Project management helps businesses streamline their processes so they can catch up to the fast-paced industry.
Whether you are a small business or a massive corporation owner, you can find a good project management tool designed for your needs.
There are a lot of software with good features, but somehow the free plans have limited access to the best ones.
So if you are going to invest in some software, it is best to know if it is worth your penny.
ClickUp, Asana, and Monday are some smart project management tools that may fit your needs and budget.
This article will unveil their main features, differences, and process to help you find the best tool for your business.
What is ClickUp
ClickUp is a cloud-based project management tool that help business more efficient and do better work
This tool is available for all types of businesses, regardless of your company size or industry, to promote collaboration.
It features collaboration and communications tools like dashboards, alerts, toolbars, task assignments, and more to make your team more productive.
Its free plan allows you to set unlimited tasks and add up to many users in your team for collaboration.
What is Asana
Asana is a management tool that helps teams to manage tasks through web and mobile access.
You can customize it based on your business needs as it runs as a customizable content management system (CMS).
It is an effective tool for any workplace size to streamline work projects and achieve your organizational goals.
Asana’s free plan allows you to add up to 15 users and access their basic features and solutions, which is still reasonable.
Related Reading: Trello vs. Asana – Explore The Tools Here.
What is Monday
Monday.com is a visual workspace for teams to organize and manage their work and collaborate with your team.
It is an excellent tool for people in the marketing, development, HR, operations, etc., departments to create an organized workflow.
You can store work data and then show it real-time to your team members in different figures like timelines, pies, and more.
Main Features of ClickUp, Asana, and Monday
While ClickUp, Asana, and Monday are all project management software options, they have different features that stand out.
They all have dashboards, but they have other features that you can look forward to using for your business.
ClickUp allows your team to view data in more than 15 ways, like calendars, timelines, Kanban boards, and lists.
It gives you more options to show your team a visualization of progress and to-dos while you customize it.
You can add files, widgets, and other lists to filter what you want to show and gather the information you need.
For example, these ClickUp dashboards are helpful in internal reports or reviews for tasks completed.
You can show it to your clients through a customer portal so they can communicate and collaborate with you.
Task Tray is a game-changer for ClickUp users because it helps you efficiently access your to-do list when switching tasks.
You can place your main tasks in the task tray and the Minimize Task button to know your priority tasks.
It helps you minimize, pin, and change tabs for tasks without distracting you and by providing an overview of work.
Goals Tab is a useful feature to track income, but you can also use it for sales call volumes and more.
You can build good working routines with it, like developing lessons and other beneficial goals.
Setting a new goal allows you to set a primary objective and outline targets that save time updating task statuses.
The templates feature of ClickUp helps you create standard operating procedures and other tasks and subtasks.
Their ready-to-use templates can help you set up a consistent and time-efficient outline and processes for clients.
You can customize these templates depending on who you want to show, so you get to work quickly.
The relationships feature allows you to link related projects to navigate your workspace more quickly and better.
You’ll never miss any important detail because it is visible every time you need it, especially during calls and meetings.
For example, you can link your notes from meetings that you put in ClickUp Docs to a document without searching manually.
Tracking time and using a Task Timer lets you and your team know how long you are working on projects.
It also has time estimates you can use in collaboration to see who is almost full of workload capacity.
Not only can you monitor workflows, but you can also help one another to manage workloads and avoid burnout.
Asana Dashboards are customizable, allowing you to follow each member’s task progress separately.
You can also use it to conduct group conversations because it is where you can see modification notifications.
The dashboard lets users track leads, answer client inquiries, and manage job applications.
You can entrust your essential materials and data to Asana as they have the highest security standards implemented.
It also merges with your infrastructure software because it can easily integrate with different apps and solutions.
Asana knows how valuable your conversations are because it holds project information, so they also value security.
Asana’s smart inbox is another highlight feature that can transfer your conversations without using third-party apps.
It stores the essential communication threads so everyone in the team is up-to-date, like a more organized email thread.
Everyone in the team can connect in groups or by one to share files from cloud storage.
The Activity Feed includes all your tasks and subtasks where you can tag individual users and groups.
It also has a search filter to help you find tasks easily, especially if you have a lot of ongoing and previous projects.
Asana also allows the system’s admin to manage permissions for these projects separately if needed.
You can use the Focus Mode to focus on specific tasks, particularly ones that are productive.
Once you arrange all the tasks and subtasks according to their name and deadline, you can track their progress.
You and other users in the workspace can upload files from your device or additional cloud storage.
