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Creately Review [2024]: Best for Visual Project Management

Dawn Prevete Dawn Prevete Project Manager @WebsitePlanet

Visually rich workspaces, real-time collaboration tools, and an intuitive interface make Creately a powerful tool for project management1, process modeling, and business and technical diagramming.

However, its more advanced capabilities are not available on all plans, and while it offers exceptional collaboration tools, it lacks some core project management features such as a mobile app, task progress tracking, and reporting/analytics.

Overview

Intuitive and Easy-To-Use Visual Workspaces for Project Management

Creately website homepage.
Creately has essential features for visual project management and workspace collaboration
1

Even if you’ve never worked with project management, diagramming, or data visualization software, Creately’s software is easy to master. Teams can quickly grasp complex tasks and processes on Creately’s visual workspaces.

Multiple tools facilitate collaboration, including built-in commenting, notes, smart notifications, and video conferencing. But Creately’s Realtime Mouse and Text tools are the standouts here – an entire team can view and make changes to a project’s scope or tasks as if they were working from the same screen.

Creately offers a range of well-priced plans designed to meet the needs of individuals and businesses, from small to enterprise scale. A free plan and a range of free product demos allow you to test the software before you commit.

To help you decide if Creately is right for your needs, I’ve thoroughly researched its plans and features, tested its tools, and reviewed many customer testimonials.

4.2

Features

Accessible Tools for Visualizing, Mapping, and Managing Workflow

Creately’s visual canvases and code-free workflow style helped me get organized. I was happy to find most of the popular management frameworks here: Kanban boards, Gantt charts, Scrum boards, Mind Maps, Flow Charts, and Timelines.

Pre-Purposed Templates, Shapes, and Toolkits

Creately aims to boost your creativity with thousands of templates and over 10,000 shapes1. If you prefer, you can also start with one of the millions of free templates designed by the Creately community.

Creately template selection.
From your dashboard, you can browse industry-specific templates for any type of project

You can move, arrange, group, and structure any information or data in a workspace. Simply click on shapes or text to add notes/data, assign a task, add a comment, or edit.

Customized Creately mind map template.
It took a matter of minutes to customize this mind map template

I also like how Creately simplifies things for beginners with starter toolkits for various workspaces, including agile planning, marketing, HR organizational charts, and product roadmaps.

Collaborate and Manage Complex Projects

Teams can use Creately to work with each other, interact with clients, and collaborate with other cross-functional teams. You can assign tasks and due dates to specific team members, set limitations on who can view or make edits to a project, and more.

Creately tools for customizing. sharing, and collaborating workspaces.
Customizing a workspace and sharing it with your team is easy to do

Once you choose a project workspace template, you can start inviting collaborators, assigning tasks to yourself or another team member, and adding sub-tasks and checklists to divide even large projects into manageable workflows.

It’s just as easy to communicate with one or more team members: point to anything in the workspace – such as a shape, icon, or text – and you’ll have the choice to leave a comment or start a discussion.

Creatley settings for adding collaborators and setting permissions.
Creately lets you set and change collaborator permissions at any time

Best of all, Creately allows remote teams to work together seamlessly, simulating a shared workspace where changes are instantly visible to all. This promotes efficient communication and enhances productivity by facilitating real-time commenting, editing, and sharing of project updates.

Creately also allows users to integrate other work management tools and platforms, such as Slack, Google, Microsoft, Jira, and GitHub. You can also set up automatic data syncing with Excel and Google Sheets. Unfortunately, these features are only available on Business and Enterprise plans, which can be expensive when compared to other project management platforms.

In-App Video Conferencing

There’s nothing a quick video call can’t fix – and it’s good to see Creately include integrated video conferencing tools with all paid plans. When you click the phone icon on the top toolbar, you’ll invite your collaborators to join you on a call.

4.1

Pricing

Fair Pricing but Advanced Features and Support Options Come at a Premium

Creately offers five plans: Free, Lite, Starter, Business, and Enterprise. The free plan lets you create three workspaces and add up to 60 items. You can use pre-made templates, frames, rich text formatting, and the Plus Create tool for faster diagramming.

The free plan includes core features, but many of Creately’s advanced tools require a paid plan. Small teams may want to consider the Starter Plan to access all Creately’s shapes and get unlimited workspaces, folders, and storage.

But the sweet spot for most firms will be the Business plan, which includes premium tools like password-protected sharing, guest access, timelines, grids, and Kanban Boards. It’s attractively priced at $149.00 per month, and unlike most project management software, offers unlimited users.

If you sign up for the annual plan, you’ll receive a 40% discount.

Customer Support Could Be Better

Creately offers several support options: live chat, email (via web form), Twitter DM, and Facebook Messenger. If you’re considering the service, you can also set up a call with sales.

Not all options are available, however. Paid plans will give you more support avenues – the Starter plan comes with email support, while the Business plan unlocks the live chat.

If you’re on the Free plan, you’ll only be able to contact the Chat Bot and support specialists from the “Creately Community.” Either way, you’ll get links to articles that may or may not answer your questions.

Creately community customer support interaction
I didn’t get clear answers to questions from either the Chat Bot or the Creately community

Fortunately, Creately’s Help Center has many articles to help you get the hang of the platform. In addition to the knowledge base, Creately has a blog, online tutorials, webinars, and free e-books.

Comparison

How does Creately match up to the competition?

1monday.comCompareOur Score4.8Compare
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Creately REVIEW: BOTTOM LINE

Bottom Line

There’s no question that Creately is a fantastic diagramming tool – but it’s also much more than that. Its excellent visual workspaces and collaboration tools allow teams and stakeholders to efficiently brainstorm, plan, and manage projects. If it weren’t for its somewhat limited free plan and lackluster support, Creately would have received an almost-perfect score.
Pros Cons
  • Intuitive and easy to use
  • Expertly designed templates for a range of industries and use cases
  • Real-time collaboration tools
  • Cooperative editing
  • Limited free plan
  • Lacks some project management tools like a mobile app and task progress tracking
  • Support locked behind paid plans

FAQ

What type of project management is Creately best for?

Creately’s project management tools can help teams across various industries, from IT and software product development to marketing and HR management. Its visual diagramming and collaboration tools are particularly well suited to agile project management. Anyone from business owners to developers and students can use Creately to brainstorm, plan, and manage projects.

Does Creately have a free plan?

Creately’s free plan includes many core features, such as templates, frames, shapes, and real-time collaboration tools. However, you can only create three free workspaces (with minimal storage). The free plan also lacks advanced capabilities – video conferencing, starter toolkits, or premium templates like Kanban boards.

Is Creately’s software easy to use?

Whether using Creately for diagramming or workflow and project management, you’ll find its intuitive and visual interface easy to manage. Even if your team is new to project management software, you’ll be able to quickly start using its editing and other tools.

What kind of visual diagramming is Creately good for?

Creately can generate virtually any type of visual diagram: flow charts, Kanban boards, organizational charts, mind maps, genograms, and family trees. Users can choose from thousands of diagramming templates designed for different industries and purposes.
Dawn Prevete Dawn Prevete
Dawn specializes in writing about a range of software products, including website builders, backup services, credit card processing solutions, and project management platforms. She has 10+ year’s experience as a technical writer and has written a number of articles for CEOs and senior executives at client companies that have appeared under their bylines. When she’s not researching and testing digital services, she brainstorms with educators to ensure all students have access to enriching learning opportunities.
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