Integration
ClickUp: For teams in ClickUp — and for their clients.
Use ClickUp as your primary PM, or as a client-access bridge that mirrors only the client-visible slice of a customer's work into their ClickUp workspace. Two-way sync for tasks, time tracking, and email comments — with granular per-integration toggles.
Why teams use ClickUp with Conopeum
- Primary PM mode: link every customer to a ClickUp Space or List and stay in two-way sync.
- Client-access mode: you keep working in Conopeum; only the client-visible slice mirrors into the client's ClickUp.
- Granular toggles for tasks, time tracking, and email comments — decide exactly what the client sees.
- Two-way sync so replies from either side round-trip.
- Runs alongside Plutio and other billing tools.
How it works
- 1
Connect ClickUp
Settings → Integrations → ClickUp. Authorize the workspace you want to sync with.
- 2
Pick a mode per customer
For each customer, either link them to a Space/List you own (primary PM) or to the client's own ClickUp workspace (client-access bridge).
- 3
Toggle what syncs
Turn tasks, time tracking, and email comments on or off individually per customer so clients see only what you intend.
Frequently asked
Is this live yet?
ClickUp is on the roadmap and rolling out to plans that include the add-on. Contact us to join early access.
Do I need admin access in the client's ClickUp?
For the client-access bridge you need a user in their workspace with permission to create tasks in the target List. The client controls what they share with you.
Can I turn off time-tracking sync only?
Yes — every syncable resource has its own toggle per customer.
Ready to connect ClickUp?
Start a free Conopeum trial and finish the setup in under five minutes.
