ClickUp Skill

Overview

Claude can manage your ClickUp workspace to create tasks, organize projects, track goals, and collaborate with teams. An all-in-one productivity platform with extensive customization.

Quick Install

curl -sSL https://canifi.com/skills/clickup/install.sh | bash

Or manually:

cp -r skills/clickup ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set CLICKUP_EMAIL "your-email@example.com"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you’re comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Create and manage tasks
• Organize with spaces and folders
• Set priorities and due dates
• Track time on tasks
• Create custom statuses
• Use custom fields
• Set goals and targets
• Create docs and wikis
• Use whiteboards
• Automate workflows
• Create dashboards
• Manage sprints

Usage Examples

Example 1: Create Task

User: "Add a task 'Update documentation' to the Engineering space"
Claude: Opens space, creates task.
        Confirms: "Task 'Update documentation' created in Engineering"

Example 2: View Tasks

User: "What tasks are assigned to me in ClickUp?"
Claude: Opens My Tasks view, lists items.
        Reports: "8 tasks assigned: 2 Urgent, 4 High, 2 Normal priority"

Example 3: Update Task

User: "Mark the API refactor task as in progress"
Claude: Finds task, updates status to In Progress.
        Confirms: "Task status updated to In Progress"

Example 4: Track Goal

User: "What's our progress on Q4 goals?"
Claude: Opens Goals, reads progress.
        Reports: "Q4 Goals: 67% complete. Revenue target 80%, Feature launches 50%"

Authentication Flow

1. Claude navigates to app.clickup.com via Playwright MCP
2. Enters CLICKUP_EMAIL for authentication
3. Handles 2FA if required (notifies user via iMessage)
4. Maintains session for operations

Selectors Reference

// Sidebar
'.sidebar__content'

// Space list
'.sidebar__spaces'

// Task list
'.task-list'

// Task row
'.cu-task-row'

// Add task button
'.cu-add-task-button'

// Task name input
'.cu-task-title__input'

// Status dropdown
'.cu-status-button'

// Priority selector
'.cu-priority-button'

// Due date picker
'.cu-datepicker'

// Assignee
'.cu-assignee-button'

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Space Not Found: List available spaces, ask user
• Task Create Failed: Retry, verify folder access
• Status Update Failed: Check custom status configuration
• Permission Denied: Notify user of access issue

Self-Improvement Instructions

When you learn a better way to accomplish a task with ClickUp:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific workspace organization patterns
4. Note useful automation configurations

Notes

• Hierarchical structure: Workspace > Space > Folder > List > Task
• Custom statuses per list or folder
• Multiple views: list, board, calendar, Gantt, timeline
• Goals with measurable targets
• Docs for documentation
• Whiteboards for visual collaboration
• Sprint points for agile
• API available for automation