ClickUp Onboarding

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

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Customized Projects

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

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Our team is available to 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 best of all? No worries about hosting and maintenance, because we can do them especially for you!

Get to know 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 in an agile manner, the client must already have their workflow finalized, in detail (automations, fields, forms, etc.). Our team will present the system as natively as possible and provide solutions that minimize ClickUp's level of customization.

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

Once the prototypes have been validated by the client, our team will be responsible for configuring, testing and reviewing the items developed. The review takes place together 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 their format and operating parameters. The client will be responsible for adapting the data from its systems and sending it in the requested format.

At the end of each sprint, the client's key users, supported by the project team, will train the end users in the functionalities developed. If there are any improvements or new developments, the topics will be collected and added as improvements for future developments.