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About

Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required.

About

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams and businesses looking for an all-in-one productivity platform that combines project management, docs, chat, and AI to replace their fragmented tool stack.

Audience

Companies of all sizes that want a web-based form building solution to create surveys for data collection, or a comprehensive platform for building and deploying AI agents

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$7/user/month
Everything in Free Forever, plus:

- Unlimited Spaces, Folders, and Forms
- Unlimited Gantt Charts
- Unlimited Integrations
- Unlimited Storage
- Unlimited Custom Fields
- Native Time Tracking
- Goals & Portfolio Management
- Guests With Permission Control
- Resource Management
- ClickUp Chat
- Email in ClickUp
-Integrations like Slack, Hubspot, Google Drive, and more

and much more...
Free Version
Free Trial

Pricing

$34 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.8 / 5
design 4.7 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.6 / 5
support 4.6 / 5

Pros from Real Users

Pros

  • live chat support was genuinely useful he was patient and didn't talk down, which made the whole thing less stressful than it could have been. Once past the setup, the account has worked fine with no real issues to speak of.
  • Customization is what keeps me here. I was able to set up my workspace in a way that actually matches how my brain works rather than forcing myself into a rigid structure someone else designed. The automations took a little while to figure out but once I got them running they saved me a noticeable amount of time on repetitive follow up tasks. I also really like that I can pull up everything on my phone when I am away from my desk, the mobile experience is solid enough that I do not feel like I am missing anything important. Dashboard views give me a quick snapshot of what is overdue or coming up without having to dig around, which is exactly what I needed.
  • ClickUp has made it much easier for me to stay organized and keep track of multiple projects at once. I really like having everything in one place, tasks, deadlines, project updates, and team communication. The different views, automation options, and customization features give me a lot of flexibility to set things up in a way that works best for my workflow.
  • Great dashboard and the projects are organized in a better way for easy view. Notifications and alerts on the progress of any task or projects as per the schedule.
  • I like its customizability, which allows you to tailor workflows and dashboards to the specific needs of your team. ClickUp allows you to centralize information and collaborate in real time, which is essential for coordinating rapid responses to security incidents. In addition, the ability to set clear priorities and deadlines helps maintain focus on critical tasks, minimizing the risk of delays.
  • I like how ClickUp has really helped us solve time tracking and project management. Also it is very Collaborative with easy to use interface.
  • It is a simple tool that is accessible on mobile phone for easy schedule planning and following there are notifications for reminder if the same. It is suitable for all types of industries and all sizes of projects.
  • Workspaces offered by ClickUp are highly adaptable, with customized views like Gantt charts, calendars, lists, and boards. Teams are able to easily transition between perspectives because to this flexibility, which also fits various project management preferences.
  • The crown treasure of ClickUp? Personalisation, hehe! It changes to suit the whims of our crew like a chameleon. ClickUp dances right alongside us as we sprint through feature releases like Agile ninjas. Personalised displays, automated processes, and data-singing dashboards evoke the feeling of witnessing Gandalf perform productivity sorcery.
  • ClickUp is a reliable software that provides great customization and the ability to integrate with various third-party tools. The user interface is clean and easy to read information. The project reporting provides a detailed overview of ongoing projects. Allows to connect and share files with team members. Multiple project views like Gantt, list and chart are available. Its task assign ability helps me to assign tasks equally according to the roles.

