Project management

OKRs for Clickup

Tability Check-ins Graphs

Tability +

ClickUp

Connect OKRs and project management with Clickup and Tability

Automate check-ins via custom integrations with Zapier

Easily connect to all of your apps using Zapier, and create check-ins on your goals and OKRs automatically.

Browse integrations

Many teams love using Clickup for their task management. It's highly customisable, allowing for your teams to track their tasks and progress in whatever way that makes sense.

Clickup is well-designed for checking off tasks, but what about for OKRs?

This is where a dedicated tool like Tability comes in handy. Tability has the features necessary to maintain focus and urgency on long-term goals. Features like:

Using a tool like Tability can help bridge the gap between your tasks in Clickup and your OKRs in a seamless and easy way.

What can you do with Clickup OKRs

The Clickup integration will allow you to link your Clickup tasks to Tability and keep them in sync.

You can see your Clickup tasks in context to all of your OKRs, so that you can get a quick and easy understanding of how things relate to one another.

The beauty of syncing your Clickup tickets to Tability is that when you check off a task in Clickup, it's automatically updated in Tability as well. This way, your team can keep everyone in the loop, even if they aren't usually the ones updating OKR data.

Your team can continue doing their work, and managers are happy too because they have visibility into the work that's being done.

Connecting Clickup to OKRs in Tability

Follow these steps to connect Tability to ClickUp:

  1. Go to Workspace Settings > Integrations
  2. Click on the button Connect to ClickUp
  3. Follow the steps to connect your ClickUp workspace to Tability

For more info on how to set up this integration, check out our Tability user guide.

Managing OKRs can be a hassle when your data is scattered across different tools. Pulling performance metrics or progress updates from various platforms is time-consuming and repetitive. Worse yet, you end up duplicating work—updating your OKRs in one place and entering the same data elsewhere. It’s a frustrating cycle that slows you down and distracts from focusing on results.

More often than not, this just leads to teams not updating their OKRs and letting them collect dust. It's just too cumbersome and distracting from the task at hand.

That's why teams trust Tability. Tability makes this part easy, by bringing all of your data into one place.

Using data connectors you can pull data from the apps where you do your work and where you collect data.

Connect data directly to your OKRs

Using Tability data connectors, you can have live data in your OKRs at all times. Once you add your data connector as a data source for an outcome/Key Result, Tability can:

  • Automatically pull the most recent value of the metric when you open the check-in form.
  • Perform a daily sync of the metric while the plan is active (Premium subscription only).

Example:

Auto-sync your data to create check-ins automatically

Once you have your data sources connected, you can enable auto-sync on your key results. What this does is it automatically creates check-ins on your Key Results so that you have the latest data in Tability at all times.

Automated check-ins in Tability

How to connect Tability to your data connectors

Connecting your data connectors to Tability is easy and takes only a few minutes:

  1. Go to Workspace Settings > Integrations
  2. Click on the app you'd like to connect.
  3. Follow the steps to connect your app to Tability
  4. Go to any key result and click on the 'add data connector' button in the top right.
  5. Select your app from the dropdown and hit save.

For more info on how to set up data connectors and how they work, visit our user guide.

Connect your OKRs to your tasks

By connecting Tability to Clickup you will allow your team to get better context around their tasks, while also improving visibility on the work done to make progress on existing goals.

See tasks linked to your OKRs in Tability

See all tasks related to a specific outcome or Key Result in Tability, and keep the statuses in sync between the apps.

See the goals that relate to a specific Clickup task from Clickup.

Tability will add a link back to the corresponding outcome in the Clickup task comments.

Step 1

Connect to a data point in your app

Automate check-ins by connecting to data points via Zapier. Every time an action is performed in one of your apps, Tability creates a check-in for you!

When this happens
Create a check-in
Step 2

Automatically updates progress when the data is updated

Where are we now, and how far do we have to go? Tability shows you the entire journey, compared to your progress in real time.

Tability Check-ins Graphs
Step 3

Add context to numbers, and start discussions around outcomes

Adding your analysis helps your team understand the numbers, and fosters conversations to start around what’s most important in your org.

Check-in and comments

Tability +

ClickUp

Connect OKRs and project management with Clickup and Tability

Automate check-ins via custom integrations with Zapier

Easily connect to all of your apps using Zapier, and create check-ins on your goals and OKRs automatically.

Put goals at the center of your work

Seamlessly integrate your OKRs into your workflow.