ClickUp

How to get started with ClickUp

Connect your ClickUp workspace to Zigpoll and automatically create tasks from survey responses. Each response generates a new task in your chosen ClickUp list, complete with the survey title, participant info, and all submitted answers.

Step #1: Connect your ClickUp Account

1. In Zigpoll: Click Settings -> Manage Integrations -> Enable the ClickUp Integration.

2. Click "Click to Connect" to authorize Zigpoll with your ClickUp account.

3. You will be redirected to ClickUp to grant access. Once approved, you'll return to Zigpoll automatically.

Step #2: Add a Task List Configuration

1. Click "Click here to add another task list."

2. Select a Survey — Choose which survey should trigger task creation, or select "All Surveys" to create tasks for every survey response.

3. Select a Workspace — Pick the ClickUp workspace where tasks should be created.

4. Select a Space — Pick the space within that workspace.

5. Select a List — Pick the specific list where tasks will appear.

Step #3: Configure Task Creation Rules

Choose when tasks should be created:

• Create a task if the survey is partially completed — A task is created for every response, even if the survey is not fully completed.

• Create a task only if the survey is fully completed — Tasks are only created once the participant finishes the entire survey.

• Create a task only if the respondent submitted an email address — Tasks are only created when the participant provides an email.

• Create a task only if an open-ended response is submitted — Tasks are only created when the participant writes a free-text answer.

Step #4: Save Changes

Click "Save Changes" to activate the integration.

That's it. Zigpoll will now create a new task in your selected ClickUp list each time a matching survey response is submitted.

Multiple Lists

You can add multiple configurations to route different surveys to different ClickUp lists. Click "Click here to add another task list" to add additional entries. Each configuration has its own survey filter, list destination, and task creation rules.