ClickUp’s core focus is about removing frustrations, inefficiencies, and disconnects caused by current project management solutions. We built ClickUp to save you time by making you more productive.
We believe you shouldn’t have to perform two clicks in places where you could just perform one. You shouldn’t have to use multiple platforms and solutions when you could just use one. And we believe there isn’t a ‘one-size-fits-all’ approach when the reality is every team and project has unique needs.
ClickUp is built on solutions to these very problems.
It has several different views for your team’s tasks, each reflecting a different set of requirements aligned with different roles.
A simple to-do list more your style?
Complex project management workflow?
We’ve got you covered.
After all, why should you spend countless hours learning different project management software when ClickUp can transform into anything you want it to be?
In this article, we’ll explain how ClickUp can empower all your teams to work their way, without compromise.
In this article
(Click on the links to jump to a specific section that covers what ClickUp has in store for)
- Project managers
- Agile teams
- Remote teams
- Sales and Marketing teams
- Finance and Accounting departments
- Personal productivity
Let’s get started.
Why Should Project Managers Use ClickUp?
If the project was a buffet, then the project manager’s plate would be loaded with responsibilities.
That would include: delegating work, plotting timelines, monitoring employees, and that’s just the appetizer!
Using multiple tools to manage everything will just slow down the process, as you’ll be exhausted from switching back and forth between apps.
Luckily, ClickUp serves up a whole bunch of features that can help you manage teams, projects, and more:
Navigating most project management tools feels like you’re exploring a perilous cave.
Because it’s so easy to get lost in them.
We aren’t all Indiana Jones, you know!
That’s why ClickUp’s Task Hierarchy makes it ridiculously quick to find and organize your team’s activities.
It follows a simple yet intuitive structure:
Workspace > Space > Folder > List > Task > Subtasks > Checklists
Workspace: the highest level which represents all the members of an organization
Space: here, you divide your organizations into departments like “Marketing” or “DevOps”
Folders: store all task lists related to a project
Lists: contains individual tasks that need to be done
Tasks: contains task details, subtasks, comments, and more
Subtasks: breaks down complex tasks into smaller tasks
Checklists: shows the steps that need to be taken to complete tasks
Just in a few clicks, you can assign tasks and subtasks to anyone in your team.
The second you delegate the task, your team members get a notification in their Inbox.
Want your team to do tasks in a specific order?
Based on the urgency, you can add a unique Priority Flag to each task.
D. Box View
With the Box view, you can monitor your team members’ progress without leaving your desk (or couch, if you’re working from home.)
In just a glance, you see:
- what they’re working on
- what tasks they’ve completed
- who’s overloaded with work
E. Gantt View
Like planning projects?
You’ll love the detailed Gantt views.
Why Should Agile Teams Use ClickUp?
Almost every company is going Agile in 2021.
It’s not just limited to software developers, though.
The problem is that most modern Agile project management software is complex, and you’ll need to be a tech whiz to use them…
Unless you’re using ClickUp.
ClickUp offers simple yet powerful Agile features that can be used by both newbies and seasoned pros, such as:
With ClickUp Scrum Boards, all you have to do is to drag and drop tasks to a relevant column on the board.
Most Scrum board columns just group tasks according to the task status (‘In Progress, Done’).
Add a WIP (Work In Progress) limit, so your team doesn’t flood their workload with too many tasks.
Break down any complex Agile project into multiple sprints.
Just select the start and date for your first sprint, choose the number of sprints, and boom. ClickUp automatically creates all the sprint lists you need.
With ClickUp, you can assign points to each sprint task to estimate how long a task will take.
Sprint points indicate the complexity of a task.
For example, a task with one point means it’s super-easy, while one with three points means it’s far harder.
Want your very own Agile project command center?
Agile Dashboards have you covered. You can monitor your project metrics all on one page.
Why Should Remote Teams Use ClickUp?
Working from home and managing relationships are very similar.
Think about it.
The first few months feel like paradise, but after a few months, flaws start to creep up. Suddenly it becomes challenging to work together, and sometimes, things get lost in translation.
This doesn’t just happen to couples; it happens to remote teams too.
Here’s how ClickUp can help your team patch up their remote communication issues:
You can now give precise feedback to your design team, even when you’re miles away from their desk.
With ClickUp’s Proofing feature, you can add Comments directly on images and PDFs. Just point and click wherever you want to leave your feedback like so:
Instead of explaining how to do a certain thing, why don’t you just show them how it’s done?
ClickUp’s Clip feature lets you record your window or tab directly. This way, you can show your team a recording of what needs to be done, instead of getting on a call to go over things.
Every comment you make, every task you take, Pulse will be watching you (in a non-creepy way, of course.)
It uses machine learning to create automatic activity reports to show how much time your remote team spends on work, so you know what they’re up to.
Note: Pulse doesn’t track activity outside of ClickUp.
Due to the COVID-19 pandemic, Zoom has become more popular than the Kardashians!
With this handy integration, you can start a Zoom call directly from a ClickUp task.
This ensures that all discussions are short, sweet, and relevant to the task at hand.
Why Should Sales And Marketing Teams Use ClickUp?
Super short deadlines, tight budgets, and constantly working overtime.
Unfortunately, that’s life for most sales and marketing teams.
It’s also why ClickUp is loaded with features that can save you a lot of time and effort.
If we’ve learned anything from making new year resolutions, it’s that setting goals is easy; tracking them is the hard part!
Each time you achieve a Target, ClickUp updates the Goal progress percentage in real-time. It’s that simple!