Pros from Real Users

Pros

  • I cannot ignore the ease with which the user interface can be handled, I did not need extensive tutorials to be able to navigate within this platform. Even though it has advanced functions, there is no need to use all the tools that Jotform offers, everything can be done easily if you need to do simple tasks related to the creation of forms. It has a variety of templates that give me the ease of quickly choosing how I want to ask the questions, it also allows me to customize these templates and save them for future forms and even more so when the information is similar but with updated data or new information to be collected. I also like that the participants of the forms only receive a direct link to the form without the need for them to download anything additional or register, it is enough to simply fill out the form and once completed this is sent to the respective creators to later be analyzed according to the needs of each user. In addition, the form reports are fully detailed, thus providing a large amount of useful information for the subsequent data processing obtained by sharing the forms.
  • Jotform allows you to create custom forms quickly and efficiently. This is useful for data collection, internal surveys and incident reporting, ensuring that information is captured in a structured manner. In addition, the automatic notifications feature ensures that teams are immediately alerted to form responses
  • Wide range of plugins are available within the library which help for creating forms with powerful features such as payment collection, Sending SMS and other important features.
  • Jotform is an exceptional platform that offers a multitude of benefits to businesses of all sizes. One of the standout features of Jotform is its drag-and-drop form designer, which makes it easy to create and customize forms without any coding knowledge. This feature is especially useful for small business owners who may not have the resources to hire a web developer or designer. With Jotform's form designer, you can add different types of fields, widgets, conditions, and logic to your forms. This means that you can create forms that are tailored to your specific needs, whether you're collecting customer feedback, processing payments, or conducting surveys. Additionally, Jotform offers a huge library of themes, which you can use to further customize your forms or you can create your own theme from scratch. One of the most appealing aspects of Jotform is its generous free plan, which includes 5 forms, 100 submissions, 10 payments, and 100 MB of storage per month. This is a great option for small businesses or organizations that have limited form creation and submission needs. Moreover, the free plan removes the Jotform branding from your forms, which is a nice touch that helps to maintain your brand identity. For businesses that require more features and capacity, Jotform's paid plans offer reasonable pricing and added benefits. The paid plans include additional submissions, payments, and storage capacity, as well as access to features such as HIPAA compliance, advanced form analytics, and custom branding. This means that businesses can scale up their form creation and submission needs as they grow, without having to switch to a different platform. In addition to its impressive form creation and submission capabilities, Jotform also integrates with many popular platforms and apps. This includes PayPal, Square, Mailchimp, Google Sheets, Dropbox, Zapier, and more. Integrating Jotform with your existing workflows and tools is incredibly easy, which means that you can start using Jotform without disrupting your existing processes. One of the most exciting features of Jotform is its smart PDF feature, which allows you to import and populate PDF forms with your data. This feature is incredibly useful for businesses that deal with a lot of paperwork, as it saves time and reduces the risk of errors. Additionally, you can export your form responses as PDF files or send them via email, which means that you can easily share data with your team or stakeholders. Lastly, Jotform has a responsive and helpful support team that can assist you with any issues or questions. Whether you have technical difficulties or need guidance on how to use a specific feature, Jotform's support team is always available to help. Moreover, Jotform provides access to a community forum, knowledge base, blog, video tutorials, and webinars, which offer additional guidance and tips for using the platform effectively.
  • The creation of the forms was extremely easy, with drag and drop I can now add the different elements where the different questions of my form will be located. I have everything necessary to create forms, including conditional questions and questions that depend on the answers to other questions, this gives me a sea of possibilities when creating complex forms without having any limitation. I got good answers from Jotfrom technical support, I had complete customer service when I needed solutions to be able to correctly implement this platform within my company. The best of all is that the response time was too short since I sent my requests, when I sent my concern I received a ticket that companies with good technical support always throw automatically and after a couple of minutes I was already aware someone on the other side of the screen solving my concerns. It can be integrated with multiple platforms to achieve automation, thus being able to have a complex integration. In my case, I was able to easily integrate with MailChimp without a problem when sending forms to subscribers to be able to complete their subscription or registration within my internal system, thus being able to have potential clients to scale my company being able to reach more people. Barcodes can be uploaded to the forms, this is very important to companies that use coupons, discounts or offers on their products or for any other market research thing. Not only a barcode, but also some required proof or document that identifies the person who completes a form in case verification is required or added to a database, a basic example could be the registration to enter a company or the registry of a university tuition. There are many possibilities to use Jotform forms.
  • Compared to other forms and form builders, Jotform is WAY easier to use. They make building forms very simple and if you want to design them to fit your brand... also very easy. I'd say they are like Canva for forms. The biggest pro though is that their forms actually work and so far without fail.
  • I have tried a number of form builder software over the years but I love JotForm. It’s easy to use, naturally intuitive and nice pleasing interface. I use all types of forms and my clients love them too.
  • I've incorporated JotForm into several aspects of our small non-profit club. We've made forms for event registrations, club voting, approval-required signups, and venue rental processes. All training has been through the online tutorials and help resources. This is a robust solution to our many everyday process issues. Additionally the square payment integration has been a cost saver over our current high-fee website system. I also really like the integration capabilities.
  • One good example is a sophisticated Thanksgiving dinner order form we built for a local restaurant. There were 9 options of entrees, sides and deserts and it had to be easy to use for customers who's average age is 65+. It was a huge success for the restaurant and super easy to use for the customer!
  • We use JotForm as an online booking tool. It is easy for our clients to use and easy for us to edit. I have yet to have a form fail or glitch. This software helped set us apart from out competitors.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClickUp
Founded: 2016
United States
clickup.com

