ClickUp is a cloud-based project management software primarily used for workplace-related engagements and interactions. Its unique one-stop-shop design makes it stand out from the rest. ClickUp has all the tools you need to create meaningful projects in one easy-to use and accessible platform.
Yep, you heard it right! While other workplace apps have specific uses to fit particular needs, ClickUp aims to bring all of those things into one comprehensive system with the primary goal of increasing team productivity. How true is the claim? How well can it deliver when it comes to handling workflow? These and other questions will be answered in our complete review.
We’ll also discuss other factors that you should consider before purchasing ClickUp, such as the price levels and system support. Let’s begin!
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 How To Create A Task In ClickUp
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 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? Hubstaff and ActiveCollab are good options. Want to create documents and presentations for the rest of your team to see and share? 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!
With that in mind, there are way too many productivity-based apps for teammates to keep up with, creating an oversupply of separate ecosystems. 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. 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. 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. How To Create A Task In ClickUp
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ClickUp: Who are the ideal teams?
ClickUp is a great tool for small and large teams. Its overall design makes it an ideal choice for anyone.
- 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.
- 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 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, thankfully, offers this compliance; however, it’s only 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.
- 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.
- 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.
- 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. 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. How To Create A Task In ClickUp
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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 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!
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. You’ll also explore ClickUp’s jam-packed core features, such as real-time chat, whiteboards, time-tracking, and native video recording.
While the lineup of offerings appears to be convincing, you have to keep in mind that some limitations have been put into place, like the allowance of only 100 automations per month and 100MB worth of storage. The Free Forever plan is a good choice for solopreneurs and project managers who are just starting out.
You like the free tier, but you don’t want to follow the rules that could 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 To Create A Task In 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. This plan is ideal for small teams with a larger client base and more resources. However, upgrading from Free Forever will cost you a little extra, making it very valuable.
For teams who have expanded beyond the confines of a small space and are ready to take on new challenges, ClickUp’s Business Plan comes with a slew of features that deliver their increasing need for effective workplace resources. It includes extra security features such as double-factor authentication and single sign on integrations with Google for team members, in addition to the other features of the two previous tiers.
Additionally, the Business Plan has seen worthy upgrades for some of ClickUp’s core features, including advanced dashboard customizations, next-level automation, and upgraded public sharing. Also included is the Goal Folders feature, which lets you compile and organize project goals into separate folders for easy safekeeping. 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. 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. 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. How To Create A Task In ClickUp
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ClickUp’s Features: A Closer Look
Before we can explore the rest of ClickUp, let’s first examine its hierarchical structure. 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. 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.
Once you step into the ClickUp user interface, you may notice the multitask toolbar, which appears if you click on one or multiple tasks on the list. It has the same old functions that you could expect from, say, a taskbar from any e-mail platform like Yahoo Mail or Gmail, such as the ability to select and mark as read, delete, etc. Needless to say, it makes for a great feature for solo power users and managers who often handle a hefty load of tasks.
Just like you would any e-mail service, ClickUp’s multitask toolbar allows you to do a variety of things with your chosen tasks. To make it easier, you can modify their status, add or remove assignees, change due dates and convert some tasks into subtasks.
Simplified Methodology for Managing and Viewing Tasks
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. How To Create A Task In 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. Its e-mail service and chat feature allow you to interact with your fellow teammates without having to leave elsewhere, as you can do several things, such as catch up on your tasks and ask for special requests whenever necessary. 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.
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. This feature not only saves you time, but also helps you to be more productive.
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. 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.
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.
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 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. 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? You may do so by simply syncing info between both platforms. How To Create A Task In ClickUp
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Bonus: The ClickUp Support System
Need assistance? ClickUp has nearly everything you may need to help you with them! 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. How To Create A Task In 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. 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. They have lauded the platform for its limitless customization possibilities and how time-saving most of its interface and features are. They also appreciate how functional the free entry-level plan can be compared to other productivity programs and how worthwhile it is to upgrade to higher tiers, especially considering the price.
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. 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. How To Create A Task In ClickUp
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 of these has competitive features and aspects that make it unique; however, some things aren’t always on par with what ClickUp offers.
- Monday.com – From the looks of it alone, it’s no wonder that Monday.com is considered by many to be among the closest competition to ClickUp in terms of workload features, range of customization, integrations, and providing teammates with learning and onboarding resources. It makes up for what it lacks with its free plan and large range of tools.
- 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. How To Create A Task In ClickUp
- 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 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?
Firstly, from how it executes its premise by being a one-stop platform for all project management needs, there’s no doubt that ClickUp has the potential to improve workflow among teammates, even while remote. But having a lot of tools can have downsides, such as the feeling of information overload. Second, depending on how you see it, the software does its best to tackle multiple tasks, even though a few of its aspects require 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 To Create A Task In ClickUp
How many devices is ClickUp currently available to download on?
Apart from the mobile app for Android and iOS, which we’ve tackled early on, ClickUp has a desktop version that you can download on Windows, Mac, and Linux computers. 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?
Although ClickUp is not the best platform for freelancers working with clients on their own, it has enough tools to be useful even for personal use. Those who work solo for a living may enjoy ClickUp’s range of excellent project management tools the same way as small- or medium-sized companies do.
Does ClickUp offer offline access?
Yes! Yes! ClickUp offers an offline mode for coworkers who don’t have 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).