Upgrade
Overview
Section titled “Overview”Upgrade is the flow that moves your organization from Free to Pro (or a higher plan available to your organization), unlocking more Planner seats and higher AI generation limits without touching your existing projects, PRDs, or sprints.
The upgrade takes effect immediately after payment; there is no waiting period before new seats or limits become usable. Existing content is untouched, only the ceilings around it change.
If checkout fails after a payment attempt, that is a billing support issue rather than something to retry blindly; contact support with the attempted plan and payment method so they can investigate the specific failure.
What you can do here
Section titled “What you can do here”- Start an upgrade from Free to Pro directly from the billing pages.
- Review exactly what changes (seats, AI limits) before confirming.
- Complete payment and see the new plan reflected immediately.
- Contact billing support if checkout does not complete successfully.
When to use
Section titled “When to use”- Approaching or hitting a Planner seat or AI usage limit on Free.
- Onboarding a larger team that needs more than the Free plan includes.
- Wanting priority support or higher limits ahead of a big push.
Prerequisites
Section titled “Prerequisites”- Owner role for billing rights.
- A valid payment method for the organization.
Where to find it
Section titled “Where to find it”- Sidebar: Organization → Upgrade
- Direct route:
/org/upgrade
Step-by-step
Section titled “Step-by-step”- Open Organization → Upgrade (
/org/upgrade). - Review what changes moving from your current plan to the next one.
- Confirm the new Planner seat count and AI usage limits.
- Enter or confirm your payment method.
- Complete the upgrade and verify the new plan shows immediately on the Plans page.
- Contact billing support if checkout fails after a payment attempt.
What success looks like
Section titled “What success looks like”- The new plan appears correctly on the Plans and Usage pages right after payment.
- Nobody experiences a gap between paying and getting the new limits.
- Existing projects, PRDs, and sprints are completely unaffected by the upgrade.
Tips & best practices
Section titled “Tips & best practices”- Upgrade proactively once you see Usage trending toward a limit, rather than reacting to a block.
- Keep a record of your organization payment method up to date to avoid failed renewals.
- Reach out to billing support with specifics (attempted plan, payment method, error message) rather than retrying repeatedly.
Common mistakes
Section titled “Common mistakes”- Retrying a failed checkout many times instead of contacting billing support with the specific error.
- Upgrading in a panic mid-task instead of watching Usage trends ahead of time.
- Assuming an upgrade changes or resets existing project data; it only changes limits.