Funnel Draw / Integrations / ClickUp
Funnel Draw + ClickUp
Connect a ClickUp list and every task in this workspace becomes a task there, with the status that matches its own. Change its status, close it or rename it in ClickUp and the task follows here.
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How it works
- Both ways, on its own A task ticked, moved or renamed here changes its task in ClickUp, and the other way round. Nobody copies anything.
- Your statuses, their statuses Each status on the Tasks page goes to the status you pick, so the board looks the way your team already works.
- New tasks land in a funnel A task your team adds in ClickUp becomes a task on the funnel you choose, in its checklist.
Set it up
Connect ClickUp
Press Connect ClickUp and allow Funnel Draw on ClickUp's page. Only the workspace's owner or an admin can connect.
Pick the list
Choose the list your tasks go to. Every task in this workspace is added there.
Match statuses to statuses
Each status on the Tasks page gets a status. We suggest a match from the names; change any of them.
Pick the funnel for new tasks
A task made in ClickUp is added to this funnel's checklist.
Work where you like
Changes go across in a few seconds. If ClickUp can't reach us, everything still catches up within 5 minutes.
Ideas to try
When the launch checklist is ready, the team sees it
Every task on the funnel's checklist shows up in ClickUp with its status and due date.
When someone finishes in ClickUp, the funnel knows
Moving a task to your done status ticks the task in Funnel Draw.
Questions
What goes across?
Each task's title, its status (status), whether it's done and its due date. Subtasks, notes and who it's given to stay in Funnel Draw.
What happens when a task is deleted?
Deleted here, it's deleted in ClickUp too. Deleted in ClickUp, the task stays here and stops syncing.
Does it work on the free plan?
Yes, ClickUp's free plan works. On Funnel Draw it's a plan feature (Task tools); the trial doesn't include it.
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