ClickUp And Xero

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ClickUp is a cloud-based, project management software that’s primarily used to manage workplace interactions and engagements. Its unique one-stop-shop design makes it stand out from the rest. ClickUp has all the tools you need to create meaningful projects in one easy-to use and accessible platform.

Yep, you heard it right! While other workplace apps have specific uses to fit particular needs, ClickUp aims to bring all of those things into one comprehensive system with the primary goal of increasing team productivity. But how true to the word is its claim? How well can it deliver when it comes to handling workflow? These and other questions will be answered in our complete review.

Also, in this article, we’ll tackle other important factors you might want to consider before getting it, including the pricing levels, system support, and the pros and cons that could either make or break ClickUp. Let’s begin!

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Kurt Knows has a video review of ClickUp for those who like a visual experience. To get a comprehensive overview of ClickUp, you may still want to check out our article below.

What is ClickUp? A Handy Overview ClickUp And Xero

Established in 2017 as one of the many up-and-coming tech startups at the time, the team behind ClickUp knew their aim: for the platform to be the ultimate go-to place for businesses and teams to work more productively. They realized that the current productivity system could be all over.

There are many project management tools available that can be difficult to track. For instance, Monday.com and Asana may be a better place to manage project-related tasks. How do you track your time? Go for Hubstaff or ActiveCollab. Do you want to share documents and presentations with your team? Maybe MS Office or Google’s suite of tools could help you with that.

It’s not just the typical project management stuff that teams from all walks of life have to deal with. Communication is also important. While a few platforms include a chat function, many of them can be downloaded separately. You can think of Slack and MS Teams or even Discord.

With that in mind, there are way too many productivity-based apps for teammates to keep up with, creating an oversupply of separate ecosystems. Some may find it more difficult to finish certain projects or achieve specific goals due to the increased number of apps. ClickUp recognizes the need to create a platform that provides all workplace solutions from one location. ClickUp also believes that it will help improve productivity by 20%.

ClickUp was founded over a decade ago. It has since grown to include more than 200,000 small and medium-sized businesses and companies. These teams use ClickUp because of its cost-saving features. This helps them save time and money. ClickUp offers many useful tools, such as real-time collaborations with team members, shared task setting, productivity reporting, templates and other customization options. This is in addition to the usual tools like task management, communication and time tracking.

ClickUp’s flexible pricing range makes it a great choice for workplace activities. ClickUp also offers a free forever plan which is one of the most affordable productivity platforms. While certain apps put their best features behind layers of paywalls, ClickUp ensures that all important tools are available for every teammate to use free of charge. This makes it highly ideal for short-on-budget teams who work remotely. ClickUp And Xero

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ClickUp: Who are the ideal teams?

As already reiterated, ClickUp has enough features and traits that make it feasibly possible for teams of all sizes, from small startups to large-scale enterprises. Its overall design makes it an ideal choice for anyone.

  • Teams who work remotely or from home – Since ClickUp is cloud-based, it is a great option for businesses whose teams often work apart from each other.
  • ClickUp has excellent tools for human resources departments. ClickUp includes reporting and storage tools. ClickUp also offers a performance tracker which is a must-have for any HR department.
  • ClickUp provides seamless collaboration and communication features such as chat and comment sharing for design and advertising teams.
  • ClickUp is a great tool for marketing and finance-focused companies. ClickUp’s reporting and tracking features are great for teams that specialize in marketing or finance.
  • Teams working in healthcare – Healthcare companies must adhere to the Health Insurance Portability and Accountability Act. ClickUp offers this compliance, but it is limited to the enterprise plan.

ClickUp: What’s good and what’s not

ClickUp is a popular choice for productivity software online, with its simple, user-friendly offerings and packed pricing plans. But, from the looks of it, this statement may be too good to be true, so keep reading if you want to check if ClickUp still has what it takes to stand on its own two legs.

The Pros

  • ClickUp is among a select few platforms with a fully functioning free plan, which includes some vital workflow features that may require access beyond the paywall for other productivity systems.
  • The system comes with many elite customization options that are suited to different industries. This includes customizing dashboards according to personal preference and the “Custom Fields” tool.
  • ClickUp provides a wide range of tools for work management that can be used to improve communication and engagement in the workplace. You can find everything from great real-time reporting to seamless collaboration options.
  • Most of its tools are simple, convenient, and easy to explore, lessening the burden of juggling many productivity apps in one sitting.
  • ClickUp’s plans are not as limited as those from other platforms, so if you’re looking to accommodate as many team members as possible or integrate with numerous third-party apps and services, you can do so no matter what plan you’re subscribed to.
  • ClickUp offers desktop access as well as a mobile app for iOS and Android that allows inter-team collaborations to take place while on the move.

