ClickUp And Zapier

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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.

You heard it! ClickUp is a workplace app that has specific uses and can be used to meet certain needs. ClickUp, however, aims to combine all these functions into one system with the primary goal to increase team productivity. How true is the claim? What is its performance when it comes to workflow management? We’ll answer these and more in our full review right here.

We’ll also discuss other factors that you should consider before purchasing ClickUp, such as the price levels and system support. Let’s begin!

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Kurt Knows has a video review of ClickUp for those who like a visual experience. You can still read our article to get a complete overview of ClickUp.

What is ClickUp? A Handy Overview ClickUp And Zapier

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 understood that the current productivity system might often be all over the place.

There are a lot of project management tools out there that may be hard to keep direct track of – for instance, if you’re looking for a place to deal with project-related tasks, look closer to Monday.com or Asana. Time tracking management? Go for Hubstaff or ActiveCollab. Want to create documents and presentations for the rest of your team to see and share? 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 also comes into play – while a select few platforms have a chat feature integrated within, most of them are downloaded separately. Think of Slack, MS Teams, and 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. The guys behind ClickUp understand the growing need for a platform that not just provides all workplace solutions in one place but also helps improve productivity rates by 20%, so that explains why they took it upon themselves and created it in the first place.

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. ClickUp makes sure that every member of the team can access all of its most important features, unlike other apps which hide their best features behind paywalls. ClickUp is ideal for remote teams with limited budgets. ClickUp And Zapier

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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.
  • Human resources departments – ClickUp is equipped with excellent management, reporting, and storage tools, including a performance tracker, which any company’s HR department must have.
  • 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 who work in healthcare – Healthcare companies, no matter if they work remotely or not, must abide by the Health Insurance Portability and Accountability Act (HIPAA). 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. This statement might seem too good to be true. Keep reading to see if ClickUp can still stand on its own.

The Pros

  • ClickUp is one of a few platforms that offers a fully functional free plan. This includes vital workflow features that are not available through the paywall.
  • It comes equipped with a wide range of elite customization options, each suited for teams from various industries. You can customize dashboards to your personal preferences using 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. It can range from excellent real-time reporting features to smooth 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.
  • Besides desktop access, ClickUp also offers a mobile app available on iOS and Android devices for inter-team collaborations and works on the go.

The Cons

  • Despite being filled to the brim with easy-to-use features, using ClickUp requires having to go through a steep learning curve – in the case of onboarding, for instance, it may take an extra bit of time for new teammates to navigate through all of its in-house tools and learn how to use them well.
  • 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 Zapier

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Breaking Down ClickUp’s Pricing Plans

ClickUp offers its potential users four pricing plans, including a sub-plan or upgrade tier for one of them. Each of these plans is suited for a diverse range of teams varied by size, manpower, and availability of resources. Without further ado, let’s take an in-depth look at ClickUp’s plans!

Forever Free

Among the platform’s greatest highlights, there’s no question needed as to why ClickUp’s Free Forever plan is placed in the category of the best free plans offered by any productivity software. Even though it’s an entry-level plan, you have unlimited access to tasks and can add unlimited team members to your workspace. ClickUp’s core features are also explored, including native video recording, whiteboards and time-tracking.

Although the offerings seem appealing, there are limitations. For example, the monthly allowance of 100 automations and 100MB storage. Nonetheless, the Free Forever plan is a solid pick for solopreneurs, project management newbies, and small-scale teams needing more budget.

Unlimited Plan

Like the free tier but don’t like the set guidelines that may impede your workflow? You may be glad that ClickUp’s Unlimited Plan offers plenty of welcoming upgrades and extra features at affordable rates. At the same time, other productivity platforms have plans similar to this but at higher price ranges. ClickUp And Zapier

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. This plan is ideal for small teams with a larger client base and more resources. However, upgrading from Free Forever will cost you a little extra, making it very 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.

Additionally, the Business Plan has seen worthy upgrades for some of ClickUp’s core features, including advanced dashboard customizations, next-level automation, and upgraded public sharing. The Goal Folders feature allows you to compile and organize your project goals into separate folders, making it easy for safekeeping. The Business plan costs as low as $12 per user per month (if paid yearly).

Upgrade to Business Plus

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. Not only will you get an additional allowance for automations.

You’ll also explore ClickUp’s efficient KPI tracking tools, team-sharing features, and custom role creation. As a bonus, you’re given priority support, so whenever you have inquiries and requests, ClickUp’s customer helpline will step in as quickly as possible.

Enterprise Plan

The Enterprise Plan is ClickUp’s most complete tier yet, packed with additional enterprise-grade features apart from all the combined tools covered by all the previous 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 Zapier

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A Closer Look at ClickUp’s Features

Before we can explore the rest of ClickUp, let’s first examine its hierarchical 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. Teams are usually created by companies from different fields. However, there are rare instances when large groups manage multiple teams simultaneously. The Workspaces are also known 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 to the Folders, which in turn branch to the Lists. These Spaces are essentially subprojects of the larger plan. Lastly, the much-awaited Tasks from the Lists section, each assigned to different team members.

