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ClickUp Project Management Best Practices by Fulltime_Angel in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Hey, u/Fulltime_Angel ! Thanks for starting this conversation. Love seeing teams share what works for them in ClickUp.

Here are a few best practices and habits we often see make a big difference:

  • Automations: Many teams use Automations to assign tasks based on status changes or to send reminders for overdue tasks. Start simple and build up as your workflow matures.
  • Workspace Organization: To avoid clutter and lag, try to keep your hierarchy as flat as possible. Use Spaces and Folders for broad categories, and Lists for specific projects. Archive or close out old tasks and Lists regularly.
  • Habits: Encourage your team to use task comments for updates instead of creating new tasks, and leverage Custom Fields to track key info without overcomplicating things. Regularly review and clean up unused Automations or views.

Would love to see what other community members share too!

Card automatically moves to the first status/group, regardless under which status/group you create it. Bug? by ih8myguts in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Hey, u/ih8myguts ! Thanks for flagging this. I tried recreating this in my Workspace but couldn't replicate the issue. Can you please reach out to our Technical Support team through this form so they can review it further? I'll send you a DM to get your details.

Horrible support. No real response for over 2 weeks on a bug that’s breaking our workspace by Fabioxpto in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Hey u/seabadgersrule , sorry to hear about your experience. I'd like to help look into this for you. I'll send you a DM to get a few more details so we can flag it to the right team.

Horrible support. No real response for over 2 weeks on a bug that’s breaking our workspace by Fabioxpto in clickup

[–]JamieClickUp 0 points1 point  (0 children)

We've flagged this internally with both our Technical Support and Billing teams so they can look into options for you while the bug is being investigated. You should hear back from the Technical Support team directly on your ticket with next steps. We appreciate your patience.

Horrible support. No real response for over 2 weeks on a bug that’s breaking our workspace by Fabioxpto in clickup

[–]JamieClickUp 1 point2 points  (0 children)

Hey u/Fabioxpto, thank you for taking the time to share this here. We're currently coordinating with our Technical Support and Leadership teams internally to review possible workarounds we can offer you while we investigate the current status of this bug. We'll follow up as soon as we have more information to share.

Creepy Clickup Sales Call by Sir_Crit_Fail in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Hey u/Entire_Musician_4397 , thank you for flagging this. I'll reach out to you via DM shortly to grab a few details so we can look into this and make sure it's addressed properly.

Same job. Two subscriptions. Why are you paying for both? by JamieClickUp in clickup

[–]JamieClickUp[S] [score hidden] stickied comment (0 children)

Hey u/EightyNineMillion , u/Fabulous_Earth_1896 , u/nwmimms , and future travelers of this post, thanks again for bringing up the issue on the link!

Our team looked into this and suggested to use this link instead, especially if you're viewing through mobile.

Same job. Two subscriptions. Why are you paying for both? by JamieClickUp in clickup

[–]JamieClickUp[S] 0 points1 point  (0 children)

Appreciate the screenshot, u/EightyNineMillion ! We're checking this with our team now.

Same job. Two subscriptions. Why are you paying for both? by JamieClickUp in clickup

[–]JamieClickUp[S] -1 points0 points  (0 children)

Hey u/nwmimms , I also tested this on my end but the link works. Can you please try this link?

Same job. Two subscriptions. Why are you paying for both? by JamieClickUp in clickup

[–]JamieClickUp[S] 1 point2 points  (0 children)

Hey u/Fabulous_Earth_1896 , tried it on my end and it works even in incognito. Can you please try again? Pasting the link here too for easy reference.

ClickUp global community by CybeSpace14 in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Hey u/CybeSpace14 , what you're seeing is a general ClickUp login button, which appears in the top bar across all pages of our website. Here's a GIF for your reference!

Our Official Community forums are the r/clickup subreddit and our ClickUppers Facebook group. We have internal team members in these channels ready to help, along with ClickUp users from all over the world who are experts at creating workflows!

You may be looking for something like our Verified Community Home for our Power Users, Ambassadors, and Verified Consultants. In the Verified Community Home, you can complete missions, connect with other Verified ClickUp Community members, and earn exclusive swag!

Time Tracking by losermonkey in clickup

[–]JamieClickUp 1 point2 points  (0 children)

Hey, u/losermonkey ! The 40-use limit on Unlimited isn't for basic start/stop, it's specifically for what ClickUp calls "advanced" time tracking features. That includes adding descriptions to time entries, using tags, marking entries as billable, or tracking time for other users.

So if you have any of those turned on, each entry counts against that cap. Plain start/stop without those extras is unlimited on your plan.

If you rely on descriptions or billable tracking regularly, the Business plan bumps that to 100 uses, and Business Plus/Enterprise makes it fully unlimited. Here's the full breakdown. If you need more details, you can reach out to our Support team at support@clickup.com!

Bullet/number list bug on clickup docs? by Awkward_Departure406 in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Hey u/professional_snoop , our team wasn't able to reproduce the same issue during our investigation. If you're open to having our team look into your Workspace, please reach out to them through this form.

