
What happens after the meeting ends? You’re given notes, a video or audio recording, and action items you can quickly turn into tasks and assign to the right people.
📮ClickUp Insight: According to our meeting effectiveness survey, nearly 40% of respondents attend between 4 to 8+ meetings per week, with each meeting lasting up to an hour. This translates to a staggering amount of collective time dedicated to meetings across your organization.
What if you could reclaim that time? ClickUp’s integrated AI Notetaker can help you boost productivity by up to 30% through instant meeting summaries—while ClickUp Brain helps with automated task creation and streamlined workflows—turning hours of meetings into actionable insights.
On that note, if you’re struggling with communication, use free project communication plan templates to standardize your team’s communication strategy.
7. AI-powered document management
ClickUp’s project management tool hosts your documents and Wikis in the same place where your tasks, timelines, and projects already live.
ClickUp Docs come with ClickUp Brain directly inside the editor.
The AI-assistant lets you create anything: a quick internal note, a detailed process guide, a client-facing proposal, or an entire knowledge base. Your Docs are dynamic, and Brain is context-aware.
When you create a project plan, ask Brain to suggest relevant SOPs, previous briefs, meeting notes, etc. Reduce duplication and keep everyone aligned on the latest version.
📌 Real-world example: How DISH Network uses ClickUp to unify documentation and collaboration.
DISH Network’s Commercial Services PMO struggled with disconnected tools, siloed departments, and scattered documentation. They turned to ClickUp to unify their project workflows and bring every team into a single, structured system.
With ClickUp Docs, DISH centralized process documentation, rollout plans, and cross-functional communication in one place.
Teams could co-edit Docs in real time, leave contextual comments, attach tasks directly inside the document, and ensure everyone was always working from the latest version.
Here’s what Mike Coon, the Program Manager, has to say about ClickUp’s AI in knowledge management:
8. Reporting
ClickUp Dashboards give you one clear, real-time view of everything happening across your projects.
Build your dashboard with drag-and-drop cards that show exactly what matters to you. Visualize task statuses, surface overdue work, compare estimated vs. actual time, or track goals linked directly to the tasks that support them.
🤓 What makes Dashboards powerful is the variety of cards you can choose from. For instance:
- A Pie Chart card can visualize tasks by status, assignee, or priority, showing you how work is distributed at a glance
- A Calculation card can roll up numbers, such as hours logged across a team, total estimated effort, or budget spent versus remaining
- For more detail, a Table card pulls in lists of tasks with filters applied, letting you zoom in on specific metrics like overdue items or upcoming deadlines
- And when you need to go deeper, drill-down views let you click straight into the underlying tasks without leaving the Dashboard
To cap it all, add cards for sprints, time tracking, workload, or even embed external content like Google Sheets or Figma files. And as you integrate more projects, Dashboards Hub becomes an indispensable tool. It’s the central place where all Dashboards live, complete with filters, sorting, and favorites for quick access.
📌 Real-world example: How Finastra uses ClickUp Dashboards for executive reporting.
Finastra’s global marketing team needed clearer visibility across departments and a faster way to report progress to senior leadership.
With ClickUp Dashboards, Finastra delivers a unified, real-time view of project health to the executive vice presidents of each business unit. Their dashboards aggregate campaign progress, regional performance, risk areas, and upcoming milestones—all updated automatically as teams work.
As Joerg Klueckmann, VP of Marketing, explains, “Communicating the status and performance of our global and regional marketing campaigns to our business units was far from optimal. With our new Dashboards, we’re saving time, and our stakeholders have real-time access to the information they need, whenever they need it.”
9. Marketing campaigns
Campaign work moves fast. There are always multiple channels in play, last-minute edits to manage, and timelines that shift without warning.
ClickUp helps you manage the campaign lifecycle in one spot, so your team can spend less time coordinating and more time creating marketing assets.
Start with ClickUp’s Calendar View to plan your campaign timeline. Schedule email sends, blog launches, ad drops, and social posts across daily, weekly, or monthly views.
Tasks are easy to drag around if something shifts, and you can filter by team, channel, or campaign to focus on just what you need. It even syncs with Google or Outlook Calendar, so what’s on your marketing calendar matches what’s in your ClickUp workspace.
As campaigns ramp up, you need more clarity and quickness. For this, break down complex tasks into actual, actionable steps.