Company Information

Jotform
Founded: 2006
United States
www.jotform.com

Alternatives

Alternatives

Categories

ClickUp Super Agents are AI teammates that work autonomously inside your workspace. Assign tasks, message directly, and @mention them just like human colleagues. Agents operate 24/7 with infinite skills and memory, handling everything from intake review and project planning to weekly updates and data analysis. Build custom agents with specific instructions, tools, and knowledge bases. Agents adapt to workspace changes and learn from interactions. Unlike chatbots or copilots, Super Agents take real action: creating tasks, updating fields, posting comments, and routing work. The future of work is humans and AI agents collaborating seamlessly.

ClickUp Brain generates high-quality content directly inside your workflow. Draft blog posts, emails, social copy, product descriptions, briefs, and documentation without switching to a separate AI tool. Brain understands your workspace context, pulling from existing Docs, tasks, and brand guidelines to produce relevant, on-brand content. Edit, iterate, and refine with follow-up prompts. Generate content in task descriptions, Docs, or comments. Repurpose existing content across formats. From marketing teams scaling content production to product teams writing release notes, ClickUp AI generates content where the work already lives.

ClickUp with AI streamlines HR operations from recruiting to retention. Automate onboarding workflows, track employee lifecycle milestones, and manage performance review cycles. AI drafts job descriptions, summarizes candidate feedback, and generates onboarding checklists. Custom fields capture employee data, certifications, and development goals. Dashboards report on headcount, time-to-hire, retention, and engagement metrics. Forms handle PTO requests, feedback submissions, and internal applications. Automations trigger reminders for reviews, anniversaries, and compliance deadlines. Modern HR teams run leaner and faster with ClickUp and AI.

ClickUp Brain is AI built into your entire workflow, not bolted on. Summarize tasks, threads, and documents instantly. Auto-fill task properties based on descriptions. Generate standups and progress updates automatically. Ask questions and get answers grounded in your workspace data. Create tasks from conversations. Draft content, build templates, and surface insights without context-switching. Brain MAX adds voice interaction and advanced reasoning. Companies report saving 58 days per employee per year. Unlike standalone AI tools, ClickUp Brain has full context of your projects, people, and processes, delivering results that generic AI simply cannot match.

ClickUp combines world-class project management with AI that actually understands your projects. AI agents auto-generate project briefs, create detailed project plans from goals, produce weekly status updates, and flag risks before they become blockers. Brain answers questions about any project's status, timeline, or blockers instantly. AI auto-fills task properties, suggests assignees based on workload, and summarizes complex threads. Certified agents handle intake review, planning, and reporting autonomously. Deliver projects 35% faster with AI teammates embedded across your entire project lifecycle.

ClickUp packs every AI capability into one platform so you never need separate AI subscriptions. Content generation, summarization, task creation, knowledge retrieval, image generation, web search, voice interaction, and autonomous agents, all powered by frontier AI models with your workspace as context. Brain AI is accessible from any task, doc, chat, or dashboard. AI tools auto-fill fields, suggest priorities, draft standup reports, and answer questions about your projects instantly. One subscription replaces ChatGPT, Notion AI, and standalone AI tools while delivering better results because it knows your work.

ClickUp is the AI-native workspace where software, humans, and AI agents converge. Every feature is enhanced by Brain AI: tasks auto-populate, Docs write themselves, Dashboards surface insights, and Agents handle work autonomously. Your entire workspace, including tasks, docs, conversations, and decisions, becomes the knowledge base that powers AI responses. Connected Search indexes external tools for comprehensive answers. Super Agents operate as always-on teammates with infinite memory. One AI-powered workspace replaces the stack of disconnected tools and generic AI subscriptions. This is what work looks like when AI is built in, not bolted on.

ClickUp Brain is a full AI writing assistant embedded in your work platform. Draft emails, blog posts, product copy, briefs, documentation, and social content without switching tools. Brain draws on your workspace context, including existing Docs, tasks, brand voice, and project details, to produce relevant, on-brand writing instantly. Edit inline, iterate with follow-up prompts, and refine tone or length in seconds. Generate content in Docs, task descriptions, comments, or Chat. Repurpose long-form content into summaries, bullets, or social posts. AI-powered grammar, style, and clarity suggestions polish everything you write. From marketing teams scaling content output to PMs writing specs, ClickUp replaces standalone AI writing tools with one that already knows your work.

