> ## Documentation Index
> Fetch the complete documentation index at: https://serval-hannah-docs-custom-access.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](https://developer.clickup.com/) 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](https://app.clickup.com/settings/apps))
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](https://developer.clickup.com/).

***

## 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 **[support@serval.com](mailto:support@serval.com)** for assistance with your ClickUp integration.