Monday.com lets your team view the same information with different visual graphics and modifications.
To customize what you see, you can add widgets like charts, numbers, and a dozen more.
Monday, transfer your data into different styles that each member can view the best.
Monday has almost every answer to any of your queries from their FAQs pages to help you figure out their platform.
If not enough, they also have responsive 24/7 email support that you can access within the tool.
It might be impossible for you to reach this point because they have a YouTube channel, webinars, and training tools for you.
If you have tasks that you have to do repeatedly and quickly, you can do them using their user-friendly workflow automation.
They have various formulas to help trigger actions depending on your needs, like sending alerts, assigning deadlines, etc.
You can also create your automation using different buttons so you can use it for more simultaneous actions.
Monday allows you to connect with other applications to optimize the tool’s functionality.
For example, you can connect with Asana, MS Teams, Gmail, Google Drive, Slack, and more collaborative apps.
It is also easy to use because you can connect your integrated apps and trigger any message in Gmail and more.
You can customize your workspace by adding features or applications that are either free or paid.
Depending on your plan, you can use widgets, custom views, etc., from free to paid add-ons.
It has original apps specifically for Monday, so its system can easily integrate with your tools.
What is the Difference Between ClickUp vs Asana vs Monday
ClickUp is the best project management tool for startups because it is an effective tool for business development.
It has various features like customizable alerts, task assignments, reports, and task management to keep your team connected.
It is also an effective tool for projects that need tracking on their tasks and subtasks so you can produce the best results.
ClickUp is also affordable; however, it may not be as user-friendly as other tools like Asana and Monday.
It may be the newest among the bunch, but it is still efficient and does project management well, along with team collaboration.
Although you can use Asana for all industries and businesses, Asana is especially helpful for enterprise businesses.
It has a user-friendly and smooth interface which is why many users enjoy using this project management tool.
Some famous companies that use this tool are Uber and Pinterest because of its efficiency, accessibility, and convenience.
Asana is the best tool for large companies because it suits teams with project managers and developers.
Monday is your best bet for a more secure, multi-purpose project management software.
It is easy to use, seamless and operates with almost everything you need for your business and clients.
You can use it to arrange multiple projects and sort tasks and subtasks to work on them efficiently.
Some features allow you to set up resources so anyone in your team can use them during projects.
It is also accessible because you can use Monday on your desktop or mobile gadgets to bring work anywhere.
Monday allows you to work efficiently with your team or individually because of its smooth interface for more straightforward navigation.
Related Reading: Best Project Management Software – Learn More Here.
How to Use ClickUp, Asana, and Monday
Set Up Your ClickUp Account
You’ll need a ClickUp account first, which you can easily create on their website.
After confirming your account through a code sent to your email, you must customize your avatar next.
You can change the color and use a letter, for example, your initial, or upload a profile picture.
It is a helpful step because you can personalize your account if you are in more than one team so they can easily recognize you.
You have 14 color options, so you have more choices to stand out in a team workspace.
Set Your Workspace
If you are working with your team, ClickUp can help you set up your workspace with its helpful features.
When you set up your account, it is best to set it at “Me and Others,” whether you are using it alone or with others.
You can name your workspace with your business name, so if you have another workspace, you can easily find it.
After setting up your workspace, you can now add the team members that you’ll need in that specific workspace.
It is better to set up the necessary buttons and features of your workspace before adding members.
Create Your Space
Under your Workspace, you can create a space where you can customize everything depending on the complexity of your project.
It allows you to break down your groups according to their departments to organize the management of departments and customers.
Only members can access these spaces, but you can allow guests to access folders within a specific space.
Pick Your Apps and Integrations
ClickUp allows you to choose which apps you need to use to connect with your tool so you can maximize its functionality.
There are many free and paid integrations available depending on what you require and which are more efficient.
Start Up Your ClickApps
Some ClickApps start by default, but if you plan to use all your apps, it is best to start them all.
You can take note of the Tags and Priorities, but you can add other ClickApps too.
Because ClickUp uses integration to connect to other apps, you can import your tasks from another tool like Asana.
However, you may have to consider that since ClickUp is slightly different from other tools, you may need to restructure tasks.
Set Up Your Asana Account
You can set up Asana on your desktop or mobile device by connecting email addresses or signing up if you don’t have one.
Once you successfully create an account, the dashboard will appear as the first screen display.
Start a New Project
Creating a project is how to start your workflow and automatically list tasks under the project.
