ClickUp vs Project Insight

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Our analysts compared ClickUp vs Project Insight based on data from our 400+ point analysis of Project Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Project Insight Software Tool

Product Basics

ClickUp is an all-in-one cloud-based solution designed to help users streamline project cycles with collaboration, customization and visibility. It allows you to assign comments and tasks to specific team members or groups of team members and view time spent on those tasks. Other collaboration features include reminders, docs, calendars, goals, scheduling and an inbox.

An activity stream displays tasks in real time in the order of their creation and completion. Businesses can configure team-specific notifications while viewing projects on an Agile dashboard. It sends alerts to relevant employees in a discussion thread while allowing them to edit and post comments. You can create a personalized workspace with no-code automations, customizations for statuses, fields and views and ClickApps.

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Project Insight is an enterprise web-based solution that serves as a centralized hub to delegate tasks, monitor productivity and collaborate at every stage of the project cycle. Users can formalize the process for internal project requests or submit project proposals to clients with customized forms.

It emphasizes project prioritization, collaboration, resource allocation and management, reporting and scheduling to help managers with better decision making. It serves project-based industries like market research, networking hardware company, healthcare organization, heavy industry and more. It also provides a free edition with modules that can be added at an extra cost.
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$7/User, Monthly, Freemium
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Tailored to your specific needs
$9/User, Monthly, Freemium
Get a free price quote
Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
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Videos
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Email
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Knowledge Base
24/7 Live Support
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Product Insights

  • Customize Your Workspace with ClickApps: Create a personalized environment for your business by enabling ClickApps for specific spaces or the entire organization. Enable apps like time tracking, custom fields, dependency warnings, time estimates and sprints. We loved the custom fields with multiple drop-downs for statuses and teams and the dependency warnings, so nothing slips through the cracks.
  • Create No-Code Automations and Workflows: Click on the Automations tab on the right-hand side of your screen to create your own custom automations using prebuilt templates with conditions, actions and triggers or build your own. We tested building our own workflow automation for status changes with more than one action and found it was simple to execute.
  • Collaborate Better via Various Channels: Communicate more efficiently via comment threads in the card, user mentions, screen recordings, native docs and group chats. We appreciated the accountability of comment threads and how you can assign comments to users that show up differently from a regular mention. The ability to link internal documents and add checklists to cards is a great way to enforce processes and brand guidelines — a big plus in our eyes.
  • View Projects in Multiple Ways: Set up multiple views for each of your spaces so you can zoom in a particular step in your project or get an overview of your progress. We liked the variety of views, including Kanban, list and calendar, and also that you can pin certain views, say urgent tasks, so it’s front and center for all team members.
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  • Resource Allocation: Allows for bulk task assignment according to skill sets, swapping resources depending on changing operational needs or balancing resource workloads. Visualize workloads using resource management tools to avoid excessive or underused resources. 
  • Project Prioritization: Define organization goals, critical success factors, key performance indicators in the project scorecard and weigh all projects by agreed criteria. It also helps identify the most profitable projects and while delegating team tasks. 
  • Unify Work: Streamline processes and reduce double data entry with its out-of-the-box integrations. Eliminate manual data synchronization and concentrate on business strategy with its Work Where They’re At feature that syncs data for instant visibility. 
  • Team Collaboration: Centralize relevant project information and keep team members in the loop about tasks. Users can comment and collaborate on any item within the system. 
  • Customization Capabilities: Allows managers and team members to customize the portal, task list views, reports, theme, dashboard and more. Administrators can add custom fields without any programming, while foreign language and cultural templates can also be applied to different users. 
