ClickUp Flowchart

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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! 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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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 Flowchart

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 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. 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.

Teams from all walks of the spectrum have to deal not only with project management. Communication also comes into play – while a select few platforms have a chat feature integrated within, most of them are downloaded separately. You can think of Slack and MS Teams or even Discord.

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

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.

Another thing that makes ClickUp a solid pick for workplace activities is the flexible price range, including its free forever plan, which is among complete free packages as far as productivity platforms are concerned. 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. This makes it highly ideal for short-on-budget teams who work remotely. ClickUp Flowchart

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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.
  • 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.
  • 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.

What’s Good and What’s Not with ClickUp

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

The pros

  • ClickUp is 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. 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.
  • Its tools are easy to use, simple and convenient. This reduces the stress of trying to manage multiple productivity apps at once.
  • 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. Color layouts can also be a concern.
  • ClickUp has many productivity features. However, it does not have the ability to provide post-project feedback. Some of its integrated tools are also not as intuitive as the platform’s counterparts. ClickUp Flowchart

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Breaking Down ClickUp’s Pricing Plans

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

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? 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 Flowchart

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.

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.

Upgrade to Business Plus

Explore more with the Business Plan The Business Plus upgrade, priced at the starting point of $19 per member per month (annually), unlocks the rest of the tier’s features for a maximized productivity experience within the 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 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 Flowchart

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

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

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. It is a wonderful feature for managers and solo power users who have to handle a lot 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. You can, for instance, change the status if they’re complete or not, modify the due dates, set assignees among your current teammates, and even convert some of them into sub-tasks to make the full goal less complicated.

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.

Regarding how you view your laid-out tasks, ClickUp has given you plenty of options to explore. ClickUp currently offers more than 15 views. These include the calendar, boards, mindmap, map view and workload. 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

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. 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 Flowchart

Collaboration and communication tools

Communication is key to a successful work project, and ClickUp provides you and your team with in-house features that deliver the aspect right on the spot. 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.

That aside, apart from the integrated communications tools, ClickUp’s also packed with smooth collaboration features up its sleeves. 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 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 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. This feature not only saves you time, but also helps you to be more productive.

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. 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.

ClickUp’s reporting section makes it easy to report on how your workspace is doing. 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. 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. 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 Flowchart

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Bonus: The ClickUp Support System

In need of 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.

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. 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 Flowchart

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 also appreciate how functional the free entry-level plan can be compared to other productivity programs and how worthwhile it is to upgrade to higher tiers, especially considering the price.

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. 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 Flowchart

Alternatives to ClickUp

ClickUp is a well-known productivity software that has earned a reputation for being the best. ClickUp’s recognition has been equaled by the following other work platforms. Each 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. 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. 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 Flowchart
  • Asana – Some PM platforms, like ClickUp, may be inundated with too many features, and others may need to be more basic. They may be considered pointless. Asana strikes the perfect balance between power and simplicity making it an excellent choice for small to large teams. With a cohesive mix of tools from task management to communication, Asana, on a base level, is great for beginners. However, some aspects require access beyond the paywall, like full-range customization.

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ClickUp: 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. However, having too many tools can lead to 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 Flowchart

What number of devices does ClickUp currently offer to download?

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! 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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