ClickUp is a cloud-based, project management software that’s primarily used to manage workplace interactions and engagements. Its one-stop-shop nature makes it stand out among the rest: it has all the tools needed to create impactful projects rolled into one easy-to-use and accessible platform.
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. How true is the 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!
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 G2
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? 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. 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. These teams use ClickUp because of its cost-saving features. This helps them save time and money. 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.
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 G2
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Who Are the Ideal Teams for ClickUp?
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.
- ClickUp provides seamless collaboration and communication features such as chat and comment sharing for design and advertising teams.
- 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 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.
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. 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.
- 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 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.
- 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.
- ClickUp is not the best in UI design. Some parts of ClickUp’s font and text sizes might be difficult to read for some users. Color layouts can also be a concern.
- ClickUp 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. Its integrated tools may not be as intuitive as its counterparts. ClickUp G2
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ClickUp’s pricing plans broken down
ClickUp offers four pricing plans to its users, with a sub-plan and upgrade tier for each. Each plan is suitable for different types of teams, depending on their size, manpower and availability of resources. Let’s now take a closer look at ClickUp’s plans.
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. 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.
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. Other productivity platforms offer similar plans, but at a higher price. ClickUp G2
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. 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.
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. 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.
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
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.
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.
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 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 G2
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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. Usually, Teams are created by companies of various fields as just one entity, though there are rare cases in which some big groups handle multiple teams at once. 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 out to the Folders, which then branch out 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.
Now that we’ve got it dealt with let’s break down ClickUp’s integrated features and tools!
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. It is a wonderful feature for managers and solo power users who have to handle a lot 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.
A Simplified Approach to Managing and Viewing Tasks
Nearly all productivity apps require you to manually enter your tasks, and then inputting them in your team calendar and goals. ClickUp has simplified the process to a huge extent – instead of taking up nearly an hour or more of your time, you need to type in whatever task you have in mind and wait for the platform to integrate the data into your workspace very shortly.
ClickUp offers many options for how you see your tasks laid out. 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.
ClickUp is a great tool for task management. The useful drag-and drop feature makes organizing tasks a breeze. You can drag and drop tasks to move the deadline to a later date or period.
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 G2
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.
ClickUp is not only integrated with communication tools but also has smooth collaboration features. Like Google’s work suite, you can see whatever your teammates are working on in real-time from the Whiteboard to the Documents. Have any feedback in mind? You can review your files and your team’s tasks, make suggestions, and even share them to others.
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. 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. 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. 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. 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.
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. 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 G2
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The ClickUp Support System Bonus
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. It’s great that there are many support teams available. The Sales section, for example, is the best place to go if you have questions about the Enterprise plan. Likewise, if you want help setting up your Workspace, there’s a dedicated team for that.
ClickUp allows you to explore a wide range of learning content that will help you use the platform. This includes the Demo package’s on-demand video tutorials and the Help Center’s rich documentation. ClickUp University offers courses and webinars that can help you and your team improve your work skills. ClickUp G2
ClickUp: What customers have to say about it
ClickUp’s impressive list of project management tools has given it a cutting edge over the rest, although the number of those may be too overwhelming for some users who may just want to keep their fellow team members on track. 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. In addition, ClickUp, like the rest, is not fully immune to criticism in terms of having a sometimes buggy web and mobile app interface, but other than that, most users do not see any concerning issues with it as a whole. ClickUp G2
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. 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 – 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. Though it may not have everything ClickUp has, Teamwork does offer a full suite of dedicated products for seamless productivity. ClickUp G2
- 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 perfectly strikes the balance of power and simplicity, making it a strong option for teams of various sizes. With a cohesive mix of tools from task management to communication, Asana, on a base level, is great for beginners. However, some aspects require access beyond the paywall, like full-range customization.
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ClickUp: 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. However, having too many tools can lead to information overload. Second, depending on how you see it, the software does its best to tackle multiple tasks, even though a few of its aspects require improvement.
Based on everything we know so far, is ClickUp worth a try as the go-to software for you and your employers? Although the final decision is up to you, we believe it’s worth a try in this instance. 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 G2
How many devices is ClickUp currently available to download on?
Apart from the mobile app for Android and iOS, which we’ve tackled early on, ClickUp has a desktop version that you can download on Windows, Mac, and Linux computers. It also has a Chrome browser extension currently available on the Google Chrome web store, as well as availability through voice command services, namely Google Assistant and Amazon Alexa.
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! 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).