Interacting with the ClickUp v2 API from R
ClickUp is a cloud-based collaboration and project management tool. Features include tasks, docs, chat, goals, and more.
The {clickrup} R package wraps the ClickUp API v2. See the roadmap for what is currently included in the package.
Install the {clickrup} package:
## using remotes
remotes::install_github("psolymos/clickrup")
## with r-universe
options(repos = c(
psolymos = "https://psolymos.r-universe.dev",
CRAN = "https://cloud.r-project.org"))
install.packages('clickrup')
Follow this tutorial:
- sign up for ClickUp (you can use this referral link to do so, it’s free),
- navigate to your personal Settings,
- click Apps in the left sidebar,
- click Generate to create your API token,
- click Copy to copy the token to your clipboard.
Now add your ClickUp token as an environment variable:
- open the file
.Renviron
:file.edit("~/.Renviron")
, - add a line with
CU_PAT="your_token"
to the.Renviron
file and save it, - check with
Sys.getenv("CU_PAT")
, it should return the token.
The ClickUp token will look something like
pk_4753994_EXP7MPOJ7XQM5UJDV2M45MPF0YHH5YHO
.
The cu_set_pat
function uses Sys.setenv
to set the CU_PAT
environment variable for other processes called from within R or future
calls to Sys.getenv
from the same R process.
The first step you want to do is to get the IDs for your workspaces (teams is the legacy term for this in the API).
If your setup was successful, cu_get_teams()
should return a list with
the workspace IDs and names.
The easiest way to get going with the various endpoints is to browse the
API v2 documentation. Once you found what you
are after, just look at the API heading. For example, for Get Teams,
the R function is prepended with cu_
(to facilitate RStudio code
completion), then comes the heading in lower case and spaces replaced by
underscores. Similarly, Get Filtered Team Tasks will be
cu_get_filtered_team_tasks()
. Articles (a, an, the) are dropped
(e.g. Create a Time Entry) will be cu_create_time_entry()
.
Function arguments are the Parameters listed on the API page, ...
passes optional parameters, query parameters, or elements for the body.
Load the package and set the access token if it is not already set.
cu_get_pat()
returns the token invisibly, so it doesn’t end up in
logs.
library(clickrup)
#> clickrup 0.0.5 2021-12-12
cu_get_pat() # returns PAT invisibly
The ClickUp hierarchy includes the following levels:
- Workspaces (teams is the legacy term for this in the API)
- Spaces
- Folders
- Lists
- Tasks
- Subtasks
- Checklists
We can list Workspaces that we have access to using the cu_get_teams()
function. It takes no arguments, it only passes the access token behind
the scenes, so it is a good way to test if things are working as
expected
Teams <- cu_get_teams()
str(Teams, 3)
#> List of 1
#> $ teams:List of 2
#> ..$ :List of 5
#> .. ..$ id : chr "2253762"
#> .. ..$ name : chr "Peter's Workspace"
#> .. ..$ color : chr "#40BC86"
#> .. ..$ avatar : NULL
#> .. ..$ members:List of 1
#> ..$ :List of 5
#> .. ..$ id : chr "2399763"
#> .. ..$ name : chr "My Workspace"
#> .. ..$ color : chr "#ea80fc"
#> .. ..$ avatar : NULL
#> .. ..$ members:List of 1
Spaces within a specific Workspace defined by its team_id
team_id <- Teams$teams[[2]]$id
Spaces <- cu_get_spaces(team_id)
str(Spaces, 3)
#> List of 1
#> $ spaces:List of 2
#> ..$ :List of 7
#> .. ..$ id : chr "6331651"
#> .. ..$ name : chr "Extras"
#> .. ..$ private : logi FALSE
