ClickUp
ClickUp is a cloud-based productivity platform that offers task management, time tracking, and collaboration tools for teams and individuals.
DocsAutomator integrates natively with ClickUp and allows for seamless document creation from your ClickUp tasks. Letβs find out how π
New to DocsAutomator? The fastest way to get started with ClickUp is our quick start guide: Quickstart Guide Come back here for more in-depth features.
Printed PDFs will be added as attachments to your tasks. Currently, new PDFs are added and there is no option yet to overwrite previous attachments (currently a limitation of ClickUp unfortunately).
Only one team / workspace is allowed currently. If multiple workspaces are selected when connecting ClickUp, only the first one is available for data mapping.
Overview of available fields and formatting
Native
Name
βTask Nameβ
Unmodified
Native
Description
βSome Descriptionβ
Unmodified
Native
Task ID
β861mtbuq3β
Unmodified
Native
Custom Task ID
β#12345#
Unmodified
Native
Status
βTo-Doβ
Unmodified
Native
Priority
βHighβ
Unmodified
Native
Start date
β05/05/2023β
Printed according to date settings in DocsAutomator
Native
Due date
β05/05/2023β
Printed according to date settings in DocsAutomator
Native
Date created
β05/05/2023β
Printed according to date settings in DocsAutomator
Native
Date updated
β05/05/2023β
Printed according to date settings in DocsAutomator
Native
Date done
β05/05/2023β
Printed according to date settings in DocsAutomator
Native
Date closed
β05/05/2023β
Printed according to date settings in DocsAutomator
Native
Assignees
βFord Prefectβ
Unmodified
Native
Created by
βFord Prefectβ
Unmodified
Custom
Checkbox
ββ β or βββ
Icon depending on state
Custom
Date
β05/05/2023β
Printed according to date settings in DocsAutomator
Custom
Dropdown
βOption Cβ
Unmodified
Custom
βford@prefect.comβ
Unmodified
Custom
Files
Image
Files can be printed as images if the placeholder follows DocsAutomatorβs convention: Adding Images
Custom
Formula
β3.33333β
Only the value is printed, currencies are currently not preserved (coming soon!)
Custom
Labels
βOne, two, threeβ
Comma-separated and in the order as given in ClickUp
Custom
Location
β155 Country Lane, Cottington, Cottingshire County, UKβ
Unmodified
Custom
Money
β$500.00β
Printed according to locale settings in DocsAutomator. Currency is taken from ClickUp.
Custom
Number
β500β
Unmodified
Custom
People
"Ford Prefect, Arthur Dentβ
Comma-separated and in the order as given in ClickUp
Custom
Phone
"+1 234 567 8β
Unmodified
Custom
Progress (Auto)
β75%β
Percent value
Custom
Progress (Manual)
β75%β
Percent value
Custom
Rating
βπππππβ
Emoji is taken from ClickUp
Custom
Relationship
NOT SUPPORTED
NOT SUPPORTED CURRENTLY (coming soon!)
Custom
Rollup
NOT SUPPORTED
NOT SUPPORTED CURRENTLY (coming soon!)
Custom
Tasks
NOT SUPPORTED
NOT SUPPORTED CURRENTLY (coming soon!)
Custom
Text
"ABCβ
Unmodified
Custom
Text Area (long text)
βLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.β
Unmodified
Custom
Website
βhttps://docsautomator.co/β
Unmodified
Last updated