You can name this project and add task lists below by breaking down the tasks you need to complete a project.
Tasks are different from projects because these are smaller steps before you achieve the bigger goal, which is the project.
When you develop tasks for a project, you can use the gear button to move completed tasks into a list.
It helps you organize and identify which activities are complete and which should remain on the main task list.
You can add details and assign tasks to different people with the help of sections so you can arrange files.
For example, if you need reports from different departments, you can create a section named “Reports.”
Then, you can add tasks like “Create PPT,” “Review PPT,” and “Submit PPT” along with due dates.
Add Dependencies, Conditions, Due Dates
By assigning numbers to each task, you can order tasks so that none are skipped.
Then, you can use this number for conditions and notifications in the same workflow you created.
Conditions allow the project manager to confirm whether a task is complete before moving to the next.
Some can be mandatory, while others are optional but recommended when finishing a project.
You can also set deadlines for each task so everyone can have a clearer vision of the process and timetable.
Make Your Workflow Accessible
You can make your task list available to other people in your team or company to promote collaboration.
You can organize the project from the menu and choose “Make A Copy” to allow other members to see it.
Related Reading: Trello Vs. Asana – Explore The Features Here.
Create Your Monday Account
Like other software in this list, you must set up an account before accessing its features.
It is easy to create a Monday account; you only need a work email and password or connect with your Google account.
Set Up Your Workspace
After creating an account on Monday, you must create a workspace before proceeding.
It is like a centralized system that will keep every necessary data or information to run your business like a CRM.
These modules are essential because they are the software’s primary features, while the workspace is where you access it.
You can easily add a workspace, rename it according to your business name, and fix its privacy setting.
It can be open to all team members with a Monday account or available to only you specifically invited.
This feature helps you secure your data and filter the people who can access and edit it.
Create a Board With Groups
The next step in using Monday is creating a board as a CRM when you need it.
The board is also like a module where you start your CRM, and you can also customize it.
You can name the board, adjust its privacy, and select which you will manage, like leads or clients.
Once you have created the board, you can name and add groups that are a subset of your leads or clients.
It allows you to track them individually or separately in case you have multiple products, services, and clients.
Adjust Your Columns
Columns are the type of data or information you want to organize for your leads or clients.
It can include their contact information, lead source, and other status that you need for your business.
Monday allows you to customize it by adding new ones or editing data types like numbers, text, or people.
Some columns may need you to edit their labels, so you must add options or levels related to your data.
You can also use drop-downs so other users can select a piece of data from the list, like when you need contact information.
The status data type is where you can integrate your sales process and add stages.
Add Leads and Clients
When the information you need to collect is ready in your columns, you can start adding items like leads and clients.
You need to customize each group’s lead name, client, and other necessary details.
Once you rename it, you can change the item’s status and enter information for each category in the columns.
These data may include the date, contact information, and other details you want to track and manage.
The default view when entering data on Monday is through a spreadsheet, which makes it easier to customize.
However, when your data becomes more extensive, you may need a different style to present its visuals.
Upgrade Your Boards
It is possible to improve your board on Monday.com by integrating it with third-party apps or automation.
Some apps you can connect to are Slack, Zoom, Gmail, and other project management tools that can help you communicate, collaborate, and organize.
There is a “Integrations” and “Automations” button within Monday.com where you can perform this feature.
Integrations allow you to browse and connect external software within your tool to maximize its functionality.
Meanwhile, the automation lets you create an automated workflow like notifications, task assignments, and board adjustments.
These tabs may automatically change whenever you update the status of each task, so you don’t manually adjust it.
Run Your CRM
After completing and structuring your workspace, board, integrations, and automation, you can run it.
You can edit the ‘items’ with information and files when you contact your leads and update the sales process.
These files or documents can be contracts, applications, reports, proposals, and more necessary to your process.
You can notify your members during these updates and view activities to improve collaboration.
Related Reading: Teamwork vs. ClickUp – Learn More About The Tools Here.
Project management tools are slowly becoming essential in the business world because of their efficiency and accessibility.
It makes your work more accessible, faster, and more manageable, especially in a team setting.
However, you have to consider that these common project management tools have different strengths and weaknesses depending on your needs.
ClickUp is best if you want an affordable tool but has all the essential features to run a project.
However, if you need a tool for a large-scale enterprise, you may need to use Asana.
Monday is excellent for big companies that need a secure and seamless tool because of its user-friendly interface.
The best project management solution will always depend on your needs and budget, but if you want everything in one, Click Up is the best.