| | Free Forever plan available. Paid from $7/user/month (Unlimited, annual) | $10.99/user/month (Starter, annual) |
| No free plan (7-day trial available) | Free Forever plan (unlimited members, 60MB storage) | Free plan for up to 10 users |
| | Free Forever plan available (no trial needed) | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | 15+ views (List, Board, Gantt, Timeline, Calendar, Mind Map, Workload) with custom statuses and dependencies | Multiple views with dependencies |
Project roles and permissions | Control exactly who can view or edit each part of a project | Granular permissions per Space, Folder, and List. Custom roles on Enterprise | You can control project access per user and team |
| Unlimited boards to run parallel workflows in the same project | Multiple Lists per Space with Board, List, and other views per List | You can create multiple boards per project |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project boards | You can embed read-only project views |
| Read-only public links for sharing progress without risk | Share views via public link (read-only, Business+ plans) | You can share project links publicly |
Project stages and milestones | Define custom project lifecycles for different types of work | Custom statuses per List, milestones via Milestone task type, and sprint management | You can define custom sections and milestones |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | No proposals, contracts, or invoicing features | |
Custom project data fields | Track, sort, filter, and report on custom project data | Custom fields on all paid plans (text, number, dropdown, date, checkbox, and more) | Full custom field support |
| Drag-and-drop tasks across customizable columns | Board view with drag-and-drop and custom columns | You can manage tasks in Kanban boards |
| Bulk-edit tasks like a spreadsheet | Table view with sortable, filterable columns and bulk editing | You can view tasks in table format |
| Clean task lists with clear hierarchy | List view is the default task view | You can view tasks in lists |
| See tasks and deadlines on a calendar | Calendar view for tasks and deadlines | You can view tasks on a calendar |
| Plan work visually with task order and dependencies | Gantt chart with dependencies, milestones, and critical path | Timeline view functions as a Gantt chart |
| Break work down into multiple nested levels | Nested subtasks with multiple levels and checklists | You can break tasks into subtasks |
| Turn emails into tasks without manual copying | Create tasks from emails via email-to-task integration | |
| Keep discussions tied directly to each task | Threaded comments with @mentions and reactions on tasks | You can comment directly on tasks |
| Store files directly on the task they belong to | File attachments on tasks with drag-and-drop | You can attach files to tasks |
| Define priority levels that fit your workflow | 4 priority levels (Urgent, High, Normal, Low) with color coding | Priorities must be modeled using custom fields |
Task labels & color coding | Use unlimited labels to visually organize tasks | Tags with color coding and custom labels | You can tag tasks and use color labels |
| Assign tasks to one or multiple teammates | Multiple assignees per task | You can assign tasks to multiple teammates |
| Reuse task-level structures across projects | Task templates and project templates with full structure | You can reuse task and project templates |
| Control access at the individual task level | Permissions at Space and Folder level (not per-task) | Permissions apply at project level, not per task |
| Prevent work from starting out of order | Waiting on, Blocking, and Linked task dependencies with auto-rescheduling | You can define task dependencies |
| Automate repeating work with flexible schedules | Recurring tasks with flexible schedules (daily, weekly, monthly, custom) | You can create recurring tasks |
| Add task-level fields for tracking custom details | Custom fields on tasks (text, number, dropdown, date, checkbox, and more) | Full custom field support |
| Easily track time using timers or manual entries | Built-in time tracking with timer and manual entry (Unlimited plan and above) | Native time tracking (Advanced plan only, $24.99/user/month) |
| Log time directly against tasks and subtasks | Track time per task with start/stop timer | Requires external tools or custom fields |
| See time spent per project and per client | Time tracked per project with rollup reports | Requires reporting tools or integrations |
| Clearly separate billable and non-billable time | Billable and non-billable categorization with time estimates | Asana does not track billable time |
| Turn tracked time into invoices without extra steps | No invoicing feature (cannot convert time to invoices) | |
| View detailed time reports by task, project, or client | Timesheet reports with filters by member, project, and date range | Requires third-party tools |
| See how each team member tracks their time | Team timesheets with member-level views and weekly breakdown | |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | | Asana is for task management only |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | | |
Reusable proposal templates | Reuse proven proposal layouts across clients | | |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | |
Live messenger on proposals | Answer questions directly while clients review proposals | | |
| Move from proposal to contract, invoice, or booking automatically | | |
Convert proposal to invoice | Create invoices directly from approved proposals | No proposal or invoicing feature | |
| Offer upsells and add-ons directly inside proposals | | Pricing packages are not supported |
Interactive pricing tables | Let clients choose options before approving | | Pricing tables are not supported |
Dynamic data and variables | Auto-fill proposal content with client and project data | | |
| Automatically expire proposals after a set date | | |
| | | Tasks and projects can be exported, not proposals |
