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Importing your ClickUp Custom Task Types data into Excel helps you analyze and manage your specific task type configurations. Coefficient connects ClickUp directly to your spreadsheet seamlessly.
This guide shows you how to import your ClickUp Custom Task Types data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect to your ClickUp account.
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Step 2:
Step 2. Select Import from… and choose the Custom Task Types object.
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Step 3:
Step 3. Configure filters or select fields as needed and import the data.
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Step 4:
Step 4. Set up auto-refresh to keep your task type data automatically updated.
Step-by-step guide
Follow these steps to get your ClickUp Custom Task Types data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select ClickUp when prompted to connect a data source.
Log in to your ClickUp account and authorize Coefficient to access your data.
Step 2: Import Custom Task Types Data
With ClickUp connected, click “Import from…” in the Coefficient sidebar.
Select ClickUp as your source. Then, choose “Custom Task Types” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Custom Task Types data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest custom task type information from ClickUp.
Available ClickUp Objects
- Authorization
- Attachments
- Comments
- Custom Task Types
- Custom Fields
- Docs
- Folders
- Goals
- Guests
- Lists
- Members
- Roles
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Frequently Asked Questions
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How to get Custom Task Types from ClickUp?
Connect ClickUp to Excel with Coefficient to import live Custom Task Types data, ensuring your spreadsheet reflects the latest task type configurations.
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How do I get a list of Custom Task Types in ClickUp?
Use Coefficient to pull a complete list of Custom Task Types from ClickUp into Excel for easy analysis of available task types.
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How do I download Custom Task Types data from ClickUp?
You can download your Custom Task Types data by importing it into Excel or Google Sheets using Coefficient and saving the sheet.
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How to automate importing ClickUp Custom Task Types to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Custom Task Types data daily, keeping your data current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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How do I import Custom Task Types from Excel to ClickUp?
Coefficient’s primary function is pulling data *from* sources like ClickUp *into* spreadsheets. Direct import from Excel *to* ClickUp might require different tools or methods.
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