Thinking about making the switch? What are your criteria for a new task management system? Learn how to automate your business using Zapier with my course at jimmyrose.me/zapier-mastery/
I'm currently using Trello as well and on the fence about moving to ClickUp to manage my creative agency. What are your thoughts on the speed of ClickUp (slightly slow) vs. the incredible web/mobile UI that Trello has? Also, how have you found managing clients (guests) in ClickUp to be?
The speed is night and day, with Trello as the winner. That was probably the biggest worry for me. The web app speed for ClickUp is better now, but not the app. They are investing heavily in that though Interesting you manage your agency with Trello though! I've never found it great to managing multiple people. I only like it for personal task management
@@justin-kelsey I have a creative agency... couldn't figure out HOW to use Trello to manage clients 🤔 Were you just using it in the drag-and-drop functionality? Like, for a new client, you'd annotate the tasks necessary for onboarding, project completion, etc., then just drag the board to "COMPLETED' or something?
@Rich Manzana thanks :) Yeah to be totally honest, I'm not a huge fan. I think it's too much for what we need, and I've been evaluating other solutions. Monday was OK. Not worth switching though. Just tried Height(.)app (new one). It's missing some things we need but looks clean and simple. Got my eye on it.
Jimmy - excellent video. I'm trying to make the decision on whether or not to do what you just did, move from Trello to ClickUp. You've helped a lot. Thank you.
A really useful video with pros and cons for both sides. As a ClickUp fan I remember having a chat with you Jimmy about the constant updates being a good thing. At the time I wasn’t aware of the “one app to replace them all” tagline. I too am concerned that this could end up being a over complicated mess, but I do have to say they really nail the feature they release. They also often quickly come back and release a V2 or V3 to improve, which is a good sign. Let’s see how it goes and hope they keep doing it right.
Thanks Oliver. Yeah, I thought it was great too at first. But I have seen a couple of features that seem over the top or kinda unnecessary. I'm sure there are people that think any certain feature is great, but when you do that with 100,000 people, things are going to get silly. Then they say stuff like "you can replace Zapier with our automations". Given how much stuff is involved in keeping a platform like Zapier reliable as a standalone product... that's where I start going 🤔 In their feature request system you can see people asking about marketing automation to start replacing hubspot. Another level of insanity.
Hey! Great video! I'm actually a ClickUp nerd who was just looking to do some research about how to better help Trello users make the switch and really appreciated how you spelled out the shift you needed to make. Speed is a huge compromise -- that snappy Trello feeling is hard to give up. It's been a while since this was published -- curious if your perspective has shifted as time has passed?
Awesome channel Layla. Consider me subscribed! After speaking with Zeb it really sounds like ClickUp are committed to ramping up performance and creating a much better mobile app. He also clarified a few things around their focus, and I have a lot more confidence in what they are doing now. However IMO they are still doing too much, which leads to things being done by half. For example I tried their mind map the other day. It just felt like something tacked on that didn't work very well. Now I'm using Miro, which is amazing. Once again I'm all about the best-in-class rather than jack-of-all-trades tools. I use Active Campaign extensively as well, and I've seen how their core features have slowly been neglected as they develop new shiny things. They aren't alone - loads of software companies go down that route trying to please a wider customer base. I definitely still worry this will happen with ClickUp. We'll just have to see!
Great video James! After using several other PM tools, ClickUp is now our go to choice too. I’m excited to be developing a custom CRM Space in ClickUp for clients as well as business partnerships to track subscriptions etc; such a flexible tool. All the best, Graham
I also switched to Clickup a couple of years having using Asana and Podio prior to that. It's a great platform and I couldn't imagine moving away from it now but share your concern about the level of new features. TBH, because I run simple processes, I've almost stopped looking at the new features as assume it's for the corporate end of the market so people can stay in meetings longer!
