ClickUp

ClickUp integration in Lleverage enables you to automate project management and task tracking workflows directly with your ClickUp workspace. Manage tasks, spaces, lists, and team collaboration while maintaining productivity tracking and project organization seamlessly within your automated processes.

Key Features

• Task management - Create, update, and organize tasks with custom fields and properties

• Time tracking - Start and stop time entries for automated productivity monitoring

• Project organization - Manage spaces, lists, and folders within your workspace hierarchy

• Team collaboration - Handle comments, assignees, and team coordination

• Checklist operations - Create and manage task checklists and checklist items

• View management - Work with custom views and retrieve view-specific data

• Custom fields - Support for project-specific data and custom task properties

• Flexible filtering - Advanced filtering options using folder and list structures

Key ClickUp Concepts

Understanding ClickUp Structure

• Workspace: Top-level container for your organization's projects and teams

• Space: Major project area or department within a workspace (like "Marketing" or "Development")

• Folder: Organizational container within a space for grouping related lists

• List: Collection of related tasks, similar to a project or category

• Task: Individual work item with details, assignments, and tracking

• View: Custom display configuration for tasks (board, list, calendar, etc.)

• Custom Fields: Additional data fields specific to your workflow needs

• Time Entry: Time tracking record associated with tasks or projects

• Checklist: Sub-tasks or steps within a main task

• Priority: Task importance level (urgent, high, normal, low)

Team and Permission Concepts

• Assignees: Team members responsible for task completion

• Authorized Team: Team members with permission to access specific content

• Custom Task IDs: Unique identifiers for tasks beyond ClickUp's default system

How to Add ClickUp Integration

1. Open the Add Action menu using one of three methods:

   • Click the "Add Action" button in the top left corner

   • Click on a connection circle on an existing action card

   • Click and drag from one action to create a connection

2. Navigate to ClickUp integration:

   • Select "External Apps" from the categories

   • Search for "ClickUp" in the provider list, or

   • Scroll down to find ClickUp in the alphabetical list

3. Click on ClickUp to view available actions

4. Select your desired ClickUp action from the comprehensive list

How to Connect Your ClickUp Account

Initial Setup

1. Click "Connect ClickUp Account" in any ClickUp action

2. Follow the ClickUp authentication process

3. Grant necessary permissions for workspace and task access

4. Your connected account will be available across all ClickUp actions

💡 Permissions: Ensure you grant appropriate permissions for the workspaces and teams your workflows need to access.

Understanding Filter List ID by Folder

Hierarchical Filtering System When you enable "Filter List ID by Folder" checkbox, ClickUp provides structured dropdown options:

• Folder ID: Choose specific folder within the space

• List ID: Select list within the chosen folder

• Task: Pick specific task within the list

• Checklist: Choose checklist within the task

• Checklist Item: Select specific checklist item

💡 Linear Process: ClickUp follows a hierarchical structure - select workspace first, then space, then use filtering to navigate deeper into your project structure.

How to Configure ClickUp Actions

How to Manage Tasks

Update Task

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Configure optional properties:

   • Use Custom Task IDs: Enable custom task identification

   • Authorized Team: Set team access permissions

   • Name: Update task title

   • Description: Modify task details

   • Priority: Set task importance (urgent, high, normal, low)

   • Assignees: Assign team members

   • Due Date: Set task deadline

   • Start Time: Set task start date

   • Filter List ID by Folder: Use hierarchical filtering

💡 Use case: Update task progress based on external system changes, modify assignments when team roles change, or synchronize task status with workflow completion.

Get Task

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enable Filter List ID by Folder checkbox for hierarchical selection

4. Configure optional properties:

   • Use Custom Task IDs: Enable custom identification system

   • Authorized Team: Specify team access requirements

💡 Use case: Retrieve current task details for workflow decisions, get task status for reporting, or extract task data for integration with other systems.

Get Tasks

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enable Filter List ID by Folder checkbox for targeted task retrieval

4. Configure optional properties:

   • Archived: Include or exclude archived tasks

   • Page: Control pagination for large task lists

   • Order By: Sort tasks by specific criteria

   • Assignees: Filter by assigned team members

💡 Use case: Generate task lists for reporting, retrieve tasks matching specific criteria, or analyze project progress across multiple lists.

How to Manage Project Structure

Update Space

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enter new Name for the space

4. Configure Private setting to control space visibility

💡 Use case: Reorganize project structure, update space names for clarity, or modify privacy settings based on team changes.

Update List

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enter new Name for the list

4. Enable Filter List ID by Folder for specific list targeting

5. Configure optional properties:

   • Content: Update list description

   • Priority: Set default priority for list tasks

   • Assignees: Set default assignees for new tasks

💡 Use case: Maintain current project organization, update list names for project phases, or modify list settings based on workflow requirements.

Update Folder

1. Connect your ClickUp account

2. Select Workspace, Space, and Folder from dropdowns

3. Enter new Name for the folder

4. Configure Hidden checkbox to control folder visibility

💡 Use case: Reorganize project hierarchy, update folder names for clarity, or hide completed project folders while preserving data.

Get Spaces

1. Connect your ClickUp account

2. Select Workspace from dropdown

3. Configure optional properties:

   • Archived: Include archived spaces in results

💡 Use case: Audit workspace organization, retrieve available spaces for task creation, or generate workspace structure reports.

