Streamline workflows with advanced customization

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Ehsanuls55
Posts: 973
Joined: Mon Dec 23, 2024 3:17 am

Streamline workflows with advanced customization

Post by Ehsanuls55 »

Interruptions are the bane of productivity. That’s why teams need convenient, easy-to-use business tools to focus on the most engaging work and streamline workflows.

The best way to do this is by providing your team with a powerful business tool that can adapt to their preferences. Avoid endless onboarding sessions and constant tool changes caused by team leaders who have come and gone.

ClickUp was built with customization in mind so that different departments don't get locked into workflows built for other teams.

Whether it's ticket tracking for IT, content management for marketers, or agile vp media email list workflows for engineers, personalization is crucial when employees are spread across so many paid and free tools (especially for remote teams).

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One team that needed help creating more collaborative workflows was the Alumni and Donor Services (ADS) department at Wake Forest University . Morey Graham, Project Manager for ADS, explained how the department struggled to improve productivity because teams wouldn’t budge on their own collaborative efforts.

This led to several Wake Forest departments using online business tools like Asana , Jira , Trello , Notion , Google Docs, Workfront, and Google Drive to streamline workflows. Teams constantly moved between the small business’s tools to find documents in Google Docs, store files across accounts, assign work, provide task updates, and add data.

So they decided to try ClickUp.

The team immediately saw an improvement in cross-departmental alignment across team projects as ClickUp became the single, true source of truth. Customizing the dashboard allowed teams to get exactly what they needed from an online business tool, so everyone was working from a single hub—something they were missing with other solutions.

We can now collaborate within a single system and have visibility into critical data. This allows our different teams to report on progress, identify workload and capacity issues, and plan more accurately.
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