Optimizing business processes and increasing their efficiency in a workspace must be the priority of every team or company. That is why project management tools are important to keep your entire business organized. In my search for a great tool for project management, I came across ClickUp, and you can say it is very impressive.
ClickUp is a powerful project management solution, but I will say that it is much more than that. The cloud-based software has a suite of productivity tools that helps project teams to get the work done. It efficiently blends in the traditional functionality of a project management tool with good collaboration features so you can customize every aspect for your team.
The software was founded in 2016 by Alex Yurkowski and Zeb Evans and is the new kid on the block. The founders believe that they created a software to allow businesses be more productive and be more done, claiming that other softwares in the market were broken. They understand that by bringing several tools and apps under a single roof, ClickUp makes teams up to 20% more productive.
As a long-time user of ClickUp, I am very intrigued about its new ClickUp 3.0 version. They announced it 10 months ago and I am looking into what it has to offer in this article today to tell you why it stands out in the market.
Who is ClickUp Designed For?
ClickUp is a powerful project management solution that is designed for small and large enterprises. The best use cases offered by the platform are
- Agile teams- ClickUp is a perfect tool for agile teams that want to create customized funnels and manage sprints, build scrum charts, or track any issues.
- Human resources- The document storage and management of ClickUp, alongside its inbuild performance tracking, make it an ideal choice for HR teams.
- Remote work- The cloud-based platform helps users to collaborate on documents and work on any tasks, no matter where they reside.
- Finance departments- ClickUp will allow teams to manage their accounts, track budgets, and tie the financial goals directly into project progress.
- Design teams- ClickUp has powerful collaboration features like comment sharing and file sharing that are essential for its design teams, especially in a remote environment.
- Product development- The sprint and backlog templates of ClickUp are great for development teams to manage their product launches.
- Marketing agencies- ClickUp makes things easier for creative agencies to efficiently collaborate with their clients to get approval for your assets.
- Sales teams- The software gives sales teams the ability to track leads and potential prospects to collaborate on deals.
- Healthcare- The HIPAA-compliant enterprise plan of ClickUp is a great choice for healthcare projects and team management.
ClickUp 3.0 Onboarding Process
ClickUp is a versatile project management solution that is used for different tasks to manage your team and track personal goals. To set up the account, you can have to follow these steps
1. Sign up with your email
2. Add details of your business
3. Add integrations, time tracking, calendar, and cloud storage
4. Select a workspace with a good team size
5. Set the name of the workspace
6. Send an invitation to your team
7. Further, select a workspace avatar
8. Set a name for the first space
9. Turn on click apps
10. Add more integrations
11. Import tasks and use ClickUp apps
After you have signed up with the app using your email address, you’ll be provided with a series of articles and video tutorials that will explain everything you need about how the app works. If you watch the explainer videos, you will get a $10 credit that you can spend on the software.
ClickUp Review Reddit
u/voltorbflippro- “I personally love ClickUp. It can be glitchy at times, but I haven’t had too many problems with it, and I’ve been using it for 3 years”.
u/OutrageousWelcome705- “Love ClickUp and all the things I can do in the platform!”.
u/CleverlySavory41- “Hey there! As a real user of ClickUp, I can say it’s a solid choice for project management. I’ve been using it for a while now, and it’s been a game changer for me. With the ability to have a single page view for all your boards under multiple teams, it’s perfect for small businesses. Plus, it’s stable and well functioning. I highly recommend making the switch from Trello to ClickUp. The best thing to do is give their free version a try to see if it fits your needs”.
u/rodbor- “I’ve been using ClickUp for a few weeks now, pretty happy with it, didn’t find any bugs”.
ClickUp 3.0 Review
1. Unmatched Reliability and Performance
ClickUp 3.0 has a robust foundation to fit all your project management needs that are packed into its elegant design. The platform has completely reimagined its look and infrastructure from the ground up.
