ClickUp Review, Features, Use Case + How To Get Started

Table of Contents

ClickUp was founded by Zeb Evans and Alex Yurkowski in 2017. The company is headquartered in San Diego, California and they have raised $535million in funding, valued at $4bn with 80 staff. Some of their customers include Booking.com, Netflix and McDonalds.

ClickUp is a productivity and project management platform that offers users a customisable workplace platform that serves all departments in an organisation.

Users can utilise more than 100 features including Chrome extension, user activity streams, sync with Google calendar, to-do lists, and assign and resolve comments amongst other features.

The platform also has its API for custom integrations; it can also integrate with many applications without any need for custom integrations. Some apps that can be integrated with ClickUp include Intercom, Zendesk, Apple Calendar, GitLab, Slack, CloudApp, Protractor, Help Scout, YouTube, Zoom, Chrome, and Trello amongst others.

ClickUpRatings
Ease of Use4.5
Pricing4.8
Automation4.8
Integration4.7
Analytics4.8

Getting Started With ClickUp

This is a detailed guide on how to get acquainted with ClickUp.

1. To create an account on ClickUp, select Sign Up at the right side of the dashboard.

ClickUp Homepage

2. Input your email and select Get ClickUp.

3. You are directed to a new page that asks for your name and password. When done inputting, select Play with ClickUp.

4. A code will be sent to your email, enter it and select verify.

5. Choose what you want to use ClickUp for, select the tools you use, select a solution you’ll like to start with, how you heard about ClickUp and what you’ll like to name your workspace. Select Finish.

6. The options you chose earlier are just to help you onboard. You are then directed to a worksheet that asks you to select your ClickUp setup – it can be customised later.

7. I chose the simple setup and this is what my workspace looks like.

ClickUp Pricing

ClickUp has 5 pricing plans that can be paid monthly and/or yearly. They include:

ClickUp Pricing Plan

1. Free Plan (monthly/yearly – $0): This plan is best for personal use and comes with Real-time chat, Whiteboards, Kanban boards, Unlimited tasks, 2 Factor Authentication, Unlimited free plan user, Collaborative docs, Sprint management, 24/7 support, Email, Native time tracking, In-app video recording and 100MB storage.

2. Unlimited Plan (monthly plan $5; yearly plan $9 per member/month): This plan is best for small teams and comes with everything in the free plan including Agile reporting, Form view, Unlimited Storage, Unlimited Integrations, Unlimited Dashboards, Unlimited Custom Fields, Gantt charts, Guests with permission, Goals & Portfolio, Resource management and Teams (User Groups).

3. Business Plan (monthly plan $12; yearly plan $19 per member/month): This plan is best for mid-level teams and it comes with everything in the unlimited plan including Custom Exporting, Goal Folders, Google SSO, Advanced Time Tracking, Unlimited teams, Timelines and Mind Maps, Granular Time Estimates, Advanced Public Sharing, Automations, Dashboard Features and Workload Management.

4. Business Plus (monthly plan $19; yearly plan $29 per member/month): This is best for multiple teams and you can contact ClickUp’s sales team to indicate the number of users/team members you want to pay for. It comes with everything in the business plan including Substacks in multiple lists, Priority support, Custom Permissions, Team sharing, Custom role creation and permissions, Admin training webinar, Increased automation & API, and Custom capacity in workload.

5. Enterprise Plan: This plan is best for many large teams and you’ll have to contact ClickUp’s sales team to have a cost estimate. This plan comes with everything in the business plus plan including Live onboarding training, White labelling, Enterprise API, Single Sign-On (SSO), Default personal views, Advanced Permissions, MSA & HIPPA available, Access to managed services, Unlimited custom roles and Dedicated Success Manager.

HOW ClickUp’s DASHBOARD WORKS  

ClickUp’s dashboard is straightforward, easy to navigate and can be customised.

1. On the vertical side or the left side of your screen, the arrow that points at ClickUp is used in collapsing the sidebar.

2. The Home icon is a summary of what you’ve done for the day. It’s into sections (Line-up, Trending, My Work) and gives you a heads-up on what you’ve been up to. On the home screen, you can view your calendar, schedule and mentions.

3. The Notifications icon helps tell/inform you about prompts, tasks assigned to you and proposed meetings.

4. Pulse helps track the number of teammates that are online and what they are working on.

5. Goals help create measurable targets and also track progress in real-time.

6. Favourites helps bookmark dashboards, tasks, spaces, pages, lists or folders in your workspace.

7. Spaces help decide or organise how simple or complex you want your work to be. Assuming you create a workspace that will help to manage your entire business, you can use Spaces to help organise your marketing. Customer success, SEO, campaigns and other departments. Spaces are available on all ClickUp’s plans; however, the free plan has a limit of 5 spaces.

