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! 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? 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!
Kurt Knows has a video review of ClickUp for those who like a visual experience. You can still read our article to get a complete overview of ClickUp.
What is ClickUp? A Handy Overview ClickUp Hipaa
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. How do you track your time? 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.
With that in mind, there are way too many productivity-based apps for teammates to keep up with, creating an oversupply of separate ecosystems. Some may find it more difficult to finish certain projects or achieve specific goals due to the increased number of apps. 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. 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. 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 Hipaa
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ClickUp: Who are the ideal teams?
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. Its overall design makes it an ideal choice for anyone.
- 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.
- 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.
- 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.
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.
- 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. 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 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.
- 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 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 Hipaa
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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 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!
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. 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.
You like the free tier, but you don’t want to follow the rules that could 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 Hipaa
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. 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.
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. Also included is the Goal Folders feature, which lets you compile and organize project goals into separate folders for easy 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.
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. 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 Hipaa
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ClickUp’s Features: A Closer Look
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.
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. 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.
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. 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. To make it easier, you can modify their status, add or remove assignees, change due dates and convert some tasks into subtasks.
A Simplified Approach to Managing and Viewing Tasks
On nearly most productivity apps, you would be expected to bear the weight of manually writing in your tasks and inputting them into your team calendar and goals everywhere you go. ClickUp has 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.
ClickUp is a great tool for task management. Its useful drag-and-drop feature has turned the process of reorganizing tasks into a piece of cake. 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 Hipaa
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. You can chat with your colleagues and catch up on tasks. These features are great, but they should not be relied upon. There are issues with the interface, and it is better to have backup comms in case of an emergency.
That aside, apart from the integrated communications tools, ClickUp’s also packed with smooth collaboration features up its sleeves. Like Google’s work suite, you can see whatever your teammates are working on in real-time from the Whiteboard to the Documents. Do you have any feedback? 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.
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.
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. Additionally, with ClickUp Docs, you can explore other useful features, such as turning on Focus Mode to let you focus on your part with no distractions and looking at the page’s details, including the word count and approximate reading time.
Real-time Reporting and Goal Tracking
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. 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.
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. 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.
The increasing trend of remote work has resulted in an increasing need for time management apps to help track how long team members work in a day, week, or month, despite staying in different locations. While there have been dedicated platforms for that, time management features are already part of ClickUp’s loaded package of offerings. Like the rest of the tools, its time tracking and reporting duties are designed to be just as convenient and simple.
The software’s global timer enables teammates to input their work hours, link their tasks, and add notes regardless of the type of device being used – you may record your time from your laptop, mobile phone, or from ClickUp’s free Chrome browser extension. ClickUp allows you to set the timer to start when you are done with your tasks. Or you can manually enter how many hours you will work each day. You’ll also explore the core tools that come with general time-tracking management, like time billing, editing, timesheets, and reporting. Have you used a separate time-tracking app before, and do you want to transfer data from there to ClickUp? Simply sync information between the two platforms. ClickUp Hipaa
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The ClickUp Support System Bonus
In need of 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.
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. 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 Hipaa
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.
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 Hipaa
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 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 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. Apart from the usual features you may expect from any PM software, and some great solutions can be used individually. Although it doesn’t have all the features ClickUp offers, Teamwork has a complete suite of products that can be used to enhance productivity. ClickUp Hipaa
- Asana – Some PM platforms like ClickUp may have too many features. Others may need to be simpler. They may be considered pointless. Asana perfectly strikes the balance of power and simplicity, making it a strong option for teams of various sizes. Asana is a great tool for beginners, offering a comprehensive mix of tools, from task management to communication. 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. 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.
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! ClickUp may be a good choice for you if you are a small team looking to move to remote work.
FAQ ClickUp Hipaa
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. 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.
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. 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! 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).