Tools & Support to Help IDs Thrive

Timelines, Milestones & Task Tracking Tools

ClickUp: Our go-to for everything from tracking project timelines and tasks to managing invoices and time logs.

Gantt view: Great for custom, nested subtask templates for design, development, project, management, and more. 

ClickUp Docs: Lets you keep notes, updates, and linked tasks all in one searchable, shared space. 

Google Workspace: 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. Google 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.

Notes and Documentation Tools

​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: This feature lets you organize your notes within a single document by topic, date, or sub-team. 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: 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.

Real-Time Communication Tools

​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 option for clients who want communication, file-sharing, and planning. all in one place.

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