|
| 1 | +--- |
| 2 | +title: 'ClickUp Integration with Test Management by Testsigma' |
| 3 | +page_title: 'ClickUp Integration with Testsigma' |
| 4 | +metadesc: 'Integrate Test Management by Testsigma with ClickUp to link defects to issues, enhance traceability, streamline defect management, and boost team collaboration' |
| 5 | +noindex: false |
| 6 | +order: 8.4 |
| 7 | +page_id: 'clickup-integration-with-testsigma-test-management' |
| 8 | +warning: false |
| 9 | +contextual_links: |
| 10 | + - type: section |
| 11 | + name: 'Contents' |
| 12 | + - type: link |
| 13 | + name: 'Prerequisites' |
| 14 | + url: '#prerequisites' |
| 15 | + - type: link |
| 16 | + name: 'Interactive Demo' |
| 17 | + url: '#interactive-demo' |
| 18 | + - type: link |
| 19 | + name: 'Integrate ClickUp' |
| 20 | + url: '#integrate-clickup' |
| 21 | + - type: link |
| 22 | + name: 'Link Defects to ClickUp' |
| 23 | + url: '#link-defects-to-clickup' |
| 24 | + - type: link |
| 25 | + name: 'Link Defects to an Existing Issue' |
| 26 | + url: '#link-defects-to-an-existing-issue' |
| 27 | + - type: link |
| 28 | + name: 'Link Defects to a New Issue' |
| 29 | + url: '#link-defects-to-a-new-issue' |
| 30 | +--- |
| 31 | + |
| 32 | +<br> |
| 33 | + |
| 34 | +**Integrate ClickUp with Test Management by Testsigma to seamlessly link defects to ClickUp tasks.** |
| 35 | + |
| 36 | +--- |
| 37 | + |
| 38 | +Test Management by Testsigma allows seamless integration with ClickUp, which enables you to link test defects directly to ClickUp tasks. This integration enhances traceability, streamlines defect management, and improves collaboration between QA and development teams. |
| 39 | + |
| 40 | +--- |
| 41 | + |
| 42 | +> ## **Prerequisites** |
| 43 | +> |
| 44 | +> Before you begin, ensure that you have an active ClickUp account with the necessary permissions. |
| 45 | +
|
| 46 | +--- |
| 47 | + |
| 48 | +## **Interactive Demo** |
| 49 | + |
| 50 | +<div> |
| 51 | + <script async src="https://js.storylane.io/js/v2/storylane.js"></script> |
| 52 | + <div class="sl-embed" style="position:relative;padding-bottom:calc(57.42% + 25px);width:100%;height:0;transform:scale(1)"> |
| 53 | + <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/qqppjakkxdy5?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe> |
| 54 | + </div> |
| 55 | +</div> |
| 56 | + |
| 57 | +--- |
| 58 | + |
| 59 | +## **Integrate ClickUp** |
| 60 | + |
| 61 | +1. From the **Dashboard**, go to **Settings > Integrations**. |
| 62 | + |
| 63 | +2. Click **Setup Integration** next to the ClickUp icon. This opens a new tab with the **ClickUp Login** page. |
| 64 | + |
| 65 | +3. Log in using valid credentials. |
| 66 | + |
| 67 | +4. On the **Requesting Access** page, click **Authorize** to complete the integration. |
| 68 | + |
| 69 | +--- |
| 70 | + |
| 71 | +## **Link Defects to ClickUp** |
| 72 | + |
| 73 | +1. From the **Dashboard**, go to **Test Runs**. |
| 74 | + |
| 75 | +2. Open a test run from the list. |
| 76 | + |
| 77 | +3. Click the test case to log a defect. This opens the **Quick View** overlay. |
| 78 | + |
| 79 | +4. Click **Add a Defect**. |
| 80 | + |
| 81 | +5. You can either link to an existing ClickUp task or create a new ClickUp task. |
| 82 | + |
| 83 | +--- |
| 84 | + |
| 85 | +## **Link Defects to an Existing Issue** |
| 86 | + |
| 87 | +1. Open a test case from the test run. This opens the **Quick View** overlay. |
| 88 | + |
| 89 | +2. Click **Add a Defect**. |
| 90 | + |
| 91 | +3. On the **Add a Defect** overlay, select **ClickUp** in the top right corner. |
| 92 | + |
| 93 | +4. Select the **Link to Existing Issue** tab. |
| 94 | + |
| 95 | +5. Choose the ClickUp task you want to link with the defect. |
| 96 | + |
| 97 | +6. Click **Link Tasks** to complete the linking. |
| 98 | + |
| 99 | +[[info | **NOTE**:]] |
| 100 | +| You can link a defect to multiple existing tasks. |
| 101 | + |
| 102 | +--- |
| 103 | + |
| 104 | +## **Link Defects to a New Issue** |
| 105 | + |
| 106 | +1. Open the test case from the test run. This opens the **Quick View** overlay. |
| 107 | + |
| 108 | +2. Click **Add a Defect**. |
| 109 | + |
| 110 | +3. On the **Add a Defect** overlay, select **ClickUp** in the top right corner. |
| 111 | + |
| 112 | +4. Select the **Create a New Issue** tab. |
| 113 | + |
| 114 | +5. Select the **Space**, **Folder**, **List**, **Priority**, **Assignee**, **Task Type** and **Status** from the respective dropdowns. |
| 115 | + |
| 116 | +6. Enter a **Task Name** and an optional Description. |
| 117 | + |
| 118 | +7. Click **Create Task**. The new task will be created in ClickUp and the defect will be linked to it. |
| 119 | + |
| 120 | +--- |
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