  • Scheduling: Intelligent scheduling features provide a full view of shift schedules that can be edited by drag and drop, double click or right clicking. Leverages all task dependencies and types to auto-update project schedules when changes are made to ensure that everyone is on the same page 
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  • Multiple Views: Get a bird’s eye view of your business with the everything view. Check your project’s progress in over 15 ways, including Kanban, board, Gantt, calendar, chat and activity views.
  • Custom Workspaces: Create (work)spaces for each project with your own set of workflow rules, automations, statuses, fields and even assignees. Move tasks in-between spaces and change priority, receive pop-ups if statuses are different and control space accessibility.
  • Task Management: Keep track of tasks using cards that you can build from scratch or create using custom templates and fields. Assign tasks, post points, due dates, assignees and statuses. View and add comments, create alerts for overdue tasks, use custom checklists and add task dependencies.
  • Sprint Management: Create sprints using templates from ClickUp or your workspace. Manage your sprint cycles by setting custom sprint dates, priority levels and points to your work. Auto-add unfinished tasks to your next sprint, duplicate sprint views and integrate sprints with GitHub, GitLab and Bitbucket. Pace your sprints against a target using burndown charts and use burnup charts to see completed and pending work. Organize and manage sprint-specific settings via the sprint folder.
  • No-Code Automations: Create custom automations for tasks and processes without coding expertise. Use built-in recipes, ClickApps or build-your-own automations in each space using actions, triggers and conditions custom to your workflow and processes using drop-down menus.
  • Dashboards and Reporting: Click on the home icon to view a personalized dashboard of your recent projects, assigned tasks, reminders and comments. Create custom dashboards and reports from specific spaces using templates or by selecting the start from scratch option.
  • Time Tracking: Track time from multiple assignees using the built-in tracker in each card. Get an overview of user activity in your company and see when users are active using Pulse and the timesheets feature.
  • Document Creation: Create documents within the program’s word processor that are directly integrated into projects and tasks. Import documents from other word processors to add tags and use a robust tool library.
  • Goals and Targets: Set and organize goal trackers in folders to keep track of multiple projects at once. Set goal targets by monetary value, True/false conditions, or by number of units.
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  • Centralized Collaboration: All project documentation and communication is kept in one place for end-to-end visibility and collaboration. 
  • Reporting: Run portfolio reports as bar, pie or line graphs. Users can customize, transform and share data with team members and stakeholders. It also offers project summary reports with earned value calculations. 
  • Time and Expense Tracking: Allows team members to enter daily time and expenses across multiple projects and create invoices when approved. Attach receipts to expenses from a desktop or take a photo from mobile devices. 
  • Dashboards: Arrange the dashboard layout to see the most important information with customizable widgets, including notifications, tasks, projects, issues and more. Users can sort tasks by date, add and delete columns to reports or only display work this week. 
  • Resource Management: Assign team members to projects by group, department or company. Effectively monitor and balance the resources from a single report over multiple projects. 
  • Project Templates: Create and reuse an unlimited number of project templates constructed from the organization’s current processes and best practices of the organization to save time and manage productivity. 
  • Seamless Integration: Offers out-of-the-box integrations, REST API and automation capabilities to manage all projects, portfolios and work systems in one place. Aggregates key applications like Jira, Zendesk, DevOps, QuickBooks, Trello and more to provide real-time insights to stakeholders and project managers. 
  • Intelligent Scheduling: Leverage advanced functionalities including constraints, lead and lag times, split tasks, auto-scheduling tasks and interactive Gantt charts with drag-and-drop. Task dependencies allow schedules to be changed with just a few mouse clicks instead of line by line. 
  • Portfolio Management: Real-time project views empower project managers and executives to identify at risk projects in order to make timely decisions. 
  • Project Budgeting: Manage projects with planned target budgets and compare them to actuals in real time. Track labor, non-labor costs and expenses at the task, phase, project, and portfolio levels in real time. 
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Product Ranking

