{
 "id": "clickup",
 "name": "ClickUp",
 "category": "productivity",
 "website": "https://clickup.com",
 "domains": [
  "clickup.com"
 ],
 "summary": "A Workspace owner or admin clicks the Workspace avatar, Settings, Billing, then Cancel plan; it applies at the end of the billing cycle. Annual plans need notice at least 30 days before renewal. Add-ons are independent and must be cancelled separately. Refunds only under the 30-day first-purchase guarantee.",
 "routes": [
  {
   "channel": "direct_web",
   "applies_to": "Self-serve ClickUp Workspace plans (such as Unlimited and Business) paid by card, monthly or yearly",
   "who": "A Workspace owner or admin",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "In the upper-left corner, click your Workspace avatar and select Settings",
     "expect": "the All settings sidebar"
    },
    {
     "do": "In the All settings sidebar, click Billing",
     "expect": "Downgrade or Cancel plan"
    },
    {
     "do": "Click Cancel plan (or Downgrade to move to a cheaper plan)",
     "expect": null
    },
    {
     "do": "Cancel add-ons separately: in Settings, click Plans in the All settings sidebar, then the Add-ons tab at the top, and click Cancel in each add-on's section (for Brain AI, open Bundle and save or Customize, click Cancel, then Yes, cancel add-on)",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "The Workspace switches to the new plan at the end of the billing cycle; cancelled add-ons also run to the end of their billing cycle",
   "notice": "Annual plans: notice of cancellations or downgrades (including fewer users, package changes or dropping add-ons) is due at least 30 days before the renewal date",
   "refund": "Fees are non-refundable except under the Satisfaction Guarantee: a full refund if you contact ClickUp within 30 days of your first purchase (or of an upgrade, for the difference). It excludes renewals, expansions and plans bought through sales or a reseller",
   "fees": null,
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s5",
    "s7",
    "s8",
    "s9",
    "s10",
    "s11",
    "s12",
    "s13",
    "s14",
    "s15",
    "s16",
    "s18",
    "s19",
    "s20",
    "s21",
    "s39",
    "s40"
   ]
  },
  {
   "channel": "sales_contract",
   "applies_to": "Annual plans and plans bought through or with a ClickUp sales representative or reseller",
   "who": "A Workspace owner or admin (only they can discuss billing with ClickUp Customer Support)",
   "method": "contact_sales",
   "start_url": null,
   "steps": [
    {
     "do": "At least 30 days before the renewal date, tell ClickUp you are cancelling or downgrading; fewer users, package changes and dropping add-ons need the same notice",
     "expect": null
    },
    {
     "do": "For a billing contract, contact the Account Executive you worked with or sales@clickup.com; otherwise have a Workspace owner or admin contact ClickUp Support, or use Settings, Billing if the plan is self-serve",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "Accounts renew automatically on the renewal date unless notice was given in time",
   "notice": "At least 30 days before the renewal date (Terms of Service, annual plans)",
   "refund": "No Satisfaction Guarantee refund for plans bought through or with a sales representative or reseller, or for renewals and expansions",
   "fees": null,
   "source_ids": [
    "s8",
    "s9",
    "s10",
    "s11",
    "s15",
    "s16",
    "s17",
    "s1",
    "s38"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "free_plan",
   "what": "The Free Forever plan allows unlimited free plan members, with limits such as 60MB of storage and 5 Spaces",
   "evidence": "documented",
   "source_ids": [
    "s22",
    "s23",
    "s37"
   ]
  },
  {
   "type": "downgrade",
   "what": "Downgrade to a cheaper plan in Settings, Billing; it applies at the end of the billing cycle and your data stays in the Workspace",
   "evidence": "documented",
   "source_ids": [
    "s4",
    "s5",
    "s6"
   ]
  },
  {
   "type": "downgrade",
   "what": "Keep the plan but cancel add-ons (such as Brain AI, AI Notetaker or AI Talk to Text): owners and admins can stop their auto-renewal, and they run to the end of the billing cycle",
