> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get3rd.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ClickUp

> Send tasks from 3RD to a ClickUp list, each with its full brief, and keep their status in step. 3RD never deletes anything in ClickUp.

Connect ClickUp and you can send tasks from the [Task management](https://docs.get3rd.com/actions/task-management.md) board straight into a ClickUp list. Each task becomes a ClickUp task with its full brief in the description. When a task's status changes on either side, the other side can follow.

> [!NOTE]
>
> The ClickUp integration is in **Beta**. If you don't see the **ClickUp** row, it isn't switched on for your organization yet.

## Before you start

* You need **edit access** to the brand in 3RD. View-only members don't see the **Connect** button.
* You connect **per brand**. Each brand links its own ClickUp account.
* You need a ClickUp account that can see the list you want tasks in.

## Connect ClickUp

**1. Open Integrations**

In 3RD, open **Settings → Integrations** for the brand. ClickUp is under **Task management**. You can also click **Integrations** on the Task management board.

**2. Click Connect**

In the **ClickUp** row, click **Connect**. Sign in to ClickUp and allow 3RD access to your workspace.

**3. Check it's connected**

Back in 3RD, the row shows **Connected** and the account you linked. If you cancel in ClickUp, nothing is connected and the row says so.

## Choose where tasks go

Open the **⋯** menu in the ClickUp row and click **Sync settings**. On the Task management board, click the **ClickUp** button instead. The **How 3RD works with ClickUp** window opens.

* **List**: the list the **Send** window opens on.
* **To do**, **In progress**, **Done**: the ClickUp status a task is set to for each status. Pick **Leave unchanged** to keep its status as it is.

Each list keeps its own choices, because each list has its own statuses in ClickUp. Click **Save** when you're done.

## Send tasks to ClickUp

**1. Select tasks**

On the Task management board, tick the box on each task you want to send. The box shows when you hover over a card.

**2. Click Send to ClickUp**

In the bar that appears, click **Send to ClickUp**.

**3. Pick the list and status**

Choose the **List** and the **Status**. With **Status for the task's status**, each task starts in the status you set for its status, or in the list's first status. Click **Send**.

3RD shows how many tasks it sent. Each ClickUp task gets:

| In ClickUp | From 3RD |
| - | - |
| **Task name** | The task's title |
| **Description** | A link back to the task in 3RD, its area and impact, why it matters, and the steps to take |

A task that's already in that list isn't sent twice. Sent tasks show a small ClickUp icon on their card in 3RD. Click it to open the task in ClickUp.

## Keep status in step

**From 3RD to ClickUp.** When you change the status of a sent task in 3RD, 3RD asks **Update ClickUp too?** Click **Update ClickUp** to set the ClickUp task to the status you picked for it, or **Not now** to leave it.

**From ClickUp to 3RD.** When you set a sent task to a ClickUp status you matched to a status, the task in 3RD moves to that status. A ClickUp status you didn't match, or matched to more than one status, changes nothing.

The newest change wins, whichever side made it.

## What 3RD never does

3RD only creates tasks and changes the status of the tasks it sent. It never:

* deletes anything in ClickUp
* changes a task's name, description or anything else
* changes your lists, spaces or members
* touches a task that was archived or moved to another list

## Disconnect

Open the **⋯** menu in the ClickUp row and click **Disconnect**, then confirm. You can also click **Disconnect** in the **How 3RD works with ClickUp** window.

3RD stops sending anything to ClickUp and status changes stop coming back. Tasks already in ClickUp stay where they are.

## Troubleshooting

| You see | What to do |
| - | - |
| **Reconnect needed** on the ClickUp row | ClickUp stopped accepting the connection. Click **Reconnect**. |
| **Connect ClickUp under Settings, Integrations to send these briefs there.** | The brand isn't connected yet. Follow [Connect ClickUp](#connect-clickup). |
| **No ClickUp status is set for this status, so no task changed.** | Set a ClickUp status for that status in **Sync settings**. |
| **Could not load the ClickUp settings.** | Close the window and try again. If it keeps happening, reconnect ClickUp. |
| **Only people who can edit this brand can change how it works with ClickUp.** | You have view-only access. Ask someone with edit access. |
| A status change in ClickUp didn't reach 3RD | Check that the ClickUp status is matched to exactly one status in **Sync settings**, for that list. |

## Related

* [Task management](https://docs.get3rd.com/actions/task-management.md): the board you send tasks from
* [Monday.com](https://docs.get3rd.com/integrations/monday.md), [Asana](https://docs.get3rd.com/integrations/asana.md), [Trello](https://docs.get3rd.com/integrations/trello.md), [Jira](https://docs.get3rd.com/integrations/jira.md) and [Linear](https://docs.get3rd.com/integrations/linear.md): the other task tools


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