Engineering AnalyticsHow to Use ClickUp for Software Development Teams

Avya Chaudhary · 2022-11-24

Project management is crucial for any product, department, or domain. Organizations use multiple tools to manage and streamline their project management process and bridge the communication gaps for everyone involved. ClickUp is one such tool that helps teams streamline their project management.

ClickUp finds its application across various industries, especially in the software domain. Owing to its high functionality, project managers have included ClickUp in their daily arsenal of project management tools. So how do you use ClickUp, how does it cater to the software development teams, and is it truly enough to manage project management? Read on.

Why ClickUp? We Have the Answers 

ClickUp project management tool

The software development cycle comprises processes and people, from multiple features and modules to developers and testers. It is not easy to keep track of progress across all these mediums, especially in large projects, where the chances of missing information or losing flow is high because of the sheer amount of tasks and activities involved. 

The excessive feedback and changes made throughout the development process add to the challenges as they are difficult to track and can also impact the delivery dates. Employing an organizing tool like ClickUp helps manage these activities in the software development process with a simple “login, design, and act” approach. ClickUp’s linear structure allows project managers to stay on top of their workflow and keep the entire team in the information loop. Packed with a hoard of features, customizable options, simple design, and a focus on user experience make ClickUp easy to learn, fast to adapt, and quick to use.

Tips 101: How to Use ClickUp for Effective Project Management?

The first step in the how-to-use ClickUp guide is to define and understand the hierarchy and the project sub-activities: Doing the exercise helps managers map their project timelines and complexities with ClickUp. 

The ClickUp structure is simple with separate work domains: Workspaces, Spaces, Folders, Lists, and Tasks. These features help engineering managers streamline the project workflow and ensure every task in the process is well-defined with a clear focus.

Workspaces

Creating a workspace is the first step in creating a new ClickUp. Workspaces, the first layer of the ClickUp hierarchy, acts as a broader capsule of information sharing and encompasses Spaces, Folders, Lists, and Tasks. These details are locked and cannot be shared with individuals outside your workspace. So, while setting up workspaces, project managers must add their teams or departments requiring access to the information in the same workspace.

The additional features, ClickApps, can be enabled and customized according to the team’s liking and requirements. However, only the admins or the workspace owners can control ClickApps, and their excessive usage might make ClickUp slow. 

Pro tip: ClickApps can also be added to individual (private) spaces. 

Spaces

Clickup spaces

Just below Workspaces are Spaces used by departments or individual businesses to create and manage their workflows. Translating to organizational terms, if the entire company is a workspace, the departments like development, marketing, etc., are individual spaces.

With spaces, departments in different verticals can exchange information, use cases, and workflows with a higher degree of customization. Task priorities, tags, and time tracking could be some fields for managers to pursue. Users can find more examples and insights into custom fields in ClickUp's help section

Like its predecessor, Spaces can also be made private to restrict user access to Folders, the next ClickUp territory. 

Folder

Next up and last in the ClickUp hierarchy and information grouping are Folders. They are optional in the workflow hierarchy and further segregate and label information for easy access. 

Most engineering managers use Folders as directories to transcript information by recording various software development stages. For instance, users can have various folders like Operations, Sprints, etc. to track progress under verticals. 

Lists

Clickup lists

Lists are the default view for visualizing information on ClickUp and maintaining the group's tasks or activities in one place. With Views, team members can represent tasks to share across the board. Among all View templates, ListView is the most customizable one. 

Why Should Software Development Teams Use ClickUp?

ClickUp is an effective and efficient tool for project management. Here are the comprehensive features that make it a valuable addition:

Numerous Formatting Options

In project management, it is necessary to prioritize information so all necessary data stays on top of all lists. The exercise also has its utility in resolving communication hurdles. ClickUp offers a plethora of editing and formatting features- like adding emojis or images, among others. The document sharing and commenting options differentiate ClickUp from Jira and Asana.

File sharing and Comment Attribution

With ClickUp it's easy to share files through a simple drag-and-drop operation. This ability to track document transactions provides clarity to track progress across departments. Users can also comment on the shared documents, thus enabling better collaboration and seamless communication. The recipients are notified as and when tagged in the comments and continue to get reminders until the issue is resolved.

Multiple Views 

ClickUp has the option to visualize information in various views - something that was unavailable in conventional project management tools. The three different views - List, Board, and Capacity, come with their own advantages and appeals to various roles and preferences.

A User-Friendly UI

Importance of UI

ClickUp boasts a clean and simple design. The architecture allows for a quick understanding of the platform, even for first-timers. The hierarchical structure makes it easier to create, manage and organize tasks, and even allows independent workflow management and multiple 'view' types. The higher customization puts ClickUp on the pedestal for all engineering.

Offline Mode Option 

A unique feature - the option to work offline makes ClickUp a holistic project management tool. With offline syncing, users can work on desktops and mobile devices without turning online. The updates carried out offline are synchronized as soon as the connection is back online. 

Time management

The most important aspect of a project is time management. While most project management tools lack the option to track time, ClickUp comes with a time tracker that allows users to track and record the duration of their tasks.

Just ClickUp is Not Enough

The comprehensive features, holistic approach, scalable architecture, and customizations make ClickUp a valuable addition to the software development process. However, like all good things, ClickUp has its limitations- it doesn't offer insights into software engineering workflows.

The software development lifecycle needs constant tracking of processes, generation of insightful data, and tools to leverage the data to optimize the processes and improve productivity. And ClickUp is not equipped to gauge the cycle's success through industry-standard metrics.  

Hatica dashboard for engineering analytics

Hatica offers a ClickUp integration for engineering teams to track project success, along with micro insights and daily milestones of your engineering workflow. With greater visibility into the team's workload, engineering managers can streamline the code pickup times, streamline code reviews, and optimize the whole CI/CD cycle while the macro project deadlines are tracked on ClickUp. Project managers can capitalize on the integration to plan, track and collaborate on every project involved in the software development process. You can read more on ClickUp’s integration with Hatica here. 

Closing Comments

The Hatica x ClickUp integration supplies the user with all the tools and features to build, streamline and simplify workflows, thus saving time, boosting work efficiency, and optimizing the business’ growth potential. The many customization options also provide for an increase in data-driven insights sourced from 60+ engineering metrics on Hatica’s dashboard. Schedule a free demo to learn how Hatica can revolutionize your software development process.

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Table of Contents
  • Why ClickUp? We Have the Answers 
  • Tips 101: How to Use ClickUp for Effective Project Management?
  • Why Should Software Development Teams Use ClickUp?
  • Just ClickUp is Not Enough
  • Closing Comments