How we use ClickUp to Streamline Project and Client Management

At Sonder Sites, we pride ourselves on delivering seamless, innovative digital solutions. Managing projects and client relationships effectively is at the core of our operations. To achieve this, we rely on ClickUp, a powerful project management tool that keeps our projects on track, enhances client communication, and ensures nothing falls through the cracks.

In this article, we’ll dive into how we use ClickUp to manage our projects and clients, the benefits of its transparency, and the features that business owners will find invaluable.

ClickUp at the Heart of Our Workflow

1. Centralised Project Management

ClickUp serves as the central hub for all our projects. Whether we’re developing a bespoke Shopify Plus store or integrating complex third-party solutions, ClickUp allows us to plan, track, and execute every task with precision.

• Task Hierarchy: We use ClickUp’s tasks, subtasks, and checklists to break down large projects into manageable components.

• Time Tracking: Time estimation and tracking features help us stay within budgets and meet deadlines.

• Custom Views: Our team customises views—such as Kanban boards, Gantt charts, and calendars—to suit the needs of specific projects and clients.

2. Enhancing Client Communication

Transparency is crucial for building trust with our clients. ClickUp enables us to:

• Share Dashboards: Clients can access dedicated project dashboards to see progress in real time.

• Collaborative Features: We invite clients to comment on tasks, reducing back-and-forth emails and ensuring alignment.

• Notifications: Automated notifications keep everyone updated on milestones, approvals, and upcoming deadlines.

Transparency Through ClickUp

Transparency is one of our core values at Sonder, and ClickUp empowers us to deliver it effectively:

• Visible Workflows: Clients can see exactly where their project stands, which tasks are in progress, and what’s up next.

• Accountability: Assignments, due dates, and status updates are visible to everyone, ensuring accountability across the board.

• Progress Reports: Customisable reports allow us to present clear, data-driven updates during check-ins.

This openness not only keeps clients informed but also fosters trust, as they can see the effort and thought going into every deliverable.

Forms for Bugs and Feature Requests

To streamline feedback and requests, we leverage ClickUp’s forms feature:

• Bug Reporting: Clients can submit bugs directly through a ClickUp form. These are automatically added to the appropriate task list, assigned to the relevant team member, and prioritised.

• Upgrade Requests: Clients can also use forms to request feature upgrades or changes. This ensures every request is tracked and documented.

These forms save time and eliminate ambiguity, ensuring client feedback is clear, actionable, and prioritised correctly.

Features Business Owners Will Love

For business owners, ClickUp’s robust feature set provides invaluable insights and tools to keep projects moving smoothly:

• Custom Automations: Automate repetitive tasks like assigning team members, setting due dates, or sending reminders.

• Resource Management: Monitor workloads across the team to ensure no one is overburdened, enabling better resource allocation.

• Integrations: Seamlessly connect ClickUp with other tools, such as Slack, Google Drive, and Figma, for a cohesive workflow.

• Client Portals: Create client-specific spaces within ClickUp for document sharing, project updates, and communication.

• Time and Cost Tracking: Use ClickUp’s time tracking to ensure projects stay on budget and provide accurate invoicing details.

Why ClickUp Works for Sonder

ClickUp isn’t just a tool for us; it’s the backbone of how we deliver exceptional results for our clients. By integrating it into every stage of our projects, we’ve:

• Improved collaboration internally and externally.

• Enhanced client satisfaction through transparency.

• Reduced project delays and miscommunication.

• Made data-driven decisions with real-time insights.

At Sonder, we don’t just build exceptional digital solutions—we ensure the process of creating them is just as extraordinary. If you’re curious about how ClickUp can transform your project management, we’re always happy to share more about our experience and insights.

Let’s build something amazing together!

Here is 10% off clickup if you want to use it yourself.