
lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostr navigation et dolore magna aliqua.


George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fed97dd0e157abed88fb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Trigger' to select the event that starts your Zap.</li>
 <li>Connect 'ClickUp' as your trigger app to monitor task activities.</li>
 <li>Define what action will trigger your automation workflow.</li>
 <li>Connect your ClickUp account.</li>
 <li>Specify which data fields should be transferred between your apps.</li>
 <li>Click 'Test trigger' to verify your trigger works properly before continuing your setup.</li>
 <li>Integrate with 'AppSheet' to extend your automation capabilities.</li>
 <li>Select which AppSheet event will receive data from your ClickUp trigger.</li>
 <li>Connect your AppSheet account.</li>
 <li>Continue building your automation by setting up the next action.</li>
 <li>Advance to the next step in configuring your automation workflow and click 'Test step'. </li>
 <li>Fine-tune your automation to ensure seamless data transfer and click 'Publish' to activate.</li>
</ol>

ClickUp AppSheet Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fedb7dd0e157abed8931/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start by selecting a trigger event that will initiate your automated workflow.</li>
 <li>Select 'ClickUp' as your trigger app to monitor for new folders.</li>
 <li>Specify what ClickUp event should trigger your automation.</li>
 <li>Configure your ClickUp account connection for reliable automation.</li>
 <li>Select which workspace Zapier should monitor for new folders.</li>
 <li>Confirm your ClickUp trigger settings to complete this section by clicking 'Test trigger'.</li>
 <li>Choose Miro to perform an action when triggered.</li>
 <li>Define what action Miro should take when a new ClickUp folder appears.</li>
 <li>Connect your Miro account to enable board duplication functionality.</li>
 <li>Select which template board should be duplicated for new projects.</li>
 <li>Customize additional board settings for your automated workflow.</li>
 <li>Review your Zap configuration before activating the automation and click 'Test step'.</li>
 <li>Click 'Publish' and turn on your Zap and start saving time with automated project setup.</li>
</ol>

ClickUp Miro Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0015243f01ed60a4daed/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Create' button and select 'Zaps'.</li>
 <li>Search for 'ClickUp' as the trigger app.</li>
 <li>Select the trigger event.</li>
 <li>Connect your ClickUp account.</li>
 <li>Select the workspace, space, and list to monitor. Click 'Continue'.</li>
 <li>Click 'Test trigger' to test.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search for 'Slack' as the action app.</li>
 <li>Select the action event.</li>
 <li>Add your slack account and click 'Continue'.</li>
 <li>Map up the ClickUp data to Slack and click 'Continue'.</li>
 <li>Test the connection by clicking the 'Test step button.</li>
 <li>Zapier will simulate a task creation or update to ensure the Slack message is formatted correctly and sent to the right channel. Click 'Publish'.</li>
</ol>

How Connect ClickUp Spaces to Slack for Team Collaboration using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0016243f01ed60a4db24/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Create' button and select 'Zaps'.</li>
 <li>Search for 'ClickUp' as the trigger app.</li>
 <li>Select the trigger event.</li>
 <li>Connect your ClickUp account.</li>
 <li>Select the workspace, space, and list to monitor. Click 'Continue'.</li>
 <li>Click 'Test trigger' to test.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search for 'Google Calendar' as the action app.</li>
 <li>Select an action event to add a new event for each task.</li>
 <li>Click 'Allow' to let Zapier access the google account.</li>
 <li>Set up the event details by mapping the ClickUp data to Google Calendar. Click 'Continue'.</li>
 <li>Zapier will create a sample calendar event based on a ClickUp task. Test the zap by clicking 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How Connect ClickUp to Google Calendar for Deadline Tracking with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a001c243f01ed60a4db90/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the projects menu to locate your task that you want to assign more than one person. </li>
 <li>Find the task you want to assign multiple people to and go to the 'Assignee' field. </li>
 <li>Select multiple assignees from the dropdown menu.</li>
 <li>Once you have chosen an assignee, click the 'Assignee' field again and repeat the process. </li>
 <li>Select additional assignees from the dropdown menu.</li>
 <li>By following these steps, you can effectively assign multiple assignees to tasks in ClickUp, facilitating better team collaboration and task management.</li>
</ol>

How Do I Add More Than One Assignee in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a001d243f01ed60a4dba7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space, Folder, or Project where the task is located.</li>
 <li>Click on the task to open it.</li>
 <li>Click 'Description' to add notes for your task. </li>
 <li>Add your notes here. You can format the text using the toolbar that appears, allowing you to add headings, lists, links, and more.</li>
 <li>That's it! By following these steps, you can effectively add notes to your tasks in ClickUp, ensuring that all important information is documented and easily accessible.</li>
</ol>

How Do I Add Notes To Task in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a002d243f01ed60a4dd43/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click your account avatar.</li>
 <li>Select 'Settings'.</li>
 <li>Scroll to the bottom of the page and click 'Delete account'.</li>
 <li>Read the confirmation page and enter your password.</li>
 <li>Click 'Confirm'.</li>
 <li>Click 'Done'. </li>
 <li>You'll be routed to the welcome site. By following these steps, you can delete your ClickUp account permanently. Make sure you’ve backed up any essential data and have resolved any subscription issues before deleting your account.</li>
</ol>

How Do I Delete My ClickUp Account

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0060243f01ed60a4e0e6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Hotkeys are disabled by default. To use hotkeys they must be enabled in your settings. In the upper-right corner, click your account avatar.</li>
 <li>Select 'Settings'.</li>
 <li>Scroll down to the 'Preferences' section.</li>
 <li>Enable the 'Hotkeys' on and use it to quickly navigate around your Workspace.</li>
 <li>Click 'Save changes'.</li>
 <li>Go back to your Workspace and start using hotkeys. Press the 'r' letter on your keyboard to create a reminder. The modal automatically appears on your dashboard without using your mouse.</li>
 <li>Press the 'p' letter to open Notepad. By using Quickswitch, you can significantly speed up your workflow in ClickUp, making it easier to jump between tasks and views without having to navigate through multiple menus.</li>
</ol>

How Do You Set up Quickswitch ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0061243f01ed60a4e0fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your dashboard, go to your preferred space, folder or project. </li>
 <li>From the sidebar you can click the ellipsis icon.</li>
 <li>Select the 'List settings' tab.</li>
 <li>Click the 'Automations' option. </li>
 <li>In the upper-right corner of the 'Automation', use the toggle to turn the automation off and on.</li>
</ol>

How Do You Turn Off Automation For Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00ec243f01ed60a4e86f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space, Folder, or List where you want to add a column.</li>
 <li>Look for the 'Add Column' button. This is usually located to the right of the existing columns with a plus (+) icon.</li>
 <li>Under the Available Fields section, tap a field to add it to the view.</li>
 <li>You will then be prompted to name your column.</li>
 <li>Click 'Create'.</li>
 <li>By following these steps, you can easily add columns in ClickUp to organize and manage your tasks more effectively.</li>
</ol>

How to Add a Column in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0232243f01ed60a501fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the workspace, project, folder, or list where the task is located.</li>
 <li>Select your preferred task, go to 'Assignee' and click on it. </li>
 <li>Click the current assignee.</li>
 <li>Select additional assignees from the dropdown menu.</li>
 <li>You can assign multiple users to a single task.</li>
 <li>Once you have selected the assignees, ClickUp will automatically update the task with the new assignees. No additional saving is required.</li>
</ol>

