Key Features of ClickUp Integration With FeedbackChimp

• Save Time: Push new feedback posts from FeedbackChimp directly into ClickUp as tasks.
• Streamline Workflows: Set rules to automatically sync updates between ClickUp and FeedbackChimp, such as marking a task as completed in ClickUp and updating the status of the related feedback in FeedbackChimp.

Setting up the ClickUp Integration

1. From your FeedbackChimp dashboard, go to Settings and select Integrations.
2. From the Project Management Tools section, find ClickUp in the list of available integrations and click on it.
3. On the next page, click Connect ClickUp.
4. Choose the ClickUp workspace you’d like to integrate with FeedbackChimp.
5. Allow FeedbackChimp to connect with your ClickUp account by granting the necessary permissions.

Managing the ClickUp Integration

1. Auto Push New Feedback Posts to ClickUp: Automatically add feedback posts from FeedbackChimp to your ClickUp task lists.
2. Sync Task Completion Updates With ClickUp: Ensure feedback statuses remain synchronized between both platforms.
3. Create New Tasks in ClickUp From FeedbackChimp Posts: Convert specific feedback posts into ClickUp tasks directly from FeedbackChimp.
4. Link Feedbackchimp posts with ClickUp tasks: Push tasks from Feedbackchimp to ClickUp and keep them linked.

Auto Push New Feedback Posts to ClickUp

1. Click on the + Add new auto push button in the ClickUp integration settings.
2. Select the FeedbackChimp Board and the ClickUp Team, Space, Folder and List where you want the tasks to appear.
3. New feedback posts in the selected board will automatically create tasks in the specified ClickUp list.

Sync Task Completion Updates With ClickUp

1. Click the + Create new rule button to set up sync rules.
2. For example, you can configure a rule that updates a FeedbackChimp post’s status to “Completed” when the linked ClickUp task is marked as done.
3. Optionally, choose whether to notify voters of the update.

Create New Tasks in ClickUp From FeedbackChimp Posts

1. Navigate to the Feedback tab in your dashboard.
2. Open the post you want to turn into a ClickUp task and click the Edit icon.
3. In the post editor, find ClickUp Tasks in the right-hand sidebar and click Create new task.
4. Select the ClickUp List where you want to add the task, name the task, and include any additional details. Once saved, the task will appear in ClickUp, linked to the feedback post.

Link FeedbackChimp Posts to ClickUp Tasks

1. Go to ClickUp and open a task. Copy the Task ID from the top bar
2. Head over to FeedbackChimp and navigate to the Feedback tab.
3. Click the Edit icon next to the post.
4. In the post editor, find ClickUp Tasks in the right-hand sidebar and click Link Issue.
5. Paste the ClickUp task ID you want to link the post to.
6. The post on FeedbackChimp will now be linked to the selected task on ClickUp.

How to Remove the ClickUp Integration

1. Go to Settings > Integrations in FeedbackChimp.
2. Find ClickUp in the list of integrations.
3. Click the Uninstall button.

Key Benefits of ClickUp Integration

• Centralized Feedback Management: Convert user feedback into actionable tasks in ClickUp to keep your team organized.
• Enhanced Collaboration: Manage feedback tasks within your ClickUp workspace, ensuring clear communication and alignment among team members.
• Improved Task Tracking: Assign tasks to team members directly, ensuring accountability and progress tracking.

Related Articles

• Integrate FeedbackChimp With Other Tools
• Creating a Post in FeedbackChimp
• Creating Custom Post Statuses