Hello!
We have a wonderful Zapier integration that should help with all of your needs! Check it out here: https://zapier.com/apps/clickup/integrations
If you need any help setting this up, please drop us a line & our Support team will dive right in to assist.
WhatRuns is a great extension just like BuiltWith ( https://builtwith.com/ ).
These tools attempt to look at all the front-end code, script references, public server calls, etc to determine what's running on a website.
Though they aren't very effective as knowing what's running behind the scenes on the backend such as the database because all of those calls happen before any output is generally sent to a browser. Also for larger sites like ClickUp the database isn't going to be running on the same machine that's serving any front end pages or API responses so you can't even really check if certain ports are open or anything either as they are all going to be internal and behind firewalls.
I'm don't think we can help you categorize your life without knowing much about it. Consider checking the provided ClickUp templates and use case examples available here: https://clickup.com/templates
Take a look at https://www.amplenote.com/ r/Amplenote which is another PWA with mobile apps that combines everything.
It has hierarchal tagging for docs just like Gmail. Its UI is way simpler than ClickUp but you can combine some subtlety powerful features to get to the same outcomes much of the time. It is not really designed for group collab however, more of an individual tool.
I'm currently trying to decide which to use. I like the design of Ample note a lot more at first, but Id probably get used to ClickUp, and after a trial period Amplenote is only paid (reasonable cost but I'm poor atm).
If you don't mind being a guinea pig, you can also take a look at https://www.organized.ly/ - in prerelease but they give out access pretty much immediately. I personally found the UI the least intuitive of the three.
In the meantime there's a template for this using coda.io that can be used on their free plan and can be published as a webpage.
The table setup would make it easy to sync/import the data into clickup
> Is there a way to gameify this for your team instead? You might experience better morale + consistency if you find a fun way to make it a group effort.
Habitica does just that!
Hey, myboyblue92! This is a great question! Though we do not have strategy sessions, we do have a free public-facing university called ClickUp University! It has a lot of great courses for navigating ClickUp. We also have live and on-demand webinars on specific use cases and more general topics.
Hey, there! Thanks for your reply and great question! There are generally 2 types of uses!
There are some uses that are cumulative, which means once you use them they run out. These include features such as Custom Files, Email in ClickUp, and certain views.
Then there is another type of use for Spaces and Lists. For these types of uses, it means this is the maximum amount of that item you can have in your Workspace at one time. If you delete or archive an item then it will give you that use back. For example, if you have 100 Lists and delete 1, then you can create a new List in its place.
The pricing page is a great place to see which features have which types of uses! There is usually a tooltip next to them that shares more details.
I encountered this as well, in particular for email but I realise you are talking about comments.
Our solution was to not use the reply feature and instead always add a new comment so the threading was not actually used. This worked well for us as it exposes all dicussion without nesting under the 'replies' text.
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Hey, there! This is Luci from ClickUp. Thank you for your post! We love supporting nonprofits and offer a nonprofit discount! Please fill out the form on this page, and our Support team can share more details!
I'm also wondering if there is a way to utilize fewer Custom Fields on the Free Forever Plan! Is there a way to use the task description, checklist, or subtasks for the information that you are needing?
Hi Achillaa,
ClickUp does not define status progressions, it allows the user to move from any status to another. By workflow, I assume you mean that a task should progress through a expected path of status or stage progressions.
Now that I am not replying from my phone I can explain in a bit more detail. You can define different status for a given group (list) of issues. But you cannot define that it must go from status A>B>C
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Hey, there! This is Luci from ClickUp. Thank you for your post! On the Free Forever Plan, you can invite unlimited members and guests! On this plan, everyone who joins your Workspace can only have full access to create and edit items. Here is the breakdown of what is included in the Free Forever Plan, and let me know if you have any additional questions!
Thanks for your reply! I definitely understand how connecting tables with formulas can help your workflow of expense tracking!
Though I'm not able to provide a timeline, I was able to find this feature request for formulas in Table view! You can add a vote and comment there if you'd like! This will ensure you receive any future updates or questions from our Product team.
I was also able to find this personal budget template if you want to take a look!
Hey, there! This is Luci from ClickUp. Thank you for your post! Can you share the full Integromat workflow you are trying to create?
