As an entrepreneur, I perceive it could possibly be tough to trace and handle a number of initiatives and duties. I’ve been there – struggling to handle duties, streamline processes, and monitor the progress of various initiatives.
My group 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 group members advisable that we attempt ClickUp, and it modified the way in which 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 venture administration platform each group wants. You possibly can see progress boards like Trello, assign and handle duties like on Teamline, and monitor time spent on totally different duties and initiatives like on Clockify.
Although onboarding took some time, and we’re nonetheless studying the right way 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 determine whether or not or not will probably be the best match to your group.
What’s ClickUp?
ClickUp is a cloud-based collaboration and venture administration platform that helps you handle your whole work in a single place. This contains organizing and assigning duties, managing workflow, paperwork, communication, objectives, and reporting.
Although my group and I primarily use ClickUp for venture administration and collaboration, it additionally presents options designed for product growth, gross sales, advertising and marketing, finance, and HR groups.
On this ClickUp overview, we’ll majorly focus on its venture administration options.
What’s ClickUp Used For?
ClickUp is a venture administration software that may assist you streamline your workflow, enhance collaboration and communication, and improve the general effectivity of your group.
A few of the commonest makes use of of ClickUp embody:
General, ClickUp is a flexible software. Whether or not you’re a freelancer who needs to handle shopper work otherwise you run a small enterprise with a number of departments, it may possibly assist you handle work successfully.
What Are the Execs and Cons of ClickUp?
ClickUp strikes a steadiness between offering the best 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 will be robust and require your effort and time, at the least, initially.
Let me assist you analyze its benefits and drawbacks intimately.
ClickUp’s Execs
Let’s begin with discussing issues that ClickUp is nice at – corresponding to its freemium options, customization capabilities, “Every little thing” view, and real-time reporting.
1. An Spectacular Free Without end Plan
We’re utilizing ClickUp’s Marketing strategy however I need to say, they’ve a genuinely spectacular Free Without end plan.
In contrast to many different SaaS merchandise, ClickUp’s free model does 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 Without end plan options embody:
- Limitless group members
- Limitless duties
- Every little thing view
- Listing, 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
- Process checklists
- Dependencies
- Priorities
- Assign feedback
- 50+ native integrations
- Two-factor authentication
It presents one of the crucial 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 group presents 24/7 help with each plan.
2. A number of Views of Your Duties and Tasks
ClickUp allows you to monitor work from any angle by providing 20+ real-time views. You possibly can create views to your initiatives, duties, and workflows in the way in which that works finest to your group.
Essentially 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 group, we favor 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” house.
I’ll focus on these views intimately after we speak about the important thing options of this venture administration software program. So, preserve studying.
3. Superior Customization Choices
ClickUp is a fully-customizable resolution that permits you to alter and customise every part primarily based in your venture wants, workflow and processes, and different private preferences.
Its customization choices embody templates, themes, and the flexibility to create customized dashboards.
You possibly can create customized “Dashboards” to provide an summary of your work or the progress replace of a specific venture. The platform presents 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, it’s also possible to see the right way to add widgets to your Dashboard and customise its information utilizing totally different filters.
Our group maintains separate Dashboards for duties associated to totally different members, teams, and departments. For instance, we’ve got acquired a separate “Content material Group Dashboard” for all content-related initiatives and duties.
One other instance of ClickUp’s customization choices is its “Customized fields” characteristic.
You need to use it so as to add all types of data it’s possible you’ll want. This characteristic has helped us change many spreadsheets we used earlier to trace subject names, Doc hyperlinks, phrase counts, and author particulars for each publish.
Bottomline: ClickUp is among the most versatile office options I’ve examined. It suits and suffices the customization wants of most corporations and groups.
4. Enhanced Collaboration Options
ClickUp contains options like feedback, process assignments, and real-time notifications to boost group collaboration and communication. There’s additionally a built-in chat characteristic.
