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ClickUp

ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries.

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With ClickUp app, you can:

  • Link Qase test cases, test runs, and defects to ClickUp issues.

  • Create a new issue in ClickUp when you file a defect during a test run in Qase

  • Keep the status of a Qase defect and its linked ClickUp task in sync, in both directions.

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Installation

  • From the “Integrations” section in your workspace, select the ClickUp App, then hit “Install now”.

    The ClickUp app in the Apps section of the workspace, with the Install now button

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  • Log into ClickUp if you're already signed-in and click “Connect Workspace”.

    The ClickUp screen with the Connect Workspace button

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  • On the next screen, click “Authorize” to complete the installation.

    The Authorize screen that completes the ClickUp installation

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  • The app is now successfully installed:

    The ClickUp app shown as successfully installed in Qase

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Usage

In your repository, click any test case to open its preview and switch to the Properties tab.

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Scroll down to the “Link with Apps” section, and choose ClickUp. Then, proceed to search and link your issues.

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Linked issues can be removed with the ( x ) icon.

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Linking a ClickUp task to a test case from Link with Apps in the Properties tab

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Test runs can be linked to a ClickUp issue, from the Run Dashboard.

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Under the “External Issues” section, click 'Select an Integration' to proceed. Only one ClickUp issue can be linked to the Test run.

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Linking a ClickUp task to a test run from External Issues on the run dashboard

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Defects can be linked to a ClickUp issue, from the Defect Dashboard. Under the “External Issues” section, select the ClickUp app to proceed.

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Linking a ClickUp task to a defect from External Issues on the defect dashboard

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Create a new ClickUp issue from a Qase Test run

When you assign a negative result to a case during a test run, you will have the option to create or attach a Qase defect.

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Additionally, you can select the ‘ClickUp’ option from the “Choose Integration” dropdown to either create or link a ClickUp issue.

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The created or linked issue will be visible in both the defects tab of the test run and the defect section of the project.

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Creating a ClickUp task from a failed result during a test run through Choose Integration

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Status sync between Qase and ClickUp

Once a defect is linked to a ClickUp task, a status change on either side updates the other. Qase uses the status groups of the task’s list, so it works with your own status names.

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When you…

This happens

Set the defect to Open in Qase

The task moves to the list’s first not-started status

Set the defect to In progress in Qase

The task moves to the list’s first active status

Mark the defect Resolved or Invalid in Qase

The task moves to Closed

Move the task to a not-started status in ClickUp

The defect becomes Open

Move the task to Closed in ClickUp

The defect becomes Resolved

Move the task to any other status in ClickUp

The defect becomes In progress

Changes made in ClickUp only update defects that are still Open or In progress. A defect that is already Resolved or Invalid has to be reopened in Qase.

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