
🔐 ClickUp Login Methods
1. Standard Email/Password Login
- • Navigate to clickup.com
- • Click the "Log In" button (top right)
- • Enter your registered email address
- • Input your password
- • Click "Log In" to access your dashboard
2. Single Sign-On (SSO) Options
🔸 Google SSO
- • Click "Continue with Google"
- • Available on Business Plan+
- • Streamlined authentication
- • No separate password needed
🔸 Microsoft SSO
- • Select "Continue with Microsoft"
- • Enterprise Plan feature
- • Azure/Entra ID integration
- • Admin-controlled access
3. Enterprise SAML SSO
Available on Enterprise Plan: Custom SAML 2.0 integration with any Identity Provider
- • Okta integration with full provisioning
- • Custom SAML for any IDP
- • Active Directory Federation Services
- • Duo two-factor authentication
🚨 Common ClickUp Login Issues & Solutions
❌ Problem: Forgotten Password
✅ Solution:
- 1. Click "Forgot Password?" on login page
- 2. Enter your registered email address
- 3. Check inbox and spam folder for reset link
- 4. If no email arrives, contact ClickUp Support
- 5. Follow link to create new password (8+ characters required)
❌ Problem: Two-Factor Authentication Issues
✅ Solution:
- • Lost device: Ask workspace admin for temporary login link
- • Wrong number: Update phone number once logged in
- • App issues: Deactivate 2FA and contact Support
- • Code not working: Check time sync on authenticator app
❌ Problem: Account Locked Out
✅ Solution:
- • Multiple failed attempts trigger lockout
- • Contact ClickUp Support directly
- • Admin can send secure temporary login link
- • Links expire in 24 hours
❌ Problem: Browser/Cache Issues
✅ Solution:
- • Clear browser cache and cookies
- • Update to latest Chrome, Firefox, Safari, or Edge
- • Disable browser extensions temporarily
- • Try incognito/private browsing mode
❌ Problem: Mobile App Login Issues
✅ Solution:
- • Update ClickUp app to latest version
- • Log out and back in to refresh session
- • Clear app cache/data
- • Reinstall app if problems persist
🛡️ ClickUp Security Features
🔐 Two-Factor Authentication
- • Text Message (SMS): Receive codes via phone
- • Authenticator App: Google Authenticator, Authy
- • Individual Control: Users enable their own 2FA
- • Workspace Requirement: Admin can mandate 2FA (Business+)
To enable: Settings → Two-factor authentication → Choose method
🏢 Enterprise Security
- • SAML 2.0: Custom identity provider integration
- • SSO Bypass: Individual user exceptions
- • Login Permissions: Support access control
- • Certificate Requirements: Signed and encrypted
Plan Requirements: Google SSO (Business+), Others (Enterprise)
⚙️ Account Management
📝 Updating Your Account
Change Username/Email/Password:
- 1. Click your avatar (top right)
- 2. Select "Settings"
- 3. Go to "Profile" section
- 4. Update desired information
- 5. Save changes
Admin Account Management:
- • Send temporary login links
- • Manage SSO requirements
- • View linked accounts status
- • Control user provisioning
🤝 ClickUp for Meeting Collaboration
📅 ClickUp Meeting Features
Meeting Organization:
- • Create dedicated meeting Lists
- • Individual task for each meeting
- • Attach Docs for note-taking
- • Track action items and follow-ups
Collaboration Tools:
- • Real-time Docs editing
- • Chat integration
- • Whiteboard brainstorming
- • Task assignment from notes
🤖 Integrating AI Meeting Tools with ClickUp
Connect your AI meeting tools with ClickUp for seamless project management:
🔗 Integration Benefits:
- • Automatic task creation from meeting notes
- • Action items sync to ClickUp projects
- • Meeting summaries attached to tasks
- • Calendar sync for better scheduling
🎯 Recommended AI Tools:
- • Fireflies.ai - Sales meeting insights
- • Otter.ai - Accurate transcription
- • Sembly AI - Task-focused notes
- • Supernormal - Custom formatting
📊 Microsoft Teams Integration
ClickUp's Microsoft Teams integration enhances meeting workflows:
- • Create tasks directly from Teams chats
- • Link meeting recordings to ClickUp projects
- • Real-time collaboration notifications
- • Unified project visibility across platforms
🎯 Best Practices for ClickUp Login Security
✅ Do This:
- • Use strong, unique password (8+ characters)
- • Enable two-factor authentication
- • Bookmark official ClickUp login page
- • Keep browser and app updated
- • Use SSO when available
- • Regularly review login permissions
❌ Avoid This:
- • Don't share login credentials
- • Don't ignore security warnings
- • Don't use public WiFi for login
- • Don't click suspicious email links
- • Don't save passwords in browsers
- • Don't ignore failed login notifications
🆘 When to Contact ClickUp Support
Contact Support For:
- • Account permanently locked after multiple attempts
- • Password reset emails not received (after checking spam)
- • SSO configuration issues for Enterprise accounts
- • 2FA device lost or phone number changed
- • Suspicious account activity or security concerns
- • Email address change for workspace admin
📞 How to Contact:
- • ClickUp Help Center: help.clickup.com
- • In-app support chat
- • Email: support@clickup.com
- • Include account details and error messages