Seamlessly import projects from ClickUp into Meisterplan, keep them up to date, and view task level insights directly in the Information Panel. This article explains how to connect ClickUp, import and link projects, and understand what data is imported.

• General
  • Prerequisites
  • Required User Rights
• Importing Projects from ClickUp
  • Result
• Linking Meisterplan Projects with ClickUp Projects
  • Result
• ClickUp Link Settings
• Viewing ClickUp Data in Meisterplan
  • Visualizing Tasks in Meisterplan
  • Comparing Data on the Project Level
  • Comparing Data Across the Portfolio

General

The first time you import projects from ClickUp, a link is automatically created with the ClickUp space you selected. The next time you import projects from ClickUp, you can either select an existing link or create a new link with a different space.

Prerequisites

• The Extended Integration Hub in the left sidebar under Integrations > Connected Tools > General Settings is enabled.
• There is an Automation User with the necessary user rights.

Required User Rights

Your user group must have the following rights:

• Under Manage > User Groups > Integrations > Connected Tools > Project & Task Management Tools at least 
  • the option Use to import projects from tools already connected and see task details.
  • the option Configure to connect further tools.
• Under Manage > User Groups > Integrations > Import & Export the Import Data right.

Importing Projects from ClickUp

1. In the Portfolio Designer, the List view, or the Board view, click Add in the toolbar and select Import Projects > ClickUp.
2. Select Link Details:
   1. If this is the first time connecting ClickUp to your Meisterplan system, you need to: 
      1. Confirm the authentication query that pops up automatically.
      2. Select the ClickUp space:
         
   2. If there already is an ClickUp link, you must:
      1. Select the link you want to use:
         
      2. Or, add a new link and select the space and name:
         
3. Click Continue in the top right.
4. Select the projects you want to import from the respective folders:
   
5. If there is still sample data in your Meisterplan, you can decide whether to delete or keep it.
6. Click Import.

Result

• The selected projects will be imported as Meisterplan projects. If there is no start and end date in ClickUp, the Meisterplan project starts on the day of the import and ends one month later. If start and end dates exist, they are applied during the import.
• A link to ClickUp is created (unless the link already exists).
• Assignees in ClickUp will be matched to existing Meisterplan resources or, if no match is found, imported as new resources and allocated to the new Meisterplan projects.
• Task efforts will be summed per assignee and added as resource allocations.
• The new Meisterplan projects will be linked to their ClickUp counterparts.

Linking Meisterplan Projects with ClickUp Projects

To link an existing project in Meisterplan with its ClickUp counterpart, select the project in a view such as the Portfolio Designer or List, and open the Task Insights in the Information Panel:

Select ClickUp and follow the steps described under Importing Projects above.

Result

The Meisterplan project will be linked to its ClickUp counterparts.

ClickUp Link Settings

In the left sidebar under Integrations > Connected Tools > Project & Task Management Tools, you can find a list of all tools connected via the Extended Integration Hub, Jira, or the Task API. Select an ClickUp link to edit its name and view the space that is configured in the link.

Viewing ClickUp Data in Meisterplan

When a Meisterplan project is linked to its ClickUp counterpart, you can view and compare task effort from ClickUp with planned allocations in Meisterplan.

Visualizing Tasks in Meisterplan

In the project details of a connected project, you can see the tasks from ClickUp on a timeline, grouped by task date. This helps you stay up to date on what is planned in ClickUp and keep an eye on dependencies within the project. Learn more in the article Project Details - Task Timeline.

Comparing Data on the Project Level

You can find a detailed comparison of allocations and effort in the Information Panel of each connected project. In addition, you can see which tasks have been completed and which are still open. Learn more in the article Comparing ClickUp Effort in the Information Panel.

Comparing Data Across the Portfolio

You can compare ClickUp data across all projects by using specific fields, colors or filters in views such as the List or the Portfolio Designer. Find out more about this in the article Comparing ClickUp Effort in Different Views.

Learn how to configure the threshold for the allocation deviation in the article Connect Tools via the Extended Integration Hub.