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Why Should You Use ClickUp?

Why Should You Use ClickUp?

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?

No problem. 

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)

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!

friends appetizer gif 

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:

A. Simple Task Hierarchy

Navigating most project management tools feels like you’re exploring a perilous cave.

Why? 

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

clickup hierarchy gif

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

B. Multiple Assignees

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.

multiple assignees in ClickUp

C. Priorities

Want your team to do tasks in a specific order?

Based on the urgency, you can add a unique Priority Flag to each task.

clickup priorities

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

clickup box view

E. Gantt View

Like planning projects? 

You’ll love the detailed Gantt views. 

Drag and drop tasks on to the Gantt chart and adjust their duration with ease. You can even draw a line between two tasks to create Task Dependencies.

gantt dependencies

 

Why Should Agile Teams Use ClickUp? 

Almost every company is going Agile in 2020. 

It’s not just limited to software developers, though. 

Marketing teams, finance, and even construction companies are using Agile practices to build their business.

The problem is that most modern Agile project management software is complex, and you’ll need to be a tech whiz to use them…

hackerman

Unless you’re using ClickUp.

ClickUp offers simple yet powerful Agile features that can be used by both newbies and seasoned pros, such as:

A. Scrum / Kanban Board

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’). 

However, with ClickUp, you can customize your columns and arrange your tasks by Status, Assignee, Priority, Tags, and Due Dates, so you can find tasks in a flash.

Using Kanban

Add a WIP (Work In Progress) limit, so your team doesn’t flood their workload with too many tasks.

work in progress limits clickup

B. Sprints

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.

clickup sprints gif

C. Sprint points

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.

D. Agile Dashboards

Want your very own Agile project command center?

Agile Dashboards have you covered. You can monitor your project metrics all on one page.

You can set up a unique Dashboard with tons of Widgets such as Velocity Charts, Burndown Charts, Burnup Charts, Cumulative Flow Charts; you name it.

agile dashboards

 

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.

lost in translation gif

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:

A. Annotations 

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:

clickup proofing and annotations

B. Screen Recording

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.

screen recording clickup gif

C. Pulse

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.

clickup pulse gif

D. Zoom Integration

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.

Yikes!

yikes gif

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. 

Here are a few features that can help sales and marketing teams breathe easier:

A. Goals

If we’ve learned anything from making new year resolutions, it’s that setting goals is easy; tracking them is the hard part!

With ClickUp, you can break down your Goals into smaller Targets that can be used to track units like numbers, currency, task lists, etc. 

Each time you achieve a Target, ClickUp updates the Goal progress percentage in real-time. It’s that simple!

clickup goals

B. Forms

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.

clickup form view

C. Reminders 

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.

D. Automations

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! 🤖 

clickup automations

E. Docs 

Tired of playing hide and seek with your documents? 

ClickUp lets you create rich-text Docs for your marketing plans, reports, strategies, and other files. You can store them all in one place within ClickUp and even attach them to tasks. 

You can also edit and collaborate with your team members in real-time, Google Docs style.

clickup docs

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.

mind maps

 

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!

simpsons gif

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:

A. Recurring Tasks

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.

recurring tasks clickup

B. Formula Fields

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!

formula fields

C. Column Calculations

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.

column calculations

D. Accounting Templates

Worried about the time you’d have to spend customizing your Workspace for your accounting team?

Don’t be!

We’ve done it for you.

With this template, they can instantly stay on top of sales records, income, invoices, revenue, and more.

accounting in clickup

 

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 2020, is as slow and impractical as eating soup with a fork! 

fork gif

Here’s a few convenient features that can help you manage your work and clients better:

A. Folders

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!)

B. Custom Fields

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.

custom fields in clickup

C. Guests

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. 

D. Time Tracking

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. 

ClickUp offers Integrations for popular invoicing tools like Time Doctor, Everhour, and many more.

time tracking gif

 

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!

funny cat gif

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. 

home view in clickup

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.

task tray in ClickUp

D. Checklist

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.

E. Notepad

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.

clickup notepad

 

Conclusion

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!

 

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