Upgrade, downgrade or change your plan

1. Open Settings, then Plan & account
2. Compare your options

   Choose Compare plans to see every plan.

3. Choose Ask to change plan

   This sends your request, and we confirm the change with you. Once online checkout is live, you can also change plans on the Pay page.

4. Check the result

   Your plan name and what is Included update on the same panel.

When a change takes effect#

Our Payment terms say a move to a higher plan starts immediately and Stripe credits the unused part of what you already paid. A move to a lower plan, or from annual to monthly, takes effect at your next renewal.

Before you downgrade#

• People. If you have more people than the new plan allows, remove some first. See Edit, remove or reset someone, or hand over ownership.
• Active ideas. Park or promote ideas to fit the new limit. See Park an idea and come back to it.
• Locked features. Features from the higher plan, such as approvals, custom fields and time tracking, lock again.
• History window. Starter and Team show 12 or 24 months of history. Download a copy first. See Download everything: your data backup.