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ClickUp Integration
Karin Sharon avatar
Written by Karin Sharon
Updated over a month ago

Integrate with ClickUp to reference tasks in your summary.

  1. Go to the Settings tab in your dashboard.

  2. Click to configure ClickUp

  3. In your next meeting summary, you will see task references based on your discussion.

  4. Create ClickUp tasks based on Action Items directly from the emailed summaries or dashboard. You can click on create ticket in the Spinach summary or go to Meeting History. You can send each ticket to a different project.

Troubleshooting:

  • make sure that when you're selecting a list on the dropdown, that the list you want is in a folder. We cannot create tasks on lists that are not in a folder.

  • If you still see an error screen when connecting, reach out to support at the green chat button below.

Hey Spinach Create a Ticket

If you want to make sure Spinach documents a really important ticket, during the call say "hey Spinach create a ticket..." and you'll see the ticket drafted in your summary.

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