Using Ziflow in ClickUp lets you manage the entire proofing process inside your ClickUp tasks. This integration simplifies creative asset management and makes workflow automation more efficient.

Available on: Pro Enterprise

To use this functionality, your Ziflow administrator must add the Ziflow app in ClickUp.

Create proofs with Ziflow in ClickUp

To create proofs from the Ziflow widget:

1. Open ClickUp.
2. Create a new task or select an existing task, open the task page, and select the Ziflow icon. You may need to sign into Ziflow. 
   Note: If you have trouble signing in, verify that you have third-party cookies enabled in your browser.
   
   
    
3. Select Create proof(s). 
   
   
    
4. Add the files you want to review and enter the information you need to start your review the same as you would in Ziflow. Select Create. For step-by-step instructions, see Create a proof review.
    
   
    
5. [Optional] You can create multiple proofs within a single ClickUp task.
    

View ClickUp fields in Ziflow

Proofs created through the Ziflow widget include integration fields. You can see ClickUp details and open ClickUp in Ziflow under the Integrations tab.
 

Review a proof from ClickUp

1. Navigate to a task in ClickUp that has a proof to review.
2. In the task, select the Ziflow icon.
   
   
    
3. If you are not signed in to Ziflow, select Sign in and authenticate yourself.
4. Select Review to open the proof in the Ziflow Proof Viewer. 
   See Review proofs for more information.
   
   
    
5. When you complete the review, you can review other proofs in the Proof Viewer or return to ClickUp.

Create new proof versions in ClickUp

1. To create a new version of your proof, open the item in your ClickUp task.
2. Open the Ziflow widget and select the + button next to the proof that requires a new version. 
   
   
    
3. Add the new version of the file you want to review and enter the information you need to your review the same as you would in Ziflow. Select Create. For step-by-step instructions, see Create a proof review.
   A new version is created.

Manage proofs in ClickUp

From the Ziflow widget in ClickUp, you can manage linked proofs or create new versions. To use these options, you must be the proof owner or have manage/share permissions.

1. Open the ClickUp task.
2. Open the Ziflow widget and select the options menu (…):

• Open proof: Opens the proof in edit mode in the Ziflow dashboard.
• Share for review: Invites new reviewers without leaving ClickUp.
• Copy link: Copy the proof link.
• Create new version: Prompts you for a new version of the file, uploads the file, and starts a new proof version.
• Remove from item: Unlinks the proof from the ClickUp task.

Additional information

Can I connect ClickUp to multiple Ziflow accounts?

You can only connect to one Ziflow account.  Connecting to multiple ClickUp accounts is not currently supported.