> ## Documentation Index
> Fetch the complete documentation index at: https://learn.cleftnotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create ClickUp tasks from Cleft notes

> Automatically populate your ClickUp workspace with voice-captured action items and checkboxes

Transform voice notes into organized ClickUp tasks across your entire workspace. Perfect for teams using ClickUp's all-in-one workspace management system who want seamless integration with voice capture.

<Note type="warning">
  **🟡 In Review** — Coming soon to Zapier directory. [Learn more about the template](https://zapier.com/webintent/create-zap?template=255679464).
</Note>

## Install Template

<Card title="Create ClickUp tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679464" aria-label="Install Zapier template to create ClickUp tasks from Cleft notes">
  One-click setup for your ClickUp workspace. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in ClickUp from voice-captured checkboxes. Perfect for teams managing everything in ClickUp—work management, planning, and execution all in one place.

## How It Works

<Steps>
  <Step title="Voice Capture in Cleft">
    Create a note with your action items
  </Step>

  <Step title="Add Checkboxes">
    Format items as checkboxes:

    ```markdown theme={null}
    - [ ] Update website copy
    - [ ] Review design mockups
    - [ ] Prepare Q4 presentation
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint—review the items before they sync to ClickUp as tasks.
  </Step>

  <Step title="Trigger">
    Save the note to start automation
  </Step>

  <Step title="Extract">
    Python extracts all unchecked checkboxes
  </Step>

  <Step title="Create in ClickUp">
    Each checkbox becomes a ClickUp task
  </Step>

  <Step title="Workspace Ready">
    Tasks appear in your ClickUp workspace, assigned and organized
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **ClickUp** workspace with project access
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click Install Template above
2. Connect your Cleft account
3. Connect your ClickUp workspace
4. Select your target list or space
5. Configure assignments if desired
6. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to ClickUp as tasks.

Start capturing your team's work!

## Use Cases

### 1. Team Planning → ClickUp Space

Voice your sprint planning directly into ClickUp. Checkboxes auto-populate your space as tasks.

**Time saved**: 45 minutes per sprint (no manual task creation)

### 2. Client Calls → Work Queue

Capture client requests in Cleft during calls. ClickUp tasks appear immediately for your team.

**Time saved**: 30 minutes per call

### 3. Standup Updates → Daily Tasks

Voice your standup notes with action items. Your ClickUp board stays current automatically.

**Time saved**: 20 minutes per standup

## Customization

<Accordion title="Change Trigger to All Notes" role="button" aria-expanded="false">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to ClickUp, with no review step.
</Accordion>

<Accordion title="Route to Different Spaces/Lists" role="button" aria-expanded="false">
  Create separate Zaps for different ClickUp locations. Use filters to organize tasks by project or team.
</Accordion>

<Accordion title="Assign and Prioritize" role="button" aria-expanded="false">
  Customize task assignments and priority levels directly in Zapier.
</Accordion>

<Accordion title="Add Custom Fields" role="button" aria-expanded="false">
  Use ClickUp's custom fields for tracking status, effort, or other metadata.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each becomes a ClickUp task.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing" role="button" aria-expanded="false">
    1. **Checkbox format**: Verify `- [ ] text`
    2. **Zap is ON**: Check Zapier
    3. **ClickUp connection**: Verify proper setup
  </Accordion>

  <Accordion title="Wrong location" role="button" aria-expanded="false">
    Edit the Zap and select the correct ClickUp space/list.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679464
* **Status**: 🟡 In Review
* **Trigger Type**: Note Created
* **Target Platform**: ClickUp
* **Setup Time**: \~2 minutes
* **Best For**: All-in-one workspace management

## Related Templates

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    For complex project workflows
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    For visual Kanban boards
  </Card>

  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    For software development
  </Card>

  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    For developer workflows
  </Card>
</CardGroup>

## Support

* **ClickUp Help**: [clickup.com/help](https://clickup.com/help)
* **Cleft Support**: [support.cleftnotes.com](https://support.cleftnotes.com)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com)

***

Ready to automate your ClickUp workspace? [View the template →](https://zapier.com/webintent/create-zap?template=255679464) (Coming soon)