ClickUp

生产力

通过对话管理 ClickUp 工作空间与任务

• 查询任务状态、创建新任务，无需切换应用
• 查看团队工作负载和项目进度概览
• 将 ClickUp 任务与文档、时间追踪自动关联

功能概览

ClickUp 提供 47 项操作，是 Neotask 和 Neotask 中功能最全面的自动化集成之一。每项主要的 ClickUp 操作都可以通过对话完成。

领域	关键操作	自动化内容
任务	创建、获取、更新、删除任务；设置自定义字段	无需手动输入的完整任务生命周期
批量操作	create_bulk_tasks, update_bulk_tasks	一次请求从规格文档创建 20 个任务
时间追踪	开始/停止追踪、添加条目、获取当前计时器	与任务活动关联的自动时间记录
评论与标签	获取/创建评论、添加/移除标签	自动保持任务上下文最新
依赖关系	添加/移除任务链接和依赖	无需手动关联即可维护任务关系
工作空间层级	获取层级、创建列表、文件夹	自动组织工作结构
文档	创建文档、列出/获取/创建/更新页面	通过对话生成规格文档和运维手册
聊天	获取频道、发送消息	自动将任务更新发布到 ClickUp 聊天
成员	获取工作空间成员、解析负责人	按姓名将任务分配给正确的人
搜索	按工作空间、任务类型、标签搜索	即时查找任何任务
报告	状态耗时、列表状态耗时	自动了解工作流瓶颈

每项操作均可自主运行或需要您的审批--由您决定。

试试这样问

• "从这份规格文档在'网站重设计'列表中创建 10 个任务--分配给相应的团队成员"
• "本周'移动应用'项目的总计时间是多少？"
• "在'编写 API 文档'任务上开始计时"
• "显示'开发'文件夹中带有'关键'标签且没有负责人的所有任务"
• "创建一个 ClickUp 文档，标题为'发布清单 - v2.5'，包含 QA、部署和回滚板块"
• "将当前冲刺中所有'审核中'的任务更新为'已完成'"
• "在'工程'聊天频道发布消息：'今天下午3点开始部署窗口'"
• "在'API 集成'任务和'前端实现'之间创建依赖--API 必须先完成"

专业提示

• 为批量任务操作启用审批门控--bulk_create_tasks 和 bulk_update_tasks 功能强大但未经审核不可逆。
• 安排周五下午的自动化任务，汇总每位团队成员的计时时间并发布到管理频道。
• 将 ClickUp 与 CRM 放在同一应用组中：当 Close CRM 中的交易关闭时，ClickUp 会自动创建带有模板任务的客户交付项目。
• 多 Agent 团队擅长处理 ClickUp 中的冲刺规划--一个 Agent 创建任务，另一个启动活跃工作的计时器，第三个发布每日站会报告。
• 使用 get_time_in_status 识别工作流瓶颈：任务在"审核"中停留过久表明流程有问题，而不仅仅是任务问题。