   "evidence": "documented",
   "source_ids": [
    "s7",
    "s19",
    "s21"
   ]
  },
  {
   "type": "annual_billing",
   "what": "Yearly billing saves up to 30% (but annual plans need 30 days' notice to cancel or downgrade)",
   "evidence": "documented",
   "source_ids": [
    "s24",
    "s9",
    "s10"
   ]
  },
  {
   "type": "student_or_nonprofit",
   "what": "ClickUp offers discounts on the Unlimited plan to some nonprofits and educators; contact Support for customized pricing",
   "evidence": "documented",
   "source_ids": [
    "s25",
    "s26"
   ]
  }
 ],
 "export": [
  {
   "data": "Task data from chosen locations (task names, descriptions, assignees, tags, dates, statuses, comments and more; attachments by name only)",
   "how": "Click the Workspace avatar, then Settings; in the All settings sidebar select Imports / Exports, click Export Items, choose locations in the Select locations dropdown, click Start Export, then Download Export when it's ready",
   "format": "CSV",
   "limits": "Feature availability and limits vary by plan and user role; an email with a link to the CSV also arrives",
   "source_ids": [
    "s27",
    "s28",
    "s29",
    "s30",
    "s31"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "The end of the billing cycle, when the Workspace switches to the new plan",
  "data_kept": "Data remains in the Workspace and can be accessed if you upgrade again. If ClickUp terminates access, content is no longer accessible through the account",
  "you_lose": [
   "Paid-plan features; the Free Forever plan has limits such as 60MB of storage and 5 Spaces",
   "Add-on features once their billing cycle ends"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": null,
  "tips": [
   "Only a Workspace owner or admin can downgrade or cancel",
   "Annual plans: cancel or downgrade at least 30 days before the renewal date, or the account renews and is charged",
   "Add-ons are independent of the plan: cancel each one separately",
   "Removing someone from a paid plan leaves their seat open for reassignment; it isn't documented as lowering the bill",
   "Deleting your account is permanent, and owners of Workspaces with other users must first transfer ownership, delete the Workspace or remove all users; it isn't described as cancelling billing",
   "Refunds only under the 30-day Satisfaction Guarantee for a first purchase or an upgrade"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan",
   "title": "Downgrade your plan",
   "publisher": "vendor",
   "quote": "You must be an owner or admin to upgrade or downgrade a Workspace, switch billing cycles, or contact us with any billing",
   "supports": "who can downgrade or cancel"
  },
  {
   "id": "s2",
   "url": "https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan",
   "title": "Downgrade your plan",
   "publisher": "vendor",
   "quote": "In the upper-left corner, click your Workspace avatar and select Settings.",
   "supports": "where the flow starts"
  },
  {
   "id": "s3",
   "url": "https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan",
   "title": "Downgrade your plan",
   "publisher": "vendor",
   "quote": "In the All settings sidebar, click Billing.",
   "supports": "the Billing step"
  },
  {
   "id": "s4",
   "url": "https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan",
   "title": "Downgrade your plan",
   "publisher": "vendor",
   "quote": "Click Downgrade or Cancel plan.",
   "supports": "the Downgrade and Cancel plan buttons"
  },
  {
   "id": "s5",
   "url": "https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan",
   "title": "Downgrade your plan",
   "publisher": "vendor",
   "quote": "Your Workspace will switch to the new plan at the end of your billing cycle.",
   "supports": "when the change takes effect"
  },
  {
   "id": "s6",
   "url": "https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan",
   "title": "Downgrade your plan",
   "publisher": "vendor",
   "quote": "All your data will remain in the Workspace and can be accessed if you upgrade again.",
   "supports": "data is kept after downgrading"
  },
  {
   "id": "s7",
   "url": "https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan",
   "title": "Downgrade your plan",
