Only bigger companies were allowed to use project management tools in the past. Now, small and medium-sized businesses can use them as well. This is where the software ClickUp, which is used to manage projects, fits in. Small teams that want to get organized can use it because it’s easy to move around and doesn’t take long to set up. ClickUp is one of the most advanced tech solutions on the market right now because it has both deep core features (like scheduling and collaboration) and a unique automation feature too. In this article, we’ll tell you everything you need to know about ClickUp to make up your mind.
ClickUp Overview
ClickUp is a relatively new project management software. It was started in 2016 by Alex Yurkowski and Zeb Evans, who are still its co-founders. The company owners say they made the software because they thought the software already out there was “broken” and that this would help companies be more productive and get more done. They hope that putting all of a company’s tools and apps in one place will make the teams that use ClickUp more productive. Everything that pertains to your company can be found in one convenient location, thanks to ClickUp. All your applications, including tasks, documents, chat, and project management, are stored in the exact location. You can do all your work from inside ClickUp rather than switching back and forth between different windows. ClickUp makes it possible for teams working for businesses of any size to plan projects using charts, interact in real-time using documents that can be edited, and monitor productivity with the use of analytics and reports. Another aspect, namely customization, was considered throughout the program’s development. Teams who use ClickUp can personalize everything inside their workspaces, from the branding of their website to the project channels they use. Additionally, ClickUp is gaining more and more users. The software is now being used for project planning by 200,000 different teams.
Features of ClickUp
ClickUp gives you access to various capabilities for managing your projects. All available features can be utilized according to the size of your company. Regarding the onboarding process, we value that the software can adjust to the user’s current level of expertise by allowing them to choose the most appropriate configuration for their requirements.
#1. Automation
Automation is a significant time-saving process, leading to improved team performance and fewer instances of repeated work. You have access to the native automation capabilities, which include the automated assignment of tasks, comments, or pre-recorded replies; the automatic updating of task statuses; and the automatic inclusion of tags. Customizable automation features: Depending on what you want, you can use the ones ClickUp already provides or develop your own from scratch. For instance, you can choose what action takes place when automation is triggered, which saves time compared to manual operations. Integration of automation with third-party applications: Automation, when paired with the many interfaces that ClickUp provides, makes it possible to create a single, centralized, automated process.
#2. Reporting & Time Tracking
This is an important part of the software because it lets you better evaluate a group’s skills. This helps to meet their needs or the needs of their clients. You know what’s going on with each of your representatives because of a complete view of their calendars (broken down by day, week, or month). In fact, syncing those detail with Google Calendar is very useful too. Using the time monitoring tool, you can set important deadlines and send yourself reminders so you don’t miss them. You can give every activity a start date and an end date, and you can change how long it takes. With the Gantt charting function, you’ll be able to organize and prioritize your list of things to do. This will help you make an overall timeline for the project.
#3. Collaborative Approach
ClickUp, which operates on the same principle as Google Docs, provides its users with collaborative documents that make it possible for their teams to work together in real-time. When the document is open, you can monitor who is making changes to it. As you can easily share papers, working with other team members is simple, and solicit their input or assistance.
#4. Task Management
Your to-do lists are easily accessible and manageable with ClickUp, making it simple to keep track of everything you need to get done. Project managers can develop them and automatically include them in team members’ calendars. Thanks to the drag-and-drop tool, you can rearrange deadlines and specify the order of importance for getting things done. This gives you more freedom. The capability to create repeating tasks is a tremendous time-saving for groups of people working with comparable procedures. In addition to the fundamental elements for job management, ClickUp also provides more sophisticated solutions that may help your teams work more effectively and move more quickly. For instance, the construction of templates allows you to pick a template and save time rather than go through the whole planning process again.
#5. Customization
One of the benefits of using ClickUp is that it comes with comprehensive customization tools. These features allow you to personalize the tool and tailor it to your requirements. In particular, you can:
Make your categories for the tasks.Make necessary adjustments to the members’ privacy settings.You can integrate Excel spreadsheets.When working at night, switch to dark mode.Make sure that each process has its unique color scheme.
