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? What is its performance when it comes to workflow management? We’ll answer these and more in our full review right here.
We’ll also discuss other factors that you should consider before purchasing ClickUp, such as the price levels and system support. Let’s begin!
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 How Do You Set Up Quickswitch ClickUp
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 many project management tools available that can be difficult to track. For instance, Monday.com and Asana may be a better place to manage project-related tasks. Time tracking management? 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.
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. 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. 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. One of the eye-catching reasons why these teams rely on the platform is its cost-cutting list of features, helping them save up extra time – and money – in the process. 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. How Do You Set Up Quickswitch ClickUp
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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.
- Human resources departments – ClickUp is equipped with excellent management, reporting, and storage tools, including a performance tracker, which any company’s HR department must have.
- ClickUp provides seamless collaboration and communication features such as chat and comment sharing for design and advertising teams.
- Marketing and finance-focused businesses – Teams who specialize in marketing and finance may have a ball with ClickUp’s tracking and reporting features and other notable aspects such as goal-setting, account management, and collaboration within the team and with clients.
- Teams 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
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.
- 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.
- 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 houses a diverse library of work management tools in one place as a means to further boost communication and engagement throughout the workplace. It can range from excellent real-time reporting features to smooth collaboration options.
- Most of its tools are simple, convenient, and easy to explore, lessening the burden of juggling many productivity apps in one sitting.
- ClickUp’s plans don’t have the same limitations as other platforms. If you want to integrate with third-party apps or services or accommodate more team members, ClickUp has you covered.
- Besides desktop access, ClickUp also offers a mobile app available on iOS and Android devices for inter-team collaborations and works on the go.
- ClickUp is full of easy-to use features but it can be difficult for new colleagues to learn how to use them.
- 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. 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. Some of its integrated tools are also not as intuitive as the platform’s counterparts. How Do You Set Up Quickswitch ClickUp
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Breaking Down ClickUp’s Pricing Plans
ClickUp offers its potential users four pricing plans, including a sub-plan or upgrade tier for one of them. Each plan is suitable for different types of teams, depending on their size, manpower and availability of resources. Without further ado, let’s take an in-depth look at ClickUp’s plans!
Among the platform’s greatest highlights, there’s no question needed as to why ClickUp’s Free Forever plan is placed in the category of the best free plans offered by any productivity software. Though an entry-level tier, you get access to unlimited tasks and add an unlimited number of team members to your workspace with no fuss. You’ll also explore ClickUp’s jam-packed core features, such as real-time chat, whiteboards, time-tracking, and native video recording.
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.
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. How Do You Set Up Quickswitch ClickUp
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.
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. 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.
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. The Business plan costs as low as $12 per user per month (if paid yearly).
Business Plus Upgrade
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.
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. How Do You Set Up Quickswitch ClickUp
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ClickUp’s Features: A Closer Look
Before we go ahead and check out the rest of what ClickUp has to offer, it’s important to first look at its hierarchal structure. A typical productivity system is composed of two things: a company or 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. 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.
After the Workspaces come next, a varying number of Spaces or work projects are assigned by the 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. Lastly, the much-awaited Tasks from the Lists section, each assigned to different team members.
Now that we’ve got it dealt with let’s break down ClickUp’s integrated features and tools!
Once you step into the ClickUp user interface, you may notice the multitask toolbar, which appears if you click on one or multiple tasks on the list. You will find the same functions you would expect from an e-mail platform such as Yahoo Mail or Gmail: the ability to mark and select as read, delete, and the ability to delete. It is a wonderful feature for managers and solo power users who have to handle a lot of tasks.
Just like you would any e-mail service, ClickUp’s multitask toolbar allows you to do a variety of things with your chosen tasks. 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.
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. It currently houses over 15 powerful views, from the calendar and boards to the more advanced views like the Gantt chart, mind map, map view, and workload. This will give you a full overview of the team’s performance and help you to set realistic goals.
ClickUp is a great tool for task management. Its useful drag-and-drop feature has turned the process of reorganizing tasks into a piece of cake. 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. 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. On the other, you can have the option to create pre-made templates for your checklists, documents, folders, and the like that you may put into good use in the future, and, for a powered-up work environment, you can also integrate with over 1,000 apps and services – all made possible through Zapier. How Do You Set Up Quickswitch ClickUp
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.
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.
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. 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.
When your docs are ready, you have the option to share them either privately between your teammates or publicly with an automatically generated copy-paste link. ClickUp Docs also offers other useful features such as Focus Mode, which allows you to focus on the part you are working on without distractions and allowing you to look at page details including word count, approximate reading time, and estimated 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. 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.
As far as reporting how well your general workspace is doing is concerned, you may be glad to know that ClickUp’s reporting section made it incredibly simple for you to do so, as with most of its other features. Aside from easily digestible visual graphs, the platform houses automatic reporting tools such as the Pulse section, where you get to view how many of your teammates are online at a specific time, Time Estimates, Team Points, and reports on how many tasks a teammate was able to complete in the day, month, or year.
The increasing trend of remote work has resulted in an increasing need for time management apps to help track how long team members work in a day, week, or month, despite staying in different locations. While there have been dedicated platforms for that, time management features are already part of ClickUp’s loaded package of offerings. Like the rest of the tools, its time tracking and reporting duties are designed to be just as convenient and simple.
The software’s global timer enables teammates to input their work hours, link their tasks, and add notes regardless of the type of device being used – you may record your time from your laptop, mobile phone, or from ClickUp’s free Chrome browser extension. You may opt to either start the timer as you get to your tasks or manually type in how many hours you’ll work in a day – no matter which way you prefer, ClickUp provides you with them. 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. How Do You Set Up Quickswitch ClickUp
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The ClickUp Support System Bonus
Need 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. 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. How Do You Set Up Quickswitch ClickUp
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. But, for what it’s worth, it has amassed a considerable following among 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. 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. How Do You Set Up Quickswitch ClickUp
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 offers teams the same caliber of project management tools as ClickUp, such as a reliable mobile app, multiple task-viewing options, and the ability to collaborate with teammates in real time. Smartsheet excels when it comes creating spreadsheet-adjacent projects plans. This makes it an excellent choice for detail-oriented groups that have to deal with large amounts of data, as well as freelancers and small-scale groups.
- Teamwork – While ClickUp and the rest are collectively best for team projects, Teamwork has a slew of tools geared toward client- and service-based interactions. Apart from the usual features you may expect from any PM software, and some great solutions can be used individually. Though it may not have everything ClickUp has, Teamwork does offer a full suite of dedicated products for seamless productivity. How Do You Set Up Quickswitch ClickUp
- 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. 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: 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. The final answer may be up to you, but it’s a yes for us in this case! ClickUp may be a good choice for you if you are a small team looking to move to remote work.
FAQ How Do You Set Up Quickswitch ClickUp
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.
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. With it, you can create and view tasks, craft reminders, and take a look at notes; however, you may not be able to access some of its other tools unless you’re connected online.
ClickUp’s Offline Mode feature can be found on the platform’s website, desktop program, or mobile app (Legacy2.0).