Let’s now get to the point.

Multitask Toolbar

The multitask toolbar appears when you click on one of the tasks in the ClickUp user interface. You will find the same functions you would expect from an e-mail platform such as Yahoo Mail or Gmail: the ability to mark and select as read, delete, and the ability to delete. 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 simplified the process to a huge extent – instead of taking up nearly an hour or more of your time, you need to type in whatever task you have in mind and wait for the platform to integrate the data into your workspace very shortly.

Regarding how you view your laid-out tasks, ClickUp has given you plenty of options to explore. It currently houses over 15 powerful views, from the calendar and boards to the more advanced views like the Gantt chart, mind map, 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

ClickUp is a great tool for task management. 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.

ClickUp allows customization beyond drag-and-drop functionality and multitask bar tools. 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 Zapier

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. These features are great, but they should not be relied upon. There are issues with the interface, and it is better to have backup comms in case of an emergency.

That aside, apart from the integrated communications tools, ClickUp’s also packed with smooth collaboration features up its sleeves. Like Google’s work suite, you can see whatever your teammates are working on in real-time from the Whiteboard to the Documents. Have any feedback in mind? 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

Having an outlet where you can lay out the ideas and goals of your project is an excellent idea until you realize you would have to access it on separate applications. ClickUp solves this by incorporating its version of Documents into the platform, enabling you and your team to hash out your plans together in one place without going elsewhere.

More than creating and editing your files with a handful of fonts, sizes, and photos, ClickUp Docs lets you link them with your Workspace tasks seamlessly through the use of 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. ClickUp Docs also offers other useful features such as Focus Mode, which allows you to focus on the part you are working on without distractions and allowing you to look at page details including word count, approximate reading time, and estimated reading time.

Real-time Reporting and Goal Tracking

It is crucial to track the progress of projects and determine if any steps have been taken to achieve their goals. 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.

As far as reporting how well your general workspace is doing is concerned, you may be glad to know that ClickUp’s reporting section made it incredibly simple for you to do so, as with most of its other features. 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. While there have been dedicated platforms for that, time management features are already part of ClickUp’s loaded package of offerings. 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. You may opt to either start the timer as you get to your tasks or manually type in how many hours you’ll work in a day – no matter which way you prefer, ClickUp provides you with them. The core tools for general time tracking management such as time billing, editing and timesheets will be covered. Have you used a separate time-tracking app before, and do you want to transfer data from there to ClickUp? Simply sync information between the two platforms. ClickUp And Zapier

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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. It’s great that there are many support teams available. For instance, if you have a question regarding the Enterprise plan, the Sales section is the place to be. Likewise, if you want help setting up your Workspace, there’s a dedicated team for that.

ClickUp allows you to explore a wide range of learning content that will help you use the platform. This includes the Demo package’s on-demand video tutorials and the Help Center’s rich documentation. 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 Zapier

ClickUp: What customers have to say about it

ClickUp’s impressive list of project management tools has given it a cutting edge over the rest, although the number of those may be too overwhelming for some users who may just want to keep their fellow team members on track. But, for what it’s worth, it has amassed a considerable following among the general public.

ClickUp has been a popular tool for team leaders. They have generally been positive about the process of using it. The platform’s endless customization options and time-saving features have been praised by many team leaders. 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. ClickUp users may need to take more time to become familiar with its internal workings. The service has a lot of onboarding and learning 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 Zapier

Alternatives to ClickUp

ClickUp has made its mark as one of the best productivity software out there, and its level of recognition today has now equaled the following alternative work platforms below. Each of these has competitive features and aspects that make it unique; however, some things aren’t always on par with what ClickUp offers.

  • 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 excels when it comes creating spreadsheet-adjacent projects plans. This makes it an excellent choice for detail-oriented groups that have to deal with large amounts of data, as well as freelancers and small-scale groups.
  • Teamwork – While ClickUp and the rest are collectively best for team projects, Teamwork has a slew of tools geared toward 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 Zapier
  • Asana – Some PM platforms, like ClickUp, may be inundated with too many features, and others may need to be more basic. They might be considered useless. 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: 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?

ClickUp is a platform that provides a single-stop solution for project management. This makes ClickUp a great tool to help improve collaboration among colleagues, even if they are far away. But having a lot of tools can have downsides, such as the feeling of information overload. Second, it depends on your perspective, the software will do its best to handle multiple tasks, even if some aspects need improvement.

ClickUp is ClickUp worth the effort based on what we have learned so far. Although the final decision is up to you, we believe it’s worth a try in this instance. If you’re especially a small start-up team or simply ready to transition to remote work, you may be glad to know that ClickUp has nearly all the tools you need to help achieve your future goals.

FAQ ClickUp And Zapier

What number of devices does ClickUp currently offer to download?

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. You can also download the Chrome browser extension from Google Chrome.

Is ClickUp ideal for personal or solo 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. With it, you can create and view tasks, craft reminders, and take a look at notes; however, you may not be able to access some of its other tools unless you’re 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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