ClickUp

What is ClickUp?

ClickUp is a cloud-based project management tool for team collaboration.

Why are we using ClickUp?

Many of DVS' projects are managed across tools that are disconnected, such as Google Sheets, Airtable, and Trello. Some of these tools require permission to be accessed, posing a challenge for teams to find and build on existing content.

ClickUp has been proposed by the Communications team to manage tasks, files, and timelines all in one place.

How is ClickUp different from other project management tools?

Unlike Asana or Monday, ClickUp offers a free forever tier for unlimited free plan members. Although this tier comes with some limitations, the basic features it includes meets the team's needs.

How ClickUp compares to our existing tools for project management

• Google Sheets
  • Pros:
    • Already exists within Google Suite
    • Team members are familiar with it
  • Cons:
    • Sometimes the files are difficult to find
    • Team members may not have access to them
    • Doesn't offer calendar or Kanban view
• Airtable
  • Pros:
    • Very similar to Google Suite so has low learning curve
    • Offers multiple views such as calendar and Kanban
  • Cons:
    • Not designed for task management
    • Doesn't have unlimited free tier users (limit up to 5 who can edit)
• Trello
  • Pros:
    • A highly visual and easy to use tool
    • Free to use for teams
  • Cons:
    • Not ideal at showing how multiple projects interact
    • Does not offer additional views such as calendar or table

Quick start guide

When you use ClickUp, it helps to learn about how the app organizes itself through their six Hierarchy levels.

We first start with Workspaces, which are like offices.

Consider them as departments in an office. They gather all the relevant resources and information in one place.

Setting up spaces

What is a list?

Different views

Saving a view

I want to create recurring tasks - not possible, instead import

How should I use ClickUp?

Desktop vs browser