Oh man I remember trying podio years ago. It was so complicated but also powerful. I feel like it has kind of been replaced by airtable in a way, but not on the same level with automations. Asana has been kind of average for a long time but I think recently they have upped their game. Probably because of companies like ClickUp coming in I actually got annoyed with clickup already this morning just trying to move tasks around. The experience wasn't nearly as smooth as with Trello. I hope I don't regret this decision
@@unadoyle90 so given I'm mostly using it for personal todo it's working well. I wonder if I should have used something simpler like todoist, but the fact my team are in ClickUp is a positive. I'm worried about its future but the founder jumped into our Facebook group discussion and is adamant they are going to make it faster and even release a lite version. This is good news so for now I'm not going anywhere
Great video thank you. What are the tasks you focus on each day? Mondays... Tuesdays.. I'd like to hear more about that to compare how you automate your work so I can think about how to better automate mine. Thank you in advance
Hi Heather! I wrote about how I manage this and what tasks happen each day here: contentsnare.com/productivity-hack-gets-more-done/ Let me know if that's what you're looking for
Thank you for this interesting video Jimmy - even though I don't use Trello nor ClickUp! I agree with what you said about using the best tool for the job...hence why I use Todoist for recurring tasks instead of Notion!
I'm tempted to give Todoist a go for my personal tasks, but I like that with ClickUp (or other PM tools) I can move my tasks to be the team's tasks or vice versa.
I'd be keen to hear what automations you're using in Zapier! I've never used Zapier before because of how overwhelming it seems, but I know there are definitely some things that could be saving me time in there.
SO many things! There are a bunch of random examples on my channel. I dig into it in a structured way in my courses. You could check out the basic one here jimmyrose.me/zapier-intro/ or the full course here jimmyrose.me/zapier-mastery/ Otherwise I just release ideas on the channel and blog :)
If we're talking PM, I don't think I'd even consider Notion. It's great for note-taking and knowledge storage but I can't handle it as even task management, let alone full projects
Great video, Jimmy. I'm also concerned about how many updates Clickup has. I have no idea how they can keep it stable with all them features coming out!
Jimmy, I'm confused by your KanBan viewing issue. The multiple Trello boards I have imported into Clickup display the KanBan view EXACTLY the way they did in Trello. Several of the boards have 7 or more lists. Maybe it's an update since you posted this video, but it seems identical to me in that regard.
After trying Clickup for a few weeks, I need to switch back to Trello. I love Clickup UI. It modern and has a dark mode. However, due to no push notification comes out when my team tags me on the kanban board (for mobile), it seemed like I had to switch back to Trello.
Well, I am the opposite! Looking for a decent CRM+Project Management in one program. More about Contacts + Projects than Sales Funnels, Teams and all that. I do love a Kanban Board. Looking a Monday.com too. ClickUp, I am not sure their CRM is an actual CRM. Trello added a clunky CRM. Any thoughts are help would be appreciated: must make decision here very shortly! UPDATE: ended up going with Monday.com. Suspect we'll switch to ClickUp in a year or so. Client preference was Monday.com. They love it feel like Excel w/ colors.
I'd almost definitely use 2 different apps for that! It really depends what you're long for in a CRM. I like Active Campaign for its automation capability. I think Zoho has both CRM and projects and lots of other things. I haven't used it in a long time. It seemed fairly hacked together at the time but I know some people like it
I think a lot of your frustrations with Trello could have easily been resolved with butler automation buttons and rules as well as custom fields. For example the process of moving a card to another board, you can set up a butler button to do that, then it becomes a single click. Moving cards from next week to today can also happen automatically with schedules. Not hating on the video at all, but I think that can be the problem with Trello as it's so open with how people use it. Glad clickup worked out for you though. Appreciate messing about setting stuff up on Trello can be a real turn off.
The main reason I moved was the overwhelm of having everything on the screen at once, not automatically moving things around. And sure there are ways to snooze cards but still not ideal. To be honest many non-kanban task managers could have been a good fit
Thanks for this video! I'm looking to shift from trello to click up as well! But I had some automations that I used in trello - like automating my social media accounts scheduling through zapier into buffer. If I import the boards in click up will I be able to keep the automation? If yes how?
You'll have to change all the automations to trigger from ClickUp instead of Trello. Without knowing the exact setup, it should be a pretty similar Zap to what you already have.
My automation was when a attachment is added to a card in a particular list it gets scheduled in buffer through zapier. The same trigger doesn't seem to go through from the click up tasks section though?
