{"id":18255,"date":"2021-05-10T10:57:53","date_gmt":"2021-05-10T17:57:53","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=18255"},"modified":"2025-08-08T04:56:31","modified_gmt":"2025-08-08T11:56:31","slug":"dataautomation-clickup","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/dataautomation-clickup\/","title":{"rendered":"How DataAutomation Brings Its Teams &#038; Tools Into One Place With ClickUp"},"content":{"rendered":"<p>As your company and customers both grow in size, how do you maintain tight collaboration across each team and different tools? That\u2019s exactly the challenge that <a href=\"https:\/\/dataautomation.com\/\">DataAutomation<\/a> faced in 2020 before creating an all-in-one work solution to scale productivity with ClickUp!<\/p>\n<div id=\"ub_table-of-contents-49cf31cd-75a1-4d5b-8bb9-cda1b6ecfe2f\" class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/dataautomation-clickup\/#0-dataautomations-story\">DataAutomation\u2019s story<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/dataautomation-clickup\/#3-bringing-everything-into-one-place-\">Bringing everything into one place<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/dataautomation-clickup\/#6-building-a-system-to-organize-tasks-and-backlogs-\">Building a system to organize tasks and backlogs<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/dataautomation-clickup\/#9-automating-workflows-with-templates-and-automations-\">Automating workflows with templates and Automations<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/dataautomation-clickup\/#13-outcomes-amp-next-steps\">Outcomes &amp; next steps<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<h2 id=\"0-dataautomations-story\" class=\"wp-block-heading\">DataAutomation\u2019s story<\/h2>\n<p>Founded in 2016, DataAutomation is a <a href=\"https:\/\/clickup.com\/blog\/saas-tools\/\">SaaS platform<\/a> that integrates software and automates processes to help companies optimize output, <a href=\"https:\/\/clickup.com\/blog\/how-to-save-time\/\">save time<\/a>, and eliminate human error.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/dataautomation.com\/\"><img decoding=\"async\" src=\"https:\/\/t333.s.clickup-attachments.com\/t333\/71cf2ccf-c98d-4d66-9b82-aafbefd14ba1\/image.png\" alt=\"dataautomation website\" \/><\/a><\/figure>\n<\/div>\n<p>Today, DataAutomation is used by over 186 companies worldwide and has become a leader in providing bulk automation and app integration solutions. Its mission is to customize and connect software so customers can focus on growing their business more efficiently.<\/p>\n<h3 id=\"1-the-challenge-\" class=\"wp-block-heading\"><strong>The challenge<\/strong><\/h3>\n<p>DataAutomation\u2019s solutions require careful coordination between its Implementation, Sales, and Marketing teams.<\/p>\n<p>To support the needs of their customers and that of their growing teams, DataAutomation needed a single, shared work platform that improved cross-functional collaboration, work processes, and organizational visibility.<\/p>\n<h3 id=\"2-the-solution-\" class=\"wp-block-heading\"><strong>The solution<\/strong><\/h3>\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\">\n<blockquote class=\"cu-author-quote__quote\"><p><em>We believe that replacing traditional workflows with clear, automated processes is the key to business efficiency. Our customers rely on sophisticated solutions that call for careful collaboration between all of our teams at DataAutomation. With ClickUp, we can finally work together in one place with a shared set of tools, which improves internal processes and drives our business forward. Not only does this solution unite our teams, but we also found a reliable partner that shares our ethos of empowering to work more efficiently!<\/em><\/p><\/blockquote>\n<figure class=\"cu-author-quote__author-group\"><img loading=\"lazy\" decoding=\"async\" id=\"18402\" class=\"cu-author-quote__image\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/headshot_SA.jpeg\" sizes=\"auto, 50px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/headshot_SA.jpeg 363w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/headshot_SA-300x300.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/headshot_SA-150x150.jpeg 150w\" alt=\"renee jackson dataautomation\" width=\"363\" height=\"363\" \/><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Renee Jackson<\/cite>,\u00a0<span class=\"cu-author-quote__author-position\">Project Manager at Data Automation<\/span><\/figcaption><\/figure>\n<\/div>\n<h2 id=\"3-bringing-everything-into-one-place-\" class=\"wp-block-heading\"><strong>Bringing everything into one place<\/strong><\/h2>\n<p>Renee joined DataAutomation in 2020 and immediately took on a <em>monumental<\/em> task: audit the Implementation team\u2019s tools and processes for inefficiencies \u2014<strong> and then create a system to improve them.\u00a0<\/strong><\/p>\n<p>Renee\u2019s vision for the future of work at DataAutomation, what she calls the <em>Umbrella Philosophy<\/em>, is that each team and their work should be brought into one place where everyone can coordinate together, regardless of their role or tech stack.<\/p>\n<p>\u201cInformation silos are a major impediment to cross-functional work, especially in a remote environment where you can\u2019t casually learn about another department\u2019s initiatives while waiting for your coffee to brew,\u201d says Renee.<\/p>\n<p>\u201cAny time you can open up your tooling in an effort to increase visibility and accessibility of information, you\u2019re saving time and mitigating opportunity costs.\u201d<\/p>\n<h3 id=\"4-consolidating-tools-\" class=\"wp-block-heading\"><strong>Consolidating tools<\/strong><\/h3>\n<p><strong>While DataAutomation\u2019s tools had sufficed in earlier years, they became more of a burden as disconnected workflows led to lost productivity and more stress as each team grew<\/strong>.<\/p>\n<p>At the time, Data Automation\u2019s teams relied on multiple platforms to support team functions:<\/p>\n<ul>\n<li>Trello for project management<\/li>\n<li>Tettra for process (SOP) documentation<\/li>\n<li>Streak for sales CRM<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/google-docs-alternatives\/\">Google Docs<\/a> for knowledge bases<\/li>\n<li>Google Forms for project investigations and bug forms<\/li>\n<li>Google Sheets for databases<\/li>\n<li>\u2026and more<\/li>\n<\/ul>\n<p>After a period of research and project platform comparisons, Renee, in collaboration with others, decided that ClickUp was the only tool that met each criterion while offering a user-friendly and customizable UI flexible for everyone\u2019s needs, from engineers to salespeople.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-15287\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/09\/list-view-3.0-1400x923.png\" sizes=\"auto, (max-width: 615px) 100vw, 615px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/09\/list-view-3.0-1400x923.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/09\/list-view-3.0-300x198.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/09\/list-view-3.0-768x506.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/09\/list-view-3.0-1536x1013.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/09\/list-view-3.0.png 1840w\" alt=\"list view 3.0\" width=\"615\" height=\"405\" \/><\/figure>\n<\/div>\n<p>With ClickUp, each of DataAutomation\u2019s core teams is no longer separated by disparate tools. Every backlog, workflow, and project initiative now live under a single Workspace.<\/p>\n<h3 id=\"5-creating-an-infrastructure-to-support-all-teams-\" class=\"wp-block-heading\"><strong>Creating an infrastructure to support all teams<\/strong><\/h3>\n<p><strong>The first step to creating an efficient work organization is infrastructure.\u00a0<\/strong>While teams need to work together, they also need separate spaces to organize their work.<\/p>\n<p>DataAutomation accomplishes this by organizing its entire company using <a href=\"https:\/\/clickup.com\/hierarchy-guide\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp\u2019s Hierarchy<\/a> that spans Spaces, Folders, Lists, and tasks.<\/p>\n<p>Project managers and team leads can finally see how all of their work connects together to contribute to company-wide goals.<\/p>\n<p><strong>This single, shared infrastructure contributes to several important wins for DataAutomation:<\/strong><\/p>\n<ul>\n<li>The entire organization is now clearly structured across Spaces, Folders, and Lists<\/li>\n<li>Project managers now have a birds-eye view at the company level, functions at the team level, and specific <a href=\"https:\/\/clickup.com\/blog\/project-management-vs-task-management-difference\/\">projects and tasks<\/a> at the individual level<\/li>\n<li>Teams can now see pain points and bottlenecks; time spent on bugs, updates, and administrative work, double work, communication lag, etc. with the help of widgets and dashboards<\/li>\n<li>Employees enjoy a new sense of calm knowing that work items no longer get lost and there\u2019s no need to spend extra hours each day organizing or searching for work items<\/li>\n<\/ul>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-18581\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/ClickUp_Hierarchy_v3c-1-1400x788.gif\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/ClickUp_Hierarchy_v3c-1-1400x788.gif 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/ClickUp_Hierarchy_v3c-1-300x169.gif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/ClickUp_Hierarchy_v3c-1-768x432.gif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/ClickUp_Hierarchy_v3c-1-1536x864.gif 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/ClickUp_Hierarchy_v3c-1-700x394.gif 700w\" alt=\"clickup hierarchy\" width=\"799\" height=\"449\" \/><\/figure>\n<\/div>\n<h2 id=\"6-building-a-system-to-organize-tasks-and-backlogs-\" class=\"wp-block-heading\"><strong>Building a system to organize tasks and backlogs<\/strong><\/h2>\n<p><strong>Before ClickUp, DataAutomation\u2019s Marketing and Implementation teams relied on Trello as the foundation to house all tasks (tickets), backlogs, and <\/strong><a href=\"https:\/\/clickup.com\/blog\/cross-functional-teams\/\">cross-functional collaboration between teams.<\/a><\/p>\n<p>While Trello boards were ideal at one point, Renee and Addison Clearwood, her fellow Project Manager at DataAutomation,<strong> recognized that the needs of each team had long outgrown the tool\u2019s capabilities:<\/strong><\/p>\n<ul>\n<li>Tasks were prone to get stuck or lost in review processes without a clear way to follow-up<\/li>\n<li>Backlog prioritization was difficult due to multiple conflicting statuses used by different teams<\/li>\n<li>Statuses for Marketing &amp; Implementation didn\u2019t align with their <a href=\"https:\/\/clickup.com\/blog\/crm-implementation\/\">CRM<\/a>, requiring additional work to map out statuses across different tools<\/li>\n<li>Lack of subtasks meant no easy way to break down and share larger projects across team members, leading to inefficiencies and information silos.<\/li>\n<\/ul>\n<p>With ClickUp, DataAutomation\u2019s teams finally have an all-in-one project management system that makes collaborating on projects (both big and small) seamless across each team.<\/p>\n<p>While Kanban boards are great for visualizing workflows, there are other views that make it easier to organize backlogs of work tasks and customer tickets.<\/p>\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\">\n<blockquote class=\"cu-author-quote__quote\"><p><em>\u201cPreviously, we were organizing our backlog in multiple systems; first, at a high level, in spreadsheets that were tracking level of effort vs level of impact scores, and then from there moving them into Trello to be broken down into more detailed actionables. ClickUp\u2019s custom fields allowed us to move the backlog into one singular location.