ClickUp
ClickUp is a cloud-based productivity platform that offers task management, time tracking, and collaboration tools for teams and individuals.
Last updated
ClickUp is a cloud-based productivity platform that offers task management, time tracking, and collaboration tools for teams and individuals.
Last updated
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.
Native
Name
“Task Name”
Unmodified
Native
Description
“Some Description”
Unmodified
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Task ID
“861mtbuq3”
Unmodified
Native
Custom Task ID
“#12345#
Unmodified
Native
Status
“To-Do”
Unmodified
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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
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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
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.”
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Custom
Website
“https://docsautomator.co/”
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Files can be printed as images if the placeholder follows DocsAutomator’s convention:
