ClickUp Epics

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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? These and other questions will be answered in our complete review.

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. To get a comprehensive overview of ClickUp, you may still want to check out our article below.

What is ClickUp? A Handy Overview ClickUp Epics

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. Time tracking management? Go for Hubstaff or ActiveCollab. 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.

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. 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. 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 Epics

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Who Are the Ideal Teams for ClickUp?

ClickUp is a great tool for small and large teams. Its overall design makes it an ideal choice for anyone.

  • ClickUp can be used by remote or home-based teams. This is great news for companies that have many different teams.
  • 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, thankfully, offers this compliance; however, it’s only 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.
  • 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 houses a diverse library of work management tools in one place as a means to further boost communication and engagement throughout 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

  • 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 may have already been blessed with an abundance of productivity features, but it sure does lack a few other important ones, such as post-project feedback. Some of its integrated tools are also not as intuitive as the platform’s counterparts. ClickUp Epics

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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 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!

Free Forever

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. You’ll also explore ClickUp’s jam-packed core features, such as real-time chat, whiteboards, time-tracking, and native video recording.

Although the offerings seem appealing, there are limitations. For example, the monthly allowance of 100 automations and 100MB 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. 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 Epics

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. 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

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.

The Business Plan also received upgrades that have been worth it, such as advanced dashboard customizations, next level automation, and improved 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.

Business Plus Upgrade

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. 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

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 Epics

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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.

After the Workspaces come next, a varying number of Spaces or work projects are assigned by the departments within the Team. Each Space branches to the Folders, which in turn branch to the Lists. All these, under the Spaces essentially, consist of subprojects that make up the grand scheme of the full 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

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

On nearly most productivity apps, you would be expected to bear the weight of manually writing in your tasks and inputting them into your team calendar and goals everywhere you go. 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.

ClickUp offers many options for how you see your tasks laid out. 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. That way, you’ll get a complete scope of how the rest of your team is doing, plus the assurance that your goals may be reached efficiently.

Customization range

ClickUp is a great tool for task management. The useful drag-and drop feature makes organizing tasks a breeze. 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.

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

Collaboration and Communication Tools

ClickUp makes it easy to communicate with your team and provides them with in-house tools that make it simple. Its e-mail service and chat feature allow you to interact with your fellow teammates without having to leave elsewhere, as you can do several things, such as catch up on your tasks and ask for special requests whenever necessary. 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. You can see what your colleagues are doing in real time from the Whiteboard to Documents, just like Google’s work space. Do you have any feedback? You can review your files and your team’s tasks, make suggestions, and even share them to others.

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. Why update your workflow in separate tabs when you can do it 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. 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. 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. 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. Like the rest of the tools, its time tracking and reporting duties are designed to be just as convenient and simple.

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 Epics

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Bonus: The ClickUp Support System

Need 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. 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. ClickUp University offers courses and webinars that can help you and your team improve your work skills. ClickUp Epics

ClickUp: What customers have to say about it

ClickUp’s extensive list of project management tools gives it an edge over other products, though some users may find the sheer number overwhelming. But, for what it’s worth, it has amassed a considerable following among the general public.

Most team leaders who have used ClickUp for work have been generally positive about their experiences navigating through it so far. 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.

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 Epics

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 – It’s obvious Monday.com is a close competitor to ClickUp. Monday.com offers many of the same features as ClickUp, including customization options, workflow capabilities, integrations and the ability to provide learning and onboarding resources to its teammates. 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 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. Although it doesn’t have all the features ClickUp offers, Teamwork has a complete suite of products that can be used to enhance productivity. ClickUp Epics
  • Asana – Some PM platforms like ClickUp may have too many features. Others may need to be simpler. They might be considered useless. Asana perfectly strikes the balance of power and simplicity, making it a strong option for teams of various sizes. Asana is a great tool for beginners, offering a comprehensive mix of tools, from task management to communication. However, some aspects require access beyond the paywall, like full-range customization.

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ClickUp: 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?

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.

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

FAQ ClickUp Epics

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

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! Yes! ClickUp offers an offline mode for coworkers who don’t have 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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