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ClickUp Integration

Link Canny posts with ClickUp tasks and sync their statuses

Jacques Reulet avatar
Written by Jacques Reulet
Updated over 2 months ago

Overview

Link Canny posts with ClickUp tasks to automatically update the post statuses based on ClickUp updates.

Benefits

  • Automatically update users as developers make progress

  • Link between ClickUp and Canny for quick reference

  • Set up custom rules to decide which updates trigger notifications


How to set it up

Before you begin:

  1. Owner-level admin permissions in Canny are required to connect the integration.

  2. You will also need to be an admin in ClickUp.

  3. We recommend creating a "Canny" user profile in ClickUp to authenticate the integration. This way, you can specify which Spaces, Folders, and Lists Canny has access to.

In the ClickUp settings page in Canny, click on "Install ClickUp" and select the ClickUp workspaces you want to connect to Canny.

Your ClickUp account is now connected to Canny! Next step is to set up the rules to trigger Canny updates based on ClickUp events. See below on creating rules to sync statuses.

Creating rules to sync statuses

Set up rules from the ClickUp settings page in Canny so that updates in ClickUp will trigger updates in Canny:


Creating ClickUp tasks from Canny posts

1. From the Feedback tab in Canny

The post sidebar now has a ClickUp section. From here, you can either create this Canny post as a new ClickUp task OR link this Canny post to an existing ClickUp task:

You can open the newly created task in ClickUp by clicking on its name in the post sidebar.

Push posts to ClickUp right from the admin roadmap by clicking the ClickUp logo. If a post is already linked, the logo will be filled in, and clicking will open that task in ClickUp:


Connecting existing ClickUp tasks to Canny posts

To connect an existing ClickUp task to a Canny post, you'll need the ClickUp Task ID. Once you have that, click "Link task" and enter the Task ID. Follow the steps in the gif below to find that Task ID in ClickUp:

To unlink a task, hover over the task name on the post sidebar and click the "X" icon:

Both events are registered as comments in the ClickUp task:


Things to note

  • The ClickUp integration is available on all plans.

  • ClickUp will count toward the integration limits on Free and Starter plans.

  • ClickUp can be used in conjunction with similar project management tools like Jira, GitHub, Azure DevOps, Linear, etc.


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