ClickUp is a cloud-based, project management software that’s primarily used to manage workplace interactions and engagements. Its unique one-stop-shop design makes it stand out from the rest. ClickUp has all the tools you need to create meaningful projects in one easy-to use and accessible platform.
You heard it! 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? What is its performance when it comes to workflow management? 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!
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 Soc 2
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. 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.
Keep in mind that there are many productivity-based apps available for colleagues to use, creating an oversupply. For some, the increasing number of those may require more work to complete certain projects and achieve certain goals efficiently. 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. 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 Soc 2
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. Its overall design makes it an ideal choice for anyone.
- ClickUp can be used by remote or home-based teams. This is great news for companies that have many different teams.
- Human resources departments – ClickUp is equipped with excellent management, reporting, and storage tools, including a performance tracker, which any company’s HR department must have.
- Design and advertising teams – Feedback is an important aspect when it comes to working with teammates in the design and applied arts field, so ClickUp delivers that with seamless collaboration and communication features like chat and comment sharing.
- ClickUp is a great tool for marketing and finance-focused companies. ClickUp’s reporting and tracking features are great for teams that specialize in marketing or finance.
- Teams 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. This statement might seem too good to be true. Keep reading to see if ClickUp can still stand on its own.
- 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. 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. It can range from excellent real-time reporting features to smooth 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.
- 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. Some of its integrated tools are also not as intuitive as the platform’s counterparts. ClickUp Soc 2
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 of these plans is suited for a diverse range of teams varied by size, manpower, and availability of resources. Let’s now take a closer look at ClickUp’s plans.
ClickUp’s Free Forever Plan is one of the most outstanding features on the platform. 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.
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. At the same time, other productivity platforms have plans similar to this but at higher price ranges. ClickUp Soc 2
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.
For teams who have expanded beyond the confines of a small space and are ready to take on new challenges, ClickUp’s Business Plan comes with a slew of features that deliver their increasing need for effective workplace resources. It includes extra security features such as double-factor authentication and single sign on integrations with Google for team members, in addition to the other features of the two previous tiers.
Additionally, the Business Plan has seen worthy upgrades for some of ClickUp’s core features, including advanced dashboard customizations, next-level automation, and upgraded public sharing. The Goal Folders feature allows you to compile and organize your project goals into separate folders, making it easy for safekeeping. The Business plan costs as low as $12 per user per month (if paid yearly).
Upgrade to Business Plus
Want to explore more with the Business Plan? The Business Plus upgrade is priced at $19 per member per year (annually), and unlocks all the features of the tier to maximize productivity within your team. You will also get additional automations allowances.
ClickUp’s team-sharing and KPI tracking features, as well as custom role creation, will be explored. 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. 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 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 Soc 2
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.
ClickUp defines a team as a company or organization that manages all tasks and assigns them the employees or their teammates. Teams are usually created by companies from different fields. However, there are rare instances when large groups manage multiple teams simultaneously. From the Teams come the Workspaces, referred to as departments within the company.
After the Workspaces come next, a varying number of Spaces or work projects are assigned by the departments within the Team. Each Space branches to the Folders, which in turn branch to the Lists. All these, under the Spaces essentially, consist of subprojects that make up the grand scheme of the full plan. The much-anticipated Tasks from the Lists section are finally here, each one assigned to a different member of the team.
Let’s now get to the point.
The multitask toolbar appears when you click on one of the tasks in the ClickUp user interface. 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.
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.
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.
However, customization goes beyond the simple drag-and-drop and multitask toolbar tools with ClickUp. Its ClickApps section, on the one hand, helps give the Workspace experience more life by supplying you with time-saving tools such as automations, dependencies, sprints, and more, all of which you can incorporate into your team’s 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 Soc 2
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. 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.
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.
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.
ClickUp Docs allows you to create and edit files using a few fonts, sizes and photos. You can also link your files with Workspace tasks through widgets. 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.
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. 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 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? You may do so by simply syncing info between both platforms. ClickUp Soc 2
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.
It offers 24/7 customer support, which is available to all subscribers regardless of whether they are on a paid or unpaid plan. What’s nice about it is that you get plenty of support teams to choose from. For instance, if you have a question regarding the Enterprise plan, the Sales section is the place to be. Likewise, if you want help setting up your Workspace, there’s a dedicated team for that.
Conversely, ClickUp lets you explore a vast library of learning content to guide you on how to use the platform, from the on-demand video tutorials in the Demo package to the information-rich documents found in its Help Center. ClickUp University offers courses and webinars that can help you and your team improve your work skills. ClickUp Soc 2
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.
Most team leaders who have used ClickUp for work have been generally positive about their experiences navigating through it so far. The platform’s endless customization options and time-saving features have been praised by many team leaders. They’ve also appreciated how fully functional its free entry-level plan is compared to other productivity software and how worth the upgrades to higher tiers can get considering the valuable price range.
Since ClickUp is loaded with many features, it’s already a given that the learning curve can be steep, especially for those not fully familiar with how remote project management works. With that in mind, they may need to allow themselves more time to get used to its inner workings, which the service thankfully catches up with a vast range of learning and onboarding material. 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 Soc 2
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. 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 – 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. Though it may not have everything ClickUp has, Teamwork does offer a full suite of dedicated products for seamless productivity. ClickUp Soc 2
- Asana – Some PM platforms, like ClickUp, may be inundated with too many features, and others may need to be more basic. They might be considered useless. Asana strikes the perfect balance between power and simplicity making it an excellent choice for small to large teams. Asana is a great tool for beginners, offering a comprehensive mix of tools, from task management to communication. However, some aspects require access beyond the paywall, like full-range customization.
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? 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. However, having too many tools can lead to information overload. Second, it depends on your perspective, the software will do its best to handle multiple tasks, even if some aspects need 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 Soc 2
How many devices is ClickUp currently available to download on?
ClickUp offers a desktop version, as well as an app for Android and iOS that we have already developed. It can be downloaded on Windows, Mac and Linux. You can also download the Chrome browser extension from Google Chrome.
ClickUp is it suitable for solo or personal use?
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. 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. 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).