Custom fields and templates are what make it work for us. We use ClickUp mostly around compliance cycles, so when SOC 2 evidence collection comes up I can spin up a list from a template with every control, the owner, and the evidence type already mapped out. Setting that up from scratch each cycle would take a full day. Now it's a few clicks and we're tracking.

The multiple view options help more than I expected. When I'm working through evidence requests I stay in List view, but when the auditor or leadership wants a status update I flip the same data into a Gantt or Board view and it's ready. Nothing has to be rebuilt.

Docs turned out to be the piece I use most between cycles. We keep our policies and procedures there and link them straight to the relevant control tasks, so when someone needs to produce evidence for a specific control the procedure is right there instead of buried in a separate wiki.

The Slack integration is useful for a tool we don't open every day. Control owners get a reminder when something is assigned to them without needing to log in and go looking. Review collected by and hosted on G2.com.

The interface changes more than I'd like, and that's worse when you're not in it every day. I use ClickUp in bursts around audit cycles, so I'll go a few weeks without opening it and come back to find a menu moved or a setting somewhere new. Release notes exist but they don't always make it obvious what shifted in the UI, so I lose time re-orienting at the start of every cycle.

There's also too much of it for what most people need. ClickUp lets you configure almost anything, which I appreciate as the admin, but it's a problem when I'm bringing in a control owner from finance or ops who just needs to upload evidence and mark a task done. They open it and see eight view types, a sidebar four levels deep, and a dozen icons that don't apply to them. I ended up building stripped-down views for other departments because handing them the full workspace didn't work.

Performance drops off as lists get bigger. Our compliance workspace has a few years of past cycles in it and load times are noticeably slower than when we started. Archiving helps but it's something I have to remember to do.

Support has been inconsistent. Straightforward questions get answered fine, but anything involving a bug or an unusual permission setup takes several rounds before it reaches someone who can actually resolve it. Review collected by and hosted on G2.com.

I like the different ways that I can plan and organise my goals. Personally I like starting off with the mind map view to brainstorm what it is that I want to achieve, and what I would need to do to make it happen, and then moving to the timeline view to actually plan everything out. I like that I can link the completion of one activity to the start of the next activity, it makes it really easy to keep all my planning up to date and aligned with my actual actions Review collected by and hosted on G2.com.

Sometimes I want to be able to simply stretch the amount of time given to a parent activity, and I'm not so keen on the automatic updating the child activity durations. Also, if I'm moving around child activities, it modified the parent activities. It leads to having to working in a very specific way to make sure everything is aligned, and it's not quite as intuitive as I'd like.

I also wish that I could zoom in more easily to the timeline view, as it can be easy to make mistakes when trying to enter a duration of an activity by stretching or shrinking the activity Review collected by and hosted on G2.com.

I love that ClickUp integrates with multiple apps and websites, and that its AI software helps cut down a significant amount of time when I’m writing emails by refining them for me. It has also boosted my performance at work by letting me spend more time on more important tasks. Its UI/UX makes the platform very easy to navigate, and whenever I need help finding my way around, customer service is always available. Lastly, what makes it even more helpful is that all of these great features come at a very reasonable price. Review collected by and hosted on G2.com.

Some downsides of using ClickUp are that its AI software sometimes makes mistakes in my emails, so I have to go back and correct them, which reduces my productivity. Also, the website slows down my MacBook’s performance, and it still hasn’t integrated with all the tools I use at work, such as Google Assistant. Review collected by and hosted on G2.com.

My favorite feature is the direct link into my email that allows me to easily turn an email into a task. As well as being able to see in my inbox if an email has a task already assigned to it. That is extremely helpful to ensure my emails get taken care of in a timely fashion and that I am not missing something. Review collected by and hosted on G2.com.

Admittedly, my type of work doesn't allow me to utilize all of the awesome features that ClickUp provides. I am mostly using it as a to-do list and I think because of this, all of my needs are met and I don't find myself thinking negatively of the platform nor am I wishing that a specific feature existed. Review collected by and hosted on G2.com.

What I like best about ClickUp is the wide variety of features it offers in one platform. It combines task management, project planning, documentation, automations, dashboards, and team collaboration, so we don't have to rely on multiple tools. Review collected by and hosted on G2.com.

One thing I dislike about ClickUp is that ClickUp Brain requires an additional subscription. AI features are becoming an important part of modern productivity tools, so it would be great if some of the core AI functionality were included in the standard plans instead of being an extra paid add-on. Having to pay separately makes it harder for smaller teams to take full advantage of the platform's capabilities. Review collected by and hosted on G2.com.

ClickUp has completely changed the way I manage my business. As someone balancing a full-time career while growing multiple service brands, I needed one place to organize my tasks, projects, content calendar, SOPs, CRM, and business documentation. ClickUp has allowed me to build systems that keep everything organized and easy to manage.

There is definitely a learning curve, but that's because the platform is incredibly customizable. Once I stopped trying to use every feature and focused on building workflows that fit my business, everything started to click. I now use recurring tasks, dashboards, custom fields, and automations to keep my business running efficiently. The flexibility to grow and adapt my workspace as my business evolves has been one of its biggest strengths.

I highly recommend ClickUp to anyone looking for more than just a task manager. It's become the operational hub of my business and has helped me stay organized, consistent, and focused. Review collected by and hosted on G2.com.

My biggest challenge was the learning curve. ClickUp is extremely powerful, but most tutorials are geared toward teams and larger organizations. As a solo business owner, I often had to translate those examples into workflows that fit a one-person operation.

I'd love to see more onboarding content and templates designed specifically for solopreneurs and small businesses. I think it would help new users get up and running much faster. Review collected by and hosted on G2.com.

I like the customizability of fields and data points. In the games industry and as a community nonprofit, we work with all types of projects, initiatives, and people. I cannot get stuck with basic templates - I need to be able to craft custom fields, custom views, custom filters, and assign work and automations to streamline processes. ClickUp has been the winning product despite trying many platforms like Monday, SmartSuite, Jira, Asana, and more. Review collected by and hosted on G2.com.

I dislike the speed of ClickUp. The speed has always been a problem since 1.0, and in 2.0 it was almost unusable for my use case. It's been better now but there are still lag spikes and issues. I really wish this was improved. Speed and stability are the MOST important factors of a platform. Review collected by and hosted on G2.com.

The Docs feature has been the standout for me. I put together a set of recurring team rituals—a daily check-in doc plus weekly kick-off and wrap-up docs—that needed to scale indefinitely over time, and ClickUp Docs has handled that without the size or item-count limits I kept hitting in other tools. :) I originally tried doing this in Slack Canvas, which caps out at 100 items per channel, and ClickUp doesn’t seem to have that same ceiling.

The nested subpage structure, paired with the sticky Table of Contents, has been especially helpful. Rather than scrolling through months of daily entries, I simply add a Header for each new day and the TOC automatically generates a clickable index, with essentially zero manual upkeep. Collapsible headings (at any heading level, not just dedicated toggle blocks) have also given me the flexibility to keep sections tidy while still making the important parts visually prominent.

Page Templates have saved me real time on repetitive setup. I created one template per ritual—structured with sections, checklists, and tables—and now I can apply it in seconds instead of rebuilding the layout from scratch every time.

Note: so far my experience is limited to the Docs feature, so I can’t speak to Integrations, Performance, Pricing/ROI, Support/Onboarding, or AI/Intelligence. Review collected by and hosted on G2.com.

The biggest pain point by far is what happens when a Folder is deleted: its contents (Docs, pages) don’t get their own entries in the Trash, and restoring the folder only brings back an empty shell. I lost several fully built Docs this way with no way to recover them, even though I checked the Trash within minutes. This feels like a genuine data-loss risk, not just an inconvenience. A good fix would be for deleted folder contents to show up as individually restorable Trash items, the same way individual pages already do when they’re deleted directly.

Beyond that, there are a few smaller but consistent friction points with Docs formatting and structure:

1 Tables can’t be nested inside toggle lists, which forced me to leave several sections permanently expanded when I wanted them collapsible.