Are you looking for a template ID for a task template or a different type of template? If it is a task template, you can find the task template ID by using a GET Task Templates call with the ClickUp API. OurAPI documentation shares more details about this, and I recommend using Postman!
If you are looking for a different template ID, let me know and I can look into it!
This is Luci from ClickUp. Thank you for your post! Have you taken a look at ClickUp University? It is our free online platform with interactive courses. There are some great intro courses there, including one called 'Set up Your Hierarchy'. These free courses can be a great place to start if you are wanting to learn how to set up your Workspace!
I also found this free Class Notes template in our library that may be helpful. If there is something else you're looking for I'm happy to see what free resources we have!
Hey, u/wildjezza! This is Luci from ClickUp. Thank you for your post! In addition to the great resources that have been shared, here is a list of vetted consultants you can check out to assist with your ClickUp build! On this page, you can also filter by industry, such as Legal Services.
Timeline View has always been a Business plan and above feature. On Free forever and Unlimited you only get the trial - 100 uses. For detailed comparison: https://clickup.com/pricing
This is Luci from ClickUp. Thank you for your post! A great way to connect Google Sheets with ClickUp is the Embed view that u/Deadlynjdj shared. You'll just want to make sure your Google Sheet is set to a public link, that way anyone can view and edit it directly in ClickUp.
Zapier also has some automation options between Google Sheets and ClickUp, such as the ability to create tasks in ClickUp from Google Sheet rows. Here is a link to the options in Zapier, just in case this matches what you're wanting to accomplish.
Both ClickUp and Notion ( and others) use the same E2E and at-rest encryption standards.
Both products do the same.
You can read how Notion also uses analytics/statistical data here "https://www.notion.so/Privacy-Policy-3468d120cf614d4c9014c09f6adc9091 "
which is pretty much the same way as ClickUp.
Regarding the encryption, what they both do, is that they encrypt the traffic from your pc to their server and then encrypt when stored. That does not mean that they do not have access to it. You do not control the encryption keys. These are handled by the vendor, click and Notion in our case.
I would suggest to read a bit more carefully both Notion's and Clickup's privacy statements and you will see that although he wording is a bit different they collect the same data. At least this is what we came up with during our security assessment for both vendors (and a couple others) a few months back.
I care for clickup as much as I care about Notion, so I do not support one over the other.
Make (formerly Integromat) n8n
Could try those. I think either would be possible, though I'm only just exploring them myself. Or Zapier. Because who doesn't thoroughly enjoy this modern age where we can have SaaS for our SaaS.
I already saw this 3 USD deal somewhere but I don’t remember. Also, I already talked to the sales and they offered me 60% off for a year commitment. In a quick search I found it: https://clickup.com/deals/promo-15-limited
>How do you mean airtable sucks for everything related to text?
It's not a wiki and it is very hard to capture and work with text-rich documents and processes. It means it is unlikely that you can use it as a second brain, since initially most information is poor structured notes and ideas.
It seems I still can't explain what block is in a good way... Notion has a decent explanation. https://www.notion.so/help/what-is-a-block
However, blocks in notion as not so easy to connect, here Roam or RemNote works well.
Clickup also share the user data with a lot of other companies (counted accurately to 29) They are required to list them and the link is in the pricvacy policy page. Lots of their subprocessor being marketting companies. Do the sell the data ? I don't know. But any of thise sub-processor could sell or leak or share the data.
By trusting clickup, you kind of needs to trust these 29 conpanies with your data. I hate this. I do have a clickup account and this makes me feel really bad.
List of sub processor. https://clickup.com/dpa/subprocessors
Don't forget about the money they funneled into their new HQ just last year: https://clickup.com/blog/check-out-clickups-new-san-diego-headquarters/
Hello! Our Business Plan (and below) has always allowed for 100 uses of Doc tags. You can refer to our Features list here & let us know if you have any questions. Our Business Plus Plan (and above) allows the unlimited use of Doc tags.
We'd love to hook you up with a free trial of Business Plus! Please drop us a line at [email protected] & we'll dive right in to assist you. Thank you!
