Tool review

ClickUp

All in one project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.

ClickUp

Overview

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You'll love it if..

You want one tool to manage everything from docs to sprints to goals.

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What it does in 1 sentence

ClickUp combines tasks, docs, dashboards, and time tracking in one workspace.

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Pricing

Annual price

84

Starting from

10

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Ideal for

Marketing teams juggling complex projects, assets and cross-functional tasks

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Use cases
  • Run agile sprints and backlog grooming.

  • Create team wikis and SOPs inside projects.

  • Track workload and capacity across the team.

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ClickUp

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Consider this before you purchase

Before choosing ClickUp for your marketing team, it’s crucial to weigh a few factors. Here are some key considerations to keep in mind (each factor is explained in the sections below):

Team adoption and learning curve

ClickUp is powerful but complex, which means onboarding your team can be a challenge. In my experience, marketers accustomed to simpler tools may feel overwhelmed initially. The interface provides endless options great for power users, but junior team members might struggle to find what they need at first. If quick adoption is a priority, note that ClickUp’s rich feature set comes with a steep learning curve. Planning some training or gradual roll-out can mitigate this, but for some teams a more intuitive tool (like Asana or monday.com) may spur faster uptake.

Feature requirements and flexibility

List out the features your marketing team truly needs. ClickUp offers nearly everything: tasks, sub-tasks, Kanban boards, timelines, calendars, docs, dashboards, automation essentially an all-in-one work hub. This is ideal if your team manages complex campaigns with dependencies and custom workflows. But all those features impose structure. If your workflow is unstructured or highly unique, a flexible workspace like Notion might serve you better for free-form content and brainstorming. ClickUp’s predefined hierarchy (Spaces → Folders → Lists → tasks) keeps projects organised but can feel rigid to those who prefer to “build their own” system from scratch. Consider whether you need robust project tracking or a more fluid, blank canvas approach when comparing ClickUp with alternatives.

Integration with your marketing stack

Any new work management tool should play nicely with your existing marketing stack. ClickUp integrates with over a thousand apps via native integrations and Zapier, covering everything from Slack and Google Drive to HubSpot and Figma. If your campaigns rely on multiple platforms (CRM, analytics, creative tools), ClickUp’s integration depth is a plus it even embeds other apps’ views into its dashboard. Notion, by contrast, is catching up via its API but still relies on third-party tools for many connections. Monday and Asana also offer rich integrations (e.g. Monday ties in nicely with LinkedIn and other marketing apps) but watch out for limitations or higher-tier requirements for certain integrations. Ensure the tool can connect to your key channels so your team isn’t stuck manually updating multiple systems.

Collaboration and communication style

Marketing work is highly collaborative think content reviews, campaign feedback, and cross-department coordination. ClickUp tries to be your all-in-one collaboration hub: it has assigned comments, in-task chat threads, real-time document co-editing, and even a built-in chat view. This means team members can discuss tasks or edit copy together without hopping into Slack or Google Docs. In practice I found these features useful, though not a complete replacement for dedicated communication tools. Monday.com has an easy-to-use comment system and visual @mentions, but it lacks a true docs or real-time editing equivalent. Asana supports comments and project conversations but again leans on external docs for deep collaboration. If maintaining a single source of truth is critical (for example, one place for tasks and campaign content), ClickUp’s integrated docs and comments are a strong selling point. However, if your team already loves a separate wiki (like Notion or Confluence) or chat app, consider whether an all-in-one is necessary or if it might complicate your workflow.