How to Handle Time Tracking

Start Time Entry

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enter Description for the time entry

4. Configure optional properties:

   • Use Custom Task IDs: Link to specific task using custom IDs

   • Authorized Team: Set team access for time entry

   • Filter List ID by Folder: Associate with specific task

💡 Use case: Automatically start time tracking when workflows begin, log time for automated processes, or track time spent on specific workflow operations.

Stop Time Entry

1. Connect your ClickUp account

2. Select Workspace from dropdown

3. Stops the currently active time entry

💡 Use case: End time tracking when workflows complete, stop timers automatically based on task completion, or manage time tracking for automated processes.

How to Manage Comments and Communication

Update Comment

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enable Filter List ID by Folder to target specific comments

4. Configure optional properties:

   • Comment Text: Update comment content

   • Assignees: Modify comment assignees

   • Resolved: Mark comment as resolved

💡 Use case: Update automated status comments, modify progress reports, or resolve comments based on workflow completion.

Get Task Comments

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Configure optional properties:

   • Use Custom Task IDs: Filter by custom task identification

   • Authorized Team: Limit to team-accessible comments

   • Filter List ID by Folder: Target specific task comments

💡 Use case: Retrieve comment history for analysis, extract feedback for workflow decisions, or monitor team communication on specific tasks.

How to Work with Checklists

Update Checklist

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enter new Name for the checklist

4. Enable Filter List ID by Folder for specific targeting

5. Configure optional properties:

   • Use Custom Task IDs: Enable custom task identification

   • Authorized Team: Set team access permissions

   • Position: Control checklist order within task

💡 Use case: Update checklist names for clarity, reorganize task subtasks, or modify checklist structure based on workflow changes.

Update Checklist Item

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enter new Name for the checklist item

4. Enable Filter List ID by Folder to access the full hierarchy

5. Configure optional properties:

   • Use Custom Task IDs: Custom identification system

   • Authorized Team: Team access control

   • Assignee: Assign checklist item to team member

   • Resolved: Mark item as complete

   • Checklist Parent: Link to parent checklist

💡 Use case: Update subtask details, mark checklist items complete based on workflow progress, or assign specific subtasks to team members.

How to Work with Views

Get View

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Configure optional properties:

   • Filter List ID by Folder: Target specific view content

💡 Use case: Retrieve custom view configurations for reporting, analyze view settings for workflow optimization, or audit project display preferences.

Get View Tasks

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Configure optional properties:

   • Page: Control pagination for large result sets

   • Filter List ID by Folder: Target specific view tasks

💡 Use case: Retrieve tasks from custom views for processing, generate reports based on view configurations, or analyze task organization across different view types.

Get View Comments

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Configure optional properties:

   • Filter List ID by Folder: Target comments from specific views

💡 Use case: Extract comments from specific project views, analyze communication patterns, or monitor feedback within custom view configurations.

Get Team Views

1. Connect your ClickUp account

2. Select Workspace from dropdown

3. Retrieves all team-accessible views within the workspace

💡 Use case: Audit team view configurations, identify available views for workflow integration, or analyze team collaboration patterns.

How to Handle Custom Fields

Remove Task Custom Field

1. Connect your ClickUp account

2. Select Workspace and Space from dropdowns

3. Enable Filter List ID by Folder to target specific task

4. Configure optional properties:

   • Use Custom Task IDs: Custom identification system

   • Authorized Team: Team access permissions

💡 Use case: Clean up task data by removing outdated custom fields, modify task structure based on workflow changes, or standardize tasks across projects.

Get Task Templates

1. Connect your ClickUp account

2. Select Workspace from dropdown

3. Configure optional properties:

   • Page: Control template list pagination

💡 Use case: Retrieve available task templates for automated task creation, analyze template usage across workspace, or standardize task creation processes.

Important Considerations

• ClickUp follows a strict hierarchy: Workspace → Space → Folder → List → Task

• Filter List ID by Folder provides access to the complete project hierarchy

• Custom Task IDs enable integration with external systems

• Time entries can be associated with specific tasks for detailed tracking

• Views provide customized displays of task data with specific filtering

• Authorized Team settings control access permissions for different content

• Priority levels help organize tasks by importance and urgency

⚠️ Hierarchy Navigation: Always select workspace and space before using filtering options. The hierarchical structure must be followed for proper data access.

How ClickUp Actions Work in Your Workflow

1. Add the appropriate ClickUp action based on your project management needs

2. Connect your ClickUp account securely

3. Configure required fields (workspace, space, task details, etc.)

4. Use Filter List ID by Folder for hierarchical content targeting

5. Set optional properties for advanced functionality and team collaboration

6. Connect the action to other workflow steps as needed

7. When the workflow runs, the ClickUp action will execute the specified operation

8. Task and project data become available as variables for subsequent workflow actions

Common Workflow Patterns

Automated Task Management

• Update tasks based on external system changes

• Start and stop time tracking automatically

• Retrieve task data for progress reporting

• Manage task assignments based on workflow conditions

Project Organization and Reporting

• Update project structure (spaces, lists, folders) based on business changes

• Generate comprehensive task reports using filtering

• Monitor team productivity through time tracking integration

• Analyze project progress across different views

Team Collaboration Automation

• Update comments with automated progress reports

• Manage checklist completion based on workflow milestones

• Assign tasks and subtasks dynamically

• Coordinate team access and permissions

💡 Best Practice: Use ClickUp actions to seamlessly integrate project management into your business processes - from automated task creation and updates to comprehensive team coordination and productivity tracking across complex project hierarchies