ClickUp Review (2023) Tested for SMBs
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Bonfire Rating: 4.8/5 ClickUp is perfect for scaling all of your project management efforts across all your teams.
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As a small business owner, finding the right project management is a seemingly neverending task. For each platform you try that doesn’t work out, you lose out on time and money , having to regroup and start over. That’s where I come in. I’m AJ, and I’ve used every project management tool under the sun while growing my digital agency (which I leveraged for a multi-million dollar exit). After my exit, I started Small Business Bonfire to help fellow small business owners and entrepreneurs succeed . For this review, we chose to test ClickUp, a platform built with SMBs in mind . After months of testing, the Small Business Bonfire team and I present to you this comprehensive ClickUp review. Let’s get into it!
You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
What Is ClickUp?
ClickUp is an all-in-one project management solution designed to help teams stay organized, collaborate effectively, and get their work done faster. At its core, ClickUp provides a visual workflow that can be easily customized to your team’s individual needs . We think ClickUp is fantastic for small and midsize businesses because it offers a robust free forever plan in addition to more advanced plans that are perfect for scaling your business . ClickUp is packed with tons of features, including: Multiple board views for organizing tasks Team collaboration capabilities (for multiple teams) Time tracking tools Easy-to-use mobile app Powerful task management tools Workflow automation Helpful templates (including a fantastic CRM template) We especially liked how easy it was to integrate a ton of our favorite apps and how we could view project progress from our phones. In short, we think ClickUp is an amazing tool for SMBs who are looking to take their productivity and collaboration to the next level without breaking the bank.
ClickUp Pros and Cons
Let’s face it, no matter how good a product is, it’s going to have some downsides as well. In this section, we go over the pros and cons of ClickUp for full transparency.
ClickUp Pros
Free forever plan
Great mobile app
Tons of collaboration capabilities
Powerful task management features
Highly customizable workflow
ClickUp Cons
There is a pretty steep learning curve for beginners
We found some bugs within the tasks feature
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Who Is ClickUp Best Suited For?
ClickUp is best suited for small and midsize businesses looking for a powerful all-in-one project management tool. It offers a ton of automation and customization features that let you tailor your workflow to suit your team’s needs . Plus, the free version makes it a great option for startups and entrepreneurs that don’t have a big budget yet. Some specific industries that could benefit from using ClickUp include: Internal marketing agencies Software development teams Design firms Being able to communicate with your entire team in real time (in conjunction with automations like alerts or assigning users) is one ClickUp’s biggest advantages in our opinion. We recommend ClickUp for teams of any size.
Who Is ClickUp Not Suited For?
Even though ClickUp is an amazing platform, it’s not the best option for everyone. It might be a bit overwhelming for teams that have never used project management software before due to its rather steep learning curve . This can make setting up your processes and onboarding team members difficult if you don’t plan ahead. We recommend consulting with a professional in order to make the most out of the software for your business.
ClickUp Pricing
ClickUp offers a whopping 5 plans to choose from. We think this is great because it allows businesses to scale as they go and only pay for the features they need. ClickUp’s pricing plans include the following: Free Forever – Free Unlimited – $9/month Business – $19/month Business Plus – $29/month Enterprise – Custom pricing
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How Does ClickUp Pricing Compare?
In terms of pricing, ClickUp is par for the course while also offering a fantastic free plan . Compared to Monday Projects, ClickUp is equally affordable (but with more utility, in our opinion). Both services start at $9/month , although Monday Projects doesn’t offer a free plan . ClickUp’s free plan is also more robust than that of Zoho Projects (which is only free for 3 users). While a lot of these project management tools are around the same price, we think ClickUp offers some of the best value on the market .
ClickUp Pricing Tips
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Annual Plans Save ClickUp offers up to 45% in savings by paying yearly. If you're serious about scaling up your team's productivity, we recommend going with an annual plan.
Free Plan ClickUp offers a free version that's actually quite impressive. It's perfect for small teams and startups that don't have much capital yet and are still in the process of building their business. At Small Business Bonfire, we always recommend at least trying out the free plan and seeing if you like it. After all, what do you have to lose?
Free Trial ClickUp offers a free trial on most of their plans. The only caveat is that you need to contact their customer service department in order to start your trial.
ClickUp Features: The Best Project Management Software?
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Customization
In terms of customization, we found that ClickUp has a lot to offer. Throughout our testing, we consistently found ourselves surprised at how comprehensive ClickUp's customizable features are, such as creating task statuses , custom fields , and dashboard views . It was honestly a bit overwhelming at first glance compared to other project management tools. However, once we got past the learning curve, we loved that we could really make our workflow unique to the needs of our business . For instance, we loved being able to choose the layout size and style of our workspace. We went with a modern, compact layout to make it easy for our team to navigate a lot of information at once. Here's an example to give you a better idea. Another area where we found customization to be especially awesome was the dashboard creation. The ability to create custom dashboards is a game-changer in terms of having project management software that fits your business like a glove. As you can see, ClickUp offers a lot of templates. Some are only available with the higher-tiered plans, but we think it's worth upgrading. Some dashboard templates that stood out to us include the following: Sprint velocity Workload by status Time reporting Tasks by assignee We went with the template "Tasks by Assignee" to view which tasks had been completed by which team members. Here's an example of the setup process. One of our main takeaways from this ClickUp review has been the impressive level of customization offered by the platform. If you're looking to really dig into it, there's a lot that can really allow this project management solution to suit your business needs .
Team Collaboration
ClickUp also has a ton of collaboration features that make it easy to work with your team in sync. This includes direct messaging , comments , and file-sharing tools , all of which help keep everyone on the same page. Plus, ClickUp's built-in reminders let your team know when updates are due or which tasks need to be completed . ClickUp's team space feature allows team members to easily see everything they need to accomplish all in one place . Here's an example of the team space view of Small Business Bonfire, where we have our tasks displayed. You can clearly see who is assigned to each task, priority level, and due date. The fact that all of this is customizable just makes it even more awesome.
Team Communication
Having the right team communication tools is essential for successful project management, and ClickUp delivers in a big way on this front . You can create both public or private channels for specific topics, as well as an activity log to track changes in real time . Plus, you can integrate with other apps like Slack if you prefer to keep all of your communication in one place . At Small Business Bonfire, we use Slack for everything, and being able to easily keep up with our progress on ClickUp was a real plus, in our opinion.
Real-Time Reporting (Dashboards)
One of our favorite features of ClickUp is the ability to create real-time reporting dashboards that can be fully customized (as we mentioned in the customization section) to fit the needs of your business. This tool allows you to keep a finger on the pulse of your company's progress, delivering insightful data in a visually appealing and concise way . With ClickUp's Real-Time Reporting, you can track the performance of your projects , teams , and departments in real time, all on a single dashboard. And the best part? Just like everything else in ClickUp, the dashboards are fully customizable – so you can pick and choose what data you want to see and where you want it to be displayed.
Automation Capabilities
With ClickUp's powerful automation capabilities, you can automate repetitive tasks like: Sending reminders Updating statuses Assigning tasks Simply set it and forget it, and let ClickUp do the heavy lifting. But that's not all – ClickUp's automation feature also lets you create custom workflows that can be triggered by specific events, saving you tons of time and effort . Whether you're automating a simple process or a complex sequence of actions, ClickUp's automation feature is a must-have for any SMB looking to streamline their workflow . We created a "when/then" automation that changed the priority of all tasks to "urgent" when moved to a specific location. This way, we could easily decide which tasks for our team to focus on just by moving them. It's important to note that the amount of automation actions you can implement depends on your plan. Here's the breakdown: Free Forever: 100 actions/month Unlimited: 1,000 actions/month Business: 10,000 actions/month Business Plus: 25,000 actions/month Enterprise: 250,000 actions/month As you can see, the free plan still has access to 100 actions per month , which we found pretty impressive. If you're looking to streamline your workflows (and make life easier for your team), you can't go wrong with ClickUp, in our opinion.
Mobile App
In today's digital world, it's important to have a project management tool that can be accessed anywhere . ClickUp does just that with its intuitive mobile app, available on Android and IOS. The app lets you keep up with your team and tasks on the go, making sure you're always in the loop while away from your desk. Think of it like a little pocket project manager, allowing you to easily stay up to date with your team's progress no matter where you are. We downloaded the app on IOS and were really impressed with its intuitive design and smooth functionality. Here's what our team space looked like on mobile. We were pleasantly surprised at how easy it was to add new tasks and docs with just a few clicks while on the go.
Task Management
Task management is one area where ClickUp really shines, in our opinion. By using ClickUp tasks, users can create tasks and easily assign users to each one . Within each task, we were able to assign subtasks, attach images, allow watcher access to tasks, and create comments quickly and easily. These features are all pretty standard for project management, but what sets ClickUp apart from the competition in this regard is the advanced automation and customization they provide. For instance, we created a task to track our progress with onboarding new team members to WordPress. We were able to accomplish the following: Track the time the task took Create bulleted lists Add customizable templates Automatically assign users Insert links Here's an example of our WordPress training task. As you can see, we've attached a link to the login page and a bulleted list of subtasks to help our team easily complete the task. One issue that we found throughout our testing of the task management tools was the loading screen (shown below, stuck loading indefinitely) whenever we updated the status of a test while tracking the time in another test. We were able to fix it by reloading the page, but it consistently happened if we were tracking the time of any tasks. This was just in the "table view," which we ultimately preferred out of the other options (despite the bug). The viewing options for tasks include the following: List Kanban Board Calendar Gantt Table Having this many options means team members can choose what works best for them . After all, a happy team is a productive one in our experience.
What Are the Limitations of ClickUp? As we’ve touched on, ClickUp can be a lot for new users. If you don’t have much experience with project management software, it can be difficult to set up your processes and onboard team members. This may lead to a lot of trial and error as you learn the ins and outs of the platform. Plus, if you need more features than what’s offered in the free version (like more automation or advanced templates), then you’ll need to upgrade . What Is ClickUp Docs? ClickUp Docs allows users to easily create and share documents with all of their teams with just a few clicks. It has all the functionality available for creating tasks, plus a bunch of helpful templates to help get you started. We created a “posting guidelines” document with all of our style guidelines for posting on our site. We started with a template, added our company logo, and got started from there. The whole process took less than 10 minutes. Here’s what it looked like. It’s worth mentioning that you can also easily add documents from the mobile app as well. This makes it easy to create memos, handouts, or other helpful documents to share with your team from the palm of your hand. What Sets ClickUp Apart From the Competition? We’ve mentioned that ClickUp is around the same price as a lot of the competition. So, what makes ClickUp stand out? In our opinion, it’s the level of customization , automation , and intuitive design that really sets this project management tool apart from the rest. Not only can you customize the entire interface to suit your team’s needs, but you also get a bunch of useful features like time tracking, real-time reporting, task automation, and team-wide communication. What makes this even better is that the free plan also stands out from the competition, allowing unlimited free users to manage projects together without ever paying a dime. <