ClickUp 3.0 stands on a foundation of rock-solid reliability and infinite scalability. Users can now enjoy extreme performance gains, over 99.9% uptime, and real-time updates without the need to refresh the app. This leap forward brings you:
- 2x Faster Overall App Performance
- 3x Faster Task and List Views
- 5x Faster Search
As your Workspace expands, the infrastructure will adapt, ensuring continuous optimization and speed enhancements.
ClickUp is coming up with a new feature- RapidViews DB™. Given the unique nature of ClickUp’s views and database graph, it is the only platform that can generate and aggregate views across all data in your Workspace. For example, you can create a view sorting every single task in your Workspace by the due date. Other platforms only allow you to do this with a small subset of your Workspace data.
Today, this comes at a cost and sometimes slow loading times for complex views. However, the platform has developed innovative new database technology to ensure even the largest and most complex views load almost instantly. The team is testing this new technology and is seeing incredible results (views that took 30 seconds now take 1 second); they are planning to launch it pretty soon.
2. Inbox 3.0
The new redesigned Inbox helps you be well informed without overwhelming your experience like in the previous Inbox. Now, you can blast through your priorities at the speed of light. With it, you get a clear and concise view of all your updates, including assignments, mentions, and even changes to any of your documents and tasks. So you are always updated with what is happening in your projects.
The layout of this new inbox is intuitive and offers excellent visibility, requiring fewer clicks. The revamped Inbox in ClickUp 3.0 displays notifications in real-time and organizes them by priority, helping users stay on top of their tasks more intuitively.
Besides the main Inbox, which gives you access to all the notifications, there are other tabs that give you convenient access, such as important or snoozed. Each of the notifications comes with a bunch of action buttons when you hover over them, like Snooze, Clear, or Tray.
In case you click on anything, for example, a document or a task, it will open details in its right sidebar, so you are able to quickly manage everything and head over to the next notification without having to go back and forth between your views.
3. Universal Search
ClickUp 3.0 has introduced a new top bar that has a search and quick access to everything. Using the new feature, you can easily find any data or document located in ClickUp, your local drive, or any connected app.
Here, the avatar menu is located in the bottom left corner, and the Quick Action menu, previously in the bottom right corner, is in the new bar. In simple terms, it makes your task management skills more efficient and lets you do many things without navigating away from the current screen.
The feature helps you save plenty of time, especially when you are juggling multiple projects, to quickly capture any ideas or find any specific tasks.
4. Customizable Task Types
Organization with ClickUp 3.0 is taken to the next level with its custom task types. The feature lets you create specific types of styles to efficiently match your project requirements or your work style. The feature lets you represent any type of work utilizing your team’s unique work terminology.
If you have a bigger team, then you can create different task types for a typical activity, whether you are addressing customer support tickets or sprint meetings. Its level of customization is useful for teams having varying roles, as you can organize their tasks in a way that will align with their specific responsibilities and duties.
You can access the new feature by heading over to Settings and choosing the Task Types. Here, you can select an icon for better visualization or write a fun description for the task type.
ClickUp 3.0 offers more than a single way to look at a task. Now, you can switch between three views- default, full-screen, and a sidebar view.
However, they didn’t stop at one handy sidebar and offered one for subtasks on its left side. This is really convenient for tasks with longer descriptions. There is no requirement to scroll down to access it, but you can see the subtasks at a glance after you open the main task. Navigating through tasks is much smoother due to it.
Now, you can easily add new subtasks, jump into details of each task, or manage existing ones. After leveraging the new custom task types, you can get multiple tasks in a single list or create subtasks of different types for the same task.
5. Elegant Design
ClickUp 3.0 has been created with an elegant design for optimal workflow. The updated UI is all about efficiency and ease of use for users of different predicaments.
The new interface is very intuitive and is designed to reduce unnecessary clutter, and helps bring forward only important tasks that you want access to help save time needed to navigate between different tasks and documents.
