Onboarding project | ClickUp

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Onboarding project | ClickUp

Why ?

Click Up is a really great tool for Project Management and Task Tracking. In my personal experience it has been great for management as it is no-frills (like trello 😉😉) but offers much more functionality upfront when it comes to Task Overview and Lists. It integrates

$537Mn raised at $4Bn Valuation [1]
Rated #1 Collaboration and Productivity product 2024 on G2 [2]

Market Size

The market size for project management software has grown rapidly, driven by increasing demand for collaboration tools and remote work solutions. The global project management software market is expected to reach $149.7 billion by 2030, representing a CAGR of 13.8%.[1]

Features Provided

Screenshot from 2024-06-15 15-10-38.png

ClickUp offers a variety of key features designed to enhance productivity and collaboration, including:

Task Management: Organize and prioritize tasks with customizable views like list, box, Gantt, board, or calendar.
Time Management: Track time spent on tasks to improve efficiency.
Collaboration Tools: Centralize communications, brainstorm with Whiteboards, and create collaborative Docs.
Customization: Tailor workflows and features to fit any work need.

Integrations

You can connect over 1,000+ tools to ClickUp for free, also they have an open API to connect any thing you need to connect directly from your own application

Core Value Proposition

The core value proposition of ClickUp is to make the world more productive by providing an all-in-one workspace. Their goal is to have all work live in ClickUp, thereby making people more productive and giving back at least 20% of time to dedicate to other things.

They aim to replace multiple productivity apps with a single platform that offers a variety of tools for project management, document collaboration, spreadsheets, chat, and goals [3]

How To Reduce Burnout with Organizational Strategies | ClickUp

Average PM life with ClickUp, true story

Competitors

Tool	Differentiator with ClickUp
Asana	Asana focuses on team collaboration and workflow management with a more straightforward interface, while ClickUp offers a more comprehensive set of features including time tracking, goal setting, and a more customizable dashboard.
Trello	Trello is known for its simple Kanban board approach, making it easy to use for basic task management. ClickUp provides a more robust feature set that includes not just Kanban boards but also Gantt charts, calendars, and advanced reporting.
Monday.com	Monday.com offers strong automation and integration capabilities. ClickUp differentiates itself with its all-in-one platform approach, aiming to replace multiple productivity apps with one unified tool.
Jira	Jira is tailored towards agile software development teams with features like issue tracking and sprint planning. ClickUp, while also offering agile tools, is more versatile and caters to a broader audience beyond just developers.
Notion	Notion serves as an all-in-one workspace combining notes, tasks, wikis, and databases. ClickUp stands out with its task-specific features like time tracking and progress monitoring which are more detailed than Notion’s

Ideal Customer Profile

	StartUp Users / Small Teams	Enterprise Users	Individual
Demographic
Name	Startup Tech Co.	Global Enterprise Inc.	I, Me Myself
Description	A fast-growing tech startup	A large multinational corporation	Single User for personal work or Freelance
Company Size	10-100 employees	1,000+ employees	1 🥲
Annual Turnover	$1M - $10M	$1B+	$20,000 to $1M
Domain	Technology, Software Development, SaaS	Various, including Finance, Healthcare, Retail	Consultancy or Freelance in Software Development and Marketing
Job Role	Project Manager, Product Manager, Team Lead	Senior Project Manager, CTO, Operations Head	-
Org Structure	Flat, Agile	Hierarchical, Complex	Sole Worker
Behaviour
Friction To Integrate	Low - seeking agile tools for rapid growth Freemium Always helps	Moderate - requires integration with legacy systems	None - Individual Users use simple tools, so can be moved easily
General Problem Statement	Need unbiased project management tools to accommodate rapid growth and change. Should be able to start quickly and be flexible	Need for comprehensive project management solution that can integrate with a wide range of existing enterprise systems. Should be very reliable so that business is not affected	Could be working with multiple clients that have various deadlines as well as himself could be collaborating with other people so needs this for productivity boost
Current Solutions	Basic project management tools, spreadsheets	Complex enterprise solutions, multiple specialized tools	Todo Lists, Sheets
Other Tools	Collaboration platforms like Slack or Trello	Enterprise resource planning (ERP) systems, CRM software	Evernote, Todoist , Trello
Spending Tendency
Friction to Pay	Medium They are already paying for a few services, this is one more head so they might be hesitant but as long as there's value they'll pay.	Low These users are most likely paying and would be willing to switch as long as theres more a tailored offer for them	High Depending on what tools are needed, they can combine existing solutions to get it done for free, till their scale increases.
Current Budget(Per User)	5-10$	10-20$	0-5$

