As an entrepreneur, I perceive it might be tough to trace and handle a number of initiatives and duties. I’ve been there – struggling to handle duties, streamline processes, and observe the progress of various initiatives.
My crew and I used totally different options, together with Teamline, Clockify, and Trello. However we discovered it difficult to maintain issues organized and see the larger image in a single view.
That’s when certainly one of my crew members really helpful that we attempt ClickUp, and it modified the best way our group functioned. I’ll inform you how – in my ClickUp overview.
Having examined and used ClickUp for over two years now, I can say that it’s an all-in-one undertaking administration platform each crew wants. You possibly can see progress boards like Trello, assign and handle duties like on Teamline, and observe time spent on totally different duties and initiatives like on Clockify.
Although onboarding took some time, and we’re nonetheless studying methods to use its customization and automation choices, ClickUp has made our work processes extra environment friendly.
Learn on to study extra about my experiences with this platform. My overview of ClickUp will assist you to resolve whether or not or not it will likely be the fitting match to your group.
What’s ClickUp?
ClickUp is a cloud-based collaboration and undertaking administration platform that helps you handle your whole work in a single place. This consists of organizing and assigning duties, managing workflow, paperwork, communication, objectives, and reporting.
Although my crew and I primarily use ClickUp for undertaking administration and collaboration, it additionally provides options designed for product improvement, gross sales, advertising and marketing, finance, and HR groups.
On this ClickUp overview, we’ll majorly focus on its undertaking administration options.
What’s ClickUp Used For?
ClickUp is a undertaking administration device that may assist you to streamline your workflow, enhance collaboration and communication, and improve the general effectivity of your crew.
A number of the most typical makes use of of ClickUp embody:
General, ClickUp is a flexible device. Whether or not you’re a freelancer who desires to handle consumer work otherwise you run a small enterprise with a number of departments, it could assist you to handle work successfully.
What Are the Professionals and Cons of ClickUp?
ClickUp strikes a steadiness between offering the fitting variety of options and holding it reasonably priced for people and small companies. Studying to make use of ClickUp to the most effective of its capabilities may be robust and require your effort and time, at the least, initially.
Let me assist you to analyze its benefits and drawbacks intimately.
ClickUp’s Professionals
Let’s begin with discussing issues that ClickUp is sweet at – resembling its freemium options, customization capabilities, “All the pieces” view, and real-time reporting.
1. An Spectacular Free Endlessly Plan
We’re utilizing ClickUp’s Marketing strategy however I have to say, they’ve a genuinely spectacular Free Endlessly plan.
Not like many different SaaS merchandise, ClickUp’s free model would not limit the variety of customers and the variety of duties you possibly can create. You possibly can entry most of its options with the freemium model.
ClickUp’s Free Endlessly plan options embody:
- Limitless crew members
- Limitless duties
- All the pieces view
- Checklist, Board, Calendar, Desk views
- Collaborative Docs
- Time monitoring
- Customized Statuses
- 3 Whiteboards
- 100 Customized fields
- 100 Thoughts Maps
- 100 Gantt Charts
- 100 automation/month
- A number of assignees
- Job checklists
- Dependencies
- Priorities
- Assign feedback
- 50+ native integrations
- Two-factor authentication
It provides one of the feature-rich free plan we examined. It locks only a few options for its costly plans. You get all views, together with Gantt Charts and Spreadsheets with the free plan. Their crew provides 24/7 help with each plan.
2. A number of Views of Your Duties and Initiatives
ClickUp helps you to observe work from any angle by providing 20+ real-time views. You possibly can create views to your initiatives, duties, and workflows in the best way that works greatest to your group.
Probably the most commonly-used views on ClickUp embody Lists, Boards, Tables, Sheets, Groups, and Gantt Charts.
Right here’s a fast overview of every of those views:
As we’re extra of a content-focused crew, we desire Tables and Lists over different views. Having used Trello earlier than, we additionally use ClickUp Boards to see the general progress of various initiatives.
The easiest way to trace conferences and time offs is to make use of the Calendar view, which can be the default view for our “Time Off” area.
I’ll focus on these views intimately after we speak about the important thing options of this undertaking administration software program. So, preserve studying.
3. Superior Customization Choices
ClickUp is a fully-customizable answer that allows you to regulate and customise all the things primarily based in your undertaking wants, workflow and processes, and different private preferences.
Its customization choices embody templates, themes, and the power to create customized dashboards.
You possibly can create customized “Dashboards” to provide an outline of your work or the progress replace of a selected undertaking. The platform provides over 50 widget variations, together with customized charts, workload graphs, tables, time monitoring, process lists, and extra.
