---
title: ClickUp Reviews
meta_title: 'ClickUp Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 14174 reviews by the users' company size, role or industry
  to find out how ClickUp works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 14174
  scale: '5'
date_modified: '2026-09-08'
parent_category:
  name: Project, Portfolio & Program Management
  url: https://www.g2.com/categories/project-portfolio-program-management
---


# ClickUp Reviews
**Vendor:** ClickUp  
**Category:** [Work Management Software](https://www.g2.com/categories/work-management)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 14,174  
**AI Verified:** At least 10 G2 reviewers have confirmed using this product&#39;s AI features and functionality.
## About ClickUp
ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows. ClickUp eliminates all forms of work sprawl to provide 100% context and a single place for humans and agents to work, together. Trusted by more than 20 million users worldwide, ClickUp is on a mission to maximize human productivity.



## ClickUp Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users find ClickUp to be incredibly **easy and simple to use** , streamlining tasks and enhancing productivity effortlessly. (4219 reviews)
- Users value the **flexibility in task management** , enabling customized workflows for personal, team, and project tasks. (3218 reviews)
- Users appreciate the **abundance of features** in ClickUp, making task management seamless and efficient. (3118 reviews)
- Users appreciate ClickUp for its **streamlined management tasks** , enabling better organization and efficiency in project handling. (2787 reviews)
- Users appreciate ClickUp for its **streamlined organization** , making team management and project tracking efficient and effortless. (2588 reviews)
- Team Collaboration (2349 reviews)
- Customization (2145 reviews)
- Efficiency (2082 reviews)
- Flexibility (2062 reviews)
- Task Organization (1895 reviews)

**What users dislike:**

- Users find the **missing features** in ClickUp frustrating, particularly the lack of basic tools like subfolders. (2039 reviews)
- Users experience a **learning curve** with ClickUp, finding the plethora of features daunting at first. (1751 reviews)
- Users note **limited features** in ClickUp, with missing basic options and a complex setup process hindering ease of use. (1334 reviews)
- Users find ClickUp **not intuitive** , feeling overwhelmed by its many features and struggling with initial setup and performance. (1181 reviews)
- Users experience **slow loading** times in ClickUp, which affects their productivity when managing multiple tasks and fields. (1156 reviews)
- Slow Performance (1049 reviews)
- Overwhelming Experience (940 reviews)
- Performance Issues (939 reviews)
- Overwhelming (932 reviews)
- Overwhelming Features (925 reviews)

## ClickUp Reviews
  ### 1. Centralized Workflow with a Few Lags

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kunal K. | Software Development Engineering, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 21, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**Describe the project or task ClickUp helped with:**

ClickUp offers a centralized platform for task management, documentation, and time tracking. It allows users to manage everything from feature requests to meeting notes in one place, with customizable fields to tailor workflows.

**What do you like best about ClickUp?**

I love ClickUp because it consolidates multiple tools into one platform. I use it for task management, documentation, and even time tracking—all accessible from a single workspace. It keeps everything I need in one place, from feature requests and bugs to specs and meeting notes. The custom fields are a standout feature for me. They allow me to model my development workflow accurately, so I can filter and track work the way developers think, instead of conforming to a generic to-do app format.

**What do you dislike about ClickUp?**

I have issues with speed and lag in ClickUp, especially when working with larger workspaces or complex views. Loading tasks can take 3-5 seconds, and dashboards sometimes lag when multiple team members are active. The setup is also time-consuming and not beginner friendly.

**Recommendations to others considering ClickUp:**

To improve ClickUp, consider optimizing the speed for larger workspaces and simplifying the setup process for new users. Enhancing the performance of dashboards when multiple users are active would also be beneficial.

**What problems is ClickUp solving and how is that benefiting you?**

I use ClickUp for organizing tasks across projects, sprint planning, and tracking time. It consolidates tools into one hub, managing everything from feature requests to meeting notes. Custom fields let me tailor workflows to how developers think, not how a generic app expects.

  ### 2. ClickUp: Easy to Start, Limitless Potential for Evolving Projects

**Rating:** 5.0/5.0 stars

**Reviewed by:** Álvaro A. | Category Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 03, 2026

**What do you like best about ClickUp?**

The single most helpful thing about ClickUp is how easy it is to get started: it works as a simple tool for beginners, but has almost limitless potential once you understand its functionalities.

Our projects — textile products — are living entities. From conception to production, and from feedback to continuous improvements, they are always evolving. Statuses, custom fields, chats, and a well-structured description interface have made my work not only easier, but also much more robust in terms of traceability and quick access to critical information.

**What do you dislike about ClickUp?**

You really need to stay focused on the objective of each Field. Otherwise, the vast range of customization options can easily lead you down the rabbit hole of trying to create the absolute perfect layout for every project.

Also, the limitations of the Free plan can be reached quite quickly.

**What problems is ClickUp solving and how is that benefiting you?**

We are a small company where decisions are made very quickly, often resulting in long sprints that need to be reviewed weeks or even months later. ClickUp lets me register changes and decisions quickly, with a very friendly interface and fast load times.

This gives me a reliable record of what was decided and why, allowing me to put projects on standby until a specific milestone is reached, without losing the context or history behind them.

  ### 3. Effective Integration and Hassle-Free Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erick F. | CEO/Owner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** July 26, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**Describe the project or task ClickUp helped with:**

ClickUp provides a comprehensive overview of tasks and services, ensuring that all team members are aligned and informed. It facilitates task delegation and progress tracking, making it easier to manage workloads and deadlines efficiently.

**What do you like best about ClickUp?**

I love that ClickUp integrates everything into a single platform. It's especially useful for commenting on documents that turn into tasks for follow-up, uploading and downloading videos and files, and having real-time chats with different parts of the team. Additionally, the integration with artificial intelligence and the documentation are noteworthy, along with its ease of use. The initial setup is easy, onboarding for new teams is simple, and the evolution with AI is very good.

**What do you dislike about ClickUp?**

I find it inconvenient to have a chat function that requires entering the app to access the chat area. Managing conversations across platforms like Cloud, Braid, and Gemini for continuity is challenging without a task supporting them. Continuing a conversation with AI over time is cumbersome, as there's no easy way to pick up where I left off after days. The search and categorization of chat histories with AI need improvement, as well as integrating these chats into tasks for better organization and continuity. The sequence of conversations with AI could be smoother for consistent interaction over time.

**Recommendations to others considering ClickUp:**

To enhance user experience, consider integrating the chat function directly into the main interface, allowing seamless access without needing to navigate through multiple steps. Improving the AI's ability to remember past interactions and providing a more intuitive search and categorization system for chat histories would greatly benefit users. Additionally, ensuring that conversations can be easily linked to tasks will enhance organizational efficiency.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp keeps me organized by managing simultaneous activities without losing track. It offers clarity and traceability within teams and between clients. It integrates notifications and news based on project progress, resolving communication in a company with many active tasks.

**Official Response from Shanee Shepardson:**

> Hey, there!

We really appreciate you taking the time to leave such a thoughtful review!

We're so happy to hear that you're enjoying a productivity boost with ClickUp!

Don't hesitate to reach out if you need anything at all!

Have an amazing and productive day!

  ### 4. A Centralized and Scalable Platform for Modern Project Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Renato R. | Release/Launch Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 26, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

What I find most helpful about ClickUp is how it centralizes project information while still enabling strong collaboration and reporting. The platform offers excellent dashboards, flexible customization through custom fields and templates, and solid documentation and knowledge‑management features, which makes day‑to‑day project oversight more efficient. It also integrates well with Azure DevOps and includes outstanding AI capabilities to accelerate and support your work, helping you build your own skills and speed up tasks. It also provides automation credits that simplify several project‑management activities.

Overall, it stands out for collaboration, dashboards, reporting, and capacity planning, and it delivers well‑optimized capabilities for documentation and knowledge management.

Additionally, the quality and responsiveness of customer support add to the overall experience by helping resolve issues quickly and keeping the platform reliable in a fast‑paced environment.

**What do you dislike about ClickUp?**

ClickUp lacks native finance‑management features, offers only basic risk‑management capabilities, and its schedule‑management functionality is not as strong as what other tools provide. These limitations introduce friction when trying to manage end‑to‑end project oversight within a single environment.
Additionally, the platform has constraints in how spaces and multi‑level folder structures can be organized, which can make it harder to design a clean and scalable information architecture for large or complex teams.
There are also many apps available inside ClickUp, but several are still at early maturity levels, missing essential options that would be required to make them fully operational for complex organizations (Timesheet).

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps address the long‑standing challenge of centralizing project information in one place. It brings together collaboration, documentation, dashboards, reporting, and capacity planning into a single platform, reducing the need to rely on multiple disconnected tools. The customization capabilities, supported by flexible custom fields and templates, make it easier to standardize processes while adapting to different project contexts. The availability of AI and automation credits simplifies several operational tasks and supports better tracking of constraints across teams and segments.
As a result, the platform goals are to improve visibility, reduce manual overhead, and support more consistent project management practices across the organization. Also strengthens collaboration and knowledge sharing, helping accelerate decision‑making and improving overall control of project performance.

  ### 5. Outstanding Versatility and Customization, But Overwhelming for Those Who Only Use the Essentials

**Rating:** 5.0/5.0 stars

**Reviewed by:** Saluastrid C. | Project Manager &amp; HR lead, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** July 28, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I love the versatility and the number of options ClickUp offers for each role. The automations are quite useful, and the AI helps me understand or find information. Additionally, it's very easy to customize everything according to the needs of each project and create our own templates, which speeds up projects with similar characteristics. The ability to configure lists for generic or specific tasks stands out for its flexibility.

**What do you dislike about ClickUp?**

My team sometimes feels overwhelmed with ClickUp because they don't need so many options and don't understand what's where due to having too many. I think it could improve if only the necessary options for certain roles were filtered, so they don't feel confused with so many available options. Also, when assigning permissions, especially for guests, there could be more detail in what they see, as too many views or options appear that aren't necessary. Additionally, although it integrates with Discord, I feel the connection is limited and lacks options like those with Slack.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps me have a complete visualization of the team's status, identify bottlenecks, and areas to improve efficiency and products.

  ### 6. Unmatched ClickUp Flexibility That Keeps Our CRM and Automations Running Smoothly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alyne N. | Senior Projects and Operations Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 03, 2026

**What do you like best about ClickUp?**

I love ClickUp’s flexibility. There’s no other software that lets me implement my ideas the way ClickUp does (believe me, I tried!).

Our primary CRM lives in ClickUp, and we use automations for onboarding, offboarding, and subscription renewals, which makes it easy for the whole team to stay on top of the customer journey. The integrations with the software we use most (through Connected Search) also keep ClickUp top of mind throughout my day whenever I’m trying to find something.

**What do you dislike about ClickUp?**

All the flexibility comes with a cost, and in this case the cost is that ClickUp looks busier than other platforms. This makes adoption a challenge, specially amongst non-tech savvy teams. Patiently covering what to focus on and how to find the most used tools is how I managed this challenge, and it worked every time. Whiteboards or Documents with quick links also helps.

**What problems is ClickUp solving and how is that benefiting you?**

I've heard numerous times that no other startup is organized as we are. From marketing teams to healthcare device companies to dental clinics, everyone is always amazed at how our team take advantage of having everything in one organized place. Not to mention the time saved by ClickUp's AI, Brain. As a built-in AI, Brain knows everything about us and our services and clients. Last but not least, my team of ClickUp's Super Agents have been managing on their own aspects of our business that we don't even need to touch anymore, like keeping lead lists organized and our event schedule clean and neat.

  ### 7. Our Operational Home Base - an all in one solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shannon S. | Fractional Operations &amp; Project Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 05, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I love how much we can do in one place with ClickUp. We use it to manage projects and tasks, track time, communicate in DMs and group chats, keep some documentation, and set up automations for recurring processes.

The flexibility is probably the biggest thing for me. We can customize workflows, views, custom fields, templates, and automations to fit how our team actually works. I also really like being able to see everything happening across the whole team without having to chase people down for updates.

It has become the operational home base for our team. Everything is in ClickUp.

**What do you dislike about ClickUp?**

Sometimes it's slow and I often have to refresh the screen to see the changes I just made.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps us keep a lot of moving pieces organized without relying on people to remember everything. We have multiple clients, projects, recurring tasks, deadlines, and team members working across different areas, so having one place where we can see who is doing what and what needs attention is huge.

It also helps us standardize our processes. We can build recurring workflows, templates, checklists, and automations so things are less likely to fall through the cracks and we don't have to reinvent the wheel every time.

For me as an Operations Manager, the biggest benefit is visibility. I can quickly get a sense of workload, priorities, project status, and potential bottlenecks without constantly asking the team for updates.

  ### 8. Customizable Request Pages and Brain2 Make Task Follow-Ups Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tuce  B. | account manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I’ve been using ClickUp for managing day-to-day work and projects, and overall I really like how much you can manage from one place. The biggest thing for me is that we can modify the request pages however we want to support specific tasks, which helps us create a smoother workflow for our co-workers. To help us follow up on tasks that were left unattended or have passed their due date, Brain2 is a great feature to use on a daily basis.

**What do you dislike about ClickUp?**

There isn’t much to dislike, really. It helps us keep track of our company tasks and stay organized. From time to time, when I'm working on a bigger project, the app slows down - but it might also be due to my PC as well, so no big deal.

**What problems is ClickUp solving and how is that benefiting you?**

The custom fields and custom statuses are really useful. We can basically set ClickUp up the way our team actually works instead of having to follow a fixed structure. For example, we add things like Account Manager dropdown, task priority, client, status, due date, category, or other information directly to tasks and then filter everything based on those fields. This makes it much easier to manage our client list, task owners, and the rest.

  ### 9. ClickUp Makes Complex Project Tracking and Goals Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Torey D. | Architectural Designer, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 01, 2026

**Describe the project or task ClickUp helped with:**

ClickUp offers a comprehensive project management solution that caters to a wide range of industries and team sizes. Its flexible structure allows users to customize their workspace to mirror their specific workflow, making it ideal for teams managing multiple projects simultaneously. With features like custom fields, task types, and integrations with popular tools, ClickUp provides a centralized platform for all project-related activities.<br><br>The platform's AI capabilities, such as ClickUp Brain, enhance productivity by automating routine tasks and providing intelligent insights. Users can set up custom AI skills to handle tasks like email triage, meeting briefings, and project updates, transforming ClickUp from a simple task manager to a robust operational system.<br><br>ClickUp's documentation and collaboration tools further streamline project management. By integrating Docs within the same ecosystem as tasks, users can maintain all project documentation, meeting notes, and personal records in one place, reducing the need for context-switching and ensuring all information is easily accessible and linked to relevant tasks.