How to Add Assignees in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ceea98365d086570425/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the bottom left corner of the ClickUp interface.</li>
 <li>Select 'Settings'.</li>
 <li>Click 'Calendars'.</li>
 <li>Click 'Connect'.</li>
 <li>Select 'Save'.</li>
 <li>Choose and click 'Outlook'.</li>
 <li>When prompted, click 'Open Pick an app'.</li>
 <li>Click 'Copy' to copy the calendar subscription URL.</li>
 <li>An Outlook modal appears and pastes the calendar subscription in the space provided.</li>
 <li>Enter your calendar name for Outlook. </li>
 <li>Click 'Import' and that's it! The calendar will be automatically updated. Allowing for a seamless task and calendar management experience between the two platforms.</li>
</ol>

How to Add ClickUp to Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d3a57f8f6cdddddd46e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the upper-right corner above the task table, click 'Customize'.</li>
 <li>Select 'Fields'.</li>
 <li>In the 'Fields' menu, click on the 'Create field' button.</li>
 <li>Choose the type of custom field you need from the available options.</li>
 <li>Name the custom field and provide any additional configuration as needed.</li>
 <li>Add options for your field.</li>
 <li>Click 'Create' to proceed. </li>
 <li>You can set the color of your options for your field.</li>
 <li>Ensure the custom field is visible in the desired view. Open a task and fill in the custom field.</li>
 <li>By following these steps, you can effectively add and use custom fields in ClickUp to better manage and organize your tasks according to your specific needs.</li>
</ol>

How to Add Custom Fields in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2de0d673bd5aa8e5fac4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your dashboard, go to 'Projects'.</li>
 <li>Select your preferred project. </li>
 <li>Click 'Calendar' to view your task using a calendar view. </li>
 <li>To your right side, click the 'Customize' menu.</li>
 <li>Under 'Customize Calendar', select 'Sync with calendar'.</li>
 <li>In the Google Calendar section, click '+ Add Account'.</li>
 <li>Select either 'Sync events to ClickUp' or 'Sync tasks to Google'.</li>
 <li>Once you have chosen, click 'Next'.</li>
 <li>When you sync tasks to Google, you have to specify the following: Select a google account by clicking the drop down menu.</li>
 <li>Click 'Connect new account'.</li>
 <li>Click 'Continue'.</li>
 <li>To confirm, click 'Allow'.</li>
 <li>After selecting a Google account, pick a calendar by clicking the drop down menu.</li>
 <li>Select the google calendar to sync to. </li>
 <li>Select what task you would like to sync whether to sync all tasks in the location or just tasks assigned to you.</li>
 <li>A notification appears confirming the changes. Click 'Got it!'.</li>
</ol>

How to Add Google Calendar to Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2df5d673bd5aa8e5fc34/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open ClickUp and go to the specific Space where you want to add a guest.</li>
 <li>Click on the ellipsis icon next to the Space name to open the Space settings.</li>
 <li>In the Space settings menu, click 'Sharing &amp; permissions'.</li>
 <li>Enter the email address of the person you want to invite as a guest.</li>
 <li>Click the 'Invite' button to send the invitation to the guest. They will receive an email with an invitation to join your ClickUp Space.</li>
 <li>By following these steps, you can successfully add guests to your ClickUp Space and manage their access and permissions effectively.</li>
</ol>

How to Add Guest in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ea0d673bd5aa8e609bb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Make sure to enable priorities on your ClickUp. Click your Workspace avatar.</li>
 <li>Click 'Apps'. </li>
 <li>Select 'ClickApps'.</li>
 <li>Browse or search for the 'Priorities' ClickApp.</li>
 <li>Click the toggle to enable it in all Spaces.</li>
 <li>Use the dropdown menu to select which Spaces to add Priorities to.</li>
 <li>Go to the Space, Folder, or List where your tasks are located.</li>
 <li>In the List view, find the task to which you want to add a priority.</li>
 <li>Click on the priority field and select the desired priority level from the dropdown menu.</li>
 <li>By following these steps, you can easily add and manage task priorities in ClickUp, helping you to keep your tasks organized and ensuring that the most important tasks get the attention they need.</li>
</ol>

How to Add Priority in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2edad673bd5aa8e60ebe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the 'Invite' option located below your lower left side of the screen. </li>
 <li>You can add someone by inviting them through email just type their name in the space provided. </li>
 <li>Click 'Send invite' to proceed. </li>
 <li>A notification pops up when the invite has been sent. The invited person will receive an email with an invitation link. </li>
</ol>

How to Add Someone to Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ee4d673bd5aa8e60fd6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open ClickUp and go to the Space where you want to add a new status.</li>
 <li>Open a task.</li>
 <li>Underneath the status name, click the settings icon.</li>
 <li>From the status modal, click 'Use custom statuses'.</li>
 <li>Click 'Add status'.</li>
 <li>Enter a name for your status and select a color. </li>
 <li>Click 'Save'.</li>
 <li>To save changes, click 'Apply changes'.</li>
 <li>By following these steps, you can easily add and customize statuses in ClickUp to better manage your tasks and projects.</li>
</ol>

How to Add Status in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ef9d673bd5aa8e611d1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open ClickUp and go to the specific Folder or List where you want to add a tag.</li>
 <li>Click on the task to open its details.</li>
 <li>In the task details view, look for the tag option and click on the empty bar. </li>
 <li>To create a new tag, type the name of the tag in the tag field and press Enter.</li>
 <li>Once you've added the tag, it will appear in the task's details. By following these steps, you can efficiently add and manage tags in ClickUp to organize your tasks better.</li>
</ol>

How to Add Tags in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2efcd673bd5aa8e6122b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open ClickUp and navigate to the specific Space.</li>
 <li>Click the '+ Add Task' button, usually found at the top of the task list or board view.</li>
 <li>A new task window will appear. Enter the task name in the provided field.</li>
 <li>Click the 'Save' button to add the task to your list.</li>
 <li>By following these steps, you can easily add tasks to ClickUp and manage your projects effectively.</li>
</ol>

How to Add Task in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2efdd673bd5aa8e61262/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar or workspace settings icon.</li>
 <li>Select 'Manage users'. </li>
 <li>In the invite members dialog, enter the email addresses of the people you want to invite. You can add multiple email addresses separated by commas or spaces.</li>
 <li>Assign roles to the new members (e.g., Admin, Member, Guest). Roles determine the level of access and permissions within the workspace.</li>
 <li>Click the 'Invite' button. The invitees will receive an email invitation to join your ClickUp workspace.</li>
 <li>Each invited member will need to accept the invitation from their email.</li>
</ol>

How to Add Team Members in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f1fd673bd5aa8e61463/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Space' where the task is located.</li>
 <li>In the upper-right corner of the view, click 'Customize'.</li>
 <li>From the 'Customize Board' modal, select 'Fields'.</li>
 <li>Under the 'Hidden' section, click the 'Time estimate' to enable.</li>
 <li>The 'Time estimate' field will now display on task cards in the 'List' view and click on it. </li>
 <li>A popup window will appear where you can enter the estimated time.</li>
 <li>You can input the time in various formats. By following these steps, you can effectively add and manage time estimates in ClickUp, helping you and your team stay on track with your projects.</li>
</ol>

How to Add Time Estimate in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f4fd673bd5aa8e617c0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space, Folder, or List where the task is located.</li>
 <li>Click on the task to open its details.</li>
 <li>In the task details pane, locate the 'Watchers' section. This is typically found near the top right of the task details view, represented by a bell icon.</li>
 <li>Once you click on it, it will open the watchers management panel.</li>
 <li>Search for and select the team members you want to add as watchers.No additional save action is required.</li>
 <li>By following these steps, you can effectively add watchers to your tasks in ClickUp, ensuring that the right team members stay informed about task updates and changes.</li>
</ol>

How to Add Watcher in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f94d673bd5aa8e61e3f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select the relevant project where you want to assign the task.</li>
 <li>Click on the 'Assignee' field.</li>
 <li>A dropdown menu will appear with a list of team members. Select the team member(s) you want to assign the task to. You</li>
 <li> You can assign the task to multiple people if necessary.</li>
</ol>