\u201d<\/em><\/p><\/blockquote>\n<figure class=\"cu-author-quote__author-group\"><img loading=\"lazy\" decoding=\"async\" id=\"18403\" class=\"cu-author-quote__image\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/Addison_Clearwood.jpg\" sizes=\"auto, 50px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/Addison_Clearwood.jpg 1920w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/Addison_Clearwood-1400x933.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/Addison_Clearwood-300x200.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/05\/Addison_Clearwood-150x150.jpg 150w\" alt=\"Addison_Clearwood dataautomation team\" width=\"1920\" height=\"1920\" \/><figcaption class=\"cu-author-quote__author-info\"><span class=\"cu-author-quote__author-position\">Addison Clearwood, Project Manager at DataAutomation<\/span><\/figcaption><\/figure>\n<\/div>\n<p>DataAutomation\u2019s teams can now visualize and organize backlogs with <a href=\"https:\/\/clickup.com\/features\/views\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp\u2019s List, Table, and Calendar views.<\/a><\/p>\n<p>Each view is highly customizable and can display relevant information (such as <a href=\"https:\/\/clickup.com\/features\/custom-fields\" target=\"_blank\" rel=\"noreferrer noopener\">Custom Fields<\/a>) on a single screen, making it easier to understand and prioritize any type of backlog at a glance.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/3v4xbaw8nuzx7tPXL8JiXnFzTWoYl0OCtZBnmRsh8Fq8mpm75B9NuBvOV-Q7U7jOvf-IG3vlAt_zG99rvzI-JDzf_PrvMo7Lj_FyOEUimHzyI9pe_LsWmCLQKWRAR6jvS3OMwH4p\" alt=\"\" \/><figcaption><em>DataAutomation\u2019s backlogs and workflows are now visually organized in List and Table views, with clear indicators for Assignees, Custom Fields, and subtasks<\/em><\/figcaption><\/figure>\n<h3 id=\"7-creating-ownership-and-transparency-\" class=\"wp-block-heading\"><strong>Creating ownership and transparency<\/strong><\/h3>\n<p>With <a href=\"https:\/\/clickup.com\/features\/multiple-assignees\" target=\"_blank\" rel=\"noreferrer noopener\">Multiple Assignees<\/a>, each person at DataAutomation can immediately recognize who is responsible for which task. And that task can be shared with any number of people using Watchers, which allow anyone to receive notifications on tasks.<\/p>\n<p>Granular permissions and viewing allow each team to organize work into separate folders while still granting everyone visibility in multiple places, helping create transparency across every team\u2019s projects.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/2rCGaJzQqpbhxtftRhes0GFWK2iW98c9L5_kikqVp_pkUjeGxJ5JidnbdMCk-pv59GKkCaXDzAEzfVWYkUOBJcvohxLumTpz87ppXVXoz9eQnJR1SRk6MMLecbN08vkhKIw0TBHl\" alt=\"\" \/><figcaption><em>DataAutomation uses many Custom Fields, such as Star Ratings for assigned tasks completed by interns.<\/em><\/figcaption><\/figure>\n<h3 id=\"8-keeping-team-communication-fluid-\" class=\"wp-block-heading\"><strong>Keeping team communication fluid<\/strong><\/h3>\n<p>What\u2019s more, each project now has clear communication and progress updates with <a href=\"https:\/\/docs.clickup.com\/en\/articles\/3497985-what-comments-can-do\" target=\"_blank\" rel=\"noreferrer noopener\">Comments and Assigned Comments. <\/a><\/p>\n<p>Anyone can update their progress by adding Comments (or assigning them so they don\u2019t get lost) to keep tasks and work conversations moving forward. And when tasks do move forward, everyone stays in sync with the same statused within each Space level, giving everyone a consistent overview without confusion from too many statuses.<\/p>\n<p>\u201cThe umbrella philosophy allows each individual to see the workflow at the distance relevant to them: administrators can see only what\u2019s in flight across all divisions, while developers can drill down to the specific tasks associated with their domain and customer support can drill down even further to only bug reports,\u201d explains Renee<strong>.\u00a0\u00a0<\/strong><\/p>\n<p>\u201cRight-sizing information makes it easier to identify patterns and identify bottlenecks or when particular teams are overloaded.