Right here’s a fast view of 1 such Dashboard:
Within the video, you can too see methods to add widgets to your Dashboard and customise its knowledge utilizing totally different filters.
Our crew maintains separate Dashboards for duties associated to totally different members, teams, and departments. For instance, we now have bought a separate “Content material Workforce Dashboard” for all content-related initiatives and duties.
One other instance of ClickUp’s customization choices is its “Customized fields” characteristic.
You should utilize it so as to add all types of knowledge you could want. This characteristic has helped us exchange many spreadsheets we used earlier to trace matter names, Doc hyperlinks, phrase counts, and author particulars for each publish.
Bottomline: ClickUp is likely one of the most versatile office options I’ve examined. It matches and suffices the customization wants of most firms and groups.
4. Enhanced Collaboration Options
ClickUp consists of options like feedback, process assignments, and real-time notifications to reinforce crew collaboration and communication. There’s additionally a built-in chat characteristic.
You possibly can depend on ClickUp undertaking administration software program to remain related together with your crew from wherever and at any time. This is applicable to groups working each from the workplace and remotely.
Workforce members may also collaborate on ClickUp Docs and Whiteboards for brainstorming concepts and enhancing content material.
5. Multi-Platform Assist
ClickUp is obtainable on desktop, cellular, and internet platforms, making it accessible from any gadget. You don’t have to make use of a selected working system, browser, or gadget to make use of this undertaking administration software program.
It’s each a cloud-based and web-based on-line answer. You too can obtain its software for Home windows, Mac, and Linux techniques and Android and iOS units.
ClickUp’s Cons
ClickUp had its set of disadvantages after we migrated from Clockify and Teamline to ClickUp. My crew and I examined it for a month earlier than totally making the swap.
Now that I’ve already shared a couple of advantages of ClickUp primarily based on my testing, let me share the challenges we confronted.
1. ClickUp’s Customization Choices Can Be Overwhelming
You heard me proper.
I really like ClickUp’s person interface, options, and top-notch customization capabilities. However most new customers could discover the options and choices overwhelming at first, resulting in a steep studying curve.
You’ll want a radical onboarding, which is prolonged and sophisticated, to begin utilizing this undertaking administration software program to the most effective of its capabilities. That’s as a result of this platform has many various options and methods to customise and set up duties.
Even after two years of utilizing the platform, my crew is discovering and making an attempt out new choices. We nonetheless attain out to their help crew to learn to arrange new-style dashboards, get higher views of the general undertaking progress, observe particular person performances, and extra.
Nevertheless it’s vital to inform right here that the ClickUp crew supplies easy and hassle-free help at each step of the best way. They’re prepared that can assist you all through the onboarding course of and past.
It’s best to try their data base and demo movies to get began on the fitting foot.
2. Efficiency Points
I haven’t had any main points utilizing the platform however some customers reported efficiency points with ClickUp on overview web sites like Capterra and G2. These embody occasional gradual load occasions and updates, which might affect productiveness.
These sorts of person evaluations mustn’t cease you from utilizing its Free Endlessly plan. Even with the paid plans, ClickUp provides nice help for fast decision and a 30-day money-back assure for those who’re not glad.
3. For Superior Time Monitoring, You Have to Go for Enterprise or Increased-Priced Plans
As a enterprise proprietor, you would possibly need to mark time spent on sure duties as billable. That is one thing you are able to do solely with their Enterprise, Enterprise Plus, and Enterprise plans.
With free and starter plans, you possibly can’t add labels and descriptions to the time tracked.
Freelancers and small groups could not have to differentiate between billable and non-billable hours. If you happen to do, Clockify might be a greater various for monitoring billable and non-billable hours at no cost.
ClickUp’s Key Options and Use Instances
ClickUp provides tons of of undertaking administration and collaboration options – with extra added every week. And, you possibly can customise every certainly one of these primarily based in your organizational wants and private preferences.
1. Outline Your ClickUp Workspace Hierarchy
ClickUp’s distinctive Hierarchy helps groups break initiatives and plans into manageable and actionable sections and duties.
Workspaces are the best stage of the ClickUp Hierarchy. It represents your total firm, group, or enterprise.You possibly can create or be a part of as many Workspaces as you need and swap between them utilizing the avatar menu on the lower-left nook.
Beneath ClickUp Workspaces, you’ll discover:
- Areas: You should utilize them to divide your group into totally different departments, groups, undertaking teams, or something you need to group on the next stage. You possibly can create as much as 5 Areas with ClickUp’s free plan and limitless Areas with all paid plans.
You possibly can set permissions for members and limit some folks from accessing particular Areas.
- Folders: Areas can have totally different folders to arrange duties associated to totally different initiatives, campaigns, or databases.