How to Assign Task in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa0d673bd5aa8e61fe3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'ClickUp'.</li>
 <li>Choose and select the trigger event. </li>
 <li>Authenticate your ClickUp account by logging in and allowing Zapier access.</li>
 <li>Set up your trigger by selecting the 'Workspace', 'Space', 'Folder', or 'List' you want to monitor. Click 'Continue'.</li>
 <li>Click 'Test trigger' to ensure Zapier can fetch a test task from ClickUp.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search for and select 'Notion' as the action event.</li>
 <li>Select the action event.</li>
 <li>Authenticate your Notion account.</li>
 <li>Set up the action and click 'Continue'.</li>
 <li>Send a test item to Notion to ensure the data syncs correctly by clicking on the 'Test step' button.</li>
 <li>Click 'Publish'. </li>
</ol>

How to Automate ClickUp Documentation in Notion Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa1d673bd5aa8e6201a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'ClickUp'.</li>
 <li>Choose the trigger event for list creation.</li>
 <li>Set up your trigger and click 'Continue'.</li>
 <li>Click 'Test trigger' to ensure Zapier can fetch a test issue from ClickUp.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search for and select 'Typeform'.</li>
 <li>Select the action event.</li>
 <li>Click 'Accept' to allow Zapier to access your Typeform account.</li>
 <li>Once you have set up your action event and account, click 'Continue'.</li>
 <li>Select the title to your form you want to monitor and click 'Continue'.</li>
 <li>Run a test to create a new list in ClickUp based on the sample Typeform response. Click 'Test step'.</li>
 <li>Click 'Publish' to enable and activate the Zap.</li>
</ol>

How to Automate ClickUp List Creation from Typeform Responses with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30dfd673bd5aa8e63a28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the top left corner of the ClickUp interface.</li>
 <li>From the dropdown menu, select 'Settings'.</li>
 <li>In the settings menu, go to the 'My Settings' tab.</li>
 <li>Select the date format that you prefer. This ensures that dates are displayed in a way that is most convenient and familiar to you.</li>
 <li>This ensures that dates are displayed in a way that is most convenient and familiar to you. Once you have selected your preferred date format, click 'Save changes'. </li>
</ol>

How to Change Date Format in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30fcd673bd5aa8e63cf5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space, Folder, or List where you want to change the color. </li>
 <li>In the Sidebar, click the ellipsis icon to the right of the Folder name.</li>
 <li>Select 'Folder settings'.</li>
 <li>Select 'Folder color'.</li>
 <li>Select, add, edit, or remove colors.</li>
</ol>

How to Change Folder Color in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3216ab56e05a00fd5975/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the upper left corner.</li>
 <li>In the Workspace Settings menu, navigate to the 'Settings' section.</li>
 <li>And you'll be directed to the workspace settings, select 'Transfer Ownership' below the current owner's name. </li>
 <li>Choose the new owner from the list of Workspace members.</li>
 <li>Confirm the change by clicking the 'Transfer ownership' button. </li>
 <li>That's it! Changes made will be automatically saved. By following these steps, you can effectively change the owner of a Workspace, Space, Folder, or List in ClickUp.</li>
</ol>

How to Change Owner in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a321fab56e05a00fd5a59/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar, located in the bottom left corner of the screen.</li>
 <li>In the menu that appears, click on 'Settings'.</li>
 <li>In the profile settings window, click on your current profile picture or the area where the profile picture is displayed.</li>
 <li>Click the 'Add custom avatar' button.</li>
 <li>Click 'Upload'.</li>
 <li>Adjust the cropping of the image if needed and click save to save changes.</li>
 <li>Click 'Save changes' to confirm action.</li>
 <li>By following these steps, you can easily change your profile picture in ClickUp, ensuring your account has a personalized and professional appearance.</li>
</ol>

How to Change Profile Picture in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a322dab56e05a00fd5bfa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Space' where the task is located.</li>
 <li>In the List view, locate the task you want to update. The current status will be displayed next to the task name.</li>
 <li>Click on the gear icon to open the 'Status settings'.</li>
 <li>From the statuses modal, select Use custom statuses.</li>
 <li>To the right of a status, click the ellipses.</li>
 <li>Select 'Rename', 'Change Color', or 'Delete Status'.</li>
 <li>Click 'Apply changes'.</li>
</ol>

How to Change Status in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3230ab56e05a00fd5c87/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space, Folder, or List where the task is located.</li>
 <li>Click on the ellipsis icon beside the task status.</li>
 <li>Click 'Edit statuses'.</li>
 <li>Click on the color of the status.</li>
 <li>Choose and set a new color for the status.</li>
 <li>Click 'Apply changes' to proceed. </li>
 <li>That's it! By following these steps, you can effectively change task colors in ClickUp using the status toolbar.</li>
</ol>

How to Change Task Color in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a335fab56e05a00fd7771/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Choose 'ClickUp' as the trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Add the workspaces, space and click 'Continue'.</li>
 <li>Click on the 'Test trigger' button to confirm data is being pulled correctly from ClickUp.</li>
 <li>Once the data has been pulled out, click 'Continue with selected record'.</li>
 <li>Choose an action app and click on it. </li>
 <li>Select an action event.</li>
 <li>Connect your desired action account.</li>
 <li>Map the fields between ClickUp and the other app such as message text and due date. Click 'Continue'.</li>
 <li>Click 'Test step' to test with sample data to ensure the trigger-action workflow runs as expected.</li>
 <li>Click 'Publish' and turn on the Zap to activate the workflow.</li>
</ol>

How to Connect ClickUp Tasks to Team Workflows with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3632ab56e05a00fdacb4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space, Folder, or List where you want to create the calendar view.</li>
 <li>Click on the '+View' icon next to the existing views at the top of the page.</li>
 <li>From the dropdown menu, select 'Calendar'.</li>
 <li>Give your new calendar view a name if prompted.</li>
 <li>Once the calendar view is created, you can customize it.</li>
 <li>Add and manage tasks directly within the calendar.</li>
 <li>Adjust settings such as date range, filters, grouping, and more to tailor the calendar to your needs. By following these steps, you can create and effectively use a calendar in ClickUp.</li>
</ol>

How to Create a Calendar in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3660ab56e05a00fdaf56/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space, Folder, or List where the task is located.</li>
 <li>Click on the task to open its details.</li>
 <li>In the task details pane, locate the 'Checklist' section.</li>
 <li>Click on the empty field to enter the name of your checklist.</li>
 <li>Click the ellipsis icon.</li>
 <li>Click 'Add an item' to add another checklist.</li>
 <li>Click 'Rename' to rename your checklist.</li>
 <li>Click 'Assign to' to choose an assignee for your checklist.</li>
 <li>You can add an assignee from the emails below. </li>
 <li>Click the checkbox next to each item to mark it as complete.</li>
 <li>By following these steps, you can efficiently create and manage checklists in ClickUp, making it easier to track and complete subtasks within your main tasks.</li>
</ol>

How to Create a Checklist in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3661ab56e05a00fdaf81/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open a task and create checklist items under the '+ Create Checklist' section.</li>
 <li>Add new checklist items. </li>
 <li>Hover over 'Checklists' and click the ellipsis icon to open a dropdown menu.</li>
 <li>Click 'Save as Template'.</li>
 <li>Type the name of your new template.</li>
 <li>Select who to share the template with.</li>
 <li> Click 'Save Template'.</li>
 <li>When creating a checklist, you'll be able to see and search for checklist templates from all spaces, as long as you have access to the Space where the checklist was saved.</li>
</ol>