7. Dashboard helps distribute your team’s workload through assigned tasks with 50+ widget variations. These widgets provide data you want to gather, understand or display.

8. Docs help to create and break down projects into customised tasks.

On the horizontal axis:

1. The List icon/button helps you view your projects/tasks in a list view.

2. The Board button/icon helps you view your projects/tasks in a board view.

3. The Calendar button/icon helps you view your projects/tasks in a calendar view.

4. The +view after Calendar gives you options on how to view your projects. They could be List, Board, Calendar, Gantt, Timeline, Box, Table, Mind Map, Workload, Activity and Map.

5. When you select Me, it helps you know what tasks have been assigned to you.

6. Selecting Assignees helps you know who assigned or gave you a task.

7. Selecting Show gives you more worksheet viewing options.

8. The three dots after Show helps in your view settings.

9. At the button of the worksheet, you see Task. This helps in creating tasks, subtasks, checklists, and files – attachments, dependencies and templates can be added. You are also notified of the number of people watching (watchers) keeping a tab on you.

10. There is a task tray beside Tasks that helps you pin certain actions or triggers.  

Features Of ClickUps

1. Multiple Task Views

With ClickUp’s variations of projects/tasks views, you can choose to view your tasks with any of the views. You can choose to use the List, Board, Calendar, Gantt, Timeline, Box, Table, Mind Map, Workload, Activity and Map views.

How It Works

You have to be logged into your ClickUp account and you are presented with a white worksheet. Select Task at the right end of your screen. Add a description in the box given; you can choose to add attachments. When done, select Create Task. You can set dates, edit tags and add dependencies and also add a task name.

You can add more tasks if you please by selecting Task if you please and redoing what you’ve done in the first stage.

Note: Your tasks can be added to your tray at the bottom of the worksheet. Currently, this project/task is been seen on the List Point of View. To see these projects on the Board view, select Board after List.

Select Calendar to see your see my tasks in the Calendar view.

To add more views, select +view after Calendar, select the views you want and select Add view.

The views you are adding can be viewed in a private mode or view (made only visible to you; to have access to it, you have to upgrade to the Business Plan).

If you’re using the Box view, it’s a trial view that will be available for 15 days.

Table View
Mind Map View
Workload View
Activity View
Map View

2. Easy addition of team members

There’s an Invite button at the left end of your work screen. Select it and input their email, choose their email, and choose their role – member or admin. When done inputting, select Send Invite.

3. Goal Setting and Tracking

Goal setting helps you prioritise tasks that will help push you or your team’s agenda forward.

How It Works

Select the Goal option at the left side of the dashboard. Select Set a Goal, add a goal name and select Enter, choose the owner that will be responsible for the goal, add who has access to the goal, a date the goal should be completed and the description of the goal – which is optional.

Your goal can be tracked and targets can be put in place to make sure the goal is met. The Goal’s header can be edited and customised. You add a target name, (optionally) choose an owner, and select the type of target and the way you are going to measure it.

Depending on the type of target measurement you select, they are to be and can be updated as soon as you’ve done them so they can push you towards your goal.

Different ways of measuring your targets

The target measurement I chose lets me select if I’m still in progress or if I’ve finished.

4. Task Organisation with Spaces

Spaces help to organise your workflow. It can be complex or simple.

How It Works

Select Spaces and click on New Spaces, enter Space name, select Next and you can choose your Space template. As soon as you insert your Space name, click on Template beside New and choose templates by level and department. (I chose Beginner, Creative & Design and Personal Use under Level and Department).

Select any template in the featured list, click if you want to immediately use or add to the library. If you select Use Template, you’ll insert Space name, the option of importing everything or customizing import items. When done selecting, click Use Template.

Go to your Space and you’ll see the template you selected with subcategories that will help make your (your team’s work) easier. You can choose to look at your Space/template in a number of views and the views can be pinned.

A new Space can be added by clicking + New Space under Spaces. Select it and enter your Space name, select Next, select your Space colour or avatar or you can upload an image, select Next and choose if you want to share this Space with your teammates or make it private, choose your task status with the given templates – each template and status is different and a new template can be created, (in this article, I chose Normal), click Next and enable ClickApps – select show more for options.

To know what and how the ClickApps operate, hover over them to select their information and they tell you how each functions. You can choose to turn off all ClickApps or add more, select Next and choose which view(s) you’ll be needing – this section is divided into two (Required Views and Default Views templates).

When you click Default view template, you adjust the templates to either new views only or required views. After reviewing these options, click on Review Space and after checking the need for corrections, click on Create Space.

