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Sync Back – Part 1

Sync Back sends your priority rankings and evaluation scores from Ducalis to ClickUp custom fields. This lets you sort tasks in ClickUp by priority ranking and quickly identify your highest-priority work.

ClickUp tasks sorted by priority ranking
Prerequisites

Sync Back requires unlimited custom fields in ClickUp—not available in the Forever Free plan.

Step 1: Set up fields

Choose how to receive synced data in ClickUp:

  1. Field Mapping – Map to existing ClickUp fields
  2. Custom Fields Creation – Create new fields for the entire workspace (this article) or for individual spaces (Part 2)
ClickUp field configuration options

1st Option: Mapping Fields

If you already have custom fields in ClickUp, map them to Ducalis fields instead of creating new ones.

  1. In Ducalis, open Sync settings to access the 2-way sync configuration.

    Sync settings location
  2. Scroll down to Sync Back fields and configure mappings.

    Sync-Back fields section
  3. Use the default Ducalis fields or delete them to add your own.

    Default default fields
  4. Click the dropdown next to Tracker field and select the ClickUp field to receive synced data. You can choose workspace-wide or space-specific custom fields.

    Field mapping dropdown showing available ClickUp fields
  5. Click Save.

    Save field mapping configuration

Each time Sync Back runs, data from the Ducalis field syncs to the mapped ClickUp field.

Synced data appearing in ClickUp fields

2nd Option: Creating Custom Fields in ClickUp For the Entire Workspace

Create new custom fields in ClickUp to receive data from Ducalis.

  1. In ClickUp, go to Everything.

    Everything view in ClickUp
  2. Click Show in the upper right corner.

  3. From the dropdown menu, select Columns.

  4. Under New Column, select the field type that matches the Ducalis field type. For example, choose Text to create a text field.

    Selecting Text field type in ClickUp
  5. Copy the field name from Ducalis Sync settings.

    Copying field name Sync settings
  6. Paste the name into the ClickUp field creation popup.

  7. Click Add Column.

    Add Column button in ClickUp
  8. Click Add to every task.

    Add to every task option
  9. Repeat these steps for all remaining fields.

Step 2: Make custom fields visible

Custom fields aren't visible in the list view by default—add them manually.

tip

If you're using field mapping, verify the mapped fields are visible in the list.

  1. Click Show in the upper right corner, then select Columns from the dropdown.

    Show menu in ClickUp
  2. Under Show/Hide, scroll to the Ducalis custom fields and click each field name to add it to the list view.

    Show/Hide column settings
  3. The Ducalis custom fields now appear in the list view.

    Custom fields displayed in ClickUp list view
  4. In Ducalis, click Refresh to detect the new fields.

    Refresh button

After your fields are ready, activate Sync Back.

Activate Sync Back toggle
Alternative

Instead of creating new fields, edit existing ClickUp fields and rename them to match Ducalis field names. Learn more about using existing fields.

Step 3: Activate Sync Back

  1. After refreshing, switch on the Activate toggle to enable Sync Back. Activate Sync Back toggle enabled
warning

After you activate Sync Back, you can't add more fields. To add fields, deactivate Sync Back first, add your fields, then reactivate.

Step 4: Configure sync schedule

Choose when to sync priority rankings to ClickUp—for example, a day or few days before your sprint planning meeting.

Two schedule options:

  • By sprint end date – Syncs on your planning day
  • By custom period – Syncs on a custom schedule
Sync schedule configuration options

By default, sync runs automatically on your planning day. Learn more about planning day settings.

To sync immediately, click Manual Sync with ClickUp.

Manual Sync-Back button

View synced data in ClickUp

Synced data appears in the Everything view, where you can sort tasks by priority rankings, total scores, or criterion scores.

Synced priority data in ClickUp Everything view

Data also appears inside every task card across your workspace.

Priority data displayed in ClickUp task card

Add custom fields to different views

First, select the space or list where you want to display the fields.

Selecting a space or list in ClickUp

List view

  1. Click the Plus icon in the upper right corner.

    Plus icon in ClickUp list view
  2. Under Show/Hide, scroll down or search for the Ducalis custom field (for example, Priority Ducalis).

  3. Click the field name to add it.

    Adding Priority field in list view
  4. Click the Sort icon next to the field name to sort tasks by priority (or other synced data).

    Sorting tasks by priority in list view

Board view

  1. Click Show in the upper right corner.

  2. Click Custom Fields.

    Custom Fields menu in board view
  3. Click the Ducalis custom field you want to display (for example, Priority Ducalis).

  4. The priority rank now appears on each task card.

    Priority rank displayed on board view task cards

Calendar view

  1. Click Show in the upper right corner.

  2. Scroll to the bottom of the dropdown and click Custom fields.

    Custom fields option in calendar view
  3. Select the Ducalis custom field you want to add (for example, Priority Ducalis). The priority rank appears on each task card.

  4. Click Save if Auto Save is disabled.

    Save button in calendar view settings

Table view

  1. Click Columns.

  2. Scroll down and enable the toggle for the Ducalis custom field you want to add (for example, Priority Ducalis).

    Toggle custom fields in table view
  3. Click the Sort icon next to the field name to sort tasks by priority.

    Sorting by priority in table view

What's next

Continue to Part 2: Add custom fields to individual spaces to learn how to create space-specific custom fields instead of workspace-wide fields.

Last updated: Last week