- Lists: Lists assist you to membership smaller actions like backlinking duties, content material necessities for the web site, different writing duties, and so forth. You possibly can set views, customized fields, and statuses for every of your process lists.
- Duties: You too can create subtasks, nested subtasks, and guidelines gadgets beneath every process.
2. Create, Assign, and Handle Duties
When you’ve outlined the fundamental Hierarchy of your ClickUp Workspace, creating duties is simple. Simply click on on the “Job” button on the lower-right nook of your display screen.
You’ll see a pop-up window that allows you to fill out all particulars of the duty. This consists of:
- Job identify
- The placement of the duty
- Assignees
- Job description
- Customized fields
- Subtasks
- Checklists
- Begin date
- Due date
- Tags
You too can create duties utilizing pre-defined templates and outline dependencies to extend person accountability for every a part of the duty’s progress.
Set recurring due dates for normal duties. For instance, we now have our content material crew assembly each week.
For every process card, you possibly can add customized fields for all data you want. This may occasionally embody transient Docs, progress bar, author’s identify, whole phrase depend, and so forth if it’s a content material creation process.
Add extra fields or edit the present ones from the highlighted anchor textual content within the above picture.
Equally, it’s straightforward so as to add subtasks and guidelines gadgets to every process card, and assign them to particular crew members.
One other helpful characteristic that makes our job straightforward is the “Standing” characteristic for every process card. You possibly can see the present standing of every process at a look, and speak to the individual accountable for that step of the method.
For instance, if I need to know the standing of all content material scheduled for this web site, ShaneBarker.com, I simply have to go to the “Content material for Shane Barker” record and group duties by “Standing.”
You possibly can get all knowledge in a single place, with out looking via totally different spreadsheets. You too can filter this knowledge by week, month, or particular date vary.
3. Monitor Time Spent on Completely different Duties and Initiatives
ClickUp undertaking administration device helps you to do stable up-to-the-minute time monitoring and reporting. You should utilize it to log hours spent on totally different duties and initiatives, and observe progress in actual time.
Right here’s methods to observe time utilizing ClickUp:
Go to any process and begin the timer utilizing the green-colored play button beneath “Time Tracked.” The timer will begin counting up, and you may cease it everytime you need.If you happen to neglect to begin the timer or have to log time for a process that you just did not observe in actual time, you possibly can log hours by clicking on the “Time Tracked” tab. Choose “Guide” and add hours manually. Save your logged hours.
You possibly can observe the overall variety of hours logged by every individual on any process.
If you wish to edit any logged session timings, simply click on on that individual entry and faucet the edit icon. Enter the specified timings and click on on “Save Modifications.”
4. Collaborate and Talk with Your Workforce
ClickUp provides sufficient collaboration choices in order that your crew can keep on one platform for all process and project-related communications.
You possibly can add feedback on particular person process playing cards, tag a number of crew members, assign these feedback to particular folks, and even reply in nested threads.
Together with remark threads, you can too see the particulars of each activity on the duty card, starting from Standing modifications to doc updates and assignee additions.
5. Monitor Venture Progress
ClickUp supplies a transparent and complete view of your undertaking progress. This fashion, it’s simpler to establish and resolve points earlier than they develop into extra vital issues.
Choose particular person Folders and Lists from the left sidebar to verify the progress of all duties beneath them. Choose “Group by Standing” within the top-right nook.
With regards to progress monitoring, ClickUp’s “All the pieces” view is my go-to place.
You possibly can group duties by Standing, and add filters like particular date vary of the duties and accomplished/lively duties. Choose crew members to whom the duties have been assigned.
It’s additionally straightforward to seek for duties associated to 1 specific record.
You possibly can view the identical knowledge in numerous views that we mentioned earlier. For instance, right here’s the Board view, which could be a sensible choice for those who’re used to managing initiatives on Trello.
6. Create Customized Workflows to Automate Repetitive Duties
ClickUp automation choices assist you to create constant processes for repetitive duties and workflows so you possibly can focus on bettering different areas.
Use ClickUp’s pre-built automation recipes to automate common duties, Standing modifications, Checklist modifications, and so forth. Or, set customized Statuses and fields to a process after which save the duty card as a template.
For this, you simply have to click on on the “Save as Template” choice (proper beneath “Browse Templates”). It will save your modifications to the duty card as a recent template.
You possibly can reuse these saved templates to create duties with comparable performance, customized fields, and dependencies sooner or later.
7. Combine Seamlessly with Different Enterprise Instruments
ClickUp lets you join your favourite instruments and apps to your workflow. This features a hassle-free integration with:
- Communication and collaboration platforms like Slack, Microsoft Groups, Loom, and Zoom
- Advertising instruments like HubSpot
- File administration options like Google Drive, OneDrive, and Dropbox
- CRM options like Salesforce
- Writing instruments like Grammarly
- Calendar instruments like Google Calendar
You possibly can routinely import your knowledge from undertaking administration options like Asana, Monday, Trello, Basecamp, Jira, and Wrike in only a few clicks.