How to Create a Checklist Template in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a367bab56e05a00fdb2b2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the ellipsis icon to create a new space.</li>
 <li>Click '+Create Space'.</li>
 <li>Name the space and click 'Continue'.</li>
 <li>Customize the Space settings as needed and click 'Create Space'.</li>
 <li>Within your Space, click on the ellipsis icon.</li>
 <li>Select '+Create new' and click 'Folder'.</li>
 <li>Name the Folder and click 'Create Folder'.</li>
 <li>Within the Folder, create different Lists for various content types.</li>
 <li>Add a Calendar View, click on the '+View' option to add. </li>
 <li>Choose "Calendar" from the list of available views.</li>
 <li>Give your calendar a name. </li>
 <li>Click the '+' button to create a new task for each piece of content.</li>
 <li>Name the task.</li>
 <li>Add details such as descriptions, due dates, assignees, tags, and custom fields and click 'Save'.</li>
 <li>Drag and drop tasks within the calendar to schedule them appropriately.</li>
 <li>Add tags to categorize and filter tasks easily.</li>
 <li>Add subtasks to break down each content task into subtasks.</li>
 <li>Click the 'Automation' button in the upper right corner to set up automation rules.</li>
 <li>Click the 'Share' button to invite team members to collaborate on the content calendar.</li>
 <li>By following these steps, you can create an effective content calendar in ClickUp that helps you manage your content production schedule efficiently.</li>
</ol>

How to Create a Content Calendar in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36adab56e05a00fdb8c3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on 'Dashboards' in the left sidebar.</li>
 <li>Click the '+ Create Dashboard'.</li>
 <li>Select a template for your dashboard.</li>
 <li>Click the drop down arrow to select a location to source your data from.</li>
 <li>Click 'Create Dashboard'. </li>
 <li>Enter a name for your dashboard.</li>
 <li>Click on the ellipsis in the top right corner.</li>
 <li>After clicking the ellipsis icon you can edit a widget's settings, duplicate it, or delete it.</li>
 <li>Click on the 'Share' button to share the dashboard with other team members.</li>
 <li>Select the visibility settings for your dashboard. Adjust permissions and visibility settings as needed.</li>
 <li>Any changes you make to the dashboard will be saved automatically. By following these steps, you can create a comprehensive dashboard in ClickUp that helps you monitor and manage your projects efficiently.</li>
</ol>

How to Create a Dashboard in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36dbab56e05a00fdbdcb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From the Sidebar, hover over 'Team Space' and click the plus icon.</li>
 <li>Select 'Folder'.</li>
 <li>Enter your preferred folder name in the space provided. </li>
 <li>Click 'Create Folder'.</li>
 <li>That's it! You have successfully created a folder in Clickup. </li>
</ol>

How to Create a Folder in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36e4ab56e05a00fdbf41/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the list where you want to create your form. </li>
 <li>Click the '+ View' button next to the existing views at the top of the screen.</li>
 <li>From the list of available views, select 'Form'.</li>
 <li>Give your form a name.</li>
 <li>Add descriptions about your form.</li>
 <li>In the form editor, add fields by dragging the task fields into the form area.</li>
 <li>Drag and drop fields to rearrange their order.</li>
 <li>Click on each field to customize its label, description, placeholder text, and other settings.</li>
 <li>If you have custom fields in your tasks, you can add them to the form.</li>
 <li>Set the form's title, fields and description that users will see after submitting the form.</li>
 <li>Click 'Preview'. </li>
 <li>Copy the shareable link to distribute the form to your team, clients, or stakeholders by clicking 'Copy Link'.</li>
 <li>ClickUp also provides an embed code if you want to embed the form on a website or external page just click the drop down arrow and select 'Copy code'.</li>
 <li>That's it! A notification pops up and changes will be automatically saved.</li>
</ol>

How to Create a Form in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36feab56e05a00fdc275/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Workspace.</li>
 <li>Access the Folder or List containing the tasks you want to visualize on a Gantt chart.</li>
 <li>Select the '+View' icon at the top of the screen.</li>
 <li>Select 'Gantt'.</li>
 <li>Name your Gantt.</li>
 <li>ClickUp will automatically generate a Gantt chart depicting all the tasks and project details.</li>
 <li>Add new tasks in a ClickUp Gantt chart.</li>
 <li>When you add a new task to your ClickUp Gantt chart, it will automatically appear in the List view.</li>
</ol>

How to Create a Gantt Chart in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3766ab56e05a00fdccc0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space or Folder where you want to create the mind map.</li>
 <li>Click on the '+View' icon to add a new view.</li>
 <li>Select 'Mind Map' from the list of view options.</li>
 <li>Enter a name for your mind map.</li>
 <li>Start building your mind map by clicking the 'Blank' option. </li>
 <li>Click on the central node to start with your main idea or topic.</li>
 <li>Click on the '+' icon next to the central node to add sub-nodes.</li>
 <li>You can keep adding nodes to expand your mind map by clicking the plus icon.</li>
 <li>Use the zoom controls to zoom in and out of your mind map.</li>
 <li>You can drag and drop nodes to rearrange them as needed.</li>
 <li>You can change the colors of your nodes.</li>
 <li>Click on any node to edit its details. You can add descriptions, assign tasks, set due dates, and more.</li>
 <li>A notification pops up once you have successfully created a node for your mind map.</li>
 <li>By following these steps, you can effectively create and manage mind maps in ClickUp, enhancing your ability to brainstorm, plan, and organize information visually.</li>
</ol>

How to Create a Mind Map in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37deab56e05a00fdd7d4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Space where you want to create the project and click the ellipsis icon.</li>
 <li>Select the '+Create new' button.</li>
 <li>Select 'Folder'.</li>
 <li>Name the Folder.</li>
 <li>Click 'Create Folder'.</li>
 <li>Click the '+ Add Task' button to create a new task and enter the task name</li>
 <li>Add details to the task such as descriptions, due dates, assignees, subtasks, attachments, and custom fields.</li>
 <li>Add custom fields such as priority, status, due dates, and more to tailor the information you track by clicking the add icon.</li>
 <li>Click the '+View' to add views and track your project using different views.</li>
 <li>Click the 'Automations' button in the upper right corner to set up automation rules that streamline repetitive tasks and processes.</li>
 <li>Click the 'Share' button to invite team members to collaborate on the project.</li>
 <li>Click 'Invite' to share your list to anyone. </li>
 <li>By following these steps, you can create and manage a project in ClickUp, ensuring that all aspects of your project are organized, tracked, and executed smoothly.</li>
</ol>

How to Create a Project in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37f3ab56e05a00fdda37/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open a task from your Project. </li>
 <li>From an open task in the Dates field above the task description, click 'Empty'.</li>
 <li>From the lower-left of the modal, click 'Set recurring'.&nbsp;</li>
 <li>You can set a start date for your recurring task from the 'Start date' field. The start date will always recur the same amount of days before the due date.</li>
 <li>Select a date on the calendar or enter it into the 'Due date' field.</li>
 <li>Choose when the task should recur.</li>
 <li>Choose your recurrence schedule. Indicate if the task should repeat every few days, select days in the week, select weeks in the month, or select days of the year.</li>
 <li>Click 'Save' to create your recurring task.</li>
 <li>By following these steps, you can effectively create and manage recurring tasks in ClickUp, helping you stay on top of regular tasks and deadlines.</li>
</ol>

How to Create a Recurring Task in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a384eab56e05a00fde355/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the Sidebar, hover over the 'Spaces' section and click the plus icon.</li>
 <li>Select an avatar color and icon, or upload your own.</li>
 <li>Name your Space and add a description.</li>
 <li>Choose to make the Space public, private, or shared with specific people.</li>
 <li>Click 'Continue' to proceed.</li>
 <li>Choose the default view for your Space.</li>
 <li>Configure the default task statuses for the Space. You can choose from templates like 'To Do, In Progress, Done' or customize your own.</li>
 <li>ClickApps are additional features you can enable for the Space, such as Time Tracking, Custom Fields, and more. </li>
 <li>Click 'Create Space' to finalize the setup.</li>
 <li>By following these steps, you can easily create and customize a Space in ClickUp, helping you and your team stay organized and productive.</li>
</ol>

