> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finseo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# ClickUp

> Export Finseo tasks into ClickUp lists and assign them to ClickUp members — manually or via automation rules.

# 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.

## 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.

## 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](https://developer.clickup.com/docs/authentication) for details.

<Note>
  The token acts with your ClickUp permissions. Tasks are created in your name and can only target lists you can access.
</Note>

## Connect

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

## 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.

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The token is rejected">
    Make sure you copied the full personal token starting with `pk_` from Settings → Apps. OAuth app client secrets do not work here.
  </Accordion>

  <Accordion title="A list is missing in the picker">
    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.
  </Accordion>
</AccordionGroup>