ClickUp Integration
ClickUp is a collaborative, project management and productivity platform for managing your tasks all in one place. ClickUp provides tools and features to complete work in an efficient, visible, and accessible way.
featureOS now provides an effective two way integration with ClickUp and thereby letting you map your customer feedback in featureOS with tasks in ClickUp. This integration setup also allows you to keep your customers informed about the status updates made on their feedback.
Step 1 : Authorize and Connect ClickUp with featureOS
Begin with signing into your featureOS account.
Visit your Dashboard and click on Organization Settings over the left panel.
Toggle to the Integrations tab and scroll down to ClickUp.
Click on Connect for ClickUp and you will be redirected to ClickUp’s login page.
Sign into your ClickUp account, choose your Workspace and click on Connect Workspace.
You will redirect back to your featureOS Integrations page where you can set up rules for the sync.
Step 2: Setting up rules for the two-way integration
Once you get redirected back to your featureOS organization your landing page will include a popup modal for you to proceed with the ClickUp Configuration.
You can also find the details about which ClickUp workspace is connected to your respective featureOS organization and the user profile used for this setup.
Setting up rules for two-way sync
1. Enable Automatic Push to ClickUp
You can Enable Automatic Push to ClickUp to push featureOS posts to ClickUp automatically, upon a particular status change on featureOS posts. You can also choose the relevant Workspace, Space, Folder and List on ClickUp that this task push must be made to.
The initial rule you set for “Automatic Push to ClickUp” is when you change the status of the posts to one of the available statuses in the dropdown, the respective posts will be pushed to ClickUp.
Push posts immediately after submitting - To automatically push posts to ClickUp as soon as they are created on featureOS - you must enable the check box “New posts in In Review status will automatically be sent to ClickUp.”
Post moderation enabled - To automatically push posts to ClickUp as soon as they are approved in moderation, on featureOS - you must enable the check box “Posts approved in In Review status will automatically be sent to ClickUp.”
2. Set status sync rules
You can now set Sync rules that will be used to sync tasks from and onto ClickUp. You can click on the + New Sync Rule button to start adding rules! There are 3 types of Sync rules you can set,
When Any linked ClickUp task is changed to a set Status, change linked featureOS posts to the set Status and Notify / Do not Notify voters and subscribers.
When All linked ClickUp tasks are changed to a set Status, change linked featureOS posts to the set Status and Notify / Do not Notify voters and subscribers.
When a featureOS post is changed to a set Status, change all linked ClickUp tasks to the set Status.
Click on the Add Rule button to save the set rule.
Click on Save to save the Sync configuration.
How does the Integration setup work?
Once the Integration setup is complete, you will see a Push to ClickUp button within all your posts on featureOS, on the right panel. Clicking on Push to ClickUp will give you two options
1. Create a ClickUp task
Please note that only one ClickUp task can be created from a featureOS post.
In the Create tab, you can modify the Title and Description of the issue, You can also choose the relevant Workspace, Space, Folder and List on ClickUp that this task push must be made to.
Click on Push to ClickUp once done.
The ClickUp task created from a featureOS post will contain the post details in its comment, as shown in the screenshot.
2. Link ClickUp Tasks
You can link multiple ClickUp tasks to a single featureOS post.
Toggle to the Link tab and search for ClickUp tasks to link using the task ID. Here's how you can locate it!
Click on the Link button to link a ClickUp task to the featureOS post, from the search result.
Once linked, the ClickUp task will also contain a link to the featureOS post.
3. Status Updates
The status updates that happen on featureOS and ClickUp are based on the sync rules that you configured!
4. Map featureOS fields to custom fields in ClickUp
In the "Custom Fields" section of the featureOS × ClickUp Configuration window, you have the option to choose a list and determines how fields in featureOS are mapped to custom fields in ClickUp.
Up to 7 fields are supported, including,
Upvotes count
Downvotes count
Comment count
Board name
Post Created date
Submitter email address
Submitter name.
Note: Dropdown field type is supported for the Board name field but you must ensure that the dropdown values in ClickUp exactly match the board names in featureOS.
Changes made to these selected fields on featureOS will automatically sync to ClickUp in a few seconds.
5. Unlink a ClickUp task from a featureOS post:
You can unlink a ClickUp task from a featureOS post simple click on the Unlink icon that appear at the right corner of the linked tasks.
Please note that once you Unlink, the respective ClickUp task will no longer be available on that featureOS post. You can still find the task on ClickUp. Click on Unlink to finalize.
6. Disconnect featureOS - ClickUp Integration:
To Disconnect the featureOS - ClickUp Integration head to your Organization Settings on the left panel of your featureOS Dashboard → Toggle to the Integrations tab → Click on Configure for ClickUp → Click on Disconnect at the bottom left corner of the popup modal.
Click on Disconnect again to confirm the action and you are good to go!
Plan & Pricing
featureOS - ClickUp integration is available in our Fly High plan
Need more help?
Reach out to our support at [email protected] or submit a request on our support board! 😃
