Salesforce Integration with ClickUp™

You’ll never lose a comment again. If a comment requires action, assign it.

New

Proprietary

You’ll never lose a comment again. If a comment requires action, assign it.

New

Proprietary

When a comment is assigned containing an action item, mark it complete with a single click to keep things organized.

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Proprietary

“The world’s most robust recurring tasks” - ClickUp covers literally every imaginable case.

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Sync your ClickUp tasks with Google Calendar in real-time! Changes in Google are instantly reflected in ClickUp; and vice versa.

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Process check please? Simple to-do lists that structure what’s needed for each task.

Managers

Finding your tasks has never been easier. Save simple or advanced filters to reuse.

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Sort by anything - plus, sort all of your tasks globally, not just by project.

Customize ClickUp with multiple assignees

Proprietary

Choose whether you want one assignee or multiple - for each Space in ClickUp.

New

Proprietary

Stay on the same page (literally) - see in real-time when others view, comment, or edit.

Proprietary

Comment, markup, and create tasks directly from images and screenshots with the ClickUp Chrome Extension. Unleash your inner creativity with rich formatting tools!

When a task needs more than one person, enable multiple assignees.

Keep the clutter out of here. Reply directly to relevant comments and avoid comment chaos.

With one click, select tons of tasks and perform any action on them (even works for subtasks).

With beautiful rich formatting, you can use ClickUp for docs and even use markdown.

5 apps in 1! Create tasks, take & mark up screenshots, save websites, and much more.

Find the perfect way to manage your tasks.

Finding and organizing tasks can be tricky - having a one size fits all view is shortsighted. ClickUp has the perfect view for developers, managers, and everything in between.

Customize your workflow with statuses to fit each individual project. Use preselected statuses or create your own.

How simple task statuses look in ClickUp

Tasks are either done or not done - as simple as a to-do list.

Deciding what to do next? Categorize tasks based on their importance to a project.

Board View is the go-to view for agile teams

ClickUp’s acclaimed board view allows you to view every single task on your team in one board.

A proprietary, high-level overview of tasks grouped by person - see what everyone’s working on.

ClickUp’s hierarchy scales from personal users all the way up to enterprises - all customizable.

Customize what you receive, when you receive, and where you receive notifications.

Mention users, tasks, and projects to notify the right people.

Save websites as tasks using the ClickUp Chrome Extension - use the web clipper to save text.

Connect our Slack integration to create tasks in any Slack channel and automatically unfurl task links to see a simple but rich actionable overview of the task.

Literally everything in ClickUp is drag and drop - so fun and so fast.

Searching in ClickUp uses AI to put what you’re looking for front and center.

Automatically link and create pull requests, attach commits, create branches, and more!

Plan projects, manage resources, track progress percentage, and visualize dependencies with the Gantt chart!

Manage your projects and team with ClickUp's calendar view

The native ClickUp calendar allows you to easily drag and drop tasks to make scheduling a breeze. Plus, we added a Scheduling Sidebar that lets you schedule tasks that aren't on the calendar yet.

Five-star rated apps on iOS, Android, and Amazon Fire devices.

Reporting for each task and every team member

The days of arbitrary project management reporting are over. Gain deep insights into every relevant area of your project with ClickUp's beautiful graphs and reporting.

Keep notifications clean and organized. ClickUp can clear individual items or all notifications with just one-click.

Say goodbye to deleting comments and adding corrections.

The more you use ClickUp, the smarter it gets. Over time, ClickUp automatically predicts who you'll assign certain tasks to, where you'll put those tasks, and can even determine if time estimates are accurate.

Automatically track time in ClickUp, or use one of our integrations.

Everything is templatable - Spaces, Projects, Lists, tasks, and more. Customize what to reuse.

Use due dates to add deadlines for tasks. In ClickUp, you can specify both time and day, and get notified when tasks are past due.

Automatically import from nearly every popular project management app.

Make your most important tasks stand out more by easily turning them into progress markers.

Drag and drop unscheduled tasks into Time view to automatically schedule tasks.

Mentions replace the need to copy and paste

Automatically associate tasks when you paste a URL or type ## to manually link a task.

Easily manage Sprints in ClickUp with a dedicated ClickApp! Measure how well you scoped out work in your Dashboard and automatically move tasks to the next Sprint.

Say goodbye to unorganized notes. ClickUp's Notes feature allows you to quickly jot down notes, save as drafts, then attach them to tasks or keep them for yourself.!

Add tags to your tasks to organize your workflow in ways only you can imagine.

ClickUp not only allows dates, but also times, so you can truly do whatever you want with time.

Add start dates to indicate when tasks start - you can use this with due dates and times.

Whether you're building apps or developing integrations, direct access to ClickUp means our amazing users can build completely customized tools to make the world more productive, together.

Track time without leaving ClickUp! Include notes, billable time, and timesheets, and quickly generate reports.

Team-wide workflow templates let you quickly re-use your favorite custom statuses in any Project or Space.

Zapier gives you access to 1,000+ apps with pre-existing and customizable integrations.

Why be boring? Choose your favorite color and make ClickUp your happy place.

Add start dates, due dates, notes, attachments, colors, and even conversations to task lists.

Avoid tab fever. Keep important items top-of-mind all day. If you're in the middle of a task, don't close it - MINIMIZE IT!

Add time estimates to tasks and even split efforts between assignees.

Your own personal note taking machine. This is your own space to jot down anything!

Task Dependencies: Add different types of dependencies for tasks waiting on, linking to, or blocking others.

Save filters you use frequently. You can even choose to save for yourself or your entire team.

Connect Google Drive, Dropbox, and more to ClickUp so you can quickly link, attach, preview, and even create external cloud files!

Use six incredible reports to see what your team is doing and what you’re behind on.

ClickUp will interpret your dates and times without you having to explicitly set them via traditional methods.

Take screenshots with the Chrome Extension and mark it up by drawing or commenting.

Automatically unfurl links from popular platforms like YouTube, Figma, Loom, and many more.

“Dark mode changed my life”. If you work at night, you’ll freaking love dark mode.

Create your own Sidebar - customized with sorting, filtering, and default views.

Send emails to your tasks. Email addresses are created uniquely for each of your tasks.

Automatically link GitLab commits, branches, pull requests, and issues - even change statuses.

Printing in ClickUp is optimized so you can print anything - tasks, description, reporting, and more.

Automatically update your Apple and Outlook calendars with tasks scheduled in ClickUp with this one-way sync!

Simple, revolutionary. Type / anywhere in ClickUp - you’ll never use your mouse again.

Press K anywhere in ClickUp to instantly switch to different Spaces and Lists.

Use ClickUp for anything. Add numbers, dropdowns, budgets - literally add anything to your tasks.

Work offline from anywhere! Tasks and reminders stay in sync as soon as you get a connection.

Create and link pull requests, commits, and branches to ClickUp tasks instantly and automatically.

Reply to task notification emails to drop a comment or add an attachment to the task!

Send emails into ClickUp Lists. Email addresses are created uniquely for each List in your team.

Send or forward emails into your ClickUp tasks. Email addresses are created uniquely for each of your tasks.

The Notepad by ClickUp Chrome Extension lets you add notes wherever you go!

Salesforce + ClickUp

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What else can I integrate with ClickUp?

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