Searching for “project management solutions” on Google returns over 3 billion (yes, billion!) results. Capterra, a software review site, lists over 1,300 solutions in its project management software category.
Clearly, project management technology is a popular topic — that’s not surprising given both the pervasiveness of projects in business and the need for digital-first solutions. Despite the sheer number of project management solutions available in the market, several products have gained more prominence than their peers. In this post, we’ll compare four key features of two such products: Asana vs ClickUp.
Providing her insights on the comparison is Jasmin Haley, an award-winning speaker, author, consultant, and podcaster. She previously used Asana in her business for four years before switching to ClickUp, which she’s used for just over a year.
Keep reading to get into the nitty gritty of Haley’s user experience with Asana vs ClickUp — specifically comparing four features offered in both platforms — and decide which solution to use in your business.
Asana vs ClickUp: A user’s view of 4 important features
1. Boards
Both Asana and ClickUp use boards to visualize tasks and workflows. You can organize your boards by functional areas, such as marketing and HR. Haley uses this approach but also has boards for different programs, clients, and product launches.
Part of the reason she switched to ClickUp was because she needed more customization options. “As I was scaling my business, I was looking at every avenue for added efficiency. With ClickUp, I can embed actual documents from, say, Google Docs or Loom into my boards. This keeps me and my team in one interface, instead of having to constantly switch between products.”
2. Integrations
As popular as Asana is, Haley was surprised to find the platform doesn’t offer nearly as many integrations with third-party solutions as ClickUp does. “We use a number of software solutions in my business, so this was often a limiting factor. My team was forced to create inefficient workarounds.”
3. Automations
When it comes to automation options with Asana vs ClickUp, Haley says Asana offers fewer options. For example, ClickUp can automatically
- Assign people to specific tasks
- Change a task to high priority when the due date approaches to encourage team members to adjust their focus accordingly
- Post a comment whenever the task status changes
In addition, even if ClickUp doesn’t have an automation she needs, she can turn to Zapier — this external automation solution integrates with both Asana and ClickUp but offers more automation options with ClickUp.
“When we onboard a new client, for example, we use several systems. To save time, we need certain details from these systems to auto-populate onto our ClickUp boards. Due to Asana’s limited integrations, this wasn’t possible,” Haley explains.
4. Forms
Though Asana offers a forms feature, Haley was not aware of it and instead used Google Forms. When she learned about forms in Asana, she was excited — until she found out the feature is only offered in the higher-tier plans. “Forms are a part of the standard pricing in ClickUp,” she says.
Key considerations
Based on her knowledge of Asana vs ClickUp, Haley says to consider these key points before you buy.
- Learning curve: “ClickUp is more robust, but that also means it was harder to grasp [in the beginning],” Haley explains. “I had to hire someone to set up ClickUp because it was a little overwhelming for me, but I’m well-versed now, and it’s been a great support for my business. I’ll also note that ClickUp made it easy to switch, as you can easily transfer your boards from Asana.”
- Price: “While both solutions can be affordable, ClickUp offers several features in its standard pricing that you must pay extra for in Asana,” says Haley.
- Business needs: “Take stock of what features you actually need in your business. I went with ClickUp because it was so robust and handled a variety of my needs, but you may need a few foundational project management capabilities in an easy-to-understand interface,” Haley explains. “In that case, Asana may work for you.”
“Both platforms have added value to my business, and I recommend both highly,” Haley explains. “They have many of the same features, though each platform handles those features a bit differently. I think it comes down to the individual business owner as to which platform works best for them.”
Jotform and ClickUp: A powerful combo
Jotform is a powerful form builder you can use to take your ClickUp experience to the next level. You can integrate ClickUp with Jotform to gather task requests and project information through customizable online forms, which then appear in your ClickUp account automatically as new tasks.
Want to make it easy to request a new proposal from the sales support team? Set up a form that lets sales personnel submit a request, along with a desired due date and proposal details, for a specific support team member. Once team members submit their request, it automatically shows up as a task in ClickUp assigned to the indicated team member. Get started with one of these project management forms or try out the integration today.
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