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ClickUp

Connect ClickUp to push tasks from the Finseo Tasks module directly into your ClickUp lists. Each exported task arrives with its title, the data evidence behind it, and step-by-step instructions. Once connected, ClickUp workspace members also appear in Finseo’s assignee dropdowns, marked with the ClickUp icon.

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What you can do

  • Export any Finseo task into a ClickUp list with one click.
  • Auto-export new tasks via automation rules (filtered by category and impact).
  • Assign exported tasks to ClickUp members directly from Finseo.

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Get your API token

Finseo authenticates with your personal ClickUp API token:
  1. Log in to ClickUp and click your avatar in the upper-right corner.
  2. Select Settings, then click Apps in the sidebar.
  3. Under API Token, click Generate (or Regenerate) and copy the token — it starts with pk_.
See ClickUp’s authentication docs for details.
The token acts with your ClickUp permissions. Tasks are created in your name and can only target lists you can access.

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Connect

  1. In Finseo, open Integrations → ClickUp → Connect.
  2. Paste the token and save.

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Export tasks

  • On the Tasks page, open a task and use Export → ClickUp, then pick the destination list (Space → Folder → List).
  • Optionally choose a ClickUp assignee — the member list is loaded live from your workspace.

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Automation rules

Under Tasks → Automation you can create rules that run on every newly generated task:
  1. Choose filters: category (Content, Technical, Authority, …) and minimum impact.
  2. Enable Create in PM tool → ClickUp and select the target list.
  3. Optionally set Assign in ClickUp to a member — new tasks are then created and assigned automatically.

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Troubleshooting

Make sure you copied the full personal token starting with pk_ from Settings → Apps. OAuth app client secrets do not work here.
Finseo only shows lists your ClickUp user can access. Ask a ClickUp admin to share the Space or Folder with you, then reopen the picker.