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Our Favorite ClickUp Features for Small Businesses in 2024 

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Summary: If you’ve been following any Tuck updates this year, you may have noticed that we refreshed our company values to align with our primary objective of having a Net Positive Impact. If this doesn’t sound familiar, check out our article where we break down the new Tuck Values.

In the spirit of servant leadership, we’ve launched an initiative aimed at impactful organizations, determined professionals, and anyone in the Tuck network who wants to bring more order, clarity, and transparency into their work.

This new initiative is a series of live panel sessions hosted by our ClickUp-verified experts and Alex Tuck, our Founder and Managing Principal. These sessions will be delivered through LinkedIn Live or YouTube Live (because good project managers always research thoroughly and weigh their options). They’re intended to educate small businesses operators and project professionals on the power of ClickUp and how they can use it to scale their organizations.

We hosted our first LinkedIn Live on May 10th, Tuck ClickUp Expert Panel – Favorite Features of 2024 + Live Q&A. Panelists included Alex Morgan, Jacqui Myslinski, Galanda A. Brooker, and Berlynsea Tyler. You can watch the recorded session here.

 

What was covered during the Live Session?

Each ClickUp expert came with one of their favorite ClickUp features and a succinct explanation of why they love it for our small business clients. Those ClickUp features included:

  • Dashboards as Views
  • Clips Hub
  • Universal Search
  • Dynamic People Fields as Automations

 

What were some of the Frequently Asked Questions?

 

How long does it take for a small business to onboard into ClickUp?

The implementation process depends on the size of your organization and the complexity of what you need. Our ClickUp packages start at 30 hours and take 4-6 weeks to complete to allow our experts to properly integrate with your team, learn your pain points, and craft a solution.

 

Is there a limit to how many Dashboards or Views you can have in ClickUp?

 

Dashboards

Free Plans 100 dashboards
Paid Plans Unlimited

 

Views

Free Plans All Views except Team View, Map View, and Forms
Unlimited Plan ($7 / month)

All Views with exceptions:

  • 100 uses of Team View
  • 7 days of Activity Feed
  • 100 uses of Timeline View
  • 100 uses of Workload View
  • 100 uses of Map View
  • 100 mind maps
  • 10 whiteboards
Business Plan ($12 / month) Unlimited Views

 

Get the full breakdown of ClickUp pricing here.

 

Is it free to add employees to a ClickUp Space? Do they get access to all Spaces associated with an account automatically? Can you add them to individual Spaces?

Guests outside of the organization cannot be invited to an entire workspace or space but can be added individually to each component folder/list/etc. within a space and essentially have full access. Just not from the space-level directly.

Employees can only be granted guest “View Only” membership without having to buy additional licenses. If you want your employees to contribute to your Space, or if you’re tired of sending individual invites to external Guests for every Folder they need, you should purchase additional member seats.

 

Is there a storage limit in ClickUp?

Free Plan 100 MB storage limit
Paid Plans Unlimited storage

 

Closing  

If you can’t tell already, we geek out on all things ClickUp. We have an entire ClickUp Resource Library complete with articles, free templates, videos, and more – accessible to anyone, wherever, whenever.  

If you want to take things a step further, check out our ClickUp Services page and learn how we can help you implement, optimize, or manage your account. 

Alex Tuck

Alex Tuck

Founder & Managing Principal

Alex Tuck is the founder and managing principal of Tuck Consulting Group, a firm that specializes in project management consulting for small businesses. After several tenures at large and regional management consulting firms, Alex set out to create a firm that was focused on better client outcomes through diverse teams with less focus on profit realization rates. Through the pandemic, the firm has experienced 15x two-year growth, landing it at #12 on the 2022 Inc. Northeast Regional list and the Forbes Next 1000 list.

In addition to Tuck, Alex has served as a nonprofit board member for several organizations, including a microlending nonprofit he co-founded that operates in Central America. Alex runs his remote-first firm from a farm in Vermont where he lives with his wife and four children. Feel free to reach out to book some time with him.

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