ClickUp
For New Users | Resources for Current Users | Restrictions for Use
ClickUp is a project-management and collaboration software the is used by various areas of the University, including University Advancement and staff in the Chancellor’s Suite. Below are the common functions and training provided to those staff for reference on how to complete common actions in ClickUp.
- Projects: Plan, track, and manage any type of work with project management resources for your team.
- Collaboration: Collaborate with your team through dashboards, notifications, and real-time chat.
- Tasks: Create tasks to assign work and track progress on activities.
For New Users
Accessing ClickUp
The WashU ClickUp account managed by WUIT is an enterprise level account that is comprised of private spaces owned by each department/team using the application to manage their work.
It is important to note, that while this is an enterprise level account, this does not mean that account access is free to all WashU employees. Annual Licensing fees are charged for each individual needing edit access in the application.
Requesting access
Who can request access: Any WashU employee can request access to the account.
How to initiate onboarding your department/team to ClickUp:
- Submit a new ClickUp Space – New/Archive/Delete form in ServiceNow.
- Submit a ClickUp Access – New form in ServiceNow for yourself and each member of your team needing access. Note: There is a field in the form that asks for ‘space or folder name’, since a space has not yet been created for your team, please place the name (first and last) of the individual requesting the new space into this field so we can identify which access forms belong to which group.
How to request access to an existing space:
- Complete the ClickUp Access – New form in ServiceNow.
Need more information?
Not sure ClickUp is the right solution for your team? Check out the Work Management Platforms page to see a comparison of all Work Management applications managed by WashU IT.
If you still have questions, you can request a consultation.
Resources for Current Users
Join the WashU ClickUp Community on Microsoft Teams to learn about Monday.com updates/new features/best practices, issues/outages, collaborate with other Monday.com users across the University, and access resources.
ClickUp Help Center (Quick Guides)
- ClickUp Access – Modify/Remove: Request modification of an existing user role or to remove an individual from the ClickUp application
- ClickUp Access – New: Request a new individual be added to the ClickUp Workspace.
- ClickUp Spaces – New/Archive/Delete: Request a new space or to archive/delete an existing space
- You can also contact the IT Service Desk.
- Vendor support is available 24/7 by emailing help@clickup.com.
- You can also access community conversations and ClickUp webinars for additional information.
Restrictions for Use
ClickUp is limited to University related activities, such as academic teaching or research. The use of ClickUp for personal activities is prohibited.
This application is not HIPAA or FERPA compliant. Be sure to follow all legal, regulatory, and University policies when collecting or storing sensitive data. If unsure whether or not your tasks or documents contain sensitive data, contact the departments below for guidance.
- HIPAA Privacy Office for Protected Health Information (HIPAA)
- University Registrar for Protected Student Information (FERPA)
- Information Security, including Personally Identifiable Information (PII)
- Human Research Protection Office for the use of ClickUp in human research studies