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ClickUp

Connecting ClickUp turns task activity into work events Halyard can report on. This is a source for Workspace admins (Reader A) tracking task flow alongside other delivery signals.

What you get: work events, not searchable knowledge. ClickUp produces episodic records of task creation and status changes that you list and filter by type, author, and time. It does not make task descriptions semantically searchable.

ClickUp events arrive as work-event types including:

  • task_created
  • task_status_updated

Each event carries provider metadata and an actor stitched to a Halyard user via external identity when the ClickUp account is linked.

  1. In the Halyard app, go to Settings → Integrations.
  2. On the ClickUp card, start the OAuth flow and authorize Halyard.
  3. Approve the connection.

Halyard registers webhooks on connect, so new task activity flows in going forward.

On connect, Halyard backfills the last 90 days of task activity, so recent history shows up immediately rather than only events that happen after you connect.