From Our Journey to YoursSharing insights, tips, and perspectives we've picked up along the way.
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Project management isn’t one-size-fits-all, and neither are our tools. We adapt our systems based on the needs of each client and the complexity of each project. Whether we’re building a full-scale curriculum or updating a single training module, the right tools help us keep things moving smoothly from kickoff to closeout. Here’s a behind-the-scenes look at the platforms and features we actually use every day—and why they work. 📅 For Timelines, Milestones & Task Tracking ClickUp It’s no secret: we LOVE ClickUp. We’ve been power users for over five years, and it’s still our go-to for everything from tracking project timelines and tasks to managing invoices and time logs. We basically live in Gantt view, and we have created a custom nested subtask templates for design, developement, project, management, and more. One of our favorite features? ClickUp Docs, which lets us keep notes, updates, and linked tasks all in one searchable, shared space. (More on that below!) Google Workspace We love so many of the tools in G Suite! Google Sheets are our go-to for flexible tracking, whether it’s mapping out project phases or tracking SME feedback. Calendar tasks help us stay aligned on weekly priorities, Drive houses all of our project documents, and now, with Tabs in Google Docs, organizing notes just got a major upgrade. Microsoft 365 For our clients who live in the Microsoft universe, we flex accordingly. We use Excel for tracking, Word for deliverables, and PowerPoint for project briefings and status decks. It’s reliable, familiar, and easy to navigate. 💬 For Real-Time Communication Slack It’s not an exaggeration to say we run on coffee and Slack. Beyond chat, we use Slack’s Canvas and Bookmarks to keep key project links and notes handy. It’s a fast, flexible hub that helps our team (and yours) stay aligned without the inbox overload. Microsoft Teams We’ve managed entire project suites through Teams, using channels and file storage to stay organized. While we prefer Zoom for video calls, Teams is a great all-in-one option for clients who want communication, file-sharing, and planning all in one place. 📝 For Notes & Documentation ClickUp Docs This is where ClickUp really shines. One of its best features is Docs. With clear formatting, easy linking, and real-time collaboration, Docs let us take meeting notes, draft outlines, and connect tasks, all in the same workspace. Better still, you can house your Docs within the same project list for quick access and visibility. And yes, they’re fully searchable. No more digging. Google Docs – Tabs Feature Google Docs recently rolled out Tabs, and they’re a total game-changer. You can now organize your notes within a single document by topic, date, or subteam—no more endless scrolls through old folders. It's especially helpful when working across complex projects or with multiple reviewers. Think of it like OneNote, but on a platform most people are already using. OneNote Last but certainly not least: OneNote. OneNote remains a powerhouse for capturing ideas, tagging key items, and syncing seamlessly with Outlook. If your team is fully in a Microsoft environment, this may be the best tool in your kit. That said, we’ve found it works best for internal teams, since external access can be a bit tricky. Want a demo of these tools in action? Want a full feature comparison or help choosing the right tool for your team? 📬 Email us or message us on LinkedIn!  We’d be happy to share more!
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Meet Catherine Beall, one of our incredible York & Yours contractors! With a passion for learning and development, Catherine partners with us to create engaging and effective training solutions. Read on to learn more about her expertise, insights, and a few fun facts!  For this first team member highlight, it makes sense to feature Catherine Beall. Catherine began contracting for York & Yours in 2022. At the time, she was actively building her instructional design skillset, getting ready for the big career leap from K-12 education to full-fledged instructional designer. She found Allie via LinkedIn and began making a more solid connection through the IDLance Slack community. Allie started by assigning small tasks to her - generating VO, making text edits to Rise courses, and other straightforward things. Through these trial opportunities, Catherine absolutely blew us away with her critical thinking, stellar organizational skills, attention to detail, and her ability to clearly communicate questions and project statuses. Catherine absorbed every bit of actionable feedback she was given. She showed that she was dependable, a quick learner, and consistently delivered incredibly high-quality work. Fast-forward to 2025. Catherine is a key player in most projects here at York & Yours. Because she and Allie have worked as a tight-knit team for nearly three years, she knows exactly the level of quality we aim for in learner and customer experience. She has an adventurous spirit and is always down for the roller coaster ride of whatever comes through York & Yours. She sits with Allie in the trenches of projects with challenging timelines and budgets and jointly works through problems as they balance the needs of the learner and the customer. Now that you can see why Catherine is truly awesome, let’s hear from her! We asked her to answer a few questions about herself, and to share some tips and tricks for the instructional design community!
You can learn more about Catherine by visiting her LinkedIn profile, or catching her in the IDLance Slack community!
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