{
  "@type": "help_guide",
  "id": "clickup-tasks",
  "title": "ClickUp tasks",
  "kind": "feature",
  "summary": "Nexus creates ClickUp tasks for the client four ways: from a Google Sheet, from a pasted list, by planning a project from a brief, or by pulling action items out of meeting notes. Every way shows you a preview first (count, sample, and for plans a roadmap Google Sheet), and nothing is created until you approve.",
  "aliases": [
    "clickup",
    "clickup tasks",
    "create tasks",
    "bulk import tasks",
    "import a roadmap",
    "project plan",
    "roadmap",
    "duplicate tasks",
    "recurring tasks",
    "task from meeting notes"
  ],
  "engine": "growth_loop",
  "agents": [],
  "related": [
    {
      "id": "growth-loop-engine",
      "page": "https://nexus.effiqs.com/help/growth-loop-engine"
    },
    {
      "id": "meetings",
      "page": "https://nexus.effiqs.com/help/meetings"
    },
    {
      "id": "meeting-history",
      "page": "https://nexus.effiqs.com/help/meeting-history"
    },
    {
      "id": "digests",
      "page": "https://nexus.effiqs.com/help/digests"
    }
  ],
  "reviewed": "2026-10-15",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "Nexus creates ClickUp tasks for the client four ways: from a Google Sheet, from a pasted list, by planning a project from a brief, or by pulling action items out of meeting notes. Every way shows you a preview first (count, sample, and for plans a roadmap Google Sheet), and nothing is created until you approve."
    },
    {
      "heading": "Set it up",
      "key": "set-it-up",
      "markdown": "1. ✋ Pin the client's ClickUp list: **\"Pin this ClickUp list for the client: [url].\"** A link to any task in the list works. A link to a view of the list is not the list itself.\n2. Assignees are matched against the team roster, so keep the roster current."
    },
    {
      "heading": "Use it",
      "key": "use-it",
      "markdown": "**From a sheet or a pasted list.** **\"Create ClickUp tasks from this sheet: [link].\"** Nexus parses every row and replies with the count and the first few tasks.\n- Fold columns into the description by name or by letter: **\"Create ClickUp tasks from this sheet: [link], and put columns K and L in the description.\"** When you use letters, Nexus first shows which header each letter is and waits for you to confirm, so a shifted column can't put the wrong text on every task.\n- Add a prefix to every title: **\"Import these tasks and add TEST in front of each task name: [link].\"**\n- Columns like Sprint Month, Phase or Workstream become ClickUp custom fields, not description text.\n\n**Plan a project from a brief.** **\"Build a project plan for the website migration.\"** Nexus drafts tasks grounded in the client's strategy and team, and delivers a roadmap Google Sheet to review. Say who owns what and it's honored: \"anything SEO goes to Ana\".\n\n**Roadmap from the strategy.** **\"Build a roadmap from the client's G2M.\"** Nexus reads the G2M first, then plans from it.\n\n**Action items from meeting notes.** **\"Turn these meeting notes into a task plan.\"** Paste the notes in the same message. For a meeting Nexus already ingested, see the meeting history guide.\n\n**Approve.** **\"Approve, create all the tasks.\"** One approval creates everything. To create only part: **\"Create only rows 1 to 10.\"** Due dates that land on a weekend move to the next business day; name holidays and they're skipped too.\n\n**Copy recurring tasks to next month.** **\"Duplicate the June sprint tasks for July.\"** Nexus finds the tasks by their custom field, shows the copies it would make (same assignees, priority and description, new month, shifted dates), and creates them after you confirm.\n\n**One task at a time.**\n- **\"Create a ClickUp task to update the pricing page, due Friday.\"** Nexus previews it, then creates it on your yes.\n- **\"Move the pricing page task to next Tuesday.\"**\n- **\"Comment on the pricing page task: copy is approved.\"**\n- **\"What's overdue in the client's ClickUp?\"**"
    },
    {
      "heading": "Troubleshooting",
      "key": "troubleshooting",
      "markdown": "- **Nexus says the proposal wasn't found.** A plan or import is stored until it's used, so a yes hours later still works. If Nexus can't find it, ask it to parse the sheet again; you get a fresh preview.\n- **A custom field was dropped.** The field name in the sheet doesn't match a field on the ClickUp list. Nexus names the field in its reply; add it to the list or rename the column.\n- **The sheet can't be read.** Share it with the Google account your Nexus team gave you as Viewer."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"Pin this ClickUp list for the client: [url].\"\n- \"Create ClickUp tasks from this sheet: [link].\"\n- \"Create ClickUp tasks from this sheet: [link], and put columns K and L in the description.\"\n- \"Import these tasks and add TEST in front of each task name: [link].\"\n- \"Build a project plan for the website migration.\"\n- \"Build a roadmap from the client's G2M.\"\n- \"Turn these meeting notes into a task plan.\"\n- \"Approve, create all the tasks.\"\n- \"Create only rows 1 to 10.\"\n- \"Duplicate the June sprint tasks for July.\"\n- \"Create a ClickUp task to update the pricing page, due Friday.\"\n- \"Move the pricing page task to next Tuesday.\"\n- \"Comment on the pricing page task: copy is approved.\"\n- \"What's overdue in the client's ClickUp?\""
    }
  ],
  "prompts": [
    {
      "text": "Pin this ClickUp list for the client: [url].",
      "tool": "pin_clickup_list"
    },
    {
      "text": "Create ClickUp tasks from this sheet: [link].",
      "tool": "propose_clickup_tasks_bulk"
    },
    {
      "text": "Create ClickUp tasks from this sheet: [link], and put columns K and L in the description.",
      "tool": "propose_clickup_tasks_bulk"
    },
    {
      "text": "Import these tasks and add TEST in front of each task name: [link].",
      "tool": "propose_clickup_tasks_bulk"
    },
    {
      "text": "Build a project plan for the website migration.",
      "tool": "generate_clickup_project_plan"
    },
    {
      "text": "Build a roadmap from the client's G2M.",
      "tool": "generate_clickup_project_plan"
    },
    {
      "text": "Turn these meeting notes into a task plan.",
      "tool": "generate_clickup_project_plan"
    },
    {
      "text": "Approve, create all the tasks.",
      "tool": "enqueue_clickup_tasks_bulk_create"
    },
    {
      "text": "Create only rows 1 to 10.",
      "tool": "enqueue_clickup_tasks_bulk_create"
    },
    {
      "text": "Duplicate the June sprint tasks for July.",
      "tool": "duplicate_clickup_tasks_by_custom_field"
    },
    {
      "text": "Create a ClickUp task to update the pricing page, due Friday.",
      "tool": "propose_clickup_task"
    },
    {
      "text": "Move the pricing page task to next Tuesday.",
      "tool": "propose_clickup_task_update"
    },
    {
      "text": "Comment on the pricing page task: copy is approved.",
      "tool": "add_clickup_task_comment"
    },
    {
      "text": "What's overdue in the client's ClickUp?",
      "tool": "read_client_tasks"
    }
  ],
  "page": "https://nexus.effiqs.com/help/clickup-tasks",
  "markdown": "https://nexus.effiqs.com/help/clickup-tasks.md"
}