How to Create a Space in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3851ab56e05a00fde3b1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Within your Space, click the '+' and select 'Sprint folder'.</li>
 <li>Click 'Save'.</li>
 <li>Create tasks that need to be completed during the sprint by clicking the '+Add task' button.</li>
 <li>Add a custom field for 'Sprint Points' or 'Time Estimates' by clicking the add icon. </li>
 <li>Add details such as descriptions, due dates, assignees, and custom fields.</li>
 <li>Select 'Board' view to visualize tasks in columns such as 'To Do', 'In Progress', and 'Done'.</li>
 <li>Click the 'Automation' button in the upper right corner to set up automation rules.</li>
 <li>Start, track, and complete the sprint, moving tasks as needed. By following these steps, you can effectively create and manage sprints in ClickUp, allowing for efficient and organized agile project management.</li>
</ol>

How to Create a Sprint in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a38b8ab56e05a00fdee08/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>If you already have workspaces, click on your profile avatar in the bottom left corner to open the workspace switcher.</li>
 <li>Click '+New Workspace'.</li>
 <li>Select the type of workspace that best suits your needs.</li>
 <li>Select how many people you will be working with. </li>
 <li>Add team members by entering their email addresses. </li>
 <li>Click 'Invite'.</li>
 <li>Enter a name for your new workspace. Choose a name that clearly represents your team or the purpose of the workspace.</li>
 <li>Click on the 'Finish' button to complete the setup.</li>
 <li>Once the workspace is created, you can further customize it to fit your needs.</li>
</ol>

How to Create a Workspace in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3997ab56e05a00fe0251/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Create a Space for your project.</li>
 <li>Add a new List specifically for your epic.</li>
 <li>Add a detailed task that represents the epic.</li>
 <li>Add a description. </li>
 <li>Add custom fields and tags for better categorization and tracking.</li>
 <li>Add subtasks to the epic task.</li>
 <li>Add a checklist for your epic.</li>
 <li>You can add files and attach them to your task.</li>
 <li>Click on the add icon to link related task. </li>
 <li>Click 'Link task'.</li>
 <li>Choose from the tasks below.</li>
 <li>You can set the due date, assignee, priority and time estimate or add tags for better tracking.</li>
 <li>Click the 'Board' option above and use it for better visualization and management.</li>
 <li>By following these steps, you can effectively create and manage epics in ClickUp, ensuring that large projects are broken down into manageable tasks and tracked efficiently.</li>
</ol>

How to Create Epic in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a399eab56e05a00fe034d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the List where you want to create the flowchart.</li>
 <li>Click on the '+View' at the top of the view bar.</li>
 <li>Select 'Mind Map'.</li>
 <li>Name your mind map.</li>
 <li>Click 'Blank'.</li>
 <li>Click the central node labeled as 'Root Node'.</li>
 <li>Rename this node to represent the main concept or starting point of your flowchart.</li>
 <li>Start adding nodes and name each child node to represent steps or components of your flowchart.</li>
 <li>Set the color of your node by clicking the color icon.</li>
 <li>Click on a node to open its settings and select '+Create task'.</li>
 <li>Customize your task by adding assignees, tags, due dates, and time estimates. Click 'Create' once satisfied.</li>
 <li>To enhance your flowchart, use task relationships like subtask and links to indicate the order and connection between tasks by clicking the add icon.</li>
 <li>Drag and drop nodes to rearrange them and create logical connections between different parts of your flowchart.</li>
 <li>Click 'Share' to collaborate with your team members. </li>
 <li>Click 'Save' to save changes or press Ctrl + Enter. By following these steps, you can create an effective flowchart in ClickUp to visualize and organize your tasks and workflows.</li>
</ol>

How to Create Flowchart in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a39abab56e05a00fe0510/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From the Sidebar, click the ellipsis icon. </li>
 <li>Select 'Goals'.</li>
 <li>Click the 'Set a Goal' button.</li>
 <li>Enter a descriptive name for your goal and select 'OK' or press 'ENTER'.</li>
 <li>Assign the goal to a specific person responsible for its completion and click 'OK' or press 'ENTER'.</li>
 <li>Choose and select who has access to the goal and click 'OK' or press 'ENTER'.</li>
 <li>Set a due date for when you aim to achieve the goal and click 'OK' or press 'ENTER'.</li>
 <li>Provide a brief description of the goal and its purpose and click 'OK' or press 'ENTER'.</li>
 <li>Click the upward arrow icon.</li>
 <li>You can rename your goal. </li>
 <li>Set your preferred color for your goal if you click the 'Change color' option.</li>
 <li>Move the goal to a folder by clicking 'Move to Folder'.</li>
 <li>You can click the 'Archive' button if you wish to send your goal to archive.</li>
 <li>You may also delete your goal by clicking the 'Delete' button.</li>
 <li>You can start adding targets to your goal. Just click 'Create a Target'. Targets are measurable milestones that help you track progress towards achieving your goal.</li>
 <li>By following these steps, you can effectively create and manage goals in ClickUp, helping you and your team stay focused and achieve your objectives efficiently.</li>
</ol>

How to Create Goals in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a1aab56e05a00fe0ffc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your team space and click on it. </li>
 <li>Click on the list that you want to create a report to.</li>
 <li>Click the '+View' option.</li>
 <li>Select 'Dashboard'.</li>
 <li>Provide a name and choose your preferred dashboard.</li>
 <li>Select a location to source your data from and click 'Create Dashboard'.</li>
 <li>Shows a pie chart representation of total tasks by Assignee.</li>
 <li>Useful for tracking progress towards project completion.</li>
 <li>Displays a bar chart to compare tasks across different categories like assignees.</li>
 <li>In your dashboard, you will also find the lists of overdue tasks.</li>
 <li>The latest activity made or timeline history. </li>
 <li>In your Dashboard, you will be able to track your tasks by cards. If you desire to add a card you can do it by clicking the 'Add card' option.</li>
 <li>Click the 'Share' button at the top of the dashboard to set sharing permissions.</li>
</ol>

How to Create Reports in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a45ab56e05a00fe13df/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the project where the main task is located.</li>
 <li>Click on the task to open its details.</li>
 <li>In the task details view, look for the 'Subtasks' section. This is usually located towards the bottom of the task details pane.</li>
 <li>Click on the '+ New task' button. A new subtask field will appear. Enter the name of the subtask.</li>
 <li>You can add additional details such as description, assignees, due dates, priorities, attachments, and custom fields.</li>
 <li>Save the subtask by clicking 'Save'.</li>
 <li>To view your subtask, click on the task. </li>
 <li>By following these steps, you can effectively create and manage subtasks in ClickUp, making your projects more organized and easier to handle.</li>
</ol>

How to Create Subtask in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a5cab56e05a00fe1642/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the Workspace item.</li>
 <li>Click the ellipsis icon to open the settings menu.</li>
 <li>Select 'Templates'.</li>
 <li>Click 'Save as Template'.</li>
 <li>From the 'Save as new Template' modal, type a template name to create a new template.</li>
 <li>Click 'Save Template'.</li>
 <li>By creating and using templates in ClickUp, you can streamline your workflow, ensure consistency, and save time on repetitive tasks.</li>
</ol>