You possibly can depend on ClickUp venture administration software program to remain related together with your group from anyplace and at any time. This is applicable to groups working each from the workplace and remotely.
Group members also can collaborate on ClickUp Docs and Whiteboards for brainstorming concepts and enhancing content material.
5. Multi-Platform Help
ClickUp is offered on desktop, cell, and internet platforms, making it accessible from any system. You don’t have to make use of a selected working system, browser, or system to make use of this venture administration software program.
It’s each a cloud-based and web-based on-line resolution. You may as well 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 group and I examined it for a month earlier than absolutely making the swap.
Now that I’ve already shared a number 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 like ClickUp’s person interface, options, and top-notch customization capabilities. However most new customers might discover the options and choices overwhelming at first, resulting in a steep studying curve.
You’ll want an intensive onboarding, which is prolonged and sophisticated, to start out utilizing this venture 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 manage duties.
Even after two years of utilizing the platform, my group is discovering and attempting out new choices. We nonetheless attain out to their help group to learn to arrange new-style dashboards, get higher views of the general venture progress, monitor particular person performances, and extra.
But it surely’s essential to inform right here that the ClickUp group offers clean and hassle-free help at each step of the way in which. They’re prepared that can assist you all through the onboarding course of and past.
It’s best to take a look at their data base and demo movies to get began on the best 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 instances and updates, which may affect productiveness.
These sorts of person critiques mustn’t cease you from utilizing its Free Without end plan. Even with the paid plans, ClickUp presents nice help for fast decision and a 30-day money-back assure in case you’re not happy.
3. For Superior Time Monitoring, You Have to Go for Enterprise or Larger-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 might not must differentiate between billable and non-billable hours. In the event you do, Clockify could possibly be a greater different for monitoring billable and non-billable hours at no cost.
ClickUp’s Key Options and Use Instances
ClickUp presents tons of of venture 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 degree of the ClickUp Hierarchy. It represents your whole 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 need to use them to divide your group into totally different departments, groups, venture teams, or something you need to group on the next degree. 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 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 may as well create subtasks, nested subtasks, and guidelines objects below every process.
2. Create, Assign, and Handle Duties
When you’ve outlined the essential Hierarchy of your ClickUp Workspace, creating duties is straightforward. Simply click on on the “Process” button on the lower-right nook of your display screen.
You’ll see a pop-up window that permits you to fill out all particulars of the duty. This contains:
- Process identify
- The placement of the duty
- Assignees
- Process description
- Customized fields
- Subtasks
- Checklists
- Begin date
- Due date
- Tags
You may as well 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’ve got our content material group assembly each week.
For every process card, you possibly can add customized fields for all data you want. This may increasingly embody temporary 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 objects to every process card, and assign them to particular group 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 particular person 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 must go to the “Content material for Shane Barker” listing and group duties by “Standing.”
You possibly can get all information in a single place, with out shopping via totally different spreadsheets. You may as well filter this information by week, month, or particular date vary.
3. Monitor Time Spent on Totally different Duties and Tasks
ClickUp venture administration software allows you to do stable up-to-the-minute time monitoring and reporting. You need to use it to log hours spent on totally different duties and initiatives, and monitor progress in actual time.
Right here’s the right way to monitor 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.In the event you overlook to start out the timer or must log time for a process that you just did not monitor 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 monitor the overall variety of hours logged by every particular person 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 Group
ClickUp presents sufficient collaboration choices in order that your group 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 group members, assign these feedback to particular folks, and even reply in nested threads.
Together with remark threads, it’s also possible to see the particulars of each activity on the duty card, starting from Standing modifications to doc updates and assignee additions.
5. Monitor Undertaking Progress
ClickUp offers a transparent and complete view of your venture progress. This fashion, it’s simpler to determine and resolve points earlier than they turn out to be extra important issues.
Choose particular person Folders and Lists from the left sidebar to examine the progress of all duties below them. Choose “Group by Standing” within the top-right nook.