#6. Multitask Toolbar
The dashboards of many different project management software may quickly become confusing since so much information is crammed into such a small area. This is one of the major drawbacks of these programs. As it enables you to handle many things simultaneously, the multitask toolbar helps alleviate this problem. If you want to modify the status of your tasks, you have to group select them and then change their status, the date they are due, or the dependencies they have on other tasks. This functionality benefits busy project managers who need to update several tasks on specific projects or reassign them if a team member becomes ill.
#7. Process Management
One goal of ClickUp’s process management tools is to help project managers spend less time on repetitive tasks. Project managers may generate task templates and lists, and then you can save the documents for future use. Project managers don’t need to begin the planning process from scratch each time a new project of a similar kind enters their pipeline. Instead, they can simply choose a template from the repository and get to work. The applications marketplace contains interfaces with third-party programs such as MailChimp and Facebook, as well as additions designed just for Monday and thus exclusive to the system. Monday also provides its application programming interface (API) documentation for software developers who want to create integrative solutions.
ClickUp Pricing
The freemium plan offered by ClickUp is well-suited for use by smaller enterprises. On the other hand, it also provides three more price categories for customers searching for additional functionality or who have bigger teams.
#1. Free Plan
The Free version of ClickUp is, in my view, fantastic since not only does it provide users with limitless tasks and 100 MB of storage space, but it also provides them with unlimited members. Although there are certain restrictions, such as only being able to spend sprint points a certain number of times or having a maximum of 100 automation each month, it should be plenty to get you started if you have a small team (or work alone).
#2. Unlimited Plan
The Unlimited plan costs $5 per user per month and includes everything available on the free plan. On top of that, it includes unlimited storage, integrations, dashboards, and access to advanced reports. Because you can establish permissions on documents and data with the unlimited plan and not with the free plan, you should consider using this plan if you are collaborating with customers from outside your company.
#3. Business Plan
The Business plan, which costs $12 per user each month, contains everything included in the unlimited plan. On top of that, it also increases the number of security measures available. Users of this tier are provided with two-factor authentication and single-click sign-on capabilities utilizing third-party services like Google. In addition, if you are interested in developing sophisticated dashboards for report creation, this is the plan for you. It has an infinite number of dashboard widgets, a sophisticated time-tracking system, and goal alignment, making it simple to match project objectives with real-time data.
#4. Business Plus Plan
Business Plus Plan will cost you $19 per month. It is the best option if you have to manage multiple teams. It includes all the business plan’s features and some other unique features too. Features such as team sharing, subtasks in multiple lists, custom permission, priority support, more automation and API than other plans, and several others are available.
#5. Enterprise Plan
The Enterprise plan is the last tier of service that ClickUp provides. ClickUp didn’t make the pricing public for this plan. Choose this plan, and you will get everything with the business plus plan. You will also access enhanced API limitations, numerous sign-in choices, and HIPAA compliance. You will get access to a dedicated account manager, personalized onboarding, and assistance if you have any difficulties.
What all apps can one replace by using ClickUp?
The integration platform provided by ClickUp is vibrant, with over a thousand different integrations available. We are grateful for the integration provided by Zapier, which is perfect for novices. To familiarize you with a few of the integrations:
Email, Facebook, and other social media platforms are examples of communication channels. Because of these integrations, you will be able to simplify the omnichannel management of the requests made by your customers.CRM like Hubspot, Salesforce, Zendesk, etc., are ideal for combining the management of projects with the operation of other aspects of your company (customer support in particular).Software for managing projects such as Monday, Trello, and Asana, among others. One click is all it takes to import your accumulated data using other project management software into ClickUp.Communication and collaboration tools for employees include Slack, Zoom, Microsoft Teams, Hangouts, and Google Drive, among others. Although ClickUp already provides authentic agent communication features, you can improve them by integrating several communication tools.
Conclusion
You will have the most freedom without losing the ability to see the big picture using ClickUp. No matter what you do, there will always be a way to set up ClickUp. ClickUp offers excellent integrations with plenty of other tools, which makes the product even better at making your life easier. You can work on all of our projects from anywhere, at any time, thanks to ClickUp. This makes it much easier and more productive to work from home. On the same platform, you can divide work, set priorities, keep track of project progress, and work together.