How to Create Templates in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b7eab56e05a00fe2d3e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the left sidebar, hover over the Space where you want to delete the status.</li>
 <li>Click on the three dots ellipsis icon that appear next to the Space name.</li>
 <li>Select 'List settings' from the dropdown menu.</li>
 <li>In the Space settings menu, find and click on 'List Statuses'.</li>
 <li>In the Statuses settings, you'll see a list of all the statuses configured for that Space. Find the status you want to delete by clicking the ellipsis icon.</li>
 <li>Confirm the deletion when prompted by selecting 'Delete Status'.</li>
 <li>Click 'Apply changes'. By following these steps, you can effectively delete statuses in ClickUp, keeping your workflow organized and relevant to your team's needs.</li>
</ol>

How to Delete Status in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b8aab56e05a00fe2e93/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the bottom left corner.</li>
 <li>Select 'Settings' from the dropdown menu.</li>
 <li>In the settings menu, click on 'Workspaces' to view all the workspaces you have access to.</li>
 <li>Choose the workspace you want to delete. Be very sure about this action, as it cannot be undone.</li>
 <li>Click on 'Delete Workspace'.</li>
 <li>You will be prompted to confirm the deletion by entering the workspace's name.</li>
 <li>Click 'Delete' to confirm.</li>
 <li>By following these steps, you can delete a workspace in ClickUp. Ensure that all critical data is backed up or transferred before performing this action, as it is irreversible.</li>
</ol>

How to Delete Workspace in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b9dab56e05a00fe30ba/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the selected view, look for the sort icon usually represented by a filter or sort icon.</li>
 <li>Click the sort icon to begin sorting. </li>
 <li>Tasks will sort in descending order by default. To change that, click the 'Sort' button again.</li>
 <li>Click the 'Clear sort' button to disable sorting. </li>
 <li>With sorting disabled, you can now manually drag and drop tasks to organize them in the order you prefer.</li>
 <li>By following these steps, you can disable sorting in ClickUp and manually organize your tasks according to your preferences.</li>
</ol>

How to Disable Sorting in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c50ab56e05a00fe3d64/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the bottom left corner of the ClickUp interface.</li>
 <li>Click 'Apps'.</li>
 <li>From the dropdown menu, select 'Template Center'.</li>
 <li>Within the Template Center, choose the type of template you want to edit.</li>
 <li>Click the ellipsis icon next to the template title.</li>
 <li>Select 'Edit'.</li>
 <li>Edit the template as needed. You can modify the template name.</li>
 <li>To edit tags, click on the tag icon below the title name.</li>
 <li>You can add template descriptions.</li>
 <li>You can add an image for your template by clicking the empty image space provided. </li>
 <li>After making the necessary edits, save your changes by clicking 'Save'. </li>
</ol>

How to Edit a Template in ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3d00ab56e05a00fe47c4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the ClickUp workspace that you want to embed in Notion. Find the specific task, list, or board view you want to embed.</li>
 <li>Click the 'Sharing &amp; Permissions' button. </li>
 <li>Enable the 'Share link with anyone'. </li>
 <li>Click on the 'Copy public link' option. </li>
 <li>Go to the Notion page where you want to embed ClickUp.</li>
 <li>Simply paste the ClickUp link directly into the Notion page and a menu will appear allowing to choose how to paste it. Select 'Create embed'.</li>
 <li>Click and drag the corners of the embed to adjust its size within the Notion page.</li>
 <li>You can now interact with ClickUp tasks or views directly from Notion. Depending on the embed type, you might be able to update tasks, view task details, and more.</li>
</ol>

How to Embed ClickUp in Notion

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3d9aab56e05a00fe5311/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the desired Space, Folder, or List.</li>
 <li>In the upper-right corner of your List view, click 'Customize'.</li>
 <li>Click 'Export'.</li>
 <li>Under 'File Format', choose 'Excel'. </li>
 <li>After selecting 'Excel', select 'Download'.</li>
 <li>A notification pops up confirming the action. By following these steps, you can easily export your ClickUp tasks to Excel, allowing you to analyze and manipulate your data as needed.</li>
</ol>

How to Export Clickup to Excel

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3d99ab56e05a00fe52f9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the specific Project or List that you want to export and click 'Customize'.</li>
 <li>From the dropdown menu, select the 'Export' option.</li>
 <li>Select the desired format for your export and click 'Donwload'. </li>
 <li>A notification pops up once the export is complete. </li>
</ol>

How to Export ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3db1ab56e05a00fe54f7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click your Workspace avatar located in the upper-left corner.</li>
 <li>Select 'Settings'.</li>
 <li>Go to the 'Import/Export' tab.</li>
 <li>Choose 'Start Export'.</li>
 <li>Select 'Export'.</li>
 <li>It will take a few minutes for your export to be ready. When the download is complete, click the 'Download Export' button.</li>
 <li>The exported CSV file will be downloaded to your computer. Locate the file and open it with Excel or your preferred spreadsheet application.</li>
</ol>

How to Export Data from Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3e09ab56e05a00fe5ce9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Search bar'.</li>
 <li>Under the 'Quick Filters' menu, go to the 'Archived' option and enable it. </li>
 <li>In the 'Archived' section, you'll see a result and list of all archived tasks. You can browse through this list to find the specific task you are looking for, click on it. </li>
 <li>Select 'Unarchived'.</li>
 <li>Once selected, a notification pops up and restores the task.</li>
</ol>

How to Find Archived Tasks in Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3f9dab56e05a00fe78e6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "ClickUp" to select it as your trigger app.</li>
 <li>Choose a trigger event, such as "New Task" or "Updated Task".</li>
 <li>Select the ClickUp account you want to connect to your automation workflow.</li>
 <li>Now select Coda as your action app where ClickUp tasks will be imported.</li>
 <li>Choose 'Create Row' (or 'Update Row' if you're updating existing data) as your Coda action.</li>
 <li>Connect your Coda account if you haven't already done so.</li>
 <li>Pick the Coda document and table where you want your ClickUp tasks to appear.</li>
 <li>Map ClickUp task fields to Coda columns, then run a test to verify everything works.</li>
 <li>Click "Publish" to activate your Zap and start automatically importing ClickUp tasks to Coda.</li>
</ol>

How to import ClickUp task lists into Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fb4ab56e05a00fe7ba0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the bottom left corner.</li>
 <li>Select 'Settings' from the dropdown menu.</li>
 <li>In the settings menu, find and click on 'Import/Export'.</li>
 <li>Click on the 'Start Import' tab.</li>
 <li>Choose 'CSV' from the available import options.</li>
 <li>Click the 'Upload date from file' button to select your CSV file from your computer.</li>
 <li>Select 'Review'.</li>
 <li>After reviewing the data, select 'Continue'.</li>
 <li>Click 'Yes'.</li>
 <li>Select the Space, Folder, or List where you want to import your tasks.</li>
 <li>Click 'Next' and ensure you have the correct destination selected to keep your data organized.</li>
 <li>Review your mapped fields and destination. Click 'Next'.</li>
 <li>Click 'Complete'. </li>
 <li>A notification appears informing you that the import is in progress. To check the status, click the 'Check status' option above.</li>
 <li>Status shows that your import is in progress.</li>
 <li>By following these steps, you can successfully import your Excel data into ClickUp, enabling you to manage your projects and tasks efficiently within the platform.</li>
</ol>

How to Import Excel into Clickup

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fc2ab56e05a00fe7d91/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the upper-left corner click your Workspace avatar.</li>
 <li>Select 'Settings'.</li>
 <li>Select 'Import/Export'.</li>
 <li>Click 'Start Import'.</li>
 <li>Choose and click the 'Trello' button.</li>
 <li>Click 'Import from Trello' to proceed.</li>
 <li>Click 'Allow'. </li>
 <li>By following these steps, you can effectively import a Trello board into ClickUp, allowing you to continue managing your projects without losing any important information.</li>
</ol>

