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Frequently Asked Questions
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Charges can occur when you upgrade your Workspace to a paid plan, on renewal dates, anytime you add new Workspace members or exceed your guest limit, or purchase add-ons. Admins and owners can view all charge invoices in the Billing page.
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Your invoices are available in the Invoice History section of your Billing page. This page is accessible by Admins+. From there, you can view them and add details such as billing address, company name, and VAT number.
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Payment is accepted via the following debit & credit cards: Visa, Mastercard, Maestro, American Express, and Discover. We cannot process PayPal or prepaid debit cards at this time.
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If we run into an issue with processing a payment, you will be notified in your Workspace. To troubleshoot these issues, please attempt the following troubleshooting methods:
- Ensure your preferred credit card is set as default.
- Ensure the credit card information is entered correctly and has not expired.
- Ensure that there are adequate funds on your card to cover the charge costs.
- Remove your Zip Code and attempt to re-submit.
- Wait 24 hours and re-attempt.
- Contact your bank's tier-two Support. This resolves the majority of payment issues.
Still need help? No problem, reach out to our Support team below.
If inquiring about a payment or charge on your account, please provide as much detail as possible. This will help our team expedite your request.
Frequently Asked Questions
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Paid plan renewals are processed at the end of your billing cycle. Owners and admins can view the next billing date by checking the Billing page.
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We are proud to offer a 30-day satisfaction guarantee for all paid plans, as per our Terms of Use.
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Deleting your Workspace or account is a permanent action and will not be able to recover your items.
If you no longer need a Workspace, you can permanently delete it from your settings by clicking Delete Workspace and confirming your request. You can also transfer the ownership of a Workspace to another person, rather than deleting it and starting over.
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Deleting your account is a permanent action and will not be able to recover your items.
To delete a ClickUp account:
- Click on your avatar in the bottom-left of your Workspace.
- Select My Settings and scroll to the bottom of the page.
- Select the Delete Account option and enter your password to confirm your request.
Please note that you may need to take extra steps before deleting your account, as described in this article.
Still need help? No problem, reach out to our Support team below.
If requesting a refund, ensure you have reviewed our Refund Policy and provide as much detail as possible to help our team expedite your request.
Frequently Asked Questions
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Workspaces owners and admins can upgrade by clicking your Workspace avatar and selecting the Upgrade or Billing option. Then, pick your new plan and follow the prompts to finish.
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Downgrading your plan
If you downgrade your plan, your Workspace will immediately switch to the new plan and you may lose essential features. You will not be billed for downgrading to the Free Forever Plan.
Upgrading your planIf you upgrade your plan, you'll be charged the prorated difference between the two plans based on the remaining time in your billing cycle. You'll have immediate access to your new plan's features. Your billing cycle and renewal date will not change.
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Switching to monthly billing
If you switch from annual to monthly billing, you'll start your new billing cycle at the end of your annual renewal. You won't be charged your new pricing until the start of the monthly billing cycle.
Switching to annual billingIf you switch from monthly to annual billing, you'll save on costs and start your annual billing cycle when your monthly plan ends. You won't be charged your new pricing until the start of the annual billing cycle.
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Free trials are a good way to take other plans for a test drive!
When your trial expires, you won't lose access to your data. You won't be able to edit or add data using paid plan features associated with your trial.
You can manage your trial by clicking the Workspace avatar and selecting Billing. Your trial details will appear under the plan you're testing.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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To invite a member to your Workspace an owner or admin can:
- Click the user avatar in the bottom-left
- Click on People
- Invite the new member via email
To invite a new guest to the Workspace you can:
- Navigate to the desired location and select the ellipses
- Click Sharing & Permissions
- Type and select the guest's full email address
- Set the guest's permissions using the right dropdown
- Click Invite
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The number of available member seats is on your Workspace Billing page.
To access your Billing page, click on your Workspace avatar and select Billing. The Seats column shows the number of members and member seats available.
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When a new member is added in the middle of your billing cycle, they will first be assigned to any open seats.
When there are no open member seats, you'll pay for member seats based on the number of days left on your billing cycle. This is true for paid plans on both monthly and yearly billing cycles.
You can always remove members from your Workspace, or convert them to guest with permissions or view-only guest seats. After doing so, feel free to contact us about removing the empty seats from your Workspace.
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The pricing total on your Billing page will not change after removing a member from your Workspace. This total only shows charges for your current subscription, and does not reflect changes in member seat count.
