ClickUp

生產力

透過 Neotask 在 Neotask 上控制 ClickUp 任務與空間

• 在空間、資料夾與清單中建立並更新任務
• 管理自訂欄位、狀態與優先級
• 在整個 ClickUp 工作區中搜尋任務

您可以做什麼

Neotask 透過 Neotask 進入您的 ClickUp 工作區，讓您以對話方式存取這個最強大的專案管理平台之一。

任務建立與細節 建立包含完整 ClickUp 細節的任務：自訂狀態、優先級、負責人、截止日期、時間估算與自訂欄位值--全部在一條自然語言訊息中指定。

工作區導航 瀏覽您的空間、資料夾與清單。了解 ClickUp 層次結構的組織方式，無需手動瀏覽側欄。

自訂欄位管理 讀取並寫入任何類型的自訂欄位--文字、數字、下拉選單、日期、貨幣等。ClickUp 的靈活性可透過對話完全存取。

狀態工作流程 透過自訂狀態工作流程移動任務。無需點擊 ClickUp 介面即可將任務從「開放」更新為「審核中」再到「完成」。

時間追蹤 記錄任務的時間、查看已追蹤時間，並檢查時間估算與實際情況--對於計費、容量規劃和績效審查非常有用。

篩選搜尋 依狀態、負責人、優先級、截止日期、自訂欄位值或任意組合在工作區中尋找任務。無需手動瀏覽。

試著提問

• 「在工程空間、前端資料夾、Sprint 12 清單中建立任務：『實作暗色模式切換』，指派給 Alex，5 天後到期，優先級緊急」
• 「顯示行銷空間中狀態為審核中的所有任務」
• 「將『結帳流程重新設計』任務的自訂欄位『Story Points』更新為 8」
• 「ClickUp 中指派給我的逾期任務有哪些？」
• 「在 ClickUp 中的『API 整合』任務記錄 2 小時」
• 「將 Sprint 11 中所有進行中的任務移至完成狀態」
• 「在工程空間中建立名為『錯誤修復』的清單，包含以下 4 個任務：[列出清單]」
• 「尋找所有優先級為緊急且 3 天未更新的 ClickUp 任務」

進階技巧

• ClickUp 的層次結構（工作區 → 空間 → 資料夾 → 清單 → 任務）可以按名稱導航--無需 ID。
• 請求 Sprint 摘要：「給我 Sprint 12 所有任務的狀態分解」即時顯示按狀態分類的計數。
• 使用 Neotask 遷移任務：描述您需要移動的內容，它會自動處理層次結構導航。
• 對於時間追蹤，直接引用任務名稱：「本月重新設計專案記錄了多少時間？」可跨任務匯總。
• ClickUp 的自訂欄位使其高度靈活--在建立任務之前詢問 Neotask 清單有哪些自訂欄位，以確保準確的資料輸入。

