Xnavi AI
Integration
ClickUp

ClickUp

Welcome to Quash’s ClickUp Integration Guide! This document aims to help you seamlessly integrate ClickUp with our services, improving task management and collaboration within your team.

Follow the steps below to integrate ClickUp into your workflow and, if needed, disconnect it.


Connecting ClickUp with Quash

Integrating ClickUp allows you to sync tasks and projects between ClickUp and our platform, ensuring seamless collaboration. Here's how to set it up:

Step 1: Access Settings

  • Navigate to Your Profile: Click on your profile icon, typically found in the top right corner of the screen.
  • Go to Settings: Select the "Settings" option from the dropdown menu.

Step 2: Integrations Page

  • Find Integrations: Within the Settings menu, locate the "Integrations" tab or section.
  • Select ClickUp: Click on the option to integrate with ClickUp.

Step 3: Integrate ClickUp

  • Initiate Integration: Click the "Integrate ClickUp" button. You may need to provide your ClickUp API token.
  • Choose Workspace/Folder/Space: Select the workspace, folder, or space within ClickUp that you want to integrate with our service.
  • Configure Options: Configure with Save configuration to save the selected fields.

Step 4: Complete Integration

  • Integration Success: Once configured, the integration process completes. You'll be redirected back to the integrations page on our platform.
  • Verify Sync: Ensure that tasks from your selected ClickUp workspace are syncing properly with our platform.
  • Additional Configuration: Depending on your project needs, you may want to set up notifications or other advanced features within ClickUp.

Congratulations! ClickUp is now integrated with our service, facilitating efficient task management and collaboration.

Disconnecting the ClickUp Integration

If you wish to discontinue the integration between Quash and ClickUp, follow these steps:

Disconnecting Steps

  • Access Integration Settings: Navigate to the page where you initially set up the ClickUp integration.
  • Click “Disconnect”: Locate the option to disconnect the integration and confirm your decision.
  • Integration Discontinued: Once disconnected, the syncing of tasks between Quash and ClickUp will cease.

By following these steps, you can manage the integration of ClickUp with our platform according to your team's needs and preferences. If you encounter any issues or have further questions, please consult our support team for assistance.


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