ClickUp

The ClickUp integration connects your project management workflow with Quin, automatically turning meeting commitments and action items into ClickUp tasks. When someone commits to a deliverable during a meeting, Quin creates the task in ClickUp with the correct due date and assignee without you needing to switch between tools.

How to set it up

1. Go to Settings > Integrations
2. Click Add Integration
3. Select ClickUp from the list and click Connect
4. Follow the prompts to authenticate your ClickUp account
5. Choose your default workspace and/or project when prompted
6. Click Allow to grant Quin permission to create and update tasks

What to expect

After connecting ClickUp, Quin automatically creates tasks based on commitments made during meetings. All task management happens in the background while you focus on conversations and work.

Examples of what Quin creates:

• If Sarah says "I'll send the proposal by Friday," Quin creates a ClickUp task assigned to Sarah with a Friday due date
• If you tell Quin "Follow up with Alex about the design mockups," it appears as a task in your ClickUp list
• When you mark a task complete in Quin, it updates in ClickUp immediately

How it works with meetings

Quin listens for action items and commitments during meetings and creates corresponding ClickUp tasks automatically. The integration identifies who committed to the task, extracts due dates from natural language, and adds relevant context from the meeting discussion. Tasks appear in your designated ClickUp workspace or list without manual entry.

Customizing task creation

You can control how Quin creates ClickUp tasks through Guidelines. Provide instructions like "Always add marketing tasks to the Q4 Campaign list" or "Always tag all client deliverables with 'urgent' in ClickUp." Guidelines help Quin organize tasks according to your team's workflow and project structure.

Disconnecting ClickUp

If you need to disconnect ClickUp:

1. Go to Settings > Integrations
2. Find the ClickUp integration
3. Click Disconnect
4. Confirm the disconnection

Disconnecting stops all future syncing between Quin and ClickUp. Tasks already created in ClickUp remain there but won't receive further updates from Quin.

Troubleshooting

Tasks aren't being created in ClickUp

• Verify the ClickUp integration shows as "Active" in Settings > Integrations.
• Check that you've specified a default workspace or project for new tasks.
• Confirm your Guidelines include instructions to create tasks from meetings.
• Make sure you have permission to create tasks in the designated ClickUp workspace.

Tasks are going to the wrong project

• Update your default project in ClickUp.
• Use Guidelines to specify which types of tasks should go to which projects.
• Disconnect and reconnect the integration to refresh your workspace settings.

Task assignees aren't matching meeting participants

• Ensure the person mentioned in the meeting has an ClickUp account in your workspace.
• Check that names mentioned in meetings match exactly how they appear in ClickUp.
• Tasks default to unassigned if Quin can't identify the correct team member.

Completed tasks in Quin aren't marked done in ClickUp

• Allow a few minutes for the sync to complete.
• Verify you have permission to edit tasks in ClickUp.
• Try disconnecting and reconnecting the integration if delays persist.