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ClickUp

CatalogScorecards

Summary​

ClickUp is a project management tool. You can use ClickUp to drive insights into values such as:

  • Customer asks
  • Security tickets
  • Ongoing projects

Setup​

When using ClickUp, you'll need to create a Personal API Token and add it under Settings → ClickUp.

caution

If you do not see the Settings page you're looking for in the sidebar, you likely don't have the proper permissions and need to contact your admin.

Catalog descriptor​

If you need to override the automatic discovery, you can define the following block in your Cortex Catalog Descriptor.

You can map any number of ClickUp Spaces, Folders, and Tags to a Cortex entity. Folders and Spaces can be mapped by using either ID or name.

Mapping Space By ID​

x-cortex-issues:
  clickup:
    spaces:
      - identifier: 123456789
        identifierType: ID

Mapping Space by name​

x-cortex-issues:
  clickup:
    spaces:
      - identifier: my-space
        identifierType: NAME

Mapping Folder by ID​

x-cortex-issues:
  clickup:
    folders:
      - identifier: 123456789
        identifierType: ID

Mapping Folder by name​

x-cortex-issues:
  clickup:
    folders:
      - identifier: my-folder
        identifierType: NAME

Mapping by Tags​

x-cortex-issues:
  clickup:
    tags:
      - name: tag a
      - name: tag b
      - name: tag c