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ClickUp

The ClickUp modules allow you to watch, create, update, list, and/or delete workspaces, spaces, folders, lists, tasks, checklists, dependencies, comments, tracking time, tags, goals, and views in your ClikcUp account.

Prerequisites

  • A ClickUp account

In order to use ClickUp with Ibexa Connect, it is necessary to have a ClickUp account. If you do not have one, you can create a ClickUp account at https://clickup.com/.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting ClickUp to Ibexa Connect

1. Go to Ibexa Connect and open the ClickUp module's Create a connection dialog.

clickupConnect01.gif

2. After you click the Continue button, Ibexa Connect will redirect you to the ClickUp website where you will be prompted to grant Ibexa Connect access to your account.

clickupConnect02.gif

The connection has been established.

Caution

There is only one ClickUp account connection per one Ibexa Connect organization allowed. Otherwise, the [401] OAUTH 027 error is returned during the connection attempt.

Creating your own app

ClickUp does not allow the creation of multiple connections that vary in the set of workspaces the connection has access to. Subsequent executions of the ClickUp OAuth2 flow do not yield different access tokens, but identical ones, simply updating the set of workspaces the connection has access to. This is described as reauthorization in the ClickUp API documentation

clickupReauth.png

If you wish to create multiple connections, each connection having access to a different set of workspaces, you may do so by creating an OAuth2 app for each connection:

  1. Follow the steps described in the API: Create your own app article. In step 5, copy and paste this URL: https://www.integromat.com/oauth/cb/oauth2

  2. In Ibexa Connect, create a new scenario, insert a ClickUp module, open its setup and click on the Add button next to the Connection field.

  3. Enable the Show advanced settings option.

  4. Copy and paste the Client ID and Client Secret values you obtained when successfully finalizing the steps described in the API: Create your own app article.

  5. Click on the Continue button.

    clickupSecretAuth.png

  6. A ClickUp window will pop up with a selection of Workspaces you wish this connection would have access to. Choose the workspaces and click on the Connect x Workspace(s) button.

    clickupSecretConnect.png

  7. Repeat steps 1-7 for each connection you would like to create.

Task

Watch Tasks

Triggers when a specific task or subtask event happens.

Webhook name

Enter a name for the webhook.

Workspace

Select the workspace whose tasks you want to watch.

Filter By

Select the option to filter the list:

  • Space

  • Folder

  • List

  • Task

Space

Select the space whose tasks you want to watch.

Folder

Select the folder whose tasks you want to watch.

List ID

Select the List ID whose tasks you want to watch.

Task ID

Select the Task ID you want to watch.

Event Type

Select the event type to watch:

  • Task Created

  • Task Updated

  • Task Deleted

  • Task Priority Updated

  • Task Status Updated

  • Task Assignee Updated

  • Task Due Date Updated

  • Task Tag Updated

  • Task Moved

  • Task Comment Posted

  • Task Time Estimate Updated

  • Task Time Tracked Updated

Watch Tasks

Triggers when a task or subtask is created or updated.

Watch

Select a category to watch:

  • Only new

  • All changes

Workspace ID

Select the workspace ID whose tasks you want to watch.

Space IDs

Select the Space ID whose tasks you want to watch.

Assignees

Enter (map) the assignee's User IDs who tasks you want to watch.

Tags

Add the tags to filter the tasks you want to watch.

Statuses

Add the status of the tasks you want to list:

Status

Enter the status. For example, urgent, high, and so on.

Subtask

Select if you want to include the subtasks along with the tasks.

Limit

The maximum number of tasks Ibexa Connect should return during one scenario execution cycle. Note the default value is 2.

List All Tasks

Retrieves all tasks for a specific list.

Map or Select Select or Map the task you want to list.
Workspace Select the workspace whose tasks you want to list.
Space Select the space whose tasks you want to list.
Folder Select the folder whose tasks you want to list.
List ID Select the List ID whose tasks you want to list.
List Select the list whose tasks you want to list.
Archived Select if you want to list the archived tasks
Limit The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

List Subtasks for a Task

Retrieves all subtasks for a specified task.

Note

In ClickUp, you cannot have a subtask under a subtask. In the Parent Task field, if you select a subtask, then the module returns its parent's subtasks including the specified subtask.

Team ID

Select or map the Team ID whose task subtasks you want to list.

Enter a Parent Task ID

Select an option to choose the parent task ID:

  • Enter manually

  • Select from the list

Parent Task ID

Enter (map) the Parent Task ID to list its subtasks.

Space

Select or map the space whose task subtasks you want to list.

Folder

Select or map the folder to whose task subtasks you want to list.

List

Select or map the list to whose task subtasks you want to list.

Parent Task

Select the parent task whose subtasks you want to list.

Limit

Set the maximum number of subtask Ibexa Connect will return during one execution cycle.

List Filtered Tasks

Retrieves the tasks for a specific workspace.

Workspace ID

Select the Workspace ID whose tasks you want to filter.

Space ID

Select the Space ID whose tasks you want to filter.

Order By

Select the option to sort the tasks:

  • ID

  • Created

  • Updated

  • Due Date

Reverse Order

Select if you want to reverse the order of the tasks.

Include Subtasks

Select if you want to include the subtasks along with the tasks.

Folder IDs

Add the Folder IDs whose tasks you want to list:

ID

Enter the Folder ID.

List IDs

Add the List IDs whose tasks you want to list:

ID

Enter the List ID.

Statuses

Add the status of the tasks you want to list:

Status

Enter the status. For example, urgent, high, and so on.

Include Closed

Select if you want to include the closed tasks.

Assignees

Select the assignees whose tasks you want to filter.

Tags

Add the tags to filter the tasks you want to list.

Before Due Date

Enter the date before which you want to filter all the tasks due on or before the date.

After Due Date

Enter the date after which you want to filter all the tasks due on or after the date.

Before Created Date

Enter the date before which you want to filter all the tasks created on or before the date.

