Integrating ClickUp

Create a new folder in your chosen workspace using the ClickUp integration

Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Setting up the ClickUp integration

To access Integration settings, just click Settings > Integrations in the sidebar menu.

Then click 'Project Management', then locate the ClickUp integration and you'll be taken to the setup page.

Click 'Connect ClickUp' and you'll be prompted to log in to your ClickUp account (if you're not already logged in). Then, you'll be asked which Workspace you'd like to connect with your account.

Once you've selected your workspaces, click 'Connect workspace' and you'll be presented with a screen that confirms your ClickUp integration was connected successfully.

Note: Please reconnect the integration after creating a new workspace in your ClickUp account.

Creating a new folder in your workspace

When viewing any document page where the tracking/activity is located, you'll see a 'Create folder' button on the right-hand side.

Once you click this button, a sidebar will appear that'll allow you to set the preferences for the creation of the folder inside ClickUp.

Here you'll be able to:

  • Determine which Workspace you'd like to use

  • Create a new or existing space to use

  • Providing a name for the folder

Click 'Create Folder' and you'll see a nice little animation to confirm the folder creation was successful.

Once created, you'll see the button has changed to 'View folder', this will now be linked directly to the folder in CLickUp so you can conveniently navigate directly to that folder at any time.

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