ClickUp is a productivity platform that brings together work apps, data, and workflows. Also presented as a Converged AI Workspace, ClickUp eliminates work sprawl to provide context and a single place for humans and agents to work together. The platform currently boasts over 20 million users worldwide. ClickUp Brain² is deeply embedded into the workspace, offering conversational intake for project scoping and autonomous task generation. It can transform brainstorming docs…
$0
per month per seat
Zoho Tables
Score 8.2 out of 10
N/A
Zoho Tables is a no-code spreadsheet-and-database hybrid, combining familiar spreadsheet workflows with the advanced capabilities of a relational database. With five distinct views—Grid, Gallery, Kanban, Calendar, and Form—Zoho Tables allows users to visualize data in the way that best suits the task. It can also be used to build interactive dashboards to bring key metrics together, monitor progress, and gain valuable insights at a glance. Beyond…
I think it is great for task management and project management. It allows for much easier cross-team collaboration. Personally, I found it useful as a project and team manager to better keep track of all the deliverables that have been assigned to various members of the team. It is less appropriate to use as a CRM even though the website mentions it can be used as one, it still lacks many features which a full-fledged CRM would provide.
Zoho Tables has been great! I have outlined many of my descriptions in my previous answers. It works great for many things, and could do with just a bit more refinement in the ability to customize what it can turn into. However, the best part of Zoho Tables is the simplicity of its original "blank" state. With the right pre-made User-defined automations for primary zoho apps such as projects and CRM, this would become our commonly used tool as a central hub for all our operations.
Task Management - you can easily track details and notes of the tasks, deadlines and important dates, and notes and key links for the task. This has really leveled up how we manage projects and tasks.
Operational efficiency - by tracking where time goes the most or which tasks go the most, it enables you to identify areas where the most time is being spent and if that process needs to be improved or changed to streamline workflow.
SOP/Document storage - it is easy to create documents for standard operating procedures and processes and have a file to easily locate and reference them.
Files for projects or clients - ClickUp allows you to create separate files, folders, and subfolders to easily store and locate any corresponding tasks, projects, or important documents for that specific project or client.
AI overview - for tasks or documents with longer note sections or that have spanned more time and have more notes involved, ClickUp has an AI overview tool that helps with summarizing.
Ability to create subgroups in a simple fashion in the Zoho Tables. That allows for drop downs. Does not change the formatting of any cells unless specifically addressed by user. But a light column is added at the start of the table with a button to dropdown each row.
Ability to fill a cell with color without reason or specific selection of field options, add an option for a simple color bucket fill.
It would be great to have an efficient way of updating tasks, projects, etc all on one table easily set up by the user! (Ie. When column "Next Action" equals "Add Task to Project 1" without using deluge)
The best pre-made automations for Zoho Tables would be with all {} being user defined selections:
- Update {Selected Task Field} on {Task} when {Column}...
- When {Row} on table is created or edited: Add {Column} as a Task on {Project} in {Task List} then map {Related Table Columns} to {Project Columns}
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.
ClickUp is generally very usable once the workspace is properly organized. The flexibility of views, custom fields, task structure, dashboards, and automations makes it easy to adapt the platform to different teams and workflows. The main reason I would no rate it a 10 is that the amount of functionality can make the interface overwhelming, specially for new users. large workspaces with many custom fields, notifications, views, and hierarchy levels can also require some training and ongoing governance.
Simple to use and as a Zoho user, for over a year, I had no issues whatsoever implementing tables almost within minutes to replace Airtable and other databases that were being used as intermediaries, without the automation. Highly recommend (note: in very early stages of testing)
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.
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.
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.
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.
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.
ClickUp is more robust and customizable than the ones we tried. I like Notion's user interface but seems more powerful to track progress. We didn't need the timetracker part of Monday and Asana seemed a little too cumbersome. So ultimately we went with ClickUp because it had the most potential... potential that we still have yet to harness.
Zoho Projects is great for it's intended use to track and manage projects, and the CRM is also great for it's intended use. However, when you are managing operations, everything essentially "ties" together when you are needing to make next decisions. This really comes into play for meetings, and to do lists, etc. Sometimes, all of the detail does not matter when you are trying to operate efficiently. For example, during a meeting, many times we will review KPIs (comes from CRM but in Analytics), then projects, and then general topics. At all points throughout the meeting, tasks are coming up which need to be added, etc. All range vastly resulting in a lot of different places. With Zoho Tables, I am basically working on a blank canvas of cells that can pull data from where I need it too and the more user friendly the ability to set up automations and workflows to be a central hub/home base type tool, the better it would be!
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.
I have not had much ROI on this specific tool just yet. But I do foresee the ability to streamline a lot of our operations as we are beginning to scale.
