ClickUp

Before you start

A ClickUp account that is a member of the Space where tasks should be created.

Get a personal API token from ClickUp

1. Go to app.clickup.com/settings/apps — or: your avatar → Settings, then scroll the left settings list down to your personal section and click Apps.
2. Under API Token, click Generate (or Regenerate). Copy the token; it starts with pk_.

Regenerating replaces the previous token, so reconnect TestKase if you do.

Connect it in TestKase

1. Open Organization → Integrations → Project management and click Connect on the ClickUp card.
2. Paste the token and click Connect.
3. Choose a Space, then the List in it where tasks should be created — lists inside folders show as Folder / List. Click Save.

What gets created

A task in that list, created by the token's owner, with the report title as the task name and the pre-filled details as its description. The screenshot is attached to the task.

Troubleshooting

▶"List not found" when filing

The default list was deleted or moved.

Fix: ⋮ → Edit and choose another list.

▶"Your project-management tool rejected the credentials"

The token was regenerated or revoked.

Fix: Copy the current token from Settings → Apps, ⋮ → Reset, reconnect.