All Feature Requests
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ClickUp Integration
Connect your ClickUp workspace to surface live dev status, ETAs, assignees, and comments — read-only. Token stored only in this browser's localStorage.
Found in ClickUp Settings → Apps → API Token
Visible in your ClickUp workspace URL. Leave blank if using full task URLs.
Not configured
Sync ClickUp Tasks
Bulk-fetch all records that have a ClickUp URL. Data is cached for 5 minutes per session. Hover any table row to auto-fetch that task.
Auto-Link ClickUp Tasks
Stage 1: instantly extract ClickUp URLs embedded in Working Remarks.
Stage 2: fetch a ClickUp list and match tasks to records by customer name + description similarity.
Stage 2: fetch a ClickUp list and match tasks to records by customer name + description similarity.
Stage 1 — Extract from Working Remarks
Stage 2 — Match from ClickUp List
Paste any ClickUp URL containing the list — grid, board, or list view
| Customer | Module | Proposed ClickUp Task | Source | Score | Include |
|---|
Backend Connection
Connect to the local Node.js backend for multi-user sync and Excel backup. Run
cd cx-ops-backend && npm start in Terminal first.Email Notifications — Outlook SMTP
Set your credentials in
cx-ops-backend/.env. Emails send from your Outlook address to PM SPOC + CX Owner when records are added. Record edits now save automatically inside the detail modal.
Add to
App password: myaccount.microsoft.com → Security → App passwords
cx-ops-backend/.env:SMTP_USER=valeed.k@keka.comSMTP_PASS=your_password_or_app_passwordApp password: myaccount.microsoft.com → Security → App passwords
To enable per-record notifications: open any record → Edit Record tab → fill PM Email + CX Email → Save. Emails auto-send on that record's changes.
Authentication — Clerk
Require sign-in before accessing this app. Get your Publishable Key from dashboard.clerk.com → Your App → API Keys.
Starts with pk_test_ (development) or pk_live_ (production)
Pending
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awaiting review
Approved
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added to tracker
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not qualified
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