ClickUp connects daily execution to strategic outcomes with Goals, Dashboards, and real-time rollups. Set company, department, and team OKRs with measurable targets that update automatically as tasks complete. Dashboards visualize KPIs across every business function without manual data entry. AI surfaces trends, risks, and progress summaries. Portfolio views give leadership visibility across all initiatives. Custom fields track revenue, costs, and business metrics directly on tasks. From quarterly planning to daily standups, ClickUp ensures every team's work ladders up to what the business actually needs.

ClickUp manages campaigns end-to-end: planning, execution, creative production, approvals, and performance tracking. Organize campaigns in Folders with lists for each channel or workstream. Gantt charts map dependencies and timelines. Board views track asset production stages. Custom fields capture budgets, UTMs, audience segments, and KPIs. Automations trigger handoffs between teams and route approvals. Dashboards roll up campaign metrics across channels. Templates standardize launch processes so every campaign runs consistently. Connect to your marketing stack via 1,000+ integrations. One workspace for every campaign, every channel, every team.

ClickUp lets you build and deploy AI-powered chatbots directly inside your workspace with Super Agents. Create custom agents that answer questions, triage requests, route work, and take action, all grounded in your workspace data. No separate chatbot platform needed. Agents respond in Chat, comments, and DMs with full context of your projects, processes, and documentation. Set custom instructions, knowledge bases, and tool access for each agent. Unlike generic chatbots, ClickUp agents understand your team's work and can create tasks, update fields, and trigger workflows based on conversations. From customer-facing support to internal help desks to automated intake, ClickUp chatbots deliver intelligent, context-aware responses that actually get work done.

ClickUp checklists bring structure to any task without the overhead of subtasks. Add multiple checklists per task with named groups for different process stages. Assign individual checklist items to team members with due dates. Track completion progress at a glance. Use checklist templates to standardize recurring processes like launch checklists, QA steps, or onboarding sequences. Nest items for detailed breakdowns. Dashboards report on checklist completion across projects. From daily routines to complex multi-step procedures, ClickUp checklists ensure nothing falls through the cracks.

ClickUp is where teams actually work together, not just talk about work. Real-time collaborative Docs, Whiteboards, threaded comments, @mentions, and built-in Chat eliminate tool-switching between project management, messaging, and documentation. Assign comments, share screen recordings, proof creative assets, and co-edit documents simultaneously. AI-powered Brain answers questions from your entire workspace context. Every conversation lives next to the work it's about, so nothing gets lost in a separate app. From async updates to live brainstorming, ClickUp makes collaboration seamless across teams, time zones, and departments.

ClickUp doubles as a flexible contact management system using custom fields and relationship features. Store contacts as tasks with fields for email, phone, company, role, deal value, and any custom attribute. Relationship fields link contacts to deals, projects, and accounts. List and Table views create sortable, filterable contact databases. Forms capture new contacts automatically. Automations trigger follow-ups and reminders. Dashboards visualize your contact pipeline and engagement metrics. No rigid CRM schema, just a flexible system that adapts to how your team manages relationships, all connected to your actual work.

CRM

ClickUp adapts into a powerful CRM without the bloated pricing of dedicated platforms. Track leads, deals, and accounts using custom fields, relationship fields, and flexible list views. Build sales pipelines with drag-and-drop Board views, automate follow-up reminders, and log communications in task comments. Dashboards visualize pipeline value, win rates, and rep performance in real time. Email integration, form capture, and 1,000+ integrations keep your CRM connected to every touchpoint. Scale from startup to enterprise with custom statuses, automations, and AI-powered insights, all inside the same platform your team already uses for projects.

ClickUp Dashboards give you real-time visibility into every metric that matters. Build custom dashboards with 50+ card types including time tracking, sprint velocity, workload, goals, and portfolio rollups. Drag-and-drop widgets pull live data directly from your tasks and projects, so reports are always current without manual updates. Add charts, progress bars, tables, and embedded views. Share dashboards with stakeholders for instant alignment, or keep them private for personal tracking. Whether you need executive summaries, team performance overviews, or project health snapshots, ClickUp Dashboards deliver insights in seconds, not hours.

