I am a consulting professional with over 20 years of experience spanning business development, capital structuring and transaction banking. I have managed projects both individual and institutional. Needless to say, they needed something more robust than just an excel sheet.
Once I discovered ClickUp, I've used it for everything from creating a personal Life OS to a collaborative team workspace that untangles projects and manages your SOPs.
Using ClickUp's powerful Templates, Automations, Views and Filters I can: