ClickUp Features

Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Allows users to track and enter time spent on project tasks from mobile device.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Tools to track and implement required IT changes in a system.

Tools to organize and manage all IT assets within an organization.

A means to view and analyze a large amount of data in order to gain business insights.

Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices.

Access pre-built and custom reports and dashboards.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects.

Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Allows users to create, modify, and delete tasks

Helps users capture all relevant details required to perform tasks

Assigns priorities to tasks and allows admin to change priorities

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Identify human and material resources and assign them to projects and portfolios.

Resources can be allocated and reallocated across multiple projects and portfolios.

Improve resource utilization across various projects and portfolios.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Deliver dashboards that display project data and KPIs in real time.

Provides a wiki to keep useful product documentation.

Provides a place for product users to interact and ask questions.

Provides a medium for users to make suggestions for the product.

Allows managers and peers to provide feedback on goal progress.

Allows users to rate their confidence level concerning goal completion.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Provide live chat tools for instant messaging

Ability to involve multiple users in public or private discussions

Allow external users to use chat and discussions

Provide functionality to create and manage polls and surveys

Manage news and announcements by company or department

Measures the amount of work an employee can handle in a sprint.

Ranks the priority of a task.

provides a Kanban board to visualize tasks.

Enables the creation of custom workflows to facilitate various processes.

Predicts a products release based on the workflow.

Define the stages of a workflow and assign tasks to each stage

Tasks can be moved to a backlog based on priority and other criteria

Ability to improve workflows and processes by analyzing the flow of tasks

Tracks the amount of time spent on a task.

Measures the progress of tasks within a product workflow.

Measures the cost of tasks and enables the allocation of budget to different projects.

Provides data on employee performance for gamification.

Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.

Maintains context across user turns in a single session to provide coherent, relevant responses.

Understands varied user phrasing and infers intent without relying solely on keywords or scripts.

Supports building conversational flows using predefined paths, rules, and decision trees.

Provides fallback messages or guidance when the bot cannot understand or fulfill a query.

Define multiple types of portfolios for projects, programs, and services.

Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals.

Manage dependencies between projects from one or multiple portfolios.

Assign priorities for projects that are part of portfolios.

Include lean project management features and best practices.

Include features to create, assign, and manage tasks.

Deliver project plans that can be customized by users.

Provide visibility into collaborative processes accross the company

Provide integration with task management and project management software.

Consolidate project and portfolio data from separate sources.

Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level.

A place for users to submit tickets when they require IT help.

Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.

The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.

Allows users to send and open various file types.

Notifies users when they have been contacted or tagged.

Message content search capability.

Software can be accessed through a downloadable mobile application.

Software can be accessed through a downloadable desktop app or a cloud-based site.

Application integrates with other outside software.

Allows users to communicate via audio call.

Allows users to communicate via video call.

Checks for grammar errors like misspellings, sentence run-on, etc.

Evaulates emotional tone of words written.

Ensures sentences are formatted properly.

Checks for instances of plagirism.

Evalutes that work has been done within the guildlines of a given writing style (MLA, APA, Chicago, etc.).

Finds and formats citations for works mentioned.

Recommends ideas for topics based on the content written.

Generates sentences, paragraphs, or papers based on sample text or a topic.

Generates a form based on information presented.

Application is available as a standlone product.

Application is available as a plugin used with another document creation product.

Allows users to draw on the whiteboard.

Assigns or allows users to pick different colors to designate who is drawing.

Provides tools that design mind maps for brainstorming sessions.

Provides premade templates to organize the whiteboard.

Allows users to drag and drop images, videos, links, and other content onto the whiteboard.

Offers a built-in voting system.

Allows users to annotate the whiteboard or comment on specific pieces of content on it.

Integrates with outside content management systems to save the whiteboard or pull content from.

Allows users to share or export whiteboards to other software.

Product is available as an in-browser application.

Product is available as a downloadable desktop application.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.

Provides administrative tools for routine maintenance, upkeep, and tracking.

Gives administrators control over user privileges and accessibility for IT assets.

Gives administrators control over hardware and software resource allocation and tracking.

Controls policies and configurations across business applications and hardware.

Provides a service desk for users to submit tickets for IT-related issues.

Tracks action-by-action asset performance with machine- or human-readable logs.

Creates alerts when tracked assets encounter errors or performance issues.

Automates repetitive tasks associated with IT service operations and maintenance.

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

Allows multiple users to edit the mind map from different devices simultaneously.

