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ClickUp Implementation Management & Professional Services

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ClickUp Consulting Services
A photo of someone putting sticky notes on a table overlayed with the ClickUp 2023 Ruby Partner badge.

The Tuck Difference

ClickUp Consulting for Small Businesses

Tuck is a verified ClickUp Ruby Partner, meaning we are part of an exclusive group licensed to provide ClickUp-branded professional services. When you engage Tuck, you’re getting experienced project management professionals who passed a rigorous onboarding track and evaluation in front of ClickUp’s leadership team. Here’s how we can help out:

Implement ClickUp from Scratch

Optimize Your Existing ClickUp Environment

Provide Ongoing ClickUp Support

Visit the ClickUp Resource Library

Tuck implements repeatable processes with customized solutions for your small business. We execute a standard ClickUp-approved playbook for ClickUp services, which includes:

Business Discovery & Goalsetting

Business Process Mapping & Redesign

ClickUp Configuration

ClickUp Training (General Users & Administrators)

Post Go-Live Support or Transition to Ongoing Support

Project Management

Tuck ClickUp Consulting Services

ClickUp Implementation Services

Are you considering an investment in ClickUp? Tuck will set up your new environment to suit your team’s needs. Because our ClickUp consultants are project managers at heart, they pride themselves on building environments clients can scale, adapt, and templatize even after the Tuck engagement ends. We aim to empower end users so they can keep meeting business goals without hand-holding from us. A ClickUp implementation engagement with Tuck includes the following services:

Product Demo

Discovery Workshop

New Workflows, Views, & Dashboards

User Training

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ClickUp Optimization Services

Tuck ClickUp implementation managers can take your current environment to the next level. When your organization is growing rapidly, our team helps you play catch-up by refining existing automations, building new ones, and modifying workflows. As ClickUp professional services partners, we have an insider perspective on new features, and we get to test out beta features before they go into production. A ClickUp Optimization engagement with Tuck usually involves the following services:

Business Process Mapping

Collaborative Build Sessions

Improved Workflows, Views, & Dashboards

User Adoption Coaching

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ClickUp Managed Services

Since our ClickUp implementation managers get to test new features in a proprietary sandbox environment and receive ongoing training from ClickUp’s customer success team, why not let us run your ClickUp environment so you can focus on what you’re good at? We have a team of power users, and outsourcing ClickUp maintenance and development to our experts allows your employees to focus on getting their own work done, both on and off of the platform. For a flat monthly rate, Tuck will ensure that:

Existing Workflows & Automations Remain Operational

User Access is Properly Maintained

Documentation is Relevant

Minor Enhancements Are Delivered

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ClickUp FAQ: Will We Really “Save One Day Per Week”?

Can Tuck customize ClickUp workflows for the specific needs of my team?

ClickUp is a platform designed to support multiple industries and allows you to tailor your ClickUp Workspace according to what helps your team do their jobs better. With flexible automation software, our verified ClickUp experts will help you reduce time spent on repetitive tasks. 

Some examples of custom workflows we can create: 

  • Nonprofit Custom Workflows for: volunteer management, fundraising campaigns, resource and budget planning/allocation 
  • IT Services Custom Workflows for: software installations, IT service desk management, software deployment 
  • Healthcare Services Custom Workflows for: on-call schedule creation, patient admission, patient discharge
Can Tuck connect the applications that my team uses daily to ClickUp?

Yes. ClickUp integrates with over 1,000 tools including:

  • Slack
  • Webhooks
  • Hubspot
  • OneDrive
  • Google Drive
  • Dropbox
  • Outlook
  • Google Calendar
  • Figma
  • Sentry
  • Zoom
  • And many, many more
If I don’t use Tuck for ClickUp Implementation, can I still purchase Managed Services?

While it's recommended to use a verified ClickUp expert to set up your Workspace, it is not required. There could be additional implementation opportunities identified while completing our Managed Services, but they are not required.

Can Tuck templatize our processes?

Absolutely! The goal of working with Tuck's ClickUp experts is to create processes your team can repeat long after working with us.

What roles will my teams be expected to play in ClickUp?

Individual Contributors

Account Managers

PMs

Leadership

Clients

How do I track and ensure my team is using ClickUp as they should?

ClickUp has a ton of great features to help you track tool usage, engagement, and resource availability. For instance, as an admin, you can see every Full Member and Guest in your Workspace with some key details including what folders, lists, and tasks they have access to, the last time they logged in, and what permissions they have.

When ClickUp releases new features and updates, will my team need to be re-trained?

ClickUp has a tremendous free learning space where you can get certified and learn about all of the new features. While ClickUp is intuitive, we can provide you with a training as part of our managed services package if a major update comes out that you want to highlight for your teams.

What is the minimum commitment for managed services with Tuck?

Our standard managed services contract is a one year commitment. Consideration will be made for organizations that express interest in a shorter period.

What does ClickUp have that other project management tools don't?

ClickUp’s high level of customization and flexibility sets it apart from other market competitors. It aims to replace multiple tools, hence, reducing your tech stack. 

Does ClickUp have a free trial?

Absolutely. You can learn more about ClickUp free trials here. 

How can I get help implementing ClickUp for my business?

With Tuck’s team of certified ClickUp experts, we can get you up and running in no time. Schedule a call to talk ClickUp implementation consulting here. 

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