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Serve Scale Soar® Podcast

209: The Project Management Pivot: Why We Moved Away From ClickUp

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The Project Management Pivot: Why We Moved Away From ClickUp

Making The Shift To Asana In Search Of Simplicity And Functionality

Are you constantly on the hunt for the perfect project management software? You’re definitely not alone. Having a good project management tool is necessary for staying organized, ensuring all tasks are completed on time, and maintaining productivity. But with so many options available, the search for the perfect platform can be overwhelming. (Trust me.) And things can become even more overwhelming when your project management system just isn’t working for you anymore. Because if you don’t love your project management system, it’s going to be way harder for you to show up and actually use it.

In this post, we’ll explore the reasons why we moved away from ClickUp, the challenges faced, and the key features that made Asana the chosen platform.

Challenges with ClickUp:

We have been raving fans of ClickUp for the last 5 years. However, as the platform underwent changes and updates, we began encountering some challenges which included performance issues such as slow response times and software bugs. This led to frustration and loss of data. Then the introduction of ClickUp 3.0 just complicated matters with a new interface that was difficult to navigate and comprehend. We couldn’t find things and it just didn’t align with where we were. This led us to look at alternatives that would better suit our needs.

Exploring Alternatives:

In search of a new project management system, we explored ALL the options. Initially, we ventured into Notion, attracted by its customizable features, but soon realized as a creative it was a big time suck for me with its flexibility, and just wasn’t great for our team collaboration. Then we experimented with because we heard so many good things but encountered limitations in some key features that we were used to and didn’t want to give up like creating templates with subtasks, recurring tasks, and calendar view. These experiences reinforced the necessity for simplicity, robust features, and a user-friendly interface in a project management tool.

The Asana Advantage:

After wracking our brains and asking around, we finally turned to Asana, which I had previously used but abandoned in favor of ClickUp at the very start of my business. This time around, Asana’s simplicity, template task creation, integration with Google folders, and various views such as the convenient calendar view proved to be pivotal in our decision. Also, Asana’s ability to assign tasks, delegate responsibilities, and manage projects effortlessly through color-coded task categorization matched our essential requirements.

Embracing Simplicity:

The shift to Asana just made sense and aligned with our value of keeping things simple. With Asana, we finally found a platform that is user-friendly, providing a straightforward experience that suits our daily workflow. And it shows us the importance of a project management tool being a seamless part of the work process.


Finding the perfect project management software isn’t about jumping on the latest trend or succumbing to shiny object syndrome. It’s about understanding your needs, embracing simplicity, and finding a tool that complements your workflow seamlessly.

So, whether you’re a die-hard ClickUp fan or on the fence about your current project management solution, remember – the key to success lies in finding a tool that works for you, not against you.

Here’s A Glance Of The Episode: 

00:00 Brandi Mowles discusses switching project management software.

04:09 Why Notion didn’t work for us.

06:49 Don’t try to do too much, specialize.

11:43 Color-coordinated calendar view eases task management.

15:15 Key project management system features and encouragement.

Key Takeaways:

  1. Brandi shares the reasons behind switching from ClickUp after 5 years due to software issues and changes that affected efficiency and ease of navigation.
  2. She emphasized that listeners should only consider switching project management software if they are struggling with their current system or if their needs have changed.
  3. Brandi discusses trying out different project management tools including Notion,, and Asana, detailing the pros and cons of each.
  4. Attracted by the simplicity and features they required, Brandi and her team ultimately transitioned to Asana, finding it user-friendly and effective for task management.
  5. Asana’s customizable views, calendar view, automation, and reoccurring task capabilities were key factors in their decision to switch.
  6. Brandi appreciates Asana’s home dashboard, task views, and team organization, as well as the ability to color-coordinate and link to external folders.
  7. She emphasizes the importance of finding a project management system that suits individual needs, is easy to use, and prevents tasks from slipping through the cracks.
  8. Brandi encourages listeners to evaluate their current project management needs and use a software consistently to stay organized and efficient in their businesses.

and so much more. 

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Additional Resources


** This post may contain affiliate links which means I may receive a small commission at no additional cost to you if you use one of the links to purchase. This helps keep the podcast going and I only share products I have used, tested and love.”

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Meet Brandi

Brandi Mowles is the host of the Serve Scale Soar® podcast which is a podcast dedicated to helping service-based entrepreneurs scale their online business to five-figure months so they can soar into six-figure years. Brandi is a wife, mom and in less than one year, created a six-figure business. Now she is spilling all her secrets so you can too.

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