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Customizable Project Management with ClickUp

Customize your workflow, enhance efficiency, and break free from the limitations of traditional task tracking systems.
August 16, 2023
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OUR EXPERTISE
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Business Process & Collaboration
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Seth Moline
Project Manager, Consultant

As a Project Manager, I understand that project management software is a dime a dozen. Each offers structure to managing your work or the work of your team. Users will always use the software to follow their personal systems and almost never use the system exactly as intended. It's the classic developer vs. user scenario: no matter what is built, the users will break it or use it in a way not originally intended.

ClickUp meets the challenge head on, giving users the tools to make it their own. The thing I like most about ClickUp is the variety of capabilities. Aside from the obvious Task feature, there are Whiteboards, Documents, Chat, and even a new AI feature. Personally, I only use a fraction of what's available because all these capabilities can get my head spinning.

Much of my work in ClickUp leverages the List and Task features. I use these to keep track of tasks for each project that our team works on. Just like similar productivity systems, you can assign a task, write a description, add a due date, and attach relevant documents.

My favorite feature is the Sprint Board. With a quick glance at the Sprint Board, I can get a clear understanding of everyone's capacity within our team for the week. The ability to create Custom Statuses provides me with control over task colors, streamlining the task identification process based on their significance. For example, rather than relying solely on the Priority feature to highlight all impending tasks, I generate and designate tasks with Custom Statuses that precisely match the project's demands – whether it's a priority task, or a simple reminder to follow up with a customer.

ClickUp's standout feature is its exceptional customization, allowing you to tailor everything according to your preferences. ClickUp offers lots of different Views for organizing tasks, documents, or brainstorming ideas. I have barely scratched the surface on Views. They have tons of templates for niche situations like "Apartment Searching" or "Tax Preparation". You have the flexibility to either create your own View from scratch or modify an existing Template to fit your needs.

I tried using the GANTT feature for Project and Resource Planning, but it didn't fit my exact needs. To be fair, you will never find exactly what you want in any system. I think ClickUp has done a great job giving its users as many customizable options as possible. With its versatile features and capabilities, ClickUp ensures our efficient operations, keeping us on track with client work and enhancing productivity.

If you're looking to get away from your current task tracking system, I suggest giving ClickUp a try. It's worth a shot.

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