Hello! We'd love to help you out here & see what's going on. Please drop us a line at & we'll dive right in to assist! Our experts are awaiting your message. https://clickup.com/help
Hello! At the time, we do not offer phone support. However, you can definitely have your boss live chat with one of our agents! Click here to connect with our Support team, we'd be more than happy to assist. https://clickup.com/help
Have you made contacts, as in briwsabke st https://contacts.Google.com or are you trying to rely on autocomplete? My guess, and it’s just that, is that clickup won’t pull the proprietary autocomplete form Google but will search the contacts section. Try to add a few actual contacts and see if they pop up, assuming you don’t yet have them.
I would use the Space as the Project. Folder as the stage of the Project. Then use Lists inside the project for This Week and Next Week. All your tasks would go into the proper List. Then, you can open one of those List views and filter as needed.
If you want to keep your current structure, you can also create multiple List views for one List. Each of these List views could be by member. For example: Member A = a List view within the Project Stage List. Then you can sort or filter or group that List as you want. Then add another List view for Member B, Member C, etc.
You can protect those views or auto-save them as you want.
You could also create a Dashboard widget for tasks per assignee or some other widget that fits your need.
Our company has used ClickUp extensively for email. Our staff do not have email accounts separate from ClickUp and only email through ClickUp. We do use Slack and other messaging tools as well.
If the information I have given below is helpful to you or anyone else reading this please use this link to signup for ClickUp as a thank you. https://clickup.com/?fp_ref=anthoney70
My experience overall is that clickup is great for communication on an existing 'ticket' where you send the first email and the customer replies. It is not great for a incoming funnel of emails from outside. We have developed techniques to manage this situation and we happily operate our company on ClickUp for email communication, with a few mishaps along the way.
Pitfalls
- at certain times ClickUp emails have been identified as spam at receiving email systems.
- there is a defect which is not quite fixed where emails come in to ClickUp as blank, this is due to the sender's email signatures.
- Clickup does not handle new incoming emails well. It could automatically create and link an email but it does not. You have to forward the emails to a clickup email address and the format is ugly and subsequent replies on th thread are not joined to the first task and so on. In short receiving new email threads is not great in clickup. I hope they will fix that, and if you are reading this clickup please fix it urgently.
- sometimes there has been a delay in sending the email.
- 'not quite finished' is how I would put ClickUp's email feature. rough edges, works but not all the time. We tolerate the problems because of the benfits of not having individual email accounts for staff. I huge plus for us.
Hello! Thank you for reaching out, we totally hear you. Can you please drop us a line at [email protected]? We'd love to hook you up with an extended free trial so you can continue to field ClickUp and see if it is the right tool for your workflow. We are transparent about all of our features and different plan options. Click to learn more & please let us know if you have any questions. The "Custom fields" information is presented under the "Essentials" tab.
I was introduced to ClickUp by a friend, and I fell in love with it. We use it a lot at work, and I ended up using it as a personal workspace too.
Ultimately, ClickUp is as powerful as you make it. They have a guide over at https://clickup.com/university for every level: Guest, Member, and Admin. I highly recommend looking at the ones that pertain to you.
Ultimately the best way to learn is just exploring and playing around. See what works. Efficiency comes from use, so learn and share your knowledge!
Hey! This seems very hard to explain over a post in Reddit. The best thing to do might be to check out the ‘Learn’ section on their website: ClickUP-Learn
Another great resource, is under Resources at the bottom, where you can find a link to templates: ClickUP-Templates
It seems like you’re looking for something like Agile project management. There’s some Webinars and templates for this. Hope that helps.
Yeah, that's an example of the little gotchas with apps and their Zapier integrations.
Setup Steps work is this:
https://zapier.com/shared/0f93aa881a48f1a2544be8f69058f15cb78bdca0
I like Roam as a personal PKM. I have no deep experience with Obsidian, but from what I tried it looks cool. On a team level there are surprisingly no great options so far. You may try fibery.io due to bi-directional links, good ontological structure (maybe best), decent search and bearable whiteboards (Miro alternative). However, Fibery has no blocks (so far) and it makes knowledge segmentation relatively hard.
