ClickUp is a fantastic all-in-one productivity platform that helps teams manage everything from simple tasks to complex, multi-stage projects. While you rightfully trust cloud apps like ClickUp to be secure and reliable, managing your business's critical data on any single platform opens the door to potential risks.
Using ClickUp to manage your business can expose your team to issues such as accidental data deletion from human error, malicious actions by disgruntled employees, or data loss due to technical glitches and downtime. Losing an important ClickUp task or list can set your business back hours, or even days.
To gain peace of mind and protect your workflow, implementing an automated backup solution is essential. This guide will walk you through setting up a daily, automated backup for your ClickUp account using ProBackup.
Part 1: Create a ProBackup Account
Getting started is easy and comes with a 7-day free trial.
- Visit the ProBackup for ClickUp page by navigating to https://www.probackup.io/backup/clickup
- Click on the Start free 7 day trial button.
- Select ClickUp as the app you would like to back up and click Continue
- Fill in your email, first name, and last name, then click Continue.
- Verify your email address by following the instructions sent to your inbox.
Part 2: Connect ClickUp and Start Your First Backup
Once your ProBackup account is created and verified, you can connect your ClickUp account.
We recommend that you sign in to the right ClickUp account first, before connecting your account.
- In ProBackup, click on Sign in with ClickUp. This will redirect you to ClickUp to authorize the connection. If you are not signed in to ClickUp, then you will have to sign in first.
- On the ClickUp authorization page, select the workspaces you would like to back up and click on Connect Workspaces.
- Click Start Backup to grant ProBackup access and begin your first backup.
What Happens Next?
After you confirm, the initial backup of your selected ClickUp workspaces will begin automatically. Our backup app will fetch all relevant data types such as lists, tasks, comments, files and ClickUp docs. Depending on the size of your ClickUp account, the initial backup can take up to a few hours. You will be notified by email as soon as the first backup is complete.
Click on Go to ClickUp to view the lists that are already backed up.
That’s it! Your ClickUp account is now protected with daily automated backups, ensuring your data is safe and easily restorable when you need it most.
Inviting other ClickUp users
During the onboarding flow of ClickUp, you choose which workspaces you want to back up. Once the initial backup is started, we can back up all data that your ClickUp account has access to. This means that any private spaces, folders or lists that you don’t have access to, will not be included in the scope of the backup. You can solve this by inviting other team members to your account.
- In ProBackup, go to Settings > Users.
- Click on Invite Team Member and confirm the popup.
Each invited team member needs to create their own ProBackup account and authorize ProBackup to their ClickUp account. Once they’ve done this, then their personal spaces, folders and lists will be added to the backup scope.