The Cons

  • ClickUp is full of easy-to use features but it can be difficult for new colleagues to learn how to use them.
  • As far as UI is concerned, ClickUp falls short in the field as some parts’ font and text sizes may be too small for some to read. The color layouts may be of great concern as well.
  • ClickUp has many productivity features. However, it does not have the ability to provide post-project feedback. Its integrated tools may not be as intuitive as its counterparts. ClickUp And Xero

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Breaking Down ClickUp’s Pricing Plans

ClickUp offers four pricing plans to its users, with a sub-plan and upgrade tier for each. Each plan is suitable for different types of teams, depending on their size, manpower and availability of resources. Let’s now take a closer look at ClickUp’s plans.

Free Forever

ClickUp’s Free Forever Plan is one of the most outstanding features on the platform. Though an entry-level tier, you get access to unlimited tasks and add an unlimited number of team members to your workspace with no fuss. You’ll also explore ClickUp’s jam-packed core features, such as real-time chat, whiteboards, time-tracking, and native video recording.

While the lineup of offerings appears to be convincing, you have to keep in mind that some limitations have been put into place, like the allowance of only 100 automations per month and 100MB worth of storage. The Free Forever plan is a good choice for solopreneurs and project managers who are just starting out.

Unlimited Plan

You like the free tier, but you don’t want to follow the rules that could impede your workflow. ClickUp’s Unlimited plan offers many welcome upgrades and additional features at very affordable prices. Other productivity platforms offer similar plans, but at a higher price. ClickUp And Xero

For $5 per user per year (if you pay annually), you get all the core features of the Free Forever plan plus unlimited storage and app integrations. Unlimited dashboard creations are also possible. Advanced reporting tools and Goals & Portfolio are also available for a low price. Ideal for small-sized teams with an expanded client base and increasing resources, upgrading this plan from Free Forever requires a little money, making it valuable.

Business Plan

For teams who have expanded beyond the confines of a small space and are ready to take on new challenges, ClickUp’s Business Plan comes with a slew of features that deliver their increasing need for effective workplace resources. For instance, it has extra security features for teammates, such as two-factor authentication and single sign-on integrations with Google on top of the features from the two previous tiers combined.

The Business Plan also received upgrades that have been worth it, such as advanced dashboard customizations, next level automation, and improved public sharing. Also included is the Goal Folders feature, which lets you compile and organize project goals into separate folders for easy safekeeping. The Business plan costs as low as $12 per user per month (if paid yearly).

Business Plus Upgrade

Want to explore more with the Business Plan? The Business Plus upgrade is priced at $19 per member per year (annually), and unlocks all the features of the tier to maximize productivity within your team. You will also get additional automations allowances.

You’ll also explore ClickUp’s efficient KPI tracking tools, team-sharing features, and custom role creation. ClickUp offers priority support. If you have any questions or requests, ClickUp will assist you as soon as possible.

Enterprise Plan

ClickUp’s Enterprise Plan is the most comprehensive tier, offering more enterprise-grade features than all other plans. It is targeted at large-scale businesses and corporations as well as established businesses. There is no fixed price, so you’ll need to connect with ClickUp’s sales team to discuss the amount you might need.

The Enterprise tier offers advanced solutions like white labeling, unlimited custom role, advanced permissions and customized contract agreements with legal support. It also includes HIPAA compliance for healthcare team members. Other noteworthy deals include the ability to do single sign-on using multiple apps aside from Google, custom onboarding training for new teammates, and a dedicated success manager to ensure a highly productive and positive workplace. ClickUp And Xero

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A Closer Look at ClickUp’s Features

Before we go ahead and check out the rest of what ClickUp has to offer, it’s important to first look at its hierarchal structure. Nearly every typical productivity system consists of at least two things: a company and its projects. ClickUp takes it up a notch with a few structural adjustments, resulting in the creation of its distinct hierarchy of, in this order, Teams, Workspaces, Spaces (Projects), Folders, Lists, and Tasks.

Teams, in ClickUp terms, refer to the company or organization that handles all the tasks and assigns them to the employees or teammates. Usually, Teams are created by companies of various fields as just one entity, though there are rare cases in which some big groups handle multiple teams at once. From the Teams come the Workspaces, referred to as departments within the company.

The Workspaces are followed by a variety of Spaces, or work projects. These are assigned by departments within the Team. Each Space branches out to the Folders, which then branch out to the Lists. These Spaces are essentially subprojects of the larger plan. The much-anticipated Tasks from the Lists section are finally here, each one assigned to a different member of the team.

Now that we’ve got it dealt with let’s break down ClickUp’s integrated features and tools!

Multitask Toolbar

The multitask toolbar appears when you click on one of the tasks in the ClickUp user interface. It has the same old functions that you could expect from, say, a taskbar from any e-mail platform like Yahoo Mail or Gmail, such as the ability to select and mark as read, delete, etc. Needless to say, it makes for a great feature for solo power users and managers who often handle a hefty load of tasks.