Provides built-in task assignment capability.

Allows users to attach comments or notes to mind maps.

Mind maps can be saved as different file types.

Mind maps can be stored via integrations with cloud content management systems.

Software is available on mobile devices.

Software can be used at a desktop comupter by using a downloaded program or a web application.

Offers different map styles and themes that change font, color scheme, etc.

Allows users to import images for use on the mind map.

Allows users to create and use custom icons for their mind map.

Give users in-app method of reporting bugs and leaving general performance feedback.

Give testers in-app method of reporting bugs and leaving general performance feedback.

Give team members method of reporting bugs and leaving comments on bug status.

Provide reproducible, insightful info surrounding bug and crash scenarios.

Track history of bug status by application version, date, etc.

Store bug tracking data for an appropriate and useful amount of time.

Provides a live feed that updates when the status of a task has changed.

Organizes tasks for different checklists into a daily, weekly, or monthly schedule

Allows users to comment on tasks or checklists.

Provides pre-made templates for specific types of procedures and processes.

Natively provides an online form builder option.

Allow users to download a manual or checklist as a PDF, image file, etc.

Integrates with other outside software.

Allows administrators to set permissions on editing rights, specific checklists, etc.

Software is available as a mobile application.

Software is available either in-browser or as a downloadable software application.

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifies users when changes occur.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Integrated with other tools to faciliate the sharing of information

Integrates with other knowledge repositories in the business

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to arrange tasks and goals in a mind map.

Allows users to create goals and takss based on action items decided in in-person meetings.

Provide standard Kanban cards for various types of tasks that can be modified by users

Allows users to drag and drop cards to rearrange them in a board

Boards provide visibility accross all projects, tasks, and users

Ability to drag and drop projects and tasks within a marketing calendar.

Ability to organize recurring projects and tasks into standardized workflows.

Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.

Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.

Ability to assign team members specific roles on specific projects.

Ability to send automated alerts and notifications when projects have been updated and/or compelted.

Ability to organize content and manage approvals during the content creation process.

Ability to assign content tasks to writers, designers, and editors.

Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.

Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.

Provides API access to connect with proprietary business systems or internal data sources.

Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.

Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.

Allows users to sign into the software using a single sign-on (SSO) application.

Saves login information like usernames and passwords for external applications.

Application also serves as an email client.

Applications can be viewed simultaneously within the unified workspace via split screen.

Provides a cross-application activity feed.

Offer a virtual assistant to guide users and recommend routine actions.

Generates reports based on security and/or productivity data.

Enables the creation of custom workflows to facilitate various processes.

Allows users to create multiple workspaces for different projects or teams.

Allows users to connect custom or in-house applications.

Integrates with outside communications software so its features can be used inside the application.

Provides native communication channels within the application.

Provides a map, table of contents, or overview that organizes a given workspace for easy nativagtion.

Allows users to share their screen within the application.

Allows multiple users to collaborate on a single document and see edits in real-time

Allows users to communicate in real-time via chat and comments within the document

Software requires a user to have specific hardware to support usage.

Users can run the software on their own devices.

Users can provide permissions on specific accounts or workspaces to control access for specific workspaces.

Software provide integrated or native single sign-on (SSO).

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Ability to search across different data sources, such as databases, intranets, and applications.

Offers search for a variety of file types.

Ability to search in multiple languages without any additional work required.

Ability of search to handle typos.

Allows the end user to filter and refine search results.

Ability to define synonyms for search terms.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the user to search in a natural, intuitive manner.

Provide standard workflows that can be used accross the company.

Allow administrators to configure workflows and processes.

Deliver a single data repository for all project information.

Set priority levels on tasks so individuals can organize their work.

Define dependencies between tasks and the rules to manage them.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Create customized project views for internal and external purposes (eg: for customers).

Allocate resources by matching capacity and demand, by project, team, or department.

Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly.

Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces.

Monitor work accross the company and analyze performance.

Support multiple channels for internal and external communications.

Allow users to share and collaborate on documents and files.

Help users meet, share workspaces, and collaborate on tasks.

Associate a budget with a project and allocate it accordingly by task or resource.

Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department.

Integrate with CRM, marketing, or customer service software.

Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software.

The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar)

Ability to import events from an existing account or another calendar

Integrates an existing calendar with another software application, such as Microsoft Teams or Slack

Documents can be shared between users and teams

User can share notes with colleagues or external users

Help users find documents and other types of content

Keep track of document versions and related changes

Create personalized project views for collaboration

Allow users to follow tasks which are not assigned to them

Define and manage users access to documents and collaboration features

Manage private and shared calendars and associated events

Make project views available for the public.

