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ClickUp + Microsoft Excel

Create tasks in ClickUp from updated rows in Microsoft Excel

Efficiently manage tasks in ClickUp when updates are made in Microsoft Excel with this seamless workflow. When a row is modified in your spreadsheet, a corresponding task in ClickUp is created, ensuring your team stays informed about project changes. This automation streamlines your project management process, fostering effective communication among team members.

Efficiently manage tasks in ClickUp when updates are made in Microsoft Excel with this seamless workflow. When a row is modified in your spreadsheet, a corresponding task in ClickUp is created, ensuring your team stays informed about project changes. This automation streamlines your project management process, fostering effective communication among team members.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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