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Set Up ClickUp Defect Management Integration

Integrate ClickUp with TestCollab to create and link defects directly from test case executions, ensuring seamless bug management and improved traceability between QA and development.

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TestCollab allows you to integrate ClickUp as your defect management tool. Once configured, you can create and link ClickUp tasks directly from TestCollab while executing test cases, ensuring seamless tracking between testing and development.

What You Can Do with ClickUp Integration

After setting up the integration, you will be able to:

  • Create ClickUp tasks directly from failed test cases

  • Link existing ClickUp tasks to test cases

  • View linked defects lists inside TestCollab

  • Other users can link their ClickUp account to set themselves as the reporter.


Prerequisites

Before setting up the integration, ensure that:

  • You have an active ClickUp account

  • You have access to the ClickUp Workspace and Space where defects will be created

  • You are a Project Administrator in TestCollab


Step 1: Enable ClickUp as Defect Manager in TestCollab

  1. Go to Settings > Defects in the project where you want to integrate.

  2. Select ClickUp from the list of available issue managers.

  3. Click Signin to ClickUp.

Clickup integration  in TestCollab


Step 2: Authorize ClickUp

You will be redirected to ClickUp to authorize access.

  1. Log in to your ClickUp account if prompted.

  2. Review the requested permissions.

  3. Select the workspace to connect with

  4. Click Connect Workspace to allow TestCollab to connect with your ClickUp workspace.

Clickup integration  in TestCollab

Once authorized, you will be redirected back to TestCollab.


Step 3: Configure ClickUp Settings

After successful authorization:

  1. Select the appropriate Workspace.

  2. Choose the Space, Folder or List where defects should be created.

  3. Map ClickUp fields (optional), you can also set if these fields should be shown on report defect page.

  4. Save the configuration.

Clickup integration  in TestCollab

Field mapping ensures that defect details from TestCollab are correctly transferred to ClickUp tasks.


Advanced Settings

While running test case, if a defect is pushed as a result of a failure, by default all the steps of the test case are included in the reported defect's description. If you want to include only the executed steps then you can enable "Push executed steps only"

Defect management advanced settings in TestCollab

Creating a ClickUp Task from a Test Case

Once the integration is active:

  1. Start executing a test case in a test plan.

  2. If a test step fails, click Fail & Report Bug icon.

  3. Check the required details like title and description.

  4. Other fields if selected during configuration will also be shown and their values can be set.

  5. Click Create Defect.

A task will be created in ClickUp and automatically linked to the failed test case.

Clickup integration  in TestCollab

This will add a new task in Clickup workspace.

You can also link an existing ClickUp task instead of creating a new one.


Viewing and Managing Linked Defects

  • Linked ClickUp tasks appear on Defects tab of executed test case view.

  • You can click the task ID to open it directly in ClickUp.


Connecting other user's Clickup accounts

Other users in your team can also link their Clickup account to become a reporter for tasks pushed at the time of test case failure.


Conclusion

The ClickUp defect management integration streamlines the process of reporting and tracking bugs directly from your test execution workflow. By connecting TestCollab with ClickUp, teams can reduce manual effort, improve collaboration, and maintain complete visibility from test failure to resolution.

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