As we previously mentioned, ClickUp offers a good amount of features in its lower pricing tiers. Essentially, you get everything you need to get work done, for free. As you go up in pricing tiers, ClickUp then adds features that are key for heavy individual users, small- to medium-sized businesses, and enterprises. For example, going up to the first payment tier – dubbed Unlimited – will remove the storage limits ClickUp includes on its free version, and make it easier to use third-party integrations.
One thing that ClickUp lacks is a wide number of third-party integrations. It does have some key ones, such as Dropbox, Google Calendar, Slack, and Outlook 365. But anything beyond that, such as Salesforce, requires the use of Zapier, which itself is a third-party service that connects web apps to other web apps.
The key to understanding ClickUp's approach to project management is understanding how it's organized. Most project management services start with a company, and then have projects below that. ClickUp makes things a little more structured with Teams > Spaces > Projects > Lists > Tasks.
At the top are Teams, which ClickUp sees as just your company. That means you only need one Team per organization. You can create more teams than that if you prefer, but in ClickUp's view, it's better to start with just one.
Spaces are your company's different departments, such as marketing, sales, and administration. Client-based businesses, such as public relations firms, could also create a Space for each client.
Next up, Projects are just that – Lists, however, are a little more nebulous. Lists are there for people who want to create sub-projects within their larger projects, such as certain milestones, or to create specific marketing pushes. If HBO were a ClickUp customer, it might make a Game Of Thrones season eight project, and then have “pre-season marketing” as a list within that project.
Finally, you have Tasks, which are your everyday to-dos.
ClickUp lets users take actions on several tasks at once with its multi-task toolbar. It isn't all that different from what email programs do when you want to, say, mark all the messages in your inbox as read.
Once you select multiple tasks, the toolbar appears at the top of the screen, with options to set assignees, status, tags, due dates, convert to sub-tasks, set dependencies, and so on. It's a helpful tool when managing large numbers of tasks.
Power user tools
ClickUp is highly configurable, with a number of tools that advanced users will appreciate. It offers keyboard shortcuts for actions such as setting a due date within a task, or assigning a person responsible. There are also numerous filters you can use to view tasks within a project, based on attributes such as assignee, due date, and tags. These filters can also be saved, allowing you to customize your views. If you dedicate specific days to a single client, for example, and need to see the most urgent tasks for that client at any given time, a saved filter can help you do that.