ClickUp Invoicing

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ClickUp is a cloud-based project management software primarily used for workplace-related engagements and interactions. 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? These and other questions will be answered in our complete review.

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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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 Invoicing

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 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? Go for Hubstaff or ActiveCollab. Do you want to share documents and presentations with your team? 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%.

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. This makes it highly ideal for short-on-budget teams who work remotely. ClickUp Invoicing

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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

  • 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.
  • Design and advertising teams – Feedback is an important aspect when it comes to working with teammates in the design and applied arts field, so ClickUp delivers that with seamless collaboration and communication features like chat and comment sharing.
  • Marketing and finance-focused businesses – Teams who specialize in marketing and finance may have a ball with ClickUp’s tracking and reporting features and other notable aspects such as goal-setting, account management, and collaboration within the team and with clients.
  • Teams working in healthcare – Healthcare companies must adhere to the Health Insurance Portability and Accountability Act. ClickUp offers this compliance, but it is limited to the enterprise plan.

ClickUp: What’s good and what’s not

ClickUp is a popular choice for productivity software online, with its simple, user-friendly offerings and packed pricing plans. 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. This includes customizing dashboards according to personal preference and 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. Its integrated tools may not be as intuitive as its counterparts. ClickUp Invoicing

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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. Let’s now take a closer look at ClickUp’s plans.

Forever Free

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.

Although the offerings seem appealing, there are limitations. For example, the monthly allowance of 100 automations and 100MB storage. The Free Forever plan is a good choice for solopreneurs and project managers who are just starting out.

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. Other productivity platforms offer similar plans, but at a higher price. ClickUp Invoicing

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. 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. Not only will you get an additional allowance for automations.

ClickUp’s team-sharing and KPI tracking features, as well as custom role creation, will be explored. As a bonus, you’re given priority support, so whenever you have inquiries and requests, ClickUp’s customer helpline will step in as quickly as possible.

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 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 Invoicing

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ClickUp’s Features: A Closer Look

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 takes it up a notch with a few structural adjustments, resulting in the creation of its distinct hierarchy of, in this order, Teams, Workspaces, Spaces (Projects), Folders, Lists, and Tasks.

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. These Spaces are essentially subprojects of the larger plan. The much-anticipated Tasks from the Lists section are finally here, each one assigned to a different member of the team.

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. 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. Needless to say, it makes for a great feature for solo power users and managers who often handle a hefty load of tasks.

Just like you would any e-mail service, ClickUp’s multitask toolbar allows you to do a variety of things with your chosen tasks. To make it easier, you can modify their status, add or remove assignees, change due dates and convert some tasks into subtasks.

Simplified Methodology for Managing and Viewing Tasks

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 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. 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. 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.

However, customization goes beyond the simple drag-and-drop and multitask toolbar tools with ClickUp. ClickApps is a section that gives the Workspace a more personal feel. It provides time-saving tools like automations, dependencies and sprints. These can all be integrated into your space. You can also create templates for your documents, checklists, folders and other tasks that you might use in the future. Zapier allows you to integrate with more than 1,000 apps and services, making it easy for you to have a productive work environment. ClickUp Invoicing

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.

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.

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 solves this by incorporating its version of Documents into the platform, enabling you and your team to hash out your plans together in one place without going 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. 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.

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

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 global timer allows teammates to enter their work hours, link their task and take notes. It doesn’t matter what device you use – ClickUp’s Chrome extension is free and you can record your time on your computer, your mobile phone or your laptop. ClickUp allows you to set the timer to start when you are done with your tasks. Or you can manually enter how many hours you will work each day. You’ll also explore the core tools that come with general time-tracking management, like time billing, editing, timesheets, and reporting. Do you have a different time-tracking app and would you like to transfer your data to ClickUp? Simply sync information between the two platforms. ClickUp Invoicing

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Bonus: The ClickUp Support System

In need of assistance? ClickUp has nearly everything you may need to help you with them! 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. For instance, if you have a question regarding the Enterprise plan, the Sales section is the place to be. A dedicated team can help you set up your Workspace.

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 Invoicing

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. 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.

ClickUp has many features. It’s no surprise that learning can be difficult, especially for people not familiar with remote project management. 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 Invoicing

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 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 – While ClickUp and the rest are collectively best for team projects, Teamwork has a slew of tools geared toward client- and service-based interactions. You can also use some of the great features that you would expect from any PM program, as well as many other useful tools. Although it doesn’t have all the features ClickUp offers, Teamwork has a complete suite of products that can be used to enhance productivity. ClickUp Invoicing
  • Asana – Some PM platforms like ClickUp may have too many features. Others may need to be simpler. They might be considered useless. Asana perfectly strikes the balance of power and simplicity, making it a strong option for teams of various sizes. With a cohesive mix of tools from task management to communication, Asana, on a base level, is great for beginners. However, some aspects require access beyond the paywall, like full-range customization.

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ClickUp: The Final Verdict

As we reach the end of our ClickUp review, let’s go full circle to the beginning and answer these questions: 1) How accurate is its claim to increase productivity rates? And 2) how well does it deliver when it comes to handling 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, it depends on your perspective, the software will do its best to handle multiple tasks, even if some aspects need improvement.

ClickUp is ClickUp worth the effort based on what we have learned so far. The final answer may be up to you, but it’s a yes for us in this case! If you’re especially a small start-up team or simply ready to transition to remote work, you may be glad to know that ClickUp has nearly all the tools you need to help achieve your future goals.

FAQ ClickUp Invoicing

What number of devices does ClickUp currently offer to download?

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.

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.

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. 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 can be found on the platform’s website, desktop program, or mobile app (Legacy2.0).

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