After Created Date

Enter the date after which you want to filter all the tasks created after the date.

Before Updated Date

Enter the date after which you want to filter all the tasks updated after the date.

After Updated Date

Enter the date after which you want to filter all the tasks updated after the date.

Limit

The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

List All Task Members

Retrieves all task members

Map or Select Select or map the task to which you want to list all task members.
Task ID Enter the Task ID to whose task members to list.
Workspace Select the workspace whose task members you want to list.
Space Select the space whose task members you want to list.
Folder Select the folder whose task members you want to list.
List Select the list to from which you want to list task members.
Task Select the task from which you want to list the task members.
Limit The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

List Task Templates

Retrieves all task templates.

Workspace ID Select or map the Workspace ID to who task templates you want to list.
Limit The maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Get a Task

Retrieves details about specific task or subtask.

Map or Select Select or map the task to which you want to retrieve.
Task ID Enter (map) a Task ID to retrieve the task.
Workspace Select the workspace from where you want to retrieve the task.
Space Select the workspace from where you want to retrieve the task.
Folder Select the folder from where you want to retrieve the task.
List Select the list to retrieve the task.
Task Select the task to retrieve. Note it can be a subtask.

Create a Task

Creates new in a specific list or sub-task in a specific task.

Workspace

Select the workspace where you want to create the task.

Space

Select the space where you want to create the task.

Folder

Select the folder where you want to create the task.

List

Select the list where you want to create the task.

Parent Task ID

Select the Parent Task ID if this task is a subtask of any other task.

Task Name

Enter a name for the task.

Content

Enter the details of the task.

Assignees

Select the assignees for the task.

Tags

Select the tags for the task to filter when searching for the tasks. For example, milestone1, next release, waiting, and so on.

Status

Select the status of the task:

  • Open

  • In Progress

  • In Review

  • Approved

  • Closed

Priority

Select the priority of the task:

  • Urgent

  • High

  • Normal

  • Low

Due Date

Enter the date by which you must complete the task.

Due Date Time

Select if you want to enable the due date time for the task.

Estimated Time in

Select the units for the time:

  • Minutes

  • Hours

  • Days

Estimated Time

Enter the time. Here, 1 day = 8 hours.

Start Date

Enter the start date of the task.

Start Date Time

Select if you want to enable the start date time.

Notify All

Select if you want to send a notification email to all the assignees about this task.

Create a Task (advanced)

Creates a new task in a list.

List ID

Enter the List ID where you want to create the task.

Parent Task ID

Select the Parent Task ID if this task is a subtask of any other task.

Task Name

Enter a name for the task.

Content

Enter the details of the task.

Assignees

Select the assignees for the task.

Tags

Select the tags for the task to filter when searching for the tasks. For example, milestone1, next release, waiting, and so on.

Status

Select the status of the task:

  • Open

  • In Progress

  • In Review

  • Approved

  • Closed

Priority

Select the priority of the task:

  • Urgent

  • High

  • Normal

  • Low

Due Date

Enter the date by which you must complete the task.

Due Date Time

Select if you want to enable the due date time for the task.

Estimated Time in

Select the units for the time:

  • Minutes

  • Hours

  • Days

Estimated Time

Enter the time. Here, 1 day = 8 hours.

Start Date

Enter the start date of the task.

Start Date Time

Select if you want to enable the start date-time.

Notify All

Select if you want to send a notification email to all the assignees about this task.

Custom Fields

Add the custom fields:

ID

Enter the ID.

Value

Enter the value.

Create a Task from a Template

Creates a task from a specific template.

Map or Select Select or map the task to which you want to upload the attachment.
List ID Enter (map) the List ID for which you want to create a task.
Template ID Enter (map) the Template ID of the template for which you want to create a task.
Workspace Select the workspace to whose template you want to create a task.
Space Select the space to whose template you want to create a task.
Folder Select the folder to whose template you want to create a task.
List Select the list to whose template you want to create a task.
Template Select the template for which you want to create a task.
Name Enter (map) a name for the task.

Upload Task Attachment

Adds attachment to a task.

Map or Select Select or map the task to which you want to upload the attachment.
Workspace Select the workspace to whose task you want to upload the attachment.
Space Select the space to whose task you want to upload the attachment.
Folder Select the folder to whose task you want to upload the attachment.
List Select the list to whose task you want to upload the attachment.
Task Select the task to which you want to upload the attachment.
Task ID Enter the Task ID to which you want to upload the attachment.
File Name Enter the filename you are uploading. For example, sample.txt.
File Data Enter the path of the file to upload.

Edit a Task

Updates a task.

Task ID

Enter the Task ID you want to update.

Task Name

Enter a new name for the task.

Content

Enter the details of the task.

Assignees

Add the assignees for the task:

Assignee User ID

Enter the assignee's user ID to whom you want to assign the task.

Status

Enter the status of the task.

Priority

Select the priority of the task:

  • Urgent

  • High

  • Normal

  • Low

Due Date

Enter the date by which you must complete the task.

Due Date Time

Select if you want to enable the due date time for the task.

Estimated Time in

Select the units for the time:

  • Minutes

  • Hours

  • Days

Start Date

Enter the start date of the task.

Start Date Time

Select if you want to enable the start date-time.

Notify All

Select if you want to send a notification email to all the assignees about this task.

Edit a Task with Custom Fields

Updates a task.

Workspace

Select the workspace whose task you want to edit.

Space

Select the space whose task you want to edit.

Folder

Select the folder whose task you want to edit.

List

Select the list whose task you want to edit.

Task ID

Enter the Task ID you want to edit.

Task Name

Enter a name for the task.

Content

Enter the details of the task.

Assignees

Select the assignees for the task.

Status

Select the status of the task:

  • Open

  • In Progress

  • In Review

  • Approved

  • Closed

Priority

Select the priority of the task:

  • Urgent

  • High

  • Normal

  • Low

Due Date

Enter the date by which you must complete the task.

