Serve Scale Soar®

The Project Management Pivot: Why We Moved Away From ClickUp


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Are you constantly on the hunt for the perfect project management software? You’re definitely not alone. Having a good project management tool is necessary for staying organized, ensuring all tasks are completed on time, and maintaining productivity. But with so many options available, the search for the perfect platform can be overwhelming. (Trust me.) And things can become even more overwhelming when your project management system just isn’t working for you anymore. Because if you don’t love your project management system, it’s going to be way harder for you to show up and actually use it.

In this post, we’ll explore the reasons why we moved away from ClickUp, the challenges faced, and the key features that made Asana the chosen platform.


Topics Covered In This Episode:

1. Brandi shares the reasons behind switching from ClickUp after 5 years due to software issues and changes that affected efficiency and ease of navigation.

2. She emphasized that listeners should only consider switching project management software if they are struggling with their current system or if their needs have changed.

3. Brandi discusses trying out different project management tools including Notion, monday.com, and Asana, detailing the pros and cons of each.

4. Attracted by the simplicity and features they required, Brandi and her team ultimately transitioned to Asana, finding it user-friendly and effective for task management.

5. Asana's customizable views, calendar view, automation, and reoccurring task capabilities were key factors in their decision to switch.

6. Brandi appreciates Asana's home dashboard, task views, and team organization, as well as the ability to color-coordinate and link to external folders.

7. She emphasizes the importance of finding a project management system that suits individual needs, is easy to use, and prevents tasks from slipping through the cracks.

8. Brandi encourages listeners to evaluate their current project management needs and use a software consistently to stay organized and efficient in their businesses.


Find the full show notes at: https://brandimowles.com/209

Join Brandi for a 4 Part Live Free training experience for ad managers and future ad managers at https://brandimowles.com/adtraining

Additional Resources:

CLICK HERE TO LEARN 4 EASY SYSTEMS TO GROW YOUR BUSINESS FASTER


Follow the Podcast: https://podcasts.apple.com/us/podcast/serve-scale-soar/id1477998650

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Serve Scale Soar®By Brandi Mowles

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