ClickUp
Push tasks to ClickUp, pull them back, and land client feedback in the exact list your team works from.
Client feedback captured in Atarim becomes a ClickUp task in the list your team already works from, and status changes made in ClickUp flow back. ClickUp has more levels than most tools and the integration follows all of them — so setup asks for four choices rather than one.
ClickUp needs four choices, following its own hierarchy.
The ClickUp integration pushes tasks from Atarim into ClickUp and keeps them in step afterwards. Client feedback captured in Atarim becomes a ClickUp task in the list your team already works from, and status changes made in ClickUp flow back to Atarim.
ClickUp has more levels than most tools, and the integration follows all of them — so setup asks for four choices rather than one.
Connect ClickUp
Choose the Destination
Four selectors narrow down exactly where tasks land, each one populated by the choice above it.
| Selector | What it picks |
|---|---|
| Teams | The ClickUp team the work belongs to. |
| Workspaces | The workspace within that team. |
| Folder | The folder within that workspace. |
| Task List | The list tasks are actually created in. |
What Gets Pushed
Each task pushed to ClickUp carries its details across, so the ClickUp task is useful on arrival rather than a bare title. After the initial push, changes made on the Atarim dashboard continue syncing to ClickUp.
Coming the other way, status changes made in ClickUp are reflected in Atarim — so a developer moving a task on in ClickUp does not leave the Atarim task stale.
Using ClickUp in a Workflow
The setup above pushes everything automatically. If you would rather be selective, ClickUp is also available as an action inside Workflows, so only tasks meeting your conditions get pushed.
Setup at a Glance
| Step | Where it happens | What it needs |
|---|---|---|
| Switch ClickUp on | Atarim → Integrations | A plan that includes it, and permission to manage integrations. |
| Authorise Atarim | ClickUp | Enough access in ClickUp to approve an app. |
| Choose Teams | Atarim | A live connection. |
| Choose Workspaces | Atarim | A team selected. |
| Turn on automatic syncing | Atarim | A workspace selected. |
| Choose Folder | Atarim | A folder existing in that workspace. |
| Choose Task List | Atarim | A list existing in that folder. |
| Save | Atarim | All four levels chosen. |
Benefits
| Benefit | In practice |
|---|---|
| Feedback reaches the right list | Four levels of targeting mean tasks land where they belong, not in a general inbox. |
| Status stays aligned | Dashboard changes push out, and status changes made in ClickUp come back. |
| Context travels with the task | ClickUp tasks arrive with the detail behind the request. |
| No manual copying | Nobody transcribes requests between systems. |
| Clients stay in Atarim | They never need a ClickUp seat for their feedback to be tracked. |
FAQs
Why are there four selectors?
They follow ClickUp’s own structure — team, workspace, folder and list — so tasks land in a specific list rather than somewhere general.
Does sync work in both directions?
Atarim pushes tasks to ClickUp and keeps sending changes made on the dashboard. ClickUp also sends changes back — status updates in particular. Treat Atarim as the source of truth for task content, and expect status to stay aligned both ways.
Do I need to create the folder and list first?
Yes. Atarim can only choose from what already exists in your connected ClickUp account.
Why is a dropdown empty?
Either the level above has not been chosen, or nothing exists at that level in ClickUp. The panel tells you which.
Can I send only some tasks to ClickUp?
Yes. Use the ClickUp action inside a workflow instead of automatic syncing, so only tasks meeting your conditions are pushed.
Do clients need a ClickUp account?
No. Clients work in Atarim; syncing happens between your two accounts.
Can I change the destination later?
Yes. Change the selectors and select Save again.
Common issues
- A selector is greyed out — the level above has not been chosen. Work down Teams, Workspaces, Folder, Task List in order.
- A list is empty and prompts you to create something — that level does not exist yet in ClickUp. Create the folder or list there, then reopen the selector.
- The ClickUp option is locked — your plan does not include native integrations. The lock names the minimum plan required.
- Integrations is not in your settings sidebar — your role does not have access. Ask an Administrator.
- Tasks are not reaching ClickUp — confirm all four levels are chosen, automatic syncing is on, and you selected Save.
- Tasks landed in the wrong list — the saved destination points elsewhere. Change the selectors and save again.
- Tasks are being created twice — automatic syncing and a workflow are both pushing. Use one or the other.
- You cannot authorise Atarim in ClickUp — your ClickUp account may not have permission to approve apps. Ask a ClickUp admin.
Conclusion
ClickUp asks for more setup than most integrations because it targets more precisely. Connect the account, then work down Teams, Workspaces, Folder and Task List in order, and save.
The detail worth getting right is the destination list. Syncing runs continuously once configured, so choose somewhere your team triages deliberately.
Tips & best practices
- Create the folder and list in ClickUp before you start, so they are selectable.
- Work down the four selectors in order — each depends on the one above.
- Use a dedicated list rather than an active sprint list.
- Select Save once all four levels are chosen.
- Choose either automatic syncing or a workflow, not both.
- Reconnect rather than reinstall if the selectors stop loading.