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 shoppers. One space the place this turns out to be useful is venture administration. If the consumer makes use of a selected platform, we’ll both enroll as customers or they’ll present us entry and we’ll work to make sure the venture 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, venture plans, points, and property turned over on the finish of an engagement is sort of the headache.
As we work throughout venture administration instruments, some positively stand out for his or her concentrate on marketing-related initiatives. Advertising-related initiatives are somebody distinctive in that they typically rely closely on collaboration between inside and exterior sources, they’re typically repetitious, and the outcomes aren’t the completion of the advertising and marketing initiative however the ensuing affect on the enterprise.
The result’s that we work throughout a number of instruments… between venture administration, activity assignments, documentation, whiteboarding, asset administration, and so on. It may be irritating for each our shoppers and ourselves as we monitor our progress, handle our inside and exterior groups, and retailer our shoppers’ digital property as we work. Enter ClickUp…
ClickUp – Handle Campaigns, Shoppers, Duties, and Property
Clickup gives all of the collaboration, documentation, reporting, storage, and venture administration instruments in a single platform. ClickUp comes with a whole lot of options that may be personalized for any work want—with extra added each week at no extra value.
ClickUp Options Embody
- Overview – ClickUp’s All the things view makes it straightforward to search 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 huge initiatives 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 activity administration for any work want. Save time with activity automation, assign dash factors, add customized area knowledge, and extra.
- Dependencies – hyperlink duties, paperwork, integrations, and extra might be associated to at least one one other.
- Nesting – Simplify advanced initiatives 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 lot of templates for workforce use circumstances, 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 gives a strong API.
- Collaboration – real-time whiteboards, paperwork, feedback, and proofs with built-in e-mail notifications and chat make collaboration a breeze.
- Reporting – set targets, observe milestones, and handle sources extra successfully with highly effective dashboards that may embrace kanban boards, workforce members, duties, sprints, time monitoring, statuses, paperwork, embeds, and extra.
- Time Administration – time monitoring from any gadget, 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.