ClickUp

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ClickUp project management software that allows you to plan, track and collaborate on any project. This ClickUp application primarily centers around task and team management.

Connecting

1. Navigate to apps and search for ClickUp. If you cannot find ClickUp then click Add App in the top right corner, select ClickUp and add the app to your Blackbird environment.
2. Click Add Connection.
3. Name your connection for future reference e.g. ‘My client’.
4. Go to ClickUp personal settings and click Apps.
5. Click Generate under the API Token label
6. Copy API token and paste it to the appropriate field in the BlackBird
7. Input Team ID you are working under. You can find it in your URL
8. Input Space ID you are working under. You can find it in your URL
9. Click Connect.
10. Confirm that the connection has appeared and the status is Connected.

Actions

Attachments

• Create attachment uploads a file to a task as an attachment.

Custom fields

• Search custom fields returns all custom fields of a chosen list, optionally filtered by field type and name.
• Set string custom field value sets a string value (URL, Email, Phone, Text) on a task’s custom field.
• Set number custom field value sets a number value (Number, Money, Emoji) on a task’s custom field.
• Set date custom field value sets a date value on a task’s custom field.
• Set location custom field value sets a location value on a task’s custom field.
• Set dropdown custom field value sets a dropdown value on a task’s custom field.
• Set label custom field value sets label values on a task’s custom field.
• Set checkbox custom field value sets a checkbox value on a task’s custom field.
• Remove custom field value clears a specific custom field’s value on a task.

Folders

• Search folders returns all folders of a chosen space.
• Create folder creates a new folder in a space.
• Get folder returns the details of a specific folder.
• Delete folder deletes a specific folder.

Goals

• Search goals returns all goals of the current team.
• Create goal creates a new goal.
• Get goal returns the details of a specific goal.
• Delete goal deletes a specific goal.
• Create key result creates a key result for a specific goal.

Lists

• Get lists from space returns all lists of a chosen space.
• Get lists from folder returns all lists of a chosen folder.
• Create folder list creates a new list in a folder.
• Create space list creates a new list in a space.
• Delete list deletes a specific list.
• Get list returns the details of a specific list.

Spaces

• Search spaces returns all spaces of a chosen team.
• Create space creates a new space in a team.
• Update space updates an existing space.
• Get space returns the details of a specific space.

Tags

• Search tags returns all tags of a chosen space.
• Create tag creates a new tag in a space.
• Delete tag deletes a specific space tag.

Tasks

• Search tasks returns all tasks of a chosen list.
• Get task returns the details of a specific task.
• Create task creates a new task in a list.
• Update task updates an existing task.
• Delete task deletes a specific task.
• Get task string custom field returns a task’s custom field with a string value (Text, Short text).
• Get task number custom field returns a task’s custom field with a number value.
• Get task date custom field returns a task’s custom field with a date value.
• Get task location custom field returns a task’s custom field with a location value.
• Get task dropdown custom field returns a task’s custom field with a dropdown value.
• Get task label custom field returns a task’s custom field with label values.
• Get task checkbox custom field returns a task’s custom field with a checkbox value.

Teams - Workspaces

• Search teams returns all teams available to the authenticated user.

Teams - User Groups

• Search user groups returns all user groups in the workspace.
• Create/delete user group.

Events

Tasks

• On task created is triggered when a new task is created.
• On task updated is triggered when a task is updated.
• On task deleted is triggered when a task is deleted.
• On task priority updated is triggered when the priority of a task is updated.
• On task status updated is triggered when the status of a task is updated.
• On task assignee updated is triggered when an assignee is added or removed from a task.
• On task due date updated is triggered when the due date of a task is updated.
• On task tag updated is triggered when a tag is added or removed from a task.
• On task moved is triggered a task is moved to a new list.
• On task comment posted is triggered when a comment is added to a task.
• On task comment updated is triggered when an existing comment on a task is updated.
• On task time estimate updated is triggered when the time estimate on a task is added or updated.
• On task time tracked updated is triggered when the time tracked on a task is added, updated, or deleted.

Lists

• On list created is triggered when a new list is created.
• On list updated is triggered when an existing list is updated.
• On list deleted is triggered when a list is deleted.

Folders

• On folder created is triggered when a new folder is created.
• On folder updated is triggered when an existing folder is updated.
• On folder deleted is triggered when a folder is deleted.

Spaces

• On space created is triggered when a new space is created.
• On space updated is triggered when an existing space is updated.
• On space deleted is triggered when a space is deleted.

Goals

• On goal created is triggered when a new goal is created.
• On goal updated is triggered when an existing goal is updated.
• On goal deleted is triggered when a goal is deleted.

Key results

• On key result created is triggered when a new target is created.
• On key result updated is triggered when an existing target is updated.
• On key result deleted is triggered when a target is deleted.

Missing features

In the future we can add actions for:

• Users
• Members
• Comments

Feedback

Feedback to our implementation of ClickUp is always very welcome. Reach out to us using the established channels or create an issue.