\u201d<\/p>\n<h2 id=\"9-automating-workflows-with-templates-and-automations-\" class=\"wp-block-heading\"><strong>Automating workflows with templates and Automations<\/strong><\/h2>\n<p>DataAutomation knows firsthand the power of <a href=\"https:\/\/clickup.com\/blog\/project-management-automation\/\">automated processes<\/a>; it\u2019s a solution they provide clients and is also at the heart of their organization. As a small but highly efficient team that works across many different workflows, templated processes are a must to reduce manual work and save time.<\/p>\n<h3 id=\"10-leveraging-work-templates-for-views-lists-tasks-and-docs-\" class=\"wp-block-heading\"><strong>Leveraging work templates for views, Lists, tasks, and Docs<\/strong><\/h3>\n<p>DataAutomation now has <a href=\"https:\/\/docs.clickup.com\/en\/articles\/1178567-templates\" target=\"_blank\" rel=\"noreferrer noopener\">templates for views, lists, tasks, and documents<\/a>; a huge time saver that reduces inconsistencies and errors across every layer of their Workspace.<\/p>\n<p>\u201cTemplates for repetitive task types, such as CRM tasks, have been invaluable to quickly spin up and organize relevant data. The act of templating itself can help identify what is truly essential information and what is muddying the waters,\u201d says Renee.<\/p>\n<p>With ClickUp\u2019s task templates, Renee and her teams have templates for repetitive or similar work projects that they can create in seconds. Everything from assignees and descriptions to subtasks and dependencies can be templated, reducing the work required to log a new project.<\/p>\n<p>Whenever an idea or client needs pops up, anyone can create a trackable task within seconds.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/4do3kdJ7ESV6_4a7qJJPiIkAvJ-B1SVqZF6o3oV2LB9sHJ0-MSWNNqf2dyY0XTwJ75bmDI6T8zSSc1FotRCBm-ViayjXHEmQazgVVB35NAuQMSMOKt2ch9Mzm15TeFor74Wm2g1E\" alt=\"\" \/><figcaption><em>DataAutomation applies task templates to save time from creating new tasks for similar projects.<\/em><\/figcaption><\/figure>\n<p>Each team can now understand who works on what, who\u2019s in charge of reviewing, and what needs to take place before a task is marked as complete.<\/p>\n<p>What\u2019s more, Renee\u2019s team can now use templates for <a href=\"https:\/\/clickup.com\/features\/docs\" target=\"_blank\" rel=\"noreferrer noopener\">Docs<\/a> as well, making it easier to create internal knowledge bases and SOP documents.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/JQAESVYy304vihiud3cbsMMILq4oajLxipI_Z3FNN8Um2dM9efyh-vGXMMnDifGJXl7wdyxQD4exmIjncQv4f_nwDe1C00P9pFs1NuMz-C-cMuJagUIgz2pAyGRmwsishssG5xVG\" alt=\"\" \/><figcaption><em>DataAutomation also uses Doc templates to quickly create pre-formatted documents for different projects.<\/em><\/figcaption><\/figure>\n<h3 id=\"11-saving-time-to-focus-on-what-matters-with-automations\" class=\"wp-block-heading\">Saving time to focus on what matters with Automations<\/h3>\n<p>As their name would suggest, DataAutomation takes full advantage of <a href=\"https:\/\/clickup.com\/features\/automations\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp\u2019s Automations<\/a> to free up as much time as possible for each employee.<\/p>\n<p>Now, changing a status, assignee, or due date can be performed automatically based on any number of triggers in ClickUp.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/cglfV86OJKWO475mzt1a1oV1cNzAiJgB_9GL0LfKdiDryTDfZLoI0DA4gx-d3j0cSAIntR5Zj1zctJbnZ51L4AR77xvZK4JFy7fZigD2E3654B2TSpybnkp5ZJ5JsLzJDXO-gQcX\" alt=\"\" \/><figcaption><em>Automations such as this one make sure user reported tasks are assigned to customer support upon resolution for client verification.<\/em><\/figcaption><\/figure>\n<h3 id=\"12-keeping-track-with-dashboards-and-time-tracking-\" class=\"wp-block-heading\"><strong>Keeping track with Dashboards and Time Tracking<\/strong><\/h3>\n<p>Tracking work progress and team performance is essential to DataAutomation\u2019s success as a company.<\/p>\n<p>Before ClickUp, it was difficult to keep track of work because it was disconnected across a myriad of different project tools.