#> .. ..$ statuses :List of 4
#> .. ..$ multiple_assignees: logi TRUE
#> .. ..$ features :List of 14
#> .. ..$ archived : logi FALSE
#> ..$ :List of 7
#> .. ..$ id : chr "6331576"
#> .. ..$ name : chr "Bugs"
#> .. ..$ private : logi FALSE
#> .. ..$ statuses :List of 2
#> .. ..$ multiple_assignees: logi FALSE
#> .. ..$ features :List of 11
#> .. ..$ archived : logi FALSE
Folders within a specific Space defined by its space_id
space_id <- Spaces$spaces[[2]]$id
Folders <- cu_get_folders(space_id)
str(Folders, 3)
#> List of 1
#> $ folders:List of 1
#> ..$ :List of 11
#> .. ..$ id : chr "12783555"
#> .. ..$ name : chr "Bug queues"
#> .. ..$ orderindex : int 1
#> .. ..$ override_statuses: logi TRUE
#> .. ..$ hidden : logi FALSE
#> .. ..$ space :List of 2
#> .. ..$ task_count : chr "10"
#> .. ..$ archived : logi FALSE
#> .. ..$ statuses :List of 13
#> .. ..$ lists :List of 2
#> .. ..$ permission_level : chr "create"
Lists within a specific Folder defined by its folder_id
(or Folderless
Lists based on space_id
)
folder_id <- Folders$folders[[1]]$id
Lists <- cu_get_lists(folder_id)
str(Lists, 3)
#> List of 1
#> $ lists:List of 2
#> ..$ :List of 14
#> .. ..$ id : chr "31538033"
#> .. ..$ name : chr "Hotfix"
#> .. ..$ orderindex : int 2
#> .. ..$ status : NULL
#> .. ..$ priority : NULL
#> .. ..$ assignee : NULL
#> .. ..$ task_count : int 5
#> .. ..$ due_date : NULL
#> .. ..$ start_date : NULL
#> .. ..$ folder :List of 4
#> .. ..$ space :List of 3
#> .. ..$ archived : logi FALSE
#> .. ..$ override_statuses: logi FALSE
#> .. ..$ permission_level : chr "create"
#> ..$ :List of 14
#> .. ..$ id : chr "31538032"
#> .. ..$ name : chr "Internal Bugs"
#> .. ..$ orderindex : int 3
#> .. ..$ status : NULL
#> .. ..$ priority : NULL
#> .. ..$ assignee : NULL
#> .. ..$ task_count : int 5
#> .. ..$ due_date : NULL
#> .. ..$ start_date : NULL
#> .. ..$ folder :List of 4
#> .. ..$ space :List of 3
#> .. ..$ archived : logi FALSE
#> .. ..$ override_statuses: logi FALSE
#> .. ..$ permission_level : chr "create"
cu_get_lists_folderless(space_id)
#> $lists
#> list()
The functions cu_get_spaces
, cu_get_folders
, and cu_get_lists
accept the argument archived
to return archived spaces/folders/lists
str(cu_get_lists(folder_id, archived=TRUE), 3)
#> List of 1
#> $ lists:List of 1
#> ..$ :List of 14
#> .. ..$ id : chr "31538034"
#> .. ..$ name : chr "Backlog"
#> .. ..$ orderindex : int 4
#> .. ..$ status : NULL
#> .. ..$ priority : NULL
#> .. ..$ assignee : NULL
#> .. ..$ task_count : int 5
#> .. ..$ due_date : NULL
#> .. ..$ start_date : NULL
#> .. ..$ folder :List of 4
#> .. ..$ space :List of 3
#> .. ..$ archived : logi TRUE
#> .. ..$ override_statuses: logi FALSE
#> .. ..$ permission_level : chr "create"
We can list Tasks within a specific List defined by its list_id
list_id <- Lists$lists[[1]]$id
Tasks <- cu_get_tasks(list_id)
str(Tasks, 2)
#> List of 1
#> $ tasks:List of 5
#> ..$ :List of 32
#> ..$ :List of 32
#> ..$ :List of 32
#> ..$ :List of 32
#> ..$ :List of 32
Notice that we have 5 tasks in the list. We can include Subtasks too
subTasks <- cu_get_tasks(list_id, subtasks=TRUE)
length(subTasks$tasks)
#> [1] 7
Getting all the tasks (possibly filtered) in a Workspace is done via the
cu_get_filtered_team_tasks
function. This function returns tasks in
batches of 100. If you don’t want to deal with paging, use the wrapper
function cu_get_all_team_tasks
The list of tasks returned does not
include closed tasks, to get those as well we need to pass the