How to Import Trello Board to ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4094ab56e05a00fe8b48/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Asana" to set it as Trigger App.</li>
 <li>Choose an event under Asana.</li>
 <li>Sign in to your Asana account then click "Continue."</li>
 <li>Choose a value under "Workspace/ Organization" then click "Continue" to proceed.</li>
 <li>Click "Test trigger."</li>
 <li>Choose a Project then click "Continue with selected record."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Sign in to your ClickUp account, then hit “Continue.”</li>
 <li>Complete and customize the required fields to proceed.</li>
 <li>Click “Test step.”</li>
 <li>After testing, click "Publish" to complete the integration.</li>
 <li>By following these steps, you can integrate Asana with ClickUp, enabling seamless task management and collaboration across both platforms.</li>
</ol>

How to Integrate Asana with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a410aab56e05a00fe94cd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Calendly" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Calendly account and click "Continue."</li>
 <li>Select a "Webhook subscription scope" then “Continue.”</li>
 <li>Click “Test trigger.”</li>
 <li>Select "Continue."</li>
 <li>Search and select “ClickUp" as the action app.</li>
 <li>Choose an action event.</li>
 <li>Sign in to your ClickUp account to proceed.</li>
 <li>Complete and customize the required fields to continue.</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Calendly with ClickUp, boosting your content management and productivity.</li>
</ol>

How to Integrate Calendly with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a415cab56e05a00fe9ae2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account, then click “Continue.”</li>
 <li>Select Workspace.</li>
 <li>Click “Test trigger.”</li>
 <li>Select "Continue with selected record."</li>
 <li>Search and select “Canva" as the action app.</li>
 <li>Choose an action event.</li>
 <li>Sign in to your Canva account, then click “Continue.”</li>
 <li>Complete and customize the required fields to continue.</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Canva with ClickUp, boosting your content management and productivity.</li>
</ol>

How to Integrate Canva with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a419fab56e05a00fe9f84/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace to continue.</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "ActiveCampaign" as the action app.</li>
 <li>Choose an event under ActiveCampaign.</li>
 <li>Log in to your ActiveCampaign account, then click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with ActiveCampaign, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41a1ab56e05a00fe9fc0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the left-side panel, click 'Create'.</li>
 <li>Select 'Zaps' from the list of available options.</li>
 <li>Tap 'Trigger' to start the integration process.</li>
 <li>Search for 'ClickUp' and then select it as the Trigger App.</li>
 <li>Choose your preferred 'Trigger Event' afterwards.</li>
 <li>Next, click 'Sign In' and then log into your ClickUp account.</li>
 <li>Select the ClickUp workspace your prefer to use and then tap 'Connect Workspace' to continue.</li>
 <li>Subsequently, provide the necessary information to set up the trigger.</li>
 <li>Once done, tap 'Test' to proceed.</li>
 <li>Search for 'Airtable' afterwards, then select it as the Action App.</li>
 <li>Click on the drop-down menu and then choose your preferred 'Action Event' from the available options.</li>
 <li>Tap 'Sign In' and then log into your Airtable account.</li>
 <li>Choose the Airtable workspace you prefer to use and then tap 'Grant Access'.</li>
 <li>Subsequently, fill out the input fields with the required information.</li>
 <li>Once done, click 'Test' to authorize and publish the integration.</li>
 <li>After completing these steps, your ClickUp account will be integrated instantly with Airtable.</li>
</ol>

How to Integrate ClickUp with Airtable

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41a3ab56e05a00fe9feb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Discord" and then click on it.</li>
 <li>Click “Manage.”</li>
 <li>Select “Add to Discord.”</li>
 <li>After signing in to Discord, select a server and then click "Continue."</li>
 <li>Click “Authorize.”</li>
 <li>Click the box for "I am human."</li>
 <li>Completing these steps will integrate ClickUp with Discord, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Discord

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41a8ab56e05a00fea02b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Dubsado" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Enter your Dubsado API key in the designated field.</li>
 <li>Go to your Dubsado dashboard and click the settings icon to obtain your API Key.</li>
 <li>Select “Integrations.”</li>
 <li>Click "Generate tokens" under "Zapier."</li>
 <li>Select "Generate New Token" to create a new API key, which you can then copy.</li>
 <li>Select "Copy."</li>
 <li>After logging in and connecting to your Dubsado account, click "Continue."</li>
 <li>Click "Test trigger."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Choose an account by clicking "Choose" then click "Continue" to proceed.</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step” then select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Dubsado, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Dubsado

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41aaab56e05a00fea058/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Click "Email."</li>
 <li>Select one of the following email options to integrate.</li>
 <li>Click "Configure" to proceed.</li>
 <li>Choose one of the following options to sign in.</li>
 <li>Click "Continue."</li>
 <li>Select "Allow" to grant ClickUp access.</li>
 <li>Completing these steps will integrate ClickUp with Email, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Email

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41acab56e05a00fea08f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace to continue.</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Evernote" as the action app.</li>
 <li>Choose an event under Evernote.</li>
 <li>Log in to your Evernote account, then click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Evernote, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Evernote

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41adab56e05a00fea0af/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "GitHub" then click on it.</li>
 <li>Click "Connect" to integrate.</li>
 <li>Select "Authorize clickup" to grant permission.</li>
 <li>Completing these steps will integrate ClickUp with GitHub, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with GitHub

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41afab56e05a00fea0d7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Gitlab" and then click on it.</li>
 <li>Click “Manage.”</li>
 <li>Click "Activate Gitlab for Team."</li>
 <li>Select “+ Add Gitlab.”</li>
 <li>Sign in to Gitlab.</li>
 <li>Click "Authorize gitlabhq" to grant access.</li>
 <li>Click the box for "Verify you are human."</li>
 <li>Select “+ Add Gitlab.”</li>
 <li>Select "Link Gitlab."</li>
 <li>Click "Authorize ClickUp" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Gitlab, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Gitlab

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41b0ab56e05a00fea0fc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Gmail" and then click on it.</li>
 <li>Click "Configure" to proceed.</li>
 <li>Choose one of the following options to sign in.</li>
 <li>Click "Continue."</li>
 <li>Select "Allow" to grant ClickUp access.</li>
 <li>Completing these steps will integrate ClickUp with Gmail, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Gmail

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41b2ab56e05a00fea119/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Google Calendar" and then click on it.</li>
 <li>Click “Connect.”</li>
 <li>Sign in to Google then click “Continue.”</li>
 <li>Select "Allow."</li>
 <li>Completing these steps will integrate ClickUp with Google Calendar, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Google Calendar

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41b3ab56e05a00fea138/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Google Drive" and then click on it.</li>
 <li>Click “Connect.”</li>
 <li>Choose an account to continue to ClickUp.</li>
 <li>After signing in, click “Continue.”</li>
 <li>Select "Allow."</li>
 <li>Completing these steps will integrate ClickUp with Google Drive, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Google Drive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41b7ab56e05a00fea16d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace then click “Continue.”</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Google Sheets" as the action app.</li>
 <li>Choose an event under Google Sheets.</li>
 <li>Login to your Google Sheets account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Google Sheets, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Google Sheets

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41baab56e05a00fea1af/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace to continue.</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Harvest" as the action app.</li>
 <li>Choose an event under Harvest.</li>
 <li>Login to your Harvest account.</li>
 <li>Select "Authorize application."</li>
 <li>After signing in, click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Harvest, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Harvest

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41bdab56e05a00fea1ed/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "HubSpot" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Choose an account to proceed.</li>
 <li>Select "Connect app."</li>
 <li>After signing in to HubSpot, click “Continue.”</li>
 <li>Select "Continue."</li>
 <li>Click "Test trigger."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Login to your ClickUp account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with HubSpot, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with HubSpot