Use ClickUp Task Checklists and subtasks to turn every task into a clear sequence. Instead of a vague ‘build landing page’, you might create checklist items or subtasks like ‘write homepage copy’, ‘design hero image’, ‘review legal’, or ‘QA test form’. Each item can be assigned to someone and updated in real time as it’s completed.
📌 Real-world example: How our marketing team shifted from content creation to content production with ClickUp.
At ClickUp, our marketing team manages a high-volume content pipeline—blogs, newsletters, webinars, videos, social campaigns, and product launches—all inside one ClickUp workspace.
Every new piece of content starts as a task with a content production checklist covering research, outlining, drafting, editing, design requests, SEO updates, and final QA. Each step has its own owner and deadline, so nothing slips through the cracks.
All briefs, drafts, feedback threads, and approvals live inside ClickUp Docs, which means writers, designers, and PMMs collaborate in real time without hunting for links or old versions. As deadlines shift, the team uses Calendar View to drag and rearrange publish dates instantly.
Greg Swan, ClickUp’s Content Manager, shares a quick hack:
📚 Also Read: How ClickUp’s Marketing Team Uses ClickUp
10. Automated workflows
Think about your day. How many times do you stop what you’re doing just to remind someone about a deadline, update a status, or move a task along?
And you’re not alone. We found that 45% of knowledge workers have thought about using automation but haven’t taken the leap.
What deters them from taking the first step toward automation? Factors such as limited time, uncertainty about the best tools, and overwhelming choice.
ClickUp makes this transition smoother. With no-code Automations and easy-to-build AI Agents, get started with AI-powered workflow automation quickly.
Start with ClickUp Automations to handle predictable work, such as:
- Assign tasks when a status changes
- Send notifications when a due date shifts
- Move a request to the right team based on a custom field
These rules keep your system consistent without requiring anyone to babysit the process.
Then layer in AI Super Agents—your intelligent automation partners. They understand context, not just triggers.
Instead of stacking conditions and actions, you describe the outcome you want (“Send daily standup updates,” “Escalate overdue work,” “Route bugs by severity”), and the Agent builds the logic for you.
Agents can read tasks, comments, Chat conversations, and fields to decide what should happen next.
Finally, Agents can interpret context to ensure tasks, updates, and follow-ups happen without manual effort, all in accordance with your custom instructions.
Together, Automations + Agents + Brain create a workspace where work moves forward even when you’re not pushing it—reducing delays, errors, and operational overhead.
📌 Real-world example: CEMEX, a global manufacturer and supplier of cement, was struggling with manual work and needed an all-in-one productivity platform to scale its operations.
ClickUp helped CEMEX automate tasks such as the project intake process to allow teams to get to work faster.
The result?
- 15% reduction in time-to-market
- From hours to seconds for project hand-offs
📚 Read More: How to Use ClickUp for Goal-Setting and Tracking
11. Content operations
Every content manager knows their job can get chaotic. Your to-do list runs the risk of overflowing. Between managing writers, approving designs, and keeping up with edits, hitting your deadlines is a constant challenge.
ClickUp Docs help you keep the entire content lifecycle in one place—from briefs and outlines to final drafts. Your writers will use Docs for drafting, editors can leave comments, and stakeholders will approve them via inline comments and edits without switching tools.
With ClickUp Brain built in, you can generate outlines, rewrite sections, summarize feedback, and convert approved copy directly into tasks with deadlines and assignees.
Don’t stop there. Use Docs to create repositories for your content team. Include style guides, prompt libraries, branding assets, and more that anyone across departments can use.
When brainstorming ideas and strategies, you have ClickUp Whiteboards. The digital canvas lets you map content calendars, user journeys, creative concepts, and workflows visually.
Add sticky notes, connect ideas, drop in tasks or Docs, and turn any node into actionable work. No more lost brainstorms or disconnected planning files. Your strategy lives right next to execution.
📚 Read More: How we Scale Content Production at ClickUp
📮 ClickUp Insight: Context-switching is silently eating away at your team’s productivity. Our research shows that 42% of disruptions at work come from juggling platforms, managing emails, and jumping between meetings. What if you could eliminate these costly interruptions?
ClickUp unites your workflows (and chat) under a single, streamlined platform. Launch and manage your tasks from across chat, docs, whiteboards, and more—while AI-powered features keep the context connected, searchable.
12. Budgeting and finance tracking
Trying to control cash flow with scattered spreadsheets and last-minute approvals just drains your focus. On the other hand, ClickUp helps you build a budgeting system that’s built for how you work today.
At any given time, you open your Dashboard and see exactly how much runway you have left in months, which department is burning through its budget the fastest, and which vendor invoices are overdue.
