ClickUp Set Default Task Options

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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. But how true to the word is its claim? How well can it deliver when it comes to handling workflow? We’ll answer these and more in our full review right here.

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 Set Default Task Options

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? 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 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. For some, the increasing number of those may require more work to complete certain projects and achieve certain goals efficiently. 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.

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. Some of ClickUp’s notable tools include real-time collabs with fellow team members, shared task-setting, convenient productivity reporting, ready-made templates, and other handy customization assets, all on top of the usual tools such as task management, communication, and time tracking.

Another thing that makes ClickUp a solid pick for workplace activities is the flexible price range, including its free forever plan, which is among complete free packages as far as productivity platforms are concerned. 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 Set Default Task Options

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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 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 offers this compliance, but it is 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. This includes customizing dashboards according to personal preference and 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.
  • Its tools are easy to use, simple and convenient. This reduces the stress of trying to manage multiple productivity apps at once.
  • ClickUp’s plans are not as limited as those from other platforms, so if you’re looking to accommodate as many team members as possible or integrate with numerous third-party apps and services, you can do so no matter what plan you’re subscribed to.
  • Besides desktop access, ClickUp also offers a mobile app available on iOS and Android devices for inter-team collaborations and works on the go.

The Cons

  • Despite being filled to the brim with easy-to-use features, using ClickUp requires having to go through a steep learning curve – in the case of onboarding, for instance, it may take an extra bit of time for new teammates to navigate through all of its in-house tools and learn how to use them well.
  • As far as UI is concerned, ClickUp falls short in the field as some parts’ font and text sizes may be too small for some to read. Color layouts can also be a concern.
  • ClickUp 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. Some of its integrated tools are also not as intuitive as the platform’s counterparts. ClickUp Set Default Task Options

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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 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!

Free Forever

Among the platform’s greatest highlights, there’s no question needed as to why ClickUp’s Free Forever plan is placed in the category of the best free plans offered by any productivity software. 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. Nonetheless, the Free Forever plan is a solid pick for solopreneurs, project management newbies, and small-scale teams needing more budget.

Unlimited Plan

Like the free tier but don’t like the set guidelines that may impede your workflow? 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 Set Default Task Options

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. 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.

Business Plan

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.

The Business Plan also received upgrades that have been worth it, such as advanced dashboard customizations, next level automation, and improved public sharing. The Goal Folders feature allows you to compile and organize your project goals into separate folders, making it easy for safekeeping. If you pay yearly, the Business plan is only $12 per user per month.

Business Plus Upgrade

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

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. Marketed towards very large-scale teams and established businesses and corporations, it has no fixed plan – this means you will need to link up with ClickUp’s sales department first to forge a deal on how much you may need to pay.

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. 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 Set Default Task Options

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A Closer Look at ClickUp’s Features

Before we can explore the rest of ClickUp, let’s first examine its hierarchical structure. Nearly every typical productivity system consists of at least two things: a company and its projects. ClickUp 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.

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.

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. 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

The multitask toolbar appears when you click on one of the tasks in the ClickUp user interface. 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.

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

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.

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. That way, you’ll get a complete scope of how the rest of your team is doing, plus the assurance that your goals may be reached efficiently.

Customization Range

To continue where we left off from task viewing options, it’s worth noting that ClickUp knows a thing or two about making task management supremely convenient and less of a hassle to deal with. Its useful drag-and-drop feature has turned the process of reorganizing tasks into a piece of cake. You can drag and drop tasks to move the deadline to a later date or period.

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 Set Default Task Options

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. 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. You can see what your colleagues are doing in real time from the Whiteboard to Documents, just like Google’s work space. 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.

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.

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. 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.

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.

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. 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. The core tools for general time tracking management such as time billing, editing and timesheets will be covered. 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 Set Default Task Options

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The ClickUp Support System Bonus

Need 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.

It offers 24/7 customer support, which is available to all subscribers regardless of whether they are on a paid or unpaid 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. A dedicated team can help you set up your Workspace.

ClickUp allows you to explore a wide range of learning content that will help you use the platform. This includes the Demo package’s on-demand video tutorials and the Help Center’s rich documentation. ClickUp University offers courses and webinars that can help you and your team improve your work skills. ClickUp Set Default Task Options

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. 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. 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 Set Default Task Options

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 – 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. 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 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 – ClickUp and other software are great for group projects. Teamwork however has many tools that can be used to support client- and service-based interactions. You can also use some of the great features that you would expect from any PM program, as well as many other useful tools. Although it doesn’t have all the features ClickUp offers, Teamwork has a complete suite of products that can be used to enhance productivity. ClickUp Set Default Task Options
  • Asana – Some PM platforms, like ClickUp, may be inundated with too many features, and others may need to be more basic. They may be considered pointless. Asana strikes the perfect balance between power and simplicity making it an excellent choice for small to large teams. 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: 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?

ClickUp is a platform that provides a single-stop solution for project management. This makes ClickUp a great tool to help improve collaboration among colleagues, even if they are far away. 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. 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 Set Default Task Options

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.

Is ClickUp ideal for personal or solo use?

Though not the de-facto best platform for freelancers who deal with clients independently, ClickUp has enough tools that can be maximized 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! Yes! ClickUp offers an offline mode for coworkers who don’t have 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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