One of many distinctive issues about our digital transformation agency is that we’re vendor agnostic relating to the instruments and implementations we’re doing for purchasers. One space the place this turns out to be useful is undertaking administration. If the consumer makes use of a particular platform, we’ll both join as customers or they’ll present us entry and we’ll work to make sure the undertaking is absolutely documented and all property loaded into the occasion that they’ve possession over. We’ve used distributors that had their very own licenses and making an attempt to get all of the documentation, undertaking plans, points, and property turned over on the finish of an engagement is sort of the headache.
As we work throughout undertaking administration instruments, some undoubtedly stand out for his or her deal with marketing-related tasks. Advertising-related tasks are somebody distinctive in that they typically rely closely on collaboration between inside and exterior assets, they’re typically repetitious, and the outcomes aren’t the completion of the advertising initiative however the ensuing influence on the enterprise.
The result’s that we work throughout a number of instruments… between undertaking administration, process assignments, documentation, whiteboarding, asset administration, and so on. It may be irritating for each our purchasers and ourselves as we monitor our progress, handle our inside and exterior groups, and retailer our purchasers’ digital property as we work. Enter ClickUp…
ClickUp – Handle Campaigns, Purchasers, Duties, and Property
Clickup presents all of the collaboration, documentation, reporting, storage, and undertaking administration instruments in a single platform. ClickUp comes with a whole bunch of options that may be custom-made for any work want—with extra added each week at no further price.
ClickUp Options Embody
- Overview – ClickUp’s All the pieces view makes it simple to seek out something you’re in search of, irrespective of the place it lives within the hierarchy. It’s the birds-eye view for all duties throughout each stage of your group that may be filtered, sorted, and saved for any want.
- Areas – Arrange groups and departments into Areas, group large tasks or initiatives into folders, and escape duties into lists for a transparent visible hierarchy of all of your work.
- Duties – Select from 35+ ClickApps to customise your process administration for any work want. Save time with process automation, assign dash factors, add customized discipline information, and extra.
- Dependencies – hyperlink duties, paperwork, integrations, and extra could be associated to 1 one other.
- Nesting – Simplify complicated tasks by breaking them down into ranges of subtasks. Create checklists inside duties to trace something from multi-step workflows to easy to-do lists.
- Views – Sort out work from any angle with over 15 highly effective views, together with tab views, standing boards, calendar views, timelines, Gantt charts, chat boards, doc repository, exercise view, thoughts maps, workload views, desk views, map views, and even a whiteboard.
- Templates – save time by leveraging a whole bunch of templates for crew use instances, views, duties, checklists, paperwork, and extra.
- Integrations – over 1,000 instruments are built-in with ClickUp to sync calendars, cloud storage, messaging, and so on. right into a single place. The platform additionally presents a sturdy API.
- Collaboration – real-time whiteboards, paperwork, feedback, and proofs with built-in electronic mail notifications and chat make collaboration a breeze.
- Reporting – set targets, observe milestones, and handle assets extra successfully with highly effective dashboards that may embody kanban boards, crew members, duties, sprints, time monitoring, statuses, paperwork, embeds, and extra.
- Time Administration – time monitoring from any system, automated time monitoring (or handbook), time estimates, and automatic reporting – together with billable time reviews.
- Customization – customized fields, customized statuses, customized assignees, hotkeys, shortcuts, filters, and searches are all customizable.
- Pulse – view computerized exercise reviews powered by machine studying (ML) to simply see the place your time is being spent.
Disclosure: Martech Zone is an affiliate of ClickUp and has used affiliate hyperlinks on this article.