When you remove a user, their seat remains open until your next billing cycle. When you renew at the next billing cycle, we automatically remove any unused seats.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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The four paid plans we offer are Unlimited, Business, Business Plus, and Enterprise.
Learn more about ClickUp's industry-leading pricing, here:
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Upgrading in ClickUp is done at the Workspace level, meaning each Workspace must be upgraded and purchased seperately. When you're on one of our paid plans, you'll pay for new seats on your Workspace when you add members.
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ClickUp is only offering discounts for Students, Educators, and Non-Profits. Luckily, we frequently run promotions for our wide audience and ClickUp's Promotional Email's offer details about other opportunities to save on cost.
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At the moment, you can purchase extra Automations and Email Accounts to use with Email in ClickUp.
Automations- +1,000/month = $19.99/month
- +10,000/month = $99.99/month
- +100,000/month = $299.99/month
The cost per email account is $24/year or $2/member, and you price will be prorated based on the time left until your renewal date.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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To update your account email:
- Click your avatar in the lower-left of your Workspace
- Select My Settings
- Enter your new email
- Click Save
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To update your account password:
- Click your avatar in the lower-left of your Workspace
- Select My Settings
- Enter your new password
- Click Save
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You can change your email address, reset your password, switch your color scheme, set your Preferences, set your language, and adjust the date and timezone.
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You can upgrade or change the plan, change task statuses, set up security, enable ClickApps, set default settings for Views.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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If you forget your password, you can reset your password by clicking here and selecting Forgot Password.
If you cannot access the email account that is associated with your ClickUp account, please contact Support using the form below.
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If you are not receiving verification codes or cannot access your 2FA device, please contact Support using the form below.
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If you are not receiving verification codes or cannot access your 2FA device, please contact Support using the form below.
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You can connect your ClickUp Workspace with Google, Microsoft, or Okta.
You also have the option to connect with another SSO provider using custom Security Assertion Markup Language (SAML).
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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You can update your email preferences using the link below.
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You can learn more about subscribing to our ClickUp Emails using our Privacy Policy.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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Deleting your account is a permanent action and will not be able to recover your items.
To delete a ClickUp account:
- Click on your avatar in the bottom-left of your Workspace.
- Select My Settings and scroll to the bottom of the page.
- Select the Delete Account option and enter your password to confirm your request.
Please note that you may need to take extra steps before deleting your account, as described in this article.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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The affiliate program allows you to get money for sending your traffic to ClickUp when they convert to a paid plan, using your personalized link!
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You can get certification from ClickUp University by demonstrating your knowledge of the platform and taking exams to test your skills. There are three levels of certificates, and each has a recommended learning path that you can use to prep for the exam.
Also, you can become ClickUp Verified and get exclusive perks!
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You can read all about our Partner program and apply here to help users set up and use ClickUp!
Still need help? No problem, reach out to our Support team below.
Report this item for spam, phishing or malicious use.
Spamming, phishing, or content that transmits viruses, causes pop-ups or otherwise impacts users with malicious code or scripts are a violation of ClickUp's Terms of Use.
While we take all reports of malicious content seriously, submission of a report doesn't guarantee removal of the item or any other action by ClickUp. If we determine that the item in question has violated our policies, we may remove the item from the account, restrict sharing of the item, limit who can view the file, delete the owner's account, or even report illegal materials to appropriate law enforcement authorities. Please note that if you choose to submit contact information, ClickUp may reach out to you regarding the disposition of your report.
Frequently Asked Questions
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Keeping our clients' data secure is an absolute top priority for us. We're leading the industry with our privacy standards, ensuring that your data is never used for third-party profit or distribution of any kind.
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We are fully compliant and prepared for the GDPR regulation and requirements.
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Keeping our clients' data secure is an absolute top priority at ClickUp. Take a look at this page for the most up-to-date details about our security and compliance features.
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You have a couple of options for backing up your own data:
- Use the Workspace Task Data Export (CSV) feature to export any List or Table view! Please note that unlimited CSV exports are available on the Business Plan and above.
- Utilize our amazing integration with Pro Backup for a daily automated option.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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It sounds like you're interested in signing up for a new ClickUp account!
You can sign up on our website, here.
Once you enter in your email and password, you'll receive a confirmation link via email to finalize setup. We'll guide you through creating your first Workspace!
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We have so many resources to help you get started in ClickUp!
