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
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
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
Click on ClickUp to view available actions
Select your desired ClickUp action from the comprehensive list
How to Connect Your ClickUp Account
Initial Setup
Click "Connect ClickUp Account" in any ClickUp action
Follow the ClickUp authentication process
Grant necessary permissions for workspace and task access
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enable Filter List ID by Folder checkbox for hierarchical selection
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enable Filter List ID by Folder checkbox for targeted task retrieval
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enter new Name for the space
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enter new Name for the list
Enable Filter List ID by Folder for specific list targeting
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
Connect your ClickUp account
Select Workspace, Space, and Folder from dropdowns
Enter new Name for the folder
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
Connect your ClickUp account
Select Workspace from dropdown
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enter Description for the time entry
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
Connect your ClickUp account
Select Workspace from dropdown
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enable Filter List ID by Folder to target specific comments
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enter new Name for the checklist
Enable Filter List ID by Folder for specific targeting
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enter new Name for the checklist item
Enable Filter List ID by Folder to access the full hierarchy
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
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
Connect your ClickUp account
Select Workspace from dropdown
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
Connect your ClickUp account
Select Workspace and Space from dropdowns
Enable Filter List ID by Folder to target specific task
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
Connect your ClickUp account
Select Workspace from dropdown
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
Add the appropriate ClickUp action based on your project management needs
Connect your ClickUp account securely
Configure required fields (workspace, space, task details, etc.)
Use Filter List ID by Folder for hierarchical content targeting
Set optional properties for advanced functionality and team collaboration
Connect the action to other workflow steps as needed
When the workflow runs, the ClickUp action will execute the specified operation
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
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