ClickUp

The integration with ClickUp enhances project management by seamlessly importing tasks for test case design and facilitating the sending of TestMonitor issues.

The integration between ClickUp and TestMonitor offers a practical solution for efficient project management. By importing ClickUp tasks as requirements into TestMonitor, teams can carefully craft test cases that encompass all project elements. Moreover, the capability to seamlessly send failed test results directly as tasks to ClickUp establishes a clear feedback loop, facilitating quick issue resolution and enhancing project transparency.

Integrating TestMonitor into ClickUp enhances efficiency, streamlines processes, boosts visibility, and fosters teamwork for successful project management.

About ClickUp

ClickUp is a versatile project management and productivity platform that allows teams to collaborate, organize tasks, and streamline workflows in a unified workspace. It offers a wide range of features, including task management, document sharing, time tracking, and integrations, making it a comprehensive solution for teams of all sizes.

Features

Here's a list of features available for the ClickUp integration:

• Send issues as tasks to ClickUp
• Import tasks as requirements in TestMonitor
• Import tasks as issues in TestMonitor

Prerequisites

Before you can use this integration, make sure that you meet these requirements:

• You must either be a admin or have the project manager role in TestMonitor.
• You have an active ClickUp account.
  • This account has permissions for task management (create and update tasks).

When all these requirements are met, you can proceed with connecting to ClickUp.

Connect to ClickUp

Go to the Project Settings of the project you wish to set up an integration with. Once you have opened the project settings page:

1. Head over to the Integrations section and click on the ClickUp panel.
2. In the top right corner, click on Connect. The connection wizard appears.
3. Click on Authenticate. You'll be redirected to ClickUp (if you're not signed in with your ClickUp account, now is the time to authenticate).
4. Allow the TestMonitor app to access your workspace by clicking Connect Workspace. You'll be redirected back to TestMonitor.
5. When authentication is successful, proceed to the next step.
6. Select your ClickUp workspace and space. Proceed to the next step.
7. Select a list to connect to your TestMonitor project. If your list is in a folder, select a folder first. Proceed to the last step.
8. Click on Finish to complete the connection wizard.

You're now ready set up one or more features this integration has to offer.

Import tasks from ClickUp

By importing tasks from ClickUp, users have the flexibility to categorize them as either requirements or issues within TestMonitor, enhancing project organization and streamlining the testing process. This process enhances efficiency by eliminating the need for manual imports and exports, while also establishing a seamless connection between ClickUp and TestMonitor.

Import tasks as requirements

Transferring tasks as requirements from ClickUp to TestMonitor jumpstarts your testing project, enabling seamless creation of test cases that align with your project goals and objectives efficiently.

To enable this feature, first, make sure you're connected to ClickUp. Then, follow these steps to configure the import feature:

1. In the Requirements panel, click on Set up...
2. Enable the Import requirements option in the first page of the wizard and proceed to the next step.
3. Select a Default type for imports. Click Confirm to proceed.
4. Click Finish to activate the Import requirements feature.

When enabled, head over to your project's requirements to start importing issues:

1. In the top-right corner, click on Import from ClickUp. The ClickUp task browser will open.
2. Select one or more tasks by clicking on the checkboxes on the left side. You can use both the filters as well as the search feature to narrow down the list.
3. Once you've selected the tasks you want to import, click on Import to proceed.

TestMonitor will import the selected tasks as requirements.

Import tasks as TestMonitor issues

Quickly transfer tasks from ClickUp to create a thorough list of all your issues, easily accessible in TestMonitor. This enables you to effortlessly develop test cases and verify their resolution.

To enable this feature, first, make sure you're connected to ClickUp. Then, follow these steps to configure the import feature:

1. In the Issues panel:
   1. If you haven't configured the issues feature yet, click on Set up...
   2. When you've already configured the feature: click on Configure.
2. Enable the Import issues option in the first page of the wizard and proceed to the next step.
3. Enter your preferred options for the status and category fields by specifying the Default status and Default category.
4. Proceed through the remaining steps until you reach the final step.
5. Click Finish to activate the Import issues feature.