| Create reusable proposal sections you can reuse on demand | | Proposal blocks are not supported |
Legally binding e-signatures | Collect secure electronic signatures on proposals | | E-signatures are not supported |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | | Proposals are not supported |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | No contract management feature | Asana does not handle contracts |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | No contract management feature | |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | No contract or e-signature feature | E-signatures are not supported |
Multi-signature / signees | Collect signatures from multiple people on the same contract | No contract or e-signature feature | |
Reusable contract templates | Reuse contract structures to create new agreements faster | No contract management feature | |
Auto-reminders automation | Automatically follow up until contracts are signed | No contract management feature | |
| Auto-fill contract content with client and project data | No contract management feature | |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | No contract management feature | Contracts cannot trigger workflows |
| See when contracts are opened and reviewed | No contract management feature | |
PDF download with signature certificate | Download signed contracts with official proof of signature | No contract management feature | |
Custom signer data fields | Collect structured signer information during signing | No contract management feature | |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | No contract management feature | Contracts are not supported |
Create invoices and get paid | Send invoices and collect payments in one connected flow | No invoicing or payment collection feature | Asana does not handle billing |
| Match invoices to your brand with custom logos, colors, and layout | | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | | Invoices are not supported |
| Edit pricing, quantities, descriptions, and structure freely | | |
Item or invoice discounts | Apply discounts at the item or full invoice level | | |
| Create tax rules that match your location and use case | | |
| Accept bank transfers for lower-fee payments | No payment collection feature | Asana does not process payments |
| Accept credit and debit cards instantly | No payment collection feature | Asana does not process payments |
| Collect in-person payments when needed | No payment collection feature | Asana does not process payments |
| Let clients pay using PayPal | No payment collection feature | Asana does not process payments |
Flexible partial payments | Collect deposits and split payments across milestones | No invoicing or payment feature | Payments are not supported |
| Break invoices into scheduled installments | No invoicing or payment feature | |
Automated recurring invoices | Automatically send invoices on a recurring schedule | | |
| Manage ongoing client subscriptions and billing | No invoicing or subscription feature | Subscriptions are not supported |
Automated payment reminders | Follow up automatically until invoices are paid | | Payments are not supported |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | | |
Multiple currency support | Bill clients globally in their local currency | | Payments are not supported |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | | Contracts cannot trigger workflows |
| See when invoices are opened and paid | | |
Built-in expense tracking | Track project-related costs alongside invoices | No expense tracking feature | |
| Collect upfront payments before work starts | | |
Auto-invoice billable time | Turn tracked time into invoices automatically | | |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | | Invoices are not supported |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | ClickUp Chat for team messaging (no unified client email inbox) | Task comments act as a shared activity feed |
| Connect and manage all your email accounts in one place | Email-to-task and email notifications (no full inbox sync) | Email-to-task is supported |
| Add real-time chat to your website and client portals | No embeddable live chat widget | Live chat is not supported |
| Message teammates privately without leaving your workspace | ClickUp Chat with direct messages, threads, and @mentions | Messaging exists via comments, not chat |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Task comments and Chat threads tied to projects | Comments stay attached to tasks and projects |
| Create shared spaces for team-wide discussions | ClickUp Chat channels per Space (not customizable team channels) | Channel-based chat does not exist |
| Organize channels by team, topic, or workflow | Chat channels per Space (limited customization) | Channels are not supported |
| Notify teammates instantly inside conversations | @mentions in task comments and Chat | You can mention users in comments |
| See when messages are read | | Read receipts are not supported |
| Share files directly inside conversations | File sharing in ClickUp Chat and task comments | Files attach to tasks, not chat threads |
| Collaborate on incoming emails as a team | | |
| Access and respond to messages on mobile | ClickUp mobile app includes Chat and notifications | Mobile app includes inbox |
| Reply from your email client and keep conversations synced | Email replies create task comments (no unified inbox sync) | Email replies create tasks |
| Keep all client and project files in one organized place | File attachments on tasks. ClickUp Docs for collaborative documents (no dedicated file manager) | Files are stored within tasks and projects |
Advanced folder organization | Organize files by project, client, or structure you choose | Spaces, Folders, and Lists hierarchy (not file folders) | Section-based, relies on cloud integrations |
| Control who can view or edit folders | Space and Folder-level permissions control file access | Project-level permissions only |
| Group files by person when needed | Files are task-attached, not person-based | Files are task-attached, not person-based |
