ClickUp

Connect ClickUp and the tasks from the lists you pick show up in Trackli. Update a task in either place and the other keeps up.

If you're moving to Trackli for good and just want to bring your tasks over once, import them instead.

Connect

1. Open Settings from your account menu and go to Integrations.
2. Find ClickUp and choose Connect.
3. Sign in to ClickUp, pick your workspace and allow Trackli access.

The card then shows Connected to and your workspace name.

Choose which lists sync

1. On the ClickUp card, open List Sync Settings. It shows how many of your lists are turned on.
2. Turn on the lists you want. Each one shows the space it belongs to.
3. For each list, choose what to Import: Tasks assigned to me, Tasks I created or All tasks in list.

The first time, Trackli offers Start Your First Import. Choose Import Now to bring your tasks in, or Skip to do it later. Sync Now runs a sync whenever you want one.

Each list gets its own Trackli project, named ClickUp - followed by the list name.

What stays in sync

Both ways: the title, description, status, priority, start date, due date and time estimate. The ClickUp description shows in the task's notes in Trackli.

ClickUp statuses are matched to Trackli's columns by their names, so a status like in progress goes to In Progress and complete goes to Done.

Real-time sync

Real-time sync on the card shows Active when ClickUp changes reach Trackli straight away. If it shows Inactive, disconnect and connect again, or use Sync Now.

Disconnect

Choose Disconnect on the ClickUp card.

Tips

• Start with Tasks assigned to me. Bringing in every task in a busy list can fill your board fast.
• Keep the project names as they are. Trackli finds each list's project by its name, so renaming it means the next sync starts a new project.