Due Date Time

Select if you want to enable the due date time for the task.

Estimated Time in

Select the units for the time:

  • Minutes

  • Hours

  • Days

Estimated Time

Enter the time. Here, 1 day = 8 hours.

Start Date

Enter the start date of the task.

Start Date Time

Select Yes ifyou want to enable the start date-time:

  • Yes

  • No

  • Not defined

Notify All

Select Yes if you want to send a notification email to all the assignees about this task:

  • Yes

  • No

  • Not defined

Edit a Task with Custom Fields (advanced)

Updates a task.

Task ID

Enter the Task ID you want to edit.

Task Name

Enter a name for the task.

Content Type

Select the content type for the tasK:

  • Plain Text

  • Markdown

Content

Enter the details of the task.

Assignees

Select the assignees for the task.

Add

Enter (map) the User ID of the assignee to add them.

Remove

Enter (map) the User ID of the assignee to remove them.

Status

Enter (map) the status of the tas for example, Open, In Progress, In Review, Approved, and Closed.

Priority

Select the priority of the task:

  • Urgent

  • High

  • Normal

  • Low

  • Clear

Due Date

Enter the date by which you must complete the task.

Due Date Time

Select if you want to enable the due date time for the task.

Estimated Time in

Select the units for the time:

  • Minutes

  • Hours

  • Days

Estimated Time

Enter the time. Here, 1 day = 8 hours.

Start Date

Enter the start date of the task.

Start Date Time

Select Yes if you want to enable the start date-time:

  • Yes

  • No

  • Empty

Notify All

Select Yes if you want to send a notification email to all the assignees about this task:

  • Yes

  • No

  • Empty

Custom Fields

Enter (map) the custom fields:

Custom Field ID

Enter (map) the Custom FIeld ID to add custom fields.

Type

Select or map the type of custom field.

Text

Enter (map) the value of the text.

Number

Enter (map) the value of the number.

Date

Enter (map) a date to add a custom field.

Checkbox

Select whether to add the checkbox as a custom field.

Task

Enter (map) the Task ID to add a task to the custom field. Note that you also remove a task.

User

Enter (map) the User ID to add a user to the custom field. Note that you also remove a user.

Manual Progress

Enter (map) a value for the progress of the custom fields.

Label

Enter (map) the Label ID to add label as a custom field.

Delete a Task

Deletes a specific task.

Map or Select Select or map the task you want to delete.
Workspace Select the workspace whose task you want to delete.
Space Select the space whose task you want to delete.
Folder Select the folder whose task you want to delete.
List Select the list whose task you want to delete.
Task ID Enter the Task ID you want to delete.
Task Select the task you want to delete.

List

Watch Lists

Triggers when a specific list event happens.

Webhook name

Enter a name for the webhook.

Workspace

Select the workspace whose space list you want to watch.

Filter By

Select the option to filter the events:

  • Space

  • Folder

  • List

Space

Select the space whose lists you want to watch.

Folder

Select the folder whose lists you want to watch.

List

Select the lists you want to watch.

Event Type

Select the event type you want to watch:

  • List Created

  • List Updated

  • List Deleted

Limit

The maximum number of lists Ibexa Connect should return during one scenario execution cycle.

List All Lists

Retrieves all lists for a specific folder.

Map or Select Select the option to map the list you want to list.
Workspace Select the workspace whose lists you want to list.
Space Select the space whose lists you want to list.
Folder Select the folder whose lists you want list.
Folder ID Select the Folder ID whose lists you want list.
Archived Select if you want to list the archived lists.
Limit The maximum number of lists Integrity should return during one scenario execution cycle.

List All Folderless List

Retrieves all space lists.

Map or Select Select the option to map the list you want to list.
Workspace Select the workspace whose lists you want to list.
Space Select the space whose lists you want to list.
Space ID Select the Space ID whose lists you want to list.
Archived Select if you want to list the archived lists.
Limit The maximum number of lists Ibexa Connect should return during one scenario execution cycle.

List All List Views

Retrieves all list views.

Map or Select Select the option to map the list views you want to list.
List ID Enter (map) the List ID whose list views you want to list.
Workspace Select the workspace whose list views you want to list.
Space Select the space whose list views you want to list.
Folder Select the folder whose list views you want to list.
List Select the list whose list views you want to list.
Limit The maximum number of list views Ibexa Connect should return during one Ibexa Connect scenario execution cycle.

List All List Members

Retrieves all list members.

Map or Select Select the option to map the list members you want to list.
List ID Enter (map) the List ID whose list members you want to list.
Workspace Select the workspace whose list members you want to list.
Space Select the space whose list members you want to list.
Folder Select the folder whose list members you want to list.
List Select the list whose list members you want to list.
Limit The maximum number of list members Ibexa Connect should return during one scenario execution cycle.

Get a List

Retrieves details about a specific list.

Map or Select Select the option to map the list whose details you want to retrieve.
Workspace Select the workspace whose details you want to retrieve.
Space Select the space whose list details you want to retrieve.
Folder Select the folder whose list details you want to retrieve.
List ID Select the List ID whose details you want to retrieve.
List Select the list whose details you want to retrieve.

Create a List

Creates a new list for a specific folder.

Map or Select

Select the option to map the folder where you want to create the list.

Workspace

Select the workspace in which you want to create the list.

Space

Select the space in which you want to create the list.

Folder

Select the folder in which you want to create the list.

Folder ID

Select the Folder ID in which you want to create the list.

List Name

Enter a name for the new list.

Assignee User ID

Enter the Assignee User ID to whom you want to assign the list.

Content

Enter the details of the list.

Due Date

Enter the date by which you want to complete the list task.

Due Date Time

Enter the time by which you want to complete the list task.

Priority

Select the priority for the list:

  • Urgent

  • High

  • Normal

  • Low

Status

Select the status of the list.

Create a Folderless List

Creates a folderless list.

Map or Select

Select the option to map the space where you want to create the list.

Workspace

Select the workspace in which you want to create the list.

Space

Select the space in which you want to create the list.

Space ID

Select the Space ID in which you want to create the list.

List Name

Enter a name for the new list.

Assignee User ID

Enter the Assignee User ID to whom you want to assign the list.

Content

Enter the details of the list.

Due Date

Enter the date by which you want to accomplish the list task.

Due Date Time

Select if you want to enable the due date time for this list.

Priority

Select the priority for the list:

  • Urgent

  • High

  • Normal

  • Low

Status

Select the status of the list.

Edit a List

Updates a list.

Map or Select

Select the option to map the list which you want to update.

Workspace

Select the workspace whose list you want to update.

Space

Select the space whose list you want to update.

Folder

Select the folder whose list you want to update.

List ID

Select the List ID you want to update.

List Name

Enter a new name for the list.

Assignee User ID

Enter the Assignee User ID to whom you want to assign the list.

Content

Enter the details of the list.

Due Date

Enter the date by which you want to accomplish the list task.

Due Date Time

Select Yes if you want to enable the due date time for the list:

  • Yes

  • No

  • Not defined

Priority

Select the priority of the list:

  • Urgent

  • High

  • Normal

  • Low

Status

Select the status of the list.

Delete a List

Deletes a list.

Map or Select Select the option to map the list you want to delete.
Workspace Select the workspace whose list you want to delete.
Space Select the space whose list you want to delete.
Folder Select the folder whose list you want to delete.
List ID Enter or Select the List ID you want to delete.

Folder

Watch Folders

Triggers when a specific older event happens.

Webhook name

Enter a name for the webhook.

Workspace

Select the workspace whose space folders you want to watch.

Filter By

Select the option to filter the folders:

  • Space

  • Folder

Event Type

Select the event type:

  • Folder Created

  • Folder Updated

  • Folder Deleted

List All Folders

Retrieves all folders for a specific space.

Map or Select Select the option to map the space you want to list.
Workspace Select the workspace whose space folders you want to list.
Space ID Select the Space ID whose folders you want to list.
Space Select the space whose folders you want to list.
Archived Select if you want to list the archived.
Limit The maximum number of folders Ibexa Connect should return during one scenario execution cycle.

Get a Folder

Retrieves details about specific folder.

Map or Select Select the option to map the folder whose details you want to retrieve.
Workspace Select the workspace whose space folder details you want to retrieve.
Space Select the space whose folder details you want to retrieve.
Folder Select the folder whose details you want to retrieve.
Folder ID Select the Folder ID whose details you want to retrieve.

Create a Folder

Creates a new folder for a specific space.

Map or Select Select the option to map the space you want to list.
Workspace Select the workspace in whose space you want to create the folder.
Space Select the space in which you want to create the folder.
Space ID Select the Space ID in which you want to create the folder.
Name Enter a name for the folder.

Edit a Folder

Updates a folder.

Map or Select Select the option to map the folder you want to edit.
Workspace Select the workspace whose space folder you want to update.
Space Select the space whose folder you want to update.
Folder ID Select the Folder ID you want to update.
Folder Name Enter a new name for the folder.

Delete a Folder

Deletes a folder.

Map or Select Select the option to map the folder you want to delete.
Workspace Select the workspace whose space folder you want to delete.
Space Select the space whose folder you want to delete.
Folder Select the Folder you want to delete.
Folder ID Select the Folder ID you want to delete.

Space

Watch Spaces

Triggers when a specific space event happens.

Webhook Name

Enter a name for the webhook.

Workspace

Select the workspace whose spaces you want to watch.

Space

Select the space whose event you want to watch.

Event Type

Select the event type you want to watch:

  • Space Created

  • Space Updated

  • Space Deleted

List All Spaces

Retrieves all spaces belonging to a specific team.

Workspace ID Enter the Workspace ID whose spaces you want to list.
Archived Select this option if you want to list the archived spaces.
Limit The maximum number of spaces Ibexa Connect should return during one scenario execution cycle.

Get a Space

Retrieves details about specific space.

Map or Select Select the option using which you want to get the list of the spaces.
Workspace Select the workspace whose space details you want to list.
Space Select the space whose details you want to list.
Space ID Select the Space ID whose details you want to list.

Create a Space

Creates a space.

Workspace ID

Select the Workspace ID in which you want to create the space.

Name

Enter a name for the space.

Multiple Assignees

Select this option you want to assign multiple members to this space.

Enabled (Due Date)

Select if you want to the enable due date for this space:

  • Yes

  • No

Start Date

Select the option to enable the start date for this space:

  • Yes

  • No

Remap Due Date

Select if you want to enable the option to remap due dates for this space:

  • Yes

  • No

Remap Closed Due Date

Select if you want to enable the option to remap the closed due date for this space:

  • Yes

  • No

Enabled (Time Tracking)

Select if you want to enable the time tracking for this space:

  • Yes

  • No

Enabled (Tags)

Select if you want to enable the tags for this space:

  • Yes

  • No

Enabled (Time Estimated

Select if you want to enable the estimated time for this space:

  • Yes

  • No

Enabled (Checklists)

Select if you want to enable checklists for this space:

  • Yes

  • No

Enabled (Custom Fields)

Select if you want to enable the custom fields for this space:

  • Yes

  • No

Enabled (Remap Dependencies)

Select if you want to enable the remap dependencies for this space:

  • Yes

  • No

Enabled (Dependency Warning)

Select if you want to enable dependency warnings for this space:

  • Yes

  • No

Enabled (Portfolios)

Select if you want to enable portfolios for this space:

  • Yes

  • No

Edit a Space

Updates a space.

Workspace ID

Select the Workspace ID you want to update.

Space ID

Select the Space ID you want to update.

Name

Enter a new name for the space.

Multiple Assignees

Select this option you want to assign multiple members to this space.

