ClickUp CEO

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ClickUp is a cloud-based, project management software that’s primarily used to manage workplace interactions and engagements. Its one-stop-shop nature makes it stand out among the rest: it has all the tools needed to create impactful projects rolled into 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? 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 CEO

ClickUp was founded in 2017 as one the most promising tech startups of the moment. The team behind ClickUp understood their goal: to make ClickUp the best place for teams and businesses to work more productively. They realized that the current productivity system could be all over.

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. How do you track your time? Hubstaff and ActiveCollab are good options. Do you want to share documents and presentations with your team? Microsoft Office and Google’s suites of tools might help.

Teams from all walks of the spectrum have to deal not only with project management. Communication is also important. While a few platforms include a chat function, many of them can be 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. For some, the increasing number of those may require more work to complete certain projects and achieve certain goals efficiently. 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.

Though founded around half a decade ago, ClickUp has since then amassed a following of over 200,000 small- and medium-scale businesses and companies. One of the eye-catching reasons why these teams rely on the platform is its cost-cutting list of features, helping them save up extra time – and money – in the process. Some of ClickUp’s notable tools include real-time collabs with fellow team members, shared task-setting, convenient productivity reporting, ready-made templates, and other handy customization assets, all on top of the usual tools such as 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. ClickUp is ideal for remote teams with limited budgets. ClickUp CEO

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ClickUp: Who are the ideal teams?

ClickUp is a great tool for small and large teams. 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.
  • Design and advertising teams – Feedback is an important aspect when it comes to working with teammates in the design and applied arts field, so ClickUp delivers that with seamless collaboration and communication features like chat and comment sharing.
  • 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

From simple and convenient offerings to jam-packed pricing plans, it’s no wonder why ClickUp has become one of the top choices for the best productivity software on the internet, and a fan favorite, too! 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 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.
  • 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 houses a diverse library of work management tools in one place as a means to further boost communication and engagement throughout 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 don’t have the same limitations as other platforms. If you want to integrate with third-party apps or services or accommodate more team members, ClickUp has you covered.
  • 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

  • ClickUp is full of easy-to use features but it can be difficult for new colleagues to learn how to use them.
  • ClickUp is not the best in UI design. Some parts of ClickUp’s font and text sizes might be difficult to read for some users. Color layouts can also be a concern.
  • 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 CEO

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ClickUp’s pricing plans broken down

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. ClickUp’s core features are also explored, including native video recording, whiteboards and time-tracking.

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. 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? 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 CEO

For as low as $5 per user per month (if paid annually), you get the same core features from the Free Forever plan, plus unlimited storage and app integrations, unlimited dashboard creations, advanced reporting tools, and the Goals & Portfolio tool. 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

ClickUp’s Business Plan is for teams that have grown beyond their small spaces and are prepared to tackle new challenges. ClickUp’s Business Plan includes a host of features to meet the increasing demands of effective workplace resources. It includes extra security features such as double-factor authentication and single sign on integrations with Google for team members, in addition to the other features of the two previous tiers.

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. If you pay yearly, the Business plan is only $12 per user per month.

Upgrade to Business Plus

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.

ClickUp’s team-sharing and KPI tracking features, as well as custom role creation, will be explored. 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 includes advanced solutions such as white labeling, unlimited custom roles, advanced permissions, customized contract agreements complete with legal support, and HIPAA compliance for healthcare teams. 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 CEO

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ClickUp’s Features: A Closer Look

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 elevates it with some structural changes. ClickUp creates its own hierarchy consisting of Teams, Workspaces and Spaces (Projects), Folders Lists, Tasks, and Folders.

ClickUp defines a team as a company or organization that manages all tasks and assigns them the employees or their 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.

After the Workspaces come next, a varying number of Spaces or work projects are assigned by the 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.

Let’s now get to the point.

Multitask Toolbar

Once you step into the ClickUp user interface, you may notice the multitask toolbar, which appears if you click on one or multiple tasks on the list. 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.

Just like you would any e-mail service, ClickUp’s multitask toolbar allows you to do a variety of things with your chosen tasks. 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.