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41beab56e05a00fea210/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Jira" and then click on it.</li>
 <li>Click "Connect” to integrate.</li>
 <li>Select "Accept" to grant ClickUp access to Jira.</li>
 <li>Completing these steps will integrate ClickUp with Jira, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Jira

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41c1ab56e05a00fea23f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Jotform" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Login to your Jotform account then click “Continue.”</li>
 <li>Click on the document you want to continue.</li>
 <li>Click "Test trigger."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Login to your ClickUp account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Jotform, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Jotform

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41c4ab56e05a00fea27b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace to continue.</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Microsoft To Do" as the action app.</li>
 <li>Choose an event under Microsoft To Do.</li>
 <li>Login to your Microsoft To Do account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Microsoft To Do, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Microsoft To Do

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41c6ab56e05a00fea29f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Outlook" and then click on it.</li>
 <li>Click "Configure" to proceed.</li>
 <li>Select “Sign in with Outlook.”</li>
 <li>Login with your Outlook account then click "Sign in."</li>
 <li>Completing these steps will integrate ClickUp with Outlook, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41c7ab56e05a00fea2ba/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Salesforce" and then click on it.</li>
 <li>Click "Connect" to integrate.</li>
 <li>Login to your Salesforce account to connect.</li>
 <li>Select "Allow" to grant permission.</li>
 <li>Completing these steps will integrate ClickUp with Salesforce, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41c8ab56e05a00fea2d9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile avatar in the bottom left corner of the ClickUp interface.</li>
 <li>Select 'Settings'.</li>
 <li>Click the 'Notifications' tab. </li>
 <li>Under the 'Integrations' section, go to Slack and click 'Connect account' found at the right side of Slack. </li>
 <li>Click 'Connect'. </li>
 <li>Authorize ClickUp to access your Slack workspace by clicking the 'Allow' button.</li>
 <li>By following these steps, you can integrate ClickUp with Slack, streamline your workflow, and ensure seamless communication and task management across both platforms.</li>
</ol>

How to Integrate ClickUp with Slack

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41caab56e05a00fea2f5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ClickUp dashboard, click on your workspace name in the upper-left corner to open the workspace settings.</li>
 <li>Select "Apps" then click "App Center."</li>
 <li>Search for "Teams" and then click on it.</li>
 <li>Click “Install.”</li>
 <li>Select "Get it now" to proceed.</li>
 <li>Sign in to your Microsoft account to complete the integration.</li>
</ol>

How to Integrate ClickUp with Teams

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41cdab56e05a00fea329/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace to continue.</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Typeform" as the action app.</li>
 <li>Choose an event under Typeform.</li>
 <li>Log in to your Typeform account, then click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Typeform, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with Typeform

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41ceab56e05a00fea351/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Zendesk homepage, go to 'Apps and Integrations.'</li>
 <li>Under 'Apps,' click on 'Zendesk Support apps' to proceed.</li>
 <li>Go to 'Marketplace.'</li>
 <li>Search for 'Clickup' and click on it.</li>
 <li>Select 'Install.'</li>
 <li>Click the dropdown to select an account, then hit 'Install.'</li>
 <li>Select 'Install' to complete the integration.</li>
 <li>By integrating Zendesk with ClickUp, you can enhance productivity and ensure that support and project management are in sync.</li>
</ol>

How to Integrate ClickUp with Zendesk

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41cfab56e05a00fea386/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Create' button and select 'Zaps'.</li>
 <li>Search for 'ClickUp' as the trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your ClickUp account.</li>
 <li>Select the workspace.</li>
 <li>Select the workspace, space, and list to monitor. Click 'Continue'.</li>
 <li>Click o n the 'Test trigger' button.</li>
 <li>Once you have the record, click on the 'Continue with selected record' button.</li>
 <li>Choose Zoom as the action app.</li>
 <li>Select an action event to automatically schedule a new Zoom meeting.</li>
 <li>Authorize Zapier to access your Zoom account by clicking the 'Allow' button.</li>
 <li>Set up meeting details and click 'Continue'.</li>
 <li>Test the connection by clicking 'Test step'.</li>
 <li>Click on the 'Publish' button to ensure the ClickUp task triggers a Zoom meeting correctly and updates ClickUp with meeting details.</li>
</ol>

How to Integrate ClickUp with Zoom for Meeting Management using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41d1ab56e05a00fea3c4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace then click “Continue.”</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Todoist" as the action app.</li>
 <li>Choose an event under Todoist.</li>
 <li>Click "Agree" to continue.</li>
 <li>Login to your Todoist account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with Todoist, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUpwith Todoist

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4369ab56e05a00fec28c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and click 'Settings'.</li>
 <li>Choose 'Integrations' from the list of options.</li>
 <li>Subsequently, tap 'App Store' to proceed.</li>
 <li>Search for 'ClickUp' and select it from the recommended matches.</li>
 <li>Following that, tap 'Install Now'.</li>
 <li>Click 'Authorize Access' and then log in to your active ClickUp account.</li>
 <li>Next, select the specific ClickUp workspace you want to connect and tap 'Connect Workspace'.</li>
 <li>After completing these steps, your Intercom account will be integrated with ClickUp.</li>
</ol>

How to Integrate Intercom with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44b8ab56e05a00fee04b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Settings &amp; members' located at the left side of your Notion workspace.</li>
 <li>After clicking 'Settings &amp; members', select 'My connections'.</li>
 <li>Click 'See all' to discover new connections. </li>
 <li>Look for the 'ClickUp' button and click 'Connect'.</li>
 <li>Select a Workspace to connect with Notion and click 'Connect Workspace'.</li>
 <li>By following these steps, you can effectively integrate Notion with ClickUp enabling seamless task and project management across both platforms.</li>
</ol>

How to Integrate Notion with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44f9ab56e05a00fee849/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Login to your ClickUp account then click "Connect Workspace."</li>
 <li>After signing in, click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with ClickUp, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4567ab56e05a00fef227/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your ClickUp workspace. Click on your profile picture in the upper-left corner.</li>
 <li>Select the 'Apps' button.</li>
 <li>Select the 'App center' option.</li>
 <li>Look for 'Slack' in the list of available integrations and click on it.</li>
 <li>Choose between connecting the slack for 'Personal' or 'Workspace' and click the 'Connect' button.</li>
 <li>Select 'Allow' to grant access to Slack to your ClickUp.</li>
 <li>That's it! By integrating Slack with ClickUp it enhances team communication and productivity by ensuring that important task updates and notifications are instantly shared.</li>
</ol>

How to Integrate Slack with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4654ab56e05a00ff0d42/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On ClickUp's main dashboard, head over to the top-left corner and click your 'Profile' tab.</li>
 <li>Choose 'App Center' from the list of options.</li>
 <li>After that, tap 'Time Tracking' to proceed.</li>
 <li>Find and select 'Toggl' from the available choices.</li>
 <li>Subsequently, click the 'Manage' button next to Install Toggl.</li>
 <li>Enter your Toggl API key into the provided input field.</li>
 <li>Once done, click 'Sync Toggl'.</li>
 <li>After completing these steps, your Toggl account will be integrated with ClickUp.</li>
</ol>

How to Integrate Toggl with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a467eab56e05a00ff1026/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Trello" to set it as Trigger App.</li>
 <li>Choose a trigger event, such as "New Activity," "New Board," etc.</li>
 <li>Sign in to your Trello account, grant Zapier access, and click "Continue."</li>
 <li>Select "Test trigger" to set up.</li>
 <li>Choose a board, then click "Continue with selected record."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Connect to ClickUp by selecting the Workspace, then "Connect Workspace."</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click "Test step" to proceed.</li>
 <li>Click "Publish" to complete the integration.</li>
 <li>By following these steps, you can integrate Trello with ClickUp using Zapier to enhance content management and productivity.</li>
</ol>

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