đź’ˇProduct Update: Click here to learn about the improved ClickUp Integration
With Helpwise – ClickUp integration, you can fetch tasks directly in your shared inbox. Connect your shared mailbox with ClickUp and create/update tasks associated with your workspace.
How to connect ClickUp with Helpwise?
See tasks in your shared inbox
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Once you have connected your Helpwise shared inbox with ClickUp, you can easily track the information of your task. Here are the steps:
- Login to your Helpwise account.
- Select the inbox whose emails you wish to see.
- Open an email from any of the tabs (i.e, mine, assigned, sent, etc.)
- Now, you will see ClickUp logo on the right side of your screen. Click on that.
- It will open ClickUp panel, which contains the workspace selection dropdown, space selection dropdown, folder selection dropdown and list selection dropdown.
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- Select a workspace for which you wish to manage your tasks.
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- Select a space for which you wish to manage your tasks.
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- Select a folder for which you wish to manage your tasks.
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- Select a list for which you wish to manage your tasks.
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- Helpwise will retrieve the tasks associated with this list, folder, space and workspace.
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- Click on a particular task to see it’s details.
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See comments of a task
- After you click on a particular task to see it’s information, you can see all the comments in this task by clicking on ‘View all comments’ link and can add a comment by clicking ‘New Comment’.
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- You’ve to enter the text and then click on ‘Add’ to add a new comment.
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Create new task directly from Helpwise
You can also create a new task in ClickUp directly from Helpwise. Follow the steps below to create a task in ClickUp :
- If you don’t have any task then click on “Create New Task” or you can create another task to your existing list by clicking on the “New” tab shown.
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- Here you’ve to enter all the information of a task.
- Enter the information and click on “Create Task”. That’s it! You have now created a task in ClickUp directly from your shared mailbox.
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