Scalability and performance

Fast-growing marketing teams should consider how a tool scales in both features and performance. ClickUp is built to scale with you its hierarchy and customisation can handle multiple brands, product lines or client accounts within one workspace. Many agencies choose ClickUp for its ability to manage many client projects simultaneously. That said, performance can suffer as your workspace grows. I’ve seen occasional lag and slow load times on large boards, a sentiment echoed by other users who report slowness or even glitches with heavy workloads. ClickUp has improved reliability in recent updates, but it’s still more demanding on your browser than simpler tools. Monday.com and Asana are generally snappy for day-to-day use; they impose a bit more structure (and often limit items or automations on lower plans) which can inadvertently keep performance stable. So, if you anticipate hundreds of active campaigns or extremely data-heavy usage, test ClickUp’s responsiveness with your setup. Scalability isn’t just about features, but ensuring the tool won’t buckle when your team and project load doubles.

Pricing and ROI

Finally, weigh the pricing against the value you’ll get. ClickUp’s pricing undercuts many competitors: it offers a very generous Free Forever plan, and the paid plans (Unlimited, Business, etc.) are priced affordably per user. For a small in-house team or agency, ClickUp can be cost-effective you might unlock most features at $5–9 per user/month. Notion’s Team plan is similarly priced, while Asana and monday.com tend to be pricier (especially as you scale seats or need premium features). Keep an eye on how pricing structures align with your team size: Monday, for example, sells in seat bundles which can lead you to pay for unused slots, whereas ClickUp charges per actual user. Also consider ROI factors: will a more expensive but user-friendly tool save time and hassle in training? Or will a cheaper, feature-rich tool like ClickUp save money but perhaps require more admin effort to maintain? The goal is to choose the tool that makes your team more productive and aligned that payoff is often worth more than a few dollars’ difference in subscription cost.

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My honest review about

ClickUp

Implementing ClickUp at my own agency was an eye-opener. I was drawn to ClickUp as a founder because of its promise: one platform to organise everything. As a growth lead, I oversee content calendars, campaign timelines, SEO tasks, client requests and more. The idea of centralising all that in ClickUp with tasks linked to docs and real-time updates was very appealing. I moved our team onto ClickUp and indeed saw immediate benefits: better visibility of who’s doing what, clear deadlines, and the ability to templatise our marketing workflows. The strengths of ClickUp are real. It’s extremely customisable; we set up custom fields for campaign stages and used automations to remind team members of upcoming content due dates. The multiple views (List, Board, Calendar, Gantt) meant each stakeholder could visualise the marketing plan in the way that made sense for them. For instance, our social media manager lived in Board view, while I often checked timelines in Gantt for a high-level outlook. Having all this in one tool plus integrated chat and docs did reduce our tool clutter and improved collaboration on fast-moving campaigns.

However, ClickUp also has clear limits, and over time I bumped into them. The first was the learning curve. Even with a tech-savvy team, not everyone took to ClickUp’s interface. Some colleagues found it unintuitive and “too much” a sentiment I understand. I remember spending an afternoon coaching a content writer on where to find her assigned tasks amidst Spaces, Folders and Lists. ClickUp’s flexibility means you have to define your structure upfront, which can confuse team members if it’s too complex. By contrast, when we later trialled Notion, people seemed to navigate more naturally (though Notion required building out task processes manually). The second limitation I experienced was speed and friction. Small things in ClickUp sometimes felt sluggish a page taking a few seconds to load, or a task comment not posting immediately. Minor annoyances, but they add up when you’re trying to move quickly. ClickUp has made performance updates, yet I occasionally hit weird bugs (like blank screens on a dashboard) that broke my flow. In a busy marketing team, momentum is everything, so these hiccups stood out.

Ultimately, I made the tough call to move my team back to Notion after a year on ClickUp. Why? The flexibility and familiarity of Notion won out for us. We valued the free-form pages and lightweight feel for our needs (lots of writing, brainstorming, and iterative planning). Notion was easier for everyone to just jump in and contribute without much training. That said, I do miss some of ClickUp’s strengths. ClickUp is unquestionably more powerful for project management if we were running larger-scale, deadline-driven campaigns with multiple dependencies, I would have likely stayed. In fact, I still recommend ClickUp to agency peers who juggle dozens of client projects and need that heavy-duty tracking. My honest view is that ClickUp fits best when you need an advanced, all-in-one system and have the time to master it. It can transform how a marketing team operates, bringing order and accountability. But if your team values simplicity, or mainly needs a collaborative doc hub with basic task lists, ClickUp might feel like overkill. I’m not dismissive of ClickUp it’s a fantastic product but it must fit your team’s work style. For my team, a lighter tool ended up being a better fit, yet for many growth-focused teams, ClickUp could be the engine that keeps everyone aligned and productive.