Now, several things related to your daily planning or task creation now require fewer clicks than before. The design in the layout is in such a way that it makes sense to everyone, and you spend less time figuring things out and spending more time getting work done.
If you are using ClickUp 2.0, it may take some time to figure out, but you’ll get a hang of it without much hassle. After you get the hang of it, you’ll really appreciate its improvement.
6. Revolutionized Home
ClickUp has revolutionized with its new Home hub that brings personalization to the front. It lets you customize your main workspace using its drag and drop cards that allow you to get complete control and organize your tools and features. If you compare it to its clunky 2.0 home dashboard, it is a great plus point.
To customize your home, you can head over to the Edit Layout option in the top right corner. You can easily move or remove the cards heading over to the Manage Cards section to easily declutter your home view and avoid unnecessary distractions.
7. Location Overview
The Home hub is not the only area that has been redesigned in ClickUp 3.0 for better accessibility. The Location Overview is a great addition to change how you interact with your workspaces. Now, you get quick and easy access to your most relevant and frequently used items in each hub.
For example, in the Docs hub, you will get direct access to recent documents, your favorite items, or any other category that you have created. It also offers great filter and search capabilities using various parameters, helping you find exactly what you need at every moment.
8. Collaboration Tools
ClickUp is a collaboration powerhouse that allows users to collaborate on any other type of project. Teams of any size can collaborate with any kind of project with utmost efficiency. The tool has whiteboards that will provide a real-time visual canvas for your teams to collaborate on workflows and ideas and convert them into trackable tasks.
Team members can work in real-time on various documents. The chat tool allows users to collaborate with team members with real-time chat to easily assign action items. Here, they can share GIFs, emojis, send voice messages, or launch Zoom meetings with ClickUp. These collaboration features make the entire process of planning for multiple teams and projects a piece of cake.
There are also some advanced collaboration tools, like mind maps or whiteboards. Further, it has good proofing capability with integrated email and some other features that don’t miss a single detail.
ClickUp has a Docs tool that is perfect to create Doc or wiki that is nested with pages and styling options. The interface is very easy to navigate and is very clean, alongside some essential extras.
In the docs, you have the ability to add headings, format your text, add quotes, code, checklists, links, etc. The best thing is that you can select a specific block of text and create a task out of it in your space.
The feature lets you edit in real time alongside your teams. Easily tag others with their comments, assign actions, and convert your text into trackable tasks that allow you to stay on top of their ideas. You can keep the docs protected with privacy and edit controls while creating shareable links and managing permissions for your teams, guests, or public access.
The docs allow users to access everything in a single place simply by linking your Docs and tasks together. Here, you can add widgets to update your workflows, assign tasks, change project statuses, and much more, all in the editor. All these docs can be categorized and organized so you get easy access and increased searchability.
ClickUp has not skimmed anything when it comes to security. The tool has ensured that it provides a secure environment while being mindful of the application performance and its overall user experience. User data on the platform is stored on Amazon Web Services servers, and the data is encrypted via TLS 1.2 and AES-256 protocols.
It has multiple ISO certifications that will meet international standards and SOC2 compliance. All this is audited annually independently to ensure that quality and performance is maintained.
On the server side, users have two-factor authentication, Google, Microsoft, Okta, custom SMAL single sign-on tools, private spaces, and session management functions to ensure user’s data is safe and secure.
ClickUp has great customizability making it a growing and fastest project management software. The tool lets you choose from tools to suit your workflow needs. You can customize every aspect of the software without requiring any code or add-ons, making its implementation intuitive for a variety of users.
The best feature of ClickUp is to offer endless customization, and you have complete control of all different features and tweak it as per the needs of your team. With this feature, you can truly create a personalized approach for your business.
ClickUp has hundreds of templates that allow users to customize and empower users to customize their relationship between tasks, documents, and more while being easily integrable with over 1,000 tools.
