# ClickUp

> For AI agents: the complete documentation index is at https://buddy.works/llms.txt

Learn how to integrate ClickUp with Buddy to create and update tasks from pipelines and to run pipelines when a task is created or changes status.

## What is ClickUp?

ClickUp is a **project management** platform used by teams to plan work, track tasks, and collaborate in one place.

The ClickUp integration supports two types of workflows:

- **Pipelines update ClickUp** - the [Create ClickUp Task](https://buddy.works/docs/actions/clickup.md#create-clickup-task) and [Update ClickUp Task](https://buddy.works/docs/actions/clickup.md#update-clickup-task) actions open a task when a run fails, move it to another status after a deployment, or attach reports and comments.
- **ClickUp starts pipelines** - the [ClickUp trigger](https://buddy.works/docs/pipelines/introduction/triggering-pipelines/on-clickup-event.md) runs a pipeline when a task is created, changes status, or receives a comment.

![Pipeline that deploys a preview in a sandbox, tests it with Playwright, and reports back to the ClickUp task](https://buddy.works/docs/integrations/clickup/clickup-1.png)

## Setting up the ClickUp integration

1. Navigate to the Integrations tab and click **New integration**.

2. Search for and select **ClickUp** in the Others category:

![ClickUp integration selection](https://buddy.works/docs/integrations/clickup/clickup-2.png)

3. The configuration window will show up:

![ClickUp integration configuration](https://buddy.works/docs/integrations/clickup/clickup-3.png)

Configure the following fields:
- Integration name, e.g. `My ClickUp integration`
- [Personal token](#obtaining-a-clickup-personal-token)
- **Workspace ID** - optional. By default, the integration uses the first workspace available to the token. If you have access to more than one, enter the ID of the workspace - the number in the ClickUp app URL, e.g. `1234567` in `app.clickup.com/1234567/home`

> **Info**
>
> You can adjust the privacy settings of your integration (i.e. who can use it and where) in the Permissions tab.

4. Once done, click **Add a new integration** to add it to your workspace.

### Obtaining a ClickUp personal token

1. In ClickUp, click your profile avatar in the top menu and select **Settings**. Then click **ClickUp API** in the Integrations & ClickApps section of the left menu. You can also click **Generate token** in the integration configuration window in Buddy to open the same page.

2. Click **Create token**:

![API tokens page in ClickUp](https://buddy.works/docs/integrations/clickup/clickup-4.png)

3. Enter a description of the token, select its **Expiration**, and click **Create token**. ClickUp asks for your password before the token is created:

![Creating API token in ClickUp](https://buddy.works/docs/integrations/clickup/clickup-5.png)

4. Copy the token to the **Personal token** field in Buddy. ClickUp personal tokens start with `pk_`:

![Personal token in ClickUp](https://buddy.works/docs/integrations/clickup/clickup-6.png)

> **Warning**
>
> Copy the token before leaving the page. ClickUp does not display it again. If the token expires, generate a new token and update the integration in Buddy.

> **Warning**
>
> The integration acts on behalf of the owner of the token. Tasks created by pipelines and comments added to them are authored by that person, and the integration can only reach the spaces and lists that person has access to.

> **Info**
>
> ClickUp applies API rate limits per token. Pipelines that use the integration share this limit with other applications using the same token. For workloads with many concurrent ClickUp actions, consider using a dedicated token for Buddy. See the ClickUp API documentation for current rate limits.

Once the integration is set up, both ClickUp actions are available in the **Chat & Notifications** category of the action roster.

## See also

- [ClickUp actions](https://buddy.works/docs/actions/clickup.md)
- [On ClickUp event](https://buddy.works/docs/pipelines/introduction/triggering-pipelines/on-clickup-event.md)
- [Notification Actions](https://buddy.works/docs/actions/notifications.md)


---
Original source: https://buddy.works/docs/integrations/clickup