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	Email	“[email protected]”	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	"[phone]”	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