12. Reporting and Time-Tracking Tools
ClickUp has good reporting features that help you keep track of your progress and increase the opportunities for your resource management. The advanced reporting features let you create dashboards that can display pie charts, lists, or bar graphs.
The data is displayed in resizable widgets that will show users the number of open tasks, employee workloads, time worked, overall project progress, and more. If you want in-depth information, then you can export the data across multiple projects as a CSV file that can be opened in selective software.
The software allows users to track client meetings or simply work on tasks to provide numerous solutions across devices to efficiently track your time. This is a great way to track time and for managers to keep track of it. You can set a time for each task, or you can manually add work time to each task. The time data is displayed in various reports and charts. If you want advanced time-tracking tools, the tool integrates Harvest, Everhour, Toggl, and more. You can seamlessly track and edit it on the go across several devices.
The automation feature of ClickUp allows you to save time and increase your productivity. You can set up automation based on custom actions and triggers to automate a variety of works, like setting a new due date when there is a change in status. You can browse through the templates in the automation library and create your own custom automation. Here, you can set up integrations between ClickUp and other apps. You can set your assignees or watchers on all the tasks in a space, folder, or list using the automation shortcuts.
14. Admin Tools
ClickUp gives you complete control of your projects and teams, which keeps you covered with several admin tools. The best and most powerful admin features are unlocked in the Business Plus plan. In this plan, you can set custom permissions and roles that help manage large teams.
Other tools that are included in this admin dashboard are security options, notification settings, import or export options, custom roles for individual teams, and team management. Getting ClickUp to work for you is a no-fuss affair, which is great for you.
15. Desktop and Mobile Apps
ClickUp is a project management solution that supports desktop apps for Linux, Windows, macOS, and mobile apps, like iOS, Android, and Apple’s watchOS. The desktop version is slick, intuitive and offers a fuss-free experience. The mobile apps give you access to its projects, dashboards, and you can leave your comments on tasks and view its documents. It has Kanban, list, and calendar views; however, its touch controls are poor. Further, its mobile apps allow you to keep your team and tasks at the touch of your fingers.
16. ClickUp AI
ClickUp has launched an AI tool that has helped improve the productivity and performance of your entire business. Learning a new technology is overwhelming, especially when it comes to AI, and you have to be an expert in speaking its language to unlock its true potential.
However, the research-based AI tool of ClickUp ensures that users can generate high-quality content by using prompts that are tailored for specific roles. Further, the AI tool can help users with their everyday tasks, like brainstorming ideas, instantly generating a draft, or improving it. You don’t have to leave where you are working, context switch, or become an AI expert to get an immediate boost of productivity to leverage its powers in ways that you have never thought of before.
ClickUp has seamless integrations with over 1,000 tools, and you can connect and use it for free. Nowadays, it is common for teams to make use of multiple tools that allow teams to schedule and do as efficiently as possible. Some of the powerful integrations available include Google Drive, Zoom, Slack, Calendar, Outlook, Jira, and others.
The list continuously keeps on growing with new features and integrations that are added weekly. Further, if you are planning to adopt a new app to a project to streamline your process, then ClickUp is a great option. This is because it allows it to integrate using existing tools without troubling your team or causing any confusion.
18. Customer Service and Support
The ClickUp support team is very impressive, and users have access to it 24/7 to ClickUp’s help center. It has a great client rating in the project management software and offers email support, live chat for its unlimited plan, and gives access to frequent webinars. Apart from this, they have a Facebook community where the users of the platform can ask questions and receive support.
ClickUp provides a University portal where customers can take courses and attend live training that will ensure you will get the most out of the software. This section has specific courses that are geared toward marketing teams, software teams, and guests that want to have temporary access. The software has ready-to-use templates that users can use to create versatile project management solutions for your business.
