{"slug":"sop-240-connect-your-sops-to-your-go-to-platform-with-project-management-integrations","title":"Connect Your SOPs To Your Go-To Platform with Project Management Integrations","tags":["source:clickminded","type:sop","server:clickminded-sop","connect","sops","platform"],"agent_summary":"SOP 240: Connect Your SOPs To Your Go-To Platform with Project Management Integrations  To export ClickMinded SOPs to your project management platform of choice. __Last Updated / Reviewed:__ 05/17/202","trigger_phrases":["connect your sops to your go to platform with project management integrations","how to connect your sops to your go to platform with project management integrations"],"runnable":false,"markdown":"\r\nSOP 240: Connect Your SOPs To Your Go-To Platform with Project Management Integrations\r\n\r\n To export ClickMinded SOPs to your project management platform of choice.\r\n\r\n__Last Updated / Reviewed:__ 05/17/2024\r\n\r\n__Execution Time:__ 3 - 5 Mins\r\n\r\n__🚀 Goal:__ To export ClickMinded SOPs to your project management platform of choice.\r\n\r\n__🤞 Ideal Outcome:__ You will have exported ClickMinded SOPs to Asana, ClickUp, Trello, and any other third-party platforms supported by ClickMinded.\r\n\r\n__🤔 Why this is important:__ Exporting ClickMinded SOPs to platforms like Asana, Trello allow you to delegate SOPs and build your company knowledge right from your existing project management tools.\r\n\r\n__🧐 Where this is done__ ClickMinded Members' area.\r\n\r\n__🗓️ When this is done:__ When you want to integrate or delegate ClickMinded SOPs from your existing project management tools.\r\n\r\n__👨 Who does this:__ Agency/business owners, marketing manager, and consultants.\r\n\r\n__⚠️Prerequisites or requirements: __\r\n\r\n• __Important__: This feature is only available for users of the Marketing Operating System.\r\n\r\n• You will also need an existing account for the platform you intend to export the SOPs to, for example: Asana, Notion, ClickUp, etc.\r\n\r\n[__Click here to get the most up-to-date version of this SOP__](https://members.clickminded.com/sop/240)\r\n\r\n## Before you start\r\n\r\nYou can export ClickMinded SOPs to these platforms:\r\n\r\n- Asana\r\n- ClickUp\r\n- Trello\r\n- Notion\r\n- Monday\r\n\r\nScroll down or use the table of contents for steps to export ClickMinded SOPs to your preferred platform.\r\n\r\n## Export to Asana\r\n\r\n### 01▸ Login to ClickMinded members’ dashboard ([web version](https://members.clickminded.com/)).\r\n\r\n### 02▸ Search for the SOP you want to export and click on that SOP.\r\n\r\n### 03▸ Under \"Project Management Integrations\", click on “Asana.”\r\n\r\n\r\n  \r\n\r\n### 04▸ You’ll be redirected to Asana’s permission page. Select “Allow”.\r\n\r\n\r\n### 05▸ You will be redirected to your Asana workspace, where you will find the imported SOP and the subtasks added to your Asana project.\r\n\r\n\r\n## Export to Notion\r\n\r\nBefore you Export an SOP to your Notion account, you need to first create a dedicated page in Notion where you want to export the SOPs to. Copy the URL of the new Notion page (you will need this later). Note: You can also use an existing page in your current Notion account.\r\n\r\n\r\n### 01▸ Now login to ClickMinded members’ dashboard ([web version](https://members.clickminded.com/)).\r\n\r\n### 02▸ Search for the SOP you want to export and click on that SOP.\r\n\r\n### 03▸ Under \"Project Management Integrations\", click on “Notion.”\r\n\r\n\r\n  \r\n\r\n### 04▸ You will be redirected to the Notion’s permission page. Click “Select Pages.”\r\n\r\n\r\n### 05▸ Select the page you’ve created previously — This is where the SOP will be exported to, and click “Allow Access”\r\n\r\n\r\nThe SOP is now exported to your private Notion workspace.\r\n\r\n\r\n## Export to ClickUp\r\n\r\n### 01▸ Login to ClickMinded members’ dashboard ([web version](https://members.clickminded.com/)).\r\n\r\n### 02▸ Search for the SOP you want to whitelabel and click on that SOP.\r\n\r\n### 03▸ Under \"Project Management Integrations\", click on “ClickUp.”\r\n\r\n\r\n  \r\n\r\n### 04▸ Choose a workspace to connect\r\n\r\n\r\nThe SOP is now imported into your ClickUp workspace.\r\n\r\n\r\n## Export to Monday\r\n\r\n### 01▸ Login to ClickMinded members’ dashboard ([web version](https://members.clickminded.com/)).\r\n\r\n### 02▸ Search for the SOP you want to whitelabel and click on that SOP.\r\n\r\n### 03▸ Under \"Project Management Integrations\", click on “Monday.”\r\n\r\n\r\n  \r\n\r\n### 04▸ Select “Install the app”. This is a custom ClickMinded third-party Monday app that allows us to export SOPs directly into your workspace.\r\n\r\n\r\n### 05▸ Authorize ClickMinded to install the platform interpreter to your Monday account.\r\n\r\n\r\n### 06▸ Once installed, head back to the export screen, and select “Export to Monday”\r\n\r\n\r\nYou’ve now imported the SOP to your organization’s workspace.\r\n\r\n\r\n## Export to Trello\r\n\r\n### 01▸ Login to ClickMinded members’ dashboard ([web version](https://members.clickminded.com/)).