ClickUp

Before you can start syncing to-dos you need to complete the set up process. To set up your integration with ClickUp go to your intergration settings via your company logo > settings > integrations.

You will then see the integration options. Click the enable button next to the Clickup option.

You will then be asked to authorise the connection between Success.co and ClickUp. Click the Connect ClickUp button.

If you are using ClickUp regularly you will be automatically logged into your account. Otherwise you will be asked to login.

You will then be asked to select the workspace in ClickUp that you want to connect with. Select the appropriate workspace and click the Connect workspace button.

You will then be brought back to the integration settings in Success.co. Please choose which space you wish the to-dos to sync with from the dropdown menu. Click the refresh icon if not all your spaces are showing in the list.

Another group of settings will then appear where you can select the list you want to sync with. Again if all your lists are not showing please click the refresh icon.

Then choose your statuses to map to to-do and done in Success.co. If you have custom statuses they will appear in this list and allow you to map your choice of status.

Once you're happy with the settings click the Finished button.

You will then see the green enabled icon against the ClickUp integration showing the setup is complete.

On your to-dos you will now see a ClickUp icon when in the list view and in the right hand side bar when inside the to-do. Next to the ClickUp icon you will see the status of the sync, a link to the to-do in ClickUp and a manual re-sync button.