Hi, thanks for the video. You seem to know a lot about the program and I am just learning about it. Can you please clarify whether or not I can use Clickup for my photo business? For example, I want something to handle email automation to clients. So, if a new client is added, they automatically get sent a welcome email. I'd like to have proposal and contract templates that can be edited and sent to them. Once payment is received and noted in Clickup, they get sent a confirmation email. Can any of this be done in Clickup?
For email automation & sales like this I think you're better off with a dedicated CRM, like Active Campaign. You will likely need a few tools - like PandaDoc or Better Proposals for proposals & contracts, Active Campaign or MailerLite for email automation, and tie them together with Zapier
@@TomWarrenPhotography No worries. If you'd like to talk it through some more we can get on a consult call. Just drop me a line at jimmyrose.me/contact
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Thinking about making the switch? What are your criteria for a new task management system?
Learn how to automate your business using Zapier with my course at jimmyrose.me/zapier-mastery/
I'm currently using Trello as well and on the fence about moving to ClickUp to manage my creative agency. What are your thoughts on the speed of ClickUp (slightly slow) vs. the incredible web/mobile UI that Trello has? Also, how have you found managing clients (guests) in ClickUp to be?
The speed is night and day, with Trello as the winner. That was probably the biggest worry for me. The web app speed for ClickUp is better now, but not the app. They are investing heavily in that though
Interesting you manage your agency with Trello though! I've never found it great to managing multiple people. I only like it for personal task management
@@justin-kelsey I have a creative agency... couldn't figure out HOW to use Trello to manage clients 🤔 Were you just using it in the drag-and-drop functionality? Like, for a new client, you'd annotate the tasks necessary for onboarding, project completion, etc., then just drag the board to "COMPLETED' or something?
@Rich Manzana thanks :)
Yeah to be totally honest, I'm not a huge fan. I think it's too much for what we need, and I've been evaluating other solutions. Monday was OK. Not worth switching though.
Just tried Height(.)app (new one). It's missing some things we need but looks clean and simple. Got my eye on it.
Jimmy - excellent video. I'm trying to make the decision on whether or not to do what you just did, move from Trello to ClickUp. You've helped a lot. Thank you.
Glad to hear it Dave. What did you decide?
Thank, Jim. This explanation video is very helpful.
A really useful video with pros and cons for both sides. As a ClickUp fan I remember having a chat with you Jimmy about the constant updates being a good thing. At the time I wasn’t aware of the “one app to replace them all” tagline. I too am concerned that this could end up being a over complicated mess, but I do have to say they really nail the feature they release. They also often quickly come back and release a V2 or V3 to improve, which is a good sign.
Let’s see how it goes and hope they keep doing it right.
Thanks Oliver.
Yeah, I thought it was great too at first. But I have seen a couple of features that seem over the top or kinda unnecessary. I'm sure there are people that think any certain feature is great, but when you do that with 100,000 people, things are going to get silly.
Then they say stuff like "you can replace Zapier with our automations". Given how much stuff is involved in keeping a platform like Zapier reliable as a standalone product... that's where I start going 🤔
In their feature request system you can see people asking about marketing automation to start replacing hubspot. Another level of insanity.
Hey! Great video! I'm actually a ClickUp nerd who was just looking to do some research about how to better help Trello users make the switch and really appreciated how you spelled out the shift you needed to make.
Speed is a huge compromise -- that snappy Trello feeling is hard to give up.
It's been a while since this was published -- curious if your perspective has shifted as time has passed?
Awesome channel Layla. Consider me subscribed!
After speaking with Zeb it really sounds like ClickUp are committed to ramping up performance and creating a much better mobile app. He also clarified a few things around their focus, and I have a lot more confidence in what they are doing now.
However IMO they are still doing too much, which leads to things being done by half. For example I tried their mind map the other day. It just felt like something tacked on that didn't work very well. Now I'm using Miro, which is amazing. Once again I'm all about the best-in-class rather than jack-of-all-trades tools.
I use Active Campaign extensively as well, and I've seen how their core features have slowly been neglected as they develop new shiny things. They aren't alone - loads of software companies go down that route trying to please a wider customer base.
