ClickUp
Filament

Ask questions about your ClickUp data

Connect ClickUp to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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ClickUp tracks tasks, time, and team activity, but understanding how project delivery affects customer satisfaction or which clients consume the most resources requires connecting to your CRM and support tools. Filament links ClickUp with your other business tools and answers questions about project profitability, team capacity, and delivery timelines in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track ClickUp KPIs with Filament Analytics

Connect your ClickUp account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key ClickUp metrics you can track in Filament:

Tasks
Track project work with task status, priority, due dates, assignees, time estimates, and custom field values for business analytics on team performance.
records:
statusprioritydue_dateassigneestime_estimatecustom_fields
Spaces and Lists
Analyze project structure with space hierarchies, folder organization, list configurations, and team assignments to understand workload distribution.
records:
namespace_idfolder_idstatusesmembers
Time Tracking
Measure actual hours worked with time entries, billable hours, task duration, and user activity for kpi metrics on team capacity and project profitability.
records:
durationbillableuser_idtask_idstart_time
Task Comments and Activity
Monitor collaboration patterns with comment threads, activity history, mentions, and change logs to identify communication bottlenecks.
records:
comment_textuser_iddatetask_idthread_id
Custom Fields
Access project-specific data with custom field definitions, field values, dropdown options, and field types for tailored kpi dashboard reporting.
records:
nametypetype_configvaluetask_id
Team Members
Understand team composition with user profiles, roles, permissions, workspace assignments, and activity status for resource planning.
records:
usernameemailroleworkspace_idlast_active
Task Dependencies
Map project relationships with task dependencies, blocking tasks, waiting tasks, and dependency types to identify critical path delays.
records:
task_iddepends_ondependency_typelink_id
Checklists
Track completion progress with checklist items, item status, assignees, and completion dates for granular task breakdown analysis.
records:
nameorderindexresolvedassigneeparent_task_id
Tags
Categorize work with tag names, tag usage across tasks, and tag hierarchies for flexible project grouping and reporting.
records:
nametag_fgtag_bgcreator
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Combine ClickUp with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, ClickUp lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your ClickUp data gets even more powerful when combined with other tools:

ClickUp
HubSpot

ClickUp + HubSpot

Connect ClickUp task completion with HubSpot deal stages to see how project delivery timelines correlate with sales cycles and customer onboarding success rates.

ClickUp
Freshdesk

ClickUp + Freshdesk

Connect ClickUp project activity with Freshdesk support tickets to identify which clients generate the most support requests and how task delays affect customer satisfaction scores.

ClickUp
Harvest

ClickUp + Harvest

Connect ClickUp time tracking with Harvest invoicing to analyze project profitability, compare estimated versus actual hours, and identify which task types consistently run over budget.

Benefits of Filament's ClickUp Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your ClickUp account

Connect your ClickUp account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your ClickUp data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build ClickUp dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

ClickUp integration FAQ

Everything you need to know about connecting ClickUp with Filament and getting the most out of your data.