ClickUp is one of the project and work management tools Filed connects to. Ask Filed Chat which client tasks are due before a deadline or what is assigned to a preparer, and it reads from the Workspaces and Lists the connected user can access. Routines can run the same checks on a schedule.
Write access stays off unless your firm turns it on. With it enabled, Filed can create or update approved tasks, which keeps follow-up and assignment work consistent after your firm has reviewed the outcome.
How it works
- See projects, tasks, assignments, and due dates
- Find items that need review before a deadline
- Create or update approved tasks with write access
- Works within the connected user's Workspace and List access
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Clickup information for [client name] for [date range].
Find items in Clickup that need review before [deadline].
With write access enabled, prepare the approved Clickup update and show the proposed changes first.
The questions firms ask us
You authorize with a ClickUp user who can access the required Workspace, Spaces, Folders, and Lists. Filed then works with what that user can see.
Filed only sees what the connected user can open. Confirm that user can access the List and that it belongs to the connected Workspace.
Only when write access is enabled on the connection. Keep it off when Filed should only read task data.