\r\n\r\n### 02▸ Search for the SOP you want to whitelabel and click on that SOP.\r\n\r\n### 03▸ Under \"Project Management Integrations\", click on “Trello.”\r\n\r\n\r\n \r\n\r\n### 04▸ Authorize ClickMinded to access your Trello account.\r\n\r\n\r\n  The SOP is now imported into your Trello account.","html":"<p>SOP 240: Connect Your SOPs To Your Go-To Platform with Project Management Integrations</p>\n<p>To export ClickMinded SOPs to your project management platform of choice.</p>\n<p><strong>Last Updated / Reviewed:</strong> 05/17/2024</p>\n<p><strong>Execution Time:</strong> 3 - 5 Mins</p>\n<p><strong>🚀 Goal:</strong> To export ClickMinded SOPs to your project management platform of choice.</p>\n<p><strong>🤞 Ideal Outcome:</strong> You will have exported ClickMinded SOPs to Asana, ClickUp, Trello, and any other third-party platforms supported by ClickMinded.</p>\n<p><strong>🤔 Why this is important:</strong> Exporting ClickMinded SOPs to platforms like Asana, Trello allow you to delegate SOPs and build your company knowledge right from your existing project management tools.</p>\n<p><strong>🧐 Where this is done</strong> ClickMinded Members' area.</p>\n<p><strong>🗓️ When this is done:</strong> When you want to integrate or delegate ClickMinded SOPs from your existing project management tools.</p>\n<p><strong>👨 Who does this:</strong> Agency/business owners, marketing manager, and consultants.</p>\n<p>__⚠️Prerequisites or requirements: __</p>\n<p>• <strong>Important</strong>: This feature is only available for users of the Marketing Operating System.</p>\n<p>• You will also need an existing account for the platform you intend to export the SOPs to, for example: Asana, Notion, ClickUp, etc.</p>\n<p><a href=\"https://members.clickminded.com/sop/240\"><strong>Click here to get the most up-to-date version of this SOP</strong></a></p>\n<h2>Before you start</h2>\n<p>You can export ClickMinded SOPs to these platforms:</p>\n<ul>\n<li>Asana</li>\n<li>ClickUp</li>\n<li>Trello</li>\n<li>Notion</li>\n<li>Monday</li>\n</ul>\n<p>Scroll down or use the table of contents for steps to export ClickMinded SOPs to your preferred platform.</p>\n<h2>Export to Asana</h2>\n<h3>01▸ Login to ClickMinded members’ dashboard (<a href=\"https://members.clickminded.com/\">web version</a>).</h3>\n<h3>02▸ Search for the SOP you want to export and click on that SOP.</h3>\n<h3>03▸ Under \"Project Management Integrations\", click on “Asana.”</h3>\n<p> </p>\n<h3>04▸ You’ll be redirected to Asana’s permission page. Select “Allow”.</h3>\n<h3>05▸ You will be redirected to your Asana workspace, where you will find the imported SOP and the subtasks added to your Asana project.</h3>\n<h2>Export to Notion</h2>\n<p>Before you Export an SOP to your Notion account, you need to first create a dedicated page in Notion where you want to export the SOPs to. Copy the URL of the new Notion page (you will need this later). Note: You can also use an existing page in your current Notion account.</p>\n<h3>01▸ Now login to ClickMinded members’ dashboard (<a href=\"https://members.clickminded.com/\">web version</a>).</h3>\n<h3>02▸ Search for the SOP you want to export and click on that SOP.</h3>\n<h3>03▸ Under \"Project Management Integrations\", click on “Notion.”</h3>\n<p> </p>\n<h3>04▸ You will be redirected to the Notion’s permission page. Click “Select Pages.”</h3>\n<h3>05▸ Select the page you’ve created previously — This is where the SOP will be exported to, and click “Allow Access”</h3>\n<p>The SOP is now exported to your private Notion workspace.</p>\n<h2>Export to ClickUp</h2>\n<h3>01▸ Login to ClickMinded members’ dashboard (<a href=\"https://members.clickminded.com/\">web version</a>).</h3>\n<h3>02▸ Search for the SOP you want to whitelabel and click on that SOP.</h3>\n<h3>03▸ Under \"Project Management Integrations\", click on “ClickUp.”</h3>\n<p> </p>\n<h3>04▸ Choose a workspace to connect</h3>\n<p>The SOP is now imported into your ClickUp workspace.</p>\n<h2>Export to Monday</h2>\n<h3>01▸ Login to ClickMinded members’ dashboard (<a href=\"https://members.clickminded.com/\">web version</a>).</h3>\n<h3>02▸ Search for the SOP you want to whitelabel and click on that SOP.</h3>\n<h3>03▸ Under \"Project Management Integrations\", click on “Monday.”</h3>\n<p> </p>\n<h3>04▸ Select “Install the app”. This is a custom ClickMinded third-party Monday app that allows us to export SOPs directly into your workspace.</h3>\n<h3>05▸ Authorize ClickMinded to install the platform interpreter to your Monday account.</h3>\n<h3>06▸ Once installed, head back to the export screen, and select “Export to Monday”</h3>\n<p>You’ve now imported the SOP to your organization’s workspace.</p>\n<h2>Export to Trello</h2>\n<h3>01▸ Login to ClickMinded members’ dashboard (<a href=\"https://members.clickminded.com/\">web version</a>).</h3>\n<h3>02▸ Search for the SOP you want to whitelabel and click on that SOP.</h3>\n<h3>03▸ Under \"Project Management Integrations\", click on “Trello.”</h3>\n<p> </p>\n<h3>04▸ Authorize ClickMinded to access your Trello account.</h3>\n<p>  The SOP is now imported into your Trello account.</p>\n"}