One of many distinctive issues about our digital transformation agency is that we’re vendor agnostic concerning the instruments and implementations we’re doing for shoppers. One space the place this is useful is venture administration. If the consumer makes use of a selected platform, we’ll both join as customers or they’ll present us entry and we’ll work to make sure the venture is absolutely documented and all belongings 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 belongings turned over on the finish of an engagement is kind of the headache.
As we work throughout venture administration instruments, some positively stand out for his or her concentrate on marketing-related tasks. Advertising-related tasks are somebody distinctive in that they usually rely closely on collaboration between inner and exterior sources, they’re usually repetitious, and the outcomes aren’t the completion of the advertising and marketing initiative however the ensuing influence on the enterprise.
The result’s that we work throughout a number of instruments… between venture administration, process assignments, documentation, whiteboarding, asset administration, and so forth. It may be irritating for each our shoppers and ourselves as we monitor our progress, handle our inner and exterior groups, and retailer our shoppers’ digital belongings as we work. Enter ClickUp…
ClickUp – Handle Campaigns, Shoppers, Duties, and Property
Clickup affords all of the collaboration, documentation, reporting, storage, and venture 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 Embrace
- Overview – ClickUp’s The whole lot view makes it simple to search out something you’re on the lookout for, irrespective of the place it lives within the hierarchy. It’s the birds-eye view for all duties throughout each degree of your group that may be filtered, sorted, and saved for any want.
- Areas – Manage groups and departments into Areas, group massive 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 subject information, and extra.
- Dependencies – hyperlink duties, paperwork, integrations, and extra could be associated to 1 one other.
- Nesting – Simplify advanced 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 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 forth. right into a single place. The platform additionally affords 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 sources 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 stories.
- Customization – customized fields, customized statuses, customized assignees, hotkeys, shortcuts, filters, and searches are all customizable.
- Pulse – view computerized exercise stories 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.