ClickUp streamlines design workflows from concept to delivery. Manage design requests with intake forms, track projects through review stages, and proof creative assets with built-in annotation tools. Whiteboards enable collaborative wireframing and ideation. Embed Figma files directly in tasks for seamless handoff. Version control attachments and centralize feedback in threaded comments. Custom fields track design type, brand, dimensions, and approval status. Dashboards visualize team workload and turnaround times. From brand design to UX to marketing creative, ClickUp keeps designers and stakeholders aligned without the tool sprawl.

ClickUp helps educational institutions and teams manage curricula, courses, research projects, and administrative workflows in one platform. Organize by department, course, or semester using Spaces and Folders. Track assignments, deadlines, and milestones with task dependencies and Calendar views. Docs store lesson plans, syllabi, and research notes. Whiteboards enable visual collaboration and brainstorming. Forms handle student submissions and administrative requests. Dashboards report on progress and workload. From university research labs to K-12 administration to corporate training teams, ClickUp adapts to any educational workflow.

ClickUp's Gantt charts turn complex projects into clear visual timelines. See tasks, dependencies, milestones, and critical path in one interactive view. Drag-and-drop to reschedule tasks and automatically adjust dependent timelines. Color-code by status, priority, or assignee. Zoom from daily to yearly views. Track planned vs. actual progress with progress percentage overlays. Filter by team, project phase, or custom field. Export for stakeholder presentations. Unlike standalone Gantt tools, ClickUp's charts are connected to live task data, so your timeline always reflects reality. Plan, adjust, and deliver on schedule.

ClickUp gives ideas a place to live, evolve, and become real projects. Capture ideas from forms, Whiteboards, Docs, or chat and organize them in dedicated lists with custom fields for impact, effort, and priority. Vote on ideas with custom fields or reactions. Use Board views to move concepts through stages from raw idea to validated to in-progress. AI helps brainstorm, expand, and refine ideas on demand. Link approved ideas directly to tasks and projects so execution is one click away. Stop losing ideas in Slack threads and email chains; centralize innovation where your team already works.

ClickUp handles issue tracking with the depth of dedicated bug trackers and the flexibility of a full work platform. Log issues via forms, email, or integrations. Custom fields capture severity, environment, reproduction steps, and affected versions. Board views visualize issue status at a glance. Automations route issues to the right team, escalate by priority, and notify stakeholders on resolution. Link issues to sprints, epics, and releases. Dashboards track resolution time, backlog age, and team throughput. From software bugs to customer support tickets to internal requests, ClickUp tracks every issue to resolution.

ClickUp's Board view delivers powerful Kanban workflows that go far beyond basic card-and-column tools. Drag tasks through custom statuses, group by priority, assignee, tag, or any custom field. Set WIP limits, add swimlanes, and filter to focus on what matters. Each card shows key details at a glance: assignee, due date, priority, subtask progress, and custom fields. Automations trigger when cards move between columns. Multiple Board views per list give different perspectives without duplicating work. From software development to content production to sales pipelines, ClickUp Kanban keeps work flowing.

ClickUp powers marketing teams from strategy to execution in one platform. Plan campaigns, manage content calendars, track deliverables, proof creative assets, and measure results without juggling separate tools. Kanban boards visualize content pipelines, Gantt charts map campaign timelines, and Dashboards report on KPIs in real time. Built-in Docs handle briefs and copy. Forms capture requests from stakeholders. Automations route approvals and update statuses. AI drafts copy, generates briefs, and summarizes performance. From brand teams to growth marketers, ClickUp keeps every asset, deadline, and stakeholder aligned.

ClickUp's Calendar view gives marketing teams a visual timeline of every campaign, content piece, and launch date. See deadlines, publish dates, and events across all marketing workstreams in one unified calendar. Filter by channel, campaign, content type, or team. Drag-and-drop to reschedule. Color-code by status or category. Sync with Google Calendar for external deadlines. Combine with Gantt view for campaign dependency mapping. Dashboards track content velocity and deadline adherence. From editorial calendars to campaign launch schedules to social media planning, ClickUp replaces standalone marketing calendar tools.

ClickUp gives operations teams a single source of truth for processes, resources, and performance. Map workflows with custom statuses and automations. Track SOPs in Docs. Monitor team capacity with Workload views. Dashboards surface bottlenecks, throughput metrics, and SLA compliance in real time. Custom fields capture cost centers, vendors, locations, and KPIs specific to your operations. Recurring tasks automate routine processes. Dependencies ensure correct sequencing. From supply chain coordination to facility management to internal service delivery, ClickUp scales operational excellence across the organization.

