This video provides a comprehensive guide on how web project managers should effectively update ClickUp by assigning tasks and managing the project's various stages for their team members.
Start by watching the video, and then refer to the information below for a clearer grasp of the process.
Once a project is initiated, the operations team will establish the ClickUp setup. Project managers can locate the new project under "Projects web."
New projects are initially placed in the open stage, and it is the responsibility of the project manager to adjust the stages based on the project's progress.
The distinct stages include:
Open
Designing
Development
Quality Analysis
Delivered
Revisions
Maintenance
Support
Review
Ideal
Archive
Key points to remember:
Update the "Review" stage when the project concludes and we anticipate feedback from the client across platforms like HubSpot, G2crowd, and Trustpilot.
Set a project to "Ideal" status when there's been no client response for over two weeks.
"Archive" a project only after client review, allowing the operations team to archive the project and free up space.
Project managers should update the following fields in addition to the project stages within "Projects web":
Start date
Due date
Priority
Comments
Reviewed on/Ratings
Ticket link
Assignee
Service Rep
Communication channel
To access the project's Statement of Work (SOW), navigate to the left panel, find the project name, and click on it. The SOW is available in the description of the list, as detailed in the video above.
For task creation, click the plus sign, name the task according to requirements, and ensure it's assigned to the appropriate team. Accurate hour tracking is crucial for us to maintain and calculate ROI. Be diligent in monitoring this aspect to ensure accuracy.
Thank you for your attention to these essential project management steps. If you have any queries or need further clarification, please don't hesitate to reach out.