ClickUp Review: All-in-One Task Management

In this ClickUp review, I’ll be sharing my own insights into the pros and cons of the ClickUp platform for cloud-based project management. I’ve used this tool (as well as its competitors) for a few years now, and it’s fair to say the solution has come a long way in recent years.

Not only is ClickUp incredibly intuitive, but it’s versatile (capable of integrating with a wide range of tools), and it now includes a range of AI-powered features.

Based on some of the other ClickUp reviews I’ve seen, most people agree that this is one of the best project management solutions around. However, it does have a slight learning curve, and I’ve encountered better automation builders on other platforms.

Let’s dive into my full ClickUp review.

ClickUp Review: Quick Verdict, Pros, and Cons

Overall, ClickUp is a powerful cloud-based tool for project management that offers companies a comprehensive hub for communication, collaboration, and task tracking. It enables convenient workflow automation and boosts efficiency with the new “ClickUp Brain” generative AI solution.

Pros:

  • Powerful generative AI functionality (ClickUp Brain)
  • Comprehensive tools for product development
  • Flexible project management system with multiple views
  • Excellent resource and knowledge management capabilities
  • Highly versatile automation options
  • In-built collaboration (Docs, Inbox, Whiteboards, and Chat)

Cons:

  • Lots of features introduce a slight learning curve
  • No 24/7 real-time support
  • Extra fees for AI features

ClickUp Review: The Key Features

ClickUp is packed with features intended to boost collaboration and productivity in the workplace. In fact, there are hundreds of customizable capabilities to explore, and the company is constantly adding new functions, from AI solutions to new collaboration tools.

Since it would take all day to walk you through every available feature on the platform, let’s break down the core capabilities into six key sections:

Project Management

At the heart of ClickUp’s toolkit is its robust project management technology. Similar to other well-known project management tools, like Asana, ClickUp gives you access to a range of features for managing workflows, such as task assignment, portfolios (where you can store crucial content), board views for workflows, and Gantt charts. I should also note that there are more than 15 “View” options to choose from, which is pretty impressive.

You can also chat inside of tasks, and customize permissions, or add unique fields to tasks to help you track the things most important to your projects. The task view is actually incredibly intuitive, with built-in AI support, so you can get help generating ideas as you work. Plus, you’ll be able to access a time-tracking functionality in each task to help maintain momentum in your work.

Product Development

For product development teams, ClickUp offers all of the basic functionality you would expect for things like development “Sprints” and sprint reports. You can create Kanban boards if you’re managing an agile development team and drag and drop tasks into different sections at will.

Plus, ClickUp has a handy “roadmap and backlog” feature, which is excellent for managing disruptions. You can collect bug and issue requests with intake forms and immediately convert them into trackable tasks for team members to customize.

Knowledge Management

Knowledge management is a crucial function for any project management tool, particularly in the world of hybrid work. I was impressed by the knowledge management features I found during my ClickUp review and how easy they were to use. ClickUp “Docs” are great for creating organized workspaces packed with all of your most essential data.

You can even connect your Docs to your workflows, collaborate with team members on Wikis and Docs in real time, and securely share content with anyone. Like many of ClickUp’s tools, the Knowledge Management features also come with access to AI solutions, which can help you to track down relevant content faster with personalized suggestions and guidance.

Resource Management

Another essential feature for both project and workplace management, resource management features ensure you’re getting the most value out of your assets. I’ve already mentioned the “time tracking” functionality, which can be implemented into any task, board, or workflow. You’ll also be able to create custom workload views for each team member (which can help with task assignments).

Another great feature of ClickUp is the ability to give your employees access to flexible dashboards with in-built productivity tracking metrics, insights into deadlines, and more. You can even set specific “Goals” for your team members to help with tracking wins.

Collaboration Tools

Notably, if you’re already using a popular collaboration tool like Microsoft Teams, ClickUp offers some integration options so you can combine the two platforms. However, you can collaborate pretty effectively within the ClickUp tool. The collaborative knowledge management tools allow team members to work on documents in real time and share content instantly.

Plus, you’re not limited to simply leaving comments on Docs. Users can access whiteboards to brainstorm ideas on an infinite canvas (there are even templates included). You can even start with a blank canvas, which you can convert into a graph, flow chart, or anything else.

Plus, you’ll have access to a shared inbox, for tracking important tasks and requests, and chat tools for real-time communication while you work. I did find the chat functionality a little clunkier than using something like Slack, or Microsoft Teams, however.

Workflow Automation

As I noted earlier in this ClickUp review, creating automations with ClickUp can be a little clunky and complicated at times. However, the automation features themselves are still pretty good. You can build automations that work alongside external tools like Twilio and your email inbox, which is helpful. Plus, ClickUp gives you handy “suggested” automation options to get started.

One particularly useful feature is the “AI automation builder.” If you’ve never built an automated workflow before, all you need to do is tell your AI system what you want to accomplish, and it will build an automated process you can edit. ClickUp is also adding AI-powered updates and analysis to its automation system, further enhancing the platform’s value.

