ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts, and a task toolbar. It aims to simplify work and get more done.
Momentum's ClickUp integration syncs your ClickUp tasks across different hierarchies to Momentum's Todo. The changes you make to your ClickUp tasks within Momentum's Todo appear on ClickUp account and vice versa.
In this help article, you will learn...
- How to connect to and access Momentum's ClickUp integration
- How to connect your ClickUp Spaces
- How to add, edit and delete your ClickUp tasks
- How to switch between your ClickUp Spaces, Folders, and Lists
- How to use task filters
- How to use the 'View in ClickUp' options
- What to do if you're having problems connecting to the ClickUp integration
Connecting to and accessing ClickUp integration
In order to use Momentum's ClickUp integration, you'll need a ClickUp account and a ClickUp Workspace. If you don't already have a ClickUp account, you can create one from ClickUp's sign-up page with their Free forever plan.To connect to Momentum's ClickUp integration, visit the Todo section of Momentum's Settings ⚙️, click + Add Integration button, select ClickUp, click Connect, and then log in to/authorize your ClickUp account. Once logged in, select the Workspace(s) that you'd like to connect to, and you'll be able to access ClickUp Tasks in Momentum's Todo.

- Click the Settings ⚙️ icon at the bottom left corner of Momentum.
- Click Todo on the left side of Momentum's Settings ⚙️menu.
- Scroll down to the Integrations section of the Todo Settings ⚙️, and then click the + Add Integration button.
- Select ClickUp and then click Connect. A secure window will open for you to log in to/authorize your ClickUp account.
- Log in to your existing ClickUp account's Email Address & Password
- Choose the Workspace(s) that you'd like to connect to
- Click Todo at the bottom right corner of Momentum to access your ClickUp projects and tasks within Momentum.
Configuring ClickUp Spaces
To configure your ClickUp Spaces, visit the Todo section of Momentum's Settings ⚙️, scroll down to the Integrations section of the Todo Settings ⚙️, and then click the Configure button, then select the Space(s) that you'd like to integrate with Momentum.
- Click the Settings ⚙️icon at the bottom left corner of Momentum.
- Click Todo on the left side of Momentum's Settings ⚙️menu.
- Scroll down to the Integrations section of the Todo Settings ⚙️, and then click the Configure button.
- Select the Space(s) that you'd like to integrate with Momentum.

If your ClickUp tasks aren't displaying after connecting, click Todo at the bottom right corner of Momentum to open the Todo menu, click ••• at the top right corner of the Todo menu, click the Switch to... option and then select ClickUp.

Adding, editing, and deleting your ClickUp Tasks
You can add, edit, and delete your ClickUp tasks in the same way that you would your Momentum to-do items.Adding a new task
To add a new task, click New Task at the bottom left of the Todo menu, type in your task, and then press the enter/return ↵ key on your keyboard.

Editing a task
To edit a task, hover your mouse cursor over a task, click ••• that appears to the right of it, and then select the Edit option from the drop-down.
Deleting a task
To delete a task, hover your mouse cursor over a task, click ••• that appears to the right of it, and then select the Delete option from the drop-down.
Switching between your ClickUp Spaces, Folders, Lists
Switching between Spaces
To switch between your ClickUp Spaces, click the ••• at the top right corner of the Todo Menu, click 'Switch to', and select a Space.

Switching between Folders and Lists
To switch between your ClickUp Folders, click the down arrow key next to the Folder/List name, then select the Folder and List that you want to open.

ClickUp Task filters
Momentum's ClickUp integration allows you to use filters to drill down the information you need. Use filters to see tasks assigned to you, the subtasks, and closed tasks
All of these filters can be found by clicking the ••• at the top right corner of the Todo menu.
Assigned to me
The Assigned to me filter displays tasks that are assigned to you. To enable this filter, click the ••• at the top right corner of the Todo menu and then select the Assigned to me option. Clicking the Assigned to me option again will disable it.

Show subtasks
The Show subtasks filter displays the subtasks that are linked to a Parent task. To enable this filter, click the ••• at the top right corner of the Todo menu and then select the Show subtasks option. Clicking the Show subtasks option again will disable it.
Show all Closed tasks
The Show all closed tasks filter displays your completed tasks alongside your uncompleted ones. To enable this filter, click the ••• at the top right corner of the Todo menu and click the Show all closed tasks option. Clicking the Show all closed tasks option again will disable it.
Viewing in ClickUp
The View in ClickUp options redirect you to your ClickUp Workspace, so you can manage your tasks from different Views and levels of ClickUp's Hierarchy.Viewing a List in ClickUp
To view a List in ClickUp, click the ••• at the top right corner of the Todo menu and then select the View in ClickUp option.
Viewing a task in ClickUp
To view a single task in ClickUp, hover your mouse cursor over the task, click the ••• that appears to the right, and then select the View in ClickUp option.
Having problems connecting to this integration?
If you've connected to the wrong ClickUp account, or are stuck setting up the ClickUp integration, reset your connection by signing out of your ClickUp account (and/or Google account) and then reconnect to Momentum's ClickUp integration.
- Visit ClickUp's website
- Click on your avatar (or initials) at the bottom left corner.
- Select Log Out from the dropdown menu.
- Visit your Google Account or Gmail page.
- Click your avatar (or initials) at the top right corner.
- Select the Sign out option.
- Return to your Momentum page.
- Click the Settings ⚙️ icon at the bottom left corner of Momentum.
- Click Todo on the left side of the Settings ⚙️ menu.
- Hover your mouse cursor over the ClickUp option in the Integrations section and then click Disconnect.
- Click the Settings ⚙️ icon at the bottom left corner of Momentum.
- Click Todo on the left side of Momentum's Settings ⚙️ menu.
- Scroll down to the Integrations section of the Todo Settings ⚙️, and then click the + Add Integration button.
- Select ClickUp and then click Connect. A secure window will open for you to log in to/authorize your ClickUp account.
- Log in to your existing ClickUp account's Email Address & Password
- Choose the Workspace(s) that you'd like to connect to
- Click Todo at the bottom right corner of Momentum to access your ClickUp projects and tasks within Momentum.
Still having problems?