ClickUp Docs is purpose-built for process documentation that stays connected to execution. Write SOPs, playbooks, and procedures in rich documents with nested pages, tables, and embedded content. Link directly to the tasks and workflows each document describes. AI generates and updates documentation from your existing processes. Version history tracks changes. Share with permissions controls. Embed Docs in tasks so teams access procedures at the point of work. Unlike standalone wikis, ClickUp Docs live inside your work management platform so documentation stays current as processes evolve.

ClickUp is the everything app for work, purpose-built to maximize productivity. Consolidate tasks, docs, chat, goals, and time tracking into one platform, eliminating app-switching that costs teams hours per week. AIpowered Brain automates summaries, drafts content, creates tasks from conversations, and answers questions from your workspace context. Automations handle repetitive work. Templates accelerate recurring processes. Personal views, priorities, and notifications keep individuals focused while teams stay aligned. Companies report saving 58 days per employee per year after switching to ClickUp. One platform, infinite productivity.

ClickUp is the world's most powerful and flexible project management platform. Manage tasks, timelines, resources, and budgets in one place with 15+ views including List, Board, Gantt, Calendar, and Timeline. Custom statuses match your exact workflow. Dependencies, milestones, and critical path tracking keep projects on schedule. AI agents handle project briefs, weekly updates, and risk identification autonomously. Real-time Dashboards give stakeholders instant visibility. From agile sprints to waterfall plans to hybrid approaches, ClickUp adapts to any methodology while keeping all project data, docs, and communication unified.

ClickUp gives portfolio managers a single pane of glass across all initiatives. Organize projects in Spaces and Folders that roll up to portfolio-level Dashboards. Track status, health, budget, timeline, and resource allocation across every project simultaneously. Custom fields capture strategic alignment scores, ROI projections, and risk levels. Goals and OKRs connect project outcomes to business objectives. AI summarizes portfolio health and surfaces at-risk projects. Compare planned vs. actual timelines and budgets. From PMO governance to executive reporting, ClickUp delivers portfolio visibility that drives better investment decisions.

ClickUp turns your work data into actionable reports without spreadsheets or third-party BI tools. Built-in reporting spans time tracking, workload distribution, sprint burndown, goal progress, and team productivity. Dashboards with 50+ widget types let you slice data by assignee, status, priority, date range, or custom fields. Real-time rollups aggregate data across projects and teams automatically. Export reports or share live dashboard links with stakeholders. AI-powered summaries surface trends and blockers instantly. From weekly standups to board-level portfolio reviews, ClickUp reporting keeps everyone informed with zero manual effort.

ClickUp gives managers clear visibility into who's doing what and whether capacity matches demand. Workload views show each team member's allocation across all projects in real time. Time estimates and tracking reveal planned vs. actual effort. Dashboards surface over-allocated and under-utilized team members. Drag-and-drop reassignment balances workload instantly. Custom fields track skills, availability, and cost rates. From sprint planning to annual capacity forecasting, ClickUp ensures you're deploying your people where they create the most value without burning them out.

ClickUp handles service requests from submission to resolution with forms, automations, and SLA tracking. Intake forms capture request details and auto-create tasks with proper categorization. Automations route requests to the right team based on type, priority, or department. Custom statuses define your resolution workflow. SLA-based due dates and escalation automations ensure timely responses. Dashboards report on volume, response time, resolution time, and satisfaction. From IT help desks to facilities requests to internal service teams, ClickUp delivers structured request management without a dedicated ticketing tool.

ClickUp offers the most feature-rich task management on the market. Create tasks with descriptions, subtasks, checklists, attachments, custom fields, dependencies, and time estimates. Organize with statuses, priorities, tags, and multiple assignees. View tasks in List, Board, Calendar, Gantt, or Table. Automate repetitive actions like status changes, assignments, and notifications. AI creates tasks from conversations, suggests priorities, and auto-fills properties. Recurring tasks handle routine work. Batch edit hundreds of tasks at once. From personal to-dos to enterprise workstreams, ClickUp task management scales without limits.

ClickUp has native time tracking built directly into every task, no third-party tool needed. Start and stop timers, log time manually, or add entries retroactively. Track billable vs. non-billable hours. Set time estimates and compare planned vs. actual effort. Rollup reports show time by project, assignee, tag, or date range. Dashboards visualize team utilization and profitability. Integrations sync with payroll and invoicing tools. Mobile apps track time on the go. From freelancers tracking billable hours to enterprises analyzing resource allocation, ClickUp time tracking gives you accurate data where the work actually happens.