**What do you like best about ClickUp?**

The hierarchy and depth of customization are what hooked me. I manage project work for a small architecture firm across 5+ residential projects in different phases, and ClickUp’s Space → Folder → List → Task structure lets me mirror exactly how our work is organized. With custom fields and task types, my “Meeting” tasks can look and behave differently from my “Log” tasks or my “Deliverable” tasks, while still living in the same workspace.<br><br>ClickUp Brain has been the unexpected game-changer. I set up custom AI skills and agents that handle my morning briefings, triage forwarded emails, draft messages in my voice, and post project check-ins across every project I lead. It’s shifted from being just a project management tool to something closer to an operating system for how I work. I fully replaced Google Gemini with Brain and haven’t looked back.<br><br>Docs living inside the same ecosystem as tasks is the other big one for me. My project documentation, meeting summaries, and even my personal memory system all live in ClickUp Docs, and they connect directly to the tasks and lists they reference. That means no context-switching between tools, and everything stays tied to the work it supports.

**What do you dislike about ClickUp?**

The learning curve isn’t just steep—it can feel like a solo climb when you’re the one building the system. I’m the only person at my firm who really understands our ClickUp setup end to end. Getting teammates to adopt it beyond basic, surface-level task tracking has been genuinely difficult, and there isn’t a strong built-in onboarding flow I can point to and say, “Here’s how our workspace works.” In the end, I had to create our internal SOPs and training docs myself.<br><br>Performance can also lag once views get more complex. When I load a heavily filtered List view with lots of custom fields, or open a Dashboard that pulls from multiple spaces, there’s a noticeable delay. It’s not a dealbreaker, but on a busy day when I’m bouncing between projects, those extra seconds start to add up.<br><br>A few features still feel about 80% finished. Docs have improved a lot overall, but table formatting remains clunky compared to Notion. The mobile app is functional, but it’s not where I’d want to do real work. And every so often a UI update rolls out and moves something I use daily, which is disorienting when you’ve built muscle memory around a specific workflow.

**Recommendations to others considering ClickUp:**

To improve the onboarding experience, ClickUp could develop a more comprehensive and interactive tutorial system that guides new users through the setup process. This could include video tutorials, step-by-step guides, and interactive walkthroughs that demonstrate how to utilize the platform's features effectively.<br><br>Enhancing performance for complex views is another area for improvement. Optimizing the loading times for heavily filtered List views and Dashboards would significantly enhance user experience, especially for those managing multiple projects simultaneously.<br><br>Completing the development of existing features to a polished state would also be beneficial. Ensuring that table formatting in Docs is as intuitive as in other platforms like Notion, and refining the mobile app to support more robust functionality, would make ClickUp a more versatile tool for users on the go.

**What problems is ClickUp solving and how is that benefiting you?**

Context-switching across projects used to crush my productivity. I’m leading five active architecture projects at the same time, and each one is in a different phase—design, permitting, bidding, or construction admin. Before ClickUp, critical project info was spread across email threads, shared drives, and a TeamGantt account that nobody kept current. Now each project lives in its own folder with standardized lists, communication logs, and linked documents. I can move from a bidding review on one job to a permit set on another and instantly see the current status without digging around.<br><br>ClickUp has effectively replaced 3+ tools and saved us real money. We dropped TeamGantt entirely, and I can now handle email triage, meeting notes, and weekly reporting workflows inside ClickUp—things that previously would’ve meant using Notion, a separate AI subscription, and more manual steps. For a small firm, consolidating into one platform at ClickUp’s price point delivers meaningful ROI.<br><br>The integrations also cover the gaps. I use Power Automate to pipe Outlook emails into ClickUp as digest comments, Otter.ai transcripts to flow into project docs, and Zoom recordings to be linked directly to meeting tasks. It isn’t a closed ecosystem; it works well enough with Microsoft and Google tools that I can keep our existing stack while still centralizing the “brain” of the operation in ClickUp.

  ### 10. Powerful Customization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Juliana F. | Designer Sr, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**AI Translated:** This review has been translated from Portuguese using AI.

**Reviewed Date:** August 31, 2026

**What do you like best about ClickUp?**

I use ClickUp daily for managing design tasks in the marketing team. I really like the customization of views and the freedom to create spaces according to the needs of each project, it's really advanced compared to other tools I've used. With ClickUp, I can use calendar views for monthly planning, Gantt views for long-term projects with multiple stages, and Kanban/list views for tasks. All these views can be used together in the same project without having to recreate tasks or use other scheduling or planning apps. Additionally, ClickUp keeps everyone informed about deadlines, task progress, and potential blockers without me having to manually notify or forward emails to everyone. It also organizes dates and sends reminders of urgencies and pending deliveries automatically. When I migrated from another company to ClickUp, coming from Asana, I found the initial setup quite easy at the time.

**What do you dislike about ClickUp?**

ClickUp is so comprehensive that my team and I often struggle to navigate the screens, and many don't even know some features exist. I think there could be a guided tour of the main features or some form of instruction for users who find it more challenging.

**What problems is ClickUp solving and how is that benefiting you?**

I think ClickUp keeps everyone informed about deadlines and tasks without me having to send manual emails, organizing dates and sending automatic reminders of urgencies and pending tasks.

  ### 11. A Game Changer for Vacation Rentals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shane F. | Inventory Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 05, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

manage inventory operations for a vacation rental property management company, which means my workflows don't look like a typical software team's. ClickUp is flexible enough that I could build exactly what I needed. I run everything out of one space: a dedicated list for onboarding new properties (every new property gets its linen and supply orders tracked from order to install), ongoing project tracking for things like linen attrition and vendor orders, and my own personal task list. Custom statuses are the feature I lean on most. I created statuses like "Holding Pattern" for items waiting on vendors or approvals, which is way more useful than a generic "in progress." The daily summary email is also a quiet workhorse. Every morning I get what's due today and what's overdue without opening the app, which keeps property onboardings from slipping when I'm in the warehouse instead of at my desk.

**What do you dislike about ClickUp?**

My use case is niche, so the template library doesn't do much for me. Almost everything I run had to be custom built from scratch, which meant the ramp-up took longer than it would for a team doing standard project management. Once it's built it works great, but plan for real setup time if your workflows don't fit the common molds.

**What problems is ClickUp solving and how is that benefiting you?**

Onboarding a new property involves a lot of moving pieces across ordering, receiving, and installation, and before ClickUp that lived in my head and in spreadsheets. Now each property onboarding is a tracked task with a status and due date, so nothing gets lost between vendors and install dates. Long-running inventory projects that used to stall silently now sit in a status I review daily. The benefit is fewer dropped balls during property launches and a clear picture of what's stuck and why.

  ### 12. Organization-Wide Task Visibility with Flexible Views in ClickUp

**Rating:** 4.0/5.0 stars

**Reviewed by:** Julio C. | Senior Events Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 31, 2026

**What do you like best about ClickUp?**

ClickUp is most helpful in task visibility across our entire organization, and the flexibility to add the same tasks in multiple places, so teams can reference within their own workflows without having to reference another team's task document. I enjoy the options to visualize my tasks differently, through a list, or calendar, or on a kanban board; it gives me a chance to hone in on different aspects of project management without having to copy and paste tasks over and over.

**What do you dislike about ClickUp?**

With so much flexibility, it can be hard to establish norms across the org, so I wish there was a way to maybe automatically trigger suggestions when someone creates a custom field to instead use an existing field so we don't have multiple fields serving different purposes. A small thing but would be helpful to have, you cannot "lock" due dates on tasks. ClickUp has dependencies which is helpful to visualize tasks that yours relies on, but changing the due date on one dependency can change the due date on your task, which I don't want to happen for big moments like registration launches. I'd like to keep using dependencies without worrying it'll move some important due dates.

**What problems is ClickUp solving and how is that benefiting you?**

Again, task visibility, I am able to see what other teams are working on and assign tasks easily across teams to save time and reduce duplicative efforts.

  ### 13. Perfect for Streamlined Task Management and Collaboration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nikoleta H. | Senior Event Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 31, 2026

**Describe the project or task ClickUp helped with:**

Service Task Overview

**What do you like best about ClickUp?**

I love using ClickUp for logging tasks with our marketing team because everyone prefers it over Jira. It works well for every role and enables smoother collaboration, even with cross-country teams. As an event manager, I mostly use ClickUp for creating lists and adding subtasks, and I really like that I can link these subtasks to other people's lists or projects like graphic jobs and campaigns. ClickUp makes collaboration and task management quicker and smoother, and it's very customizable, which lets me duplicate lists of tasks and choose specific fields to include. Overall, it makes my work effective.

**What do you dislike about ClickUp?**

I liked the most ClickUp version in 2023, and for some time after the new version, I could be using the old one, but then they decided not to support that version anymore. I feel like for my needs, ClickUp is great as it is, so there is no need for new product releases and updates so often. I think it still has more and more features and functions, and it becomes unnecessarily complicated.

**Recommendations to others considering ClickUp:**

Recommendations

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp simplifies task management and collaboration, making it quicker and smoother. It's customizable, allowing me to duplicate lists with specific fields, improving effectiveness across roles and teams, even cross-country.

  ### 14. Versatile Tool with Robust Project Management Features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chris G. | Founder &amp; MD, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I like that ClickUp provides a central place for everything. It's easy to use but still offers a depth and breadth of features similar to those you find in historically expensive enterprise solutions. I appreciate being able to switch between kanban and list views. Clients can view their projects in kanban view, which is super easy for them to navigate. Developers can view the same projects in a customized format that's more conducive to sprints or detailed card views. Setting up ClickUp was very easy for us, and although it's more complex now than when we started, there are lots of guides and communities available so you can start simple and build things up. ClickUp Brain (AI) and reporting features also make it easy to pull out any information quickly.

**What do you dislike about ClickUp?**

Loads of integrations, API to leverage, it's fast and cheap compared to enterprise platforms. The mobile app is the only thing that still lets it down.

**What problems is ClickUp solving and how is that benefiting you?**

I find ClickUp serves as a central place for everything, allowing me to quickly pull out information using ClickUp AI, which makes project management and logging of ideas much easier.

  ### 15. Intuitive, Fast, and Feature-Rich—ClickUp Makes SCRUM and Sprints Effortless

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mohammed Aeraf A. | Project Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 30, 2026

**What do you like best about ClickUp?**

ClickUp is very intuitive and has a friendly interface where I can drag and drop tasks and move tasks from one Sprint to another. It has all the features needed to manage and monitor a software development project. I can follow SCRUM methodology and define Sprints easily. I can also give access to clients and reviewers. It integrates with GitHub and Slack very well! It loads pretty fast and I never found it to be slow or unresponsive. As a startup, I was able to use the free features well and saved it me many hours each week. For beginners, the Unlimited plan is very affordable. Off late, the AI capabilities built into the tool have saved my time immensely. Also, I got quick response from support team for my queries.

**What do you dislike about ClickUp?**

The sheer number of options available can overwhelm the new users. I have faced a little difficulty onboarding new members into the tool. The performance of mobile app is not as good as the Web app.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps me smoothly manage my projects using SCRUM methodology. I can easily define Sprints and move tasks between Sprints. I tried other tools, but they are not that user-friendly as ClickUp is. It saves me many hours each week and I can complete my work sooner.

  ### 16. Comprehensive, Customizable All-in-One Tool for Fast-Moving Small Businesses

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kent R. | Founder of Illume, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 29, 2026

**What do you like best about ClickUp?**

It is comprehensive and customizable. If you're willing to do the work, you'll find that ClickUp has the power to do most everything necessary for process management, CRM, and internal connection. In small business settings like mine, in which we need to move quickly, having only one software to turn to is ideal. I find that if ClickUp is not working with another tool, it's usually the fault of the other tool.

**What do you dislike about ClickUp?**

There are times when it's so robust it can be confusing for new users, and it takes time to onboard them. It is also the case that ClickUp is constantly pushing their AI Brain, somewhat oppressively. The cost continues to rise, but more importantly, they do not allow variety of account types within the business.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp continually finds ways to cross-pollinate, making an individual task more robust and useful. I find that when I rely on a task as the core of my process, speed and efficiency increase significantly.

  ### 17. Intuitive, Reliable Task Management That Keeps Our Team’s Workflow Connected

**Rating:** 4.0/5.0 stars

**Reviewed by:** Farmon A. | VP of Sales, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I mainly use ClickUp to manage our team’s day to day work. It's quite intuitive. I track tasks, daily/weekly priorities, product work, customer follow-ups, goals, and internal discussions there. I like that it connects with other tools we use, so more of the workflow can stay connected instead of constantly moving messages around. Performance has also been pretty reliable for daily use, even when I’m jumping between my tasks, comments and different views. Overall, it helps me quickly see what’s being worked on, what’s blocked and what needs my attention every day.

**What do you dislike about ClickUp?**

One thing I still find frustrating is ClickUp Brain2 AI. It is useful when it works, but sometimes it cannot find tasks or comments even when I search using keywords that I know are in our workspace. I would like the AI search to be more reliable, especially when I’m trying to find something quickly. Also seat based subscription adds up since we have many people on the team.

**What problems is ClickUp solving and how is that benefiting you?**

Clickup helps me keep the team’s work on track and in one place instead of having tasks, updates and follow-ups scattered across other apps and spreadsheets. I can quickly see what they are working on, what is overdue, what is blocked and who is responsible for each task.

  ### 18. Transparency and Integration Powerhouse for Project Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex D. | VP of Product Development, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 23, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I appreciate that ClickUp allows me to manage all my information in a single location, integrating with SharePoint and OneDrive, and helps us keep track of both project and personal tasks. The full transparency across the company is crucial, allowing us to know exactly where each project stands. I like the external integrations with tools like Chat GPT, Gemini, and Claude. The Gantt features and API connectivity to additional external software are also very useful. I find the flexibility ClickUp offers with its multi-level hierarchy and ability to visualize tasks in multiple locations very accommodating. The new AI features enhance usability and functionality significantly. Setting up ClickUp was quite simple, and it's scalable, even as we plan to expand our user base.

**What do you dislike about ClickUp?**

I think the biggest bottleneck is that the AI feature is not ready yet. The internal brain AI has a lot of hallucinations, giving answers with a low level of certainty and is often wrong. Although it helps solve problems, you need a strong and ongoing interaction to reach the problem's root. Also, the limitation that agents cannot activate other agents is very restrictive. Some AI features cannot access others, like automations that can't reach automations in other locations or other agents, which limits the possibilities with AI a lot. This limits the interesting things and new applications I could develop with these new ClickUp AIs. There's still a lot of work to do in that area.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp lets me manage all information in one place, integrating with SharePoint and OneDrive. It tracks project and personal tasks, providing full transparency and understanding of project status, which helps analyze progress, identify delays, and improve planning.

  ### 19. Robust and scalable Project Manager tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paula P. | Academic Mentorship for Capstone Projects in the Bachelor's Degree in Design, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 22, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

Being able to manage and oversee several projects at the same time is a big plus. The feedback this tool provides helps us plan our workload and assign team tasks more effectively. I’ve tried several similar tools, and I find ClickUp to be one of the most complete and easiest to use.<br><br>I’ve tested ClickUp with several teams across different industries, and it has helped us tailor it to different creative processes with multiple requirements.

**What do you dislike about ClickUp?**

ClickUp's interface has long suffered from visual clutter, and the recent addition of AI agents and features has only compounded the problem. As an Operations Director, I require access to high-level overviews, granular details, and robust insights — but most of my team does not. They regularly flag the overwhelming UI as one of their primary pain points with the platform. Though filtering is available, it still needs a cleaner view option without the full sidebars, headers, etc.<br><br>What's missing is meaningful customization: the ability to build role-based views, toggle components (dashboards, views, sidebar, sidebar expansion, notifications, top bar) on or off depending on what each user actually needs. A modular approach to the interface — where AI tools and advanced features can be introduced progressively rather than surfaced all at once — would go a long way toward making ClickUp usable for teams with varying needs and levels of technical comfort.

**What problems is ClickUp solving and how is that benefiting you?**

We can efficiently have an overview of what's going on on each and every project at a glance. And also, have up-to-date information on the progress of the projects.<br>Our team has gained autonomy to do their tasks, and we've all gained transparency about the status of our work.

**Official Response from Jessica Surita:**

> Hey Paula! Thanks so much for the review. We really appreciate the feedback! 🙌

We also love hearing ideas for improvements from our users & we'd love for you to share your awesome suggestions on our feedback boards! Our Product team reviews every post and that's truly the best way for your ideas to be considered!🌟

  ### 20. Intuitive Interface and Effective Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emmanuel V. | Cyber Security Engineer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** July 23, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I really like ClickUp's user-friendly interface. It's very intuitive and allows you to view information in GANT format, which is really useful for understanding the duration of each project and coordinating better with other teams. I also like that the application loads very well, which helps us get a better context of what other teams are doing. The initial setup was quite intuitive, and I had no complications assigning tasks or people to those tasks. I really appreciate how easy it was to understand, especially with some feedback from other users.

**What do you dislike about ClickUp?**

Sometimes, the initial load, when the application has just been updated or when I have just turned on my computer, takes a while to load, and sometimes the interface is slow, it feels like a lag, as if it were delayed. This happens when I have many activities, many assigned tasks, and there is a lot of information on the screen, which makes it take a while and it seems that it is not so well optimized.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps me manage activities easily, organizing with other teams. The user-friendly interface and GANT visualization facilitate time coordination with technical and non-technical teams, improving communication. It was also intuitive to set up thanks to feedback from other users.

  ### 21. Impressive Interface, Perfect for Task Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vincent Y. | Website Project Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 01, 2026

**What do you like best about ClickUp?**

I like ClickUp's intuitive interface that makes it easy to navigate. It's great that all the tools we use daily are readily available. I find the time tracker particularly intuitive, and I like how quick and speedy the interface is. It's also improved a lot in performance over the years. I appreciate the ability to run reports on task time, which gives me insights into team productivity and task duration. The direct messaging feature is excellent for quick communication with team members worldwide, fostering not only efficient work discussions but also personal interactions. ClickUp provides a robust system with good value for its price, especially compared to other options.

**What do you dislike about ClickUp?**

Nothing to dislike! I'm sure there are more features we just aren't utilizing that we probably should be.

**What problems is ClickUp solving and how is that benefiting you?**

I use ClickUp to organize client inquiries, web support, and SEO tasks, ensuring clear communication, tracking deadlines, and efficiently managing projects.

  ### 22. CEO - Agency Partner Interactive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tauseef Y. | Chief Executive Officer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** June 13, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

The best thing about ClickUp is the integration with all the apps that we usually use. I also think the ease of using spaces to create different projects for different departments is great and works really well. For each department, we create spaces and under that, we create tasks for the relevant departments, allowing them to keep a track of their daily to-do lists. It helped us monitor their progress, and the automation helps us see how much progress they have been making on those tasks. The initial setup of ClickUp was very easy.

**What do you dislike about ClickUp?**

I think sometimes having too many options for doing things on ClickUp can be a little confusing. Also, I think options are not adding status by every employee or every user in ClickUp.

**What problems is ClickUp solving and how is that benefiting you?**

We find ClickUp improves our project visibility and task management, integrates well with our apps, allows us to create departmental spaces to track tasks easily, and helps us manage resources efficiently, especially as we have grown from 26 to 70 people.

  ### 23. Transformed Our Operations with with Brain2’s AI Integrations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rich W. | Founder &amp; Filmmaker, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about ClickUp?**

It has completely transformed the operations of our business. From the admin workflows, to our CRM, project management, everything has a place and use. Love the new Brain2 and its AI integrations and agents. Completely changed the game for us.

**What do you dislike about ClickUp?**

Limits on AI usage without paying per seat, pricing on customization, and limits on the capabilities of the AI interface. There is still a lot that has to be done manually.

**What problems is ClickUp solving and how is that benefiting you?**

Operational Organization, System Integration with our plugins (Gmail, calendars, QuickBooks). We struggled for a while running this company off of several different programs (Apollo, HubSpot, QuickBooks, VidLead, etc.) and there was nowhere to have everyone in one spot working on the same goals. After using ClickUp for a few years very cautiously I really focused on rebuilding everything from the ground up. With the new Brain2 version of their AI, it helped me rebuild everything to a more organized and fluid system where it's so simple to learn and use that there is no reason for the business to have some stop gaps and delays. And with the AI agents, we are able to assess, and propose projects to our clients better because it helps us stay fully aligned with their vision and budgets to where we are starting to close more business. Huge help.

  ### 24. ClickUp’s Integrations, Templates, and Support Make Workflows Seamless

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cena O. | Project Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about ClickUp?**

In my opinion, the best features of Clickup are its software integrations, the ability to create and use templates, and the extensive range of forms and features available within the same program. The software performs well and automatically saves all actions, which makes it very convenient to integrate data across workflows. For a small team like ours, the annual team pricing is very reasonable.

When I’ve had issues with workflow setup or performance, the support team has gone above and beyond to help me identify and fix the problem. And when I’m unsure how to build or complete a more complex task, the AI has helped me discover new ways to use the program. Once our team was trained and had some hands-on experience, it became quite smooth to move between files and workflows.

**What do you dislike about ClickUp?**

Not being able to create headings and sections when building a form has made our intake process a bit more difficult and less user-friendly for customers. It would be much more intuitive if we could redirect people to specific sections based on their answers to certain questions. It would also be extremely helpful to split lists into sections or pages, so workers don’t have to filter through so many entries within a single page or status.

**What problems is ClickUp solving and how is that benefiting you?**

We may need to switch to another management information system for our agency if the site is not fully ADA compliant by 2028, I know they are working on that but it is a matter of federal regulations for us

  ### 25. ClickUp...Up and Away!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew L. | Regional Sales Support Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 17, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

ClickUp has become the central hub for my daily operations. From task check-offs, to easy searching and filtering, it is packed with powerful features, but the drag-and-drop interface saves me hours each week by making task updates completely effortless. It keeps my workflow moving without any administrative friction. An unexpected benefit has been how well it handles centralized information—storing assets, notes, and task histories together means I spend far less time digging through folders to find what I need. It has significantly improved my overall efficiency.

**What do you dislike about ClickUp?**

While ClickUp is incredibly powerful, template creation can feel complex and tedious to set up from scratch. Additionally, form creation feels too restrictive at the basic tier. The lack of design and logic freedom on basic forms forces a choice between an immediate paid upgrade or using external form builders. These limitations slow down onboarding for new projects and create unnecessary administrative work when trying to gather data from external clients without jumping between multiple apps. ClickUp could dramatically improve by streamlining the template saving process into a simple one-click action. Granting more layout and custom field freedom for forms at the basic level would also keep users inside the platform rather than sourcing third-party tools.

**What problems is ClickUp solving and how is that benefiting you?**

It's helped streamline communication between my boss and me, allowing for project delegation amongst colleagues. ClickUp centralizes tasks, documents, and files into a single hub. This keeps my workspace organized and saves me from constantly digging through folders or opening separate note-taking tools.

**Official Response from Jessica Surita:**

> Hey Matthew! Thanks so much for the review. We really appreciate the feedback! 🙌

We also love hearing ideas for improvements from our users and we'd love for you to share your side-by-side task viewing suggestion on our feedback boards! Our Product team reviews every post and that's truly the best way for your ideas to be considered!🌟

  ### 26. Versatile and Collaborative Workflow Management Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deborah A. | Project Administrator, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** April 16, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I use ClickUp for maintaining workflows, scheduling, managing my team, and more. I love how it solves the assigning of work for us as a bookkeeping firm, helping us manage our deadlines and keep documents safe. The email to task feature is brilliant because we can always refer back to it when needed. I love the versatility of viewing tasks in different ways, like a Kanban board or list view, fitting what I need for each task. It encourages a lot of collaboration, which is great. I find the different views really helpful to see all tasks at a glance and filter them by employee or task. ClickUp helps me with meetings by managing them and having notetakers come in when needed, which I think is amazing.

**What do you dislike about ClickUp?**

The one thing I'm struggling with is the AI part of ClickUp. I find that I can't create duplicates efficiently if I need to put a task in many different folders since there's no bulk duplicate feature. Given that we manage over 54 clients, having to do this individually is pretty tedious. Also, when I try using AI for this task, it doesn't really understand what I'm trying to do despite taking credits for it. This really makes things a bit difficult, and I think it could be improved.

**What problems is ClickUp solving and how is that benefiting you?**

I use ClickUp to manage workflows, assign work efficiently, track deadlines, and keep documents safe. It helps me see tasks in various views, manage my team better, and collaborate effectively. The email-to-task feature is a game-changer for tracking important information.

  ### 27. Streamlined Workflows and User-Friendly Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jami O. | Independent Home Care Marketing Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** October 17, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I like ClickUp for its ease of use. It's very user-friendly, and I appreciate the tons of templates available that help me create various dashboards and project hierarchies with ease. The supportive staff is fantastic, always kind and generous with their time. The tool helps me consolidate workflows for content creation, data analysis, and task management all into one platform. The dashboards support managing efficiency and ROI, streamlining our work significantly. I enjoy how the platform improves productivity and keeps me organized, especially with task hierarchies and reminders that help me focus and finish tasks.

**What do you dislike about ClickUp?**

I have struggled lately with the AI in the notetaker not connecting very well with Zoom, and I'm working with the tech team to figure that out. It might be a setting issue or something with their code. The pricing is also a bit difficult to navigate due to many little nuances and upsells. I wish it were more intuitive about which features should be packaged together. It feels like I have to keep adding on and adding on, which increases the cost. I wish it was more intuitive, just kind of out of the box.

**What problems is ClickUp solving and how is that benefiting you?**

I use ClickUp to consolidate workflows and manage tasks efficiently. It streamlines communication within my team, enhances productivity, and keeps projects on track. It helps me stay focused with task prioritization, and offers tools to track progress and ROI effectively.

  ### 28. ClickUp as a flexible central operating system for our organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Peter v. | Owner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**AI Translated:** This review has been translated from Dutch; Flemish using AI.

**Reviewed Date:** August 28, 2026

**What do you like best about ClickUp?**

What I like most about ClickUp is its immense flexibility. We use it not only for task management but also to organize our leads, customer contacts, projects, communication, and internal work processes from one central environment. <br><br>With custom fields, templates, dashboards, and automations, we can continuously tailor ClickUp to the way our organization actually works. This gives us more overview, saves time, and reduces the chance that important follow-up actions are forgotten. <br><br>ClickUp is increasingly becoming the central operating system of our organization for us.

**What do you dislike about ClickUp?**

The great flexibility of ClickUp is also a disadvantage. Due to the many possibilities, it can be quite complicated to build a good structure and keep it organized. It takes time to get to know the system well and to set up automations correctly. <br><br>Additionally, we find the consumption and costs of automation and AI credits not always sufficiently transparent. With larger numbers of tasks or leads, credits can be unexpectedly consumed quickly. A clearer prediction of expected consumption and a warning before a limit is reached would be very valuable.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps us bring together information that was previously spread across different systems, mailboxes, and personal task lists into one central work environment. We use it, among other things, for managing and following up on leads, customer contacts, projects, and internal tasks. <br><br>This gives us better insight into the status of each request, employees know which actions still need to be performed, and the chance that important appointments or follow-up moments are forgotten is reduced. Automations also take over recurring tasks from us. This provides us with more overview, better collaboration, and ultimately, especially time savings.

  ### 29. Who is it for?

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eri F. | CEO, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 16, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

What I like best about ClickUp is its unparalleled customization and the sheer breadth of features. It's incredibly powerful to be able to tailor almost every aspect of a workspace to fit specific team needs, from custom statuses and fields to a multitude of views like List, Board, Calendar, and Gantt. This flexibility means we can truly adapt the platform to our unique workflows, rather than having to adapt our workflows to the platform. Plus, having everything from task management and time tracking to docs and whiteboards all in one place significantly reduces tool sprawl and makes our team much more efficient.

**What do you dislike about ClickUp?**

My main dislike about ClickUp stems from its steep learning curve and occasional performance issues. While the extensive features are a major strength, they can also make the initial setup and onboarding process quite overwhelming, especially for new users or smaller teams without a dedicated admin. It takes a significant investment of time to truly understand and optimize your workspace. Additionally, with so much functionality packed in, the platform can sometimes feel a bit slow or sluggish, particularly when navigating large projects or complex views, which can impact the overall user experience.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp addresses a multitude of common project management problems, and for me, the benefits revolve around centralization, improved visibility, and enhanced collaboration.

Here's a breakdown of the problems ClickUp solves and how that's benefiting me:

1. Problem: Dispersed Information and Tool Sprawl

How ClickUp solves it: Before ClickUp, our team often had tasks in one tool, documents in another, communication in a third, and time tracking somewhere else entirely. This led to fragmented information, wasted time switching contexts, and difficulty getting a holistic view of projects. ClickUp aims to be an "all-in-one" solution by providing tasks, docs, whiteboards, chat, goals, and even a built-in email client.

Benefit to me: This centralization is a game-changer. I no longer have to hunt for information across multiple platforms. Everything related to a project, from initial brainstorming on a whiteboard to the final deliverables and related discussions, lives within ClickUp. This saves an enormous amount of time and reduces the mental load of managing several tools simultaneously.

2. Problem: Lack of Clarity and Poor Task Management

How ClickUp solves it: ClickUp offers highly customizable task management. You can define custom statuses, assign tasks to multiple people, set dependencies, and break down large projects into smaller, manageable subtasks. The various views (List, Board, Calendar, Gantt, etc.) allow different team members to work in the way that makes most sense for them while still having all data connected.

Benefit to me: This clarity is crucial. I can easily see who is responsible for what, when things are due, and how individual tasks contribute to larger project goals. The ability to switch between views helps me understand project progress at a glance, identify bottlenecks, and ensure no task falls through the cracks. It brings a much-needed structure to our work.

3. Problem: Inefficient Communication and Collaboration

How ClickUp solves it: ClickUp integrates communication directly into tasks through comments and a chat view. You can mention team members, attach files, and discuss specifics right where the work is happening. The whiteboards and collaborative docs also facilitate real-time co-creation.

Benefit to me: Our team communication has become far more efficient. Instead of endless email threads or scattered chat messages, discussions are tied directly to the relevant tasks. This reduces miscommunication, ensures everyone has context, and makes it easy to go back and review decisions. The collaborative features for documents and brainstorming sessions also make our remote work much smoother.

4. Problem: Difficulty in Tracking Progress and Performance

How ClickUp solves it: ClickUp provides features like time tracking, customizable dashboards, and robust reporting. You can create dashboards to visualize key performance indicators (KPIs) relevant to your team or project, such as task completion rates, workload, and time spent.

Benefit to me: I can now easily track the progress of projects and the workload of my team members. The dashboards provide a real-time overview, helping me make informed decisions about resource allocation and project timelines. This improved visibility means we're better at meeting deadlines and identifying potential issues before they become major problems.

In essence, ClickUp helps us overcome the chaos of disparate tools and unstructured work, bringing order, transparency, and efficiency to our project management efforts.

  ### 30. Adaptable and Comprehensive for Project Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bastian B. | KAM Semi Senior — JetSMART Airlines | Agencia Retargeting, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** June 13, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

What I love most about ClickUp is its ease of use and great customization capability. It is 100% adaptable to each organization or person according to the intended use. I love that it allows continuous communication with the team through chats and comments, attach large documents without the need for other platforms, record screens, and automate tasks. ClickUp is a very comprehensive tool that offers everything in one, which I value greatly. Additionally, communication is much smoother as clients can directly share files, which is very valuable to me.

**What do you dislike about ClickUp?**

I think the way customized requirements are received by an organization could be improved. Often, with such large teams or managing so many things, there are certain improvement requests for the platform that one would like to make, but they are never executed because they do not receive the necessary score to be added to ClickUp. This is the current process they have for applying the improvements one proposes as a client.

**What problems is ClickUp solving and how is that benefiting you?**

It makes management and coordination for leading projects easier and more efficient.

  ### 31. Good for Task Management and Knowledge Base, Dashboard and time tracking needs work

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luisa P. | Property Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**Describe the project or task ClickUp helped with:**

ClickUp offers a comprehensive task management solution with features like multiple spaces, folders, and lists, along with time tracking capabilities. However, improvements are needed in the dashboard view and time tracking visualization to enhance user experience.

**What do you like best about ClickUp?**

I like the ability to create multiple spaces, multiple folders, and multiple lists and track the time inside them. I like subtasks and the ability to change task type. I also think it is relatively easy to use once you understand the main processes. Organizing folders by client and lists by projects helps us keep the space organized.

**What do you dislike about ClickUp?**

The whole dashboard view can be improved. I tend to use it a lot, but it keeps disappointing. The ability to categorize axis by formula on a dashboard card is super important but not available. It would be extremely helpful to create a card that shows by date the sum of a formula field, but that's not possible. The note widget format is also bad in dashboards. The time tracking section needs improvement too. It would be great to create bar graphs showing time tracked month by month for lists and folders. Currently, I have to create multiple time reporting cards and use date filters, which makes it complicated to analyze. I've connected ClickUp API to Power Bi for analysis, but it would be easier if ClickUp had this feature. Also, all time tracked by removed users disappears from ClickUp, which is a serious issue for us as we rely on this for tracking project development. This information should still be available in some format. These are the most important improvements needed.

**Recommendations to others considering ClickUp:**

To enhance the user experience, it is recommended to improve the dashboard view by adding features like axis categorization by formula and better time tracking visualization. Ensuring that time tracked by removed users remains accessible is also crucial.

**What problems is ClickUp solving and how is that benefiting you?**

I find ClickUp integrates my team's tasks and streamlines project hour tracking, while making knowledge base access easier. However, the dashboard view is lacking, with missing features like axis categorization by formula and improved time tracking visualization. Time tracked by removed users disappearing is also frustrating.

  ### 32. The best productivity tool you can have!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julien C. | Designer gráfico, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 14, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I need a blog to write everything I like about ClickUp. They have EVERYTHING: Tasks (in list view, table view, board view, calendar view, map view, etc), Docs, Dashboards, automations and the best IA. You can share public links of tasks or docs. The tasks have a activity tab, so you can see all the history about that task. It's so flexible and professional. With ClickUp there are no excuses for not being extremely productive.

**What do you dislike about ClickUp?**

That's hard. I don't know what to write about it. Maybe the fact that I'm not in control of every ClickUp decision (but that happens with all the other platforms). But even ClickUp has a "Feature Request" forum, so we can add and vote on possible new features. I'm sorry, I said another thing I like about ClickUp in this question. I'm not capable of saying bad things about ClickUp.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp organizes my personal life and my professional work life. I'm always on ClickUp organizing my next steps. It helps me a lot to be more productive. I can't live without ClickUp.

  ### 33. ClickUp Brings Clear Visibility and Flexible Workflows to Our CS Team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mahmoud H. | CS Head, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**Describe the project or task ClickUp helped with:**

N/A

**What do you like best about ClickUp?**

I use ClickUp to manage everything our CS team handles beyond ticket resolution-recurring tasks, ad-hoc projects, and our overall team workload. What I like most is the visibility it gives me: I can see exactly what each agent owns, identify work that’s happening but isn’t being tracked anywhere, and use that insight to make better resourcing decisions. The conditional logic and flexible task structure also make it straightforward to build workflows, like approval processes, without needing extra tools. My only gripe is the occasional access glitch with conditional logic settings. They usually resolve on their own, but it can still be frustrating when it happens mid-setup. Pretty good, it delivers solid value for the price, especially given how much visibility and structure it adds to managing the team's workload.

**What do you dislike about ClickUp?**

The main issue I’ve flagged is an intermittent access glitch with conditional logic. ClickUp sometimes tells me I don’t have permission to add conditional logic to a task or automation, even though I do. It usually resolves on its own if I retry later. It’s not a consistent blocker, but it’s happened often enough that it’s a known annoyance in the middle of setup.

**Recommendations to others considering ClickUp:**

N/A

**What problems is ClickUp solving and how is that benefiting you?**

In short, it turned an informal, hard-to-audit set of responsibilities into something visible, trackable, and easier to plan around.

  ### 34. ClickUp Keeps All My Projects and Tasks Perfectly Organized in One Place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anabela S. | Marketing Agency Owner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about ClickUp?**

What I like best about ClickUp is that I no longer have to rely on my memory to manage my work. Everything is organized in one place: my agency projects, team tasks, deadlines, follow-ups, and even personal projects. We can finish a meeting and immediately have the tasks, responsibilities, and next steps organized in ClickUp. It gives me a clear view of what needs to be done and what has already been completed. After four months of using it, it has become essential to my daily routine.

**What do you dislike about ClickUp?**

The only thing I would improve is time tracking. I would love to have an automatic way, within my current plan, to see exactly how much time I spend on each task. This would make ClickUp even more complete for me, especially for managing my productivity and understanding where my time goes.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp is solving one of my biggest business problems: keeping track of everything that needs to be done. I manage multiple projects, clients, team responsibilities, follow-ups, and deadlines at the same time, so relying on memory was simply not sustainable. With ClickUp, everything becomes a task with a deadline and a clear workflow. After meetings, we immediately turn decisions into tasks and next steps. This helps me make sure nothing is forgotten, gives me visibility into what has been completed, and allows me to manage my agency with much more control and peace of mind.

  ### 35. Highly Customizable and Efficient Workflow System

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anri v. | Product Owner, Computer Software, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** June 23, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I like the automations in ClickUp and the control it gives me over creating the different spaces I need and the lists within those spaces. I appreciate having control over all the things I can customize to meet my specific needs. I love using the custom fields as we store various forms of data. The automations make it easier for work to move through different statuses, saving us time and reducing manual tasks. Automated comments guide users to understand procedures and ensure everyone knows what's expected at every point. Automated emails also save much time and ensure that communication is precise and correct. It's really about time-saving, precision, and standardization in processes, making things more accurate and correct.

**What do you dislike about ClickUp?**

I suppose something that we haven't really explored is the direct messaging and the channels. To my understanding, it's almost like a replacement for Slack. But, yeah, we've not really explored this feature and still have our Slack account separate from ClickUp. The notion of truly having one app for everything is still a bit overwhelming.

**What problems is ClickUp solving and how is that benefiting you?**

I use ClickUp to handle support queries and collect data with forms, use automations to speed up work, and store SOPs. It saves time by standardizing processes, ensuring tasks are completed accurately without relying on memory, and makes work more precise and correct.

  ### 36. Highly Versatile with Customizable Features, But Needs Integration Tweaks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph A. | Creative Director, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 30, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I love how ClickUp integrates between my Google Workspace account and my OneDrive cloud storage account, making it easier to manage tasks and monitor all business activities. I appreciate its versatility. I started out using the simple task manager and then customized it according to my liking. The ability to create custom fields, record voice messages, and make video screen recordings are features I value a lot. Recording voice messages allows me to communicate with my teammates efficiently, especially when I'm on the road. If a task needs more explanation, I use the screen recording feature. I also like how customizable the task status is, and how I can adjust the views from lists to boards. The easy and intuitive user interface makes it user-friendly, which was a big reason for switching from Wrike to ClickUp.

**What do you dislike about ClickUp?**

For me, there are two things. Number one, the calculate feature on custom fields could be improved. Sometimes I need to refresh the browser so that ClickUp could correct the calculation. Sometimes it does not calculate the column correctly, that's why I need to use the refresh button on the browser to correct it. It's not as fast as Microsoft Excel. Second is sometimes whenever I attach tasks via the Google Chrome extension, I need to sign in to the Google Chrome extension to attach the email to a certain ClickUp task. So I'm assuming that is because the Google Chrome extension and ClickUp are not communicating well.

**What problems is ClickUp solving and how is that benefiting you?**

I use ClickUp to manage tasks, monitor business activities, and track finances with integrations to Google Workspace and OneDrive. Its custom fields, voice, and screen recording features help delegate tasks and explain projects effectively.

  ### 37. Versatile Workflows with Handy Slack and Google Drive Integrations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sara K. | Project Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about ClickUp?**

I really like how versatile it is. You can use it to track software projects, marketing initiatives, recruitment processes, and plenty of other workflows. When needed, you can add a specific field to a task or build a more tailored dashboard to follow a project’s progress.

On the integrations side, I appreciate that it connects with Slack and Google Drive. We use both in our organisation, so it’s helpful to tie everything together in one place.

**What do you dislike about ClickUp?**

I don’t really like the AI features. I rarely use them, and when I do try them, they don’t feel like a good fit for what I need. Our organisation already uses other AI tools, so the built-in AI features here don’t add much value for us. We end up doing everything in those other tools anyway.

**What problems is ClickUp solving and how is that benefiting you?**

I used to rely on spreadsheets, scattered Slack threads, and various Google Drive folders to keep everything moving. After implementation, we were able to bring all of that together in one solution, which ended up boosting our team’s performance quite a bit. It also saved us a lot of time and energy we otherwise would’ve spent searching for project materials and keeping multiple trackers up to date.

  ### 38. Smooth ClickUp Onboarding, Helpful Permissions, and Great AI Plugin

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sannidhi P. | Associate Product Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about ClickUp?**

The first-time onboarding in ClickUp is easier than in other project management tools. When new features are released, it doesn’t feel overwhelming or disruptive. On an organizational level, the user-level permission matrix is genuinely helpful for managing access and keeping things structured. The ClickUp and ChatGPT & claude plugin is great and helps us create wikis more easily. Overall, performance has been reliable.

**What do you dislike about ClickUp?**

Some basic features are locked behind a higher pricing tier, such as moving subtasks, which doesn’t allow us to use the feature as expected. The platform also feels a bit slow at times.

**What problems is ClickUp solving and how is that benefiting you?**

We used to rely on a bunch of different tools to get our work done, but now we can manage projects, build dashboards, and maintain wikis all in one place, which really helps us stay organised. With ClickUp tasks and dashboards, our quarterly and yearly reviews have become more reliable and easier to keep consistent.

  ### 39. One Click Creativity: Streamlining the Creative Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sheena Marie P. | Visual Designer, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about ClickUp?**

As a graphic designer, ClickUp works best for me because it gives me one dedicated space for my creative workflow. Every design request I receive can live in a single task, with all the details I need neatly organized within each job order. I can keep the creative brief, copy, references, sizes, comments, and revisions all together in one place, which makes it much easier to stay on top of everything. I also love that I can customize both the workflow and my dashboard to fit how I like to work. The new AI features have helped keep things running smoothly as well. I overall love its performance and responsiveness, it never gets down when I need it most during working hours. It's definitely worth the money given the convenience it provides in making the entire workflow streamlined.

**What do you dislike about ClickUp?**

Personally, I don't really use the chat feature much because I don't think it's necessary in my workflow. But I don't dislike it, it just doesn't work well with my working habit. If there’s one area that could still be improved, it’s notification management. It can get overwhelming at times, especially when I’m juggling multiple projects at once. With the current interface, it’s difficult to keep track of notifications consistently. I’d love to see the notification indicator placed somewhere more prominent, bigger and more eye-catching so I can always stay aware of the numbers.

**What problems is ClickUp solving and how is that benefiting you?**

From a designer’s perspective, it really helps solve the problem of scattered design requests and makes it easier to set priorities for each one. It also makes collaborating with another team more convenient by linking multiple tasks that are related but still distinct. In my case, I work with writers and animators, and even though we all have different responsibilities, our tasks connect while we each keep our own independent space. That setup gives us better visibility not only into our own projects, but also into the work happening across the team. Overall, it helps us stay on top of deadlines and cuts down on the back-and-forth communication.

  ### 40. Autopilot Agent + Brain: Creative Automation That Fills in Task Details

**Rating:** 4.0/5.0 stars

**Reviewed by:** Leon H. | MarTech Specialist, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about ClickUp?**

Autopilot agent with Brain can be used in many creative ways. In our case, we use it to generate a table directly in the task description, pulling in detailed information based on the form submission details.

This lets our users enter only minimal information, while Brain fills in the key details by referencing relevant links or previous tasks submitted in ClickUp.

**What do you dislike about ClickUp?**

Because several of our requirements are not natively supported in ClickUp, we currently rely on Agents to handle certain workarounds. One example is passing custom field values from a parent task to its subtasks.

Also, the harnessing for the agent on custom field passing down is not always successful as the agent sometimes fail to pass field values depending on its type. Such as multi label.

As the build becomes more complex, another limitation is the lack of a dependency or “wait” mechanism between automations. When multiple automations are triggered around the same time, a static automation cannot wait for an Agent to finish before continuing.

For example, an Agent may still be populating a custom field when a static automation checks that field. If the Agent has not completed its action, the static automation may interpret the field as empty and skip the intended workflow.

Having the ability for one automation to wait until another automation or Agent action is completed would help prevent these timing conflicts and make more complex workflows significantly more reliable.

Lastly, the ability to turn off selective AI features are not available, such as AI Cards, Ask etc.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp is helping us centralise and standardise how our global marketing teams plan, execute and track campaigns across regions.

Previously, campaign planning, briefs, task management and reporting were more fragmented. With ClickUp, we are able to bring these processes into a single platform, automate repetitive steps, standardise campaign information and provide better visibility across teams.

We also use ClickUp to automate parts of the campaign workflow, such as generating marketing briefs, populating required fields, applying naming conventions and connecting campaign execution with downstream processes.

The main benefit is greater consistency, less manual work and better visibility. Teams spend less time managing administrative tasks, while stakeholders have a clearer view of campaign activity, ownership, progress and execution across markets.

  ### 41. ClickUp is my Neurodivergent-Friendly Task Organization Buddy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria Annabel P. | Visual Designer II, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about ClickUp?**

Organized and easy to use. The color-coding features make it very neurodivergent-friendly, especially for someone with AuDHD like me. I’m able to organize my tasks clearly and prioritize them accordingly. Our creative team uses ClickUp to manage project requests, assign tasks based on team capacity, and keep track of deadlines and progress. It helps us stay organized, maintain visibility across multiple projects, and collaborate more effectively. Having a centralized system for tasks and updates makes it much easier to prioritize work and ensure timely delivery of creative assets.

**What do you dislike about ClickUp?**

Sometimes, the ClickUp app wouldn't load at all. I use the desktop app as a back-up but would really appreciate it if this happens a lot less.

**What problems is ClickUp solving and how is that benefiting you?**

I appreciate the transparency around each team member’s project load. It’s helpful to be able to see how I’ve been contributing to the team and quickly tell whether I need to catch up or lighten my workload to avoid burnout.

  ### 42. Intuitive UI and Endless Views—ClickUp Saves Me Hours

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brent J. | Freelance Marketing Consultant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about ClickUp?**

I truly enjoy the UI of ClickUp. It follows what seems to have become a standard spine of interface drill-down for project management - with a familiar hierarchy of tasks and sub-tasks expanding to the right for details, which allows almost immediate use without a heavy learning curve. I've primarily used the list option for my purposes so far, but knowing I can easily create other projects with what seems almost endless types of views, from familiar kahn bahn or timeline (calendar) but there are expansions into mindmap for the more visual freeform approach, etc.

The free version has allowed me a huge efficiency boost in tracking a lengthy employment search, being the source of truth for my applications and references to different tailored resumes and cover letters. I have honestly surprised some recruiters in being able to tell them if I'd already applied or known about positions they suggest - down to the date I'd contacted a company, and even who I worked with.

I feel I've only scratched the surface of the tool and primarily within my one main project, but I could use ClickUp for my personal and work needs, I think it would outshine team management for almost all others I've tried, using Asana, Monday.com, and MS Teams in professional settings with team management, and the ability to easily track projects and initiatives with a group.

I honestly tried the platform simply for the ability to use the free option as a start, hoping the proof of concept would suffice, and it's shown me that I haven't even begun to uncover the possibilities. It's easy enough to use with a specific goal in mind, even without diving into true customizations or deeper settings. However, in doing so, with the upgraded options and ability to really customize the interface and interdependencies, ClickUp would provide an amazingly robust platform for complex projects with many dependent pieces and stakeholders.

I save hours with the basic setup and performance as my basis for approach on my main project and want to use it for more and more.

**What do you dislike about ClickUp?**

I have to work quite hard to find reasons to dislike anything about ClickUp. One slight hangup is something that is common across many platform interfaces in list format: when in a detail view of a subtask (or even a sub-subtask) it can be easy to misread or not notice at which level one is at and accidentally ascribe a task, note, or even date to the wrong level. I would like to see possibly some more visually stacked breadcrumbs to help with navigation, but this is a small matter, and I restate, this seems a common breadcrumb treatment across similar types of interfaces, not a major hurdle of use.

**What problems is ClickUp solving and how is that benefiting you?**

My current use is primarily as my database or source of truth for an extensive employment search. Although a personal project, it is an enormous benefit for the next step in my professional development.

ClickUp has allowed me to approach a daunting task with a level of professionalism that keeps me completely organized and cross-referenced with my entire search, making things effortless in looking back or searching past pieces that I might use in other context or avoid repeating applications.

  ### 43. Flexible All-in-One Project Management with Powerful Views, Templates, and Automations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shannon T. | Director of Operations, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 23, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

The flexibility is what stands out most. I can manage tasks, recurring workflows, client projects, notes, deadlines, and SOPs all in one place, while still customizing each workspace to match how the business actually operates. The different views, templates, automations, and assignment options are especially helpful for keeping multi-step projects organized and making sure nothing slips through the cracks.

**What do you dislike about ClickUp?**

The biggest drawback is that ClickUp can feel overwhelming at first, simply because it offers so many features, views, and customization options. Setting up a workspace in a way that feels truly intuitive can take time, especially for new users or clients who aren’t comfortable with project-management software. Notifications can also get noisy unless they’re carefully tuned, and at times it takes more clicks than expected to track down a specific setting or a particular task detail.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps me solve the problem of having tasks, deadlines, notes, SOPs, and client requests scattered across emails and different systems. I use it to centralize ongoing projects, recurring responsibilities, follow-ups, and multi-step workflows, so I can quickly see what’s due, what’s waiting on someone else, and what needs my attention next. As a result, I miss fewer details, prioritizing is easier, and I have a clearer way to track progress across multiple clients and projects.

  ### 44. ClickUp Made Collaboration Easy and Clear

**Rating:** 4.0/5.0 stars

**Reviewed by:** Maggie G. | Web Developer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about ClickUp?**

ClickUp changed the way my team works. ClickUp gave us a single space to share files, ask and answer questions, and track project progress. We used to do it all over email and face to face conversations which was constantly frustrating. Now I know exactly where to go to find everything I need to complete my projects. I don't know what we pay, but I absolutely would not want to do this job without it. Our team relies on it heavily and it would be extremely difficult to replace, and nearly impossible to stop using.

**What do you dislike about ClickUp?**

The sort feature for future jobs is annoying – It always puts the ones with the nearest due dates at the end of the list and makes me resort – every time.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp gets project info out of everyone's inbox and into a single space where we can all see what everyone is working on. It makes collaboration easy and communication clear.

  ### 45. Streamlines Teamwork and Communication

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kayla T. | Executive Assistant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about ClickUp?**

I like the automations and the ability to create templates for SOPs in ClickUp. I also appreciate the ease of prioritization, deadlines, and the communication features, which help maintain consistency across our company. The ability to communicate with team members, tag them, and have a historical record of documents and updates is really helpful. Additionally, communicating back and forth with my boss and staying updated on project timelines are valuable aspects that I enjoy.

**What do you dislike about ClickUp?**

Using some of the brain stuff or having those chatbots that were designed haven't worked that well for me. I would like more ability to get help building actual spaces and systems, not just having to chat back and forth with a bot. Also, while the initial setup was easy enough, it was time-consuming.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp helps us stay organized, manage deadlines, and streamline processes. I like the automations, communication, and the ability to create templates for SOPs. It enhances consistency, enables easy communication, and allows for historical records of tasks and updates all in one place.

  ### 46. ClickUp Keeps Our Design Projects on Track—Faster, Great UI, and Fair Pricing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Menna C. | Managing Partner - Client Strategy and Delivery, Design, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 18, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about ClickUp?**

I find that in the past few years, ClickUp has significantly improved. I have used it since 2018 and honestly couldn't manage our design projects without it. The user interface is good; the speed is much better than before, and the original reason for trying it out was to track time across projects. I also think the Unlimited pricing is fair for what you get.

**What do you dislike about ClickUp?**

I wish there were a better way to manage attached files, such as files attached to tasks. The only way to find them is to go to the task you uploaded the file to. This is a major downside to the platform. Also, the file management within the tasks themselves can be glitchy and require multiple refreshes after deleting something or adding something for it to properly show up.

**What problems is ClickUp solving and how is that benefiting you?**

It allows me to create spaces for pretty much anything I need to sort out in my work life and personal life. It doesn't quite replace everything as they suggest, but it certainly does a great job overall. I use it to track individual design projects and track time. I just keeps getting better each year I use it and look forward to future updates.

  ### 47. Fast, Customizable Workflows with Seamless Integrations and Responsive Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ines K. | Operations Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about ClickUp?**

ClickUp's platform is easy to navigate, but allows for ample customizations that align with our workflow. Rather than having to jump through hoops to develop comprehensive task lists, documents or combined resources, ClickUp allows us to natively create complete workflows that are interconnected between platforms. The ability to view files from external sources (like Google Drive) directly within ClickUp saves minutes each day, which equates to hours over the weeks. With all of the possible integrations, it would be easy to assume that ClickUp is a buggy or slow system...But that's not the case. The interface loads quickly and effectively, even on large-scale lists and folders. And if something DOES break, the ClickUp support team is proactive and responsive within hours, not days. We've connected with ClickUp support dozens of times over the last year for small bugs and concerns, and have never had to wait more than 48 hours for a resolution, with initial responses coming in within the first hour of the support request. Each tool within ClickUp, from its task management capabilities, to its AI integrations and connections to external sources, make ClickUp well worth the investment and ongoing subscription.

**What do you dislike about ClickUp?**

There is nothing I truly dislike about ClickUp, though the occasional need to reload pages when task descriptions get "frozen" during editing can be frustrating.

**What problems is ClickUp solving and how is that benefiting you?**

ClickUp allows us to have a centralized place to track tasks, workloads, project updates and communication. We consider ClickUp our "one source of truth," and our team uses it to manage every single item we work through on a daily basis. Rather than managing tasks across multiple documents, spreadsheets or apps, ClickUp allows us to keep everything in one place, and therefore makes it easy for our team to collaborate across projects and time zones.

  ### 48. ClickUp Keeps My Tasks, Priorities, and Deadlines Perfectly Organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Suraiya A. | Research Officer , Research, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about ClickUp?**

What I like and love most about ClickUp is that I can keep different, separate tasks, goals, deadlines with priorities like high, urgent, or normal all in one space. Since my Google Calendar is connected to my ClickUp, I also get notifications on my phone when I’m not on my laptop. Because of that calendar connection, I don’t miss any to-dos; it notifies me based on how I’ve organized everything in the app.<br><br>Right now I’m in a very crucial period of my life. I have about two immediate goals and one long-term goal, and I need to balance around two goals’ worth of tasks every day. I’m constantly checking what’s left to be done, so I sort my ClickUp, check it daily, and tick off what’s done. That’s honestly the most satisfying part of using ClickUp for me.<br><br>With ClickUp, I don’t have to rely on remembering everything or using typical sticky notes, and it’s much easier to pick up where I left off. Overall, the due-date visibility, the ability to set priorities for each task, and the status options make my planning way easier and more organized than I naturally am.<br><br>This is app like is high performing app with no hang, i mean this app never unsaved my already loaded work and honestly speaking its really very smooth to use , as long user of it, i am currently using the free version which is being free still and yet highly useful for organizing my tasks, to dos's, work and goals. At first, when i started using it, the platform felt a bit overwhelming because there is so many features, i feel like that i still have not explored all the possibilities in clickUp, but once i understood the basic structure it became real easier. AI summary that part i used, that is more than i needed and it is really helpful for me to give quick read , apart from that, i have not yet used every other AI feature of clickUp, i would rather not comment much on that. <br><br>Another thing to mention, to explore more options and high end features, i haven't yet thinking of buying packages since i am comfortable as it is now, and i sill prefer a free version. Overall, it support me in managing, organizing, and carrying out tasks effectively and efficiently.

**What do you dislike about ClickUp?**

When I first started using it, it felt a bit tough and somewhat overwhelming because there are so many features, options, and settings. Sometimes I just wanted to do a simple task, but I would see many different possibilities, and it took time to figure out which one I actually needed. Even now, I feel like I still haven’t explored everything in ClickUp. However, after continuing to use it and understanding its basic structure, it has become much, much easier. For me personally, the main downside was the learning curve at the beginning.

**What problems is ClickUp solving and how is that benefiting you?**

It helps me manage a lot of tasks by supporting multitasking, meeting deadlines with Google Calendar notifications, and keeping tasks tied to different important goals all in one place. I don’t have to rely on my phone’s notes or scattered sticky notes on the table and wall, and I don’t need to depend only on my memory. I can clearly see what’s completed, what’s pending, and what needs priority. Overall, it makes me more organized and more consistent.

  ### 49. All-in-one tool for staying organized

**Rating:** 3.5/5.0 stars

**Reviewed by:** Marina Albana C. | on the phone interpreter / freelancer, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 26, 2026

**What do you like best about ClickUp?**

What I like most about ClickUp is how it brings task management, communication, and project organization into one platform. I regularly use tasks, due dates, custom statuses, reminders, and different views to keep track of priorities and deadlines without having to switch between multiple tools. The interface is intuitive, and being able to customize workflows makes it easy to adapt ClickUp to different types of projects.

I also appreciate the integrations and automation options, which help reduce repetitive work and keep information synchronized. ClickUp's AI features are useful for summarizing information, drafting content, and speeding up routine tasks. Performance has generally been reliable, even when managing larger projects.

Another unexpected benefit is the improved visibility across projects: it's much easier to see what is pending, who is responsible for each task, and what needs attention. Overall, the combination of functionality, customization, and integrations provides good ROI because it reduces time spent on administrative work and keeps everything organized in one place.

**What do you dislike about ClickUp?**

One area I find challenging is that ClickUp can feel overwhelming at first, especially for new users. There are so many customization options, views, settings, and features that the learning curve can be steeper than expected. A simpler onboarding experience with more guided setup based on a team's specific workflow would make it easier to get started.

The UI can also become cluttered when working with large projects or highly customized spaces. Performance is generally good, but larger workspaces can sometimes feel slower when loading complex views or navigating between areas. Improving performance for large workspaces and simplifying the interface would make the experience smoother.

The number of integrations and AI features is a strength, but it can also make the platform feel complicated, particularly when deciding which features are actually necessary. More streamlined recommendations for integrations and AI tools would help users get value from them without spending too much time configuring everything.

Finally, while ClickUp offers a lot of functionality for the price, the pricing structure and availability of certain advanced features across plans can make it difficult to determine which plan provides the best ROI. Clearer comparisons and more transparent guidance on which features are included in each tier would help businesses make decisions more confidently.

**What problems is ClickUp solving and how is that benefiting you?**

Before using ClickUp, we struggled with keeping tasks, deadlines, notes, and project information organized across different tools. Now, we can manage everything in one place, which makes it easier to prioritize work, track progress, and collaborate. The customizable interface and integrations also reduce the need to switch between apps, saving us time each week. ClickUp’s automation and AI features help streamline repetitive tasks and make it easier to find information quickly, improving overall productivity without requiring additional tools.

  ### 50. All operations in one place, improving times and processes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andrea P. | Project Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**AI Translated:** This review has been translated from Spanish; Castilian using AI.

**Reviewed Date:** August 25, 2026

**Describe the project or task ClickUp helped with:**

Service tasks include managing project timelines, integrating with external platforms, and ensuring seamless communication within the team.

**What do you like best about ClickUp?**

Being able to concentrate the entire operation of the organization in one place. The fact that I can talk to my colleagues and from there create tasks or important documents makes everything easier and at hand, so as not to waste time searching on other platforms. Likewise, CU easily integrates with the external platforms we use like Google Workspace. The agents are very useful, although in my organization we have not exploited them in depth, I think due to limitations in the contracted package.

**What do you dislike about ClickUp?**

It may seem minor, but the fact that you cannot manually choose your status as offline means you cannot go unnoticed by the team when you might just want to check something outside of hours or on vacation (even if you shouldn't), but by not being able to be offline everyone finds out haha. Another aspect is that the status does not update in real-time. Until you interact with the person, you don't realize their current status, and then sometimes you send or ask for things and when you've already sent the message you realize they're on their lunch break, for example. Also, despite integrating with the Google calendar, the status does not automatically update with your calendar sessions, something that Slack does, for example, so you have to manually set all the time you are busy in a meeting and sometimes you can forget.

**Recommendations to others considering ClickUp:**

Recommendations for improvement include allowing users to manually set their status to offline, ensuring real-time status updates, and automatic synchronization with calendar sessions.

**What problems is ClickUp solving and how is that benefiting you?**

Previously, a manual board was used to review the status of projects. There was no mapping of how long the team took on their tasks and how much workload existed. Now with CU, all this has been resolved, decisions can be made based on data to improve the functioning of processes and team productivity.


## ClickUp Discussions
  - [What features of ClickUp make it a preferred choice for project management in agile teams?](https://www.g2.com/discussions/what-features-of-clickup-make-it-a-preferred-choice-for-project-management-in-agile-teams) - 6 comments, 7 upvotes
  - [What is ClickUp used for?](https://www.g2.com/discussions/what-is-clickup-used-for) - 10 comments, 5 upvotes
  - [Does Google use ClickUp?](https://www.g2.com/discussions/does-google-use-clickup) - 5 comments, 5 upvotes
  - [Who uses ClickUp?](https://www.g2.com/discussions/who-uses-clickup) - 14 comments, 4 upvotes
  - [Can you add a due today and due this week in box view for &quot;Me&quot;](https://www.g2.com/discussions/can-you-add-a-due-today-and-due-this-week-in-box-view-for-me) - 2 comments, 3 upvotes

- [View ClickUp pricing details and edition comparison](https://www.g2.com/products/clickup/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-08+11%3A25%3A06+-0500&secure%5Bsession_id%5D=e9401902-1a69-40e3-9838-8c6ef99620d0&secure%5Btoken%5D=23bd814e444e2ecb42d7eaf5b393bb3981b5480d5c1a164aeb1b3b3e95c49ea5&format=llm_user)

## ClickUp Features
**Additional Functionality**
- Data Import/Export
- Estimating
- Timer
- Multi-Currency
- Customizable Reports
- Alerts/Notifications
- Reporting/Analytics
- Real-Time Updates
- Projections
- Customizable Fields
- Approval Process Control
- Mobile App
- Generative AI
- Activity Dashboard
- Billing & Invoicing
- Budgeting/Forecasting
- Resource Allocation & Planning
- Access Controls/Permissions
- Real-Time Notifications
- AI Copilot
- Summary Reports
- Reporting & Statistics
- Real-Time Data
- Automatic Time Capture
- Overtime Calculation
- Clock In/Out
- Productivity Analysis
- Multi-Language
- Employee Scheduling
- Employee Database
- Billable & Non-Billable Hours
- Usage Tracking/Analytics

**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Additional Functionality**
- Code Generation
- Text to Image
- Generative AI
- API
- Natural Language Processing
- Virtual Characters and Avatars
- Content Generation
- Personalization and Recommendation
- Conditional Generation
- Transformer Model
- Automated Image & Video Editing
- Interactive and Co-Creative Systems
- Text Summarization
- Data Augmentation
- Variation Autoencoder Models
- Adversarial Training
- Transfer Learning and Fine-tuning
- Simulation and Scenario Generation
- Creative Design
- AI Copilot
- Prompt Engineering
- Foundation Model

**Third-Party Integrations**
- Third-Party Integrations

**Agenda Management**
- Agenda Management

**Speech Recognition**
- Speech Recognition

**Scheduling**
- Scheduling

**Video Conferencing**
- Video Conferencing

**Decision Support**
- Decision Support

**Accessibility Compliance (WCAG)**
- Accessibility Compliance (WCAG)

**Real-Time Language Translation**
- Real-Time Language Translation

**Autonomous Task Execution**
- Autonomous Task Execution

**Meeting Notes**
- Meeting Notes

**Action Management**
- Action Management

**Sentiment Analysis**
- Sentiment Analysis

**Call Transcription**
- Call Transcription

**Recording**
- Recording

**Transcript Search & Annotation**
- Transcript Search & Annotation

**Action Item Tracking**
- Action Item Tracking

**Communication**
- Status Updates
- Instant Messaging
- Activity Feed
- Notifications
- Comments and Voting
- Discussions
- User Directory
- Online Status of Coworkers

**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Mass Updates
- Drag & Drop
- Recurring Tasks
- Real-Time Updates

**Core Conversational Capabilities - AI Chatbots**
- Controlled LLM Response Generation
- Context Maintenance Within Sessions
- Natural Language Understanding & Intent Inference

**Portfolio Management**
- Portfolio Types
- Planning
- Alignment
- Portfolio Mix
- Resource Allocation & Planning

**Administration**
- Change Management
- Asset Management
- Reports & Analytics
- IT Asset Management
- Knowledge Management
- Project Management
- Service Level Agreement (SLA) Management
- Task Management
- Service Request Management
- Release Management
- Configuration Management
- Ticket Management
- Workflow Management
- Problem Management
- Incident Management
- Contract/License Management
- Support Ticket Management
- Knowledge Base Management
- Capacity Management
- Availability Management
- Inventory Management

**Business Instant Messaging**
- File Sharing
- Notifications
- Search
- Screen Sharing
- Alerts/Notifications

**Grammar**
- Grammar Check
- Tone Check
- Sentence Formatting
- Spell Check

**Design Tools**
- Drawing
- Marker Colors
- Mind Mapping
- Templates
- Drag-and-Drop
- Project Templates
- Customizable Templates

**Setup**
- Activities
- Flows
- Dependencies
- Notifications
- Calendar Management
- Business Process Automation

**Collaboration Tools**
- Collaborative Editing
- Task Management
- Notes and Comments
- Whiteboard
- Data Storage Management
- Action Management
- Meeting Management
- Assignment Management
- Workflow Management
- User Management
- Deadline Management
- Content Management

**Bug Reporting**
- User Reports & Feedback
- Tester Reports & Feedback
- Team Reports & Comments

**Task Tracking**
- Activity Feed
- Task Schedules
- Comments

**Knowledge Pages**
- Templates
- In-Content Feedback
- Versioning and Version History
- Content Editor
- WYSIWYG Editor
- Rich Text Editor
- Drag & Drop Editor
- Customizable Templates
- Surveys & Feedback
- Pre-built Templates

**Communication**
- 360 Degree Feedback
- Confidence Levels
- Messaging Integrations
- Onboarding

**Tasks**
- Tasks
- Details
- Priority

**Platform Basics**
- Drag & Drop Scheduling
- Project and Task Lists Organization
- Project Templates
- Budgeting and Cost Estimation
- Team Member Roles
- Automated Alerts and Notficiations
- To-Do List

**Login Options **
- Single Sign-On (SSO)
- Password Saver

**Collaboration**
- Integrated Communications
- Native Communications
- Board Overview
- Screen Sharing

**Task Creation**
- Creation & Assignment
- Due Dates
- Drag & Drop
- Mass Updates

**Compatibility**
- Federated Search
- File Types
- Global Language Support

**Automation**
- Workflows
- Customization
- Data repository

**Communication**
- Chat
- Discussions
- External
- Feedback
- Announcements

**Responses**
- Personalization
- Route To Human
- Natural Language Understanding (NLU)
- Multi-Language

**Calendar View**
- Multi-Calendar View
- Customizable Viewing

**Design**
- Graphics
- Templates
- Themes

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Data**
- Reliability
- Data Security

**Meeting Prep - AI Meeting Assistants**
- Agenda Management
- Virtual Meeting Hosting
- Automated Scheduling

**Annotation Tools - Markup Software**
- Text Annotations
- Video Annotations
- Text Editing
- Image Annotations

**Automation - AI Agents**
- Sales Follow-Up
- Customer Interaction Automation
- Lead Generation
- Document Processing
- Feedback Collection
- Natural Language Processing
- Simulation and Scenario Generation

**Customization - AI Agent Builders**
- Natural Language Configuration
- Tone Customization
- Security Guardrails
- API Security
- Data Security
- Authentication

**Agentic AI - Kanban Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Task Planning
- Project Planning

**Agentic AI - Enterprise Search Software**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Agentic AI - Event Planning**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Decision Making

**Agentic AI - Note-Taking Software**
- Autonomous Task Execution

**Agentic AI - Employee Intranet**
- Autonomous Task Execution
- Adaptive Learning
- Personalization

**Action Item Detection - AI Note-taking Software**
- Action Item extraction
- Summary Generation

**Additional Functionality**
- Collaboration Tools
- Activity/News Feed
- Employee Communities
- Activity Dashboard
- Task Management
- Employee Portal
- Reporting & Statistics
- Surveys & Feedback
- Multi-Language
- Engagement Tracking
- Third-Party Integrations
- Active Directory Integration
- Discussions/Forums
- Wiki
- Event Calendar
- Calendar Management
- Workflow Management
- Single Sign On
- File Management
- AI Copilot
- Customizable Branding
- Org Chart Creation
- Employee Database
- Employee Profiles
- Generative AI
- Alerts/Notifications
- Blogs
- Policy Management
- API
- Access Controls/Permissions
- Drag & Drop
- Content Library
- Knowledge Base Management
- Private Network
- Tagging
- Real-Time Notifications
- Customizable Templates
- Chat/Messaging
- Document Storage
- Mobile Access
- Employee Onboarding
- Search/Filter
- Content Management
- Commenting/Notes
- Customizable Forms
- Document Management

**Additional Functionality**
- @mentions
- Search/Filter
- Data Import/Export
- Alerts/Notifications
- Document Classification
- Task Management
- Meeting Notes
- Drag & Drop
- Wiki
- Reminders
- Access Controls/Permissions
- Calendar/Reminder System
- Document Storage
- Activity Dashboard
- Notes Management
- Calendar Sync
- Tagging
- Multi-Device Support
- Collaboration Tools
- Templates
- Dashboard
- File Sharing
- To-Do List
- Generative AI
- Commenting/Notes
- Content Scan
- Offline Access
- Annotations
- Full Text Search
- Task Tagging
- Handwriting Recognition
- Reporting/Analytics
- AI Copilot

**Content Management**
- File Sharing
- Document Collaboration
- Version Control
- Tagging
- Knowledge Base
- Surveys

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning
- Traditional Methodologies

**Communication**
- Wiki Documentation
- Community Forum
- Customer Ideation
- NPS of Customers

**Knowledge Base**
- Q & A
- Link Sharing
- Searchable

**Project Management**
- Dependencies
- Priorities
- Lean Management
- Deadline Management
- Calendar Management
- Change Management

**Service Desk**
- Help Desk
- Incident Reports
- Process Workflow
- Customizable Reports

**Business Instant Messaging **
- Audio Conferencing
- Video Conferencing
- Two-Way Audio & Video
- Conferencing

**Formatting**
- Plagiarism Check
- Style Editor
- Citation Finder
- Rich Text Editor

**Communication Tools**
- Voting
- Commenting

**Management**
- Updates
- Audit Trail
- Integration

**Visual Tools**
- Styles and Themes
- Image Import
- Custom Icons

**Bug Monitoring**
- Analytics
- Bug History
- Data Retention

**Checklist Options**
- Templates
- Native Forms
- Downloadable Manuals

**Knowledge Dissemination**
- Permissions
- Knowledge Sharing
- Notifications
- Advanced Search
- Browser Extension
- Organization
- Other Integrations
- Knowledge Integrations
- Full Text Search
- Web Notifications
- Alerts/Notifications
- Website Integration
- Social Media Integration
- Reporting/Analytics

**Goal Creation**
- Team OKR
- Individual OKR
- Mind Mapping
- Action Item Creation
- Collaboration Tools

**Kanban Boards**
- Kanban Cards
- Drag and Drop
- Visibility

**Content Planning**
- Content Organization
- Task Assignment
- Task Scheduling

**Productivity**
- Email Client
- Split Screen
- Activity Feed
- Virtual Assistant
- Analytics and Reporting

**Task Management**
- Task Prioritization
- To-Do Lists
- Dependencies
- Recurring Tasks
- Project Templates

**Search Queries**
- Typo Tolerance
- Faceted Search
- Synonyms
- Highlighting
- Natural Language
- Full Text Search

**Administration**
- Permissions
- Procedures
- Remote Work

**Content & Documents**
- File Sharing
- Notes
- Search
- Versioning

**Platform**
- Conversation Editor
- Integration
- Human-In-The-Loop
- Drag & Drop Editor
- Human-in-the-loop (HITL)

**Shared Calendar**
- Calendar Collaboration
- Multiple Calendar Management
- Event Calendar
- Availability Management
- Event Management
- Email Management
- Appointment Management
- Attendance Management
- Booking Management
- Timesheet Management
- Task Management
- Employee Management

**Collaboration**
- Multi-User Collaboration
- Real-Time Communication

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Interaction**
- Complex Query Handling
- Natural Conversation
- Understanding
- Feedback Management
- Customizability
- Multi-Channel Management
- Communication Management
- Workflow Management
- Email Management
- Knowledge Base Management

**Meeting Automation - AI Meeting Assistants**
- Automated Note-Taking
- Voice Recognition
- Action Item Tracking

**Collaboration - Markup Software**
- Real-Time Editing
- Permissions
- Commenting
- Tagging

**Autonomy -  AI Agents**
- Independent Decision Making
- Adaptive Responses
- Task Execution
- Problem Solving

**Functionality - AI Agent Builders**
- Omni-channel Support
- Agent Branding
- Proactive Response Capabilities
- Seamless Human Escalation
- Multimedia Support
- Multi-Modal Input Support

**Automatic Transcription - AI Note-taking Software**
- Speech-to-text Transcription

**AI powered search - Enterprise Search Software**
- Generative RAG (Retrieval augmented generation)
- Relevance Tuning
- NLP & Semantic search
- Fuzzy Search

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Reimbursement Management
- Task Progress Tracking

**Productivity Tools**
- Task Management
- Calendar
- Search
- Mobile
- Multi-Language Support
- Calendar Management
- Document Management
- Project Management
- Content Management
- Workflow Management
- Email Management
- Contact Management
- File Management
- Meeting Management

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Planning**
- Work Capacity
- Task Ranking
- Kanban Board
- Custom Workflows
- Release Forecasting
- Projections
- Prioritization

**Security**
- Verification
- Role-Based Permission
- Public vs Private

**Task & Flow Management - AI Chatbots**
- Scripted Dialogue & Decision Tree Support
- Fallback Responses for Unknown Queries

**Resource Management**
- Definition
- Allocation
- Optimization

**Business Instant Messaging**
- Mobile Application
- Web Application
- Third-Party Integrations
- Active Directory Integration

**Content **
- Content Ideas
- Content Generation
- Form Generation

**Integrations**
- CMS Integrations
- Sharing
- Third-Party Integrations

**Management**
- Reporting
- Administration Console
- Access Management
- Asset Management
- Policy Dictation
- Real-Time Reporting

**Mind Map Availability **
- File Formats
- Cloud Storage Integration
- Mobile Application
- Desktop Availability
- Third-Party Integrations

**Software Availability**
- Integrations
- Permissions
- Mobile Application
- Desktop Application

**Planning**
- Workflow
- Backlog
- Optimization
- Configurable Workflow

**Customization **
- Custom Workflows
- Multiple Workspaces
- Custom Application Integration

**Hardware**
- Required Hardware
- Bring Your Own Device

**Functionality**
- Personalization
- Search Analytics
- Integrations
- Visual Analytics
- Real-Time Analytics

**Project management**
- Task Prioritization
- Dependencies
- Planning
- Views
- Scheduling
- Critical Path
- Dashboards

**Controls**
- Custom Views
- Followers
- User Management
- Calendars
- Public Sharing

**Accessibility**
- Screen Reader Compatibility
- Keyboard Shortcuts

**File Types**
- Export
- Web Publishing

**Learning**
- User Interaction Learning
- Error Learning

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI

**Meeting Insights - AI Meeting Assistants**
- Sentiment Analysis
- Personalization
- Smart Summaries

**Security - Markup Software**
- Password Protection
- Version Control

**Data and Analytics - AI Agent Builders**
- Analytics & Reporting
- Contextual Awareness
- Data Privacy Compliance

**Agentic AI - Bug Tracking**
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Assignment Management
- Prioritization

**Agentic AI - Knowledge Base**
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Multi-Language

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Objectives and Key Results (OKR)**
- Natural Language Interaction
- Proactive Assistance

**Collaboration & Sharing - AI Note-taking Software**
- Team-based Access

**Compatibility - Enterprise Search Software**
- File Types
- Federated Search
- Global Language Support

**Additional Functionality**
- API
- Audit Trail
- Drag & Drop
- Projections
- Charting
- Ticket Management
- Monitoring
- Status Tracking
- Progress Tracking
- Workflow Management
- Project Time Tracking
- Issue Tracking
- Configurable Workflow
- Collaboration Tools
- Agile Methodologies
- Customizable Fields
- Backlog Management
- Real-Time Updates
- Single Sign On
- Generative AI
- Task Scheduling
- Activity Tracking
- Activity Dashboard
- Task Management
- Project Management
- Project Planning
- Feedback Management
- Code Repository Integration
- Reporting & Statistics
- Email Management
- Knowledge Base Management
- Multiple Projects
- Tagging
- AI Copilot
- File Management
- Issue Management
- Task Planning
- Data Visualization
- Bug/Issue Capture
- Bug Tracking
- Alerts/Notifications
- Commenting/Notes
- @mentions
- Third-Party Integrations
- Customizable Templates
- Task Progress Tracking
- Real-Time Notifications
- Access Controls/Permissions

**Additional Functionality**
- Collaboration Tools
- Gantt/Timeline View
- AI Copilot
- Task Tagging
- Spreadsheet View
- Task Scheduling
- Search/Filter
- Email-to-Task Conversion
- Project Tracking
- Time Tracking
- Sub-Task Management
- Task Progress Tracking
- Third-Party Integrations
- Calendar Management
- Mobile Access
- Task Editing
- Reporting/Analytics
- Deadline Management
- API
- Dependency Tracking
- Document Management
- Assignment Management
- Project Planning
- Task Board View
- Workflow Management
- Activity Tracking
- Commenting/Notes
- Resource Management
- Task Import
- Dashboard
- Access Controls/Permissions
- Real-Time Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- API
- Customizable Branding
- SEO Management
- Real-Time Reporting
- Generative AI
- Self Service Portal
- Widgets
- Mobile Interface
- Catalog Management
- Online Forums
- Email Alerts
- Collaboration Tools
- Mobile Alerts
- Dashboard
- Feedback Management
- Document Storage
- User Management
- Live Chat
- Chatbot
- Knowledge Management
- Wiki
- Text Editing
- SSL Security
- Customizable Reports
- Customizable Fields
- Data Import/Export
- Single Sign On
- Content Management
- Workflow Management
- Knowledge Base Management
- Activity Tracking
- Discussions/Forums
- Activity Dashboard
- Calendar Management
- Communication Management
- Document Management

**Additional Functionality**
- Task Scheduling
- Reporting & Statistics
- Multiple Projects
- Gantt/Timeline View
- Document Storage
- Collaboration Tools
- Activity Tracking
- Assignment Management
- Progress Tracking
- Activity Dashboard
- Single Sign On
- Commenting/Notes
- Email Management
- Search/Filter
- Real-Time Notifications
- Prioritization
- Access Controls/Permissions
- Multi-board
- Task Progress Tracking
- File Management
- Milestone Tracking
- Planning Tools
- Time Tracking
- KPI Monitoring
- AI Copilot
- Generative AI
- Calendar Management
- Projections
- To-Do List
- Roadmapping
- Project Time Tracking
- Workflow Management
- Project Tracking
- Charting
- Project Management
- Project Templates
- @mentions
- Task Management
- API
- Visual Workflow Management
- Tagging
- Dependency Tracking
- Customizable Fields
- Supports Scrum
- Deadline Management
- Real-Time Updates

**Additional Functionality**
- Agent Collaboration
- Data Governance
- Prompt Engineering
- Feedback Management
- For No-Code Development
- Version Control
- Role-Based Permissions
- Dynamic Modeling
- API
- Memory Management
- Monitoring
- Scalability
- Cost Management
- Scheduling
- Natural Language Interface
- Access Controls/Permissions
- Multiple LLM Models
- Integration Management
- Customizable Frameworks
- Pre-built Templates
- Analytics
- Intent Recognition
- Contextual Guidance
- Rules-Based Workflow
- Attended Automation
- Drag & Drop
- For Sales/Marketing
- Generative AI
- Business Process Automation
- AI Copilot
- Third-Party Integrations
- Multi-Channel Communication
- Sentiment Analysis
- Deep Learning
- Code-free Development
- Compliance Management
- Automated Responses
- Knowledge Management
- Transfers/Routing
- Personalization
- Activity Dashboard
- Customer Experience Management
- Virtual Personal Assistant (VPA)
- Chatbot
- Speech Recognition
- Reporting/Analytics
- Task Management
- Customer Engagement
- AI/Machine Learning
- Configurable Workflow
- Unattended Automation
- Conversation Intelligence
- Workflow Automation
- Proactive Error Detection

**Additional Functionality**
- Negative Feedback Management
- Communication Management
- Reminders
- Real-Time Reporting
- Reporting & Statistics
- Employee Profiles
- Performance Management
- Feedback Management
- Task Progress Tracking
- Alerts/Notifications
- Prioritization
- Activity Tracking
- Customizable Reports
- Drag & Drop
- Progress Tracking
- Project Planning
- Data Visualization
- Search/Filter
- API
- Goal Setting/Tracking
- Task Management
- Real-Time Updates
- Performance Metrics
- Progress Reports
- Single Sign On
- Goal Management
- Project Management
- Customizable Dashboard
- Real-Time Data
- AI Copilot
- Strategic Planning
- Generative AI
- Workflow Management
- Configurable Workflow
- Document Storage
- Template Management
- Commenting/Notes
- KPI Monitoring
- Employee Management
- Customizable Templates

**Additional Functionality**
- Sentiment Analysis
- Data Import/Export
- Behavior Tracking
- Data Storage Management
- Single Sign On
- AI Copilot
- API
- Multiple Data Sources
- Activity Dashboard
- Forecasting
- Metadata Management
- File Management
- Text Analysis
- Drag & Drop
- Compliance Management
- Tagging
- Indexing
- Autocomplete
- For eCommerce
- Customer Database
- Catalog Management
- Query Suggestions
- Document Management
- Access Controls/Permissions
- Content Management
- Generative AI
- Task Management
- Reporting & Statistics
- Search/Filter
- Data Capture and Transfer
- Data Visualization
- Alerts/Notifications
- For Enterprises
- User Management

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Administration**
- Moderation
- User, Role, and Access Management
- Performance and Reliability

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Activity Dashboard
- Activity Dashboard

**Workflow Management**
- Time Tracking
- Progress Monitoring
- Budgeting
- Team Scorecard
- Progress Tracking
- Status Tracking
- Activity Tracking
- Milestone Tracking
- Task Progress Tracking
- Project Tracking

**Content**
- Trackable Analytics
- Import
- File Viewing
- Update Notifications

**Data & Analytics**
- Data Consolidation
- Visualizations
- Performance
- Risk Analysis

**Product Type**
- Standalone Application
- Plugin

**Software Offering**
- In-Browser
- Desktop App

**Functionality**
- Ticketing System
- Performance Logging
- Alerting
- Automation

**Deployment & Embedding - AI Chatbots**
- API Access for Business System Integration
- Web Widget & SDK Embedding

** Security**
- Permissions
- Single Sign-On (SSO)

**Workload**
- Resource Allocation
- Workspace
- Configuration
- Insights

**Project Management**
- Task Management
- Planning
- Visibility
- Integration

**Marketing Campaign Performance**
- Performance and ROI Tracking
- Activity Tracking
- Project Tracking
- Progress Tracking
- Goal Setting/Tracking
- Status Tracking
- Project Time Tracking
- Task Progress Tracking

**Integration**
- Sync Multiple Calendars
- Import Events
- Software Integrations
- Third-Party Integrations
- Website Integration

**Edit & Revise**
- Revision History
- Document Editor

**Content Generation**
- Creativity
- Content Accuracy

**Accessibility - AI Meeting Assistants**
- Language Translation
- Real-Time Transcription
- Accessibility Guidelines Compliance

**Generative AI - Business Instant Messaging**
- Text Summarization

**Integration - AI Agent Builders**
- Workflow Automation
- API Usage
- Platform Interoperability
- CRM Data Integration
- Third-Party Integrations

**Agentic AI - Workflow Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Mind Mapping**
- Autonomous Task Execution
- Decision Making

**Agentic AI - Unified Workspaces**
- Autonomous Task Execution
- Adaptive Learning

**Language & Accent Support - AI Note-taking Software**
- Multi-Language and Accent Support

**Functionality - Enterprise Search Software**
- Personalization
- Search Analytics
- Integrations

**Additional Functionality**
- Task Management
- Collaboration Tools
- Real-Time Updates
- Access Controls/Permissions
- Task Planning
- Product Lifecycle Management
- Communication Management
- Data Import/Export
- Activity Dashboard
- Real-Time Notifications
- API
- Resource Management
- Planning Tools
- Drag & Drop
- Commenting/Notes
- Customizable Fields
- Calendar Management
- Third-Party Integrations
- Workflow Management
- Task Scheduling
- Requirements Management
- Project Management
- @mentions
- Multiple Projects
- Reporting & Statistics
- Project Planning
- Single Sign On
- Document Storage
- Release Planning
- Customer Journey Mapping
- AI Copilot
- Gantt/Timeline View
- Reporting/Analytics
- Email Management
- To-Do List
- Surveys & Feedback
- Deadline Management
- Generative AI
- Product Roadmapping
- Idea Management
- Real-Time Data
- Agile Methodologies
- Timeline Management
- File Management
- Data Security
- Project Templates
- Feedback Management
- Tagging
- Template Management
- Guest Access
- Visualization

**Additional Functionality**
- API
- @mentions
- Commenting/Notes
- Reminders
- Customizable Branding
- Collaboration Tools
- Surveys & Feedback
- Progress Tracking
- Single Sign On
- Discussions/Forums
- Activity Dashboard
- AI Copilot
- Data Import/Export
- Third-Party Integrations
- Reporting & Statistics
- Audio Calls
- Search/Filter
- Calendar Sync
- Drag & Drop
- Generative AI

**Additional Functionality**
- Diagramming
- Multiple Projects
- Generative AI
- Strategic Planning
- Data Visualization
- Activity Tracking
- Flowchart
- Data Import/Export
- Drag & Drop
- Planning Tools
- Presentation Tools
- Tagging
- Graphical Data Presentation
- Ideation
- Mind Maps
- Real-Time Notifications
- Crowdsourcing
- Idea Ranking
- Real-Time Updates
- Collaboration Tools
- Single Sign On
- Templates
- Role-Based Permissions
- Brainstorming
- Access Controls/Permissions
- Project Planning
- API
- Org Chart Creation
- Version Control
- AI Copilot
- Organizational Charting
- Chat/Messaging

**Additional Functionality**
- Version Control
- Scalability
- Personalization
- Data Extraction
- Webhooks
- API
- Natural Language Processing
- Fallback Handling
- Drag & Drop
- Multiple LLM Models
- Built-in AI Assistant
- Automated Testing
- Data Governance
- Collaboration Tools
- Pre-built Templates
- Agent Design Tools
- Deep Learning
- Model Training
- Analytics
- Single Sign On
- Debugging
- Deployment Management
- Proactive Error Detection

**Additional Functionality**
- Drag & Drop
- Template Management
- Approval Process Control
- Customizable Dashboard
- Rules-Based Workflow
- Document Management
- Monitoring
- Progress Tracking
- Workflow Configuration
- Collaboration Tools
- Commenting/Notes
- Task Management
- Forms Management
- No-Code
- Data Import/Export
- Email Management
- Customizable Reports
- Access Controls/Permissions
- Graphical Workflow Editor
- Real-Time Data
- API
- Search/Filter
- AI Copilot
- Mobile Access
- Customizable Fields
- Activity Tracking
- Compliance Tracking
- Role-Based Permissions
- Reporting/Analytics
- Project Workflow
- Activity Dashboard

**Additional Functionality**
- Activity Dashboard
- Remote Access/Control
- Commenting/Notes
- Customizable Templates
- Time Zone Tracking
- Reporting & Statistics
- Projections
- Prioritization
- Softphone
- Employee Activity Monitoring
- File Transfer
- Email Management
- SSL Security
- Calendar Management
- Document Management
- Alerts/Notifications
- Meeting Management
- Generative AI
- Workflow Management
- Data Import/Export
- Tagging
- Real-Time Data
- API
- Project Time Tracking
- AI Copilot
- Single Sign On
- Remote Support
- Collaboration Tools
- Live Chat
- Two-Way Audio & Video
- Electronic Signature
- Video Chat
- Assignment Management
- Drag & Drop
- Communication Management
- Customizable Branding
- Access Controls/Permissions
- Task Management
- @mentions
- Progress Tracking
- Video Conferencing

**Communication**
- Social Features
- Tagging 
- Upload 
- Comments

**Admin & Configuration - AI Chatbots**
- No-Code Conversation Design

**Communication & Collaboration**
- Communication Channels
- Document Management
- Collaboration

**Remote Collaboration**
- Alignment
- Accountability
- Connectivity
- Offline Mode

**Notifications**
- Customized Calendar Notifications
- Location-Based Alerts
- Alerts/Notifications
- Mobile Alerts

**Integrate & Embed**
- Calendar
- Website
- Applications

**System**
- API Flexibility
- Update Frequency and Utility
- Cross-Platform Compatibility	
- Software Integration
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Strategy - Project and Portfolio Management**
- Simulation
- Tracking
- Planning
- Objectives
- Visiblity
- Alignment
- Risk Management
- Implementation
- Optimization
- Prioritization
- Timesheet Management
- Workflow Management
- Resource Management
- Task Management
- Requirements Management
- Assignment Management
- Document Management
- Project Time Tracking
- Status Tracking
- Progress Tracking
- Time & Expense Tracking
- Project Tracking
- ROI Tracking
- Activity Tracking
- Portfolio Management

**AI - Business Instant Messaging**
- AI Powered Search
- Smart Notifications
- AI Powered Language Translation
- Content Generation
- Generative AI

**Agentic AI - IT Service Management (ITSM) Tools**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Resource Allocation & Planning
- Multi-Language

**Agentic AI - Marketing Calendar**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Proactive Assistance
- Task Planning
- Project Planning
- Media Planning
- Campaign Planning

**Agentic AI - Collaborative Whiteboard**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning

**Agentic AI - Visual Collaboration Platforms**
- Autonomous Task Execution
- Natural Language Interaction

**Agentic AI - AI Meeting Assistants**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Decision Making

**Multi-Platform Integration - AI Note-taking Software**
- Integrations

**Search Queries - Enterprise Search Software**
- Highlighting
- Faceted Search
- Typo Tolerance
- Synonyms

**Additional Functionality**
- Prioritization
- Service History
- Client Portal
- Customizable Forms
- AI Copilot
- API
- Service Catalog
- Real-Time Notifications
- SSL Security
- Activity Dashboard
- Real-Time Monitoring
- Generative AI
- Surveys & Feedback
- Drag & Drop
- Self Service Portal
- Alerts/Notifications
- Automated Responses
- Customizable Branding
- Customizable Templates
- Support Ticket Tracking
- Automated Routing
- Macros/Templated Responses
- Collaboration Tools
- Multi-Channel Communication
- Reporting & Statistics
- Customizable Fields
- Activity Tracking
- Search
- Alerts/Escalation
- Access Controls/Permissions
- Dashboard Creation
- Remote Access & Monitoring
- Asset Tracking
- Chat/Messaging
- Approval Process Control
- Audit Trail

**Additional Functionality**
- Collaboration Tools
- Budgeting/Forecasting
- Kanban Board
- Projections
- Demand Forecasting
- Multiple Projects
- Third-Party Integrations
- Customizable Fields
- Customizable Reports
- AI Copilot
- Reporting/Analytics
- API
- Project Templates
- Commenting/Notes
- Dashboard
- Gantt/Timeline View
- Agile Methodologies
- Planning Tools
- Real-Time Updates
- Project Workflow
- Task Scheduling
- Generative AI
- Drag & Drop

**Additional Functionality**
- Tagging
- Visual Workflow Management
- Task Planning
- Activity Dashboard
- Task Management
- Idea Management
- Chat/Messaging
- Real-Time Notifications
- Document Management
- Project Workflow
- Template Management
- Single Sign On
- Whiteboard
- Categorization/Grouping
- Projections
- Meeting Management
- Mind Maps
- Video Conferencing
- Project Management
- Diagramming
- Collaboration Tools
- Sketching and Annotation Tools
- Brainstorming
- Workflow Management
- Screen Recording
- Project Planning
- Ideation
- Digital Canvas
- Real-Time Updates
- API
- Commenting/Notes
- Generative AI
- Task Scheduling
- Planning Tools
- Multi-Department/Project
- Access Controls/Permissions
- Data Import/Export
- Version Control
- Presentation Tools
- Document Storage
- AI Copilot
- File Transfer
- Presentation Streaming
- Task Progress Tracking
- Reporting/Analytics
- Image Library
- Content Management

**Additional Functionality**
- Revision History
- Assisted Content Creation
- Collaboration Tools
- Templates
- Search
- Tone Selection
- Multi-Language
- Tagging
- Autocomplete
- Document Export
- Dictionary/Thesaurus
- Snippets
- AI Copilot
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Customizable Templates
- Customizable Rules
- API
- Autocorrect
- Natural Language Processing
- Language Detection
- Keyword Research Tools
- Plagiarism Detection
- Text Editing
- Auto-Save
- Brand Guidelines

**Additional Functionality**
- Collaboration Tools
- SSL Security
- Reporting & Statistics
- Customizable Reports
- Customizable Fields
- Customizable Branding
- Data Import/Export
- Single Sign On
- Content Management
- Content Library
- Workflow Management
- Text Editing
- Widgets
- Generative AI
- Knowledge Base Management
- Activity Tracking
- Discussions/Forums
- API
- Live Chat
- Activity Dashboard
- AI Copilot
- Calendar Management
- Drag & Drop
- Self Service Portal
- Communication Management
- Commenting/Notes
- Catalog Management
- Document Management

**Additional Functionality**
- API
- @mentions
- Commenting/Notes
- Reminders
- Customizable Branding
- Collaboration Tools
- Surveys & Feedback
- Progress Tracking
- Single Sign On
- Discussions/Forums
- Activity Dashboard
- AI Copilot
- Data Import/Export
- Third-Party Integrations
- Reporting & Statistics
- Audio Calls
- Search/Filter
- Calendar Sync
- Drag & Drop
- Generative AI

**Cost Management**
- Project Budgeting
- Time & Expense
- Profitability

**Operating System**
- PC Operating System
- Mac Operating System
- Linux Operating System

**Generative AI**
- AI Text-to-Image
- AI Text-to-Speech
- AI Image-to-Text
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Business Instant Messaging**
- Cross-system Integration
- Natural Language Interaction
- Multi-Language

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

**Agentic AI - AI Chatbots**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Privacy & Security Controls - AI Note-taking Software**
- Access Control

**Meeting Capture & Retention - AI Meeting Assistants**
- Bot Presence
- Meeting Moments Management
- Audio or Video Recording

**Additional Functionality**
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Additional Functionality**
- Group Messaging
- Bulk Send
- Meeting Management
- Mobile Access
- Rich Text Editor
- Role-Based Permissions
- Discussions/Forums
- Transcripts/Chat History
- Contact Management
- User Management
- Message Recall
- Canned Responses
- Document Storage
- Collaboration Tools
- Activity Dashboard
- Reporting & Statistics
- Multi-Channel Communication
- Workflow Configuration
- Single Sign On
- Access Controls/Permissions
- Task Management
- Reminders
- Read Receipts
- @mentions
- API
- AI Copilot
- Real-Time Chat
- SSL Security
- Data Import/Export
- Email Management
- Search/Filter
- Secure Data Storage
- Activity Tracking
- Broadcast Messaging
- Customizable Branding
- Drag & Drop
- Commenting/Notes
- Employee Database
- One-to-One Messaging
- Event Calendar
- Tagging
- Customizable Templates
- Real-Time Updates
- Employee Photos
- Mobile Alerts
- Engagement Tracking
- Blogs

**Mobile Time Tracking**
- Project Time Tracking
- Expense Tracking
- Progress Tracking
- Activity Tracking
- Time Tracking by Client
- Project Tracking
- Billable Items Tracking
- Attendance Tracking
- Vacation/Leave Tracking
- Project Time Tracking
- Leave Tracking
- Budget Tracking
- Online Time Tracking
- Offline Time Tracking
- Location Tracking

**Integration**
- Front Office
- Back Office
- External data

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Project Collaboration**
- Multi-step Planning
- Cross-system Integration

**Agentic AI - Calendar**
- Cross-system Integration
- Calendar/Reminder System

**Searchable Note Archives - AI Note-taking Software**
- Semantic Search

**Additional Functionality**
- Address Book
- Class Scheduling
- Customizable Templates
- Email Reminders
- Scheduling
- Customizable Reports
- Real-Time Reporting
- Access Controls/Permissions
- SMS Messaging
- Automated Scheduling
- Task Scheduling
- Facility Scheduling
- Reminders
- Attendance Tracking
- Customer Database
- Collaboration Tools
- Customizable Branding
- AI Copilot
- Room Booking
- Real-Time Data
- Electronic Payments
- Customizable Forms
- Calendar Sync
- API
- Customizable Fields
- Drag & Drop
- Color Codes/Icons
- Event Scheduling
- Real-Time Updates
- Activity Tracking
- Reporting & Statistics
- Activity Dashboard

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Document Creation**
- Proactive Assistance

**Speaker Identification - AI Note-taking Software**
- Speaker Recognition

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

**Agentic AI - Work Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction

**Other Features**
- Integrations
- Reporting

**Additional Functionality**
- File Management
- Activity Dashboard
- Real-Time Updates
- Deadline Management
- Project Workflow
- Prioritization
- Configurable Workflow
- AI Copilot
- Reporting & Statistics
- Email Management
- Reminders
- Workflow Management
- Drag & Drop
- Roadmapping
- Project Management
- Customizable Reports
- Campaign Management
- Predictive Analytics
- Marketing Calendar
- Planning Tools
- Spend Management
- Role-Based Permissions
- Calendar Management
- API
- Generative AI
- Commenting/Notes
- Presentation Tools
- Collaboration Tools
- Gantt/Timeline View
- Projections
- Budgeting/Forecasting
- Task Management
- Assignment Management
- Access Controls/Permissions
- Tagging

**Monitoring & Improvement - AI Chatbots**
- Feedback-Driven Response Optimization

**Reliability & Safety - AI Chatbots**
- Guardrails & Content Controls

**Additional Functionality**
- Autoresponders
- Configurable Workflow
- Natural Language Processing
- Customizable Branding
- Sentiment Analysis
- Real-Time Analytics
- Pre-Configured Bot
- Activity Dashboard
- Live Chat
- Real-Time Monitoring
- Code-free Development
- Reporting & Statistics
- Speech Recognition
- Drag & Drop
- Reporting/Analytics
- Generative AI
- Customer Service Analytics
- Chatbot
- Intent Recognition
- Lead Capture
- Multi-Channel Communication
- Search/Filter
- Visual Analytics
- AI Copilot
- Chat/Messaging
- CRM
- Chat Transcript
- Performance Metrics
- Contextual Guidance
- Natural Language Search
- Monitoring
- Speech Synthesis
- Real-Time Notifications
- Customer Database
- API
- For Developers
- Customer Segmentation
- Alerts/Escalation
- Engagement Tracking

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