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Owners and Admins

  • Set up your team's Workspace

    Owners and admins, take the time to optimally configure your Workspace and set your team up for success. Make sure you have all the inf...

  • Intro to pricing

    Learn how pricing is affected by feature usage, add-ons, and inviting people to join your Workspace. Only the Workspace owner or an adm...

  • Invite people to your Workspace

    Invite members and admins to join your Workspace. Share Workspace locations and items with guests and limited members so they can colla...

  • Track your Workspace's ClickUp AI add-on usage

    The AI usage dashboard tracks your Workspace's AI use with feature-by-feature details. You can also purchase AI add-ons from the dashbo...

  • Invite people to join your Workspace from Chat

    Invite people to your Workspace from Chat. Discover more ways to invite people to your Workspace. Invite people from a message To invit...

  • Default user role permissions

    Every plan has the same set of default Workspace-level user role permissions for guests, limited members, members, and admins. Workspac...

  • User role availability and limits

    User role pricing, permissions, and availability vary by plan. For more info about our plans, see our pricing page. User role pricing a...

  • Set up your team's Workspace from scratch

    Once you've created your Workspace, it's time to set it up!  Make sure you have all the info. To learn how to choose a plan and create ...

  • Intro to billing

    All billing and plan info is available in your Workspace settings on the Billing page. The billing page is accessible to all paid plan ...

  • Add ClickUp Assist to your plan

    Get personalized help creating workflows, onboarding your team, and setting up your Workspace. Whether you're new to ClickUp or have an...

  • Pricing per user role and plan

    This article outlines how we determine pricing per Workspace user and plan.    User role availability and limits vary by plan. Learn mo...

  • Manage the people in your Workspace

    These Manage people settings track the users in your Workspace, their info, and activity. Here you can edit guests' and limited members...

  • Remove someone from a Workspace

      Removing someone from your Workspace is a permanent action and cannot be undone. After you remove a member or limited member from a W...

  • Leave a Workspace

    Leave a Workspace that you no longer need access to. Leave a Workspace You can leave a Workspace at any time. If you want to access the...

  • Update your credit card information

    Workspace owners and admins can add a card, delete a card, or set a default payment method from the billing page of the Workspace setti...

  • Manage invoices

    Manage your invoices. Get email notifications when your invoice is ready. If your organization's billing is managed by someone outside ...

  • Upgrade your plan

      Choose the plan with the best productivity-boosting features for your team! What you'll need You must be an owner or admin to upgra...

  • Downgrade your plan

    Choose the plan with the best productivity-boosting features for your team!What you'll needYou must be an owner or admin to upgrade or ...

  • Task data export

    Export your task data into a CSV file. What you'll need Free Forever and Unlimited Plans can export List view and Table view five tim...

  • Troubleshoot payment issues

    If you're experiencing payment issues, we'll let you know. You can take these troubleshooting steps before contacting support. What you...

  • Sales tax

    ClickUp is required to charge Value-Added Tax (VAT), Goods and Services Tax (GST), or sales tax in certain jurisdictions. We determine ...

  • Purchase or remove ClickUp add-ons

    Paid plans can purchase ClickUp AI add-ons, more Automation actions, or ClickUp Assist.Open the Add-ons tabTo open the Add-ons tab: In ...

  • Delete your account

    No longer using ClickUp? You can permanently delete your account in a few steps. Update your communication preferences to change or u...

  • Is there a discount for non-profit or educational companies?

    We understand that certain situations may make paying full price for our Unlimited plan difficult, and offer discounts to some non-prof...

  • Privacy and security

    ClickUp has one of the strictest privacy and security policies in our industry. Every ClickUp feature is covered by the policies outlin...

  • Custom Workspace theme, avatar, and branding

    All plans can update their Workspace color theme and custom avatar. Enterprise plans can create a custom branding experience, internall...