ClickUp brings visual collaboration into your work platform with Whiteboards, mind maps, and real-time coediting across Docs and tasks. Brainstorm on infinite canvases, map processes with flowcharts, wireframe interfaces, and plan visually with sticky notes and connectors. Convert any visual element into a tracked task. Embed live views, documents, and images directly on Whiteboards. Multiple teammates collaborate in real time from anywhere. Proof and annotate creative assets with markup tools. Unlike standalone visual tools, everything in ClickUp connects to execution so ideas become action.

ClickUp Whiteboards are the only infinite canvas that connects directly to your task and project management. Brainstorm, diagram, wireframe, and plan visually, then convert shapes and sticky notes into tracked tasks with one click. Real-time collaboration lets distributed teams ideate together. Embed Docs, tasks, and live views directly on the canvas. Use AI to generate diagrams and expand ideas. Link whiteboard elements to existing work so planning connects to execution. From sprint retrospectives to product roadmaps to strategic planning, ClickUp Whiteboards turn ideas into action without leaving your workspace.

ClickUp lets you design, automate, and optimize any workflow without code. Custom statuses define your exact process stages. Automations trigger actions based on status changes, due dates, assignments, or field updates. Dependencies and task relationships enforce correct sequencing. Templates standardize repeatable workflows. Board views visualize flow and identify bottlenecks. AI agents handle routine workflow steps autonomously. From simple approval chains to complex multi-team processes with conditional logic, ClickUp adapts to how your team actually works instead of forcing rigid structures.

ClickUp helps organizations plan, track, and optimize their workforce across teams and departments. Workload views display team capacity and assignments in real time. Time tracking captures hours by project, client, or task category. Custom fields manage employee attributes like skills, certifications, departments, and locations. Dashboards report on productivity, utilization rates, and goal completion. Automations handle recurring scheduling, reminders, and escalations. From shift coordination to skills gap analysis to performance tracking, ClickUp provides the visibility managers need to keep teams productive and engaged.

Categories

Jotform AI Agent Builder is a powerful tool that allows businesses to create and customize AI-powered customer service agents without coding. With this tool, businesses can easily design AI agents that handle tasks like guiding users through forms, answering frequently asked questions, scheduling appointments, and sending automated emails. The AI agents can be deployed across various communication channels, including phone, chat, and messaging apps like WhatsApp and Messenger. Jotform AI Agent Builder provides complete customization options, enabling businesses to adjust the agent’s tone, behavior, and appearance to align with their brand. With multi-language support and 24/7 availability, these AI agents improve efficiency, reduce response times, and enhance customer satisfaction.

Jotform AI Agents are advanced automated customer service tools designed to provide real-time assistance across multiple channels, including phone, chat, voice, and messaging apps like WhatsApp and Messenger. Trusted by over 25 million users worldwide, Jotform enables businesses to integrate AI-driven agents into their workflows without any coding. The AI agents can handle tasks like guiding users through form-filling, answering queries, and automating tasks such as scheduling and sending emails. With over 7,000 templates to customize the agent’s appearance and interaction style, businesses can personalize their AI agents to reflect their brand. Jotform's AI-powered Agents ensure efficiency by providing 24/7 support, reducing response times, and improving customer satisfaction with multi-language support and real-time monitoring.

Jotform AI Agents are automated tools designed to provide real-time, intelligent customer support across multiple channels, including phone, chat, and messaging apps like WhatsApp and Messenger. These AI agents can handle tasks such as guiding users through forms, answering questions, and automating processes like scheduling appointments. Businesses can fully customize their AI agents’ appearance and behavior to match their brand identity. With multi-language support and 24/7 availability, Jotform AI Agents improve customer satisfaction, reduce response times, and streamline workflows. Additionally, they integrate seamlessly with forms to ensure accurate data collection and enhanced user experience.

Jotform Apps is a no-code, drag-and-drop platform that allows businesses to create fully customizable apps without needing any programming knowledge. Users can combine forms, widgets, and integrations into one seamless app, ideal for collecting data, scheduling appointments, processing payments, and automating workflows. Businesses can personalize their apps with logos, colors, and branding elements, and easily share them through links, QR codes, or social media. The apps can be downloaded on smartphones, tablets, or desktops, providing a simple and efficient way to collect information from users anytime, anywhere. Jotform also offers over 600 templates to jump-start app creation for various business needs.

