Manage task integrations in ClickUp
ClickUp lets you connect your work to powerful third-party apps directly from tasks so your team can see related information in one place. This guide explains how to find, open, and manage integrations on tasks, including subtasks, and how Workspace settings affect what your members can see.
What are task integrations in ClickUp?
Task integrations are connections between ClickUp and external apps that surface extra context on a task. When an integration is linked to a task, it appears as an item in the task's Activity section so you can quickly open the related resource.
For example, your team might connect:
- A support ticket from a help desk tool
- A development ticket from an engineering tracker
- Other third-party records your Workspace uses
These integrations are displayed per task, and their visibility depends on the permissions you configure at the Workspace level.
How to find integrations on a ClickUp task
You can find all connected items for a task in the Activity section of the task view. Use these steps to locate them:
- Open the task you want to review in ClickUp.
- Locate the Activity area in the task view.
- Look for sections labeled for specific apps, such as the Help Desk or other external tools your Workspace has connected.
If your Workspace has configured integrations, related items will appear under the relevant Activity sections for that task.
Open an integration item from a ClickUp task
Once you find an integration entry on a task, you can open it to view the full record in the connected app.
- In ClickUp, open the task that contains the integration.
- Scroll to the Activity section.
- Identify the integration section, such as one labeled for your support or development platform.
- Click the linked item to open it in the respective tool in a new window or tab, depending on your browser settings.
This lets you quickly move from a task in ClickUp to the corresponding data in the integrated system.
View integration details on subtasks in ClickUp
Subtasks can also show integration information when set up in your Workspace. The visibility and behavior are similar to tasks.
- Open the parent task in ClickUp.
- From the subtask list, click the subtask you want to inspect.
- In the subtask's Activity section, look for the same integration areas that appear on standard tasks.
- Open any listed items to see the related records in the connected tool.
This ensures that both tasks and subtasks can reference the same external systems through your Workspace integration configuration.
How Workspace settings affect ClickUp task integrations
Access to integrations on tasks is controlled by your Workspace configuration. Admins decide which external tools are connected and how they can be used on tasks and subtasks.
Depending on the integration and how it is set up, Workspace settings can determine:
- Whether an integration is available across all tasks
- Which Spaces or teams can use a specific connection
- Whether external records can be created directly from ClickUp
- Who can see or open linked items from the Activity section
If you do not see the integration entries you expect, contact a Workspace owner or admin to confirm that the app is connected and that your account has the proper access.
Best practices for using ClickUp task integrations
To keep your workflows consistent and clear, follow these practices when you work with integrations on tasks.
Standardize when to link items in ClickUp
Decide when your team should link an external item to a task or subtask. Common triggers can include:
- Creating or updating a support ticket related to a customer request
- Tracking bugs or feature work in an engineering system
- Connecting documentation or other external assets stored in third-party tools
Clear standards help team members know which integrations to expect on different types of work items.
Keep integrations easy to find in ClickUp
Make sure everyone knows that integrations live in the Activity section of the task view. Encourage your team to:
- Check Activity before creating duplicate tickets elsewhere
- Use the same naming conventions between external systems and ClickUp tasks
- Add notes in task comments to reference why a particular integration item is linked
This makes it easier to trace the history of a request across systems.
Review integrations during ClickUp task grooming
When you review or groom work in ClickUp, include integrations in your checklist:
- Confirm that each task has the correct external record attached
- Remove outdated or irrelevant links if your integration tools support that behavior
- Verify that subtasks reference the correct tickets when work is split across multiple teams
Regular reviews help keep your task data aligned with the information stored in your integrated applications.
Troubleshoot missing task integrations in ClickUp
If you expect to see a linked item for a task but do not, use these checks:
- Verify that your Workspace has the integration configured in its settings.
- Confirm that you have permission in the external app to view the associated record.
- Reopen the task in ClickUp or refresh your browser to reload the Activity data.
- Ask a Workspace owner or admin to confirm the integration's scope and availability.
Because integrations depend on both ClickUp and the connected tool, you may need admin assistance in either system to resolve visibility issues.
Learn more about ClickUp integrations
For the most accurate and detailed information, always reference the official documentation. You can read the original help article about task integrations directly on the ClickUp Help Center at this page on integrations on tasks.
If your organization needs broader implementation guidance, process design, or help combining integrations with AI-driven workflows, you can explore consulting resources such as Consultevo for strategic support.
By understanding where integrations appear and how Workspace settings control them, your team can use ClickUp tasks and subtasks as a central hub for work that spans multiple tools.
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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