Plans

Works Well With

• ActiveCampaign - Connect ActiveCampaign and ClickUp to automate marketing task management, campaign tracking, and team coordination with ...
• Airtable - Connect Airtable and ClickUp to sync database records with project tasks automatically.
• Apollo - Connect Google Ads and Salesforce with Neotask to track leads from click to closed deal, sync conversions automatically,...
• Asana - Connect ClickUp and Asana to sync tasks, statuses, and deadlines. Migrate or run both project tools together.
• Baserow - Connect Baserow and ClickUp with Neotask to keep your no-code database and project management tools in perfect sync. Aut...
• Bitrise - Connect Bitrise and ClickUp to sync mobile CI/CD pipelines with project tasks. Automate build updates, track deployments...
• BoldSign - Connect BoldSign and ClickUp to automate document signing workflows, track approvals in tasks, and eliminate manual foll...
• Brevo - Connect BoostSecurity and WhatsApp to send real-time security alerts, dependency risk notifications, and application sec...
• Cal.com - Connect Cal.com and ClickUp with Neotask to automate booking workflows, create tasks from meetings, and keep your schedu...
• Calendly - Connect ClickUp and Calendly to create tasks from meeting bookings.
• Discord - Connect Discord and ClickUp with Neotask AI. Get task updates in channels, create tasks from chat, and manage projects f...
• Figma - Connect Figma and ClickUp to sync designs with tasks automatically. Streamline handoffs and ship faster.
• GitHub - Connect GitHub and ClickUp to sync commits, PRs, and issues with project tasks automatically.
• Google Calendar - Sync ClickUp tasks with Google Calendar for seamless scheduling. Fix sync issues and enable 2-way sync with Neotask.
• Google Drive - Connect ClickUp and Google Drive to auto-attach files, create folders, and sync project assets. No code required.
• Google Forms - Connect ClickUp and Google Forms with Neotask to automatically create tasks from form submissions. Streamline your workf...
• Google Sheets - Connect ClickUp and Google Sheets with Neotask to sync project data, automate task reporting, and keep your spreadsheets...
• Granola - Connect ClickUp and Granola with Neotask to turn meeting notes into tasks, sync action items, and keep your projects mov...
• HubSpot - Bridge ClickUp tasks and HubSpot deals so your project and sales teams always work from the same data.
• Intercom - Connect Intercom and ClickUp to turn conversations into tracked tasks.
• Jenkins - Connect ClickUp and Jenkins with Neotask to automate CI/CD project management. Sync build statuses to your project board...
• Jira - Connect ClickUp and Jira to sync tasks, issues, and sprints across both platforms automatically.
• Microsoft Teams - Connect ClickUp and Microsoft Teams for real-time project alerts in your team channels.
• Miro - Connect Miro and ClickUp to bridge visual brainstorming and task execution. Turn whiteboard sessions into tracked work.
• Monday.com - Connect ClickUp and Monday.com to sync tasks, statuses, and deadlines across both project platforms.
• Netlify - Connect ClickUp and Netlify with Neotask to automate deployment tracking, link builds to tasks, and keep your entire dev...
• Notion - Connect ClickUp and Notion to sync tasks with knowledge base pages automatically.
• Perplexity - Connect ClickSend and Egnyte with Neotask to automate SMS notifications for file activity, document approvals, and conte...
• Pigment - Connect ClickUp and Pigment with Neotask to automate project planning, sync financial data, and streamline your workflow...
• Pipedrive - Connect Pipedrive and ClickUp to turn deals into managed tasks.
• Salesforce - Connect ClickSend and Evernote with Neotask to automate SMS logging, message tracking, and note organization without wri...
• Shopify - Connect Shopify and ClickUp to automate ecommerce task management.
• Slack - Connect ClickUp tasks to Slack channels so your team gets instant updates, reminders, and escalations.
• Spotify - Connect ClickSend and Fireflies with Neotask to automatically send SMS recaps, action items, and meeting summaries to an...
• Stripe - Connect ClickUp and Stripe to create tasks from payment events automatically.
• Trello - Connect ClickUp and Trello to sync tasks, cards, and statuses across both project management platforms.
• Twilio - Connect ClickSend and Jenkins with Neotask to send SMS alerts on build results, pipeline failures, and deployment status...
• Webflow - Connect ClickUp and Webflow with Neotask to automate project tasks, sync content workflows, and ship sites faster withou...
• YouTube - Connect ClickSend and Mailchimp with Neotask to automate multichannel campaigns, sync audiences, and send SMS follow-ups...
• Zapier - Connect ClickUp and Zapier to automate task management.
• Zeplin - Connect ClickUp and Zeplin with Neotask to automate design handoff, sync specs to tasks, and keep your product team alig...
• Zoom - Connect ClickSend and OneDrive with Neotask to automate SMS notifications for file activity, document sharing alerts, an...
• ZoomInfo - Connect ClickUp and ZoomInfo with Neotask to automate sales prospecting, enrich leads, and turn intelligence into tracka...

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