ClickUp Integration
Pull in ClickUp tasks as you plan your day and keep ClickUp in sync with Sunsama.
Bring your ClickUp tasks into your daily plan. Browse your spaces, folders and lists in a panel beside your task list, drag in what you’ll work on today, and update the ClickUp task without leaving Sunsama.
Installation and account management
Go to Settings > Integrations > ClickUp, or open ClickUp in the right hand panel, and click Add ClickUp account. You can connect one ClickUp account.
The same settings page has an Include your activity from this tool in your Daily Highlights? toggle. To disconnect, click Remove next to the account. If the account needs to sign in again, a Reconnect button appears beside it.
Browsing and importing tasks
Open ClickUp in the right hand panel (keyboard shortcut Shift U), or search for ClickUp in the Command Palette (⌘ K).
Selecting a ClickUp workspace
Click your avatar in the top right corner of the panel to switch to another workspace under your ClickUp account.
Browsing ClickUp spaces, folders, and lists
Click the main dropdown to see your spaces, folders and lists, laid out like ClickUp’s left hand navigation. Type in the Search… box to find one.
Using the “Home” view
Choose Home in the main dropdown to see the tasks assigned to you, grouped into Today, Overdue, Next and Unscheduled, like the Home view in ClickUp. Choose Everything to see tasks from the whole workspace.
Filtering and sorting tasks
- Assignee: click Me to show only tasks assigned to you, or click the teammates icon to pick whose tasks to show. Home already shows only your tasks, so these don’t appear there.
- Filter: under Tasks to Include, turn on Already Imported to show tasks you’ve already imported (they’re hidden by default), or Marked “Done” in Clickup to show closed tasks.
- Sort: sort by Date created, Date updated or Due date, ascending or descending. Not available in Home.
Importing tasks
When you’re ready to work on a ClickUp task, pull it into your plan:
- Drag the task from the ClickUp panel onto your task list.
- To timebox it right away, switch to calendar view (
J) and drag the task onto your calendar at the time you’ll work on it. Sunsama adds the task to that day and creates a working session on your calendar. - Click the task and choose Add to today (or hover and press
S), or pick another date.
Interacting with imported tasks
An imported ClickUp task becomes a Sunsama task linked to the original. Click the ClickUp icon on the task (or hover and press G) to open it in ClickUp.
Editing the ClickUp task from Sunsama
Click a task in the panel, or open the imported Sunsama task, to see the ClickUp task. Changes you make there are saved straight to ClickUp. You can:
- Change the status of the task and its subtasks
- Tick checklist items
- Add or remove assignees
- Change the priority, the start date and the due date
- Add or remove tags
- Edit the description and post comments
You can also see the time estimate, sprint points, watchers, attachments, and the parent, subtasks and related tasks. Time tracking is shown but done in ClickUp.
The Sunsama task works like a worksheet for the ClickUp task. Add notes, subtasks, time tracking and comments there without touching what your collaborators see in ClickUp.
Understanding synced fields
Two fields stay in sync between Sunsama and ClickUp by default:
- Due date: the ClickUp due date is linked to the Sunsama due date. Importing a task copies it over, and changing it in either app updates the other. The day the task shows on in Sunsama (its start date) is the day you planned it, and isn’t sent to ClickUp. The ClickUp start date is not synced.
- Completion: completing the task in Sunsama closes it in ClickUp, and closing it in ClickUp completes it in Sunsama.
You can turn each of these off. See Automations.
Keep ClickUp in sync via automations
Open the ClickUp panel in the right hand sidebar and click the Automations tab to control what Sunsama does when you import or complete a ClickUp task.
Import automations
What actions should Sunsama take when you import a ClickUp task?
- Assign to me in ClickUp: adds you as an assignee on the ClickUp task.
- Show prompt to update status in ClickUp: asks you to pick a new status as soon as you import the task, for example to move it from “To do” to “In progress”.
Completion automations
What actions should Sunsama take when you complete an imported task?
- Show prompt to update status in ClickUp: asks you to pick a new status when you complete the task, for example “Done” or “In review”.
Sync automations
Which actions should be fully synced with ClickUp?
- Change due date: keeps the due date in sync in both directions.
- Mark as complete: keeps completion in sync in both directions.
The two sync automations are on by default; the others are off. Mark as complete and the completion status prompt can’t both be on: turning on one turns off the other.
Task export to ClickUp
Export a task to ClickUp
Open a list in your ClickUp panel, then drag and drop a Sunsama task into it. This removes the task from Sunsama and creates a task in that list, with the title, notes, due date, and subtasks carried over. Exporting needs a single list on screen, so the Home view and views showing a whole space or folder don’t accept drops.
Copy a task to ClickUp
Hold ⌘ (Mac) or Ctrl (Windows) while you drag to copy the task instead. The task stays in Sunsama, linked to the new ClickUp task, and the ClickUp task has a link back to it.
To undo an export, press ⌘ Z (Mac) or Ctrl Z (Windows) within a minute. The first time you export, Sunsama also shows an Undo button.
Sunny and Autoplan
Sunny can read your ClickUp tasks when you ask about them, for example “what’s due in ClickUp this week?”. Autoplan also looks at ClickUp when it drafts your day. To stop Autoplan from using ClickUp, open Integrations on the daily planning screen and turn ClickUp off.
Troubleshooting
I can’t find my Sprint tasks
ClickUp Sprint tasks show only when you open their folder or sprint list, not at space level. Find them in the Home view, or add them by URL.
Best practices
- Pull in only the few ClickUp tasks you’ll actually work on today.
- For a large ClickUp task, add subtasks to the Sunsama task to track progress across days.
- Keep both sync automations on so dates and completion match in both apps.