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User Manual

Getting Started

  • Setting up your Sunsama

Settings

  • Account Settings
  • Workspace Settings
  • Integrations Settings

Usage Guides

  • Daily Planning
    • Reflect on the past day
    • Add tasks to your day
    • Push back non-essential tasks
    • Finalize your plan
    • Share your plan
    • Evening Daily Planning
  • Daily Shutdown
  • Weekly Objectives
    • Weekly Planning
    • Weekly Review
  • Workspace View
  • Backlog
  • Archive
  • Today View
  • Focus Mode
  • Focus Bar
  • Contexts and Channels
    • Contexts
    • Channels
  • Keyboard Driven Actions
    • Command Palette
    • Keyboard Shortcuts
    • Global Add Task Keyboard Shortcut
  • Tasks
    • Daily Kanban
    • Recurring Tasks
    • Planned and actual times
    • Add via URL
    • Task management pro-tips
  • Timeboxing
    • Concepts and Principles
    • How to timebox a task to the calendar
    • Choosing your calendar
    • Auto-scheduling
    • Auto-rescheduling
    • Customizing your settings
    • FAQs and Pro-Tips
  • Email Forwarding
  • Importing Meetings
  • Email Courses

Integrations

  • Calendar Integration
  • Asana Integration
    • Installation and account management
    • Browsing and importing tasks
    • Interacting with imported tasks
    • Keep Asana in sync via Automations
    • Troubleshooting and FAQ
  • Trello Integration
    • Installation and account management
    • Browsing and importing cards
    • Interacting with imported tasks
    • Keep Trello in sync via Automations
    • Use Trello as your backlog via task export
  • Jira Integration
    • Installation and account management
    • Browsing and importing issues
    • Interacting with imported issues
  • Github Integration
    • Troubleshooting and FAQ
  • Todoist Integration
    • Installation and account management
    • Browsing and importing tasks
    • Interacting with imported tasks
    • Troubleshooting and FAQ
  • Gmail Integration
    • Installation and account management
    • Browsing and importing emails
    • Interacting with imported emails
    • Keep Gmail in sync via Automations
    • Troubleshooting and FAQ
  • Notion Integration
    • Installation and account management
    • Browsing and importing tasks
    • Interacting with imported tasks
    • Keep Notion in sync via Automations
    • Use Notion as your backlog via task export
    • Troubleshooting and FAQ
  • Outlook Integration
    • Installation and account management
    • Browsing and importing emails
    • Interacting with imported emails
    • Keep Outlook in sync via Automations
    • Troubleshooting and FAQ
  • ClickUp Integration
    • Installation and account management
    • Browsing and importing tasks
    • Interacting with imported tasks
    • Keep ClickUp in sync via Automations
  • Linear Integration
    • Installation and account management
    • Browsing and importing issues
    • Interacting with imported issues
    • Keep Linear in sync via Automations
  • Slack Integration
    • Installation and account management
    • Troubleshooting and FAQ
  • Microsoft Teams Integration
    • Installation and account management
  • Zoom Integration

Pro Tips

  • Jiu-jitsu your notifications
  • Dealing with multi-day tasks
  • Dealing with small daily tasks
  • Integrating Notion Notifications
  • Dealing with emails
  • Theme days

Billing and Plans

  • Billing overview and FAQs
  • Pricing Manifesto

Security and Privacy

  • Overview
    • Review and approval by IT and Security
    • Integrations and Privacy

FAQ and Troubleshooting

  • FAQ
  • Troubleshooting
  • Using Sunsama with Teammates

Help

  • Talking to a Person
  • Reporting Issues

ClickUp Integration

Pull in ClickUp tasks as you plan your day.

Suggest Edits

Click on the links below "What's Next" for information regarding the ClickUp integration in Sunsama:

Updated 8 months ago

What’s Next
  • ClickUp: Installation and account management
  • ClickUp: Browsing and importing tasks
  • ClickUp: Interacting with imported tasks
  • Keep ClickUp in sync via Automations