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Ultimate guide for

ClickUp

Choosing a work management platform is a pivotal decision for any marketing department or agency. This section serves as an ultimate guide for marketers evaluating ClickUp and its alternatives. I’ll walk through key aspects from task management and collaboration to integrations and ease of use all tailored to the realities of marketing teams. Along the way, we’ll see how ClickUp compares with familiar tools like Notion, Asana, and monday.com, so you can determine which tool best supports your growth, collaboration and productivity goals.

Task management and project planning

At its core, ClickUp is a project management workhorse. For marketing teams, this means you can plan campaigns, assign tasks, set deadlines and track progress in one place. ClickUp shines in task management because of its depth: you can create subtasks, checklists, custom status workflows (e.g. “Draft → In review → Scheduled”), and view tasks in multiple ways. For example, a content marketing team might use a List view for an editorial calendar, a Board view for a social media schedule, and a Calendar view for email marketing timelines all pulling from the same underlying tasks. Few tools offer this range of perspectives out-of-the-box. Asana and monday.com also support list, board, and calendar views, but ClickUp goes further with Gantt charts and workload views which help in complex project sequencing. Asana’s approach is a bit more straightforward; it covers the basics (its timeline and board features are excellent for standard campaign planning) but it doesn’t try to be a one-size-fits-all beyond project tracking. Monday.com is highly visual and lets you create customizable boards easily, which many marketing teams love for its simplicity though it may lack some advanced dependency management that ClickUp offers.

One consideration is how structured your planning needs to be. ClickUp was built for managing intricate projects (its origins in software project management show here). So if your marketing plans involve complex task dependencies (e.g. design cannot start before content is approved) or resource allocation across many projects, ClickUp provides tools to handle that. Asana can handle dependencies and has robust project tracking too, but it feels more linear and is often praised for being intuitive rather than deeply configurable. Notion, on the other hand, takes a very different approach: it wasn’t originally a project tracker, but you can create Kanban boards and calendars within Notion pages. This works for simple task lists but lacks the dedicated project management features found in ClickUp. I’ve found that Notion’s task management is fine for lightweight needs (like a simple content pipeline) but becomes manual work to upkeep when projects get complex. In short, if you need serious project planning capabilities built-in, ClickUp (and to a slightly lesser extent Asana) will out-of-the-box do more for you than Notion or Monday.

Collaboration and content management

Marketing work involves lots of content and iterative collaboration. Here, the choice of tool can shape how easily your team brainstorms, reviews and shares knowledge. ClickUp includes a Docs feature that lets you create and share documents inside the platform. Think of it as an internal wiki or Google Doc useful for campaign briefs, meeting notes, or drafting copy. You can even link docs to tasks (for example, attach the blog draft doc directly to the “Write blog post” task) for easy reference. This integration of documentation with tasks is something Asana and Monday lack natively. Asana has project briefs and you can add document attachments, but it doesn’t have a full wiki-style workspace. Monday.com also doesn’t have an integrated long-form doc editor; teams often end up using Google Docs alongside it. Notion is the opposite: it’s excellent for documentation and content creation that’s its forte. In fact, many marketing teams use Notion as their knowledge base or content hub. The drawback with Notion is that those pages aren’t inherently tied to tasks or timelines unless you manually relate them.