Enabled (Due Date)

Select if you want to the enable due date for this space:

  • Yes

  • No

Start Date

Select if you want to enable the start date for this space:

  • Yes

  • No

Remap Due Date

Select if you want to enable the option to remap due dates for this space:

  • Yes

  • No

Remap Closed Due Date

Select if you want to enable the option to remap the closed due date for this space:

  • Yes

  • No

Enabled (Time Tracking)

Select if you want to enable the time tracking for this space:

  • Yes

  • No

Enabled (Tags)

Select if you want to enable the tags for this space:

  • Yes

  • No

Enabled (Time Estimated)

Select if you want to enable the estimated time for this space:

  • Yes

  • No

Enabled (Checklists)

Select if you want to enable checklists for this space:

  • Yes

  • No

Enabled (Custom Fields)

Select if you want to enable the custom fields for this space:

  • Yes

  • No

Enabled (Remap Dependencies)

Select if you want to enable the remap dependencies for this space:

  • Yes

  • No

Enabled (Dependency Warning)

Select if you want to enable dependency warnings for this space:

  • Yes

  • No

Enabled (Portfolios)

Select if you want to enable portfolios for this space:

  • Yes

  • No

Delete a Space

Deletes specific space.

Map or Select Select the option to map the space you want to delete.
Workspace Select the workspace whose space you want to delete.
Space Select the space you want to delete.

Target

Create a Target

Creates a goal target

Map or Select

Select the option to create a target.

Goal ID

Enter (map) a Goal ID to whom you want to create a target.

Workspace

Select the workspace for which you want to create a target.

Goal

Select the goal for which you want to create a target.

Name

Enter (map) a name for the target.

Type

Select the type of target:

  • Number

  • Currency

  • Boolean

  • Percentage

  • Automatic

Steps Start

Enter (map) the steps start when you select the type as percentage, automatic, number, and currency.

Steps End

Enter (map) the steps start when you select the type as percentage, automatic, number, and currency.

Owners

Enter (map) the User ID to whom you want to add to a target.

Unit

Enter (map) the units when you select the type as a number or currency type.

  • For Currency the unit must be a valid currency code.

  • Percentage is automatically set to %

  • Boolean doesn't use any unit.

  • Automatic is automatically set to tasks

Task IDs

Enter (map) the Task ID for whom you want to create a target.

List IDs

Enter (map) the List ID for whom you want to create a target.

Edit a Target

Updates a goal target.

Map or Select

Select the option to create a target.

Target ID

Enter (map) a Target ID you want to edit.

Workspace

Select the workspace whose target you want to edit.

Goal

Select or map the goal whose target you want to edit.

Name

Enter (map) an updated name for the target.

Steps Start

Enter (map) the steps start when you select the type as percentage, automatic, number, and currency.

Steps End

Enter (map) the steps start when you select the type as percentage, automatic, number, and currency.

Unit

Enter (map) the units when you select the type as a number or currency type.

  • For Currency the unit must be a valid currency code.

  • Percentage is automatically set to %

  • Boolean doesn't use any unit.

  • Automatic is automatically set to tasks

Steps Current

Enter (map) the current steps if you have changed the unit.

Note

Enter (map) a note

Delete a Target

Deletes a target

Map or Select Select the option to delete a target.
Target ID Enter (map) a Target ID to delete.
Workspace Select the workspace whose target you want to delete.
Goal Select the goal whose target you want to delete.
Target ID Select or map the Target ID you want to delete.

Goal

List All Goals

Retrieves details about a specific goal.

Workspace ID Select the workspace whose goals you want to list.
Limit The maximum number of goals Ibexa Connect should return during one scenario execution cycle.

Get a Goal

Creates a new workspace goal.

Map or Select Select or map the workspace whose goal detail you want to retrieve.
Workspace Select the workspace whose goal details you want to retrieve.
Goal Select the goal whose details you want to retrieve.
Goal ID Enter the Goal ID whose details you want to retrieve.

Create a Goal

Creates a new goal.

Workspace ID

Select the Workspace ID to which you want to create the goal.

Goal Name

Enter a name for the goal.

Multiple Owners

Select if you want to assign multiple users as owners to the goal.

Owners

Add the owners for the goal:

User ID

Enter the user ID to add as the owner for the goal.

Due Date

Enter the date before which you must accomplish the goal.

Description

Enter the details of the goal.

Color

Enter the color code appropriate for the goal.

Edit a Goal

Updates a goal.

Workspace ID

Select the Workspace ID whose goal you want to update.

Goal Name

Enter a new name for the goal.

Multiple Owners

Select if you want to assign multiple users as owners to the goal.

Owners

Add the owners for the goal:

User ID

Enter the user ID to add as the owner for the goal.

Due Date

Enter the date before which you must accomplish the goal.

Description

Enter the details of the goal.

Color

Enter the color code appropriate for the goal.

Delete a Goal

Deletes a specific goal.

Map or Select Select or map the Workspace whose goal you want to delete.
Workspace Select the Workspace ID whose goal you want to delete.
Goal Select the goal you want to delete.
Goal ID Enter the Goal ID you want to delete.

Comment

List All Comments

Retrieves all comments for a specific task view or list.

List Comments for

Select the option to list the comments:

  • View

  • Task

  • List

Select by

Select the option to view the comments:

  • Workspace

  • Space

  • Folder

  • List

Workspace

Select the workspace whose comments you want to list.

Space

Select the space whose comments you want to list.

Folder

Select the folder whose comments you want to list.

List

Select the list whose comments you want to list.

List ID

Enter the List ID whose comments you want to list.

Task

Select the task whose comments you want to list.

Task ID

Enter the List ID whose comments you want to list.

View

Select the view to list all the comments.

Limit

The maximum number of comments Ibexa Connect should return during one scenario execution cycle.

Post a View Comment

Posts a comment to a view.

Map or Select

Select or map the view to which you want to post the comment.