   "publisher": "vendor",
   "quote": "Add-ons are independent of your plan. You must manually add and remove them.",
   "supports": "add-ons must be cancelled separately"
  },
  {
   "id": "s8",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "By default, customer accounts are set to automatically renew and we may automatically charge you for such renewal on or after the renewal date",
   "supports": "automatic renewal"
  },
  {
   "id": "s9",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "For customers on an annual Services plan, you must provide us with notice of any downgrades or cancellations",
   "supports": "annual plans need notice"
  },
  {
   "id": "s10",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "at least thirty days prior to your Services renewal date",
   "supports": "the 30-day notice period"
  },
  {
   "id": "s11",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "reductions in user counts, changes to your Services packages, or the discontinuation of any add-ons or upgrades",
   "supports": "what counts as a downgrade needing notice"
  },
  {
   "id": "s12",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "All fees are non-refundable except as required by law or as set forth in Section 1.14",
   "supports": "fees are non-refundable"
  },
  {
   "id": "s13",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "if you are not satisfied with your initial purchase of ClickUp Services for any reason, simply contact us within thirty (30) days",
   "supports": "the 30-day Satisfaction Guarantee"
  },
  {
   "id": "s14",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "we will be happy to issue a full refund",
   "supports": "a full refund under the guarantee"
  },
  {
   "id": "s15",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "The Satisfaction Guarantee does not apply to (a) Services initially purchased through or with the assistance of a ClickUp sales",
   "supports": "sales-assisted purchases are excluded"
  },
  {
   "id": "s16",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "representative or reseller (or any associated Upgraded Plans); (b) renewals or expansions of previously purchased Services or Upgraded Plans",
   "supports": "reseller purchases, renewals and expansions are excluded"
  },
  {
   "id": "s17",
   "url": "https://help.clickup.com/hc/en-us/articles/9180575416215-Intro-to-billing",
   "title": "Intro to billing",
   "publisher": "vendor",
   "quote": "Only the Workspace owner or an admin can manage billing or discuss billing information with Customer Support.",
   "supports": "who can manage billing and talk to support about it"
  },
  {
   "id": "s18",
   "url": "https://help.clickup.com/hc/en-us/articles/10129535087383-Intro-to-pricing",
   "title": "Intro to pricing",
   "publisher": "vendor",
   "quote": "You can request a full refund within 30 days of purchasing your first paid plan subscription.",
   "supports": "the first-purchase refund window"
  },
  {
   "id": "s19",
   "url": "https://help.clickup.com/hc/en-us/articles/6303101719831-Purchase-or-cancel-ClickUp-add-ons",
   "title": "Purchase or cancel ClickUp add-ons",
   "publisher": "vendor",
   "quote": "Owners and admins can cancel auto-renewal of their add-ons while retaining their paid plan",
   "supports": "who can cancel add-ons"
  },
  {
   "id": "s20",
   "url": "https://help.clickup.com/hc/en-us/articles/6303101719831-Purchase-or-cancel-ClickUp-add-ons",
   "title": "Purchase or cancel ClickUp add-ons",
   "publisher": "vendor",
   "quote": "In the Add-ons tab, select the Bundle and save or Customize tab. Click Cancel, then Yes, cancel add-on.",
   "supports": "the steps to cancel Brain AI"
  },
  {
   "id": "s21",
   "url": "https://help.clickup.com/hc/en-us/articles/6303101719831-Purchase-or-cancel-ClickUp-add-ons",
   "title": "Purchase or cancel ClickUp add-ons",
   "publisher": "vendor",
   "quote": "retaining their paid plan features until the end of their billing cycle",
   "supports": "when an add-on cancellation takes effect"
  },
  {
   "id": "s22",
   "url": "https://clickup.com/pricing",
   "title": "ClickUp pricing",
   "publisher": "vendor",
   "quote": "60MB Storage",