Plans

Works Well With

• ActiveCampaign - Connect ActiveCampaign and ClickUp to automate marketing task management, campaign tracking, and team coordination with ...
• Airtable - Connect Airtable and ClickUp to sync database records with project tasks automatically.
• Apollo - Connect Google Ads and Salesforce with Neotask to track leads from click to closed deal, sync conversions automatically,...
• Asana - Connect ClickUp and Asana to sync tasks, statuses, and deadlines. Migrate or run both project tools together.
• Baserow - Connect Baserow and ClickUp with Neotask to keep your no-code database and project management tools in perfect sync. Aut...
• Bitrise - Connect Bitrise and ClickUp to sync mobile CI/CD pipelines with project tasks. Automate build updates, track deployments...
• BoldSign - Connect BoldSign and ClickUp to automate document signing workflows, track approvals in tasks, and eliminate manual foll...
• Brevo - Connect BoostSecurity and WhatsApp to send real-time security alerts, dependency risk notifications, and application sec...
• Cal.com - Connect Cal.com and ClickUp with Neotask to automate booking workflows, create tasks from meetings, and keep your schedu...
• Calendly - Connect ClickUp and Calendly to create tasks from meeting bookings.
• Discord - Connect Discord and ClickUp with Neotask AI. Get task updates in channels, create tasks from chat, and manage projects f...
• Figma - Connect Figma and ClickUp to sync designs with tasks automatically. Streamline handoffs and ship faster.
• GitHub - Connect GitHub and ClickUp to sync commits, PRs, and issues with project tasks automatically.
• Google Calendar - Sync ClickUp tasks with Google Calendar for seamless scheduling. Fix sync issues and enable 2-way sync with Neotask.
• Google Drive - Connect ClickUp and Google Drive to auto-attach files, create folders, and sync project assets. No code required.
• Google Forms - Connect ClickUp and Google Forms with Neotask to automatically create tasks from form submissions. Streamline your workf...
• Google Sheets - Connect ClickUp and Google Sheets with Neotask to sync project data, automate task reporting, and keep your spreadsheets...
• Granola - Connect ClickUp and Granola with Neotask to turn meeting notes into tasks, sync action items, and keep your projects mov...
• HubSpot - Bridge ClickUp tasks and HubSpot deals so your project and sales teams always work from the same data.
• Intercom - Connect Intercom and ClickUp to turn conversations into tracked tasks.
• Jenkins - Connect ClickUp and Jenkins with Neotask to automate CI/CD project management. Sync build statuses to your project board...
• Jira - Connect ClickUp and Jira to sync tasks, issues, and sprints across both platforms automatically.
• Microsoft Teams - Connect ClickUp and Microsoft Teams for real-time project alerts in your team channels.
• Miro - Connect Miro and ClickUp to bridge visual brainstorming and task execution. Turn whiteboard sessions into tracked work.
• Monday.com - Connect ClickUp and Monday.com to sync tasks, statuses, and deadlines across both project platforms.
• Netlify - Connect ClickUp and Netlify with Neotask to automate deployment tracking, link builds to tasks, and keep your entire dev...
• Notion - Connect ClickUp and Notion to sync tasks with knowledge base pages automatically.
• Perplexity - Connect ClickSend and Egnyte with Neotask to automate SMS notifications for file activity, document approvals, and conte...
• Pigment - Connect ClickUp and Pigment with Neotask to automate project planning, sync financial data, and streamline your workflow...
• Pipedrive - Connect Pipedrive and ClickUp to turn deals into managed tasks.
• Salesforce - Connect ClickSend and Evernote with Neotask to automate SMS logging, message tracking, and note organization without wri...
• Shopify - Connect Shopify and ClickUp to automate ecommerce task management.
• Slack - Connect ClickUp tasks to Slack channels so your team gets instant updates, reminders, and escalations.
• Spotify - Connect ClickSend and Fireflies with Neotask to automatically send SMS recaps, action items, and meeting summaries to an...
• Stripe - Connect ClickUp and Stripe to create tasks from payment events automatically.
• Trello - Connect ClickUp and Trello to sync tasks, cards, and statuses across both project management platforms.
• Twilio - Connect ClickSend and Jenkins with Neotask to send SMS alerts on build results, pipeline failures, and deployment status...
• Webflow - Connect ClickUp and Webflow with Neotask to automate project tasks, sync content workflows, and ship sites faster withou...
• YouTube - Connect ClickSend and Mailchimp with Neotask to automate multichannel campaigns, sync audiences, and send SMS follow-ups...
• Zapier - Connect ClickUp and Zapier to automate task management.
• Zeplin - Connect ClickUp and Zeplin with Neotask to automate design handoff, sync specs to tasks, and keep your product team alig...
• Zoom - Connect ClickSend and OneDrive with Neotask to automate SMS notifications for file activity, document sharing alerts, an...
• ZoomInfo - Connect ClickUp and ZoomInfo with Neotask to automate sales prospecting, enrich leads, and turn intelligence into tracka...

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