| Keep files scoped to each project | Files organized within tasks and Spaces | Files attach to projects and tasks |
| Preview files instantly without downloading | In-app file previews for images and documents | Preview via cloud integrations |
| Capture file metadata you can sort and filter | No custom file metadata fields | You can create and reuse custom fields |
| Create and edit documents directly inside Plutio | ClickUp Docs with rich text editor, nested pages, and wiki-like structure | No built-in document editor |
Comments on files and docs | Leave comments directly on files and documents | Comments on Docs with @mentions and resolved threads | Comments on task attachments |
| Move, tag, or manage many files at once | | Select multiple via integrations |
| Find files quickly using search and filters | Search across tasks, Docs, and files | Search across projects and files |
| Sync files with Google Drive or Dropbox | Google Drive, Dropbox, OneDrive, and Box integrations | Google Drive, Dropbox, OneDrive |
| Restrict access with permissions or passwords | Space and Folder-level permission controls | Project-level permissions |
| Share files externally with controlled access | Share Docs via public link (no per-file sharing links) | |
| Let clients book meetings directly without back-and-forth emails | No native booking or scheduling system (Calendar view for tasks only) | Asana does not have scheduling |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | |
Advanced availability management | Define flexible availability rules applied automatically to bookings | | Scheduling is not supported |
| Add buffer time automatically between meetings | | Scheduling is not supported |
| Create unlimited booking types with different rules and setups | | Scheduling is not supported |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Google Calendar and Outlook sync (for task calendar, not scheduling) | Read-only calendar integration |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | Scheduling is not supported |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | Scheduling is not supported |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | Contracts cannot trigger workflows |
| Send automatic reminders without manual follow-ups | Task reminders available (no booking reminders) | Reminders exist for tasks only |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Automatic timezone detection per user | Handled by external calendars |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | No booking or payment feature | |
| Build booking forms with full control over questions and layout | | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | Scheduling is not supported |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | | Scheduling is not supported |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Automation builder with 100+ templates and conditional logic (Business+ plans) | 70+ rule templates with AI Smart Rules |
| Start workflows from real events across projects, clients, and payments | Trigger-based automations from status, assignee, priority, and custom field changes | Rules allow task-based automation |
| Run workflows on schedules you control, not fixed intervals | Recurring task scheduling (no independent time-based triggers) | Possible via rules and integrations |
| Chain multiple actions into one continuous automation | Multi-step automations with multiple actions per trigger | Complex logic requires integrations |
| Create conditional paths instead of one-size-fits-all flows | Conditional logic with if/then branching (Business+ plans) | Limited logic without integrations |
| Add precise timing between steps, down to minutes or days | No delay-based automation actions | Delayed rules are supported |
| Create, update, or move records automatically across the system | Auto-create tasks, update statuses, and assign members via automations | |
| Reorganize work automatically without manual cleanup | Move tasks between lists and duplicate tasks via automations | Tasks and projects can duplicate |
| Automatically archive or remove records based on rules | Archive tasks manually (no auto-delete rules) | Deletion requires manual confirmation |
| Trigger or receive real-time events from external systems | Full REST API and webhooks available | |
| Send automated emails tied to real workflow events | Email notifications via automations (no custom email templates in automations) | Emails require integrations |
| Add notes or comments automatically where work happens | Auto-comment via automations | |
| See exactly what ran, when, and why | Automation activity logs available | |
| Pass data between steps dynamically without manual mapping | Variables in task templates (no dynamic automation variables) | Variables exist inside rules |
| Run workflows that span projects, tasks, proposals, invoices, and more | Automations limited to tasks, statuses, and assignees (no cross-entity scope) | |
| Build fully branded forms that match your workflow and client experience | ClickUp Forms (1 free form on Free plan, unlimited on paid plans) | |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Form builder with field configuration (no full drag-and-drop layout control) | |
| Reuse form structures without rebuilding from scratch | Form templates reusable across Spaces | Internal intake forms exist |
| Collect structured data you can sort, filter, and report on | Custom fields on forms (text, dropdown, date, number, and more) | You can create and reuse custom fields |
| Show or hide fields based on responses, not static forms | Conditional logic on forms (Business+ plans) | Conditional logic is limited |
Instant email notifications | Get notified immediately when forms are submitted | Email notifications on form submission | |
| Trigger automated workflows when a form is submitted | Form submissions create tasks and trigger automations | Contracts cannot trigger workflows |
| Embed forms anywhere without layout restrictions | Forms can be embedded on websites via iframe | Forms can be shared via links |
