Adding new tasks to ClickUp

Any project-specific tasks (support requests, bugs, or new features) should be logged directly into ClickUp as outlined in Contacting the Plume Support team.

How to Create New Tasks

To make it easy to raise requests, every client has access to a dedicated task submission form within ClickUp.

• You can use this form to log new tasks, which will be reviewed and triaged by your Project Manager.
• Your form is also available via a public link, allowing you to share it with wider team members who may not have a ClickUp login.
• Please note: Tasks submitted via the public form do not allow the submitter to track progress or take part in follow-up conversations. However, this is a great way to centralize task intake without requiring everyone to have access to ClickUp.

Accessing your ClickUp form

If you're unsure where to find your task submission form, please reach out to your Project Manager.

Alternatively, you can follow these steps:

1. Log in to ClickUp and ensure the sidebar is visible.

   Under the Spaces section, find Shared with me.

   • If it’s collapsed, click the expansion arrow to reveal the contents (see screenshot below)
2. Locate your client folder and open the Tickets list.
3. Click the first tab, labelled Create new ticket (see screenshot below)
4. A submission form will appear. Complete all required fields, then click Submit.
   • This form may adjust based on the Ticket Category you select.

Sharing your public form link

If you'd like colleagues or team members without ClickUp access to log issues:

1. Navigate to your form using the steps above.
2. Click the Copy link button in the top-right corner of the form page (screenshot below)
3. Share the copied link with anyone who needs to submit tasks on your behalf.