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...

  • 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. Read Core ClickUp features and Customiz...

  • Intro to pricing

    Learn how plan price is affected by feature usage, add-ons, and inviting people to join your Workspace.  What you'll need A paid plan....

  • Intro to billing

    All of your billing and plan info is available in your Workspace settings on the Billing page.  What you'll need A paid plan.  You mus...

  • Invite people to join your Workspace

    Add people to your Workspace by inviting them as members or guests.  Members are people in your organization who actively work in Cli...

  • Charges for inviting members and guests

    New person on your team? You'll need to invite them to your Workspace as a member or admin. Need to collaborate with a person outside o...

  • See who has access to your Workspace

    You can see the members and guests who have been invited or joined your Workspace from the Manage people page. You can also change user...

  • Remove someone from a Workspace

    Sometimes, it's necessary to remove a person from your Workspace. ClickUp makes this simple and fast. Removing someone from your Worksp...

  • Leave a Workspace

    Leave any Workspace that you no longer need access to. What you'll need Workspace owners must transfer ownership before leaving. Work...

  • 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

    View or download invoices and add details like billing address, company name, or VAT number. What you'll need Only the Workspace owner...

  • 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 need You must be an owner or admin to upgra...

  • Task data export

    Export your task's data in a comma-separated value (CSV) format. What you'll need Free Forever and Unlimited Plans can export List vi...

  • 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 FAQ

    Frequently asked questions about sales tax. How does ClickUp determine if I should pay sales tax? ClickUp determines your taxable statu...

  • Add-on FAQ

    Add ClickUp AI, more Automations Actions, or additional email accounts to your plan.   ClickUp AI add-on Owners and admins on paid plan...

  • 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.  Privacy Policy Your privacy is extremely important to ...

  • Intro to white labeling

    For Workspaces that want a more branded experience, internally and externally, White Labeling is the perfect option. The White Label fe...