ClickUp Review + Tour: Is it still the best project management software?

[@TaraWagner]

Do you use ClickUp as your project management software? What are your favorite parts? P.S. Be sure to jump on my free training, “How to Use a Holistic Approach to Create a Profitable Business Without Burning Yourself Out”. Learn more and reserve a seat here: xotara.us/training

[@anasimplesolutions]

I am a fan! I started off using Asana but recently moved my own business to Clickup and have started selling Clickup setups for clients as well. I love that you can view the projects in different ways and see the data in different ways. I'm going to challenge you on the Template part. I love them and they make project setups simplified if you the business has several custom fields you need to implement AND you can report on them in the Dashboard. So I guess the simple answer is... I'm a bit of a clickup nerd.

[@TaraWagner]

Nice! I’ll know who to refer people too if they need ClickUp support now!

[@anasimplesolutions]

@@TaraWagner ❤️❤️

[@NewWorldDAO]

@@anasimplesolutions how do I contact you?

[@jonathanduran3442]

To be completely honest my absolute favorites part of click up is the fact that it can be simple, but it can also be very structured. The flexibility to use it as a simple life planner when I need it, and a strong project manager when I need that makes it my favorite app for many things.

[@daniachebib9351]

Thank you for inviting play with Clickup and validating not to jump in too deep right away. I was feeling a bit overwhelmed transitioning from Asana, and your video now has me feeling more ease and patience :-)

[@TaraWagner]

Glad it’s helpful!

[@dalipmurjani]

great sharing Tara 👏

[@TheElizabethAlarcon]

Thank you for explaining ClickUp to the rest of us. I've had it for a few months and just getting the hang of it all. I moved from Trello and haven't looked back.

[@TaraWagner]

It’s so good right? Do you use the board view like Trello’s or have you adopted a new fav?

[@TheElizabethAlarcon]

@@TaraWagner I use it in board view, but that's only until the training wheels come off. 🤣 Just learning about the dashboards today was a game-changer. No more looking for links/bookmarks to important items. It's a whole new world! 💃🏻✨

[@TheilTube]

Same here ... I used to use (And like) Trello a lot. Love the completeness of ClickUp and the fact I can still see my work in boards which I did like in Trello and still like as a visual "Work Dashboard". (I am not sure why other views like Lists would necessarily be better (Yet)) ClickUp IS, however, quite overwhelming because there are SO many ways to do (Same) things... Still, as you mentioned, using training wheels myself 😃.

[@TaraWagner]

And it keeps getting better! Have fun!

[@TheElizabethAlarcon]

I'm happy to announce that the training wheels have come off!! 😂🏆

[@jerryandjamie2up]

Thank you for sharing. I am testing out the FREE option. Thanks again for the content. Good stuff.

[@TaraWagner]

Oh, I bet you will love it! Will you keep me posted on how it goes?

[@katwoods8514]

I love your energy! Makes me feel inspired to work on my nonprofit.

[@TaraWagner]

Aww I'm glad to hear that! I hope I can keep inspiring you!

[@adriennemccue-SUFMH]

I love ClickUp, it's the best for nonprofits too. We use it in pro. 🙌🏽

[@TaraWagner]

Nice! That's great to hear. CU it's my fav too!! :)

[@LeBlancRaymond]

That was just what i needed to give it a try. Thanks!

[@TaraWagner]

Have fun! Feel free to use my affiliate link 😂😂😂

[@KeyJayHD]

Super helpful video. Watched both the 2020 version and this one. Sampling as much as I can with free before diving into the $5 plan. I'm coming from OpenProject and Taiga and so far Clickup seems better than Monday, Assana, Notion, and Hive. Fingers crossed and hopefully I wont hit the 100 usage limits so easy while sampling. Cheers and thanks for all the help! I'll be referring a couple of my friends to your videos :).

[@TaraWagner]

Glad it was helpful!

[@carissasimmons1658]

I love this. This is the only video I found helpful, & entertaining. Thanks so much

[@TaraWagner]

Glad to hear that!

[@johng3222]

Thumbs up for all the catchy rhymes "crush your goals not your soul"

[@TaraWagner]

Oh yeah! :)

[@rajsamuel5586]

Really well done, nicely explained. thank you.

[@TaraWagner]

Glad to hear that!

[@joyandgroove]

Tara, this was a very helpful video. Thanks,

[@TaraWagner]

Glad to hear it!

[@weekendwargamers]

Thank you Tara, that was helpful. I have just returned to click up after about a year and I was wondering if I should stick with Click Up this time. I think now I'm ready to go all in here. Thank you for your video.

[@TaraWagner]

What were you using in between?

[@weekendwargamers]

@@TaraWagner I was using Notion for a while. But as the data volume grew I lost track of the projects, the CRM, the activities, meeting notes and goals.

[@TaraWagner]

Good insight! Thanks for sharing!

[@TheNEWNetworkTV]

Great job! I learned so much. Thank you!