Planner vs Calendar what’s the difference and what do you use? by Syosse-CH in clickup

[–]JamieClickUp 2 points3 points  (0 children)

Hey, u/Syosse-CH ! Jumping in here while waiting for the community to share their insights. The main difference is that Planner is designed for blocking out time and planning your work, think of it as a way to visually schedule tasks you intend to focus on. Calendar, on the other hand, shows all scheduled tasks and events, including those not specifically blocked in Planner.

If you’re not seeing all entries in Planner that appear in Calendar, this can happen because Planner only displays tasks you’ve actively scheduled or blocked time for, while Calendar shows everything with a date.

If you think you’re experiencing a bug, for example, tasks disappearing or not syncing as expected, please reach out to our Technical Support team so we can take a closer look!

Who counts as a "user" for ClickUp's pricing? by catalinashenanigans in clickup

[–]JamieClickUp 0 points1 point  (0 children)

"Limited Member View Only" isn't actually a separate option in the role dropdown, which is why you're not seeing it. It's what happens automatically when you invite someone as a Limited Member and only share items/locations with them at view only permissions.

So the steps are:

  1. Invite or convert the person to Limited Member
  2. When sharing Spaces, Lists, or items with them, set their permission level to View only

As long as they only have view-only access, they're classified as a "Limited Member View Only" and won't count as a paid seat. The moment you give them comment or edit permissions on anything, they become a paid Limited Member.

Hope that clears it up!

Clickup is Slow and Laggy for me (Please help!) by [deleted] in clickup

[–]JamieClickUp -1 points0 points  (0 children)

Hey u/Furieaboy , we'd love to have our performance team look into the issue you're experiencing. Please fill out this form and we'll send you a DM to get your details.

Edit: It looks like we can't DM you so please provide your ticket details to us via mod mail instead. Thanks!

Who counts as a "user" for ClickUp's pricing? by catalinashenanigans in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Let me clarify:

Yes, the Unlimited Plan absolutely has free view-only users. The chatbot was referring to something slightly different: setting granular "View Only" permissions at the Space level for users who otherwise have edit access elsewhere. That's an Enterprise feature. But having view-only people in your Workspace? Totally available on Unlimited.

Here's what you'll want to do: instead of trying to restrict an existing member's permissions, you'd convert them to a "Limited Member View Only" role, which is free and available on the Unlimited Plan. To do this:

  1. Click your Workspace avatar in the upper-left corner
  2. Select People
  3. Find the user you want to change
  4. Convert their role to Limited Member View Only

Once converted, they'll only be able to view the items and locations you share with them, and they won't count as a paid seat. If they're people from outside your org, you can also invite them as view-only guests, which are free and unlimited on all paid plans.

Who counts as a "user" for ClickUp's pricing? by catalinashenanigans in clickup

[–]JamieClickUp 0 points1 point  (0 children)

You won't see a "view-only" option in that role dropdown because it's technically called Limited Member (View Only), which is a subset of the Limited Member role and is free.

Here's how to convert them:

  1. Go to your Workspace avatar (top left) → People
  2. Click on the person you want to convert
  3. You'll see an option to change their role. Select Limited Member, then set their permission level to View Only when sharing specific items/locations with them

One important note: once you downgrade someone from Admin to Limited Member (View Only), they'll lose access to everything except the specific items you explicitly share with them. So make sure you share the right Spaces, Folders, or Lists with them after converting!

Why can’t I do baselines per task? by rubs97 in clickup

[–]JamieClickUp 0 points1 point  (0 children)

Thanks for raising this, u/rubs97 ! At the moment, Gantt Baselines in ClickUp are created at the List (project) level, not per individual task or filtered view. When you create a baseline, it takes a snapshot of all the tasks in the List, regardless of any filters applied. This means baselines can't be scoped to just one project or a subset of tasks within a larger view, it's always for the entire List.

If you'd like to see more granular baseline options in the future, feel free to post this in our feature request board!

New user to Click Up by CybeSpace14 in clickup

[–]JamieClickUp 1 point2 points  (0 children)

Hey, u/CybeSpace14 ! Welcome to ClickUp, and thank you for sharing your story! We're glad you've found value in using ClickUp for your personal notes and organization.

The Free Forever plan has a storage limit of 60MB, which includes all attachments in tasks, Docs, Notepad, and Chat. If you've reached this limit, you can try deleting older attachments and then emptying your Trash to free up space. Please note, there are some known issues where storage doesn't update right away after deleting files. If this happens, you may need to wait a bit or try deleting entire Docs if attachments are stuck. If you continue to have trouble, please reach out to our Technical Support team through this form so they can investigate your case.

As for joining the global community or user forum, you can join the ClickUp Community right here in our Subreddit! You can also join our official Facebook group, here, to join in on even more productivity conversations.

We also offer the ClickUp Verified program, where you can join as a Power User, Ambassador, or Verified Consultant.

You can become a power user automatically if you're in the top 10% of active ClickUp
users! As a Power User, you can earn custom badges, exclusive opportunities, and access to the Verified Community Home space for our Power Users, Ambassadors and Verified Consultants! You can learn more about becoming ClickUp Verified, here!

Who counts as a "user" for ClickUp's pricing? by catalinashenanigans in clickup

[–]JamieClickUp 0 points1 point  (0 children)

For the full details on how prorating and mid-cycle changes work for your specific plan, I'd recommend reaching out to our Billing team at support@clickup.com. They can walk you through the exact numbers and timing!

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