I definitely still worry this will happen with ClickUp. We'll just have to see!
Omggg look who I found here ❤️❤️❤️ ClickUp really is becoming it’s own little community
Great video James! After using several other PM tools, ClickUp is now our go to choice too. I’m excited to be developing a custom CRM Space in ClickUp for clients as well as business partnerships to track subscriptions etc; such a flexible tool. All the best, Graham
Thanks Graham! That's a great idea
I also switched to Clickup a couple of years having using Asana and Podio prior to that.
It's a great platform and I couldn't imagine moving away from it now but share your concern about the level of new features. TBH, because I run simple processes, I've almost stopped looking at the new features as assume it's for the corporate end of the market so people can stay in meetings longer!
Oh man I remember trying podio years ago. It was so complicated but also powerful. I feel like it has kind of been replaced by airtable in a way, but not on the same level with automations.
Asana has been kind of average for a long time but I think recently they have upped their game. Probably because of companies like ClickUp coming in
I actually got annoyed with clickup already this morning just trying to move tasks around. The experience wasn't nearly as smooth as with Trello.
I hope I don't regret this decision
@@_jimmyrose you're 3 weeks on - how are you feeling about the decision now?
@@unadoyle90 so given I'm mostly using it for personal todo it's working well. I wonder if I should have used something simpler like todoist, but the fact my team are in ClickUp is a positive.
I'm worried about its future but the founder jumped into our Facebook group discussion and is adamant they are going to make it faster and even release a lite version. This is good news so for now I'm not going anywhere
Great video thank you.
What are the tasks you focus on each day?
Mondays...
Tuesdays..
I'd like to hear more about that to compare how you automate your work so I can think about how to better automate mine.
Thank you in advance
Hi Heather! I wrote about how I manage this and what tasks happen each day here: contentsnare.com/productivity-hack-gets-more-done/
Let me know if that's what you're looking for
Thank you for this interesting video Jimmy - even though I don't use Trello nor ClickUp! I agree with what you said about using the best tool for the job...hence why I use Todoist for recurring tasks instead of Notion!
I'm tempted to give Todoist a go for my personal tasks, but I like that with ClickUp (or other PM tools) I can move my tasks to be the team's tasks or vice versa.
I'd be keen to hear what automations you're using in Zapier! I've never used Zapier before because of how overwhelming it seems, but I know there are definitely some things that could be saving me time in there.
SO many things!
There are a bunch of random examples on my channel.
I dig into it in a structured way in my courses. You could check out the basic one here jimmyrose.me/zapier-intro/ or the full course here jimmyrose.me/zapier-mastery/
Otherwise I just release ideas on the channel and blog :)
Also are you using click up for file management or something else? Can you show us som more click up tips and how tos!
Nope just task management so I'm not much of an expert on it. Check out Layla from Process Driven her channel is good
Notion is the all in one workspace it’s trying to copy. But clickup has an api
If we're talking PM, I don't think I'd even consider Notion. It's great for note-taking and knowledge storage but I can't handle it as even task management, let alone full projects
Great video, Jimmy. I'm also concerned about how many updates Clickup has. I have no idea how they can keep it stable with all them features coming out!
Yeah it's one to watch. I had some odd issues with it yesterday already. Hopefully it's all good though
If you really can't quit using Trello then I suggest you use Bridge24. This tool allows you to generate reports and charts for your multi-board cards.
This video is literally about quitting Trello
Jimmy, I'm confused by your KanBan viewing issue. The multiple Trello boards I have imported into Clickup display the KanBan view EXACTLY the way they did in Trello. Several of the boards have 7 or more lists. Maybe it's an update since you posted this video, but it seems identical to me in that regard.
Yeah they look the same in Kanban, but columns are assigned by status, not list. I was trying to switch from one Trello board to multiple lists
After trying Clickup for a few weeks, I need to switch back to Trello. I love Clickup UI. It modern and has a dark mode. However, due to no push notification comes out when my team tags me on the kanban board (for mobile), it seemed like I had to switch back to Trello.
