Maximizing your productivity as a UX writer with ClickUp

Photo by Eden Constantino on Unsplash

Working in UX is incredibly rewarding–you get to see first-hand how the work you do impacts the users and improves a product but the process is also very stressful. Working as a UX professional requires deep focus, juggling multiple projects, collaborating with different teams, and meeting deadlines, which is why it’s critical to stay organized. That’s why I’ve recently turned to ClickUp as my go-to productivity tool.

As a new UX writer for an LMS platform, I’ve found that ClickUp has been an invaluable tool for helping me get organized and stay on top of everything. It offers a range of features that make it easy for me to manage my work, from creating Spaces for different design projects and drafting microcopy for inbound tasks to managing my tasks with recurring reminders. I’ve even created a Space for my UX Reading List, which serves as a directory for books and articles related to UX writing, product design, Figma tutorials, accessibility design standards, and other resources.

In this blog post, I’ll cover everything from creating Spaces for different design projects to using the Doc feature to collaborate with your team on documentation.

Let’s start with, what is ClickUp.

ClickUp is a project management tool that allows you to manage your tasks and projects in one place. It’s designed to be customizable and flexible, so you can use it to manage any type of project or workflow. In full transparency, there is a little bit of a learning curve because ClickUp offers a lot, I mean, look at the photo below. It has a range of features, including task management, project management, whiteboard, time tracking, and like a bazillion more things, making it a great choice for UX designers.

Let me explain the ClickUp Hierarchy

ClickUp hierarchy organizes your tasks and projects in Workspaces, which are the highest level of organization in ClickUp. You can think of Workspaces as separate work environments. You might have a Workspace for your tasks and another for your work tasks, for example.

Within each Workspace, you can create Spaces. Spaces are like folders that help you organize your tasks within a Workspace. You might have a Space for a specific project or a Space for all of your ongoing design tasks.

Within each Space, you can create Lists. Lists are like checklists or to-do lists that help you break down your tasks into smaller, more manageable pieces. For example, you might have a List of all of the tasks related to creating wireframes for a specific project.

Finally, within each List, you can create Tasks. Tasks are the individual to-do items that make up your Lists. You can assign tasks to team members, set due dates, add subtasks, and more.

🤔 I hope that was easy to follow. You really just have to play around in ClickUp and it will all make sense to you.

Now that you have an understanding of what it is and how it works, here are some actionable tips for using ClickUp as a UX Designer

1. Create Spaces for different design projects — Use Spaces to organize all of your tasks and documents related to a specific design project. This makes it easy to see everything in one place and ensures that you don’t miss any important tasks.
2. Use recurring tasks for regular design tasks — For tasks you need to do regularly, such as conducting user testing or reviewing accessibility standards, set up recurring tasks in ClickUp. This will free up mental space and ensure that you don’t forget any important tasks.
3. Collaborate with your team using the Doc feature — Use the Doc feature in ClickUp to collaborate with your team on design documents. You can create a document within a task, share it with your team, and work on it together in real time.
4. Create a Space for meeting notes — Use ClickUp to keep track of meeting notes for team meetings and 1:1 meetings with your manager. This makes it easy to reference previous discussions and ensures that everyone is on the same page.
5. Use ClickUp integrations to streamline your workflow — ClickUp integrates with many other tools that you might use as a UX designer, such as Figma, Slack, and Google Drive. Explore the integrations available and see if there are any that can help streamline your workflow.

Photo by Tool., Inc on Unsplash

In addition to the features mentioned above, you can also use ClickUp’s Whiteboard feature to brainstorm and ideate with your team, and even sketch out wireframes and other design concepts. This is a super helpful tool for remote team meetings or when you need to quickly visualize an idea and share it with others. Plus, with the ability to collaborate in real time, everyone on the team can provide input and make changes on the fly.

These are just a few ways that I’ve been thinking of implementing ClickUp for my team, but I’m curious to hear from you. How do you think ClickUp would work for your team? Or is there another tool you’re currently using that works similarly to what I’ve recommended for ClickUp? Feel free to share your thoughts and experiences in the comments below!

If you’re looking for a powerful productivity tool to help you manage your work and personal life, I highly recommend giving ClickUp a try.