How to Use ClickUp Lattice Integration

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How to Use ClickUp with Lattice for Goal Management

Integrating ClickUp with Lattice helps your team keep performance goals, updates, and reviews aligned in one seamless workflow. This how-to guide walks you through connecting both platforms and using them together to keep objectives current and visible.

This article is based on the official integration information from ClickUp and Lattice so you can follow the correct steps with confidence.

What You Need Before Connecting ClickUp and Lattice

Before you start the integration process, confirm that your workspace meets the requirements on both sides. This reduces errors during setup and makes the sync smooth.

Requirements in ClickUp

  • Admin or sufficient workspace permissions to manage integrations and apps
  • Access to the space, folders, and lists that will hold goals and tasks
  • A clear structure for OKRs or performance goals you want to map to Lattice

Requirements in Lattice

  • Admin-level access in Lattice to install and configure integrations
  • Defined company goals or OKRs ready to sync with your project system
  • An understanding of how your performance cycle is structured

Once these pieces are ready, you can connect ClickUp and Lattice to keep goal data consistent.

How to Connect Lattice to ClickUp

Follow these steps to link your accounts and enable information to flow between the tools.

Step 1: Open Lattice Integrations

  1. Log in to your Lattice account as an administrator.
  2. Navigate to the Settings or Integrations area in the Lattice admin menu.
  3. Locate the section for project or work management integrations.

Step 2: Select the ClickUp Integration

  1. Find the integration card or listing labeled for ClickUp.
  2. Click the option to set up, connect, or configure the integration.
  3. Review the summary of what data will sync between Lattice and ClickUp, such as goals, progress, or updates.

Step 3: Authorize Access to ClickUp

  1. When prompted, sign in to your ClickUp workspace if you are not already logged in.
  2. Confirm which workspace you want Lattice to access, especially if you belong to more than one workspace.
  3. Review the requested permissions and click the button to authorize or allow Lattice to access ClickUp data.

After authorization, Lattice can communicate securely with your ClickUp workspace to sync goal-related information.

How to Map Goals Between Lattice and ClickUp

With the connection active, configure how goals in Lattice align with work tracked in ClickUp. Clear mapping ensures that performance data remains accurate.

Configure Goal Sources in ClickUp

  1. Decide which spaces, folders, or lists will act as the source of goals or OKRs.
  2. Organize tasks or objectives into a clear hierarchy so each item in ClickUp has an obvious match in Lattice.
  3. Use custom fields or statuses in ClickUp to identify which tasks represent high-level goals versus sub-tasks or key results.

Link Lattice Goals to ClickUp Work

  1. In Lattice, open the goal or objective you want to connect.
  2. Use the integration option to attach a corresponding item from ClickUp.
  3. Select the appropriate task, list, or other work object to represent that goal.
  4. Save your changes so Lattice can pull progress data directly from ClickUp.

After mapping, your goals will reflect the actual progress your team records inside ClickUp.

Using ClickUp Data to Drive Performance in Lattice

Once mapping is complete, your daily work updates in ClickUp can automatically inform reviews and check-ins inside Lattice.

Track Real-Time Progress from ClickUp

  • As team members update tasks, statuses, or custom fields, progress can appear in Lattice goals.
  • Managers see which objectives are on track, at risk, or blocked based on live ClickUp data.
  • Performance conversations stay grounded in measurable work activity.

Use ClickUp Activity in Reviews and Check-Ins

  • Reference connected goals during 1:1s and performance reviews in Lattice.
  • Highlight milestones completed in ClickUp to recognize contributions.
  • Identify patterns, such as consistently delayed tasks, that may need support or process changes.

This connection helps keep qualitative feedback aligned with quantitative progress stored in ClickUp.

Best Practices for Managing the ClickUp–Lattice Workflow

To maintain a clean and reliable integration, follow a few ongoing practices in your daily operations.

Keep Goal Structures Consistent

  • Define a naming convention for goals and projects across both tools.
  • Avoid frequent structural changes in ClickUp spaces or lists that are linked to Lattice.
  • Document how each goal type maps so new managers understand the setup.

Review Mappings Regularly

  • At the start of each performance cycle, review which ClickUp items are tied to active goals.
  • Remove or update links to archived projects so Lattice reflects your current focus.
  • Check a few sample goals in Lattice to confirm progress is updating correctly.

Align Teams on How to Update Work in ClickUp

  • Train team members on which fields or statuses in ClickUp drive goal progress.
  • Clarify expectations for updating tasks before check-ins or reviews.
  • Encourage comments and context in ClickUp so Lattice goals have richer background information.

Troubleshooting Common Integration Issues

If data between Lattice and ClickUp does not look right, walk through these basic checks before escalating.

Verify Permissions and Access

  • Confirm that the integration still has permission to access your ClickUp workspace.
  • Make sure the Lattice admin account used for setup is active.
  • Check that mapped tasks or lists have not been deleted or moved in ClickUp.

Re-Authorize the ClickUp Connection

  1. Go back to the Lattice integration settings.
  2. Look for an option to reconnect or re-authorize ClickUp.
  3. Complete the authorization flow again and save your settings.

If issues continue after these steps, consult support resources for both platforms and provide screenshots of your ClickUp configuration and Lattice goal connections.

Where to Learn More About ClickUp Integrations

To expand your setup, explore additional resources about automation, integrations, and scaling goal management.

  • Review the official ClickUp and Lattice integration page for the latest capabilities.
  • Consult implementation specialists at Consultevo if you need help designing a broader ClickUp integration strategy.
  • Document internal guidelines so all managers understand how to link work and goals consistently.

By connecting ClickUp with Lattice and following the steps in this guide, you can keep work execution and performance management aligned, transparent, and easy to maintain.

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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