ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Show the value of open project deals by stage each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Flag overdue build tasks in the Monday lead email.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Email task owners before build deadlines and alert the team to overdue work.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Flag copied project documents before handing over a shared folder.
You can review marked extra copies and their locations before handing a shared folder to another team.
Remind task owners of due work and flag late project tasks.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
Send approved material orders to suppliers with the final PDF.
Your suppliers get the purchase orders they need to start work, and your team has a sent copy to track what went out.
Create each approved job's folder by project ID and share its link.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
Summarize new project agreements and flag contract register gaps.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Follow up with project prospects when a sales conversation is due.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Turn jobsite material requests into approved requisitions or focused questions.
Your storekeeper gets a clear materials requisition in the request thread, or the exact questions needed to finish an incomplete request.
Flag near-due material bills with missing receiving records.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
Escalate stalled job purchases before supplier quotes expire.
Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.