Advanced field preferences | Control required, hidden, and default field behavior | Required/optional field settings (basic) | |
Comprehensive field types | Collect text, files, dates, selections, and more | Text, number, date, dropdown, checkbox, email, phone, and file upload fields | Many field types via custom fields |
| Collect legally binding signatures directly inside forms | No signature field on forms | Signatures are not supported |
| Accept file uploads as part of form submissions | File upload fields on forms | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Custom thank-you message (no URL redirect) | |
| Manage contacts and companies in one connected system | No native CRM (use custom fields, statuses, and List views to build a DIY contact tracker) | |
| Track organizations, not just individual contacts | No dedicated company records (model companies as tasks or folders with custom fields) | Companies are not modeled |
Custom contact data fields | Collect and manage structured contact data you define | Custom Fields on tasks (text, dropdown, number, date, and more on all plans) | CRM structure does not exist |
Complete activity timeline | See every interaction with a client in one place | Task activity log per item (not a CRM-style contact timeline) | Activity is task-based only |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Tags and Custom Fields on tasks (no dedicated contact segmentation) | Tags exist via custom fields |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | ClickUp Docs with nested pages, wiki mode, and shareable links (all plans) | Pages exist but are not client-facing |
Beautiful rich text pages | Write structured, formatted content without complexity | Rich text editor with headings, tables, embeds, banners, and slash commands | |
| Build deep knowledge hierarchies without limits | Unlimited nested sub-pages within Docs | |
Granular page permissions | Control exactly who can view or edit each page | Sharing and permission controls per Doc (view, comment, edit, or workspace-wide) | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Customizable dashboards with 50+ widgets (Business+ for advanced, basic on all plans) | Reporting dashboards with custom charts |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Drag-and-drop dashboard builder with resizable widgets | |
| Visualize data with customizable charts | Line, bar, pie, and burndown charts on dashboards | |
| Track key numbers without manual reporting | Sprint velocity, workload, and custom calculation widgets | |
| Monitor progress toward defined goals | Goals with targets, key results, and progress tracking (Business+ plans) | |
| Add contextual notes directly to dashboards | Text block widget on dashboards (not a dedicated notes widget) | |
| View upcoming events alongside work and metrics | Calendar view and upcoming tasks widget on dashboards | |
| Track revenue and expenses in the same view | No financial widgets (no invoicing or payments) | |
| Run the entire platform under your brand | White-labeling on Enterprise only (custom branding, remove ClickUp logo) | Asana branding always visible |
| Apply your brand colors across the system | Dark mode and accent color themes (no full brand theming) | |
| Fine-tune styling beyond basic theming | No custom CSS or stylesheet access | Custom CSS is not supported |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Custom login page on Enterprise only (SSO/SAML) | Login pages cannot be customized |
| Send all system emails with your branding | Logo in email notifications (no custom email templates) | |
| Use your own fonts throughout the platform | | Fonts cannot be customized |
| Replace all platform logos with your own | Workspace icon and avatar (Enterprise for full logo replacement) | Logos cannot be customized |
| Run everything on your own domain | | |
| Send emails from your own email infrastructure | Custom email integration via ClickUp Email (not custom SMTP) | |
| Embed Plutio directly into your website or product | | |
| Shape the platform to match how your business works | Highly configurable Spaces, Folders, and Lists with custom statuses, views, and ClickApps | Asana structure is templated |
| Add, remove, or reorder navigation items freely | Sidebar can be rearranged and favorites pinned (no full menu editor) | Navigation cannot be customized |
| Show different navigation for different roles | Space-level visibility per member (not per-menu customization) | Menus are the same for all users |
| Create role types beyond preset permissions | Predefined roles (Owner, Admin, Member, Guest) with custom permissions on Enterprise | Roles exist but are limited |
Advanced user permissions | Control access at a granular level | Granular permissions at Space, Folder, and List level with sharing controls | Permissions are team-based |
| Support enterprise-grade single sign-on | Google SSO on Business plan and above, SAML/SSO on Enterprise | SSO is supported on enterprise plans |
| Integrate with external systems without lock-in | 1,000+ integrations: Slack, GitHub, Google Drive, Figma, HubSpot, Salesforce, and more | |
| Connect to thousands of apps without custom code | Full Zapier integration with triggers and actions | |
| Build advanced automation scenarios visually | Make.com integration with triggers and actions | |
| Connect services without usage-based limits | Possible via API (no native Pabbly module) | |
| Build custom integrations with full system access | Full REST API v2 with OAuth 2.0 and personal API tokens | Full REST API is available |
Incoming & outgoing webhooks | Send and receive real-time events | Webhooks supported for task, list, folder, and space events | |
| Access your business from native mobile apps | Native iOS, Android, Mac, Windows, and Linux apps | Full-featured mobile apps |
| | | |
| Full-featured Android app | Full Android app available | |
| Native macOS app for desktop workflows | | Desktop app wraps the web version |
| Native Windows app for desktop workflows | Native Windows desktop app | Desktop app wraps the web version |