   "supports": "the Free Forever storage limit"
  },
  {
   "id": "s23",
   "url": "https://clickup.com/pricing",
   "title": "ClickUp pricing",
   "publisher": "vendor",
   "quote": "Unlimited Free Plan Members",
   "supports": "Free Forever members"
  },
  {
   "id": "s24",
   "url": "https://clickup.com/pricing",
   "title": "ClickUp pricing",
   "publisher": "vendor",
   "quote": "Save up to 30% with yearly",
   "supports": "the yearly billing saving"
  },
  {
   "id": "s25",
   "url": "https://help.clickup.com/hc/en-us/articles/7250693443607-Is-there-a-discount-for-non-profit-or-educational-companies",
   "title": "Is there a discount for non-profit or educational companies?",
   "publisher": "vendor",
   "quote": "We understand that certain situations may make paying full price for our Unlimited plan difficult, and offer discounts to some non-profit organizations and educators.",
   "supports": "nonprofit and education discounts"
  },
  {
   "id": "s26",
   "url": "https://help.clickup.com/hc/en-us/articles/7250693443607-Is-there-a-discount-for-non-profit-or-educational-companies",
   "title": "Is there a discount for non-profit or educational companies?",
   "publisher": "vendor",
   "quote": "Contact Support to talk about receiving customized pricing to match your budget.",
   "supports": "how to ask for the discount"
  },
  {
   "id": "s27",
   "url": "https://help.clickup.com/hc/en-us/articles/6310551109527-Export-task-data",
   "title": "Export task data",
   "publisher": "vendor",
   "quote": "In the All settings sidebar, select Imports / Exports.",
   "supports": "where exports start"
  },
  {
   "id": "s28",
   "url": "https://help.clickup.com/hc/en-us/articles/6310551109527-Export-task-data",
   "title": "Export task data",
   "publisher": "vendor",
   "quote": "Click Export Items.",
   "supports": "the Export Items step"
  },
  {
   "id": "s29",
   "url": "https://help.clickup.com/hc/en-us/articles/6310551109527-Export-task-data",
   "title": "Export task data",
   "publisher": "vendor",
   "quote": "Click the Select locations dropdown and choose the locations to export.",
   "supports": "choosing what to export"
  },
  {
   "id": "s30",
   "url": "https://help.clickup.com/hc/en-us/articles/6310551109527-Export-task-data",
   "title": "Export task data",
   "publisher": "vendor",
   "quote": "When the download is complete, click Download Export.",
   "supports": "downloading the export"
  },
  {
   "id": "s31",
   "url": "https://help.clickup.com/hc/en-us/articles/6310551109527-Export-task-data",
   "title": "Export task data",
   "publisher": "vendor",
   "quote": "You'll also receive an email with a link to the CSV file.",
   "supports": "the CSV format and email link"
  },
  {
   "id": "s32",
   "url": "https://help.clickup.com/hc/en-us/articles/6310514663319-Remove-someone-from-a-Workspace",
   "title": "Remove someone from a Workspace",
   "publisher": "vendor",
   "quote": "If you remove them from a paid plan, that seat remains open, and you can reassign it to a new user.",
   "supports": "removing a member leaves the paid seat open"
  },
  {
   "id": "s33",
   "url": "https://help.clickup.com/hc/en-us/articles/6310514663319-Remove-someone-from-a-Workspace",
   "title": "Remove someone from a Workspace",
   "publisher": "vendor",
   "quote": "Workspace owners and admins can remove people from a Workspace.",
   "supports": "who can remove members"
  },
  {
   "id": "s34",
   "url": "https://help.clickup.com/hc/en-us/articles/7571260692759-Delete-your-account",
   "title": "Delete your account",
   "publisher": "vendor",
   "quote": "Owners of Workspaces with more than one user must transfer ownership, delete the Workspace, or remove all users before their account can be deleted.",
   "supports": "what owners must do before deleting their account"
  },
  {
   "id": "s35",
   "url": "https://help.clickup.com/hc/en-us/articles/7571260692759-Delete-your-account",
   "title": "Delete your account",
   "publisher": "vendor",
   "quote": "Deleting your account is a permanent action and cannot be reversed.",
   "supports": "account deletion is permanent"
  },
  {
   "id": "s36",
   "url": "https://clickup.com/terms",
   "title": "ClickUp Terms of Service",
