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ClickUp

Manage tasks, track time, and organize your ClickUp workspace

J
Written by Johan Åkerman

Introduction

Connect ClickUp to Sana to manage tasks, track time, and organize your workspace. Create and update tasks, manage checklists, add comments, and navigate spaces, folders, and lists — all without leaving Sana. In summary, the connector has the following key characteristics:

  • Category: Project management

  • Connector type: Real-time

  • Auth type: OAuth

  • Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Get tasks

Create tasks

Update tasks

Delete tasks

Manage checklists

Track time

Manage comments

Manage spaces and folders

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about ClickUp. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create chat view comment

Create checklist

Create checklist item

Create folder

Create list

Create list comment

Create space

Create task

Create task comment

Create task from template

Create threaded comment

Create time entry

Create view comment

Delete checklist

Delete checklist item

Delete comment

Delete folder

Delete list

Delete space

Delete task

Get custom fields

Get folder

Get folder views

Get folders

Get list

Get list comments

Get list views

Get lists

Get space

Get space views

Get spaces

Get task

Get task comments

Get task templates

Get tasks

Get team views

Get view

Get view comments

Get view tasks

Remove task custom field

Start time entry

Stop time entry

Update checklist

Update checklist item

Update comment

Update folder

Update list

Update space

Update task

Update task custom field

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.

Set up instructions

Prerequisites:

  • Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find ClickUp in the list of available integrations

Scroll to the Available integrations section and locate ClickUp.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Sign in to ClickUp and approve the requested scopes

You'll be redirected to ClickUp to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 5: Complete the set up

You've successfully connected your ClickUp account. Click Continue to complete the setup and start using the connector.

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