ClickUp Setup
Connect your ClickUp workspace to enable project management capabilities in your AI agents.
Overview
The ClickUp integration allows agents to create and manage tasks, access and edit documents, work with checklists, and browse your workspaces. Before connecting, your organization must have ClickUp integration enabled, you need a ClickUp account with workspace access, and you must have permission to authorize third-party apps.
Connecting ClickUp
Start by going to the Integrations page and finding ClickUp in the list. Click Connect to begin.
You'll be redirected to ClickUp where you sign in to your account, select which workspaces to authorize, and click Allow to grant access. After authorization, you configure which workspaces and spaces within those workspaces should be accessible to your agents, then save your configuration.
Once complete, you're redirected back to Gen8 where your connection shows as connected and your selected workspaces appear.
Workspace Configuration
You can choose to give agents access to all workspaces, specific workspaces only, or individual spaces within workspaces. For each workspace, click on it to view available spaces, toggle each space on or off according to your needs, and save your selections.
Using ClickUp in Agents
The ClickUp Tasks tool manages tasks:
User: Create a task for the marketing team
AI: [Creates ClickUp task] I've created a task "Marketing Team Task" in your Marketing list. Would you like to add details?
The ClickUp Docs tool works with documents:
User: Find our product documentation
AI: [Searches ClickUp Docs] I found the following documents: Product Overview, Feature Specifications, API Documentation
The ClickUp Checklists tool manages checklists:
User: Add a checklist to the launch task
AI: [Adds checklist] I've added a launch checklist with items: ☐ Review copy, ☐ Test links, ☐ Final approval
The ClickUp Workspace tool browses your workspace structure:
User: What lists do we have in the Marketing space?
AI: [Browses workspace] The Marketing space contains: Campaigns, Content Calendar, Social Media, Email Marketing
Security
The ClickUp integration accesses only the workspaces you authorize, including tasks, documents, and checklists within those workspaces. You can control whether agents have read-only access or full access to create and edit, and limit access to specific spaces only.
You can revoke access anytime through Gen8 by disconnecting the integration, or through ClickUp at Settings → Apps → Authorized Apps.
Troubleshooting
Connection issues: Verify your ClickUp account is active and check that you have the necessary workspace permissions. Try reconnecting if problems persist.
Workspace not showing: Refresh the page, re-authorize the connection, or verify that you're a member of the workspace you expect to see.
Permission errors: Check your ClickUp role within the workspace and verify space-level permissions. Contact your workspace admin if you need elevated access.
Best Practices
For workspace selection, only enable the workspaces you actually need, limit space access when possible, and conduct regular access reviews to ensure permissions stay appropriate.
For task management, use clear task names that describe the work, include relevant details, and assign tasks to appropriate lists for organization.
For security, prefer organization accounts when possible, conduct regular permission audits, and monitor activity for any unusual patterns.
Organization Admin Setup
To enable ClickUp integration for your organization, go to Organization Settings → Integrations, find the ClickUp integration, click Enable, and users can then connect their accounts.
Admins can view which users have connected, set default workspace access policies, and manage organization-level integration settings.