If your marketing team values a central knowledge repository or does a lot of content collaboration (like drafting content, revising, and storing brand guidelines), you might lean toward Notion for that part of your workflow. Some teams adopt a hybrid: for instance, use ClickUp for tasks and Notion for a knowledge base. ClickUp’s docs are improving, but Notion’s polished writing environment and flexible page organization still lead for pure content work. Real-time collaboration is another angle ClickUp allows multiple people to edit a doc simultaneously and sees updates live, similar to Google Docs. It also has commenting on docs and even a whiteboard feature for visual brainstorming. This can be a boon for creative marketing teams (think brainstorming campaign concepts or mapping user journeys together). Notion has real-time editing as well, and Monday recently introduced a whiteboard collaboration feature, but again it’s not as tightly integrated into task workflow as ClickUp’s is.

For feedback loops say, a designer and copywriter iterating on an ad ClickUp’s approach means the task, the design file, and the comment thread can live together. Asana supports proofing and image comments on its business tier, which is great for creative review processes (one of Asana’s strengths in marketing use cases). Monday has a proofing tool as well for marking up images or videos on higher plans. So consider what kind of collaboration matters more: general brainstorming and document collaboration (where ClickUp or Notion shine), or specific creative asset feedback (where Asana or Monday might offer dedicated proofing features).

Automations and workflow efficiency

Modern marketing teams thrive on efficiency automating repetitive work so they can focus on creative and strategic tasks. ClickUp comes loaded with automation capabilities. You can set up if-this-then-that rules easily: for example, auto-assign a task to “Writer” when a status changes to “Ready for content”, or post a comment when a due date slips. ClickUp’s automations span a wide range of triggers and actions (moving tasks, updating fields, notifications, etc.), which can save a ton of manual follow-up in campaign management. I leveraged this to, for instance, notify our #marketing Slack channel whenever a high-priority task moved to “Approved” giving the team a heads-up content was ready to publish. Monday.com also offers automations, with a library of recipes that are very marketing-friendly (like status changes triggering emails or updates). Monday’s automations are quite user-friendly but note that on lower-tier plans they limit how many you can run per month. Asana has rule-based automations too (in premium tiers), such as automatically assigning work or adjusting due dates when tasks move.

Compared to ClickUp, Asana’s automation might be slightly less flexible but they cover the essentials well. Notion is the odd one out here it has no built-in automation for workflows. You’d have to rely on external tools or custom scripts with the Notion API to automate anything beyond some basic template duplication. This is a key distinction: if you want your system to handle rote tasks (like recurring assignments or routine status updates) without constant human input, ClickUp, Monday, or Asana will serve you better. In ClickUp, I also appreciated the integration of automations with other apps (via Zapier or native integrations). For example, when a campaign project was marked “Completed” in ClickUp, we used Zapier to generate a report deck template automatically small things like that reduce busywork. One caveat: as powerful as ClickUp’s automations are, they can be a bit finicky or hard to troubleshoot if you set up very complex sequences. Some users have noted the automation builder is somewhat clunky. In my use, basic automations ran fine, but an elaborate chain might occasionally not fire as expected. Keep things as simple as possible, or test thoroughly. All told, for out-of-the-box automation that marketers can use without coding, Monday and ClickUp are excellent, with Asana close behind. Notion will require external help to match that, which is a trade-off for its flexibility.

Integrations and the marketing tech stack

No marketing tool lives in isolation you’ll likely need to connect your work management software to other apps (email, CRM, analytics, design tools, etc.). ClickUp is very strong in integrations. It offers direct integrations (many two-way) with common apps like Slack, Google Workspace, Zoom, HubSpot, and more. For anything it doesn’t cover natively, the ClickUp API and Zapier allow connections to thousands of other services. For example, if your team uses HubSpot CRM to track leads and ClickUp to manage campaign tasks, an integration can sync data or trigger task creation when a lead moves stage. Marketing teams using ClickUp have found ways to integrate it with social media scheduling tools, email marketing platforms, and even pulling data from Google Analytics, often through Zapier. The advantage here is centralising your work ClickUp can become the hub where a lot of information flows in and out.

