✅How to add a task from the inbox to ClickUp

Please check this video for a visual, Adding a Task from the Omnichannel Inbox.

Purpose

To streamline the outreach process by leveraging the integration between ClickConnector and ClickUp. This process allows users to efficiently assign inbox messages or conversations as tasks within ClickUp, ensuring prompt and organized responses to all communications.

Process

1. Initiating ClickConnector Integration:

   • Open an inbox or a message within ClickConnector to view the conversation you wish to manage as a task.

   • On the right side of the screen, immediately upon opening a conversation, the option to connect with ClickUp is visible.

2. Assigning Tasks in ClickUp:

   • Assign the conversation as a task within your ClickUp workspace by selecting the option to do so.

   • Provide a task name, for example, "Follow up with Guest", and add a description to the task.

   • Upon completion, the task is automatically created and linked to your ClickUp workspace, allowing for seamless task management and tracking.

3. Managing Tasks in ClickUp:

   • To view or edit the task, navigate to the Workspace settings in ClickUp, then proceed to Workspace Management > Apps and Integrations > ClickUp.

   • Find the connected workspace and navigate to the default list, which could be set to a specific project, such as "VONAS Media HQ, Current Projects".

   • Access the "ClickConnector Omnichannel Inbox" list to view the tasks created from ClickConnector, enabling easy tracking and management of communication tasks.

4. Completing Tasks:

   • Once the required action (e.g., following up) is completed, mark the task as complete in ClickUp, ensuring that all communications are accounted for and managed efficiently.

Product

A streamlined process for managing outreach tasks.