The financial widgets in ClickUp for Finance Teams show your MRR trend line, last month’s spend vs. budget, and forecasts for upcoming expenses.
Switch to ClickUp Table View when you need to break things down line by line. Start by adding custom columns for expense categories, budget owners, due dates, and payment status to organize spending exactly how your team needs it.
Filter and sort your rows by department or vendor to spot trends or catch duplicate costs before they add up. When you have an expense ready for review, attach receipts right to the row and tag teammates in task comments for sign-offs.
Got more than one team fighting for the same budget? Use ClickUp Portfolios in your Dashboards to pull every project into one clear view.
See who’s on track and who’s burning through cash too fast. Zoom in on any project to check budget progress and make quick calls without second-guessing the numbers.
📌 Real-world example: One team that’s seen a major shift in productivity with Table View is Cartoon Network’s social media team.
Cartoon Network’s social media team used to struggle with scattered workflows across multiple tools. Managing campaigns for both Cartoon Network and Warner Bros meant constant context-switching and missed details.
With ClickUp’s Table View, they now track all channels in one place, making it easier to manage deadlines, assets, and priorities.
13. Process improvement and auditing
Most teams struggle to track how processes actually run versus how they were designed. Without documentation or an organized process, everyone is likely to skip steps when priorities change.
ClickUp helps you bring structure, visibility, and accountability back into your processes.
Start with Custom Fields to capture the exact information your audits rely on—risk level, status reason, process owner, compliance category, evidence links, or department. Every entry is structured, searchable, and uniform across teams.
Then elevate your audits with Custom AI Fields. These fields don’t just store data—they interpret it. They can automatically:
- Detect missing information (“This compliance check has no evidence attached”)
- Assess risk levels based on task content
- Summarize long audit notes into clear findings
- Flag unusual patterns, delays, or repeated compliance gaps
- Score tasks or submissions based on criteria you define
AI Super Agents can then reinforce process discipline by flagging stalled tasks, detecting missing steps, routing work to the right owner, and notifying auditors when evidence is uploaded. Agents can even read task content and highlight inconsistencies or incomplete information during audits.
Watch this video to learn how ClickUp Super Agents help manage project risk:
To map current vs. ideal workflows and visualize where breakdowns occur or are likely to happen, you have Whiteboards.
📌 Real-world example: Talent Plus, a global human resources consulting firm, needed a better way to keep over 100 team members aligned on fast-moving client projects. With different departments juggling scattered tools, work updates got lost, and leadership often lacked a clear view of project health.
ClickUp became their single source of truth, and Whiteboards made a big impact. Instead of jumping between diagramming apps and manually moving ideas into tasks, the team now maps out SOPs, brainstorms, and builds workflows visually right inside ClickUp.
14. CRM and client work
Traditional CRMs box your teams into rigid pipelines and predefined sales stages.
If your workflow doesn’t fit their structure, you end up hacking the system, juggling external spreadsheets, or stitching tools together just to manage deals, onboarding, and client communication.
Marketing runs in one platform, sales in another, and onboarding somewhere else. The result is siloed data and lost context.
ClickUp’s CRM, on the other hand, adapts to your process.
- Start by building the customer database you actually need
- Create Custom Fields for deal size, contract terms, lifecycle stage, renewal risk—whatever your team relies on
- Link tasks, docs, files, and messages so every client interaction lives in one place
You can even map Task Dependencies to see how onboarding tasks connect with product setup or billing steps.
Then, streamline your intake with ClickUp Forms. Customers can submit requirements, briefs, or onboarding info through branded forms powered by conditional logic. Their responses instantly create tasks, apply tags, assign owners, and trigger automated workflows without manual sorting.
Whether you’re managing leads, renewals, or post-sale service, ClickUp gives you a connected, flexible CRM that adapts to your full client lifecycle from prospect → pipeline → onboarding → ongoing account management.
📌 Real-world example: A fast-growing real estate firm manages dozens of buyers, site visits, builders, and loan partners at any given time.
Before ClickUp, agents tracked leads in spreadsheets and relied on WhatsApp for follow-ups.
With ClickUp, the team built a custom CRM database with fields such as budget range, preferred locations, and more. Each buyer gets a dedicated task linked to site-visit checklists, property-comparison documents, and legal-approval workflows.
When a buyer moves forward, Dependencies map the entire journey from first enquiry → property shortlist → site visits → builder coordination → agreement signing. If legal or loan documentation stalls, Automations notify the right owner instantly.
