Use Incident.io with ClickUp

The Incident.io integration for ClickUp lets your team track incidents alongside tasks, projects, and documentation. This guide explains what the integration does and how to set it up so incident response stays organized in your workspace.

What the Incident.io and ClickUp integration does

This integration connects your incident management in Incident.io with your work management in ClickUp. When enabled, it can automatically create and update tasks related to incidents so your team does not lose track of follow-up work.

The integration supports two main capabilities:

• Creating ClickUp tasks when new incidents are declared in Incident.io.
• Keeping selected task fields in sync as the incident evolves.

By linking the two systems, incident responders and project teams share a single source of truth for remediation and post-incident tasks.

Requirements to connect Incident.io with ClickUp

Before you can configure the integration, make sure you meet these requirements:

• An active Incident.io account with permission to manage integrations.
• A ClickUp Workspace where you can authorize apps and create tasks.
• At least one Space and List in ClickUp dedicated to incident-related tasks or projects.

You will authenticate with your ClickUp account from within Incident.io so the app can create and update tasks on your behalf.

How to enable the Incident.io ClickUp integration

Follow these steps from inside Incident.io to connect your workspace with ClickUp.

Step 1: Open the Incident.io integrations area

1. Sign in to your Incident.io account.
2. Go to the Settings or Integrations section, depending on your plan and interface.
3. Search for the ClickUp integration in the list of available apps.

You should now see an option to configure the integration.

Step 2: Authorize Incident.io to access ClickUp

1. Select the ClickUp integration tile.
2. Choose the option to Connect or Authorize.
3. You will be redirected to a ClickUp authorization screen.
4. Log in to ClickUp if requested.
5. Review the permissions Incident.io is asking for, such as creating and editing tasks.
6. Approve access so Incident.io can interact with your ClickUp Workspace.

After authorization, you will return to Incident.io and the integration will appear as connected.

Step 3: Configure ClickUp task settings

Next, define how Incident.io should create and manage tasks in your ClickUp Workspace.

1. Select which ClickUp Workspace, Space, and List should receive incident-related tasks.
2. Choose any default assignees or teams for new incident tasks, if supported in the integration settings.
3. Adjust naming conventions so the task title or description clearly references the related incident.

These settings ensure that incidents are routed to the correct area of ClickUp for visibility and follow-up.

Using the ClickUp integration during an incident

Once the integration is configured, it will streamline how you manage incident work in ClickUp.

Automatic task creation in ClickUp

When an incident is created in Incident.io, the integration can automatically generate a task in the selected ClickUp List. Typical information that can be included is:

• Incident title and summary.
• Incident severity or priority.
• Links back to the Incident.io record for more context.
• Key responders or owners, if mapped to ClickUp assignees.

This reduces manual data entry and ensures every incident has a dedicated work item in ClickUp.

Keep incident details updated in ClickUp

As an incident progresses, responders update fields in Incident.io. The integration can mirror these changes in the linked ClickUp task. Depending on your configuration, updates may include:

• Changes to status or lifecycle stage.
• Adjustments to severity or impact.
• Added notes or follow-up actions.

With this synchronization, stakeholders who mainly work in ClickUp can follow the incident without switching tools.

Best practices for organizing incidents in ClickUp

To get the most value from the Incident.io integration, design a simple structure in ClickUp for incident work.

Create a dedicated incident Space or Folder in ClickUp

Consider grouping all incident-related Lists inside a single Space or Folder in ClickUp. For example:

• One List for active incidents.
• One List for post-incident actions or long-term remediation.
• Optional Lists for specific teams such as infrastructure, security, or product.

This makes it easier to filter and report on work that originated from incidents.

Use consistent fields in ClickUp

Alignment between Incident.io and ClickUp fields improves clarity during response:

• Map severity levels to ClickUp priorities where possible.
• Use custom fields for incident ID, root cause, or service name.
• Standardize tags or labels to indicate incident type.

Consistent configuration helps you search and analyze incident tasks within ClickUp later.

Troubleshooting the Incident.io and ClickUp integration

If something does not work as expected, check the common issues below.

Authorization or permission issues in ClickUp

If Incident.io cannot create tasks, verify:

• The integration still appears as connected in Incident.io.
• Your ClickUp Workspace has not revoked app permissions.
• The selected Space and List still exist and allow task creation.

Re-authorizing the integration often resolves permission problems.

Incorrect task routing in ClickUp

If tasks appear in the wrong List or Space, review your integration settings in Incident.io and confirm:

• The correct ClickUp Workspace is chosen.
• The preferred Space and List are selected as the target for incident tasks.
• Any automation rules in ClickUp are not moving tasks unexpectedly.

Updating these settings will ensure new incidents go to the right place.

Learn more about the Incident.io ClickUp integration

For the most accurate and detailed setup instructions, always reference the official documentation for the Incident.io integration with ClickUp. You can review the current help article from ClickUp at this Incident.io integration guide.

If you are designing broader workflows or SEO-optimized documentation around ClickUp, additional strategy resources are available from specialized consultants such as Consultevo.

By configuring and using the Incident.io integration with ClickUp, your team can keep incident response tightly aligned with ongoing project work, reduce manual coordination, and maintain a clear, auditable trail of actions taken during and after every incident.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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