   "publisher": "vendor",
   "quote": "If we terminate your access to the Service, your Content and all other data will no longer be accessible through your account",
   "supports": "data after termination"
  },
  {
   "id": "s37",
   "url": "https://clickup.com/pricing",
   "title": "ClickUp pricing",
   "publisher": "vendor",
   "quote": "5 Spaces",
   "supports": "the Free Forever Spaces limit"
  },
  {
   "id": "s38",
   "url": "https://help.clickup.com/hc/en-us/articles/9180575416215-Intro-to-billing",
   "title": "Intro to billing",
   "publisher": "vendor",
   "quote": "If you have questions about your billing contract, reach out to the Account Executive that you worked with or sales@clickup.com.",
   "supports": "who to contact about a billing contract"
  },
  {
   "id": "s39",
   "url": "https://help.clickup.com/hc/en-us/articles/6303101719831-Purchase-or-cancel-ClickUp-add-ons",
   "title": "Purchase or cancel ClickUp add-ons",
   "publisher": "vendor",
   "quote": "In the All settings sidebar, click Plans.",
   "supports": "the Add-ons tab is under Plans"
  },
  {
   "id": "s40",
   "url": "https://help.clickup.com/hc/en-us/articles/6303101719831-Purchase-or-cancel-ClickUp-add-ons",
   "title": "Purchase or cancel ClickUp add-ons",
   "publisher": "vendor",
   "quote": "At the top, select the Add-ons tab.",
   "supports": "opening the Add-ons tab"
  }
 ],
 "verification": {
  "level": "partial",
  "checked_on": "2026-09-29",
  "by": "stackcut-research",
  "unverified": [
   "What the Cancel plan flow shows (confirmation, reason prompt or offer) and any confirmation email aren't documented",
   "The Terms don't say how the 30-day notice for annual plans must be given; the contract route uses the billing help's contacts (the Account Executive or sales@clickup.com for billing contracts, otherwise Support)",
   "The pricing FAQ answers ('What happens if I cancel?', 'What is your refund policy?') are collapsed and couldn't be read",
   "How to lower the number of paid seats, and when the bill drops, isn't documented",
   "How long data is kept after cancelling or deleting an account isn't stated; no App Store or Google Play billing is documented"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-09-29",
   "result": "partial",
   "notes": [
    "Re-read the downgrade, add-ons, billing intro and export articles, the Terms and pricing; every quoted fact matched",
    "Contract route: billing-contract questions go to the Account Executive or sales@clickup.com (s38)",
    "Add-ons step now says how to reach the Add-ons tab: Settings, Plans, Add-ons (s39, s40)",
    "Still open: how the 30-day annual notice must be given, the pricing FAQ's cancel and refund answers, and how seat reductions change the bill"
   ]
  }
 },
 "delete_account": {
  "url": "https://app.clickup.com/settings/profile",
  "difficulty": "easy",
  "source": "JustDeleteMe (MIT), https://github.com/jdm-contrib/jdm"
 },
 "stackcut": {
  "vendor_id": "clickup",
  "name": "ClickUp",
  "recipes": [
   {
    "id": "work-tracker",
    "title": "A single team work-tracking process",
    "best_year_one_net": 919
   }
  ]
 },
 "page": "https://stackcut.io/cancel/clickup",
 "json": "https://stackcut.io/exits/clickup.json",
 "evidence": {
  "packet_revision": "1100a16bc81dcf5f8bd6a88c0fa0519c74a1c94ea8c57b0294d98b28372d5f32",
  "docs_checked_on": "2026-09-29",
  "last_observed_success_on": null,
  "verification": "partial",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-09-29",
   "age_days": 10,
   "stale_after_days": 30,
   "next_check_on": "2026-10-29"
  },
  "routes": [
   {
    "route_id": "clickup--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-09-29",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-09-29",
     "age_days": 10,
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     "next_check_on": "2026-10-29"
    }
   },
   {
    "route_id": "clickup--sales-contract--r2",
    "channel": "sales_contract",
    "checked_on": "2026-09-29",
    "freshness": {
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     "age_days": 10,
     "stale_after_days": 30,
     "next_check_on": "2026-10-29"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}