ClickUp Sprint Planning

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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.

Yep, you heard it right! ClickUp is a workplace app that has specific uses and can be used to meet certain needs. ClickUp, however, aims to combine all these functions into one system with the primary goal to increase team productivity. But how true to the word is its claim? How well can it deliver when it comes to handling workflow? These and other questions will be answered in our complete review.

Also, in this article, we’ll tackle other important factors you might want to consider before getting it, including the pricing levels, system support, and the pros and cons that could either make or break ClickUp. Let’s begin!

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Kurt Knows has a video review of ClickUp for those who like a visual experience. To get a comprehensive overview of ClickUp, you may still want to check out our article below.

What is ClickUp? A Handy Overview ClickUp Sprint Planning

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 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? Microsoft Office and Google’s suites of tools might help.

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. Think of Slack, MS Teams, and even Discord!

Keep in mind that there are many productivity-based apps available for colleagues to use, creating an oversupply. Some may find it more difficult to finish certain projects or achieve specific goals due to the increased number of apps. ClickUp recognizes the need to create a platform that provides all workplace solutions from one location. ClickUp also believes that it will help improve productivity by 20%.

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.

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 Sprint Planning

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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. But, its overall nature has made it an especially ideal choice for

  • Teams who work remotely or from home – Since ClickUp is cloud-based, it is a great option for businesses whose teams often work apart from each other.
  • ClickUp has excellent tools for human resources departments. ClickUp includes reporting and storage tools. ClickUp also offers a performance tracker which is a must-have for any HR department.
  • ClickUp provides seamless collaboration and communication features such as chat and comment sharing for design and advertising teams.
  • 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, thankfully, offers this compliance; however, it’s only limited to the enterprise plan.

ClickUp: What’s good and what’s not

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. You can customize dashboards to your personal preferences using the “Custom Fields” tool.
  • ClickUp houses a diverse library of work management tools in one place as a means to further boost communication and engagement throughout the workplace. You can find everything from great real-time reporting to seamless collaboration options.
  • Most of its tools are simple, convenient, and easy to explore, lessening the burden of juggling many productivity apps in one sitting.
  • ClickUp’s plans are not as limited as those from other platforms, so if you’re looking to accommodate as many team members as possible or integrate with numerous third-party apps and services, you can do so no matter what plan you’re subscribed to.
  • 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

  • ClickUp is full of easy-to use features but it can be difficult for new colleagues to learn how to use them.
  • 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. The color layouts may be of great concern as well.
  • 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 Sprint Planning

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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!

Forever Free

ClickUp’s Free Forever Plan is one of the most outstanding features on the platform. Even though it’s an entry-level plan, you have unlimited access to tasks and can add unlimited team members to your workspace. ClickUp’s core features are also explored, including native video recording, whiteboards and time-tracking.

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? 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 Sprint Planning

For $5 per user per year (if you pay annually), you get all the core features of the Free Forever plan plus unlimited storage and app integrations. Unlimited dashboard creations are also possible. Advanced reporting tools and Goals & Portfolio are also available for a low price. Ideal for small-sized teams with an expanded client base and increasing resources, upgrading this plan from Free Forever requires a little money, making it valuable.

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. 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. If you pay yearly, the Business plan is only $12 per user per month.

Business Plus Upgrade

Want to 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.

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. 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. 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 Sprint Planning

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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 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.

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.

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 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.

ClickUp offers many options for how you see your tasks laid out. It currently houses over 15 powerful views, from the calendar and boards to the more advanced views like the Gantt chart, mind map, map view, and workload. This will give you a full overview of the team’s performance and help you to set realistic goals.

Customization range

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 Sprint Planning

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. 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.

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. 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. To see how they play out as they happen, look no further than ClickUp’s customizable dashboard feature, which lets you navigate through different types of project indicators in one space. You have all the tools you need to know if your projects are on track for success, from the status of sprints and goals to the real-time graph showing how many tasks were completed by the team.

ClickUp’s reporting section makes it easy to report on how your workspace is doing. Aside from easily digestible visual graphs, the platform houses automatic reporting tools such as the Pulse section, where you get to view how many of your teammates are online at a specific time, Time Estimates, Team Points, and reports on how many tasks a teammate was able to complete in the day, month, or year.

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. 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. 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 Sprint Planning

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The ClickUp Support System Bonus

In need of assistance? ClickUp has almost everything you need to assist you! Apart from being packed with many handy work management tools, ClickUp equally shines in providing its users with excellent customer support and learning resources.

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.

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 Sprint Planning

What Customers Have to Say About ClickUp

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 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 Sprint Planning

Alternatives to ClickUp

ClickUp is a well-known productivity software that has earned a reputation for being the best. ClickUp’s recognition has been equaled by the following other work platforms. Each 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 offers teams the same caliber of project management tools as ClickUp, such as a reliable mobile app, multiple task-viewing options, and the ability to collaborate with teammates in real time. Smartsheet shines best when it comes to creating spreadsheet-adjacent project plans, making it a much better choice for detail-oriented teams that deal with a huge load of data and only sometimes for small-scale groups and freelancers.
  • Teamwork – 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 Sprint Planning
  • 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 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. However, some aspects require access beyond the paywall, like full-range customization.

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ClickUp for 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?

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, depending on how you see it, the software does its best to tackle multiple tasks, even though a few of its aspects require improvement.

Based on everything we know so far, is ClickUp worth a try as the go-to software for you and your employers? Although the final decision is up to you, we believe it’s worth a try in this instance. If you’re especially a small start-up team or simply ready to transition to remote work, you may be glad to know that ClickUp has nearly all the tools you need to help achieve your future goals.

FAQ ClickUp Sprint Planning

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?

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! 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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