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About ClickUp

ClickUp is a project management and productivity platform that helps teams organize tasks, collaborate, and track progress. Connecting ClickUp to Serval enables automated task creation, project management, team coordination, and workflow optimization directly from your service desk.

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What the ClickUp integration enables

CapabilityDescription
Automation workflowsRun automated workflows to create and manage tasks, organize projects across workspaces, spaces, folders and lists, assign work to team members, track progress, add comments and attachments, and streamline your entire project management process.
Anything defined in the ClickUp API can be interacted with through Serval.

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ClickUp configuration

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Prerequisites

  • You must have access to your ClickUp workspace
  • Admin permissions may be required for certain operations

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Generate a Personal API Token

  1. Log in to ClickUp
  2. In the upper-right corner, click your avatar
  3. Select Settings from the dropdown menu
  4. In the sidebar, click Apps (Direct link)
  5. Under API Token, click Generate or Regenerate
  6. Click Copy to copy the personal token to your clipboard
Note: Personal API tokens never expire and provide full access to your ClickUp workspace.
For detailed API documentation and additional authentication options, see ClickUp’s API Documentation.

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Serval Configuration

  1. In Serval go to Apps → Available → ClickUp → Connect
  2. Enter the following information:
    FieldDescription
    Integration NameA friendly name for this integration (e.g., “ClickUp Project Management”)
    API TokenThe Personal API Token from ClickUp
  3. Click Save
Need help? Contact support@serval.com for assistance with your ClickUp integration.