To work on Spaces, select any Space (I selected Personal Productivity). Hover over your list title (in this case, This Year Template), select it and a drop-down list of options gives you a variety of what can be done. Choosing Templates gives you the opportunity to either browse templates, use existing templates or save them as a template.

5. Dashboard

ClickUp’s dashboard gives you a visual representation of your work (or your team’s work).

How It Works

Select Dashboard and you have a screen that shows you some templates that can be immediately used and an option that lets you start from scratch.

In this article, I’ll be selecting the simple dashboard. I clicked on Use Template and a list of spaces that you can choose from is presented. You can select all spaces or just select one. I selected Karis and clicked Apply.  

You are greeted with a Hey there message section, a chat section, docs, files & links sections and a task list section. Each section can be viewed on a full screen.

Click on + Add Widget to filter through and select a widget that can be added. Some of the widgets are for the Business plan, so there will be a need for a plan upgrade to have access to it.

I chose Portfolio, selected Add List to select all my lists, (to add folders, you’ll have to upgrade to the Business plan), and then I selected Add widget which is at the bottom of the dashboard. I scrolled down to view it on the full screen.

The widgets you see when you newly open Dashboard (if you selected any of the templates) can be removed and customised to your satisfaction. I added another widget by selecting Add widget, I selected Workload by Status, selected all the lists and selected Add widget. Each widget title can be renamed, and viewed on a larger screen and filters can be applied.

Your dashboard can be renamed and duplicated. To add a new dashboard, click on the plus sign in front of My Private Dashboard, name it, select Start from Scratch, select statuses and choose workload by status then select Add widget. More widgets can be added to suit your preferences.

My preferred dashboard

6. Monitoring Teammate Activities with Pulse

ClickUp’s Pulse is used in tracking the number of teammates that are online and their activities.

How It Works

Go to Pulse and see who has been online. As of November 9, I was online between the hours of 6 – 7 am, 10 am and 1 pm; whilst on November 8, I was online between the hours of 4 and 5 pm.

If other teammates are active or online, their activities will be noticed as well.

7. Doc and Favorites

Can as well be part of the modes of viewing tasks or projects, this feature lets you see all your assigned tasks in a doc view. It can be customised by adding a comment, linking pages and adding an image cover.

Tasks viewed on Docs can be added to the tray at the bottom of the worksheet. Some tasks can be starred as favorites.

Note that bookmarked and starred documents, tasks and projects are under Favorites. It serves as a shortcut for your workspace.

8. Multiple App Integrations

ClickUp serves as a project management platform and it gives you the flexibility of creating one space for helping your team to focus.

ClickUp makes use of Integrately to integrate selected apps, it reduces the errors that come with manually entering data in multiple disconnected systems. Integrating apps on ClickUp helps improve the visibility of your business by bringing all databases into a single system.

You can integrate 550+ apps on ClickUp and some of them include Slack, Integromat, Gmail, Zoom, Unito, Loom, Zendesk, Bugsnag, Figma, and Front among others.

ClickUp’s Ranking & Why We Recommend This Product

Now we know that ClickUp is a project management platform but does it stack up against specific user-centric parameters?

This section will look at how Asana ranks against some parameters. Here are our findings:

1. Monitoring

ClickUp monitoring feature uses Pulse to help monitor your teammates (and personal) progress on a project. This feature makes it possible to view your teammates’ activities in real time

On a scale of 1-5, Product Curve ranked it 4.8.

2. Communication

ClickUp allows you to assign projects/tasks amongst team members, notifications, assignments and goals. Teammates or clients can communicate with the owner of a space with the Chat view either publicly or privately.

On a scale of 1-5, Product Curve ranked it 4.9.

3. Scheduling and Planning

ClickUp helps you see tasks, projects and assignments on a calendar. This allows you to manage your time, workload and deadlines. And you are regularly reminded via your email.

4. Integrations

ClickUp helps you integrate apps that will aid communication better. You can integrate over 500 apps on ClickUp.

On a scale of 1-5, Product Curve ranked it 4.7.

5. Customisable

Right from the home page, adding widgets and layout size & style, ClickUp lets you tailor your worksheet or project to your taste or needs. You can also go dark mode.

On a scale of 1-5, Product Curve ranked it 5.

6. Dashboard and Graphical Reports

ClickUp helps you visualize your data, reports and insights on a dashboard. You can use simple, time tracking or reporting dashboard templates to create your dashboard and generate reports. With these formats, looking at data and insights doesn’t have to be boring.

On a scale of 1-5, Product Curve ranked it 4.7.

Comparative Analysis: ClickUp vs Monday.com

This section takes a look at Monday.com as an alternative project management tool. We’ll cover Monday’s pricing plan, ratings from G2 and Capterra and features.