Other New and Exciting ClickUp Features

Alongside all of the key capabilities mentioned above, I wanted to draw attention to some of the new and exciting features that have emerged on this platform over the years, such as:

  • Clips: A new video-focused feature on ClickUp that allows you to instantly share screen recordings and short videos with team members, similar to Loom. You can create a clip in any conversation, comment on clips, and turn clips into tasks. Plus, you can transcribe clips with ClickUp’s built-in AI tool and search inside Clips with ClickUp Brain.
  • Clickup Pulse: The “Pulse” app within ClickUp is one of the top ways to boost your reporting and analytics capabilities within the platform. You can use it to get a high-level view of your team’s performance at a glance. This adds to all the detailed report options you can access, as well as the automated report creator in the platform.
  • ClickApps: ClickApps aren’t exactly a new feature in ClickUp, but they are interesting. They allow you to completely customize your team’s workspace with built-in functionality within ClickUp; for instance, you can enable custom fields, comment reactions, dependency warnings, status progress insights, etc.

ClickUp Review: AI and Integrations

One thing that I really love about ClickUp today is how effectively it has incorporated generative AI into its toolkit. Notably, like most AI solutions (such as Microsoft Copilot), this functionality isn’t included for free with standard ClickUp plans.

You’ll need to pay an extra fee to add AI to your ecosystem, which starts at $5 per member per month. However, that fee could be worthwhile. Throughout my ClickUp review, I saw plenty of opportunities for generative AI to streamline my workflows.

You can use ClickUp’s AI tools to create entire articles or scripts inside of each task description or document. The tools can also edit your content, use simpler language, shorten content, summarize conversations, and explain topics.

Plus, the AI assistant can automatically create reports for you, suggest ideas for your workflows, help you find content in documents, and design your automation strategy (as mentioned above).

Another thing I love about ClickUp is how well it works with a wide range of other applications. ClickUp has its own open API, which allows you to create comprehensive, multi-channel automated workflows. Plus, there are plenty of one-click integration options for popular tools.

Within the ClickUp App Center, you can find integrations for Zoom, Dropbox, Trello, Salesforce, Microsoft Teams, Slack, and more.

ClickUp Review: Ease of Use and Customer Support

Compared to some of the other project management tools I’ve reviewed in the past, ClickUp does have a slight learning curve, thanks to its huge range of features. However, it’s still an extremely intuitive solution, with a modern interface and plenty of tooltips to help beginners.

Creating tasks, assigning them to team members, and monitoring results is very straightforward. Plus, if you’re accessing ClickUp’s additional AI tools, you can streamline a range of processes that would usually take more time, like designing workflow automation.

I really appreciate the fact that ClickUp is extremely customizable. It allows different team members to create their own dashboards and choose their own views based on their working styles. You can essentially customize every aspect of your experience without any coding knowledge.

Plus, ClickUp definitely offers plenty of useful learning resources, such as the ClickUp Academy, Help Docs, Demos, and “Getting Started” guides for beginners.

In terms of customer service, ClickUp doesn’t offer phone support. Live chat is available for users on paid plans, and free plan users can get in touch via email. However, the live chat support isn’t 24/7. The only way to get consistent real-time support is through ClickUp’s chatbots.

ClickUp Pricing and Fees

One great thing about ClickUp is that you can get started without paying anything. There’s a free forever plan that’s pretty generous, offering unlimited tasks and plan members, 100MB of storage, collaborative docs, whiteboards, real-time chat, and more.

Generally, I’d recommend this plan for individual users; however, it lacks many of the comprehensive tools you’ll need to manage and support a team. Paid plans include:

  • Unlimited: $7 per user per month: Everything in the free plan, plus unlimited storage, integrations, dashboards, Gantt charts, custom fields, and more. Plus, you can create Guest accounts, access email, create goals and portfolios, and access resource management tools.
  • Business: $12 per user per month: All the features of the Unlimited plan, plus unlimited teams, custom exporting, advanced automation, time tracking dashboard features, workload management, and goal folders.
  • Enterprise: Custom pricing: Everything in the Business plan, plus an Enterprise API, white labeling, advanced permissions, single sign-on, advanced security, live onboarding training, universal search, and more.

As mentioned above, you’ll also need to pay an extra $5 per user per month to add AI to any of ClickUp’s paid plans. You can’t access AI on the free plan.

ClickUp Review: The Verdict

Overall, ClickUp is a powerful project management tool, ideal for keeping your team aligned, on track, and productive in the modern age of work. If you’re looking for a solution that combines comprehensive automation opportunities with project management, document collaboration, and AI, then this could be the ideal solution for you.

Of course, there are some slight downsides, such as a small learning curve for beginners on the platform (although this can be addressed with the help of AI). Still, I think ClickUp is an excellent choice for companies searching for a robust project and workforce management solution.



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