Plans 💳 : Premium, Unlimited, Unlimited+
ClickUp Plans: Business*
User Permissions 👥: Admins
Required add-ons: *Tasks (Needed for the Tasks functionality)
ClickUp is a powerhouse productivity and project management platform used by teams of many sizes to plan, design, and execute their most critical work. Pairing these features with the worlds best AI-powered automatic time tracker - Timely - is a natural fit 🤝.
With that in mind, we're so excited to announce the newest integration in our Timely Ecosystem - ClickUp!
How it works
When enabled, the ClickUp integration will automatically sync the following activities FROM your ClickUp account TO your Timely workspace:
Projects
Projects
Projects imported via the ClickUp integration will appear in Timely in the Projects dashboard. Those users who are assigned to a Project in Clickup should also be assigned to that same Project in Timely if they already exist within the workspace.
Clients
Clients
Clients imported from ClickUp can be imported to Timely alongside Projects, where available. These can be viewed and managed in the Project Dashboard area of Timely, after clicking the "Manage Clients" button.
Tasks
Tasks
Tasks created in ClickUp can be synched to Timely - and to ensure the two platforms stay in sync, any time entries logged to imported Tasks will sync back to your ClickUp account. This would include the time entry's duration and associated notes.
Users
Users
Users will be imported via the ClickUp integration if they are attached to a ClickUp project and not already present within Timely. These new users will appear in the "Unassigned Users" section of the People Dashboard - they will not be automatically invited to Timely. Workspace admins will need to review those users imported and click the "Send invite" button to ensure they are added to Timely moving forward. Subscription fees associated with additional seats/users will apply.
Get ClickUp Connected
Note: This is a workspace wide integration that only needs to be enabled once, and the user doing so must have admin level permissions in both platforms.
Log into Timely
Navigate to the Settings section by clicking the plug icon to the bottom left-hand side
Click the Ecosystem tab
Click the ClickUp icon
Click the "Connect new account" button under the "Sync Integrations" header and follow the prompts to sign into ClickUp
When promoted, select the workspace(s) you'd like to enable sync for
Click the "Connect Workspace" button to begin set up
Important - these next steps are where you will configure which objects are imported from ClickUp and how they appear in Timely.
You will want to review these options carefully as you make your selection, as once they have been configured they can't be changed without disconnecting / reconnecting the integration and re-importing those objects again - potentially causing duplicates.
8. After authenticating your ClickUp account and selecting your desired workspace, you will now be prompted to configure how you would like those objects in ClickUp to sync over to Timely
a. Under the Create from ClickUp header, select if you would like to import "Clients and Projects" or just "Projects"
9. Next, under the Mapping header, use the drop down to select the desired structure for those objects imported to Timely.
Note - if you do not select a mapping option and complete the setup here no data will be imported into Timely.
10. Finally, under the Sync header, you can choose to either import objects from your entire ClickUp workspace by enabling "Sync everything" or narrow the focus by selecting "Sync from selected spaces".
a. If you elect to narrow the focus and "Sync from selected spaces" you'll be prompted to make that selection as shown below.
11. Once you've made your selection click either the "Import and sync selected" button or the "Import and sync everything" button to finalize setup.
🎉 That's it! You've set up and configured your ClickUp integration and data will begin to flow between Timely and ClickUp moving forward.
FAQs
*Do I need a specific ClickUp plan to use this integration?
For best results and to get the full benefit of this integration we'd recommend that you be on the "Business" ClickUp plan.
Please note the following limitations otherwise:
Free version: Logged time against a Task will NOT be synced from Timely to ClickUp
Paid version: Logged time against a Task will be synced from Timely to ClickUp without any attributes such as their billable status, description, or labels.
These limitations are enforced by ClickUp's API settings and are not something we here at Timely can alter or control.
Will this integration track the time that user's spend working within ClickUp?
The focus of this integration is ensuring that items and data remain in sync between ClickUp and Timely, saving folks time and effort overall. To capture the time spend folks working in ClickUp, we'd recommend leveraging the Memory app to capture that activity automatically.
Will this integration sync previous Tasks or other historical information?
Existing data from ClickUp will be imported as clients, projects and tasks in Timely depending on the settings. Logged time will be synced upon first set up and moving forward as long as the integration is connected.
Will changes made in ClickUp sync over to Timely automatically?
Yes! Updates to Projects or Tasks in ClickUp would be reflected in Timely shortly thereafter. For example, if a Project is renamed in ClickUp, you'd see that new name show up in Timely.
What happens if I need to remove the integration - will the synced data also be removed?
No, removing the active integration will prevent further items from being shared between the two platforms, but will NOT remove any data previously synced over.
Can I change the mapping of those items after the initial integration set up?
In order to update the mapping of those different entities you'd need to remove the ClickUp integration and then add it back in once again - following the same steps above. As a caution, however, you may face some duplicates as the items sync over again so would need to delete any extraneous items within Timely.