To be honest I'm looking for something else as well, but I haven't decided what yet. I'm not enjoying ClickUp as much as I was
JimmyRose - Automation & Productivity what are you using now Jimmy?
Well, I am the opposite! Looking for a decent CRM+Project Management in one program. More about Contacts + Projects than Sales Funnels, Teams and all that. I do love a Kanban Board. Looking a Monday.com too. ClickUp, I am not sure their CRM is an actual CRM. Trello added a clunky CRM. Any thoughts are help would be appreciated: must make decision here very shortly! UPDATE: ended up going with Monday.com. Suspect we'll switch to ClickUp in a year or so. Client preference was Monday.com. They love it feel like Excel w/ colors.
I'd almost definitely use 2 different apps for that!
It really depends what you're long for in a CRM. I like Active Campaign for its automation capability.
I think Zoho has both CRM and projects and lots of other things. I haven't used it in a long time. It seemed fairly hacked together at the time but I know some people like it
I think a lot of your frustrations with Trello could have easily been resolved with butler automation buttons and rules as well as custom fields. For example the process of moving a card to another board, you can set up a butler button to do that, then it becomes a single click. Moving cards from next week to today can also happen automatically with schedules. Not hating on the video at all, but I think that can be the problem with Trello as it's so open with how people use it. Glad clickup worked out for you though. Appreciate messing about setting stuff up on Trello can be a real turn off.
The main reason I moved was the overwhelm of having everything on the screen at once, not automatically moving things around.
And sure there are ways to snooze cards but still not ideal.
To be honest many non-kanban task managers could have been a good fit
IQTell came close (miss it), but I am looking at Clickup, thanks!
No worries at all Martin. It's a solid solution
Thanks for this video!
I'm looking to shift from trello to click up as well! But I had some automations that I used in trello - like automating my social media accounts scheduling through zapier into buffer.
If I import the boards in click up will I be able to keep the automation? If yes how?
You'll have to change all the automations to trigger from ClickUp instead of Trello.
Without knowing the exact setup, it should be a pretty similar Zap to what you already have.
My automation was when a attachment is added to a card in a particular list it gets scheduled in buffer through zapier. The same trigger doesn't seem to go through from the click up tasks section though?
Hi, thanks for the video. You seem to know a lot about the program and I am just learning about it.
Can you please clarify whether or not I can use Clickup for my photo business? For example, I want something to handle email automation to clients. So, if a new client is added, they automatically get sent a welcome email. I'd like to have proposal and contract templates that can be edited and sent to them. Once payment is received and noted in Clickup, they get sent a confirmation email. Can any of this be done in Clickup?
For email automation & sales like this I think you're better off with a dedicated CRM, like Active Campaign.
You will likely need a few tools - like PandaDoc or Better Proposals for proposals & contracts, Active Campaign or MailerLite for email automation, and tie them together with Zapier
@@_jimmyrose understood. thanks
@@TomWarrenPhotography No worries. If you'd like to talk it through some more we can get on a consult call. Just drop me a line at jimmyrose.me/contact
thanks man! Really helpful!
No worries at all. Thanks for dropping by :)
Use labels to measure the importance and have separate lists for each day of the week instead. Looking at your Trello board gives me a headache.
Cool. Do whatever works for you
Hey my law firm just started using click up. Are you still using it?
Mainly for personal tasks. We were looking at changing to something else for team project management but it's difficult to change
Read that one card as Jimmyrose FUNERAL improvements.
Haha! Definitely not planning that one yet
You just need to use have one list then use custom fields to have your ABC lists back in the Kansan view.
The entire point of switching is that I wanted multiple lists in list view
Hey did you ever manage to sort this. I don’t think you understood my comment. You can have the exact same view as Trello using custom fields.
Nice video, subscribed!
Awesome and thank you Senne!
"Bastardised" Nice 😉
Look I'm happy with that being the biggest takeaway
I love clickup, even though it seems complicated at the beginning it's pretty easy to manage everything. Also, you're damn hot dude 😍
Haha thanks Florin. Yep it's definitely great for organization, it's the UI and performance that gets to me
clickup is 1000 times better, I used both.
Did you notice how old this video is?