Select By

Select the option to post the comments:

  • Workspace

  • Space

  • Folder

  • List

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

View

Select the view to which you want to post the comment.

View ID

Enter the View ID to post the comment.

Comment Text

Enter the comment.

Notify All

Select if you want to notify the members about the comment.

Post List Comment

Posts a comment to all list.

Map or Select Select or map the list to which you want to post the comment.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder.
List Select the list.
List ID Enter the List ID to which you want to post the comment.
Assignee Select the assignee to whom you want to assign this comment.
Assignee User ID Enter the Assignee User ID to whom you want to assign this comment.
Comment Text Enter the comment you want to post.
Notify All Select if you want to notify the members about the comment.

Post a Task comment

Posts a comment to a task.

Map or Select Select or map the task to which you want to post the comment.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder.
List Select the list.
Task ID Enter the Task ID to which you want to post the comment.
Assignee Select the assignee to whom you want to assign this comment.
Assignee User ID Enter the Assignee User ID to whom you want to assign this comment.
Comment Text Enter the comment you want to post.
Notify All Select if you want to notify the members about the comment.

Update a Comment

Updates a list or task comment.

Map or Select

Select or map the view to post the comment.

Comment In

Select the comment you want to update:

  • Task

  • List

Comment ID

Enter the comment ID you want to update.

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task.

Task ID

Enter the Task ID whose comment you want to update.

Comment

Select the comment you want to update.

Assignee

Select the assignee for the comment.

Comment Text

Enter the comment.

Resolved

Select Yes if you want to mark this comment as resolved:

  • Yes

  • No

  • Not defined

Delete a Comment

Deletes a list or task comment.

Map or Select

Select or Map the list or task whose comment you want to delete.

Comment In

Select the comment you want to update:

  • Task

  • List

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task.

Task ID

Enter the Task ID.

Comment ID

Enter the Comment ID you want to delete.

Comment

Select the comment you want to delete.

View

List All Team Views

Retrieves all team views.

Workspace ID Select the Workspace ID whose team views you want to list.
Limit The maximum number of team views Ibexa Connect should return during one scenario execution cycle.

List All Space Views

Retrieves all space views.

Map or Select Select or map the space whose team views you want to list.
Workspace Select the workspace whose space view you want to list.
Space Select the space whose views you want to list.
Space ID Enter the Space ID whose views you want to list.
Limit The maximum number of space views Ibexa Connect should return during one scenario execution cycle.

List All Folder Views

Retrieves all folder views.

Map or Select Select or map the space whose team views you want to list.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder whose views you want to list.
Folder ID Enter the Folder ID whose views you want to list.
Limit The maximum number of folder views Ibexa Connect should return during one scenario execution cycle.

List All View Tasks

Retrieves all tasks for a specific view.

Map or Select Select or map the view whose tasks you want to list.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder.
List Select the list whose view task you want to list.
View ID Enter the View ID whose task you want to list.
View Select the view whose tasks you want to list.
Limit The maximum number of view tasks Ibexa Connect should return during one scenario execution cycle.

Get a View

Retrieves details about a specific view.

Map or Select

Select or map the view whose details you want to retrieve.

Select By

Select the option to sort the view:

  • Workspace

  • Space

  • Folder

  • List

Workspace

Select the workspace whose view details you want to retrieve.

Space

Select the space whose view details you want to retrieve.

Folder

Select the folder whose view details you want to retrieve.

List

Select the list whose view details you want to retrieve.

View

Select the view whose details you want to retrieve.

View ID

Enter the View ID whose details you want to retrieve.

Tag

List All Spaces Tags

Retrieves all tags of a specific space.

Map or Select Select or map the space whose tags you want to list.
Workspace Select the workspace.
Space Select the space whose tags you want to list.
Space ID Enter the Space ID whose tags you want to list.

Create a Space Tag

Creates a new tag for a specific space.

Map or Select Select or map the space to which you want to create the tag.
Workspace Select the workspace.
Space Select the space to which you want to create the tag.
Space ID Enter the Space ID to which you want to create the tag.
Name Enter a name for the tag.
Tag Foreground Enter the tag's foreground color code.
Tag Background Enter the tag's background color code.

Add Tag to a Task

Adds tag to a task.

Map or Select Select or map the task to which you want to add a tag.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder.
List Select the list.
Task Select the task to which you want to add the tag.
Task ID Enter the Task ID to which you want to add the tag.
Tag Name Enter a name for the tag.

Remove Tag from a Task

Removes tag from a specific task.

Map or Select Select or map the space whose tag you want to remove.
Task ID Enter (map) the Task ID whose tag you want to remove.
Tag Name Enter (map) the name of the tag you want to remove.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder.
List Select the list.
Task Select the task whose tag you want to remove.
Tag Name Select the tag name you want to remove.

Edit a Space Tag

Updates a space tag.

Map or Select Select or map the space whose tag you want to update.
Workspace Select the workspace.
Space Select the space.
Space ID Enter the Space ID whose tags you want to update.
Tag Name Enter the name of the tag you want to update.
New Name Enter a new name for the tag.
Foreground Color Enter the tag's foreground color code.
Background Color Enter the tag's background color code.

Delete a Space Tag

Deletes a space tag.

Map or Select Select or map the space whose tag you want to delete.
Workspace Select teh workspace.
Space Select the space whose tag you want to delete.
Space ID Enter the Space ID whose tag you want to delete.
Tag Name Enter the tag name you want to delete.

Checklist

Create a Checklist

Adds a new checklist to a specific task.

Map or Select Select or map the task to which you want to create the checklist.
Workspace Select or map the workspace whose task checklist you want to create.
Space Select or map the space whose task checklist you want to create.
Folder Select or map the folder whose task checklist you want to create.
List Select or map the list whose task checklist you want to create.
Task Select or map the task whose checklist you want to create.
Task ID Enter (map) the Task ID whose checklist you want to create.
Name Enter the checklist name.

Create a Checklist Item

Creates an item in a checklist.

