Our Review of ClickUp, Project Management Tool For Small Dynamic Teams

Project management tools used to be reserved for larger organizations, but today they are much more accessible to all small and medium-sized businesses. Clickup is part of this category of project management software: very light and easy to set up, it is ideal for small teams that want to structure themselves.

With a very functionally advanced free plan, Clickup is probably the best value on the market. Its freemium plan offers great functional depth, and an unlimited number of users and projects.

By combining deep core functionality (scheduling, collaboration) with a unique automation feature, Clickup is one of the most advanced software products on the market.

In this article, we detail everything you need to know about Clickup to make your opinion!

Our opinion on Clickup

The benefits of Clickup:

• Value for money: The freemium plan is very generous and ideal for beginners (sufficient but not overwhelming functional depth). Secondly, Clickup offers 4 plans to fit all types of needs, and with reasonable first prices compared to the rest of the market (from $9/month/user).
• Flexibility: Clickup is a project management software that will suit everyone (self-employed, large companies, complex project management with multiple teams, international companies). Its extensive customization capabilities make it a flexible tool that adapts to your needs and projects.

The disadvantages of Clickup:

• Difficulty of adaptation: This is the downside of the functional depth and the sometimes excessive customization. The process of adapting to the tool is long and difficult, especially since it is not accompanied (except with the Enterprise Plan).
• Customer support: This is the real weak point of the solution, and accentuates the first drawback. Support is only available via chat for user issues (phone and email are only available for sales related questions). The helpdesk is too crowded and poorly organized, which makes it difficult to solve problems independently.

Clickup: Feature Overview

Clickup offers a wide range of features for managing your projects, adapted to the size of your organization. As far as onboarding is concerned, we appreciate the fact that the software adapts to your level of familiarity by offering you to choose the configuration best suited to your needs.

Task management and planning

Clickup makes it easy to keep track of your task lists, which can be accessed and managed at a glance. Project managers can create them and automatically integrate them into team members’ calendars.

For more flexibility, the drap-and-drop function allows you to reorganize deadlines and define the order of priority for completion. And the recurring task creation function is a real time saver for teams with similar processes.

In addition to its basic task management features, Clickup also offers more advanced tools to make your teams more efficient and faster.

For example, the creation of saveable templates, which allows you to select the template without repeating the entire planning process.

Collaboration and communication

On the same model as Google Docs, Clickup offers collaborative documents that allow your team to work together in real time.

When the document is open, you can see who is working on it and track the changes being made. Because documents are shareable, it’s easy to collaborate and ask for feedback or help from other team members.

Reporting & Time tracking

This is a key feature of the software, as it allows you to estimate the skills of a team to better adapt to their needs – or those of customers. With an overview of each member’s calendar (by day, week or month) and synchronization with Google Calendar, you know where each of your agents stands.

The time tracking feature allows you to set deadlines and generate notifications to ensure they are not forgotten. Each task can have a start and end date, with an adjustable duration.

With the Gantt charting feature, you can plan and prioritize your activities by creating an overall project schedule.

Customisation possibilities

One of the advantages of Clickup is its advanced customization features that allow you to make the tool your own and adapt it to your needs.

In particular, you can:

• Create your own task categories
• Adjust privacy settings for each team member
• Integrate Excel spreadsheets
• Use the dark mode to work at night
• Choose distinct colors for each workflow

Clickup’s key feature: Automation

This is a real time saver, for increased performance and fewer repetitive tasks for the teams.

• Native automation features: You have access to automatic assignment of tasks, comments or pre-recorded answers, automatic modification of task statuses, or automatic addition of tags (predefined and customized categories).
• Customizable automation features: You can use the ones Clickup offers or create your own, depending on your needs. For example, you can decide what action occurs when an automation is triggered, saving time compared to manual processes.

• Automation integration with external applications: Automation, combined with the many integrations Clickup offers, provides a single, shared, automated workflow.

Customer reviews of Clickup

On the whole, customers are satisfied with the tool, which they find complete and customizable, and above all very flexible. On the downside, the difficulty of adapting to the tool for beginners in project management is often mentioned, as well as the complexity of the helpdesk, with an unintuitive interface.

Customer support at Clickup

To introduce you to Clickup customer support in a few points:

• Contact options: Support is available with a 24-hour live chat for your user issues. For sales related questions, you can contact them by phone and email, but not for other types of inquiries.
• Helpdesk: The helpdesk is rich but too complex. The navigation in the interface is not very intuitive, the categorization is not very clear, and the multitude of resources (videos, blog articles) make it difficult to solve problems independently.

The Clickup integration marketplace

Clickup’s integration marketplace is extremely rich, with over 1000 integrations available. We appreciate the integration via Zapier, ideal for beginners.

To introduce you to some of the integrations:

• Communication channels: Gmail, Facebook, Twitter, etc. These integrations allow you to facilitate the omnichannel management of your customers’ requests.
• CRM: Hubspot, Salesforce, Zendesk, etc. Ideal for integrating project management with other aspects of your business (customer support in particular).
• Project management software: Monday, Trello, Asana, etc. You can import your data from other project management software into Clickup with one click.
• Internal communication & collaboration: Slack, Zoom, Microsoft Teams, Hangouts, Google Drive, etc. While Clickup already offers true agent communication features, you can enhance them with numerous communication integrations.

Clickup: prices

Find out the rates for the different plans offered by Clickup:

• Free: An ideal plan for beginners, with unlimited projects and users, but only 100 MB of storage.
• Unlimited: $9/month/user. Storage becomes unlimited and you get access to the integrations marketplace and advanced reporting features. Plus, privacy settings (customizable access restrictions) become unlocked.
• Business: $19/month/user. Ideal for large organizations. You get advanced security features (2-factor authentication + Google SignIn). Some deeper features (widget creator, KMI tracking) are also interesting.
• Business plus: $29/month/user. For multi-team project management. You can automatically assign tasks to agents and have access to API functions.
• Enterprise: Rates on request. This is a high-end package for companies with the most important needs. You benefit from a dedicated Clickup manager.

The main alternatives to Clickup

There are many other project management tools that can be adapted to your specific needs:

• Some are more focused on internal collaboration (planning, sharing calendars and mailboxes between teams) – Monday, Notion, Wrike
• Some are more focused on task management and reporting (time and budget management, cost analysis and performance monitoring) – Basecamp, Jira, Todoist
• Some are specialized in external communication (ideal for customer support teams) – Teamwork, CoSchedule

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