2 Toggle list titles also can’t be resized or bolded the way headings can, so if I want a section to be both collapsible and visually prominent, I have to use a Heading instead—which comes with a side effect (see below).

3 There’s also only one divider style available (a fixed solid line with fixed thickness and color), with no variants for visually distinguishing different kinds of section breaks.

4 The automatic Table of Contents pulls in every heading level, with no way to filter by level. I wanted an index of only top-level entries (dates), but any subheading I use to organize content underneath also gets pulled into the TOC and clutters it.

5 Page Templates only work cleanly on blank pages as well—applying one to a page that already has content creates a separate subpage instead of inserting into the existing page, which limits how useful templates are for a single, continuously growing doc.

6 Finally, a Doc seems to support only one location type at a time: either pinned in the Sidebar or attached as a Folder/Space location (which is what populates the Overview widget’s Docs card), but not both at once. I had to choose one and give up the other. Review collected by and hosted on G2.com.

In the beginning, I was quite concerned about learning about this massive Project Management tool, but the training we received from multiple gurus was phenomenal!

What's super helpful about ClickUp is that everything is in one place! All documents that I needed to complete before, across multiple applications and platforms to get a project started, are now integrated into a single program.

As a PM, ClickUp as a management tool makes my life so much smoother in terms of catching up on where each project is at every step of the way. The automations from status to status and board to board are a game changer, not to mention BRAIN (their AI tool) provides high level statuses of my projects, which saves me hours each week.

We've integrated multiple other programs into ClickUp as well and the usability and performance of ClickUp haven't suffered in the least. Gigs, probably terabytes of data have seamlessly fit into this PM program.

That in itself, I believe, makes ClickUp well worth the money. I would 100% recommend this tool to my colleagues in the field. Review collected by and hosted on G2.com.

The only downside about ClickUp is that if I want to use BRAIN, every single user that is loaded as a user in our company, needs to pay for the use. We cannot pick and choose. I would suggest that we could be allowed to choose how many members get to use the tool Review collected by and hosted on G2.com.

I like the clean view, especially for crowded minds like mine as a Client Success Manager, being able to have a clean look and then set it up at my linking is the best :)

I also like the integrations and future thinking of open API that can connect our team's tools and adapt the platform to better serve us

In terms of the quick navigation menu I love to navigate trough my folder and list, however, I have to say I hate the search bar, I feel it is not functional to open a little mini tab instead of just showing the dropdown of the matches for the search, also, I have a really hard time when my team send the task link since it won't open on the app directly but in the search engine (google) where I have to log in and is just not so easy to navigate.

The pricing is good for our team, we are ones to say that a software is jsut a platform once we can make more money out of it than what it costs us and CLickUp definelty does that for us.

We have been lately exploring the AI and Brain tools, we are really into the dashboards but have noticed that some of the things we have though AI would be helpful for us are more easy to solve integrating our own AI tool rather than using ClickUp's, for example, we want to have a "babysitter" that follows up with our teammates when certain parameters are met but we'd like that to come in the chat as part of our team but it would just put the AI agent's name. So those are some tricks that we'd like to have but Clickup is not still there.

I have to mention that I have used multiple platforms in the past and ClickUp has been the only one really investing time and efforts on their support, specially with their constat updates and improvements is just not about launching stuff, is creating learning spaces where you actually get to have your users use those tools, supper helpful always.

Well, overall Clickup is the wonder for today's project management, it works with the heavy workloads, gives me all kinds of views, filters and dahsboards to help me better understand the status of our business and even the risks we might be having looking forward, their support team is doing wonders and I have never though of going anyother platform, this is the one for me. It will never miss a task for me, no matter how heavy, interlinked or bussy it gets. Thanks Clickupt team :) Review collected by and hosted on G2.com.

I think there's somehow a little bug that has been showing me task statuses oddly, for example,if I change a status of a task or subtask today earlier in the day, it won't show correctly till tomorrow on a quick view, but if I open the task then the details would be correctly listed. Review collected by and hosted on G2.com.