ClickUp

Create and link ClickUp tasks right from the conversation

Install

About this App

Connect your ClickUp Workspace to SparrowDesk and agents can create ClickUp tasks from a conversation or link existing ones, so the team doing the work sees what the customer reported. Each linked task shows its name, status, assignee and a link to open it in ClickUp, right in the conversation.

With ClickUp connected, your team can:

  • Create a ClickUp task from a conversation, with a Space, List, description, assignees, priority, due date, tags and attachments
  • Link one or more existing ClickUp tasks to a conversation, searching by task name or task ID
  • Link the same task to more than one conversation
  • See each linked task’s name, status and assignee in the ClickUp panel
  • Open any linked task in ClickUp, or unlink it from the conversation

Good to know:

  • ClickUp doesn’t change the conversation’s status. When a task moves to Done in ClickUp, update the conversation yourself.
  • Some things stay in ClickUp. Comments, activity and custom fields in ClickUp don’t sync, and you can’t create conversations from ClickUp.
  • Unlinking removes the link only. The task stays in ClickUp.
  • Deleted tasks disappear without notice. If a task is deleted in ClickUp, it’s removed from every conversation it was linked to, and agents aren’t notified.
  • One Workspace per account. You can connect one ClickUp Workspace.
  • Disconnecting removes every link. All links between conversations and ClickUp tasks are removed for your whole account. The tasks themselves stay in ClickUp.

How to enable this integration?

You’ll need the Manage Apps permission in SparrowDesk (Admins and Account Owners have it by default) and a ClickUp account with access to the Workspace you want to connect. The ClickUp integration is available on all plans.

  1. In SparrowDesk, go to Settings → App store
  2. Find ClickUp and click Connect
  3. Sign in to ClickUp and authorize SparrowDesk
  4. Select the ClickUp Workspace to connect

Once connected, every agent can use ClickUp from a conversation. No individual setup is needed.

Key features and benefits

Create tasks without leaving the conversation. Choose a Space and List, name the task, and add a description, assignees, priority (Urgent, High, Normal or Low), due date, tags or attachments. The task is created in ClickUp and linked to the conversation.

Link tasks that already exist. Search by task name or enter task IDs, narrow the search to a List, and link several tasks to one conversation at once.

Task status in the conversation. Each linked task shows its name, status, assignee and a link to open it in ClickUp.

Attachments that go with the task. Add files up to 100 MB each, with up to 10 files per task.

Set up once for the whole team. An admin connects ClickUp, and every agent can create, link and unlink tasks with no individual setup.

Get started

Follow the step-by-step guide to connect your ClickUp Workspace.

Open ClickUp setup guide