Monday.com also integrates with many marketing-relevant apps (including a notable LinkedIn integration that can be handy for social campaigns). Monday tends to emphasise marketing workflows in their templates and has integrations for things like Typeform, Mailchimp, etc., making it appealing if those are priority. Asana’s integration ecosystem is mature too; it connects with Slack, Gmail, Adobe Creative Cloud (for design teams), and countless others. In general, Asana and ClickUp are on par for integrations both play nicely with other platforms. Notion took longer to embrace integrations, but its public API now means you can connect it via tools like Zapier or Make. Still, you might find fewer direct plug-and-play integrations for Notion compared to ClickUp or Monday. If your team relies heavily on a specific tool (say, Google Analytics dashboards or a proprietary CRM), check which project management tool has an existing integration or easy workaround.

One more angle is email and communications: ClickUp has a feature where you can send and receive emails directly within a task (with certain add-ons), effectively using ClickUp as a mini-CRM for client communications. This could interest agencies who want client emails attached to projects. Monday.com introduced a native email integration (Outlook/Gmail) as well, allowing similar in-platform updates. Asana doesn’t have built-in email sending from tasks, but you can comment via email and integrate with email through third parties. Depending on whether your marketing work involves direct client comms or just internal collaboration, such features might matter. In summary, all these tools can slot into a modern marketing stack; ClickUp’s breadth of integrations and its philosophy of being a central workspace make it particularly adept at connecting the dots across your tools. Just be ready to configure those connections it’s worth the effort when your social mentions, sales leads, and web analytics can each trigger or inform tasks in your project hub.

Reporting and analytics

Data-driven marketers will want to consider how each tool handles reporting. ClickUp offers customisable dashboards where you can add widgets for just about anything: task completion trends, workload by team member, time tracked on activities, etc. For a marketing team, this means you could create a “Marketing KPI” dashboard that visualises content output per week, campaign task status, or progress against launch dates. I’ve built dashboards in ClickUp to track, for example, how many blog posts were published each month and which campaigns were behind schedule giving our team visibility at a glance. This level of reporting is a strong point for ClickUp, especially if you like to slice and dice work data to find bottlenecks or showcase results to stakeholders.

Monday.com has dashboards too, with a good range of charts and visual reports, though in my experience they were a bit less flexible than ClickUp’s. Monday shines for quick visuals (and many templates for marketing campaign status charts), but some advanced metrics might require higher plans or manual work. Asana traditionally was weaker on reporting but has improved: it offers Portfolios (to track multiple projects) and some built-in charts for project progress, and recently added more dashboard capabilities on business plans. Still, Asana’s reporting feels more static compared to the dynamic, widget-based approach of ClickUp. Notion has no native reporting module. You can create tables and basic charts by hand (for instance, using the Notion chart block or an embed from Google Sheets), but it’s not going to auto-calculate project burn-down or team workload without a lot of manual setup.

For agencies, being able to export or present reports to clients is also key. ClickUp allows you to export dashboards or even share a live read-only link to a dashboard with clients. This can be a differentiator if you need to keep clients in the loop on progress (short of giving them full access as guests). Monday.com similarly has shareable dashboards which some clients appreciate for transparency. If internal performance tracking is the focus, any of these will do, but if you love data, ClickUp’s approach is the most comprehensive. One caution: more reports require more data discipline. I learned that to get good insights from ClickUp, you need your team to consistently update task statuses, log time if you want time reports, and use fields properly. That’s a cultural aspect no tool will magically report meaningful metrics if the inputs aren’t maintained. Asana might appeal if you want simpler “at a glance” status with minimal admin, whereas ClickUp will reward those who invest in configuring detailed tracking.

Ease of use and team culture fit

Finally, an ultimate guide wouldn’t be complete without addressing the human factor: how the tool feels to use day in and day out, and how it fits your team’s culture. ClickUp, as we’ve discussed, can feel overwhelming at first. The interface is dense with features and options. Some sections of the UI use jargon that may not immediately resonate with marketers (e.g. terms like “Sprint points” or “Backlog” exist from its software roots, though you can ignore them). Asana and Monday are often praised for being more intuitive with clearer navigation and less initial configuration needed. When I introduced Asana to a non-technical team in the past, many could start using it with minimal instruction. Introducing ClickUp required more hand-holding initially, but interestingly, once people “got it”, they started discovering features that helped them work smarter (like saving custom views or using the Everything view to see all tasks across projects). So there’s an up-front cost to learning ClickUp, but it can pay off in productivity if your team is willing and able to adopt it fully. If your marketing team has a strong process-oriented mindset or someone keen to be the ClickUp champion, you’ll likely unlock a lot of value from the tool. In a team where project management is a secondary concern and people resist structure, a lighter tool might be better to start with.

In terms of user interface preferences, Notion has a minimalistic, calm feel great for those who love a tidy workspace and primarily text-based work. ClickUp’s UI is busier and more utilitarian; it’s not “pretty” in the way Notion is, but it’s functional. Monday.com’s UI is colourful and inviting, which some teams find motivating (who doesn’t love dragging items on a bright board and seeing status circles turn green when complete?). It really comes down to what environment makes your team productive. Consider running a trial or pilot with a small project in each tool. Observe what questions or frustrations come up. For instance, do team members complain they can’t find things in ClickUp? Do they get annoyed at Notion’s lack of notifications for tasks? These insights are gold. Remember, the best tool is the one your team will actually use. The fanciest features mean nothing if half your team works outside the system because they find it cumbersome. Sometimes it’s worth sacrificing a bit of functionality for higher adoption and enthusiasm. The good news is all these platforms have free versions or trials, so you can involve your marketers in the choice. Their comfort with the tool will ultimately determine success more than any feature checklist.

Final thoughts: finding your team’s fit

In the end, choosing between ClickUp, Notion, Asana, Monday or any other tool comes down to your team’s priorities. If your marketing operations demand robust project management, automation, and you’re willing to invest in setting up a comprehensive system, ClickUp is likely the best fit it’s built to handle complexity and keep everything under one roof. Marketing leaders who need to oversee many moving parts (campaign tasks, content production, events, ads, and more) will appreciate the control and visibility ClickUp provides. On the other hand, if your team’s work is more about creating and sharing information, or you need ultimate flexibility in how things are organised, Notion offers a freedom and simplicity that creative marketers often love. It’s a great canvas for collaboration, just not a specialized project tracker.

For those seeking a middle ground, Asana and monday.com are excellent options: Asana brings discipline with ease it’s often chosen by larger marketing teams and departments because it scales well and people find it intuitive. Monday.com is a favourite in marketing circles where visual management and quick adoption are key; it can get a team up and running on a basic campaign board in no time. Both may require augmenting with other tools (for docs or advanced features), but they rarely overwhelm users.

My advice is to define what “success” looks like for your team. Is it better collaboration and transparency? Is it speed and efficiency in execution? Is it maintaining a single source of truth for all marketing knowledge? Each tool has a personality that will either amplify or hinder those goals. ClickUp offers an analytical, structured approach with empathy for custom needs very much in line with a growth hacker’s mindset of optimising everything (just beware of the complexity that comes with it). In contrast, Notion embodies a more organic, empathetic space to think and create, which can be brisk and effective in its own way for a team that needs breathing room. There’s no one-size-fits-all. The solid growth strategy is to pick the platform that aligns with your team’s style and then commit to it fully. With clarity on your requirements and the evidence in this review, you should feel empowered to make an informed decision. Here’s to finding the work management tool that drives your marketing growth forward.

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Playbook

Playbook

Team collaboration

Help your team work better together. Set up shared rituals and tools to remove friction and move faster. Make async the default and know who decides and where work lives.

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ClickUp
Tool review

ClickUp

All in one project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.