JTBD

Interviews

Why Go with Click Up ?

StartUp Users	Enterprise Users	Individual
PM at Atrato ClickUp not only allows me to keep projects on track and detect risks early, it also helps me as an individual contributor with my daily tasks.	Sales Force By integrating ClickUp and Salesforce CRM, we've been able to make our research projects and workflows more efficient.	Web Dev Freelance Helps me individually store clients work to spaces and also manage various view on the same set of tasks
Accounts at Pontica Our team can now work on the same project together and communicate with any stakeholder instantly, wherever they are. ClickUp houses all of our projects—previous, current, and future.	Cartoon Network When it comes to managing social media, no other tool is as robust as ClickUp. If you want to know everything that’s going on at any point in time, no other tool can give you the same level of insight.	Marketing Consultant Helps me manage the tracking of tasks related to multiple campaigns also it helps with put due dates as well as track time spent on each client

Taken From Customer Stories and Interviews[5]

Startup Users

Keep Projects on Track
Detect Risks Early
Collaboration and Communication

Enterprise Users

Integrations with existing systems/own system
Managing workfows
Top Down Insights at various Stages

Individuals

Get out of Overwhelming Task Tracking
Productivity Boost

JTBD - Goals and Reasoning

Startup Users

Functional Goals
- Task Organization and SCRUM
- Collaboration and Communication
- Time savings
Financial Goals
- Faster Time To Market, Better Positioning in the market, so better chance at success

Enterprise Users

Functional Goals
- Task Organization and SCRUM
- Collaboration and Communication
- Epic Level/Team Level Insights and Analytics
Financial Goals
- Better Efficiency => lower man hours => Lower Cost

Individual Users

Personal Goals
- Getting More Time In life
Functional Goals
- Manage Tasks for various different unrelated heads

Onboarding Teardown

GX20 - Onboarding Teardown _ Click Up.pdf

Activation Metrics

These are meant to align with the JTBD of

Task Tracking
Insights and Analysis
Customization and Custom Fields
Collaboration and Communication

Hypothesis 1

Creates a Sprint Folder in 7 days

Creating a Sprint Folder within the first 7 days can indicate early engagement with project management features. It suggests that the user is planning for long-term project tracking and is utilizing the platform’s organizational tools.

Hypothesis 2

Creates a Task Dashboard to show tasks

Creating a Task View to show tasks demonstrates an understanding of the platform’s analytical capabilities. It implies that the user values the ability to customize their workflow and monitor task progress effectively.

Hypothesis 3

Creates 2 Tasks in 7 days

Creating at least 2 Tasks within the first week suggests initial adoption of the platform’s core functionality. It may reflect the user’s commitment to task management and delegation within their team.

Hypothesis 4

Views The Task Summary once every 3 days (twice a week)

Viewing The Task Summary bi-weekly indicates regular engagement and a reliance on ClickUp for oversight of task completion and productivity levels. This metric could be a strong indicator of the platform’s value to the user.

Hypothesis 5

Creates a Space and adds Users to It

Creating a Space and adding Users to it signifies collaborative use of the platform. It shows that the user is leveraging ClickUp for team-based project management and is likely to become a central tool for communication and coordination.