ClickUp Integration

What is this feature?

We are delighted to unveil the integration of ClickUp, an exceptional project management tool, with our state-of-the-art compliance automation platform! This exciting enhancement will optimize your workflow by enabling seamless task creation from our product to ClickUp. With this new feature, you can effortlessly manage and track your compliance-related activities, fostering greater efficiency and organization in your processes.

How does it work?

A) Integrate ClickUp

1. Go to “Settings” and click on 'Integrations.' Under “Project Management,” you will find “ClickUp.” Click 'Integrate.'

   

2. Enter the 'Client ID' and 'Secret.' Click 'Submit.'

 Follow the instructions written on the left-hand side to get your Client ID and Secret.

3. Select your Workspaces. Click on 'Connect Workspaces.'

4. If the integration is successful, you will be redirected to the Scrut platform.

B) Create ClickUp Task

1. Under “Actions Dropdown,” go to any artifact (policy/evidence/test), and select 'Create ClickUp Task.'

2. Enter the task details and click on 'Create.'

3. Task should be created in ClickUp.

4. An automatic comment is also added in the Scrut platform for the same task.

If you have any questions or issues, please reach out to your assigned customer relationship manager. They'll be happy to assist you!