include_closed
query parameter
## without closed tasks
length(cu_get_all_team_tasks(team_id, subtasks=TRUE)$tasks)
#> [1] 17
## with closed tasks
allSubTasks <- cu_get_all_team_tasks(team_id, subtasks=TRUE,
include_closed=TRUE)
length(allSubTasks$tasks)
#> [1] 18
Status <- sapply(allSubTasks$tasks, function(z) z$status$status)
data.frame(table(Status))
#> Status Freq
#> 1 Closed 1
#> 2 in progress 3
#> 3 investigating 2
#> 4 Open 5
#> 5 production 1
#> 6 review 4
#> 7 staged 2
Let’s inspect the first few elements of a Task object
str(Tasks$tasks[[1]][1:10])
#> List of 10
#> $ id : chr "8ckc8h"
#> $ custom_id : NULL
#> $ name : chr "Slow speed report"
#> $ text_content: NULL
#> $ description : NULL
#> $ status :List of 4
#> ..$ status : chr "investigating"
#> ..$ color : chr "#ff1010"
#> ..$ type : chr "custom"
#> ..$ orderindex: int 2
#> $ orderindex : chr "6.00000000000000000000000000000000"
#> $ date_created: chr "1592452913384"
#> $ date_updated: chr "1592452913384"
#> $ date_closed : NULL
Dates are given as Unix time (in milliseconds), cu_date_from
and
cu_date_to
is there to convert back and forth
Tasks$tasks[[1]]$date_created
#> [1] "1592452913384"
cu_date_from(Tasks$tasks[[1]]$date_created)
#> [1] "2020-06-17 22:01:53 MDT"
cu_date_to(cu_date_from(Tasks$tasks[[1]]$date_created))
#> [1] "1592452913384"
A single task can be accessed through the task ID (note: copying the
task ID from the ClickUp GUI will prepend the task ID by a hash,
"#8ckjp5"
, but the API expects ID without the hash "8ckjp5"
). Use
the cu_task_id
function to get rid of the leading hash (all API call
use this function to normalize task IDs).
The $parent
property is NULL
for Tasks, and it contains the parent
Task ID for Subtasks
x1 <- cu_get_task(cu_task_id("#8ckjp5")) # task
x1$parent
#> NULL
x2 <- cu_get_task("8ckjru") # subtask
x2$parent
#> [1] "8ckjp5"
Dependencies are stored in the $dependencies
property
str(x1$dependencies)
#> List of 1
#> $ :List of 5
#> ..$ task_id : chr "8ckjp5"
#> ..$ depends_on : chr "8ckjpg"
#> ..$ type : int 1
#> ..$ date_created: chr "1592458378628"
#> ..$ userid : chr "4300475"
cu_options
stores the API settings
str(cu_options())
#> List of 4
#> $ baseurl : chr "https://api.clickup.com"
#> $ version : chr "v2"
#> $ tz : chr ""
#> $ useragent: chr "http://github.com/psolymos/clickrup"
cu_response
allows inspecting the response object
cu_response(Teams)
#> Response [https://api.clickup.com/api/v2/team]
#> Date: 2021-12-13 05:23
#> Status: 200
#> Content-Type: application/json; charset=utf-8
#> Size: 814 B
Check rate limits and remaining requests (rate is limited by the minute)
cu_ratelimit(subTasks)
#> $limit
#> [1] 100
#>
#> $remaining
#> [1] 92
PUSH
and PUT
requests often require to send data as part of the
request body. Check the API examples and use I()
when the API expects
an array as part of the body. For example when passing data to
cu_create_task
, assignees
is an array of the assignees’ userids to
be added. Adding a single userid without I()
will drop the brackets,
but list(name = "New Task Name", assignees = I(183))
will result in
the expected JSON object:
{ "name": "New Task Name", "assignees": [183] }
.
We can upload files as attachments to tasks:
f <- file.path(tempdir(), "example.png")
png(f)
hist(rnorm(10^6), col=2, main="Example")
dev.off()
cu_post_task_attachment("8ach57", f)
unlink(f) # delete file
https://github.com/psolymos/clickrup/issues
MIT © 2020 Peter Solymos