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

# ClickUp

> Connect ClickUp as your workspace project-management tool to sync tasks with Slate Tasks and let Slate work with ClickUp tasks in Cowork.

The ClickUp integration fills the **Project management** slot in Slate. Slate syncs tasks from the ClickUp lists you choose, pushes Slate tasks to ClickUp, and lets Slate list, create, and update ClickUp tasks in [Cowork](/docs/agents/cowork/overview).

## Why connect ClickUp to Slate?

Slate turns insights into tasks. Connecting ClickUp puts those tasks where your team already tracks work, and keeps Slate's [Tasks](/docs/work/tasks) in sync with ClickUp.

## Prerequisites

* The **Admin** role in your Slate workspace. Members can view integrations but can't connect or manage them.
* A ClickUp account with access to the ClickUp Workspace you want to connect

## Setup

### Step 1: Sign in to ClickUp

1. In Slate, open **Workspace settings → Integrations**.
2. Under **Essentials**, find the **Project management** row and click **Connect**.
3. In **Connect ClickUp**, optionally enter a **Connection name**.
4. Click **Continue to ClickUp**. ClickUp opens in a new window.
5. Sign in to ClickUp and approve access.

<Note>If your workspace already has a working ClickUp sign-in, Slate skips this step and opens the Workspace picker.</Note>

### Step 2: Choose a ClickUp Workspace

1. Click **Connect** on the **Project management** row again.
2. In **Choose a ClickUp Workspace**, select the Workspace Slate works in.
3. Click **Connect Workspace**.

### Step 3: Choose lists to sync

**Configure ClickUp scope** opens automatically.

1. Check a space to show its lists.
2. Check each list you want to sync.
3. Click **Save scope**.

Tasks only sync from the lists you select. The picker shows each space's folderless lists only. To push Slate tasks to ClickUp, select exactly one list.

### Step 4: Choose how tasks sync

1. Click **Manage** on the **Project management** row.
2. Under **Task sync**, choose an option:

| Option | What happens |
| - | - |
| **Slate first (recommended)** | Tasks live in Slate. You push individual tasks to ClickUp when you want. Only ClickUp tasks tagged `slate` sync into Slate. |
| **ClickUp is the default source** | Every Slate task is created in ClickUp. Everything in the selected list syncs into Slate. |

**Slate first** is the default.

## Syncing tasks with Slate Tasks

### Push a task to ClickUp

1. Open a task in **Work → Tasks**.
2. In the task panel's actions, click **Push to ClickUp**.

Slate creates the task in your selected list and tags it `slate`. Status changes map like this:

| Slate status | ClickUp status |
| - | - |
| **To do** | to do |
| **In progress** | in progress |
| **Done** or **Cancelled** | complete |
| **Blocked** | No change |

### How edits and deletes sync

* Slate syncs your edits to ClickUp as you. If your own ClickUp account isn't connected, Slate shows "Saved in Slate — not synced to ClickUp".
* Deleting a linked task in Slate leaves the ClickUp task in place. Slate doesn't import that task again.
* Deleting a task in ClickUp cancels it in Slate.
* The task's activity feed shows sync events such as "Pushed to ClickUp", "Imported from ClickUp", and "Updated from ClickUp".

## Using ClickUp in Cowork

Ask Slate to work with your ClickUp tasks:

```
List my open ClickUp tasks due this week and comment on the overdue ones with a status update.
```

| Action | Approval |
| - | - |
| List synced tasks, read comments, look up members | Runs automatically |
| Create a task, comment, or reply to a comment | Runs automatically |
| Change a task's status, assignees, dates, or tags | Asks for your approval first |

Comments Slate posts end with "— via Slate".

Slate writes to ClickUp as you, so each person needs their own ClickUp account connected. If yours isn't, Cowork pauses and shows **Connect ClickUp**. After you connect, the run resumes. Scheduled runs can't write to ClickUp.

To review what Slate changed, click **Agent activity** on the **Essentials** card.

## Managing the connection

Click **Manage** on the **Project management** row to see:

* **Workspace** — the ID of the connected ClickUp Workspace.
* **Scope** — how many lists are selected, or "No lists selected".
* **Sync** and **Webhooks** — the import and live-update status, plus task counts and any error.

From the dialog you can:

* Click **Configure scope** to change the synced lists.
* Click **Connect my account** or **Disconnect my account** to manage your own ClickUp sign-in. The integration stays connected for everyone else.
* Click **Disconnect integration for the whole workspace**, then **Disconnect for everyone**, to remove ClickUp from the workspace.

## Troubleshooting

| Issue | Cause | Solution |
| - | - | - |
| **Project management** still shows **Connect** after you sign in | The Workspace isn't chosen yet | Click **Connect** again and complete Step 2 |
| "No ClickUp Workspaces found for this connection." | The ClickUp sign-in returned no Workspaces | Sign in with a ClickUp account that has access to the Workspace |
| "No folderless lists in this space." | The space has no lists outside folders | Pick another space, or select a folderless list |
| "Pick at least one list under Configure scope" | No lists are selected | Click **Configure scope** and select a list |
| "Couldn't push to ClickUp" | More or fewer than one list is selected, or your account isn't connected | Select exactly one list and connect your account |
| "Saved in Slate — not synced to ClickUp" | Your own ClickUp account isn't connected | Click **Connect my account** in **Manage**, or **Connect ClickUp** in Cowork |
| A ClickUp task doesn't appear in Slate | **Slate first** only imports tasks tagged `slate` | Tag the task `slate` and check that it's in a selected list |

## What's next

* [Tasks](/docs/work/tasks) — track work in Slate
* [Cowork](/docs/agents/cowork/overview) — ask Slate to plan and run work
* [HubSpot](/docs/integrations/hubspot) — connect your CRM


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.