How to see ClickUp task status in Zendesk

By Jake Marsh · Updated

To see ClickUp task status in Zendesk, link the task to the ticket with Hitchwell. Every time an agent opens the ticket, the sidebar reads each linked task from ClickUp and shows its current status, assignees, due date and priority. When a status changed since it was last logged, click Log on the ticket to add an internal note and update the hitchwell_tasks_done tag your views can filter on.

Steps

  1. Link the task. Create it from the ticket with Create task, or click Link existing task and paste the task link, id or custom id.
  2. Open the ticket later. Hitchwell reads every linked task from ClickUp when the sidebar opens. Click Refresh to read them again without reloading.
  3. Read the status. Each task shows its status, assignees, due date, priority and where it lives. Open a task to see its Latest comments (3 by default, up to 10).
  4. Spot what changed. If a task's status differs from the one last logged on the ticket, it appears at the top under "Changed in ClickUp since the last log".
  5. Click Log on the ticket. Hitchwell adds one internal note listing each change, such as DEV-123 "Export fails": in progress -> complete, with the assignees.
  6. Let the tags do the rest. The tags update in the same write (table below).

What the tags mean

TagWhen it's on the ticket
hitchwell_linkedThe ticket has at least one linked task.
hitchwell_tasks_doneEvery linked task is in a done or closed status in ClickUp, as of the last log. The note ends with "Every linked task is now done or closed."
neitherThe last task was unlinked.

hitchwell_tasks_done is removed again at the next write if any linked task isn't done or closed, for example after linking another task or logging a status that went back to open.

Build a view of tickets whose tasks are finished

A view makes sure nobody forgets to tell the customer that the fix shipped.

  1. In Zendesk, go to Admin Center > Workspaces > Agent tools > Views and click Create view.
  2. Under Meet all of the following conditions, add a status condition, such as Ticket: Status category is less than Solved (Ticket: Status on accounts without custom ticket statuses). Zendesk requires at least one condition there on status, status category, type, group, assignee, requester or support type.
  3. Add Ticket: Tags with Contains at least one of the following and enter hitchwell_tasks_done.
  4. Save. Zendesk's views article covers columns, ordering and who can see the view.

You can use the same tags as conditions in triggers or reports. A view of hitchwell_linked tickets that are still open shows everything waiting on another team.

Why status shows up when the ticket opens

Hitchwell runs in the agent's browser and has no server of its own, so ClickUp has nowhere to send a notification. Status is read live each time the sidebar opens or someone clicks Refresh, and a change becomes a note and a tag when that agent confirms it. In practice that's the moment it matters: the agent working the ticket sees the current state before replying.

WhatWhen it updates
Status, assignees, due date, priority in the sidebarEvery sidebar open and every Refresh
Internal note and tags on the ticketWhen an agent clicks Log on the ticket
Anything in ClickUpNever, from a status log. Unlinking doesn't change the task either.

What it costs

Hitchwell's Team plan is $110 a month per Zendesk account for up to 12 agents and admins; Scale is $9 per agent per month from 13 agents. Both have every feature, a 14-day free trial and monthly billing by Zendesk. See the Hitchwell documentation for every setting.

Hitchwell

ClickUp tasks from tickets: create or link tasks, and see live status and comments on the ticket. From $110 a month per Zendesk account.


Questions

Can agents see who is working on the ClickUp task?

Yes. Assignees show next to each linked task, and the status note on the ticket names them too.

Does the sidebar use up ClickUp's API limit?

A sidebar load uses one request per linked task. ClickUp allows 100 requests a minute per token on most plans, and a ticket holds up to 20 linked tasks.

Can agents who can't take actions still see status?

Yes. Roles outside Who may take actions see linked tasks read-only, including status and comments. They can't log changes, link, create or comment.

Will status sync if nobody opens the ticket?

No. The ticket's note and tags change only when an agent opens the ticket and clicks Log on the ticket. The sidebar itself always shows the live status.


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