ClickUp

Score8.6 out of 10

1,532 Reviews and Ratings

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ClickUp

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What is ClickUp?

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.

Categories & Use Cases

Media

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Task Management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 9
Team Collaboration
Team collaboration capabilities let team members work directly with each other and provide team updates.
Category average: 8.8
Support for Agile Methodology
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
Category average: 8

Project & financial reporting
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
Category average: 7.8
Email integration
Email integration allows work requests to be made directly from email.
Category average: 7.6
Mobile Access
Mobile access is the ability to access the software from a smartphone or tablet.
Category average: 7.7

Asia Wright View profile

Founding Member at The Wright Choice Firm (1-10 employees employees)

Use Cases and Deployment Scope

I use ClickUp as a project management system, CRM, and firm management resources. The main business problem ClickUp solves is organizing firm clients, their information, our communications, and their document files into one consolidated place. Secondly, I solved the business problem of needing to track leads and contacts from initial contact to client and referral partners.

Pros

Tracking email communications externally per client projects.
Directing internal communications to specific projects and tasks.
Keeping a list of tasks that need to be completed and organizing them by priority.
Automatically adding a notetaker to meeting calls and summarizing next steps for those calls.

Cons

The AI synthesizing cannot parse through large amounts of data to get proper answers.
Emails can't be automated.
Tasks for managed persons can't be fully tracked.
Docs from AI Notetaker can't be automatically shared with other team members.

Return on Investment

ClickUp allowed my business' efficiency to drastically increase due to the consolidated project information, client communications, and task organization in one place.
It has increased my ability to visualize the effectiveness of my staff's work product and efforts instead of relying on their self-reported project completion.

Usability

Other Software Used

Calendly, Zapier

Helen McDaniel

Specialist in Research & Development at Georgia Gwinnett College (1001-5000 employees employees)

Use Cases and Deployment Scope

We use ClickUp to keep track of the many projects that we have throughout the year. Before ClickUp, we were using spreadsheets to keep track of the many projects we have and it proved to be a disaster because spreadsheets didn't have the capabilities to handle intricate projects and lacked the scalability needed to help us with important projects that required resources and people throughout the organization and outside as well.

Pros

Keeps track of due dates for projects
Keep track of progress of each individual involved in the project
Keeps track of resources needed for projects
Keeps users abreast of changes in the project's scope
All projects are in one area which helps to manage workflow

Cons

I would prefer a non black background

Return on Investment

Allows us to meet from anywhere in the world.
Allow us to provide reports and updates via computer to leadership.
Leadership in our organization have praised IT for the use of ClickUp because the tool is exactly what was needed. Before, we were depending on spreadsheets to keep track of work.
ClickUp brings organizatins together in ways that other software has not. It provides everything we lacked and needed to get out organization up to the standard as other large universities.

Usability

Other Software Used

Microsoft 365 Copilot, Microsoft SharePoint, AimTraction Custom Web Applications

Jaclyn Reisser View profile

Vice President of Operations in Product Management at Mobiniti (11-50 employees employees)

Use Cases and Deployment Scope

We use ClickUp for cross-departmental communication, development work, and projects. We also document department-specific SOPs, client communications, and client account updates. ClickUp is also integrated with Slack, our Platform, and Intercom. ClickUp boards are used for each department to keep information organized. We rely on ClickUp functionality daily and use features such as Docs, Clips, and Teams to ensure transparency and organization within the company.

Pros

Task movement using Groups on Spaces
Clips to visually document and record information
Spaces to keep each department organized.

Cons

Main search bar is very glitchy
Setting up notifications on a per team basis.
ClickUp extension disconnects regularly.

Return on Investment

ClickUp has made it significantly easier to ensure daily work is visible to all.
Task planning and time management is a struggle for my team on ClickUp notifications are not set up correctly and/or not working
Frequent changes on the layout of ClickUp creates a significant learning curve and time for my team to re-adjust.

Usability

Alternatives Considered

Salesforce Data 360

Other Software Used

Slack, Fin by Intercom, Pipedrive, Zendesk Suite, Mobiniti, HubSpot CRM, Metabase, Hotjar, Sinch, Twilio, Coupa, Stripe Billing, Gusto, Rippling, WordPress, Calendly, GoDaddy, Figma, Bandwidth, Infobip, BugSnag

Stacie Moody-McClung

Program & Administrative Coordinator in Product Management at Junior Achievement of Greater Kansas City (11-50 employees employees)

Use Cases and Deployment Scope

My team and I use it as a project management tool. We live in ClickUp and track every step from start to finish. We have hundreds of projects going on at once, each with different tracks, and ClickUp allows us to keep all of that organized extremely well and connected with each other.

Pros

Customization is huge for us! We do not have the aspects of standard project management, so having the ability to customize basically everything in ClickUp is amazing.
An outstanding free version of the software! We are a small nonprofit organization that cannot afford the robust levels of other software, so having access to SO MUCH for free is incredible.
The layout and organization of tasks, Spaces, folders, etc. is perfect. I love how I can see which task all of my subtasks belong to on my dashboard. And the option to change colors and icons for everything also really appeals to my obsessive brain.

Cons

My major complaint (which is really not that major) is the inability to add another status in the "Complete" category. The customization around statuses is nearly perfect, it's just missing that one piece.

Return on Investment

Since we use the free version, financially, the ROI has been spectacular. If we didn't have this free version, we would still be using spreadsheets and Word docs to track everything.
Productivity and efficiency improvement are off the charts! Truly, since we started using ClickUp, we have been able to increase our output and create new programs solely because we can track them better and we're not using multiple channels to do so.
Communication has improved significantly because we are able to keep everything in one place. What used to be a multi-step process across at least 4 different platforms is now all in ClickUp. Instead of looking at several spreadsheets or sending a message in Teams for an update, we just look at the task and we have our answer immediately. It's also been a lifesaver for when someone is out of the office and we need a status update.

Usability

Alternatives Considered

Asana, Trello, monday CRM, Todoist and Microsoft Planner

Other Software Used

Microsoft Planner, Microsoft Teams, Microsoft Excel

Zaid Aboobaker View profile

Founder CEO in Finance and Accounting at CompassPoint (11-50 employees employees)

Use Cases and Deployment Scope

We use ClickUp for project management, CRM, talent acquisition screening and AI super agents. The agents are used for content support, personal assistants, form fillers, diagram design and preparing the first drafts of proposals for prospective clients. We also use it to house all our SOPs and delegation of authority matrices.

Pros

AI super agent builder is excellent and supports people with no coding skills to build their agents.
Continue to develop the features and functionality.
Responsive to queries and helpful in troubleshooting

Cons

It’s far too expensive because you can’t have users on different plans. All or nothing doesn’t work.
The AI agents need to get access to MS365 asap.
Custom fields are hard to manage and then the workspaces get disjointed.