Comparison · 6 shared capabilities
ClickUp vs Microsoft 365
They overlap on 6 things. ClickUp has a higher editorial fit rating for 2 of them, Microsoft 365 at 3, and they have the same fit rating on 1. If you pay for both, check whether you use the parts that don't overlap.
ClickUp
All-in-one work management: tasks, docs, chat, dashboards and AI, priced per user.
Verified plan: $9/seat/mo Verified
Microsoft 365
Microsoft's business suite of Office apps, email and file collaboration, with eligible Copilot Chat access; Teams depends on the selected subscription.
Verified plan: $7/seat/mo Verified
Capability by capability
| Capability | ClickUp | Microsoft 365 |
|---|---|---|
| Automate simple app-to-app workflows | Partial1K automations/month on Core, 10K on Business | PartialPremium connectors and advanced flows need separate Power Automate licences |
| Build dashboards from spreadsheets and data | StrongAdvanced dashboards need Business | PartialPower BI is sold separately |
| Collect information with forms and surveys | PartialFree includes 1 form | StrongLimited branding and advanced survey logic |
| General-purpose AI assistant | PartialScoped to ClickUp data and connected apps | StrongBaseline grounding includes supplied content and supported app context; eligible Outlook access adds bounded organizational content. Broader access to organizational data requires an appropriate Microsoft 365 Copilot license |
| Manage projects and tasks | Core featureFree has 60 MB storage and 1 form | PartialBasic compared with dedicated project management tools |
| Write documents and notes | StrongPrivate Docs need Business | Core featureBusiness Basic has web and mobile apps only |
| Store structured data in a shared database or spreadsheet | — | StrongLists is simpler than Airtable for relational data |
| Analyse data and spreadsheets | — | StrongDesktop Excel (best for analysis) needs Business Standard or above |
| Create presentation decks | — | Core featureFull desktop PowerPoint needs Business Standard or above |
| Hold video meetings | — | Core featureNot included in 'no Teams' versions or Apps for business |
| Transcribe and summarise meetings | — | PartialTeams intelligent recap requires Teams Premium or a Microsoft 365 Copilot license in addition to an eligible Teams license; some recap features require Microsoft 365 Copilot specifically |
| Write marketing and business copy | — | PartialIn-app access depends on the account, client and tenant; verify the available drafting experience before removing another writing tool |
| Proofread and improve writing | — | PartialOnly inside Microsoft apps |
| Run an internal knowledge base / wiki | — | PartialSharePoint is powerful but hard for non-experts to structure well |
| Ask questions across company documents | — | PartialBroader access to organizational data requires an appropriate Microsoft 365 Copilot license; supported baseline experiences can use a narrower set of organizational content |
| Build internal tools and lightweight apps | — | PartialPremium connectors need separate Power Apps licences |
| Edit videos | — | PartialSimple edits only |
Pick ClickUp if…
- You prioritise Manage projects and tasks: collaboration is rated 5/5 versus 4/5 in our editorial scores.
- You prioritise Build dashboards from spreadsheets and data: quality is rated 4/5 versus 3/5 in our editorial scores.
- You prioritise Automate simple app-to-app workflows: ease is rated 4/5 versus 3/5 in our editorial scores.
Pick Microsoft 365 if…
- You prioritise Collect information with forms and surveys: ease is rated 5/5 versus 4/5, reliability is rated 5/5 versus 4/5 in our editorial scores.
- You prioritise General-purpose AI assistant: quality is rated 4/5 versus 3/5, ease is rated 5/5 versus 4/5 in our editorial scores.
- You prioritise Manage projects and tasks: ease is rated 4/5 versus 3/5 in our editorial scores.
Related
Fit levels are editorial judgements based on each product's documented features. See each tool page for sources and verification dates.