When enabled, head over to your project's issues to start importing tasks:

1. In the top-right corner, click on Import from ClickUp. The ClickUp task browser will open.
2. Select one or more tasks by clicking on the checkboxes on the left side. You can use both the filters as well as the search feature to narrow down the list.
3. Once you've selected the tasks you want to import, click on Import to proceed.

Send issues to ClickUp

By sending issues to ClickUp from TestMonitor, teams can effectively prioritize and track problem resolution. This seamless integration allows for quick identification of issues, assignment to team members, and ongoing monitoring of progress.

To enable this feature, first, make sure you're connected to ClickUp. Then, follow these steps to configure the send issues feature:

1. In the Issues panel:
   1. If you haven't configured the issues feature yet, click on Set up...
   2. When you've already configured the feature: click on Configure.
2. Enable the Send issues option in the first page of the wizard.
3. Proceed to the Send step and configure this option:
   • Send by default: Enables the Send to ClickUp toggle as a default.
4. Proceed to the Confirm step and click Finish to activate the Send issues feature.

You are now ready to send issues to ClickUp.

Send new issues to ClickUp

Once the Send issues feature has been enabled, you can send new TestMonitor issues directly to ClickUp. Head over to your project's issue management and follow these instructions:

1. Click the Add Issue... button.
2. Fill in the issue's details.
3. Enable the Send to ClickUp toggle.
4. Click Create to confirm.

Once the process is complete, your issue will be created and sent to ClickUp. Within the issue overview, a small ClickUp badge will display the ClickUp task ID code alongside the issue, serving as a direct link to the corresponding ClickUp page. Simply click on the badge to navigate directly to the ClickUp task page for further details on the issue.

The ClickUp task name will be aligned with TestMonitor, and the description will include the following details:

• Description (TestMonitor)
• Status
• Priority
• Category
• Assignee
• Custom fields (and their values)

Send existing issues to ClickUp

You can send issues already present in TestMonitor by following these instructions:

1. Open the issue's detail page.
2. In the top-right corner, click on the ClickUp logo. A dropdown menu will appear.
3. Click on Send to ClickUp.

Once the procedure has been completed, your issue will be successfully sent to ClickUp and linked to the corresponding TestMonitor issue.

Unlink issues from ClickUp

If you have mistakenly linked the incorrect issue or simply wish to unlink the issue, you can follow these steps:

1. Open the issue's detail page.
2. In the top-right corner, click on the ClickUp logo. A dropdown menu will appear.
3. Click on Unlink from ClickUp.
4. Confirm your action by clicking Unlink.

Once the process is finished, the connection with ClickUp will be removed.

Disconnect the ClickUp Integration

If the integration is no longer required or your project comes to an end you can easily disconnect the integration. 

To disconnect the integration, go to the Project Settings of the integration's project and follow these steps:

1. Head over to the Integrations section and click on the ClickUp panel.
2. In the top right corner, click on Disconnect... The connection wizard appears.
3. Click Disconnect to confirm.

Troubleshooting

If you encounter errors involving the ClickUp integration with TestMonitor, here are some steps you can take to troubleshoot the issue:

Inspect the integration log

The integration log assists in identifying the reasons for integration failures by listing all encountered issues while interacting with ClickUp. To access the log, follow these instructions:

1. Open the integration page
2. Click on the link in the right panel that reports the number of integration issues.

Investigate the log entry by reviewing the error type and description. You can dismiss the error by clicking on the check button on the right.

Re-enable the integration

If an integration fails due to a communication error or glitch, re-enabling it on the integration page may resolve the issue. Test importing or sending a test object to ensure proper functionality.

Re-authenticate the integration

Your integration may have become disabled due to an authentication error. This could occur if the credentials used for authentication have expired or become invalid.

1. Click on the three-dotted menu in the top-right corner.
2. Select Re-authenticate...
3. Confirm your action and provide your credentials when asked.
4. Check if the problem persists by either importing or sending a test object.

Contact support

If these solutions do not resolve your issue, feel free to reach out to our support team for additional assistance.