Eight ClickUp steps work with the tasks in your lists:
- ClickUp · Create a task — Adds a task to a list.
- ClickUp · Update a task — Changes a task's name, description, status, priority, due date, assignees or custom fields.
- ClickUp · Add a comment — Comments on a task.
- ClickUp · Find tasks — A list's tasks by status, assignee and due date.
- ClickUp · Get a task — A task's status, priority, assignees, dates and custom fields.
- ClickUp · Attach a file — Attaches a file from an earlier step to a task.
- ClickUp · Create a subtask — Adds a subtask under a task, in the task's list.
- ClickUp · Track time — Records time spent on a task.
Every step except Find tasks and Get a task is tagged Changes data.
Who can do this
Workspace Admins and Editors, on every plan. Viewers see the steps' settings but cannot change them.
Before you start
A ClickUp connection in this workspace — see Connect ClickUp.
Steps
Create a task:
- Select + where the step should go. In the step picker, open Apps, select ClickUp, then Create a task. Or search ClickUp.
- In Connection, choose your ClickUp connection.
- Choose where the task goes: Workspace (Consulace), Space (Delivery), Folder and List (Client onboarding · 24 tasks). For a list straight in the space, choose No folder in Folder — No folder, for lists straight in the space.
- In Name, type the task's name — Onboard Northwind Logistics.
- Optional:
- Description — Markdown.
- Assignees — Emails, usernames or user ids, separated with commas. For example asha@consulace.com.
- Status — one of the list's own statuses, each marked Not started, Active, Done or Closed. Empty: the list's first status.
- Priority — None (the default), Urgent, High, Normal or Low.
- Due date — A day, or a day and a time — 2026-10-09T11:30:00Z.
- Tags — Separate several with commas.
- Custom fields — the list's own fields, each with its type: text, number, money, date, choice, labels, checkbox, people. Read from the list. A drop-down by its option's name; people by email; a checkbox true or false. Only those you fill in are set.
- Select Run this step to try it. This adds a real task.
Update a task:
- In Task, the task's id — The task's id or address. Usually the
idfrom the step that created or found it. - Fill in only what should change — Empty fields are left as they are.
- Name, and Description — Markdown. Replaces the description.
- Status — The status's name, as the task's list has it. For example in progress.
- Priority — Leave it (the default), Urgent, High, Normal or Low.
- Due date.
- Add assignees and Remove assignees — Emails, usernames or user ids, separated with commas.
- To set custom fields, choose the task's Workspace, Space, Folder and List — Workspace, space, folder and list only to set custom fields — they are the list's own. — then fill them in under Custom fields. Read from the list. Only those you fill in change.
Get a task, Add a comment, Attach a file:
- In Task, the task's id or address.
- For Add a comment, type the Comment — Contract signed.
- For Attach a file, choose the File — A file from an earlier step. — and optionally a Name — Optional — the file's own name otherwise.
Create a subtask:
- In Parent task, the parent's id or address. The subtask goes in the parent's list.
- Type the Name — Send the welcome pack — and optionally Description, Assignees, Status (The status's name, as the parent's list has it. Empty: its first status.), Priority, Due date and Tags.
Find tasks:
- Choose the Workspace, Space, Folder and List.
- Optional:
- Statuses — Any of these, separated with commas. Empty: every open status. For example in progress, review.
- Assignees — Any of these — emails, usernames or user ids, separated with commas.
- Due after and Due before — dates, 2026-10-01 and 2026-10-31.
- Include closed tasks — off to begin with.
- In Most tasks, how many at most — Up to 1,000. It starts at 100.
Track time:
- Choose the Workspace, and in Task the task's id or address.
- In Duration, how long — Minutes (90), or hours and minutes — 1h 30m, 1:30.
- Optional: in Start, when the work began — Empty: the time is taken to have ended now. And Notes.
Every list offers Use a value above it, to give an id from an earlier step instead; Choose from the list goes back.
Output
| Step | What it gives |
|---|---|
| Create a task, Update a task, Get a task, Create a subtask | The task — id, name, description, url, status, priority (Urgent, High, Normal or Low), assignees, tags, dueDate, createdAt, listId, listName, parentId (for a subtask), and each custom field by its name. |
| Find tasks | count, tasks (each with the keys above) and first. |
| Add a comment | The comment's id, taskId and text. |
| Attach a file | The attachment's id, name and url. |
| Track time | The time entry's id, taskId, startAt, duration (minutes) and durationText (1 h 30 min). |
assignees is a list of usernames, dueDate and createdAt times in UTC. A custom field comes out by its type: a drop-down by its option's name, labels and people as lists of names, a checkbox as true or false.
Good to know
- Find tasks gives one item, with
count, the list oftasksand thefirst. When nothing matches, the run goes down When nothing is found instead, withfoundset to false — see When a Find step finds nothing. - Find tasks leaves out closed tasks unless Include closed tasks is on, or Statuses names some — naming statuses takes closed ones of those names too. Subtasks are included.
- Statuses and custom fields belong to the list. Choosing another list in the step loads its own.
- Track time needs time tracking turned on for the ClickUp Space — the Time Tracking ClickApp.
- Each item runs the step once. Ten items add ten tasks.
If something goes wrong
| What you see | Why | What to do |
|---|---|---|
| Task “…” is not a ClickUp id. | Task came out as something else. | Check the value it reads — an id, or a task's address. |
| Nothing to change — give a name, description, status, priority, due date, assignees or a custom field. | Update a task has nothing filled in. | Fill in what should change. |
| Choose the list — custom fields are the list's own. | Custom fields are filled in with no List. | Choose the task's list. |
| Nobody called “…” is in your ClickUp workspaces — give their email, username or user id. | An assignee is not in any ClickUp Workspace the token reaches. | Check the email or username. |
| Priority “…” is not one of Urgent, High, Normal or Low. | A priority from an earlier step is something else. | Give one of the four, or 1 to 4. |
| Due date “…” is not a date — 2026-10-09, or 2026-10-09T11:30:00Z with a time. | A date field is not a date. | Give a date, or a date and time. |
| Duration “…” is not a length of time — 90 (minutes), 1h 30m or 1:30. | Duration cannot be read. | Write it as minutes or hours and minutes. |
| Stage has no option “Won”. Its options: Lead, Proposal, Signed. | The value is not one of the field's options. | Use one of the options it names. |
| The list has no custom field named “Stage”. Refresh the fields and choose again. | The field was renamed or removed in ClickUp. | Select Refresh on Custom fields. |
| "ClickUp refused: Status not found." | The status was renamed or removed, or is not one of this list's. | Use a status the list has. |
| "ClickUp refused: … Check the connection's details on Connections." | The token was regenerated, or the account cannot reach that list. | Replace the token, or ask for access to the list. |
| "Could not reach ClickUp: …" or "ClickUp did not answer within 30 seconds." | ClickUp could not be reached, or was asked too often. | The step can try again — see Make a step try again when it fails. |