#14

among all
Project Management Software

#17

among all
Project Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Customizations Dashboards And Reporting Mobile Capabilities Platform Features Project Planning And Scheduling Project Tracking Task Management Team Collaboration Time Tracking And Management 100 100 88 94 89 79 100 95 71 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 15441 reviews
Great User Sentiment 128 reviews
94%
of users recommend this product

ClickUp has a 'excellent' User Satisfaction Rating of 94% when considering 15441 user reviews from 5 recognized software review sites.

85%
of users recommend this product

Project Insight has a 'great' User Satisfaction Rating of 85% when considering 128 user reviews from 5 recognized software review sites.

4.3 (15)
4.0 (2)
4.7 (9774)
3.5 (12)
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4.38 (57)
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4.4 (54)
4.7 (4231)
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4.5 (178)
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2.0 (3)

Awards

SelectHub research analysts have evaluated ClickUp and concluded it deserves the award for the Best Overall Project Management Software available today and earns best-in-class honors for Customizations, Dashboards and Reporting, Mobile Capabilities, Task Management and Platform Security. ClickUp stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Customizations Award
Dashboards and Reporting Award
Mobile Capabilities Award
Task Management Award
Platform Security Award

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Synopsis of User Ratings and Reviews

Easy To Use: Reviewers appreciated how easy the solution was to use and set up, even without extensive training or customer support.
Customization: Extensive customization options like task views, priority levels, color coding, and automations to create a unique product for their specific team were a plus for many users.
Collaboration: Users liked how easy it is to collaborate by assigning tasks, subtasks, comments and due dates with automated email notifications.
What Users Like
Versatility: “ClickUp lets you tailor tasks, projects, and views down to the smallest detail, which was perfect for our team since each project can look totally different. For example, we used its automation features to auto-assign tasks when certain stages were reached, which cut down on a ton of back-and-forth and kept everyone aligned.” - Victor André Enselmann, Founder of digital marketing firm Modeva
Centralization and Collaboration: “With offices across major U.S. cities, aligning everyone can be challenging. However, ClickUp’s customizable dashboards allow each team to organize tasks based on project demands while keeping a high-level view of overall progress. This flexibility has significantly reduced the back-and-forth between teams, saving time and ensuring that our large-scale projects stay on track.” - Steve Morris, Founder and CEO of NEW MEDIA
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Improved Team Communication: Users found that Project Insight streamlined communication, allowing team members to easily share updates, files, and messages in one central location. This reduced confusion and kept everyone on the same page.
Enhanced Project Visibility: Project Insight provided a clear overview of project progress, making it simple to track deadlines, milestones, and potential roadblocks. This allowed for proactive problem-solving and more efficient project management.
Streamlined Workflow: Users appreciated the ability to automate tasks and create custom workflows within Project Insight. This saved time and reduced the risk of errors, leading to a more efficient and productive work process.
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Cost: Reviewers mentioned expensive renewal fees after the free trial and upselling.
Learning Curve: Users noted it takes time for new users to get familiarized with so many features and how its navigation and customization work.
Notifications: An influx of email notifications for every change can cause some important alerts to get lost, according to some users.
What Users Dislike
Too Many Features: “We ended up with a cluttered dashboard full of features we didn’t need, and it actually slowed us down. Once we simplified and focused on just the core tools, it was a lot smoother. So, with ClickUp, the trick is to use what you need and ignore the rest, or it can overwhelm more than it helps." - Victor André Enselmann, Founder of digital marketing firm Modeva
Time-Based Automations: “Initially, the learning curve was steep, which led to some confusion and delays as we adapted. To address this, we created a custom onboarding process for new hires that guides them through the platform’s essentials before diving into more advanced functions.” - Steve Morris, Founder and CEO of NEW MEDIA
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Difficult to learn: Users have reported that Project Insight's interface is not intuitive and requires extensive training to use effectively. This steep learning curve can be a major obstacle for teams who need to get up and running quickly.
Limited third-party integrations: A common complaint is the software's limited ability to integrate with other popular tools, which can hinder workflow efficiency for teams reliant on a diverse tech stack.
Reporting limitations: Users have expressed frustration with the inflexibility and limited customization options for reports, making it difficult to extract and analyze project data in ways that suit their specific needs.
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ClickUp is an all-in-one project management solution designed to help businesses in any industry optimize project cycles with a highly customizable interface, robust automation capabilities and extensive collaboration features. It helps you visualize tasks and project optimally with over 15 views including options like Kanban boards, Gantt charts, and calendars.No-code automation with templates and drop-down menus for increased personalization mean you can build effective workflows. Other notable features include in-card comments, custom dashboards, sprint management, in-built documents and time tracking.However, ClickUp’s feature-rich platform can also be a pitfall with some reviewers noting a steep learning curve associated with mastering its various functionalities. Additionally, the platform's tiered pricing structure might be a concern for smaller teams or organizations with limited budgets.During our test run, ClickUp scored points for its easy automation, customization to the nth level, reporting views and collaborative tools. We found it incredibly easy to build custom workflows, implement templates for a new space and keep assignees accountable with the activity stream in each card. Overall, we think ClickUp is a fantastic option for businesses of all sizes, especially if you’re looking for a highly customizable and collaborative project management platform.

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User reviews from the past year suggest that Project Insight is a comprehensive project management software that excels in its ability to streamline project management processes, enabling teams to deliver projects on time and within budget. Users praise its ease of use, comprehensive features, and ability to effectively manage resources across multiple projects. For example, one user highlighted the seamless integration of projects, sales, and invoicing, emphasizing its robustness in handling capacity and resource management. However, some users have expressed a desire for more intuitive report building capabilities and the ability to dynamically hide and unhide completed tasks without resorting to generating reports. Despite these minor drawbacks, Project Insight is highly regarded for its ability to track projects, forecast timelines, generate Gantt charts, and monitor employee time. Its strength lies in providing a centralized platform for managing all aspects of a project, from planning and scheduling to resource allocation and collaboration. This makes it particularly well-suited for teams that require a robust solution to manage multiple projects, track resources, and facilitate seamless collaboration.

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