The ClickUp integration enables security and compliance teams to coordinate remediation and compliance work across their organization. It connects Drata to ClickUp so your team can create tasks for controls, tests, and risks and assign them to team members for resolution.
Key Capabilities
Task creation: Create ClickUp tasks or subtasks directly from Drata
Compliance workflow coordination: Assign tasks related to controls, tests, or risks
Task visibility: Track ticket status and assignments directly from Drata
This integration is used to automate workflows related to remediation tasks and compliance activities, helping teams manage work required to maintain security and compliance.
Prerequisites & Data Access
A ClickUp account with access to the workspace you want to connect
Admin access in Drata to configure the ClickUp connection
Required Drata Role with Write access: Admin, Workspace Managers, DevOps Engineer
Access Reviewers (Access Reviewers can only Read the connection page they can’t make changes)
Additional role permissions in Drata:
Admin – Can configure or modify the ClickUp connection
Information Security Leads – Can create and view ClickUp tasks in Drata but cannot configure the connection
ClickUp configuration requirements:
ClickUp workspace should support the following ClickApps:
Priority
Tags
Permissions & Data Table
Permission/Scope | Why It’s Needed |
ClickUp workspace access | Allows Drata to create and manage tasks within the selected workspace |
Priority ClickApp | Enables task prioritization for security issues |
Tags ClickApp | Allows tasks to be categorized as security-related |
Step-by-Step Setup
Step 1: Verify ClickUp Workspace Configuration
Log in to ClickUp.
Navigate to the workspace you plan to connect.
Select your user account → Apps → ClickApps.
Confirm that the following ClickApps are enabled:
Priority
Tags
Expected outcome: The ClickUp workspace supports task prioritization and tagging required for security tasks.
Step 2: Prepare Security Task Tag
Determine the tag used in ClickUp to categorize security-related tasks.
If your organization does not use Security as the tag, note the tag you use instead.
Expected outcome: You know the correct security label used in your ClickUp workspace.
Step 3: Connect ClickUp in Drata
Log in to Drata → go to the Connections page.
Navigate to your Available Connections.
Search for and start the ClickUp connection process.
Enter or confirm the Security Label used to categorize security tasks.
Enable Write Access if you want Drata to create tasks in ClickUp.
Select Connect your ClickUp account.
When redirected to ClickUp:
Select the workspace(s) you want Drata to access
Approve the connection
Return to Drata to complete the setup.
Expected outcome:
ClickUp is successfully connected and Drata can create tasks in the selected workspace.
Important Notes
Drata pulls ClickUp configuration fields such as spaces, folders, lists, and task types based on your ClickUp setup.
Only Admins in Drata can configure or modify the ClickUp connection.
Information Security Leads can create and view tasks but cannot edit the integration.
Write Access must be enabled for Drata to create tasks in ClickUp.
Edge cases:
Only tasks created from Drata controls, tests, or risks appear in Drata’s ticket view.
Tasks created directly in ClickUp are not imported into Drata.
If multiple ticketing systems are connected, you must select ClickUp as the destination when creating a task.