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.

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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.

1. Click the Settings ⚙️ icon at the bottom left corner of Momentum.
2. Click Todo on the left side of Momentum's Settings ⚙️menu.
3. Scroll down to the Integrations section of the Todo Settings ⚙️, and then click the + Add Integration button.
4. Select ClickUp and then click Connect. A secure window will open for you to log in to/authorize your ClickUp account.
5. Log in to your existing ClickUp account's Email Address & Password
6. Choose the Workspace(s) that you'd like to connect to
7. 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.

1. Click the Settings ⚙️icon at the bottom left corner of Momentum.
2. Click Todo on the left side of Momentum's Settings ⚙️menu.
3. Scroll down to the Integrations section of the Todo Settings ⚙️, and then click the Configure button.
4. Select the Space(s) that you'd like to integrate with Momentum.

If you want to disconnect a Space, you can follow the same process—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 click on Disconnect next to the Space(s) that you'd like to remove.
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. Pro tip: You can also hold down Shift and then press the ← or → arrow keys on your keyboard while the Todo menu is open, to quickly switch between your ClickUp integration and any other Todo integrations/sources that you're connected to.

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.

Pro tip: You can also press the ← or → arrow keys on your keyboard while your Todo menu is open to quickly switch between your projects. 

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.