📚 Also Read: How to use ClickUp Forms
15. Event and logistics planning
When events are run from spreadsheets and scattered chats, so many things could go wrong. For starters, you could double-book vendors. Or forget to tell a team member about a key change, causing last-minute chaos.
ClickUp’s Event Management Platform brings every moving part of an event into one connected system. Your team stays coordinated from pre-event planning to post-event wrap-ups.
Time Management tools help you stay on schedule. Break large events into structured tasks with start/due dates, and add assignees to show clear ownership. Track billable hours, log prep time with global time tracking, and use time estimations to set accurate expectations with clients and partners.
Then, with Task Dependencies, create an order of operations. Use Priorities and ClickUp Task Checklists so your crew knows what must happen first and what can wait.
Whether you’re checking vendor arrival times, updating run-of-show tasks, or approving last-minute changes, ClickUp’s mobile app keeps your event plan accessible.
Your team can upload photos, mark tasks complete, or ping updates instantly—right from the venue floor.
💡 Pro Tip: Use ClickUp’s Event Management Template to handle the moving parts of real-world events
16. Onboarding and training
Want your new hires to be up to speed quickly and not waste their time piecing things together from scattered files?
Use ClickUp Docs to write handbooks, step-by-step guides, or project notes right where the work happens. Link Docs directly to tasks so anyone can see the why behind what they’re doing without bouncing between tools.
You can also bring related Docs together to build living wikis that grow and stay fresh as your team does.
🎥 Bonus: If you’re creating an internal knowledge base for the first time, this video shows you how to create one with ClickUp.
After you put together these docs, create ClickUp Automations to handle the rest. The moment someone joins, their tasks kick off automatically.
Welcome messages, first-day steps, and reminders all stay on track without you having to chase things down. Everyone knows what to do next, and you get more time to help them settle in for real.
📌 Real-world example: An HR team streamlines operations with ClickUp and reduces the chaos of scattered SOPs and constant employee questions.
They draft recruiting workflows, onboarding checklists, and compliance SOPs with ClickUp Brain, which pulls language and standards from their existing HR documents.
All finalized SOPs are stored in ClickUp Docs, neatly organized with pages for hiring, benefits, training, and performance reviews. When policies change, HR updates the Doc once, and every team instantly sees the latest version.
During onboarding and daily operations, employees rely on Brain with Enterprise Search to get immediate answers. They can ask questions like “What’s our leave approval process?” or “Where do I find the IT asset form?” and the AI fetches the exact policy, the Doc link, and next steps based on the context.
17. Product launches
You know that feeling when a launch is days away, and you’re still working on last-minute copy tweaks or a bug fix that’s holding everything up?
ClickUp’s Mind Maps help software development teams pull every piece into one clear plan from beta testing notes to final promo posts.
You can start with a blank mind map to capture ideas for features, tasks, campaign steps, and any loose thoughts from your team. As branches grow, you can drag and drop them around to shape the plan and connect related pieces. When you’re ready, flip any branch into a real ClickUp Task right from the map.
Once the tasks are rolling, ClickUp Dependency Relationships keep your plan in sync. Mark tasks as waiting on others when something must be done first, flag blockers that hold up the next piece, or link related tasks for better context.
When dates shift (because they always do), ClickUp’s Reschedule Dependencies ClickApp automatically moves linked start and due dates to match. So if your final design file is delayed by a week, the next steps push out too without manual updates.
📌 Real-world example: An ed-tech company preparing a major curriculum update uses ClickUp Mind Maps to capture stakeholder feedback from teachers, beta testers, and curriculum experts. They map content gaps, UI improvements, training materials, and district-specific requirements in one visual plan.
Dependencies ensure that lesson-plan updates are complete before the video team records tutorials, and that training webinars can’t be scheduled until the final UI walkthrough is approved.
When the legal team needs extra time for a review, Reschedule Dependencies automatically shifts the rollout timeline.
This keeps the GTM, product, and customer success teams aligned, launching the feature update across classrooms.
18. Service and support operations
Ask any support manager what keeps them up at night: visibility.
What’s stuck? Or escalated? What’s about to breach an SLA?
When those answers live across multiple platforms, reporting loses clarity and becomes guesswork.
ClickUp’s Customer Service Project Management Software brings your support workflow into one unified space.
ClickUp Integrations with 1000+ tools, including Intercom, Zendesk, Help Scout, Gmail, and Slack, ensure tickets convert into ClickUp tasks.
