ClickUp

The ClickUp integration creates a task in a ClickUp list for each new feedback item, with the screenshot attached. After that it keeps the two in step:

• Statuses: resolving the feedback moves the task to a done or closed status, and closing the task in ClickUp resolves the feedback (the timeline shows "ClickUp resolved this feedback").
• Comments mirror both ways, without echoing back and forth.
• Tags you choose are added to every task the integration creates.

One feedback item maps to at most one task per integration, so sending again never makes a duplicate.

1. Connect ClickUp for the teamCopy Anchor Link

The team connects ClickUp once, under Team Settings › Integrations. Every project then uses that connection with its own list and settings.

1. In ClickUp, sign in as the account that should create the tasks. CEC uses a service account, not a person's login, so tasks and comments clearly come from CEC Feedback and survive staff changes.
2. Open Settings › Apps in ClickUp and generate the personal API token (it starts with pk_).
3. In CEC Feedback, open Team Settings › Integrations and select Connect ClickUp. Paste the token and save.

The token can do whatever its ClickUp account can, so give that account access only to the spaces CEC needs. CEC Feedback stores the token encrypted and never shows it again.

The connection card has two actions:

• Reconnect replaces the token, for example after it was regenerated in ClickUp. Your project settings stay as they are.
• Delete removes the connection. Every project using it pauses its ClickUp integration, and the dialog lists which ones.

2. Set up a projectCopy Anchor Link

Open the project's Integrations tab, turn on ClickUp, and fill in the "ClickUp integration" dialog. If the team hasn't connected ClickUp yet, the dialog offers to connect it first.

1. Workspace, Space and List: pick where tasks go. Each list loads when you've chosen the one above it. Lists inside folders show as Folder / List.
2. Resolve status type: Closed (the default) or Done. ClickUp has two status types that can mean "resolved". When feedback is resolved in CEC Feedback, its task moves to the list's first status of this type. Check the list's Manage Statuses in ClickUp if you're unsure.
3. Advanced Settings (optional):
   • Tags: tick the ClickUp tags to add to every task this integration creates. Choose a space first; the list shows that space's tags.
   • Map statuses yourself (overrides the resolve status type): by default, statuses follow ClickUp's status types and the resolve status type above. Tick this to choose instead which ClickUp status each CEC Feedback status uses, and which CEC Feedback status each ClickUp status means. A ClickUp status set to Ignored changes nothing in CEC Feedback.
   • Title prefix: added to the start of every task title, which helps when several projects share a list. It's the same setting as the project's Settings › Integrations › Prefix.
   • Send new feedback automatically: on by default. Turn it off to send feedback to ClickUp only when someone selects Send to ClickUp in the feedback's detail view.
4. Save.

When you map statuses yourself, CEC Feedback suggests a map from the list's statuses:

The list can't be changed after saving: ClickUp only reports changes for the list the integration was connected to. To send tasks to a different list, remove the integration and set it up again.

3. Sync existing feedbackCopy Anchor Link

New feedback goes to ClickUp from the moment you connect. To send feedback that was there before, select Sync existing feedback after saving, or from the integration's menu later:

• Open feedback (the default) creates a task for each open item that has no task yet;
• Open and resolved also creates tasks for resolved items, and moves them straight to the resolve status.

Feedback that already has a task is skipped, so syncing twice is safe. Large projects take a little while, because CEC Feedback sends the tasks at the pace ClickUp allows.

What a task containsCopy Anchor Link

• Title: the feedback's title, after the project's prefix.
• Description: the feedback's description, a table of details (page, browser, operating system, viewport and more), the first console errors, and two links: Open in CEC Feedback and Open on page, which opens the site with the feedback's pin showing. The reporter's email and network logs are never sent.
• Attachment: the full screenshot, with the pin and the reporter's drawings.

TroubleshootingCopy Anchor Link