ClickUp

You can integrate your TeamRetro team with your ClickUp account to automatically publish team action items as ClickUp tasks.

Configure in TeamRetro

1. On the team —> SETTINGS —> INTEGRATIONS screen.

   

   
   

2. Click CONNECT next to ClickUp.

   

   
   

3. You will be asked to sign in to your ClickUp account.

   Click on SIGN IN TO CLICKUP.

   

   
   

4. You will be prompted by ClickUp to choose the workspace(s) TeamRetro should have permission to publish action items to.

   

   
   

5. Once you choose your workspace, click CONNECT WORKSPACE and you will be redirected back into TeamRetro to chose your desired ClickUp Workspace, Space, Folder and List to publish this team's action items into.

   

   
   

   Once you have filled in those details, click NEXT —>.

   
   

6. You will then have the option to PUBLISH TEST ACTION ITEM TO CLICKUP to see if the integration was successful.

   

   If you do, you will then have a link directly to that action item in ClickUp to see what it looks like.

   

   

7. Back in TeamRetro, click on SAVE CHANGES and if the connection was successful, you should see CONNECTED.

   

   
   

Testing Your Integration

• Back on your team —> HOME screen, click the PUBLISH icon next to an individual action item and you will see CLICKUP as an option. You can also publish all action items at once.

• After selecting, TeamRetro will display the icon on the card that will allow to open the items directly in ClickUp.