[@TaraWagner]

Nice! I'm so glad you enjoyed it. Ready to use ClickUp now?

[@TheNEWNetworkTV]

@@TaraWagner Yes, I signed up.

[@pinpointmarketing4183]

Great review. Love the app share screen at the end. Has the filter improved with the app you mentioned at the end - now end of November 2021. Thanks. Bravo.

[@TaraWagner]

Somewhat but it still needs some work for sure. There are still plenty of things you can’t do in the mobile app. I actually have come to appreciate it though. It ensures I’m not getting wrapped up in work when I’m not at my best/shouldn’t be working. I only use it to make notes, start new tasks, or leave comments for others that might come to me randomly when I’m not working.

[@chilledmoulestr7075]

thanks, cool video

[@TaraWagner]

Glad you liked it!

[@lavendelleorganichomeclean8913]

Such great content, thank you!

[@TaraWagner]

You're most welcome! Are you planning to use ClickUp this year?

[@lavendelleorganichomeclean8913]

@@TaraWagner yes I am! I’m new to business and am exploring different tools to help me be efficient and effective.

[@TheilTube]

👊🏽 Nice one again 👍🏽❕

[@ferdous_khalifa]

Thank you so much!

[@TaraWagner]

You're welcome!!

[@Rezz_RR]

Thanks Dear 💕

[@stephenj2062]

great review

[@TaraWagner]

Thanks!

[@TomWarrenPhotography]

Hi, thanks for the video. You seem to know a lot about the program and I am just learning about it. Can you please clarify whether or not I can use Clickup for my photo business? For example, I want something to handle email automation to clients. So, if a new client is added, they automatically get sent a welcome email. I'd like to have proposal and contract templates that can be edited and sent to them. Once payment is received and noted in Clickup, they get sent a confirmation email. Can any of this be done in Clickup?

[@TaraWagner]

It sounds like you’re talking about a CRM versus a project management system. For something like what you’re saying, I’d probably look into things like Dubsado, Honeybook, etc. ClickUp will help you manage the back end/admin/management of your biz, but less so around client facing stuff.

[@TomWarrenPhotography]

​@@TaraWagner understood. thanks

[@dons1643]

can I add all my work clients for an accounting firm? then have projects for them>?

[@TaraWagner]

I know a lot of people who use it that one! I don’t think it’s as robust as something like Honeybook if you want invoices and such, but helpful for non-client facing organization for sure.

[@ahmedmetiaz9673]

I think click up is a great tool to use but I hate that there app doesn't support offline work

[@TaraWagner]

I've heard others talking about this too - I think I read where it's in the works. Have you seen their roadmap of updates?

[@HollyFerris-s7b]

👊

[@alexandretoledo1708]

Hi Tara! Have just landed here! May I think of spaces as being equivalent to the boards on Trello? Thanks for the video! Cheers from Rio de Janeiro! Subd!

[@anasimplesolutions]

Hi Alexandre, Clickup Consultant and fan (and client) of Tara's tool ;-) Clickup Spaces are like the separate areas of your business, however there are multiple views of the data, which includes Kanban boards (which is how Trello organizes the tasks with their layout.)

[@alexandretoledo1708]

@@anasimplesolutions Hi, great! I do thank you for the assistance!

[@TaraWagner]

Yes! Very similar to that. :)

[@alexandretoledo1708]

@@TaraWagner thanks!

[@brianchristensen9319]

This is a reasonably good walkthrough video but it doesn't provide any information as to why this is better than other solutions, not to mention the "best". Funny you don't use gantt chart. A prioritized list shows who's doing what and when, but it can't show you how all those tasks and dependencies will be staggered over time. That can be absolutely essential to estimating the time needed. How else can you clearly see how tasks stack on a calendar based on time and dependencies? I mean you can try to use a calendar view but it's going to get messy. These are the types of details that make it clear what product is better than another. For example. Asana shows all of that in their timeline (gantt) view and it's all easily adjustible from there. Jira however requires all issues to fill the entire sprint duration it belongs to. For epic's you can grab a handle and drag it out to represent a specified range of time but with any other issue (tasks, subtasks, stories, etc) you cannot. Hence Asana Timeline easily beats Jira's. From this video I have to assume you think clickup is best because you are familiar with it and it's working for you. From what I can tell everything you showed here is easily just as doable in multiple other tools. Should probably be titled "ClickUp: My regular use features"

[@johnnyainsworth4892]

👊🏽

[@juliawodka5238]

I don't find this software trustworthy. For two weeks I’ve been asking for my email to be removed from the mailing list with no result.

[@TaraWagner]

Weird! Although as a small business owner I’ve had weird email glitches that didn’t remove a subscribers email too. Sadly it does happen. Tech isn’t perfect!

[@NomadCulture]

It’s not, use notion

[@TaraWagner]

Thank you for sharing your thoughts!

[@natalieclopton4701]

This was so, so helpful! thank you!

[@TaraWagner]

My pleasure!

[@georgeiscreative]

👊

[@TaraWagner]

👊🏻