Track supply chain work in ClickUp
Exceptions, carrier onboarding, and rate reviews become ClickUp tasks with the shipment or contract attached, and close out when the work is done.
ClickUp Integration Capabilities
Project management platform for tracking shipping tasks and supply chain workflows.
How the ClickUp integration works
Connect ClickUp
Authorize the ClickUp workspace and choose the project or board supply chain work goes to. Access is scoped to creating and updating those items and can be revoked from either side.
Decide what becomes a task
Choose which exceptions open a ClickUp task, who it is assigned to by lane or carrier, and what closes it.
Test against past exceptions
Replay last month's exceptions to see which tasks would have opened and who would have gotten them, before the rules run live.
Work the queue
Late shipments, backorders, invoice disputes, and rate reviews open in ClickUp with the order, shipment, invoice, or contract attached. Closing the task resolves the exception, and resolving it closes the task.
Work exceptions as ClickUp tasks
Late shipments, backorders, and rate reviews open as ClickUp tasks with the record attached. Closing the task closes the exception.
Other Productivity Tools
Work trackers that can hold the same exceptions and reviews as tasks