From there, Multiple Assignees lets teams collaborate on complex issues (like billing + technical + compliance tasks) without breaking a ticket into unnecessary duplicates. Everyone sees who owns what, and progress updates stay in one place.
Use Task Tags to categorize issues instantly (SLA breach risk, refund request, P1 bug, VIP customer). Then add Task Priorities so agents know what must be handled right now, what can wait, and what needs escalation.
If your support team is already overwhelmed with support tickets, it’s time to use AI customer service agents to offload the repetitive tasks.
📌 Real-world example: A logistics company relies on ClickUp to manage inbound support from warehouses and carriers. Delays, damaged shipments, and routing exceptions come in through Forms and email integrations, each auto-tagged by issue type.
When a temperature-sensitive shipment fails, support assigns the task to operations + QA using Multiple Assignees. Task priorities ensure SLA-critical issues rise to the top, while Automations escalate aging tickets.
19. Compliance and audit readiness
Forget rummaging through old folders and scattered emails just to answer a simple audit question. With ClickUp, every policy, approval, and control update lives in a single, structured system that’s up to date and traceable.
Here’s how it keeps your audit and compliance documentation audit-ready:
- Set up advanced Permissions to control who can view, comment, or edit sensitive folders and docs. For example, you can give your compliance team full access but limit others to view-only, so nothing important gets changed by accident
- If an update does happen, the Activity Log tracks every change in detail. You’ll always know who made edits and when
If you’re someone who forgets the routine checks, ClickUp Recurring Tasks helps you stay ahead before an audit catches you off guard. Build license renewals, policy reviews, or safety inspections that repeat on the schedule you choose.
Tasks recreate themselves when marked done or appear automatically on a set date. With ClickUp Notifications, your team gets reminders right in their inbox or in ClickUp, so everyone stays on track.
📌 Real-world example: A multi-location healthcare provider uses ClickUp to stay compliant with HIPAA, state regulations, and internal quality standards.
The Compliance team stores all SOPs, patient-handling policies, safety protocols, and incident-response workflows inside ClickUp Docs, protected with strict Permissions so only authorized staff can edit. Every policy change is automatically logged in the Activity history, giving auditors a clear record of who updated what and when.
Annual tasks like HIPAA training verification, radiology equipment checks, medication storage audits, and facility safety rounds run on Recurring Tasks, so nothing slips through the cracks. When evidence (like temperature logs or staff training certificates) is uploaded, ClickUp sends automatic notifications to the compliance lead.
During external audits, the team can instantly pull up policies, approvals, and evidence without digging through old email threads or shared-drive folders. The result is a consistent compliance process across all facilities.
20. Design ops
The last thing you want is your design team to get stuck on endless review cycles, unclear priorities, and scattered feedback.
ClickUp’s Design Project Management platform comes to your rescue here.
Use the Proofing feature to annotate images, videos, PDFs, and Figma exports directly inside ClickUp.
With Workload View, design managers can instantly see who’s overloaded, who has bandwidth, and where bottlenecks are forming. This helps assign work fairly and spot issues early, especially during big campaign pushes or product launches.
Teammates can use ClickUp Brain to generate concept images, mood-board elements, and quick visual drafts. It’s perfect for early-stage brainstorming, A/B variations, or placeholder assets that can then be fine-tuned by designers.
⭐ Bonus: Use Voice Clips during design reviews. Record a quick walkthrough explaining layout decisions or motion choices, and let ClickUp transcribe everything so copywriters, PMs, and developers get the full context without a meeting.
📌 Real-world example: A design ops agency uses ClickUp to centralize everything— task requests, briefs, design assets, feedback, and version history.
Every new project begins with a standard design brief template.
Designers claim tasks, mark status with priority and tags, and upload assets for review. Clients and internal stakeholders use the Proofing feature to leave precise feedback directly on mockups or PDFs, avoiding ambiguous “move this up a bit” comments.
Before the project starts, the creative director opens the Workload View for workload allocation.
With Brain image generation and Voice Clips, early concept visuals and quick design notes get created and shared instantly, cutting sketching and revision time.
📚 Read More: A Complete Guide to ClickUp for Personal Use
📮 ClickUp Insight: 11% of our respondents leverage AI primarily for brainstorming and ideation. But what happens to these brilliant ideas afterward? This is where you need an AI-powered whiteboard, like ClickUp Whiteboards, which helps you instantly turn ideas from the brainstorming session into tasks.