ClickUp’s multitask bar allows you to do many things with your tasks, just like any other e-mail service. To make it easier, you can modify their status, add or remove assignees, change due dates and convert some tasks into subtasks.

A Simplified Approach to Managing and Viewing Tasks

Nearly all productivity apps require you to manually enter your tasks, and then inputting them in your team calendar and goals. ClickUp has made this process much easier. Instead of spending nearly an hour writing down your tasks and inputting them into your team calendar and goals, you can simply type the task you are interested in and wait for ClickUp to incorporate the data into your workspace.

Regarding how you view your laid-out tasks, ClickUp has given you plenty of options to explore. ClickUp currently offers more than 15 views. These include the calendar, boards, mindmap, map view and workload. This will give you a full overview of the team’s performance and help you to set realistic goals.

Customization Range

To continue where we left off from task viewing options, it’s worth noting that ClickUp knows a thing or two about making task management supremely convenient and less of a hassle to deal with. The useful drag-and drop feature makes organizing tasks a breeze. You can drag and drop tasks to move the deadline to a later date or period.

However, customization goes beyond the simple drag-and-drop and multitask toolbar tools with ClickUp. ClickApps is a section that gives the Workspace a more personal feel. It provides time-saving tools like automations, dependencies and sprints. These can all be integrated into your space. You can also create templates for your documents, checklists, folders and other tasks that you might use in the future. Zapier allows you to integrate with more than 1,000 apps and services, making it easy for you to have a productive work environment. ClickUp And Xero

Collaboration and communication tools

ClickUp makes it easy to communicate with your team and provides them with in-house tools that make it simple. You can chat with your colleagues and catch up on tasks. However, as good as these features may seem, it’s important to note that they shouldn’t be heavily relied on as there are some issues with the interface and that it’s better to have some comms backups on the ready in case something goes awry.

ClickUp is not only integrated with communication tools but also has smooth collaboration features. Like Google’s work suite, you can see whatever your teammates are working on in real-time from the Whiteboard to the Documents. Do you have any feedback? You can proof your files or your teammates’ tasks, assign comments for suggestions, and even share them with others so they can see what’s going on.

Documents

It is a great idea to have a place where you can share your ideas and goals. However, you will need to access them on different applications. ClickUp addresses this problem by integrating its version of Documents to the platform. This allows you and your team members to work together without having to go elsewhere.

ClickUp Docs allows you to create and edit files using a few fonts, sizes and photos. You can also link your files with Workspace tasks through widgets. You don’t need to update your workflow in different tabs. Instead, you can do it all within the editor. This feature not only saves you time, but also helps you to be more productive.

When your docs are ready, you have the option to share them either privately between your teammates or publicly with an automatically generated copy-paste link. Additionally, with ClickUp Docs, you can explore other useful features, such as turning on Focus Mode to let you focus on your part with no distractions and looking at the page’s details, including the word count and approximate reading time.

Real-time reporting and goal tracking

When handling projects, it’s crucial to keep track of their progress and see if anything is done to get close to their desired goal. ClickUp’s customizable dashboard allows you to view all types of project indicators from one place. You have all the tools you need to know if your projects are on track for success, from the status of sprints and goals to the real-time graph showing how many tasks were completed by the team.

ClickUp’s reporting section makes it easy to report on how your workspace is doing. Apart from visually appealing graphs, ClickUp also offers automatic reporting tools like the Pulse section. Here you can see how many of your team members are online at any given time, Time Estimates and Team Points. You can also view reports about how many tasks each member completed in a particular period of time.

Time Management

Remote work is becoming more popular. This has led to a growing demand for time management apps that help team members track how much time they work each day, week, and month, even though they may be in different places. There have been other platforms that offer time management, but ClickUp already offers them as part of its comprehensive package. Its time tracking and reporting functions are just like the rest of ClickUp’s tools.

The software’s global timer enables teammates to input their work hours, link their tasks, and add notes regardless of the type of device being used – you may record your time from your laptop, mobile phone, or from ClickUp’s free Chrome browser extension. ClickUp allows you to set the timer to start when you are done with your tasks. Or you can manually enter how many hours you will work each day. You’ll also explore the core tools that come with general time-tracking management, like time billing, editing, timesheets, and reporting. Have you used a separate time-tracking app before, and do you want to transfer data from there to ClickUp? You may do so by simply syncing info between both platforms. ClickUp And Xero

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Bonus: The ClickUp Support System

Need assistance? ClickUp has almost everything you need to assist you! ClickUp is not only packed with useful tools for managing work, but it also excels at providing excellent customer support and learning materials.

