ClickUp Testbericht: Vorteile, Nachteile, Funktionen und Preise
ClickUp is an all-in-one productivity and project management platform. As a forecasting software, it helps businesses plan and predict future outcomes effectively. Its flexible and extensive feature set makes ClickUp particularly attractive to small businesses, startups, and project management teams, including finance departments or tech companies. ClickUp addresses issues such as complex data management and inefficient planning for finance teams and project managers. In this article, I'll cover ClickUp's features, pros and cons, use cases, and pricing so you can decide if this project management software aligns with your forecasting needs and goals.
ClickUp Evaluation Summary
- From $7/user/month (billed annually)
- Free trial + free plan + free demo available
Why Trust Our Software Reviews
We’ve been testing and reviewing financial software since 2023. As finance specialists ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different finance use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.
ClickUp Overview
In my opinion, ClickUp is a solid choice for teams looking for a versatile forecasting tool. Its extensive feature set can make onboarding and the initial learning curve challenging, but its strong value for money and intuitive interface still make it an appealing option. ClickUp offers a wide range of functionality at competitive pricing, ideal for small to medium businesses and startups. Compared to competitors such as Asana, Trello, Monday.com, and Basecamp, ClickUp stands out in cost-effectiveness but might underperform in customer support responsiveness. If you're seeking a cost-effective solution with robust project management tools, ClickUp is likely worth it.
pros
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You can customize dashboards to fit your team's unique needs.
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Task management features are streamlined, improving your team's productivity.
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The user interface is user-friendly, making it easy to navigate.
cons
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The onboarding process can be overwhelming for new users.
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Customer support response times might not meet your expectations.
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The learning curve is steep for those unfamiliar with complex software.
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How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Task Management: ClickUp lets you assign and track new tasks, subtasks, and assignees easily, keeping your team organized and on schedule. You can prioritize tasks, set due dates, and use checklists to boost productivity.
Custom Dashboards: You can tailor dashboards to fit your team's needs, giving you a clear overview of projects and forecasts. This customizable setup allows you to focus on what's important.
Time Tracking: You can track time spent on tasks directly within ClickUp to help your team manage time efficiently. This feature also supports accurate project billing and time reporting.
Goal Tracking: Set and monitor your team's goals to ensure alignment with project objectives. This keeps everyone focused and accountable.
Reporting: Generate detailed reports to gain insights into your projects and team performance. Use these reports to make informed decisions and improve workflow.
Task Automation: Automate repetitive tasks with automations to save time and reduce errors. This feature lets your team focus on more strategic activities.
Ease of Use
ClickUp's user-friendly interface makes it easy for your team to navigate and manage tasks efficiently. While its extensive feature set can initially feel overwhelming, the intuitive design helps you quickly adapt and find what you need. Customizable dashboards and straightforward task management enhance usability, making it a solid choice for teams seeking an adaptable tool.
Integrations
ClickUp integrates with over 1,000 third-party applications, including Dropbox, Figma, GitHub, Slack, Google Calendar, Discord, HubSpot, Microsoft Teams, Outlook, and Zoom. ClickUp even offers an API so you can embed web apps or build your own integration.
New Product Updates from ClickUp
ClickUp Adds Google Drive Automations and Advanced Workload Planning
ClickUp introduces new automation, workload, onboarding, and AI improvements across the platform. The updates help teams reduce manual setup and improve planning visibility. Highlights include:
- Google Drive Automations: Teams can automatically create Google Drive folders and Docs from ClickUp workflows and trigger notifications when new Drive files are added.
- Advanced Workload Grouping: Workload View now supports a second grouping layer to break down team capacity by department, project, or assignee.
- Pre-Assign Invited Users: Admins can now add pending users to Teams before they join the Workspace.
- AI Workflow Improvements: Super Agents now support GPT-5.4, AI Hub workflow switching, and usage tracking from agent profiles.
Visit ClickUp’s official site for more details.
ClickUp Adds Gantt Baselines, Mobile Brain, and AI Integrations
ClickUp released new updates including Gantt Baselines, Brain for mobile, ChatGPT integration, enhanced Super Agents, and ClickUp support inside Cursor. These updates improve project visibility, streamline task management, and expand AI-powered workflows across desktop and mobile environments. Highlights include:
- Gantt Baselines: Compares original project schedules against live timelines to track delays and changes.
- Brain on Mobile: Brings ClickUp Brain features to iOS and Android with synced conversations and voice input support.
- ChatGPT Integration: Lets users access ClickUp tasks, updates, and priorities directly inside ChatGPT.
- Enhanced Super Agents: Adds reminder automation, hourly scheduling, and easier agent management workflows.
- Cursor Integration: Allows users to access ClickUp tasks, Docs, and comments directly within Cursor.
Visit ClickUp's official site for more details.
ClickUp Enhances Task Management and Introduces AI Notetaker
ClickUp enhances task and meeting workflows with AI-powered note capture and improved task type visibility in views. These updates help teams track different types of work and document meetings without manual note-taking. Here are the details of the update:
- AI Notetaker: Send an AI Notetaker to meetings using a link to automatically capture notes and insights.
- Task Type Management: View, update, and group task types directly within List and Table views.
Visit ClickUp’s official site for more details.
ClickUp Introduces Super Agents for AI-Powered Team Collaboration
ClickUp Super Agents handle end-to-end work execution, real-time collaboration, and automated task management to improve productivity across teams. They can be customized, scheduled, and controlled with enterprise-grade permissions. Here are the details of the update:
- Human-Like Collaboration: Assign tasks, tag agents, or message them like real teammates.
- Custom AI Agent Builder: Create tailored AI teammates in minutes based on workflow needs.
- Automated Task Execution: Run scheduled or triggered actions across emails, reports, and workflows.
- Security and Permissions Controls: Manage access, audit logs, and data visibility at the workspace level.
Visit ClickUp’s official site for more details.
ClickUp Specs
- API
- Batch Permissions & Access
- Budgeting
- Calendar Management
- Collaboration Support
- Contact Management
- Contact Sharing
- Customer Management
- Dashboard
- Dashboards
- Data Export
- Data Import
- Data Visualization
- Dependency Tracking
- Document Sharing
- Expense Tracking
- External Integrations
- File Sharing
- Gantt Charts
- Kanban Boards
- Multi-User
- Notifications
- Project Management
- Resource Management
- Scheduling
- Task Scheduling/Tracking
- Third-Party Plugins/Add-Ons
- Time Management
- Travel Management
- Workflow Management