How many hours have you wasted manually transferring leads from an Excel sheet to a project management tool?
Ten? Fifty? One Hundred?!
It’s way easier to create a dynamic form within ClickUp.
All the responses are stored directly in your Workspace, and in just a few seconds, you can assign new leads to your sales team.
When you’re working on hundreds of tasks simultaneously, something is bound to slip through the cracks, right?
Not if ClickUp’s Reminders can help it.
Not only can you create and schedule text reminders, but you can also add attachments too! And if you have a forgetful team member, you can delegate a reminder to them too.
Marketing teams got 99 problems, but managing tasks shouldn’t be one.
You can automate repetitive actions within ClickUp, with our built-in Automations.
Automatically assign team members to a task, change task status when a due date arrives, or create your own custom automation! 🤖
Tired of playing hide and seek with your documents?
You can also edit and collaborate with your team members in real-time, Google Docs style.
F. Mind Maps
Want to come up with the next big campaign?
Mind Maps supercharges the brainstorming process, and it’s a lot of fun too!
Place the campaign theme in the center of the map, and add all the related ideas that pop up in your head. By connecting similar ideas to each other, you can organize your thoughts with ease.
Why Should Finance Teams Use ClickUp?
It’s a good idea to self-isolate during the pandemic, but that doesn’t mean you should be isolated from the rest of the organization!
Unfortunately, this happens to most finance teams.
They use specialized project management tools, separate from other teams. As a result, your teams aren’t connected, and you might miss out on some good financial insights.
Fortunately, ClickUp bridges the gap between your project teams and the finance department. Here’s how:
Forget about paying your bills…because ClickUp will remind you to pay them instead!
Create a Recurring Task to be notified of weekly or monthly payments. And once you close the task, another one is created and scheduled automatically.
You don’t need spreadsheets to ‘Excel’ at work. 😉
With Formula Fields, you can make simplex and calculations on Custom Fields. You can figure out stuff like the cost of a marketing campaign, new product orders, etc.
Want even more flexibility?
Create your own advanced formulas by choosing from a list of 70+ functions!
Calculations aren’t just limited to a few cells. You can use it to find the sum, average, or range for an entire column.
This comes in handy when you want to quickly calculate total project costs, freelancer expenses, and anything else.
Worried about the time you’d have to spend customizing your Workspace for your accounting team?
We’ve done it for you.
With this template, they can instantly stay on top of sales records, income, invoices, revenue, and more.
Why Should Freelancers Use ClickUp?
We understand juggling multiple tasks, projects, and clients can be overwhelming.
If you don’t have a single platform to organize your work, your files will be scattered across email threads, Slack channels, and obscure folders in the depths of your hard drive.
And using email to collaborate with clients in 2021, is as slow and impractical as eating soup with a fork!
Here’s a few convenient features that can help you manage your work and clients better:
ClickUp lets you ‘Marie Kondo’ all your tasks and files. By creating a separate folder for each client and their projects, you can quickly add relevant task lists to each folder.
Additionally, you can attach all your relevant files to a task, so you’ll never misplace them again (this sparks joy!)
Since every project is unique, ClickUp lets you add additional task details.
Depending on the client or project, you can add a field for budgets, labels, dropdowns, and many more.
It’s time to finally say goodbye to those bottomless email threads.
Bring your client to your digital workspace as a Guest. This way, they know how their project is progressing, and they can interact with you directly in ClickUp.
When you’re a freelancer, time is money. Literally.
ClickUp’s Native Time Tracker makes it super easy to keep track of hours worked on a task, so you can send an accurate invoice to your clients.
Note: Already using a dedicated time tracker? No problem.
Why Should You Use Clickup For Personal Productivity?
Don’t get us wrong, to-do lists are great, but they aren’t enough to boost your productivity.
You’ll need a few more tools to plan your day, organize tasks, manage ideas, work on side projects, and take over the world!
Check out some features that help you make the most of your day:
A. Home View
You can’t predict the future, but you sure can see how your day is going to look like with the Home View.
You get a quick look at your tasks, agenda, reminders, comments, and more.
Planning your day has never been easier!
B. Me View
ClickUp’s Me View only shows you the Tasks, Subtasks, and Comments you’ve been assigned to, so you can block out other distractions.
This comes in handy when you’re working in a team and want to enter ‘Deep Work’ mode.
C. Task Tray
Are you a ‘Tab-aholic?’
Instead of opening several browser tabs for your tasks, you can open and minimize tasks within ClickUp.
They stay at the bottom of your screen, constantly reminding you of what you need to do during the day.
Some tasks just have to be done in a certain way.
In ClickUp, each task can have a to-do list that shows the steps you need to take to complete it. This way, you wouldn’t miss a single thing.
Got a cool idea, but don’t have time to work on it?
Jot them down on ClickUp’s Notepad, and convert them into tasks so you can work on them later.
You can also use the Notepad as a shopping or errand list, or a place to jot down any crazy thoughts you might have.
Sure, you could use multiple tools to work on a single task, and your teams could use their own separate software to handle their work…but why would you want to?
For starters, it becomes harder to organize work, transfer data, and reports between tools, and the costs of each software would add up!
This would work in the past, but now it’s time to enter the future.
A future where all your tasks, goals, projects, teams, chats all share the same space.
And with exciting new features releasing every week, we’ve got everything you need and more.
So get ClickUp for free today, because remember, it’s the one tool to rule them all!
Questions? Comments? We're here for you 24/7 at email@example.com!