Your project management software

ClickUp

ClickUp is listed here as project management software.

ClickUp is a work management tool where teams keep their projects, documents and chat in one workspace. Work is organized as tasks, each with fields such as priority, assignee, labels and status, grouped into spaces for a team or function. Tasks can be shown as a list, board or Gantt chart, and the product also includes docs, whiteboards, sprints, time tracking and dashboards.

What it lets a workflow do

Every workflow template below works from what ClickUp gives it and changes nothing in ClickUp.

Workflows that use it

No workflow template names ClickUp yet. These are written for project management software, not for ClickUp by name.

  • Project lessons review Workflow template

    Works from an export from project management software.

    Can see: the deliverables list: original scope and what happened to each. Can change: nothing.

  • Roadmap tradeoff review Workflow template

    Works from an export from project management software.

    Can see: roadmap items with team, status, window, effort and dependencies. Can change: nothing.

  • Scope change impact review Workflow template

    Works from an export from project management software.

    Can see: working list of deliverables with status. Can change: nothing.

  • Three-week look-ahead constraint review Workflow template

    Works from an export from project management software.

    Can see: schedule export with activities, trades and dates. Can change: nothing.

Teams whose workflow templates use project management software:

How it connects

Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.

Published by its maker

  • Connector from the maker of ClickUp

    A connector an AI assistant can use.

    Published by ClickUp, as the maker's own page states.

    Found in the maker's own documentation on 11 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

  • Programming interface from the maker of ClickUp

    A programming interface for software developers.

    Published by ClickUp, as the maker's own page states.

    Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

What setup takes, and who approves it

Connecting a workflow to ClickUp is agreed when the work is scoped: a person who looks after ClickUp at your company approves how the workflow signs in and what it may see and change.

No time is promised here. Where no connector exists, the workflow works from an export.

What was checked, and when

  • The maker's own pages: read on 12 November 2026.
  • The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.

How we list systems and connectors

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Technical details

  • ClickUp MCP Server · MCP serverFound in the maker's own documentationhttps://mcp.clickup.com/mcpClickUp describes an MCP server it runs, through which external AI agents work with ClickUp workspace data such as tasks, lists, folders and docs, and the page says it is available on all plans.The maker’s page
  • ClickUp API · Public APIFound in the maker's own documentationClickUp describes its API, which requires every request to be authenticated with a personal token or OAuth.The maker’s page