SOP – Team Project Management / ClickUp Best Practices
- Time log notes must be added to every time entry. Just a short description of what you did.
- When you add time for a task, add the note from the time log into the comments also (just get into the habit of copy/pasting it). This way everyone knows the status of the task.
- If you need someone on the team to move a task along or for next steps if you need something from the team to complete a task, etc. make sure they are assigned to the task so it shows in their ClickUp queue.
- If you see a time estimate is going to go over, please notify management to ask for more time. This is important as in some cases we’re spending more time that we’ve budgeted for the month. We might need to ask clients for a budget increase, or to move projects around in the next month.
- When you contact a client about a specific task, please leave a comment in the task referring to this.