ClickUp vs. Microsoft Planner

Great for project management, reoccurring task management, building trackers and keeping track of what everyone is up to. Like all software that has great functionality, having solid governance and control over access is essential. I recommend ensuring that your admins/owners have a close eye on what is going on across the space or it can turn into an unmanageable nightmare.

There are a few examples where MS Planner would be suitable for employees at a mature organization. In my opinion, if you have Outlook or Teams, you already have built-in calendars and to-do lists. If you need a project management tool, you have two options: either pay for MS Project or use an alternative tool like Monday, Asana, or Jira. Regardless, their free versions are much more sophisticated than Microsoft's (MS Planner). Any team wishing to put together a halfway-decent project management board will need to look elsewhere, as MS Planner is only suitable for a personal to-do list.

Incentivized

• Customizable setup and views for any personal preference (works for EVERYONE)
• The communication tools inside of ClickUp help reduce emails
• The ability to share ClickUp forms and documents with people outside of ClickUp is powerful
• Unlimited file size for form attachments is amazing

Incentivized

• I love the ability to tag and untag others as needed
• I love the ability to customize the tag labels and that there are so many options
• I love the ability to add comments and it notifies the others tagged in the task
• I love that the task description can be changed as needed without notification to others assigned to the task

Incentivized

• Add new people to meetings that are already in progress
• Adicionar pessoas novas em reunioes que já estao em andamento
• Record meetings within ClickUp
• Gravar as reunioes dentro do clickup
• connection with whatsapp to manage leads within the CRM in ClickUp
• conexão com whatsapp para gerenciar leads dentro do CRM no ClickUp

• Would be nice to see a calendar view instead of a list view
• Permissions aren't configurable, anyone can delete any task at any time and there is no recycle bin
• Notifications aren't great, you have to be attached as an owner to a task to see comments and be notified of changes, and even then notifications aren't shown for a lot of things

Incentivized

It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.

Incentivized

It is a very useful tool that brings teams in sync with one another. The integration with other Microsoft products makes it an obvious choice because you don't have to purchase a license for a completely different tool that doesn't have cross-functional capabilities with the software you already use on a daily basis.

Incentivized

Far easier to use than any other PM tool. ClickUp is incredibly intuitive and had us saving time and energy within the first week of implementation. In my opinion, PM software should make it easier to focus on the deliverables - it shouldn't take all your time and energy to learn how to use the tool in the first place. ClickUp is a user-friendly tool that actually helps us focus on what's important.

Incentivized

The board-and-bucket layout makes it easy to organize tasks, track progress, and prioritize work at a glance, even for first-time users. I also appreciate how Planner seamlessly integrates with tools like Teams, Outlook, and SharePoint, enabling users to collaborate, schedule tasks, and access their plans without needing to switch platforms. I also like how it’s accessible not only on desktops, but also on mobile devices.

Incentivized

For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.

Incentivized

The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.

Incentivized

I started using ClickUp when it was what most would consider a baby company. There were the occasional bugs that made working in ClickUp a little bit of a headache, but the support feature allowed me to chat with a real persona and communicate my issues. I would always get prompt support and someone willing to really help me, not just point me to FAQ pages. Not feeling like a number really makes a difference.

Incentivized

There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.

Incentivized

Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.

And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.

Incentivized

I did not make the decision to move to ClickUp, but I did provide feedback and hear feedback from our internal team about how ClickUp centralizes a lot of the company wides resources into one space. I feel that ClickUp provides more dynamic workflow building beyond Jira and Karbon, and tasks and questions are more searchable cross team, causing more time saved and less time reaching out to ask for an update. All Apps have their individual strengths, but ClickUp has it all live together in one space, making it easier overall for searching and updating items internally as a team.

Many areas of the company still use Trello to organize their activities and tasks, but gradually Microsoft Planner must replace the activities. Users are often "attached" to familiar technologies, but Office 365 takes advantage of the more organized use of the tools. This year we will not renew the Trello contract.

Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.

Incentivized

• Before ClickUp, my team would have multiple different project trackers, all in different locations, formatted in different ways. ClickUp has allowed us to move all those trackers into one location with a specified template and the ability to directly link tasks to tickets. This has greatly impacted project deliveries in a very positive way.
• The time tracking feature of ClickUp has been amazing for our development team. Instead of them having to track in a separate document or at the end of every day, try to remember what they worked on and when, they instead can just hit a timer button on the ticket and go off to work. This alone has saved time and improved the accuracy of tracked time to projects.

• In my experience, productivity is negatively impacted because assigning subtasks aren't clear on Microsoft Planner
• Managers aren't able to track direct reports' tasks across multiple boards -- leading to poor visibility for us
• Notifications aren't always sent to inbox, so you rely on people's own project management skills to follow the communication on tasks they're assigned to. In my experience, this leads to missed deadlines impacting customer relationships.

Incentivized