Map or Select Select or map the task for which you want to create the checkist item.
Workspace Select or map the workspace.
Space Select or map the space.
Folder Select or map the folder.
List Select or map the list.
Task Select or map the task.
Checklist Select the checklist in which you want to create the item.
Checklist ID Select or map the Checklist ID.
Assignee Select or map the assignee for the checklist item.
Assignee User ID Enter (map) the Assignee User ID to whom the task is assigned.
Name Enter (map) the checklist item name.

Edit a Checklist

Updates checklist name and/or position.

Map or Select Select or map the task whose checklist you want to update.
Workspace Select or map the workspace whose checklist you want to update.
Space Select or map the space whose checklist you want to update.
Folder Select or map the folder whose checklist you want to update.
List Select or map the list whose checklist you want to update.
Task Select or map the task whose checklist you want to update.
Checklist ID Select or map the Checklist ID you want to update.
Name Enter (map) a new name for the checklist.

Edit a Checklist Item

Updates a checklist item.

Map or Select Select or map the task whose checklist item details you want to update.
Workspace Select or map the workspace.
Space Select or map the space.
Folder Select or map the folder.
List Select or map the list.
Task Select or map the task whose checklist item you want to update.
Checklist Select or map the checklist whose checklist item you want to update.
Checklist ID Select or map the Checklist ID whose checklist item you want to update.
Checklist Item ID Select or map the Checklist Item ID whose details you want to update.
Assignee User ID Enter (map) the Assignee User ID to whom the checklist item is assigned.
Name Enter (map) a new name for the checklist ID item.
Resolved Select whether the checklist item is resolved.
Parent Checklist Item ID Enter (map) the Checklist Item ID that you want to nest the target checklist item underneath.

Delete a Checklist

Deletes a specific checklist.

Map or Select Select or map the task whose checklist you want to delete.
Workspace Select or map the workspace whose checklist you want to delete.
Space Select or map the space whose checklist you want to delete.
Folder Select or map the folder whose checklist you want to delete.
List Select or map the list whose checklist you want to delete.
Task Select or map the task whose checklist you want to delete.
Checklist Select or map the checklist you want to delete.
Checklist ID Select or map the Checklist ID you want to delete.

Delete a Checklist Item

Deletes a specific checklist item.

Map or Select Select or map the task whose checklist item you want to delete.
Workspace Select or map the workspace.
Space Select or map the space.
Folder Select or map the folder.
List Select or map the list.
Task Select or map the task whose checklist item you want to delete.
Checklist Select or map the checklist whose checklist item you want to delete.
Checklist ID Enter (map) the Checklist ID whose checklist item you want to delete.
Checklist Item ID Enter (map) the Checklist Item ID you want to delete.

Tracked Time 2.0

List Time Entries

Retrieves a list of time entries within a date range.

Workspace Select or map the workspace whose time entries you want to list.
Assignees Select (map) the assignees whose time entries you want to list.
Start Date Enter (map) a start date from which the time entries should be listed. See the list of supported date and time formats.
End Time Enter (map) an end date upto which the time entries should be listed. See the list of supported date and time formats.
Limit The maximum number of templates Ibexa Connect should return during one scenario execution cycle.

Get a Time Entry

Gets a specified time entry

Workspace Select or map a workspace whose time entry you want to retrieve.
Time Entry ID Enter (map) Time Entry ID whose time entry you want to retrieve.

List Time Entry's Histories

Retrieves a list of time entry's histories.

Workspace Select or map a workspace whose time entry histories you want to list.
Time Entry ID Enter (map) Time Entry ID whose time entry histories you want to list.
Limit The maximum number of templates Ibexa Connect should return during one scenario execution cycle.

Create a Time Entry

Creates a new time entry manually.

Workspace

Select or map a workspace whose time entry you want to create.

Assignees

Select (map) the assignees whose time entries you want to create.

Task ID

Enter (map) a Task ID of a task whose time entry you want to create.

Start Date

Enter (map) a start date from where the time entries should be created. See the list of supported date and time formats.

Duration (min)

Enter (map) the duration of the entry in minutes.

Billable

Select whether this time entry is billable.

Description

Enter (map) a description for the time entry.

Tags

Enter (map) the tag details.

Name

Enter a name for the tag.

Tag Background Color

Enter tag's background color code.

Tag Frontground Color

Enter tag's frontground color code.

Start/Stop a Timer

Starts or stops a timer.

Select a Method

Select the method:

  • Start a Timer

  • Stop a Timer

Workspace

Select or map a workspace whose timer you want to start/stop.

Task ID

Enter (map) a Task ID of a task whose timer you want to start.

Billable

Select whether this timer entry is billable.

Description

Enter (map) a description for the timer.

Tags

Enter (map) the tag details.

Name

Enter a name for the tag.

Tag Background Color

Enter tag's background color code.

Tag Frontground Color

Enter tag's frontground color code.

Update a Time Entry

Updates an existing time entry.

Workspace

Select or map a workspace whose time entry you want to update.

Start Date

Enter (map) a start date from where the time entries should be updated. See the list of supported date and time formats.

End Date

Enter (map) an end date upto which the time entries should be updated. See the list of supported date and time formats.

Billable

Select whether this time entry is billable.

Description

Enter (map) a description for the time entry.

Tag Action

Select a tag action:

  • Empty

  • Replace

  • Add

  • Remove

Replace

Enter (map) the tag details to replace:

Name

Enter a name for the tag.

Tag Background Color

Enter tag's background color code.

Tag Frontground Color

Enter tag's frontground color code.

Add

Enter (map) the tag details to add:

Name

Enter a name for the tag.

Tag Background Color

Enter tag's background color code.

Tag Frontground Color

Enter tag's frontground color code.

Remove

Enter (map) the tag details to remove:

Name

Enter a name for the tag.

Tag Background Color

Enter tag's background color code.

Tag Frontground Color

Enter tag's frontground color code.

