How to downgrade your ClickUp plan
When your team needs fewer features or wants to reduce subscription costs, you can downgrade your ClickUp Workspace plan in just a few steps. This guide explains how to start a downgrade, what happens to your data and features, and how to prepare your Workspace before the change.
Before you downgrade your ClickUp Workspace
Before making any changes, review how your Workspace uses paid features so you can prevent surprises after the downgrade.
Key paid features in ClickUp
When you move to a lower plan, certain features may no longer be available or may be limited. Typical paid features include:
- Custom permissions and advanced sharing options
- Advanced automations or higher automation usage
- More dashboard widgets and reporting capabilities
- Additional custom fields and views
- Higher storage, item limits, or guest permissions
Check your current plan’s feature list in your Workspace settings to understand what will change when you downgrade.
Access requirements to change your ClickUp plan
Only specific people can downgrade a Workspace:
- The Workspace owner
- Admins with billing permissions
Make sure you are signed in with an account that has permission to access billing and subscription settings before you start.
Steps to downgrade your ClickUp plan
Follow these steps to downgrade your Workspace subscription through the billing settings.
Open billing settings in ClickUp
- Sign in to your ClickUp account.
- Select the correct Workspace from the Workspace switcher, if you belong to more than one.
- Click your avatar or profile icon in the lower-left corner.
- Select Billing or Billing & Plans from the menu.
This opens the billing page where you can see your current plan, payment method, and renewal date.
Choose a lower ClickUp plan
- On the billing page, locate your current subscription card.
- Look for an option such as Change plan, Manage plan, or Update plan.
- Select the lower plan you want to switch to, such as:
- Business to Business Plus, or Business to Unlimited
- Unlimited to Free
- Enterprise to a self-serve paid plan if available
The available downgrade paths and options depend on the region and current subscription type shown in your account.
Review pricing and billing changes
When you pick a lower ClickUp plan, you will see updated pricing details. Carefully review:
- New per-member price and billing frequency (monthly or yearly)
- Any proration or credit applied from your existing subscription
- The next charge date and renewal amount
Confirm that the new total matches your expectations. If something looks incorrect, adjust the number of paid members or contact support before finalizing.
Confirm and complete the ClickUp downgrade
- After reviewing pricing, click the button to confirm the downgrade (for example, Confirm or Downgrade plan).
- Wait for the confirmation screen showing that your plan has been updated.
- Check your email for a billing receipt or confirmation message.
Once this is complete, your Workspace is scheduled to move to the new plan. In many cases the change may take effect at the end of the current billing period, depending on the terms shown during checkout.
What happens after you downgrade ClickUp
After the downgrade is applied, your Workspace may lose access to some paid features or limits may change. Understanding these changes helps you avoid data issues.
Feature access changes in ClickUp
Typical changes after a downgrade can include:
- Some advanced ClickApps becoming read-only or disabled
- Reduced automation usage or fewer automation actions per month
- Limits on dashboards, custom fields, or views
- Changes to sharing, guest access, or permissions
Existing items may remain visible, but certain actions may no longer be possible. For example, you might not be able to add new automations beyond the lower plan’s limit.
Data and storage considerations
Downgrading does not usually delete data immediately, but you may experience:
- Storage caps that prevent uploading new files
- Inability to create more tasks, lists, or spaces if you hit plan limits
- Historic use of some features that becomes view-only
To stay organized, review your storage usage and item counts before you complete the downgrade and remove or archive unnecessary content.
Members, guests, and billing seats
On a lower ClickUp plan, the number of paid seats or the way you invite guests can change. After the downgrade:
- Review your members list and remove people who no longer need access.
- Check guest permissions and adjust access to match the new plan rules.
- Verify that the number of paid seats matches your billing expectations.
Keeping your member list aligned with your plan prevents unexpected charges in future billing cycles.
Best practices before downgrading ClickUp
Preparing your Workspace ensures a smooth transition with minimal disruption.
Audit your current ClickUp usage
Spend a few minutes checking which advanced features your team uses regularly:
- Dashboards and reporting
- Automations and templates
- Custom fields, views, and ClickApps
- Integrations and external tools
Document any critical workflows that rely on higher-tier features so you can adjust them or find alternatives on the new plan.
Communicate changes to your team
Notify Workspace members that the ClickUp plan is changing and share what they can expect:
- Which features will be removed or limited
- When the downgrade is scheduled to happen
- Who to contact if they notice issues
Clear communication reduces confusion and helps your team adapt to the new plan quickly.
Contact ClickUp support if needed
If you have questions about specific feature changes, billing details, or Enterprise downgrades, review the official help center instructions at this ClickUp downgrade article. For complex setups, you can also reach out to their support team through the in-app help options.
Optimize your new ClickUp setup
After the downgrade is complete, optimize your Workspace so your team can keep working efficiently on the new plan.
Rebuild workflows within your ClickUp limits
Consider these adjustments:
- Replace complex automations with simpler rules or manual checkpoints.
- Consolidate dashboards and views to fit into new limits.
- Archive old projects, lists, and tasks that are no longer needed.
Focusing on essential workflows ensures you get the most value from your current subscription level.
Get expert help with ClickUp optimization
If you need ongoing help designing lean workflows, improving documentation, or integrating AI tools around your ClickUp Workspace, you can work with a specialist agency. For example, Consultevo offers consulting, process design, and content support that can complement your internal team.
Recap: Downgrading your ClickUp plan safely
To downgrade your ClickUp plan without disruption, remember to:
- Confirm you have the correct billing permissions.
- Review the features and limits of the lower plan.
- Follow the in-app billing steps to choose and confirm your new plan.
- Prepare your Workspace by auditing usage, cleaning up data, and informing your team.
- Check feature access and member seats after the downgrade takes effect.
By planning ahead and following these steps, you can move to a lower-cost ClickUp plan while keeping your most important work, data, and processes intact.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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