And if you can’t quite explain a concept, simply ask the AI image generator to create a visual based on your prompt. It’s the everything app for work that enables you to ideate, visualize, and execute faster!
Summarize this article for me pleaseClickUp vs. Other Work Tools
Let’s see how ClickUp stacks up against other project management tools.
Feature Comparison: ClickUp vs. Asana vs. Notion vs. Trello
| Feature | ClickUp | Asana | Notion | Trello |
| Task Views | 15+ views including Gantt, Kanban, Calendar, List, Mind Map, and more | List, Board, Calendar, Timeline | Board, List, Calendar (no native Timeline/Gantt) | Kanban Board native, Calendar and others (via Power-Ups) |
| Time Tracking | Native time tracking and estimates | Available in Premium and Business plans | No native time tracking; can integrate with third-party tools | Available via Power-Ups (e.g., Time Doctor, Harvest) |
| Docs and Wikis | Built-in Docs, Notepad, and Whiteboards | Limited; primarily task-focused | Robust documentation capabilities with rich text formatting | Limited; can use attachments or links to external documents |
| Automations | Advanced automations with conditional logic and custom triggers | Basic automations in Premium and Business plans | No native automation; can integrate with third-party tools | Butler automation (available in Business Class and Enterprise plans) |
| Goal Tracking | Native Goals feature with measurable targets and progress tracking | Available in Premium and Business plans | No native goal tracking; can create custom databases to track goals | No native goal tracking; can use Power-Ups or external tools |
| Sprints/Agile | Full support for Agile workflows, including sprint planning, backlog, and burndown charts | Limited Agile features; can use Timeline and Boards for basic Agile workflows | No native Agile support; can create custom workflows using databases and templates | Limited Agile support; can use Power-Ups like Agile Cards or Corrello |
| Resource management | Native workload management, capacity planning, and resource allocation | Available in Business and Enterprise plans | No native resource management capabilities | Available via Power-Ups (e.g., TeamGantt, Placker) |
| Integrations | Over 1,000 integrations, including Slack, Google Drive, Zoom, Microsoft Teams, and more | Integrates with popular tools like Slack, Google Drive, Microsoft Teams, and more | Limited integrations; can connect with tools like Slack, Google Drive, and GitHub via API or Zapier | Integrates with tools like Slack, Google Drive, Microsoft Teams, and more via Power-Ups |
| Pricing* | Free plan available; paid plans start at $5 per user/month | Free plan available; paid plans start at $10.99 per user/month | Free plan available; paid plans start at $8 per user/month | Free plan available; paid plans start at $5 per user/month |
Summarize this article for me pleaseHow to Get Started with ClickUp
Getting started with ClickUp is simple.
Sign up for a free account and invite a few teammates so you’re not exploring alone. We promise the user-friendly interface needs no learning curve.
Next, create your first Space: think of it like a home base for a project, department, or client work. Add a few Folders and Lists inside to break things down further. Your tasks live here, ready to be organized however you like.
Try out different Views like List, Board, or Calendar to see which layout fits your style best. Don’t hesitate to experiment; you can always switch it up later.
Want an extra boost? Turn on ClickUp Brain to help you draft content, summarize updates, or plan next steps faster.
Finally, connect your favorite tools, invite the rest of your team, and hit the ground running. The sooner you start working in ClickUp, the sooner you’ll wonder how you ever managed work without it.
⭐ Bonus: Learn ClickUp faster with ClickUp University. If your team wants to master ClickUp’s customizable features without guesswork, ClickUp University is the best place to start. You get video tutorials, allowing users to learn at their own pace and build confidence with real workflows. Each module gives valuable insight into how teams use ClickUp in practice, so you can pick up techniques that translate directly into your event and logistics processes.
Summarize this article for me pleaseCentralize Your Work and Boost Productivity with ClickUp
If you’re jumping between different tools for different purposes, like tasks, docs, chat, goals, sprints, or reminders, ClickUp is the only workspace you really need.
It unifies every piece of your work. Complex projects, quick checklists, team conversations, and even your personal to-dos are organized and customizable in project management software.
Need to plan a product launch? Run an Agile sprint? Take meeting notes and assign action items on the fly? ClickUp handles it all in one place.
With powerful views like Gantt charts, Boards, Calendars, and Whiteboards, plus built-in AI, automations, and integrations, ClickUp keeps everyone aligned on the project progress.
👉 Ready to replace all those extra apps? Start using ClickUp today and bring all your work together under one roof.
Everything you need to stay organized and get work done.