Jotform Sign provides an easy-to-use electronic signature solution that allows businesses to create, share, and collect signatures on documents in minutes. With Jotform Sign, you can quickly turn PDFs into e-sign documents and securely collect signatures anytime, anywhere. The platform also offers automated workflows, where documents can be sent for signing and then stored in your cloud storage for easy access. Businesses can build customized documents, add signature fields, and send them to multiple signers with just a few clicks. Jotform’s secure platform ensures the signatures are legally binding and compliant with various regulations like eIDAS, e-SIGN Act, and UETA.

Jotform Store Builder allows businesses to create an online store quickly and easily, with no coding required. The drag-and-drop builder lets users customize their store, upload products, set prices, and create a personalized shopping experience. Businesses can sell products, services, and subscriptions, accept donations, and process payments through 40+ payment gateways like PayPal and Stripe. The platform also offers features like order management, real-time push notifications for sales, and a seamless checkout experience without the need for customers to create accounts. With over 300 store templates and integration options, Jotform helps businesses launch their online stores effortlessly and securely.

NPS

Jotform is an easy-to-use, no-code platform trusted by over 30 million users worldwide, offering a powerful form builder to help businesses collect data efficiently. With over 10,000 templates, you can create customized forms, surveys, and online stores for leads, payments, registrations, and more, without any coding. Jotform integrates seamlessly with over 150 business apps like CRMs, email services, and payment gateways to automate your workflows. Additionally, Jotform’s AI Agents can automate customer support by guiding users, answering questions, and ensuring smooth form submissions. Jotform also offers tools to turn collected data into actionable reports, PDFs, and automated approval workflows, improving productivity and reducing manual work.

PDF

Jotform PDF Editor allows businesses to easily create professional PDF documents from collected form responses. With its drag-and-drop interface, users can design custom PDFs, turning data into polished invoices, contracts, event registrations, and more. Choose from 1,700+ templates, or create a new document from scratch, and seamlessly share PDFs via email, cloud storage, or social media. The platform supports fillable PDF forms, offering customization, e-signatures, and conditional logic, and ensures that your documents look professional and are easy to distribute. It also enables businesses to automatically create PDFs for each form submission, saving time and improving workflow efficiency.

Jotform Tables is an all-in-one platform designed to help businesses collect, organize, and manage data efficiently. With this tool, users can seamlessly collect data via forms, import existing information, or manually enter new entries into custom tables. Jotform Tables allows for easy collaboration, with the ability to share workspaces and track progress in real time. Advanced features like column types, customizable views, and automated workflows help businesses manage their data more effectively. The platform also enables automatic PDF creation, easy export of data, and integration with over 200 apps to streamline data management and improve team efficiency.

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Idea Management Features

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Productivity Features

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management Features

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Feedback Features

Alerts / Notifications
Behavior Analytics
Bug Reports
Community Feedback Tools
Live Chat
Negative Feedback Management
Net Promoter Score (NPS)
Screenshot / Screen Capture
Surveys
User Testing Tools
Video Feedback
Visual Feedback Tools
Voice of the Customer (VoC)
Website Feedback

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Employee Engagement Features

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Employee Recognition Features

eCards
Goals
Leaderboards / Activity Tracking
Manager-to-Peer Recognition
Mention Management
Nominations
Peer-to-Peer Recognition
Performance Management
Rewards Catalog
Rewards Points
Social Recognition

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Government Features

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

HIPAA Compliance Features

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management

Higher Education Features

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

Market Research Features

Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management

No-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

PDF Features

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Registration Features

Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback

Survey Features

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

eCommerce Features

Catalog Management
Channel Management
CRM
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Integrations

5X
AccessOwl
Automatisch
Box
COZYROC SSIS+ Suite
Causal
Evernote
Gmail
HubSpot CRM
HubSpot Customer Platform
KonnectzIT
Latenode
Motileo
Pinpoint
Quickwork
Runrun.it
Stackreaction
StarfishETL
String
Trello

Integrations

5X
AccessOwl
Automatisch
Box
COZYROC SSIS+ Suite
Causal
Evernote
Gmail
HubSpot CRM
HubSpot Customer Platform
KonnectzIT
Latenode
Motileo
Pinpoint
Quickwork
Runrun.it
Stackreaction
StarfishETL
String
Trello