It offers 24/7 customer support, which is available to all subscribers regardless of whether they are on a paid or unpaid plan. What’s nice about it is that you get plenty of support teams to choose from. The Sales section, for example, is the best place to go if you have questions about the Enterprise plan. Likewise, if you want help setting up your Workspace, there’s a dedicated team for that.

Conversely, ClickUp lets you explore a vast library of learning content to guide you on how to use the platform, from the on-demand video tutorials in the Demo package to the information-rich documents found in its Help Center. Plus, if you and your team wish to upgrade your collective work skills to the next level, you can check out the courses and webinars offered by ClickUp University. ClickUp And Xero

What Customers Have to Say About ClickUp

ClickUp’s extensive list of project management tools gives it an edge over other products, though some users may find the sheer number overwhelming. It has a large following in the general public.

Most team leaders who have used ClickUp for work have been generally positive about their experiences navigating through it so far. They have lauded the platform for its limitless customization possibilities and how time-saving most of its interface and features are. They’ve also appreciated how fully functional its free entry-level plan is compared to other productivity software and how worth the upgrades to higher tiers can get considering the valuable price range.

Since ClickUp is loaded with many features, it’s already a given that the learning curve can be steep, especially for those not fully familiar with how remote project management works. With that in mind, they may need to allow themselves more time to get used to its inner workings, which the service thankfully catches up with a vast range of learning and onboarding material. In addition, ClickUp, like the rest, is not fully immune to criticism in terms of having a sometimes buggy web and mobile app interface, but other than that, most users do not see any concerning issues with it as a whole. ClickUp And Xero

Alternatives to ClickUp

ClickUp is a well-known productivity software that has earned a reputation for being the best. ClickUp’s recognition has been equaled by the following other work platforms. Each one has its own unique features and competitive aspects, but some aren’t as good as ClickUp.

  • Monday.com – From the looks of it alone, it’s no wonder that Monday.com is considered by many to be among the closest competition to ClickUp in terms of workload features, range of customization, integrations, and providing teammates with learning and onboarding resources. While it lacks in its free plan and wide range of tools, it sure does make up for its ease of set-up and use.
  • Smartsheet – Smartsheet offers teams the same caliber of project management tools as ClickUp, such as a reliable mobile app, multiple task-viewing options, and the ability to collaborate with teammates in real time. Smartsheet shines best when it comes to creating spreadsheet-adjacent project plans, making it a much better choice for detail-oriented teams that deal with a huge load of data and only sometimes for small-scale groups and freelancers.
  • Teamwork – ClickUp and other software are great for group projects. Teamwork however has many tools that can be used to support client- and service-based interactions. You can also use some of the great features that you would expect from any PM program, as well as many other useful tools. Though it may not have everything ClickUp has, Teamwork does offer a full suite of dedicated products for seamless productivity. ClickUp And Xero
  • Asana – Some PM platforms like ClickUp may have too many features. Others may need to be simpler. They may be considered pointless. Asana strikes the perfect balance between power and simplicity making it an excellent choice for small to large teams. With a cohesive mix of tools from task management to communication, Asana, on a base level, is great for beginners. However, some aspects require access beyond the paywall, like full-range customization.

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ClickUp for the Final Verdict

As we reach the end of our ClickUp review, let’s go full circle to the beginning and answer these questions: 1) How accurate is its claim to increase productivity rates? And 2) how well does it deliver when it comes to handling workflow?

Firstly, from how it executes its premise by being a one-stop platform for all project management needs, there’s no doubt that ClickUp has the potential to improve workflow among teammates, even while remote. However, having too many tools can lead to information overload. Second, depending on how you see it, the software does its best to tackle multiple tasks, even though a few of its aspects require improvement.

Based on everything we know so far, is ClickUp worth a try as the go-to software for you and your employers? Although the final decision is up to you, we believe it’s worth a try in this instance. ClickUp may be a good choice for you if you are a small team looking to move to remote work.

FAQ ClickUp And Xero

How many devices is ClickUp currently available to download on?

ClickUp offers a desktop version, as well as an app for Android and iOS that we have already developed. It can be downloaded on Windows, Mac and Linux. It also has a Chrome browser extension currently available on the Google Chrome web store, as well as availability through voice command services, namely Google Assistant and Amazon Alexa.

ClickUp is it suitable for solo or personal use?

Although ClickUp is not the best platform for freelancers working with clients on their own, it has enough tools to be useful even for personal use. ClickUp offers a wide range of project management tools that can be used by solo workers.

Is ClickUp available offline?

Yes! ClickUp does offer an Offline Mode option for teammates who want to work even without the presence of an internet connection. It allows you to view and create tasks, remind you of important dates, and look at your notes. However, some tools may not work if you aren’t connected online.

ClickUp’s Offline Mode feature can be found on the platform’s website, desktop program, or mobile app (Legacy2.0).

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