- Learn ClickUp basics at ClickUp University
- Use ClickUp's help articles to learn ClickUp's features
- Watch live and on-demand webinars
- Follow our blog for weekly productivity tips
- Or, check out our Getting Started guide
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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You can check how many Automations you've used by:
- Selecting Automate on the top right of the screen
- Click the Usage tab
- More here: Automations
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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The owner or admins can manage these ClickApps in the Workspace to create the perfect workflow for your use case.
- Select ClickApps from your avatar menu
- Enable the desired ClickApps for your Workspace
- More here: ClickApps
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You can use Nested Subtasks to dive deeper and create subtasks within subtasks. You can create up to 7 levels when you turn on this ClickApp!
- More here: Nested Subtasks
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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There are 20 different types of Custom Fields to select from, ranging from Formula Fields to Dropdown Label Fields - your options are endless!
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On the Free Forever Plan, you have access to 100 uses of the Custom Fields feature. A use is counted each time you add a value to a Custom Field on a task.
On the Unlimited Plan and above, you have unlimited Custom Field uses!
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You can follow these steps to remove a Custom Field from a specific location:
- Select the ellipses on the location.
- Go to More settings and click Custom Fields.
- Select Use an existing field.
- Choose the desired field to remove and note the places it exists.
- Select the proper location to remove the field from.
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You can show or hide specific Custom Fields from a guest by:
- Selecting the ellipses of the location with the Custom Field.
- Click Custom Fields.
- Navigate and hover over the proper Custom Field to hide from guests.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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You can share a Dashboard by following the steps below:
- Navigate to the Dashboard and select the ellipses.
- Click Sharing & Permissions.
- Share with the desired people.
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If you are on the Free Forever plan, you may have reached the 100 allotted uses to test out Dashboards. Uses include the following actions:
- Create a Dashboard
- View a Dashboard
- Add a card
- Edit a card
- Remove a card
- Remove a Dashboard
- More here: Dashboards
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You can export a Timesheet card by following the steps below:
- Navigate to the desired card.
- Select the ellipses at the top right of the card.
- Click Export.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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Docs are flexible and powerful!
Utilize templates, customize page settings and create the best doc for your needs.
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You can move your Doc by:
- Selecting the ellipses on the appropriate Doc
- Click Move and choose the desired location
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You can make your Doc private by editing the permissions.
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You can link a task to a Doc by typing "@@" in the Doc and entering the task name!
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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On the Free Forever Plan, you get 1 email account and 100 emails that you can send and receive to try it out!
On the Unlimited Plan, you get 1 email account and unlimited uses, and the Business Plan gives you access to signatures and templates for emails, along with 1 additional email account!
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The cost for additional email addresses above those allotted by your plan is $2/mo (or $24/yr).
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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We make it easy to import into ClickUp!
You can import from easily import your work from popular apps like Asana, Jira, and more! Or, you can import your work into ClickUp using a data file!
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Workspace owner or admins are able to export Workspace data easily!
- Export Workspace task data as a CSV file from the Import/Export page.
- Export data using the Business plan feature List or Table view.
- More here: Exporting Workspace data
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Try restarting the import. If it still fails, reach out to our Support team via the form below.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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ClickUp can connect with over 1,000 tools for free! Tools like Slack, GitHub, Google Calendar, Zooom, Zendesk, and so many more!
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You can use our ClickUp Time Tracking feature or one of our time tracking integrations, such as Harvest, Everhour, Toggl, and more.
The owner or admins will need to first enable the Time Tracking ClickApp.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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We offer mobile apps for iOS and Android devices. It's designed for quick actions, but some features suit the big screen better!
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ClickUp mobile is great for taking quick action, but certain features are simply too big to fit on a small screen at this time. We want to provide the most value possible without compromising the ClickUp mobile experience.
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You can use the mobile app to:
- Create tasks
- Create reminders
- Comment on tasks
- Assign work
- Track time on tasks
- Check and clear notifications
- Create and edit notes in the Notepad
- Change task statuses, descriptions, or locations within the Hierarchy
- Edit Custom Fields
- View Dashboard data
- More here: Mobile features
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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To adjust your Notification settings:
- Select Notifications from your avatar menu.
- Adjust to your needs.
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In the Notification Settings, you can modify the watcher settings for your Workspace! You can follow the steps below:
- Navigate to Notifications in your avatar menu
- Select when you would like to be added as a watcher to tasks
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You can deselect all mobile, browser, and desktop Notification options to allow only email notifications!
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You can turn off all of your notifications by following the steps below:
- Click your avatar and select Notifications
- Deselect all of the notification options you don't want
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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You can share an item with your member:
- Navigate to the item and select the ellipses.