About Monday.com

Monday.com was launched in 2014 and is a customisable web and mobile work management tool. It’s designed to help teams and organisations effectively operate by tracking projects and workflows.

Monday.com aids in team collaboration and data visualization. Previous funding has made the company (platform) a unicorn with a valuation of $1.9 billion. As of 2021, they were reported to be serving 127,000 customers across over 200 business verticals.

Monday.com Features and Services  

1. Kanban

This feature is easy to set up and helps prioritise tasks and also balance demands according to their capacity.

2. Dashboard

With a 24-day free trial, you view your progress from a bird’s eye view. Monday equips you with tools that help create custom dashboards to track progress, budget and timelines at a glance.

3. Forms

With many options to choose from, you can build/get a personalized form your team needs.

4. Integrations

Some apps can be integrated on Monday.com. some of them include Excel, Zapier, Zoom, Google Calendar, LinkedIn, and Gmail.

5. Gantt Viewing Option

ClickUp Pricing

This allows you to choose a plan that will meet your needs.

1. The Individual Plan ($0)

This plan is suitable for individuals looking to keep track of their work. It comes with unlimited docs, 2 team members, iOS and Apple apps, 200+ templates and over 20 column types.

2. The Basic Plan

This plan is for managing all your team’s work in one place. For 3 seats, it charges $8 per seat/month and is billed at $24 per month. This plan comes with everything in the individual plan including 5GB file storage, unlimited free views, and the ability to create a dashboard based on 1 board.

         Yearly Plan                                                                                                

    5 seats – $40 monthly                                                                             

   10 seats – $80 monthly                                                                            

   15 seats – $120 monthly                                                                         

   20 seats – $160 monthly                                                                         

   25 seats – $200 monthly                                                                         

   30 seats – $240 monthly                                                                         

   40 seats – $320 monthly                                                                         

   50, 100 and 200+ seats – you’ll have to contact ClickUp                                                                                            

3. The Standard Plan

This plan helps you collaborate and optimize your team’s processes. For 3 seats, it charges $10 per seat/month and is billed $30 per month. This plan comes with everything in the basic plan including Timeline, Gantt & Gantt views, Guest access, Integrations (250 actions per month), Creating a dashboard that combines up to 5 boards and Automations (250 actions per month).

           Yearly Plan                                                                              

   5 seats – $50 monthly                                                                     

   10 seats – $100 monthly                                                               

   15 seats – $150 monthly                                                               

   20 seats – $200 monthly                                                               

   25 seats – $250 monthly                                                             

   30 seats – $300 monthly                                                              

   40 seats – $400 monthly                                                             

   50, 100 and 200+ seats – you’ll have to contact ClickUp                                                                                                          

4. The Pro Plan

This plan helps you streamline and run your team’s complex workflows. It’s billed at $16 per month for 3 seats and $48 annually. The plan comes with everything in the standard plan including the Dependency column, chart view, formula column, private boards & docs, create a dashboard that combines up to 10 boards, integrations (25,000 actions per month) and automation (25,000 actions per month).

   For 5 seats – $80 per month

   For 10 seats – $160 per month

   For 15 seats – $240 per month

   For 20 seats – $320 per month

   For 25 seats – $400 per month

   For 30 seats – $480 per month

   For 40 seats – $640 per month

   For 50, 100 and 200+ seats – you’ll have to contact ClickUp.

5. The Enterprise Plan

This plan is suitable for organizations that are seeking enterprise-grade features. you’ll have to contact ClickUp for a customised plan. It includes everything in the Pro plan including tailored onboarding, Enterprise-scale Automations & Integrations, multi-level permissions, advanced reporting & analytics, premium support, enterprise-grade security & governance, creating a dashboard that combines up to 50 boards.   

Benefits That Make ClickUp Stand Out

We’ve gotten a brief overview between ClickUp and Monday.com, we’ll use this section to highlight some of ClickUp’s features that make it better than Monday.com. Let’s get into it.

1. Project Views

ClickUp has a number of 15 modes of viewing projects or tasks. They can also be accessed on the free plan.

2. ClickUp has many features compared to Monday.com

3. Although a bit daunting to get acquainted with, ClickUp’s user interface is smooth and minimal compared to that of Monday.com.  

Conclusion

We’ve come to the end of this article and have covered ClickUp and some features that make it a product worth trying out. Do try it out and we’ll be in the comment section to hear your feedback(s).

Charis Raji
Charis Raji
Profile
Share this article:
  • No comments yet.
  • Add a comment

    Subscribe to our newsletter

    Be first to hear of the big tech and software updates … Join hundreds more and subscribe to our newsletter today.

    Got a Product?

    get it listed on Product Curve. we have got the reach so why don’t you take advantage of it?