ClickUp For Custom Task Views

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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. But how true to the word is its claim? How well can it deliver when it comes to handling workflow? These and other questions will be answered in our complete review.

Also, in this article, we’ll tackle other important factors you might want to consider before getting it, including the pricing levels, system support, and the pros and cons that could either make or break ClickUp. 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. To get a comprehensive overview of ClickUp, you may still want to check out our article below.

What is ClickUp? A Handy Overview ClickUp For Custom Task Views

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 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? Maybe MS Office or Google’s suite of tools could help you with that.

It’s not just the typical project management stuff that teams from all walks of life have to deal with. Communication is also important. While a few platforms include a chat function, many of them can be 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%.

ClickUp was founded over a decade ago. It has since grown to include more than 200,000 small and medium-sized 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. ClickUp offers many useful tools, such as real-time collaborations with team members, shared task setting, productivity reporting, templates and other customization options. This is in addition to the usual tools like task management, communication and time tracking.

ClickUp’s flexible pricing range makes it a great choice for workplace activities. ClickUp also offers a free forever plan which is one of the most affordable productivity platforms. ClickUp makes sure that every member of the team can access all of its most important features, unlike other apps which hide their best features behind paywalls. This makes it highly ideal for short-on-budget teams who work remotely. ClickUp For Custom Task Views

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Who Are the Ideal Teams for ClickUp?

As already reiterated, ClickUp has enough features and traits that make it feasibly possible for teams of all sizes, from small startups to large-scale enterprises. But, its overall nature has made it an especially ideal choice for

  • 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 who work in healthcare – Healthcare companies, no matter if they work remotely or not, must abide by the Health Insurance Portability and Accountability Act (HIPAA). ClickUp, thankfully, offers this compliance; however, it’s only limited to the enterprise plan.

What’s Good and What’s Not with ClickUp

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! 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 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. 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. 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 For Custom Task Views

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Breaking Down ClickUp’s Pricing Plans

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

Forever Free

ClickUp’s Free Forever Plan is one of the most outstanding features on the platform. Even though it’s an entry-level plan, you have unlimited access to tasks and can add unlimited team members to your workspace. ClickUp’s core features are also explored, including native video recording, whiteboards and time-tracking.

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

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. Other productivity platforms offer similar plans, but at a higher price. ClickUp For Custom Task Views

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. 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. The Business plan costs as low as $12 per user per month (if paid yearly).

Upgrade to Business Plus

Want to explore more with the Business Plan? The Business Plus upgrade is priced at $19 per member per year (annually), and unlocks all the features of the tier to maximize productivity within your team. You will also get additional automations allowances.

ClickUp’s team-sharing and KPI tracking features, as well as custom role creation, will be explored. ClickUp offers priority support. If you have any questions or requests, ClickUp will assist you as soon 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. You can also use multiple apps to sign on, including Google. There are also custom onboarding training available for new colleagues and a dedicated success manager who will ensure a positive and productive workplace. ClickUp For Custom Task Views

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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. A typical productivity system is composed of two things: a company or 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.

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. You will find the same functions you would expect from an e-mail platform such as Yahoo Mail or Gmail: the ability to mark and select as read, delete, and the ability to delete. Needless to say, it makes for a great feature for solo power users and managers who often handle a hefty load of tasks.

ClickUp’s multitask bar allows you to do many things with your tasks, just like any other e-mail service. 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

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 simplified the process to a huge extent – instead of taking up nearly an hour or more of your time, you need to type in whatever task you have in mind and wait for the platform to integrate the data into your workspace very shortly.

Regarding how you view your laid-out tasks, ClickUp has given you plenty of options to explore. It currently houses over 15 powerful views, from the calendar and boards to the more advanced views like the Gantt chart, mind map, map view, and workload. This will give you a full overview of the team’s performance and help you to set realistic goals.

Customization Range

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. 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. 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 For Custom Task Views

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.

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 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.

ClickUp Docs allows you to create and edit files using a few fonts, sizes and photos. You can also link your files with Workspace tasks through 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.

When your docs are ready, you have the option to share them either privately between your teammates or publicly with an automatically generated copy-paste link. ClickUp Docs also offers other useful features such as Focus Mode, which allows you to focus on the part you are working on without distractions and allowing you to look at page details including word count, approximate reading time, and estimated reading time.

Real-time Reporting and Goal Tracking

It is crucial to track the progress of projects and determine if any steps have been taken to achieve their goals. ClickUp’s customizable dashboard allows you to view all types of project indicators from one place. You have all the tools you need to know if your projects are on track for success, from the status of sprints and goals to the real-time graph showing how many tasks were completed by the team.

As far as reporting how well your general workspace is doing is concerned, you may be glad to know that ClickUp’s reporting section made it incredibly simple for you to do so, as with most of its other features. Apart from visually appealing graphs, ClickUp also offers automatic reporting tools like the Pulse section. Here you can see how many of your team members are online at any given time, Time Estimates and Team Points. You can also view reports about how many tasks each member completed in a particular period of time.

Time Management

Remote work is becoming more popular. This has led to a growing demand for time management apps that help team members track how much time they work each day, week, and month, even though they may be in different places. 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 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. 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 For Custom Task Views

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Bonus: The ClickUp Support System

Need assistance? ClickUp has nearly everything you may need to help you with them! Apart from being packed with many handy work management tools, ClickUp equally shines in providing its users with excellent customer support and learning resources.

It offers 24/7 customer support, which is available to all subscribers regardless of whether they are on a paid or unpaid plan. What’s nice about it is that you get plenty of support teams to choose from. For instance, if you have a question regarding the Enterprise plan, the Sales section is the place to be. Likewise, if you want help setting up your Workspace, there’s a dedicated team for that.

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. 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 For Custom Task Views

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.

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. 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 For Custom Task Views

Alternatives to ClickUp

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

  • Monday.com – From the looks of it alone, it’s no wonder that Monday.com is considered by many to be among the closest competition to ClickUp in terms of workload features, range of customization, integrations, and providing teammates with learning and onboarding resources. While it lacks in its free plan and wide range of tools, it sure does make up for its ease of set-up and use.
  • Smartsheet – Smartsheet offers teams the same caliber of project management tools as ClickUp, such as a reliable mobile app, multiple task-viewing options, and the ability to collaborate with teammates in real time. Smartsheet 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 For Custom Task Views
  • Asana – Some PM platforms, like ClickUp, may be inundated with too many features, and others may need to be more basic. They might be considered useless. Asana strikes the perfect balance between power and simplicity making it an excellent choice for small to large teams. With a cohesive mix of tools from task management to communication, Asana, on a base level, is great for beginners. Some aspects, such as full customization, require that you pay extra.

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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? How does it handle 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. But having a lot of tools can have downsides, such as the feeling of 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.

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 For Custom Task Views

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. Those who work solo for a living may enjoy ClickUp’s range of excellent project management tools the same way as small- or medium-sized companies do.

Is ClickUp available offline?

Yes! ClickUp does offer an Offline Mode option for teammates who want to work even without the presence of an internet connection. 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 is available on the platform’s web version, desktop program, and mobile app (Legacy 2.0).

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