How An In-House Marketing Team Uses ClickUp

We asked Lauren Eames, marketing manager of VOLT Lighting to describe how she uses ClickUp and how it helps her team stay focused and productive.

Our marketing team consists of eight members. We work very closely with each other and all of our roles are multi-faceted and intertwined. We rely heavily on other team members for the completion of many of our tasks. ClickUp makes it easy to involve other team members in tasks, communicate on those tasks, and helps us hold each other accountable.

As the marketing manager, I make it a point to have a one-on-one meetings each week with my direct reports to discuss and prioritize their to-do list and check on the status of their current projects. I use their ClickUp filter to go through each of their assigned tasks with them and we make notes on tasks as needed during our meetings.

Prior to ClickUp, our team used Trello. While I appreciated Trello’s simplicity, it failed to meet our growing team’s requirements. ClickUp is much more complex, however, this complexity allows our team to function more efficiently and smoothly. The biggest hindrances to my productivity when using Trello were the inability to filter tasks by assigned team member and lack of customized statuses. Import from Trello now!

ClickUp allows our team to accomplish goals by providing us with all the tools necessary to create tasks, prioritize those tasks, message each other within each task, and hold each other accountable more easily.

The natural tendency by many teams that use ClickUp is to filter by task statuses, such as if the task is open or in progress or closed. Lauren mentions a very helpful method to keep team members accountable--filtering by assigned team members. You can do this two ways: by choosing the filter by assignee in the top navigation bar or by team members on the left side of ClickUp. This gives you a comprehensive view of who is responsible for what and the progress they’ve made.

This pairs well with the reporting feature in ClickUp that will show the number of tasks assigned to a team member, how many comments they’ve left and even how many notifications they’ve cleared. With reporting in ClickUp combined with assignee filters, you’ll get a clear picture of how and what your team is working on.

You can also see time spent by team member in reports as well. This helps you to know how long a task or project is taking a team member and if their progress needs to be reviewed.

One great way that VOLT Lighting manages many of their vendor relationships is by creating a space just for vendor information. Lauren and the VOLT marketing team set up a list for each vendor they use, then included the vendor contact info within the tasks. They then have a record of their vendor interactions along with the important details if they need to be in touch with their vendor. They use this to manage their vendor relationships for PR, digital advertising, printing and more.