How to Track Contract Renewals in ClickUp

Using ClickUp for contract renewal tracking lets you centralize client data, automate reminders, and reduce churn by keeping every renewal opportunity visible and on time.

This how-to guide walks you through setting up a dedicated contracts space, configuring an AI agent, and creating automated workflows that keep your customer success team focused on retention.

Why Use ClickUp for Contract Renewal Management

Managing renewals across spreadsheets, email threads, and scattered tools creates risk. A dedicated contract workspace in ClickUp solves that by consolidating all renewal information into a single view.

With the contract renewal tracking solution, you can:

• Store every contract and client in one centralized list.
• See upcoming renewals and risk levels at a glance.
• Trigger automated follow-ups before contracts expire.
• Share clear status visibility across customer success and leadership.

The built-in AI agent enhances this workflow by surfacing renewals due soon and suggesting the right actions for your team.

Set Up Your Contract Workspace in ClickUp

Start by creating a dedicated structure so every contract record is easy to track and update.

Create a Contracts Space in ClickUp

1. Create a new Space for Customer Success or Account Management.
2. Add a Folder dedicated to contracts and renewals.
3. Within that Folder, create a List specifically for contract records.

This gives your team a focused area in ClickUp where all contract data, activities, and automation live together.

Define Core Contract Fields in ClickUp

To track renewals effectively, standardize the data you collect for each contract.

For each task in your contract List, include custom fields such as:

• Client name and account owner.
• Contract start and end dates.
• Renewal date and renewal window.
• Contract value and projected renewal value.
• Renewal status (e.g., Pending, At Risk, Renewed, Churned).

These fields make it possible for your AI agent and your team to filter, sort, and prioritize renewals in ClickUp.

Configure the Contract Renewal AI Agent in ClickUp

The contract renewal tracking template includes an AI agent designed to monitor upcoming expirations, highlight risk, and recommend follow-up actions.

Access the Contract Renewal AI Agent

1. Open your contracts List in ClickUp.
2. Locate the AI agent panel or automation section that comes with the contract renewal tracking solution.
3. Review the default AI prompts and behaviors provided for this use case.

The agent is tailored to help customer success teams proactively manage renewals based on live contract data.

What the ClickUp Contract AI Agent Can Do

Within the contract renewal setup in ClickUp, the AI agent is designed to support tasks such as:

• Identifying contracts that are approaching their renewal date.
• Flagging accounts with potential churn risk.
• Suggesting next best actions for customer success managers.
• Supporting conversations with leadership by summarizing renewal pipelines.

Because the AI agent lives directly in your workspace, it uses the context of your contracts and client records to produce relevant suggestions.

Build Automated Renewal Workflows in ClickUp

Automation reduces manual work and ensures no contract slips through the cracks. The contract renewal tracking solution uses rules-based logic and AI support to keep your pipeline up to date.

Create Renewal Reminder Automations in ClickUp

Set up automation so teams are notified well before a contract expires.

1. Open Automations for your contracts List.
2. Create a new rule triggered when the renewal date is approaching.
3. Configure actions such as:
   • Assigning the task to the account owner.
   • Changing the renewal status (for example, to “Needs Outreach”).
   • Posting a comment tagging stakeholders.
   • Adding the contract to a renewal focus view.

These automations enable consistent, repeatable renewal processes in ClickUp without relying on memory or manual reports.

Use Views to Prioritize Renewals in ClickUp

Custom views help your team quickly see which contracts require attention.

Create different views, such as:

• A table view sorted by renewal date.
• A board view grouped by renewal status.
• A filtered view showing only at-risk or high-value contracts.

Each view can be shared with customer success leaders, executives, or other teams that rely on up-to-date renewal information.

Collaborate on Renewals Inside ClickUp

Collaboration features turn each contract task into a living record of the renewal process.

Coordinate Customer Success Activities in ClickUp

Within a contract task, your team can:

• Add comments documenting client calls and email outcomes.
• Attach proposals, quotes, and signed agreements.
• Tag legal, finance, or sales for cross-functional input.
• Update custom fields as negotiations progress.

This creates a single source of truth for each account, reducing back-and-forth and confusion as renewals move forward.

Improve Leadership Visibility with ClickUp Dashboards

Dashboards give leaders a high-level view of the renewal pipeline without leaving ClickUp.

Use widgets to display:

• Total renewal value in the current period.
• Contracts at risk vs. likely to renew.
• Renewals grouped by owner or segment.
• Trends in churn and expansion over time.

These insights help leadership plan revenue, allocate resources, and support the customer success team where it matters most.

Get Started with the Contract Renewal Solution in ClickUp

The contract renewal tracking solution is designed as a ready-made, AI-powered workspace you can activate and adapt to your own process.

To explore the full configuration for this use case, including the AI agent and template details, visit the official resource at ClickUp Contract Renewal Tracking.

If you want help rolling out a scalable contract management process and integrating it with other tools, consider working with specialists. For example, Consultevo offers implementation and optimization services that can complement your internal rollout.

By combining a structured workspace, an AI agent tailored to contract renewal tracking, and automations that keep your pipeline current, you turn ClickUp into a dependable system for protecting revenue and strengthening long-term customer relationships.

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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