ClickUp
Google Sheets
playbook Template

Copy ClickUp tasks to Google Sheets

This playbook will save all ClickUp tasks in a list to Google Sheets.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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This playbook has been deprecated.
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How does this automation work?

Find ClickUp tasks
Action
Add data to sheet tab
Action
Run this ClickUp automation with Bardeen in minutes.

How to run the playbook

This automation will make managing your ClickUp tasks easier than ever before! With it, you can easily copy all your ClickUp tasks to Google Sheets.

Say goodbye to the hassle of manually transferring data between platforms or struggling to keep track of multiple tasks across different tools. With this automation, you can conveniently view and manage all your ClickUp tasks in one place.

Whether you're a project manager looking to keep track of multiple projects and deadlines, a team leader trying to delegate tasks, or simply looking for a better way to organize your to-do list, this automation can help.

Some common pain points that this automation can help solve include the need for better task management and organization, the time-consuming nature of manual data entry, and the challenge of tracking progress across different platforms.

Try out this automation today and experience the benefits of seamless integration between ClickUp and Google Sheets!

Let’s set it up!

Step 1: Pin the playbook and integrate ClickUp Google Sheets

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate ClickUp and Google Sheets.

Click on the playbook card, and the setup flow will start. Bardeen will prompt you to specify a ClickUp list and a Google Sheets spreadsheet.

Click on “Save Input” and checkmark ClickUp and Google Sheets. This will save you from repeating steps in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to copy ClickUp tasks to Google Sheets

Press Option + B on your keyboard to launch Bardeen. Run the playbook when you want to copy ClickUp tasks to Google Sheets. It will find all the tasks, extract the information and save them in your Google Sheets spreadsheet, saving you tons of time. T

 You can also edit the playbook and add your next action to further customize the automation.

Find more Google Sheets integrations, ClickUp integrations or explore Google Sheets and ClickUp integrations.

You can also find more about  how to increase your personal productivity and automate your data sourcing and research process.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy ClickUp tasks to Google Sheets
Copy ClickUp tasks to Google Sheets
Copy ClickUp tasks to Google Sheets
Types:
Both
Actions
Triggers
Update a task in ClickUp
Update a task in ClickUp
Action
Get table from Google Sheet
Get table from Google Sheet
Action
Create new spreadsheet tab
Create new spreadsheet tab
Action
Clear Google Sheet
Clear Google Sheet
Action
Create Google Sheet
Create Google Sheet
Action
When row is added to Google Sheet
When row is added to Google Sheet
Trigger
When row is added to or changed in Google Sheet
When row is added to or changed in Google Sheet
Trigger
Create comment to ClickUp task
Create comment to ClickUp task
Action
Update or add rows in/to sheet
Update or add rows in/to sheet
Action
When row changes
When row changes
Trigger
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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