Don't remember why ClickUp didn't appeal to me (tried over 50 platforms for sure), only thing I remember is that any one that had a post-it look type of interface I nixed right away. When you have hundreds of tasks under loads of categories each it just starts looking like one big mess.Re Asana, the way it sorted by date drove me batty, although it's a useful product for sure for just a small office, or one person's tasks for example. If I divided tasks by category it wasn't able to sort by date within that category, like under Bill Pay, Payroll, etc. It would un-sort from categories if I selected "sort by date" option. But, the organization such a platform lends is invaluable to smooth office management, and I often joke I need a magnetic tablet for my fridge with Asana for household tasks.
It's not post-it style, and if it was a while ago it's possible that Clickup didn't exist yet. It's only around for a year or two. It's a lot more flexible than Asana.
Thanks, will look into it, still looking for something for personal tasks.
Was looking for a thread like this a while back , for feedback on different project management platforms as I manage the office for a RE/Development-type company. Did hours of research, tried lots of diff products.... Originally used Glip, then Asana, but needed an upgrade. We weren't ready to invest approx 50K in Procore just yet. I wanted something light on the eyes, able to hold lots of info per various stage of multiple projects - no docs or PDF's, just minute details per construction stage, with the ability to assign tasks to the correct individual either within our own company or to specific people within various companies we work with. After lots of back and forth we decided on Spreadsheet (lots of similarities to Excel) and slowly are integrating it - funny how I tried many complicated and sophisticated systems yet came back to this.... It's a functional, no-frills, easy to implement platform with no distracting color palettes (but does have minimal color options), so far so good. Curious whether anyone else finds it useful.
Workflowy doesn't do attachments so it probably wouldn't be a good fit. (You could upload pdfs elsewhere and include links but it probably won't make sense for your use case.)How about something like Asana? I believe you can attach files, and you can assign tasks to different people, have discussions/comments, set deadlines and more.If you need something more robust, it may pay to research if there is something out there that was created for your specific area of business.