As others have said, follow up with support. That said, when you’re logged out and looking at their pricing page, there seems to be an option to suggest an alternative price when looking at the yearly options, it’s a link that says “let’s make a deal.”
That said, the unlimited members, free forever plan level is still on their website. Please update us with what you find out. My company pays a non-trivial amount for our use, but I love the idea of our cost subsidizing smaller companies, teams, or international usage for others when pricing would be prohibitive.
I would reconsider renewing with them if it does turn out they are making existing free users pay with no lead time or viable options!
There is a series on YouTube tagged ClickUp University. I think it has exactly what you describe looking for. Here's a link to the search results.
https://www.google.com/search?q=clickup+university
If you want to dive deeper, check the actual ClickUp University training courses!
I'd suggest:
- get your clickup api key
- go to https://clickup.com/api and try the quickstarts code samples for python (you can do it by writing scripts in Visual Studio or Jupyter Notebooks for example) - and you'll be able to play with them in live
Check out OnePageCRM - https://www.onepagecrm.com/
We have been using it for less than 6 months, but very happy with the simplicity, and "Next Action Sales" method.
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I do not know of any way to know when features will be implemented. All clickup users are aware of the canny.io (feedback.clickup.com) site where we can make requests BUT clickup doesn't summarize what it's decided to do when a feature is marked "in progress" WTH?
I checked them all so :
- Obsidian is just Markdown, and doesn't exist on IOS, no task manager :/
- Roam Research is same
- Same for Joplin
- Slite is limited to 100 notes, and have the same limitation I have with Notion : The PDF support and handfreenote.
- Evernote doesn't use markdown, nor latex support, so there are a lot more limitation.
The only app who fit my need is "Agenda", who doesn't exist on windows... (https://agenda.com/)
Hello! The best way to get that data is to use the API to get a task from that location and it will show all the CustomField IDs. You can also find task data in web-hook messages!
Check out our API Docs for more details here: https://clickup.com/api
Drop us a line at if you’d like some more help. We'd be happy to assist!
Yeah there's a plugin: https://clickup.com/integrations/outlook
Alternatively if you go to the plugin store thing directly from outlook (assuming your outlook version isn't old AF) you can search Clickup and install there.
I use it at work (exchange as well) and it does the trick. Add emails as tasks or attach them to exjetng tasks. Pretty straightforward.
Only gripe I have is that seems they don't have a dark mode for it so it sticks out really bad if I use outlook in dark mode :)
Hi OsHaOs,
I am a real clickup user, a software engineer with my own startup underway. I have been using clickup for at least three months and I am also experienced with JIRA and other tools such as Trello.
I already have ClickUp working hard for me and I can confirm that it is extremely stable, usable and reliable. I have never encountered an error, unavailability and it is super quick. I am also using it every day for a large part of my work day. I have signed up as a paying user on the business account to make use of the additional features. The functionality is very deep, particularly if you want to spend the time to turn on the features you want and organise the work correctly. Some parts of ClickUp require a bit of time to set up the way you want, such as the correct statuses and views of the tasks in the way you want.
If you want to thank me for taking the time to reply, please use this link to signup to ClickUp. I am happy to answer any questions you have in dm. I do not work in marketing, and my advice is based on my true use of ClickUp.
I recommend clickup webinars. They are short and to the point, it's better a live session so you can ask questions but they have all the past ones here: https://clickup.com/webinar
You have a couple about clickup onboarding, one for "training your employees" and also about clickup and agencies that I guess is a similar use case to a marketing team.
Have you looked at the templates on the website? I've not used any of them for my own projects, but I've gotten a lot of inspiration from them and learned things about structuring them.
2.0 is most likely not going to come with the type of NLP to which I think you're referring (Todoist-level, in-line NLP). Instead, it will most likely be slash commands, which will be better than nothing, but not as smooth nor as fast as in-line NLP. Perhaps that will change, though, as they further refine their input process...
Have you tried Quire?
It's a free project management software/todo list with features such as kanban board, gantt chart, easy collaboration, offline syncing, reminders, priorities, nested task list....etc
Simple interface and user friendly features. Downside is that they don't have many templates
Its available in the Legacy Version of Clickup mobile app. I found the legacy one has more similar features than the new one. Find it in Google Play Store