ClickUp/Monday.com/Wrike Smarter: 10 Advanced Features You Should Be Using
- Project Management Services
- Apr 4
- 3 min read
Updated: Apr 5
In today’s fast-paced work environment, project management tools like ClickUp, Monday.com, and Wrike are indispensable. However, many users barely scratch the surface of what these platforms offer. By unlocking advanced features, teams can streamline workflows, improve collaboration, and supercharge productivity.
In this article, we’ll explore ten lesser-known features that can transform how you manage projects, along with step-by-step guidance on implementation.
1. Automations: Work Smarter, Not Harder
Automation is a game-changer that minimizes repetitive tasks. ClickUp, Monday.com, and Wrike all offer robust automation capabilities, such as:
Auto-assigning tasks based on status changes.
Sending notifications when due dates are approaching.
Moving tasks between boards based on progress.
How to Implement:
Navigate to your automation settings.
Choose a trigger (e.g., task status changes).
Set an action (e.g., assign to a team member or update priority level).
Save and test your automation.
2. Custom Dashboards: Your Command Center
Dashboards provide a bird’s-eye view of your projects, giving you real-time insights into workload, progress, and team performance.
How to Implement:
Go to the "Dashboards" section of your platform.
Add widgets for task lists, Gantt charts, workload reports, or team performance.
Customize filters to highlight relevant data.
Save and share the dashboard with your team.
3. Custom Fields: Capture the Right Data
Custom fields allow you to track project-specific details beyond the default settings.
How to Implement:
Open a task or project view.
Select “Custom Fields” and choose from options like dropdowns, formulas, progress bars, or checkboxes.
Configure field permissions and visibility settings.
Use custom fields to categorize tasks and enhance reporting.
4. Time Tracking: Optimize Workloads
Built-in time tracking helps teams monitor productivity and analyze where effort is spent.
How to Implement:
Enable time tracking in your platform’s settings.
Start and stop timers directly on tasks.
Use reports to identify inefficiencies and optimize team workload.
5. Dependencies & Task Relationships: Prevent Bottlenecks
By defining dependencies, you ensure tasks flow in the correct sequence.
How to Implement:
Open a task and navigate to dependencies.
Link related tasks as “waiting on” or “blocking.”
Use Gantt charts to visualize dependencies and avoid scheduling conflicts.
6. Native & Third-Party Integrations: Centralize Your Work
Integrate tools like Slack, Google Drive, or Jira for seamless workflows.
How to Implement:
Go to the Integrations section in settings.
Choose the platform you want to connect.
Follow authentication steps and configure sync options.
7. Recurring Tasks: Automate Repetitive Work
Automate routine check-ins, reports, or follow-ups with recurring tasks.
How to Implement:
Open a task and select “Repeat” or “Recurrence.”
Set frequency (daily, weekly, monthly, or custom intervals).
Specify whether subtasks and comments should carry over.
8. Guest & Client Collaboration: Secure External Sharing
Share specific boards or tasks with clients while keeping internal data private.
How to Implement:
Navigate to “Guests” or “External Sharing” settings.
Set permissions (view-only, comment, edit access).
Share the invite link with your client.
9. Goal Tracking: Align Teams with Objectives
Track high-level business goals alongside projects to maintain strategic alignment.
How to Implement:
Go to the “Goals” module in your platform.
Create new goals with key milestones.
Assign ownership and set progress tracking metrics.
10. AI-Powered Features (Coming Soon)
AI-powered insights, auto-generated reports, and smart suggestions will soon redefine project management efficiency. Stay tuned for emerging features!
Why These Features Matter
Mastering these advanced features elevates your project management capabilities, enhances team efficiency, and drives business success. Yet, many teams struggle to implement them effectively.
Need expert guidance? I specialize in optimizing project management platforms for businesses of all sizes. Whether it’s automation setup, dashboard customization, or full-scale implementation, I can help you unlock the full potential of your PM tool.
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