On the subject of progress monitoring, ClickUp’s “Every little thing” 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 group members to whom the duties have been assigned.
It’s additionally straightforward to seek for duties associated to at least one specific listing.
You possibly can view the identical information in several views that we mentioned earlier. For instance, right here’s the Board view, which is usually a sensible choice in case you’re used to managing initiatives on Trello.
6. Create Customized Workflows to Automate Repetitive Duties
ClickUp automation choices assist you create constant processes for repetitive duties and workflows so you possibly can focus on enhancing different areas.
Use ClickUp’s pre-built automation recipes to automate common duties, Standing modifications, Listing 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 must click on on the “Save as Template” choice (proper beneath “Browse Templates”). This may save your modifications to the duty card as a recent template.
You possibly can reuse these saved templates to create duties with related performance, customized fields, and dependencies sooner or later.
7. Combine Seamlessly with Different Enterprise Instruments
ClickUp permits you to 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 robotically import your information from venture administration options like Asana, Monday, Trello, Basecamp, Jira, and Wrike in only a few clicks.
ClickUp’s Buyer Help
ClickUp’s group values clients essentially the most. They supply 24/7 dwell chat help all through the onboarding course of and even past that.
Primarily based on my expertise, they’re fast to answer queries about options, automation, Dashboards, and virtually every part it’s possible you’ll be discovering difficult.
Aside from dwell chat help, ClickUp additionally has an in-depth data base, stuffed 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 presents 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 Without end plan. The plan presents entry to all important options of this venture administration software program.
The very best 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
- Company with permissions
- Superior automation options
- Superior time monitoring
- Workload administration
- Gantt charts
ClickUp’s Limitless plan is finest for small groups and prices $5 per person per thirty days (billed yearly). For its Marketing strategy, it is advisable pay $12 per person per thirty days.
You received’t must improve to their Enterprise Plus or Enterprise plan till you’re collaborating with a number of groups from totally different corporations. These plans are primarily for groups that need to outline customized roles and permissions for various members.
Enterprises may additionally 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 per thirty days, it is advisable join with their gross sales group to get a customized quote for his or her Enterprise plan.
In the event you decide to pay per thirty days, ClickUp plans will price you as follows:
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Contact their gross sales group for customized pricing. |
Evaluating ClickUp with Different Undertaking Administration Software program Options
This was all about what ClickUp is and the way it may help you streamline work and enhance your process power’s effectivity. Now, let’s see the place it stands towards venture administration platforms like Monday, Trello, Asana, and Jira.
My Verdict
ClickUp is completely value buying. You don’t must belief my phrases. You can begin with its Free Without end plan and check its options for your self. Then, swap to a paid plan.
In addition they supply a 30-day money-back assure in case you’re not happy with their service. Primarily based on my expertise of utilizing it, you received’t want a cashback.
For small groups, ClickUp’s Limitless plan is adequate, which prices $5 per person per thirty days. If you wish to use superior automation to make complicated process processes simpler, you possibly can contemplate subscribing to their Marketing strategy at $12 per person per thirty days.
I’m presently utilizing their Marketing strategy for venture administration, process project, progress/standing monitoring, communication, file administration, efficiency evaluation of group members, and reporting.
Although I’ve not examined their higher-value plans, corporations 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 presents 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.
In the event you run a big enterprise with higher safety issues, their Enterprise plan offers you with a number of safety features like:
– Obligatory 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
– Prohibit public sharing
– Handle non-public areas
– Prohibit who can add company
– Default private views
– Add and take away customers by way of API
– HIPAA compliance (Contact their gross sales group for this.)
3. Is ClickUp value it?
ClickUp is unquestionably extra worth for cash. Its feature-rich Free Without end plan is already a blessing for freelancers and aspiring entrepreneurs.
Each small and medium-sized companies can get entry to all venture administration options they could want with ClickUp’s Limitless and Enterprise plans. These begin from $5 per person per thirty days.
Massive companies and enterprises might must spend extra but it surely’s well 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.