ClickUp offers many options for how you see your tasks laid out. 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. Its useful drag-and-drop feature has turned the process of reorganizing tasks into a piece of cake. For instance, if you wish to change the deadline to a later period and day, you may simply drag one of your existing tasks further right or left in the Calendar section.

However, customization goes beyond the simple drag-and-drop and multitask toolbar tools with ClickUp. Its ClickApps section, on the one hand, helps give the Workspace experience more life by supplying you with time-saving tools such as automations, dependencies, sprints, and more, all of which you can incorporate into your team’s space. On the other, you can have the option to create pre-made templates for your checklists, documents, folders, and the like that you may put into good use in the future, and, for a powered-up work environment, you can also integrate with over 1,000 apps and services – all made possible through Zapier. ClickUp CEO

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.

ClickUp is not only integrated with communication tools but also has smooth collaboration features. You can see what your colleagues are doing in real time from the Whiteboard to Documents, just like Google’s work space. 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

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 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. Not only does this feature save you time but also your effort – this is especially important if you have a lot of tasks in mind and don’t like to clutter up your productive routine.

Once your documents are complete, you can share them with your team members or publically using 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. To see how they play out as they happen, look no further than ClickUp’s customizable dashboard feature, which lets you navigate through different types of project indicators in one space. From the current status of project goals and sprints to a real-time graph indicating how many tasks have been completed within the team, rest assured that you have the right tools to determine if any of your projects are geared towards success or otherwise.

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. Aside from easily digestible visual graphs, the platform houses automatic reporting tools such as the Pulse section, where you get to view how many of your teammates are online at a specific time, Time Estimates, Team Points, and reports on how many tasks a teammate was able to complete in the day, month, or year.

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. Like the rest of the tools, its time tracking and reporting duties are designed to be just as convenient and simple.

The global timer allows teammates to enter their work hours, link their task and take notes. It doesn’t matter what device you use – ClickUp’s Chrome extension is free and you can record your time on your computer, your mobile phone or your laptop. 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 CEO

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Bonus: The ClickUp Support System

In need of assistance? ClickUp has nearly everything you may need to help you with them! ClickUp is not only packed with useful tools for managing work, but it also excels at providing excellent customer support and learning materials.

On the one hand, its 24/7 customer service section can be accessed at any time regardless if you’re signed to a paid or free plan. It’s great that there are many support teams available. 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.

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 CEO

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.

ClickUp has many features. It’s no surprise that learning can be difficult, especially for people not familiar with remote project management. 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. ClickUp is also subject to criticism for its mobile app and web interfaces that can sometimes be glitchy, but most users don’t see any problems with the service as a whole. ClickUp CEO

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 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. It makes up for what it lacks with its free plan and large range of tools.
  • Smartsheet – Smartsheet provides teams with the same quality project management tools that ClickUp offers, including a reliable mobile app and multiple task-viewing options. They also have the ability to share tasks with colleagues 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. Apart from the usual features you may expect from any PM software, and some great solutions can be used individually. Though it may not have everything ClickUp has, Teamwork does offer a full suite of dedicated products for seamless productivity. ClickUp CEO
  • 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 perfectly strikes the balance of power and simplicity, making it a strong option for teams of various sizes. 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

Let’s wrap up our ClickUp review and ask these questions: 1) Is it accurate in claiming that ClickUp will increase productivity? 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 CEO

How many devices is ClickUp currently available to download on?

Apart from the mobile app for Android and iOS, which we’ve tackled early on, ClickUp has a desktop version that you can download on Windows, Mac, and Linux computers. 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.

Is ClickUp ideal for personal or solo use?

Though not the de-facto best platform for freelancers who deal with clients independently, ClickUp has enough tools that can be maximized even for personal use. ClickUp offers a wide range of project management tools that can be used by solo workers.

Does ClickUp offer offline access?

Yes! Yes! ClickUp offers an offline mode for coworkers who don’t have 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 is available on the platform’s web version, desktop program, and mobile app (Legacy 2.0).

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