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Connecting ClickUp to Drata
Connecting ClickUp to Drata

Making the initial connection to Clickup

Ashley Hyman avatar
Written by Ashley Hyman
Updated over a week ago

HERE'S WHY

Connecting ClickUp to Drata allows for the automated checks and evidence collection to prove to auditors that your company follows its vulnerability management policy and procedures.

BEFORE DIVING IN

Make sure you have admin access to your company's ClickUp account.

HERE'S HOW

Follow these instructions to connect ClickUp to Drata:

1. Click on your company's name in the lower left corner.

2. Click "Connections" from that menu.

3. Click the "Connect" button for the ClickUp integration.

The connection drawer will ask you to enter the tag you use to mark Security issues. This is NOT case-sensitive; ClickUp automatically downcases all labels and priority fields.

4. Once you click 'Connect your ClickUp account', you'll be prompted to choose the workspaces you want to grant Drata access to. Choose 1 or more, then click 'Connect Workspaces'.

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You can retroactively change your Workspace permissions from the ClickUp portal if you add or remove Workspaces from Drata's scope.

ClickApps

In order to prove that your Security tickets are prioritized, your Workspaces have to support the following ClickApps:

  • Priority

  • Tags

You can enable these at the Workspace level during provisioning:

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Or at a later time, through a given Workspace's settings. Expand the menu in the bottom-left of your screen, choose a workspace, then click 'Settings'.

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Enable Priority and Tags from the ClickApps menu.

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Adding / Removing Workspaces from Drata connection

  1. Expand the menu in the bottom-left of your screen, then click 'My Settings'.

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2. From the sidebar, select 'Apps'.

3. In the Drata app, expand the Workspaces dropdown and select all of the workspaces you currently want covered.

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