ClickUp + Microsoft Excel

Create new ClickUp subtasks from new Microsoft Excel rows

Streamline your task management with this efficient workflow. When a new row is added in your Microsoft Excel spreadsheet, a corresponding subtask is immediately created in ClickUp. This process ensures your projects are always up to date with the latest data inputs from Excel, making task tracking seamless and efficient. Keep your team informed and your projects on track with this user-friendly and effective automation.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this!
Create Subtask
Creates a new subtask
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
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
- RowRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task IdRequired
Action
Write
- Api Docs Info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Name
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

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

Similar apps

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

ClickUp + Microsoft Excel

Create new ClickUp subtasks from new Microsoft Excel rows

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

New Message Posted to Channel

New Comment on a Task

New List

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Custom Field Value

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

New Row in Table

Updated Row

Add Row(s)

Create Spreadsheet

Find Row

Find or Create Row

New Reaction Added to Chat Message

New Folder

New Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

About ClickUp

Related categories

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Asana

Todoist

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

Related Zap Templates

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