ClickUp
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.
If you do not see the Settings page you're looking for, you likely don't have the proper permissions and need to contact your admin.
Entity descriptor
If you need to override the automatic discovery, you can define the following block in your Cortex entity 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
Specify a List for Initiative Task Creation
You can also specify a list to store all Cortex-created initiative tasks. If the Use list defined in entity YAML
is checked off in the initiative issue creation form it will automatically create this entity's tasks in this list.
If the list is not specified in the YAML and the Use list defined in entity YAML
option is checked off in the initiative issue creation form, we will attempt to create a list in the mapped space or folder above.
Specify List By ID
x-cortex-issues:
clickup:
initiativesList:
id: 12345
Specify List By Name:
x-cortex-issues:
clickup:
initiativesList:
name: Cortex Initiative Issues