Available Regions:


Available Plans:

All plans.

Available To:
Roles                   Entire organization                        Team     
Organizational Admins ✔ ✔
Members  ✔

Getting started with ClickUp

  • Click here to go to the ClickUp extension page in Marketplace.   
  • Click on the Install button.
ClickUp in Cliq 

Here are the initial steps to get started with the ClickUp integration. 

  • The first time you perform any action in ClickUp integration, you will get an authentication dialog requesting permission to connect with your Click Up account. After authenticating your account, connection will established between  Click Up and Cliq.
  • Also on using any component of Click Up integration the very first time, you will get a consents box requesting permission to access your data. This consents box is to ensure privacy by letting you know how your data will be handled. 

Once you install the ClickUp extension, you will find the ClickUp bot in the bot section and the ClickUp widget in the Widget section present in the Navigation sidebar.

ClickUp Bot 

  1. Navigate to the ClickUp bot
  2. In there, you will find a welcome card and a few message actions.
  3. Click on Take a tour.

You will get a message card with instructions to Click on the Workspace menu action to connect to your specific ClickUp workspace.
  1. Click on the Workspace action menu
  2. Click on the Workspace dropdown to select a workspace of yours to connect with Cliq
  3. Click on the channel dropdown to map a channel to receive timely notifications
  4. Then click on Connect
  1. Workspace
  2. View Configs
  3. Help
  4. Post To Bot


The workspace action menu will allow you to connect to your specific ClickUp workspace and map notifications to any channel in Cliq.

View Configs

Clicking on View Configs will show you configuration details such as the workspace's name, the channel it is mapped to, the name of the user who initiated the connection, and the actions available.


Help provides you with information on how you can leverage ClickUp in Cliq.

Post to Bot

Configure Post to Bot for receiving all your tasks updates and notifications inside the ClickUp bot.

How to remap a workspace to a different channel?

  1. Click on the View Configs action menu.
  2. Click on Edit
  3. Click on the channel dropdown, select a channel
  4. Click on Save and Update

How to delete a workspace that is connected? 

  1. Click on the View Configs action menu
  2. Click on Delete

How to connect to a workspace?

  1. Click on the Workspace action menu
  2. Click on the Workspace dropdown to select a workspace of yours to connect with Cliq
  3. Click on the channel dropdown to map a channel to receive timely notifications
  4. Then click on Connect

ClickUp Widget

The ClickUp widget has two tabs:
  1. My Tasks: You can view all your tasks here
  2. All Tasks: All the Tasks in your workspace will be listed here

My Tasks

Under My Tasks, you further have four sub-tabs
  1. Overdue: You can view your over due tasks
  2. Today's Tasks: Your today's tasks will be listed here
  3. Next Tasks: Your upcoming tasks will be listed here
  4. Unscheduled Tasks: Tasks that do not have their due date scheduled will be listed here
Actions available in the My Tasks tab
  1. Change workspace
  2. Edit task
  3. Delete task
  4. About task

Follow the below steps to perform the actions available in the My Tasks tab
Change workspace
  1. Click on the Change workspace Button
  2. Select a workspace from the workspace dropdown
  3. Click on update
Delete task 
  1. Click on the delete icon to delete a task
Edit task
  1. Click on the edit 
  2. Make required changes
  3. Click on update
About Task
  1. Click on the info button to know your task details

All Task 

From the all task tab, you will be able to open your workspaces, view the folders/lists inside it, and further perform the actions mentioned above on the list.
Actions available in the My Tasks tab
  1. Create a new task
  2. Change workspace
  3. Edit task
  4. Delete task
  5. About task

Create a new task

  1. Click on the Add task button
  2. Enter the task name
  3. Enter a short task description in the description box
  4. Select a user by clicking on the Assign To dropdown
  5. Click on the Status dropdown and select a status to track task progress
  6. Click on the Priority dropdown and Set the priority level for your task
  7. Set a due date 
  8. Click on Create task

To perform edit task, delete task and about task follow the steps above.

Click up message action

Follow the below steps to convert a message action in Cliq into a ClickUp task:
  1. Hover over the message that you want to convert as a ClickUp task
  2. Click on the kebab icon (3 dots)
  3. Select the more Option

  1. Click on Add Task to ClickUp


Now that you know how ClickUp integration works in Cliq install it to manage your tasks and to turn your conversations into actions—right from within Cliq. 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                            Zoho Marketing Automation

                              Zoho Sheet Resources


                                  Zoho Forms Resources

                                    Secure your business
                                    communication with Zoho Mail

                                    Mail on the move with
                                    Zoho Mail mobile application

                                      Stay on top of your schedule
                                      at all times

                                      Carry your calendar with you
                                      Anytime, anywhere

                                            Zoho Sign Resources

                                              Sign, Paperless!

                                              Sign and send business documents on the go!

                                              Get Started Now

                                                  Zoho SalesIQ Resources

                                                      Zoho TeamInbox Resources

                                                              Zoho DataPrep Resources

                                                                Zoho DataPrep Demo

                                                                Get a personalized demo or POC

                                                                REGISTER NOW

                                                                  Design. Discuss. Deliver.

                                                                  Create visually engaging stories with Zoho Show.

                                                                  Get Started Now

                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources