ClickUp

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.

To begin, you will need:

• A ClickUp account

• A ClickUp workspace with Admin/Owner access.

Account integration using OAuth

STEP 1: Open the ClickUp dashboard.

STEP 2: Click on your profile icon in the bottom left.

STEP 3: Click on [Settings] under your workspace profile.

STEP 4: In the left side-bar, Click on [ClickUp API].

STEP 5: Click on the [+ Create an App] button in the top-right.

STEP 6: Enter the name of your app in the App Name field.

STEP 7: In iMBrace, copy the OAuth Callback URL provided in the ClickUp OAuth2 API credentials.

STEP 8: In ClickUp, paste it in the Redirect URL(s) field.

STEP 9: Click on the [Create App] button.

STEP 10: Copy the displayed client ID.

STEP 11: In iMBrace, enter a name for your credentials in the Credentials Name field in the ClickUp OAuth2 API credentials.

STEP 12: Paste the client ID in the Client ID field in the ClickUp OAuth2 API credentials.

STEP 13: Copy the client secret from ClickUp.

STEP 14: In iMBrace, paste the client secret in the Client Secret field in the ClickUp OAuth2 API credentials.

STEP 15: Click on the [connect] button in the OAuth section to connect a ClickUp account to iMBrace.

STEP 16: In iMBrace, click the [Save] button to save your credentials.

DONE: The credentials can then be used for ClickUp nodes.

Account integration using Access Token

STEP 1: Open the ClickUp dashboard.

STEP 2: Click on your profile icon in the bottom left.

STEP 3: Click on the [Apps] under your user profile.

STEP 4: Click on the [Generate] button under the API Token section.

STEP 5: Click on the [Copy] to copy the token.

STEP 6: In iMBrace, enter a name for your credentials in the Credentials Name field in the ClickUp API credentials.

STEP 7: In iMBrace, paste the token in the Access Token field in the ClickUp API credentials.

STEP 8: Click on the [Create] button to create credentials.

DONE: The credential can then be used for ClickUp nodes.