ClickUp

📋 Setting up automated task creation in ClickUp

Introduction

This one-time setup per workspace allows everyone in your Aikido organization to create issues directly in ClickUp.

Following use cases are supported :

• Automated Ticket Creation: Automatically create and push tickets to specified ClickUp projects for seamless tracking of security issues.

• Manual Ticket Addition: Manually add security issue tickets to ClickUp, ensuring targeted attention for critical vulnerabilities.

Connecting the Aikido App to ClickUp

1. Navigate to Integration Settings within the Aikido app.

2. In the 'Task Trackers' section, select 'ClickUp'

3. A prompt will request authorization for ClickUp.
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4. Login into your ClickUp account

5. Grant Aikido permission to access your ClickUp workspace

   

6. Once authorized, Aikido is successfully connected to ClickUp, enhancing your task management capabilities 🚀

​Options for Task Creation in ClickUp via Aikido

There are two different options to create new tasks from Aikido into ClickUp.

1. Manually create tasks from the Aikido interface

2. Automatically create new tasks via Aikido's auto creation functionality.

1. Manual Task Creation

1. Hover over any issue in your feed and click the + in the assignee column.
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   Alternatively, you can click the triple dots in the last columns to open up the action menu. If you have grouped issues, the triple dot action menu is available on every subissue.
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2. Fill in the required details in the popup modal.
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3. The newly created task in ClickUp will be linked in the Aikido Issue Detail under the 'Tasks' tab (sidepanel).

2. Automated Task Creation

1. Go to the ClickUp Integration settings

2. Make sure to enable 'Autocreation' by clicking the toggle to On.

3. Define the criteria for automatic task creation.
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4. Aikido will then autonomously generate ClickUp tickets based on these settings 🚀

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