ClickUp Onboarding

We will guide you through your initial use of ClickUp, using a methodology focused on best practices for using the tool and aligned with your team's needs. We will work together with your team to develop a strategy for configuring your Workspace.

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Custom Projects

Our consulting team will develop your team's entire workflow, making full use of ClickUp's capabilities.
This way, your team will have the support of platform experts to understand your entire workflow and how ClickUp can optimize it in the best way possible. Build your Workspace with the most specialized team on the best project management platform.

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Our team is available and will facilitate integration between ClickUp and the other systems in your workflow. This way, we ensure that all systems are fed with the necessary information and avoid data loss and import/export rework. Your teams will have all the relevant information in one place. 

And the best part? No need to worry about hosting and maintenance, because we can take care of that for you!

Learn about our methodologies

Waterfall Methodology

Agile Methodology

In this activity, we are responsible for understanding the requirements to be developed within the Sprint, together with the client's key users. In order to act quickly, the client must already have their workflow finalized in detail (automations, fields, forms, etc.). Our team will present the system in the most native way possible and provide solutions that minimize the level of customization of ClickUp.

Our team will be responsible for developing small parts of the requirements requested by the client, giving the client a closer view of the final product. The client must validate and confirm our understanding before we can move forward with the development of the requirement.

With the prototypes validated by the client, our team will be responsible for configuring, testing, and reviewing the items developed. The review takes place in conjunction with the contractor.

At the end of each Sprint, a spreadsheet will be sent with all the fields that will be used by the client, as well as its format and operating parameters. The Client will be responsible for adapting the data from their systems and sending it in the requested format.

At the end of each sprint, key customer users, supported by the project team, will conduct training with end users of the developed features. If there are improvements or new developments, the topics will be collected and added as improvements for future developments.