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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Getting your ClickUp Task Checklists data into Excel helps you analyze the breakdown and progress of tasks. Coefficient connects ClickUp directly to your spreadsheet.
This guide walks you through importing your ClickUp Task Checklists data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your ClickUp account.
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Step 2:
Step 2. Choose Import from… and select the Task Checklists object.
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Step 3:
Step 3. Apply any necessary filters and import the data to your sheet.
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Step 4:
Step 4. Set up an auto-refresh schedule to keep the data current.
Step-by-step guide
Follow these steps to bring your ClickUp Task Checklists data into Excel.
Step 1: Install and Connect Coefficient
To start, install the Coefficient add-in in 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 Task Checklists Data
With ClickUp connected, click “Import from…” in the Coefficient sidebar.
Select ClickUp, then choose “Task Checklists” from the list of objects to import.
You can select specific checklist fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Task Checklists data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest task checklist information from ClickUp.
Available ClickUp Objects
- Authorization
- Attachments
- Comments
- Custom Task Types
- Custom Fields
- Docs
- Folders
- Goals
- Guests
- Lists
- Members
- Roles
Related ClickUp Use Cases
How to Import User Groups Data from ClickUp into Google Sheets
Learn how to import User Groups data from ClickUp into Google Sheets using Coefficient for better team management, access control, and permission analysis.
How to Import Time Tracking Data from ClickUp into Google Sheets
Discover how to import Time Tracking data from ClickUp into Google Sheets using Coefficient for better resource management, billing accuracy, and productivity analysis.
How to Import Templates Data from ClickUp into Google Sheets
Learn how to import Templates data from ClickUp into Google Sheets using Coefficient for better process standardization, template management, and workflow optimization.
Frequently Asked Questions
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How to get Task Checklists from ClickUp?
Connect ClickUp to Excel with Coefficient to import live Task Checklists data, ensuring your spreadsheet reflects the latest task breakdown.
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How do I get a list of Task Checklists in ClickUp?
Use Coefficient to pull a complete list of Task Checklists from ClickUp into Excel for easy analysis of task sub-items.
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How do I download Task Checklists data from ClickUp?
You can download your Task Checklists data by importing it into Excel or Google Sheets using Coefficient and saving the sheet.
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How to automate importing ClickUp Task Checklists to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Task Checklists 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 Task Checklists 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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