If you’re managing a team within your agency, wrangling multiple clients, or overseeing several projects, you know how crucial it is to track and measure team performance. Without clear guidelines and goals tasks can get delayed or overlooked and projects can go off the rails, this leads to unhappy team members and unhappy clients.
You need a project management tool that keeps everyone on the same page. A tool that shows who’s doing what, when something’s due, what progress is being made, and more. That’s why the DaSilva Life team uses ClickUp to track team performance internally, and why we recommend ClickUp to our clients, too!
Read on below or watch our video to see how we get it done with ClickUp.
First things first: if you’re using ClickUp for your agency regularly, you need to have assignees and due dates on all of your tasks. Yes, “use ClickUp's fields” seems like a ClickUp 101 tip, but you’d be surprised at how much of a difference this makes!
If you’re a project manager or team leader, this makes it so easy to check on your team members’ workloads. Any overdue tasks will show as such on a team member’s dashboard or calendar. If a task is missing an assignee or due date, it won’t show up on either, and can get lost in the shuffle. It also makes it harder to track progress and crunch your numbers accurately.
We recommend you do a task check-in weekly with your team, especially if they’re new. You can check in more often during the first 30 to 90 days if you like.
Here's a common pain point we see when clients come to us to get their ClickUp in shape. When it comes to managing projects a few tasks have been missing assignees and due dates, and important deliverables fell through the cracks, leading to confusion and delays in the project timeline. Team members ended up spending unnecessary time searching for these tasks instead of focusing on their priorities. The chaos created added stress, and it took them extra effort to get back on track.
This highlights how crucial it is to have those fields filled in. With assignees and due dates in place, project managers can easily monitor team members’ workloads and identify overdue tasks right from their dashboards. This visibility not only helps keep the team accountable but also streamlines communication and makes tracking progress much more manageable.
I always recommend conducting weekly task check-ins with the team, especially for those who are new, to ensure everyone is aligned and aware of their responsibilities. This proactive approach can prevent issues down the line and foster a culture of accountability and collaboration within the team.
We’ve talked about the beauty of ClickUp dashboards before. Basically, you can use ClickUp to customize a dashboard for a specific purpose or goal. Think of a ClickUp dashboard as your mission control center, showing you only the information you need to know at one time.
If you want to track your team’s performance better, you need a management dashboard in ClickUp. A management dashboard can show you stats like:
With this data, you can tell at a glance who’s handling most of the workload, who’s on time with their tasks, who’s falling behind, and which tasks might be slowing people down. ClickUp displays these details in numbers, pie charts, and tables, which is so useful for those weekly check-ins we talked about.
The Management Dashboard shown above is a ClickUp Dashboard that you can set up in just a few quick and easy steps! Simply head over to your dashboards, click on “Create New Dashboard,” and select the Team Reporting template. You’ll have a powerful reporting tool ready to go in no time!
Last but not least, you gotta make the most of key performance indicators, or KPIs, when using ClickUp to track team performance. KPIs are the ultimate method for measuring team productivity, with clear data points that track progress on your goals.
We like that KPIs can be customized for specific departments or purposes…like measuring your team’s productivity and output!
For example, let’s say you want to get 200 views on your YouTube videos per week. You assign this goal to one person on your team. In ClickUp, you’d set up a tracker to include details like:
The team member responsible for this goal would plug in the actual number of views achieved each week, and ClickUp takes care of the rest. If your views are down during a week where you don’t share a new video, they can jot that down in the notes.
KPI trackers in ClickUp offer a significant advantage for larger agencies by providing a comprehensive view of team performance and overall business health. While we previously discussed how to monitor individual workloads, using KPI trackers allows you to assess trends, identify areas for improvement, and make data-driven decisions across the entire organization.
For instance, a large agency can benefit from tracking KPIs such as project completion rates, client satisfaction scores, and employee productivity metrics. By aggregating this data, agency leaders can gain insights into how different teams are performing and how resources can be allocated more effectively.
In my experience, I’ve implemented KPI trackers for several agencies where we monitored metrics like sales conversions, lead generation rates, and customer retention. One agency found that by tracking their conversion rates on various campaigns, they could pinpoint which marketing strategies were most effective. This allowed them to focus their resources on high-performing channels, leading to a substantial increase in revenue.
Another use case is tracking team performance against established goals. For example, by setting KPIs related to project timelines and budgets, agencies can ensure that teams are meeting their targets and identifying any potential bottlenecks early on. This proactive approach not only helps improve accountability but also fosters a culture of continuous improvement as teams strive to meet and exceed their KPIs.
KPI trackers set your team members up for success and encourage transparency within your agency. Each team member can measure how they’re doing on their goals, and you can see when they’re performing well or what obstacles they’re coming up against.
ClickUp is a powerhouse when it comes to measuring your team’s performance and productivity. Take advantage of features like their KPI tracker and customizable Dashboards, and you’ll achieve your goals and boost efficiency in no time.
In case you want to save even more time and make the most of ClickUp immediately, try our KPI & OKR ClickUp Tracker template! It has all the tools and tutorials you need to begin tracking your team’s performance (and your business’s performance) right away. You get:
With our KPI &OKR ClickUp Tracker, you have your data and your tracking method in one convenient location. Forget using tons of documents, spreadsheets, and calculators across multiple platforms. It’s all in one place. You and your team get clear goals and clear paths to success along with it.