The onboarding deployment process of ClickUp is great for users, and there is an extensive knowledge base users can teach them how to use their product. This is a nice hammer home for new customers that are looking to create a reliable solution that you don’t get with other project management software in the market.
The pricing structure of ClickUp is one thing that you will seek to love. It is an affordable project management solution that is designed to suit any budget. The software has 4 plans that allow you to select the best features to fit all your needs. They are available on a monthly or yearly subscription plan. The plans are listed in detail below.
1. Free Forever Plan
The Free plan is a generous plan that is best for personal use and is forever free. It is a great choice if you are on a budget. The features of the plan include
- 100MB storage
- Unlimited tasks
- Unlimited members for the Free plan
- Two-factor authentication
- Collaborative Docs
- Real-time chat
- Everything View
- Kanban boards
- Sprint management
- Native time tracking
- Calendar view
- In-App video recording
- 24/7 support
2. Unlimited Plan
The Unlimited plan is a great choice for small teams that require project management features. It is priced at $7 per member per month and has all the features of the Free Forever plan plus
- Unlimited storage
- Unlimited dashboards
- Guests with permission
- Unlimited integrations
- Unlimited Gantt charts
- Unlimited custom fields
- Email in ClickUp
- Column calculations
- Teams (User Groups)
- Goal and portfolios
- Form View
- Resource management
- Agile reporting
- AI compatible
3. Business Plan
The Business plan is the most popular plan preferred by users of the software. The plan is a great choice for mid-sized teams that want to efficiently manage project management. It is priced at $12 per member per month (if bill yearly) and has all the features of the Unlimited plan plus
- Google SSO
- Unlimited teams
- Custom exporting
- Advanced public sharing
- Advanced automation
- Advanced dashboard features
- Advanced time tracking
- Granular time estimates
- Workload management
- Timelines and mind maps
- Goal Folders
4. Enterprise Plan
The Enterprise plan is a custom offering available on the platform that gives you everything you need for your business. Contact the sales team to get more information on its pricing. The features of the plan include everything from the Business plan and
- White labeling capabilities
- Advanced permissions
- Enterprise AI
- Unlimited custom roles
- Team sharing for spaces
- Default personal views
- MSA and HIPAA are available
- Single Sign-On
- Live onboarding training
- Customer Success manager
- Access to managed services
- US and EU data residency
Pros and Cons
Should You Switch to ClickUp 3.0?
ClickUp is a powerful project management tool that helps users efficiently plan, organize, or track projects of their businesses. It has launched a new version, ClickUp 3.0, that has revolutionized how the platform functions.
ClickUp 3.0 offers an intuitive interface with better navigation across different parts of the platform. In the short term, the new version might not sound very different; however, it has longer-term benefits. Finally, adapting to a new interface may look like a stressful endeavor, but ClickUp 3.0 is not very complex, and you can take it for a test drive to enhance your productivity and overall experience.
ClickUp 3.0 FAQs
1. Is ClickUp 3.0 any good?
ClickUp 3.0 is the new version rolled out by the platform. It has completely revolutionized its interface and improved how users can navigate through different tasks using the tool.
2. What does ClickUp, a project management software, do?
ClickUp is designed to cater to the requirements of businesses of different sizes. The tool allows users to organize, glance, collaborate, and track progress while ensuring their goals are aligned. All this makes the project management solution simpler and more efficient.
3. How secure is ClickUp?
ClickUp is secure and uses encrypted TLS 1.2, the same encryption used by banks or financial institutions. The data from the software is encrypted at rest, making use of AES-256 encryption, which the industry-leading VPNs use to encrypt their servers. The platform has never reported having a data breach or being at the end of a cyber-attack. As a good company goes, it is squeaky clean.
4. Is there a desktop version of ClickUp?
ClickUp has a desktop app where you can access the platform on any device. You simply have to visit the app store or any operating system that your desktop uses. From there, you can download into for your device in a matter of sectors. Apart from this, there is also a mobile application for both Android and iOS.