Upgrade and billing

Upgrade options

When deciding to upgrade to a paid plan you should identify three things.

Which space you want to upgrade:

• A workspace
• A team within an organization
• A set of teams collected in a division
• An entire organization

Your billing cycle:

• Monthly
• Annual

Annual plans receive a discount equivalent to two months. See pricing details here.

The number of members you want to upgrade to:

• Upgrade a workspace or organization, you must upgrade for all members in the organization or workspace
• Upgrade a team within the organization, you only upgrade for the members in the team

Can smaller teams upgrade?

We offer 2, 3, 4, and 5 seat plans to address the needs of smaller teams. We do not offer paid subscriptions for 1-user plans.

You can choose to upgrade one team if you only need one specific group to have access to paid features instead of your whole organization. However, subscriptions are non-transferable between separate workspaces and organizations. If you upgrade the wrong space, you will need to cancel it first and then upgrade the correct space again.

Paid organization vs paid team

If you are in an organization, you need to determine whether you want to upgrade the entire organization, one specific team, or a group of teams under one division.

If you upgrade the organization, you are paying for every member in the organization; the entire organization and all teams inside of your organization can leverage the paid features.

If you upgrade a specific team, only that particular team will be considered on a paid plan. The rest of the organization and the other teams will remain on the Basic version of Asana with the option to upgrade in the future. Contact our Sales team if you're interested in upgrading multiple teams together.

Upgrade to a paid plan

To upgrade, you can either:

1. Click the Orange Upgrade button on the right of the top bar
2. Click your profile photo and select Upgrade from the drop-down menu

This will redirect you to a page that allows you to choose which paid tier you would like to upgrade the workspace or organization to. You can choose between an Asana Starter, Advanced, Enterprise, or Enterprise+ plan. If you're having difficulty upgrading, please get in touch with our Support team.

Once you've selected your preferred tier, you will be brought to a page where you can choose whether to upgrade the entire organization or a single team.

The checkmark indicates the workspace or organization you are about to upgrade.

On the Change plan details page, you can:

1. Choose your type of paid plan
2. Choose whether to be billed monthly or annually
3. Choose the size of your plan you wish to upgrade with the Seats dropdown
4. Choose whether to upgrade the entire organization or only one team

All our plans are tiered. We do not currently offer single user paid plans.

When you have selected all of your options, click the Update plan button to go to the billing information page.

On the billing information page, you can then enter your payment details & billing address.

Once you've selected your plan type and entered your billing details, select Upgrade

Invoice payments

We offer invoice payments for annual plans of 20 or more members.

For more information, please contact our Sales team.  

Manage billing

During the upgrade process, you can appoint either yourself or one of your colleagues as the billing owner of your subscription. The billing owner must be a member of the space to be upgraded.

The billing owner:

• Can update billing information
• Will automatically become the admin in a paid organization and can appoint other admins
• Can upgrade, downgrade, or cancel the paid plan
• Can reappoint another member as the billing owner
• Receives a copy of the latest invoice at every billing cycle
• Can access copies of previous invoices

Access your workspace or organization's billing page

You can access your billing page for your workspace or organization through the admin console.

To access your the admin console

1. Click your profile icon in the top right corner
2. Click Admin console

Once you click on Admin console navigate to the Billing tab. You should be able to view all invoices directly from this part of the admin console.

The billing tab is not available to customers on a Basic (free) plan. Once subscribed to a paid plan, you will see in place of admin console About my workspace. The billing tab will be available once you click here.

From the billing tab, you can:

1. Change your type of paid plan
2. View your seat utilization
3. Update your billing information
4. Reassign the billing owner role
5. Download your latest invoice
6. Contact support
   
   

Access your team's billing page

You can access your team's billing page through your team settings.

To access a paid team's billing page

1. Click on the paid team in the sidebar to open the team Home page
2. Click the drop-down arrow beside the team name and choose Edit team settings
3. Click the Billing tab to manage billing

Billing owners of paid plans who are paying via manual invoicing and wish to adjust or cancel their plan should contact the Sales team through the Billing tab

Your team's billing owner can cancel your plan by clicking into your team settings and navigating to the Billing tab.

Access billing via the admin console

The billing owner of a paid organization, who is also the admin, can access their billing through the admin console.

From the billing tab, you can:

1. Change your type of paid plan
2. View your seat utilization
3. Update your billing information
4. Reassign the billing owner role
5. Download your latest invoice
6. Contact support

Only the current billing owner of an organization will be able to update the billing information, reassign the billing owner role or download the latest invoice.

Update seat size

Billing owners can add seats through their admin console or in team settings for team plans.

If you’re on a manual invoice you will be directed to our Sales team to request the change.

You can change the size of your plan via the Seats drop-down menu when you choose to update the plan.

On the Change plan details page, you can:

1. Choose your type of paid plan
2. Choose whether to be billed monthly or annually
3. Choose the size of your plan you wish to upgrade with the Seats dropdown
4. Choose whether to upgrade the entire organization or only one team

Downgrade to Asana Personal or change plan size

To change or cancel your paid plan:

• Click your profile photo from the right of the top bar and select Admin console
• Navigate to the Billing tab
• From the Billing tab, select Cancel Plan/Trial or Edit plan

If you are on an annual plan and wish to cancel your subscription you can follow the steps in Asana's cancellation policy. Once these steps have been followed the subscription will automatically be cancelled on the plan's renewal date.

Find out more about our cancellation policy and other options you may wish to consider here.

Click here to go straight to your billing page.

Upgrading or downgrading will not result in any data loss whatsoever.

Previous invoices

Billing owners can access their latest invoice at any time from the Billing tab in their workspace or organization's settings. Admins in paid organizations who are also the billing owner for their plan, can access their invoice through the billing tab of their admin console.

Once you access your workspace, team or organization's settings:

1. Navigate to the Billing tab
2. Click on Latest invoice

If you are trying to access the latest invoice for a paid team in an organization, you need to access the billing tab via the team's settings.

Switching payment method

Billing owners can switch their payment method from credit card to PayPal and vice versa from their Billing tab.

In order to switch payment method:

1. Navigate to the Billing tab from your admin console or team settings.
2. Click on Edit payment info

From here, you can select your desired payment method.

You will be prompted to enter your credit card information or log in to your PayPal account. Once your payment method has been successfully updated, click on done.