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. Let’s find out how 🙂
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
Type | Task field | Print example | Description |
---|---|---|---|
Native | Name | “Task Name” | Unmodified |
Native | Description | “Some Description” | Unmodified |
Native | Task ID | “861mtbuq3” | Unmodified |
Native | Custom Task ID | “#12345# | Unmodified |
Native | Status | “To-Do” | Unmodified |
Native | Priority | “High” | Unmodified |
Native | Start date | “05/05/2023” | Printed according to date settings in DocsAutomator |
Native | Due date | “05/05/2023” | Printed according to date settings in DocsAutomator |
Native | Date created | “05/05/2023” | Printed according to date settings in DocsAutomator |
Native | Date updated | “05/05/2023” | Printed according to date settings in DocsAutomator |
Native | Date done | “05/05/2023” | Printed according to date settings in DocsAutomator |
Native | Date closed | “05/05/2023” | Printed according to date settings in DocsAutomator |
Native | Assignees | “Ford Prefect” | Unmodified |
Native | Created by | “Ford Prefect” | Unmodified |
Custom | Checkbox | “✅” or “❌” | Icon depending on state |
Custom | Date | “05/05/2023” | Printed according to date settings in DocsAutomator |
Custom | Dropdown | “Option C” | Unmodified |
Custom | “ford@prefect.com” | Unmodified | |
Custom | Files | Image | Files can be printed as images if the placeholder follows DocsAutomator’s convention: Adding Images |
Custom | Formula | “3.33333” | Only the value is printed, currencies are currently not preserved (coming soon!) |
Custom | Labels | “One, two, three” | Comma-separated and in the order as given in ClickUp |
Custom | Location | “155 Country Lane, Cottington, Cottingshire County, UK” | Unmodified |
Custom | Money | “$500.00” | Printed according to locale settings in DocsAutomator. Currency is taken from ClickUp. |
Custom | Number | “500” | Unmodified |
Custom | People | "Ford Prefect, Arthur Dent” | Comma-separated and in the order as given in ClickUp |
Custom | Phone | "+1 234 567 8” | Unmodified |
Custom | Progress (Auto) | “75%” | Percent value |
Custom | Progress (Manual) | “75%” | Percent value |
Custom | Rating | “😍😍😍😍😍” | 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 | "ABC” | Unmodified |
Custom | Text Area (long text) | “Lorem 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.” | Unmodified |
Custom | Website | “https://docsautomator.co/” | Unmodified |
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