Hi there. I’m trying to create a scenario where when a task is assigned to a person in our Follow-Up Boss account, then that task is auto-imported into our ClickUp software and assigned to that person. I currently have this system set up, and it works well. However, I am concerned about duplicate task creation. I can’t find a way to ensure an extra step can be added where if this same task already exists within ClickUp, then this task doesn’t need to be recreated. Thus, the end point would be only adding new tasks rather than duplicating tasks that just haven’t been completed yet.
Hey Dylon,
have some unique identifier in the task (ideally as a custom field, but the name also works) and before creating a new task, search the existing tasks and only proceed if nothing is found.