ClickUp’s Buyer Assist
ClickUp’s crew values prospects essentially the most. They supply 24/7 reside chat help all through the onboarding course of and even past that.
Based mostly on my expertise, they’re fast to answer queries about options, automation, Dashboards, and nearly all the things you could be discovering difficult.
Aside from reside chat help, ClickUp additionally has an in-depth data base, filled with guides, demo movies, and assist Docs. Plus, you possibly can learn to grasp ClickUp and maximize your productiveness by signing up for ClickUp programs right here.
ClickUp’s Pricing Plans and Inclusions
ClickUp provides a number of pricing plans to cater to the wants of freelancers, small and medium-sized companies, and huge companies.
You possibly can begin utilizing ClickUp at no cost with its Free Endlessly plan. The plan provides entry to all important options of this undertaking administration software program.
The perfect half is that it doesn’t restrict the variety of customers or duties.
Most small groups go for ClickUp’s Limitless or Enterprise plans, which provide options like:
- Limitless storage
- Limitless Dashboards
- Limitless Customized fields
- Friends with permissions
- Superior automation options
- Superior time monitoring
- Workload administration
- Gantt charts
ClickUp’s Limitless plan is greatest for small groups and prices $5 per person monthly (billed yearly). For its Marketing strategy, you want to pay $12 per person monthly.
You gained’t have to improve to their Enterprise Plus or Enterprise plan till you’re collaborating with a number of groups from totally different firms. These plans are primarily for groups that need to outline customized roles and permissions for various members.
Enterprises may go for these higher-value plans for the superior safety features and 1000+ integrations that include them.
Whereas the Enterprise Plus plan prices $19 per person monthly, you want to join with their gross sales crew to get a customized quote for his or her Enterprise plan.
If you happen to decide to pay monthly, ClickUp plans will price you as follows:
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Contact their gross sales crew for customized pricing. |
Evaluating ClickUp with Different Venture Administration Software program Options
This was all about what ClickUp is and the way it might help you streamline work and enhance your process pressure’s effectivity. Now, let’s see the place it stands in opposition to undertaking administration platforms like Monday, Trello, Asana, and Jira.
My Verdict
ClickUp is completely price buying. You don’t must belief my phrases. You can begin with its Free Endlessly plan and take a look at its options for your self. Then, swap to a paid plan.
Additionally they supply a 30-day money-back assure for those who’re not glad with their service. Based mostly on my expertise of utilizing it, you gained’t want a cashback.
For small groups, ClickUp’s Limitless plan is enough, which prices $5 per person monthly. If you wish to use superior automation to make complicated process processes simpler, you possibly can take into account subscribing to their Marketing strategy at $12 per person monthly.
I’m presently utilizing their Marketing strategy for undertaking administration, process project, progress/standing monitoring, communication, file administration, efficiency evaluation of crew members, and reporting.
Although I’ve not examined their higher-value plans, firms like Samsung and IBM are utilizing their Enterprise plan for elevated productiveness and world-class safety.ClickUp integrates properly together with your current enterprise instruments and CRM techniques, which is one other plus level.
FAQs
1. Is there a desktop model of ClickUp?
Sure, ClickUp has a desktop model for Home windows, Mac, and Linux techniques.
2. Is ClickUp safe?
ClickUp provides two-factor authentication with all its plans, together with the free model. With its Marketing strategy and different premium plans, you additionally get Google single sign-on.
If you happen to run a big enterprise with better safety considerations, their Enterprise plan supplies you with a number of safety features like:
– Necessary two-factor authentication
– Google single sign-on
– Microsoft single sign-on
– Customized SAML single sign-on
– Okta single sign-on
– Okta help for customized roles
– Session administration
– Customized permissions
– Customized roles
– Limit public sharing
– Handle non-public areas
– Limit who can add visitors
– Default private views
– Add and take away customers by way of API
– HIPAA compliance (Contact their gross sales crew for this.)
3. Is ClickUp price it?
ClickUp is certainly extra worth for cash. Its feature-rich Free Endlessly plan is already a blessing for freelancers and aspiring entrepreneurs.
Each small and medium-sized companies can get entry to all undertaking administration options they might want with ClickUp’s Limitless and Enterprise plans. These begin from $5 per person monthly.
Giant companies and enterprises could have to spend extra but it surely’s definitely worth the cash. That’s since you’ll get top-notch safety features, white labeling, customized permissions, customized person roles, and devoted onboarding and help with these plans.