- Click Sharing & Permissions.
- Share with the desired parties.
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To make an item private:
- Navigate to the item and select the ellipses.
- Click Sharing & Permissions from the dropdown.
- Click Make private.
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To adjust guest permissions for multiple items:
- Click on your avatar in the bottom left and click People.
- Navigate to Guests tab.
- Find the guest and adjust permissions from the dropdown menu.
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You can public share a Doc via link:
- Click Share in the top-right of the Doc.
- Toggle on Public link.
- Select Copy public link.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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To create a subtask in Board view by:
- Navigate to the parent task card.
- Select + Add Subtask
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Show subtasks as separate tasks by:
- Clicking on Subtasks in the top-right.
- Selecting As separate tasks.
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You can use the Bulk Action Toolbar by selecting multiple tasks to change the assignee to the desired individual.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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- Open the Workspace item.
- Click the ellipsis to open the settings menu.
- Select Templates.
- Click Save.
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To update an existing template:
- Create an item using the template and make your edits.
- Select the ellipses.
- Hover over Template Center and click Update Existing Template.
- Find the name of the template you want to update and select Next.
- Make any additional updates to the template settings as needed.
- Click Save.
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You can see the templates you've created in the Template Center. Access the Template Center by:
- Selecting Templates.
- Clicking Browse Templates.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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Admin are users who are responsible for managing the Workspace including billing, permissions, and integrations.
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ClickUp users can be assigned the following user roles within a Workspace:
- Owner
- Admins
- Members
- Guests
- Custom Roles (available on the Business Plus and Enterprise plans)
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Guests are unable to be invited to Spaces, but you can invite them to the necessary Folders and Lists!
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The owner can transfer ownership of a Workspace via:
- Select Settings from your avatar menu.
- Click Transfer ownership of Workspace.
- Select the person you'd like to transfer ownership of the Workspace to.
- Click Transfer ownership to confirm.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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You can create a Form view from the sidebar or from a List.
The easiest way to create a Form view is in the Sidebar! This will create a new List called Form and set the Form as the default view.
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You can sort in List view by start date, due date, priority, status, Custom Fields, and more! To sort your view, select the column header and choose Sort or Sort entire column.
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You can modify the color scheme in Gantt view by:
- Selecting Show or the ellipses in the top right corner, depending on your layout
- Clicking Color scheme and choosing the desired option
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If you are on the Free Forever plan, you may have reached the 100 allotted uses to test out the Gantt view.
Uses would be any refresh on the page or change on the Gantt view!
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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Start working with the ClickUp API in just a few clicks by downloading the Postman collection!
You can download and import all of the ClickUp API endpoints into Postman, which is an app you can use to test and work with APIs.
- Download the latest version of our Postman collection.
- Import the collection into your Postman workspace.
- Make your first request to the ClickUp API!
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If you are using the API for your own use, or for testing purposes, you can use a personal API token. Personal tokens will always begin with pk_.
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Any ClickUp user, including Guests, can generate a personal token via:
- Clicking on your avatar in the lower-left corner, then select Apps.
- Under API Token, click Generate.
- You can copy and paste your personal API token wherever you need it!
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ClickUp has a wide variety of API endpoints to help build your own custom integrations and ClickUp apps! You can check out our API Docs here!
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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You can follow up via the original report email thread or ask our chatbot for the status of your bug report with the report ID.
- Please note the report ID begins with CLK-######
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Currently, this is intended. You won't automatically see someone else's updates to a view or task because this function is temporarily off. Our engineers have recently identified an issue causing performance instability related to this feature. While they work on a fix, they need to turn off websockets for some features.
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You may want to test this out in a private/incognito window. This will ensure no cached data is causing an issue.
If this is resolved by using an incognito/private window, the next step would be to perform a hard refresh to ensure you have the most updated information. You can also find instructions on how to clear your browser's cache here.
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This is generally an issue with the user not being connected to Codox.io, our collaboration service. The best way to ensure they are connected is by whitelisting domains.
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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You can see ClickUp's system status and sign up for automatic email updates on that page in the top right.
You can download and import all of the ClickUp API endpoints into Postman, which is an app you can use to test and work with APIs.
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Please reach out to our Support team using the form below. We will be happy to help!
Still need help? No problem, reach out to our Support team below.
Frequently Asked Questions
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As a first step, please look at our guest blogger guidelines. Then if you qualify, go ahead and complete the guest blog request form and we will be in touch if we are interested in collaborating!
Still need help? No problem, reach out to our Support team below.
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