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! 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? How well can it deliver when it comes to handling workflow? 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!
For those of you who prefer a more visual experience, here is a video review from Kurt on his YouTube channel Kurt Knows. You can still read our article to get a complete overview of ClickUp.
What is ClickUp? A Handy Overview ClickUp Export To Csv
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. Time tracking management? Hubstaff and ActiveCollab are good options. Want to create documents and presentations for the rest of your team to see and share? 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!
Keep in mind that there are many productivity-based apps available for colleagues to use, creating an oversupply. 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. 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. 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 Export To Csv
ClickUp: Who are the ideal teams?
ClickUp is a great tool for small and large teams. But, its overall nature has made it an especially ideal choice for
- 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.
- Marketing and finance-focused businesses – Teams who specialize in marketing and finance may have a ball with ClickUp’s tracking and reporting features and other notable aspects such as goal-setting, account management, and collaboration within the team and with clients.
- 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. This statement might seem too good to be true. Keep reading to see if ClickUp can still stand on its own.
- 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 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.
- 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.
- 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. 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 Export To Csv
ClickUp’s pricing plans broken down
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. Let’s now take a closer look at ClickUp’s plans.
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. 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. Nonetheless, the Free Forever plan is a solid pick for solopreneurs, project management newbies, and small-scale teams needing more budget.
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 Export To Csv
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.
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. 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. Also included is the Goal Folders feature, which lets you compile and organize project goals into separate folders for easy safekeeping. If you pay yearly, the Business plan is only $12 per user per month.
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. Not only will you get an additional allowance for automations.
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.
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 Export To Csv
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 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. 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. All these, under the Spaces essentially, consist of subprojects that make up the grand scheme of the full plan. Lastly, the much-awaited Tasks from the Lists section, each assigned to different team members.
Let’s now get to the point.
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. 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.
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.
Simplified Methodology for 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.
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. This will give you a full overview of the team’s performance and help you to set realistic goals.
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. 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 Export To Csv
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. 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.
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 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.
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
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.
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 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. Do you have a different time-tracking app and would you like to transfer your data to ClickUp? You may do so by simply syncing info between both platforms. ClickUp Export To Csv
Bonus: The ClickUp Support System
In need of assistance? ClickUp has almost everything you need to assist you! Apart from being packed with many handy work management tools, ClickUp equally shines in providing its users with excellent customer support and learning resources.
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. For instance, if you have a question regarding the Enterprise plan, the Sales section is the place to be. A dedicated team can help you set up your Workspace.
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. ClickUp University offers courses and webinars that can help you and your team improve your work skills. ClickUp Export To Csv
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.
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.
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 Export To Csv
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. 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 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. 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 Export To Csv
- 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.
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.
ClickUp is ClickUp worth the effort based on what we have learned so far. The final answer may be up to you, but it’s a yes for us in this case! 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 Export To Csv
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. 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.
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 can be found on the platform’s website, desktop program, or mobile app (Legacy2.0).