Welcome to the ClickUp integration guide.
I'm going to walk you through all the steps of setting up the integration in just a couple of minutes.
Step 1. Connect your ClickUp account
Go to Dashboard -> Settings -> Integrations and click on 'Connect to ClickUp'.
Choose the workspace you want the integration to work with and click on 'Connect Workspace'
Step 2. Configure ClickUp
Once connected, click on the Configure ClickUp button.
Automatically push new Featurebase posts to ClickUp
If you'd like feedback from certain boards to automatically be pushed into ClickUp, you can configure our automatic push feature.
Just select the location you want the posts to be sent to.
You can also limit which boards' feedback will be sent to ClickUp. This is useful, for example, if you only want to only send bug reports to ClickUp.
Creating rules
Rules are used for syncing statuses between Featurebase and ClickUp. This is the most important part of setting up the integration. Syncing between ClickUp and Featurebase will only work if you set up the rules correctly.
Go to Dashboard -> Settings -> Integrations and click on Configure ClickUp.
Start by clicking on New Task Rule in the bottom right.
Example of a rule:
Push unsynced Featurebase post to ClickUp
You can send any Featurebase post to ClickUp in just a couple of clicks!
Go to a post you wish to send to ClickUp and click the ClickUp logo on the top right and select "Create new task".
Modify the title/content to your liking and press the Push to ClickUp button to send it there.
Link existing ClickUp issues with a Featurebase post
Go to the post you wish to link with the ClickUp issue, click the ClickUp button in the top right, then select "Link to existing task".
Search for the ClickUp issue using the search bar and click Link to Task.
That's it! If you run into any problems with the setup feel free to reach out to us in the Live Chat.