\u00a0Now that each team\u2019s work is mostly located within ClickUp, <a href=\"https:\/\/clickup.com\/features\/dashboards\" target=\"_blank\" rel=\"noreferrer noopener\">Dashboards<\/a> can be created to track the progress of almost anything.<\/p>\n<p>Each team has its own Dashboard where they can review the length of time that tickets are open, bugs in status, workflow bottlenecks, and more \u2014 all in one place.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/kZ-Yd4Swv9vOs7WnZjlCzdmjp2p2JpUFOh5cMCX2HKB--Y0boj5DzUqDauG5FPRmiCbfwTno_0UA90_9TVfumlayzkbNKA2zH1D823q3s_M98Q9uwgoHfr0DhrKMstyMWs6yJpch\" alt=\"\" \/><figcaption><em>Dashboards help DataAutomation\u2019s team understand progress at a glance.<\/em><\/figcaption><\/figure>\n<p>Managing time resources is another important function for Renee and each team.<\/p>\n<p>With <a href=\"https:\/\/clickup.com\/features\/project-time-tracking\" target=\"_blank\" rel=\"noreferrer noopener\">Time Tracking<\/a>, each employee (and contractor) can automatically track the time it takes to complete any task \u2014 from anywhere with ClickUp\u2019s global time tracking. <a href=\"https:\/\/clickup.com\/features\/time-estimates\" target=\"_blank\" rel=\"noreferrer noopener\">Time Estimates<\/a> are also used to set benchmarks for new work to help set expectations and create clear benchmarks for similar work that was time tracked.<\/p>\n<p>With Dashboards and Time Tracking both implemented into daily workflows, DataAutomation now has full visibility into work progress across each time and the ability to <a href=\"https:\/\/clickup.com\/blog\/team-management\/\">manage team<\/a> resources better than before.<\/p>\n<h2 id=\"13-outcomes-amp-next-steps\" class=\"wp-block-heading\">Outcomes &amp; next steps<\/h2>\n<p>By adopting ClickUp across their Marketing, Implementation, and Sales teams, DataAutomation has transitioned from relying on disconnected tools across different departments to a single platform where teams can work together in one place.<\/p>\n<p><strong>Since beginning a phased adoption of ClickUp across each team in late 2020, DataAutomation\u2019s teams have enjoyed:<\/strong><\/p>\n<ul>\n<li>Faster response times and improved team communication<\/li>\n<li>Greater visibility into cross-functional projects and how they relate to company-wide goals<\/li>\n<li>Ability to quickly identify bottlenecks in workflows and optimize them<\/li>\n<li>Less stress and a shared sense of calm<\/li>\n<\/ul>\n<h3 id=\"14-what%E2%80%99s-next-for-dataautomation-\" class=\"wp-block-heading\"><strong>What\u2019s next for DataAutomation<\/strong><\/h3>\n<p>Over the course of a few short months, Renee and her team have helped transition DataAutomation from multiple, disconnected platforms to a single, shared work platform that has already produced big wins in team collaboration, productivity, and quality of work life.<\/p>\n<p>\u201cWe\u2019ve now brought all teams into the ClickUp Workspace, Sales included. We created a CRM within ClickUp that brings all the work from all the different spaces together. It\u2019s in it\u2019s first iteration for now, but we\u2019re adding automations and refinements at a fair rate,\u201d explains Renee.<\/p>\n<p>\u201cWith ClickUp, we\u2019ve seen improvements in visibility and response times. We have a clear downward trend in \u2018time in status\u2019 trackers which is a clear signifier that tasks are less prone to being stranded.\u201d<\/p>\n<p><strong>Want to learn more?<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/dataautomation.com\/\">Explore DataAutomation\u2019s services<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/clients\">See more ClickUp case studies<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>As your company and customers both grow in size, how do you maintain tight collaboration across each team and different tools? That\u2019s exactly the challenge that DataAutomation faced in 2020 before creating an all-in-one work solution to scale productivity with ClickUp! 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