Align remote employees with their colleagues and external users

Define and track responsabilities for remote users

Allow users to connect to tools that they use remotely

Users can work offline and changes are synced when they back online

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Ability to track marketing campaign performance and return on investment (ROI).

Ability to compare marketing plans to historical activity.

Ability to view multiple calendars at once from within a single window

Provides customizable viewing options (e.g., day, week, month, year)

Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)

Ability to manage multiple calendars at a time

Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings

Calendar functions can be carried out with the use of keyboard shortcuts

Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email)

Offers location-based alerts to assist with commuting to and from one location to another

Integrates with calendars to link relevant documents for meetings or appointments

Embeds live documents into websites

Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software

Tracks changes made to documents and access all revision history

Provides editing and proof-reading tools such as spell check and grammar check

Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format

Transforms a document into a web page and publish to the internet

Ability to insert graphics, including photos, charts, drawings, graphs, etc.

Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.

Offer various color themes which can be applied to the document

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Ensures consistent performance, delivering reliable outputs based on user prompts.

Implements stringent measures to protect user data and ensure privacy.

Shows adeptness in comprehending and responding to complex or multi-part queries.

Facilitates natural and human-like conversations, delivering engaging interaction experiences.

Demonstrates a sophisticated understanding of both written and spoken user commands.

Exhibits proficiency in maintaining and utilizing context throughout a conversation.

Offers a high degree of customization to meet individual user or business requirements.

Features robust learning mechanisms, improving responses over time based on past user interactions.

Showcases the ability to recognize, correct, and learn from its own mistakes.

Displays creativity in generating diverse, interesting, and contextually relevant responses.

Produces content that is accurate, factually correct, and relevant to the user's query.

Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions.

Regularly receives updates that contribute to continuous improvement of the product.

Assesses the chatbot's ability to function seamlessly across various platforms and devices.

Seamlessly integrates with other platforms or software systems, enhancing overall utility.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Assists in creating and managing meeting agendas, ensuring that discussions stay on track and objectives are met.

Hosts virtual meetings, manages attendee lists, and controls meeting features like screen sharing and recording.

Helps schedule meetings by analyzing participants' calendars and finding suitable time slots for everyone involved. They can also send out meeting invitations and reminders.

Automatically transcribes and summarizes meeting discussions.

Recognizes and transcribes spoken words during meetings, making note of who is speaking and when.

Tracks action items and follow-up tasks, assigning responsibilities to specific participants and sending reminders.

Analyzes the sentiment of meeting participants based on their speech patterns and provides insights into the emotional tone of the meeting.

Adapts to individual preferences and learning from past interactions to provide a more personalized meeting experience.

Creates smart summaries that capture the essential information and insights from a meeting, allowing participants to recall key points, track action items, and have a comprehensive understanding of what transpired during the meeting

Offers real-time language translation, allowing participants who speak different languages to communicate effectively.

Provides real-time transcription of spoken words. This may also include closed-captioning.

Complies with accessibility standards and guidelines, such as the Web Content Accessibility Guidelines (WCAG), to ensure that the tool is accessible to individuals with disabilities.

Allows users to leave annotations on text.

Allows users to leave annotations on videos.

Provides options to edit text, such as inserting, deleting, or modifying text directly within the document.

Allows users to leave annotations on images.

Allows multiple users to view and edit a project simultaneously.

Allows users to adjust the level of access other users have to certain projects.

Enables uses to leave comments and bring attention to specific parts of the project.

Allows uses to tag other individuals in order to notify the tagged person and draw their attention to specific content or tasks.

Provides the option to require users to enter a password before they can access certain projects.

Provides the ability to track changes, revert to previous versions of a project, and manage edits.

Simulate the outcomes of various business case scenarios and mix of projects

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Create plans to implement activities to achieve strategic objectives

Define strategic objectives related to project and portfolio management

Provide a 360 view of all projects and portfolios and their corresponding strategies

Align project and portfolios with the strategic objectives of the company

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Help with continuous improvement and to adapt to strategy updates and market changes

Assign priorities to projects and portfolios based on strategic objectives

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Condenses long documents or text into a brief summary.

Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.

Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.

Uses AI-powered language translation tools to translate messages in real-time.

Creates, assists, or automates the generation of text-based content within the platform.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input