ClickUp

About ClickUp

ClickUp is a project management and productivity platform that helps teams organize tasks, collaborate, and track progress. Connecting ClickUp to Serval enables automated task creation, project management, team coordination, and workflow optimization directly from your service desk.

What the ClickUp integration enables

Capability	Description
Automation workflows	Run automated workflows to create and manage tasks, organize projects across workspaces, spaces, folders and lists, assign work to team members, track progress, add comments and attachments, and streamline your entire project management process.

Anything defined in the ClickUp API can be interacted with through Serval.

---

ClickUp configuration

Prerequisites

• You must have access to your ClickUp workspace
• Admin permissions may be required for certain operations

Generate a Personal API Token

1. Log in to ClickUp
2. In the upper-right corner, click your avatar
3. Select Settings from the dropdown menu
4. In the sidebar, click Apps (Direct link)
5. Under API Token, click Generate or Regenerate
6. Click Copy to copy the personal token to your clipboard

Note: Personal API tokens never expire and provide full access to your ClickUp workspace.

For detailed API documentation and additional authentication options, see ClickUp’s API Documentation.

---

Serval Configuration

1. In Serval go to Apps → Available → ClickUp → Connect

2. Enter the following information:

   Field	Description
   Integration Name	A friendly name for this integration (e.g., “ClickUp Project Management”)
   API Token	The Personal API Token from ClickUp

3. Click Save

---

Need help? Contact [e-mail] for assistance with your ClickUp integration.