Deletes a Time Entry

Deletes a time entry.

Workspace Select or map a workspace whose time entry you want to delete.
Time Entry ID Entry (map) a Time Entry ID you want to delete.

Tracked Time

List Tracked Time

Retrieves tracked time for a specific task.

Map or Select Select or map the task whose tracked time you want to list.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder.
List Select the list.
Task Select the task whose tracked time you want to list.
Task ID Enter the task whose tracked time you want to list.
Limit The maximum number of time tracked events Ibexa Connect should return during one scenario execution cycle.

Add Tracked Time

Adds time tracked to a task.

Map or Select

Select or map the task to which you want to add the time.

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task to which you want to add the time.

Task ID

Enter the task to which you want to add the time.

Time or Time Range

Select the option to enter the time:

  • Time

  • Time Range

In

Select the unit to enter the time:

  • Minutes

  • Hours

Time

Enter the time either in minutes or hours as selected above.

From

Enter the time when you started working on the task.

To

Enter the time when you ended working on the task.

Edit Time Tracked

Updates tracked time.

Map or Select

Select or map the task whose tracked time you want to update.

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task whose tracked time you want to update.

Task ID

Enter the Task ID whose tracked time you want to update.

Interval ID

Enter the Tracked Time Event ID you want to update.

Tracked Time ID

Select the Tracked Time ID you want to update.

Time or Time Range

Select the option to enter the time:

  • Time

  • Time Range

In

Select the unit to enter the time:

  • Minutes

  • Hours

Time

Enter the time either in minutes or hours as selected above.

From

Enter the time when you started working on the task.

To

Enter the time when you ended working on the task.

Delete Time Tracked

Deletes tracked time.

Map or Select Select or map the task whose tracked time you want to delete.
Workspace Select the workspace.
Space Select the space.
Folder Select the folder.
List Select the list.
Task Select the task whose tracked time you want to delete.
Task ID Enter the Task ID whose tracked time you want to delete.
Interval ID Enter the Tracked Time Event ID you want to delete.
Tracked Time ID Select the Tracked Time ID you want to delete.

Dependency

Add a Dependency

Adds a dependency to a task.

Map or Select

Select or map the task to which you want to add a dependency.

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task to which you want to add a dependency.

Task ID

Enter the Task ID to which you want to add a dependency.

Dependency

Select the dependency:

  • Waiting

  • Blocking

Map or Select Dependency

Select or map the task which has the dependency with the above task.

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task that has the dependency with the above task.

Task ID

Enter the Task ID that has the dependency with the above task..

Delete a Dependency

Removes a dependency of tasks.

Map or Select

Select or map the task whose dependency you want to delete.

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task whose dependency you want to delete.

Task ID

Enter the Task ID whose dependency you want to delete.

Dependency

Select the dependency:

  • Waiting

  • Blocking

Map or Select Dependency

Select or map the task which has the dependency on the above task.

Workspace

Select the workspace.

Space

Select the space.

Folder

Select the folder.

List

Select the list.

Task

Select the task.

Task ID

Enter the Task ID whose dependency you want to delete from the above task.

Workspace

List All Workspaces

Retrieves all workspaces.

Limit The maximum number of workspaces Ibexa Connect should return during one scenario execution cycle.

Get a Workspace

Get a specified workspace.

Workspace ID Select or map a Workspace ID to retrieve.

Other

Make an API Call

Performs an arbitrary authorized API call.

URL

Enter a path relative to https://clickup.com/api. E.g. team.

For the list of available endpoints, refer to the ClickUp API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example - List teams

Following API call returns all teams:

clickupAPICall.png

Matches of the search can be found in the module's Output under Bundle > Body > teams.

In our example, 1 team is returned:

clickupAPIOutput.png

List all Accessible Custom Fields

Retrieves all custom fields for specific list.

Map or Select Select the option to list the accessible custom fields.
List ID Enter (map) a List ID whose accessible custom fields you want to list.
Workspace Select a workspace.
Space Select a space.
Folder Select a folder.
List Select or map a list whose accessible custom fields you want to list.
Limit The maximum number of custom fields Ibexa Connect should return during one scenario execution cycle.

Invite a User to a Workspace

Invites a user to a selected workspace.

Workspace ID Select the Workspace ID to invite a user.
Email address Enter (map) the Email address of the user whom you want to invite to the workspace.
Admin Select whether you want to make this user an Admin.

How To Obtain the Assignee's ID

  1. Open the Create a Task module and establish the connection.

  2. Select the values for Workspace > Space > Folder > List to display the assignees.

  3. Select the assignee whose ID you want to view and click the Map toggle icon.

    clickupAssigneeID.gif

The selected user ID displays.

You can select multiple users, the user IDs are displayed separated by a comma in the order of their names in the Assignees field. Output** under Bundle > Body > teams.

In our example, 1 team is returned:

clickupAPIOutput.png

List all Accessible Custom Fields

Retrieves all custom fields for specific list.

Map or Select Select the option to list the accessible custom fields.
List ID Enter (map) a List ID whose accessible custom fields you want to list.
Workspace Select a workspace.
Space Select a space.
Folder Select a folder.
List Select or map a list whose accessible custom fields you want to list.
Limit The maximum number of custom fields Ibexa Connect should return during one scenario execution cycle.

Invite a User to a Workspace

Invites a user to a selected workspace.

Workspace ID Select the Workspace ID to invite a user.
Email address Enter (map) the Email address of the user whom you want to invite to the workspace.
Admin Select whether you want to make this user an Admin.

How To Obtain the Assignee's ID

  1. Open the Create a Task module and establish the connection.

  2. Select the values for Workspace > Space > Folder > List to display the assignees.

  3. Select the assignee whose ID you want to view and click the Map toggle icon.

    clickupAssigneeID.gif

The selected user ID displays.

You can select multiple users, the user IDs are displayed separated by a comma in the order of their names in the Assignees field.