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How to Use ClickUp with Slack

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How to Use ClickUp with Slack for Project Management

ClickUp makes it easy to turn everyday Slack conversations into organized work by connecting tasks, updates, and workflows directly to your team chats.

This how-to guide walks you step by step through integrating Slack with ClickUp so your team can manage projects without leaving their favorite communication tool.

Why Connect Slack and ClickUp?

Linking Slack with ClickUp helps you reduce context switching and keep information in sync. Instead of hunting through channels for decisions or assignments, you convert messages into structured work items.

When you set up the integration, your team can:

  • Create new tasks from Slack messages
  • Attach Slack threads to existing tasks
  • Receive automatic task notifications in channels or DMs
  • Search and open tasks directly from Slack
  • Keep stakeholders informed without manual updates

Prerequisites for the ClickUp Slack Integration

Before you start, make sure you have:

  • An active ClickUp Workspace and permission to add integrations
  • A Slack workspace where you can install apps
  • Browser access to the official integration instructions for reference

Step 1: Install the ClickUp App in Slack

First, connect Slack and ClickUp so the two platforms can share data securely.

  1. Open Slack in your browser or desktop app.

  2. Go to the Slack App Directory.

  3. Search for the ClickUp app.

  4. Click Add to Slack.

  5. Review the requested permissions and click Allow to install the app in your Slack workspace.

After installation, you will see ClickUp appear in the list of apps in your Slack sidebar.

Step 2: Connect Your Slack Account to ClickUp

Next, authorize your user account so Slack knows which ClickUp Workspace and Spaces to access.

  1. In Slack, open the ClickUp app from the sidebar.

  2. Click the Connect or Sign in to ClickUp button.

  3. A browser window will open asking you to log in to your ClickUp account if you are not already signed in.

  4. Select the Workspace you want to connect to Slack.

  5. Approve the connection so ClickUp can send and receive data with Slack.

Once complete, Slack will confirm the connection and you can start configuring how ClickUp behaves in your channels.

Step 3: Configure ClickUp Notifications in Slack

To avoid notification overload, choose which events from ClickUp should appear in Slack and where they should be posted.

Set Up Personal Notifications from ClickUp

  1. In ClickUp, open your profile or settings menu.

  2. Navigate to Notifications.

  3. Look for the Slack section and connect or confirm your Slack account if prompted.

  4. Choose which updates you want to receive as Slack direct messages, such as:

    • New tasks assigned to you
    • Comments on tasks you are watching
    • Status changes or due date updates

Send ClickUp Updates to Slack Channels

  1. In ClickUp, open the Space, Folder, or List you want to monitor.

  2. Go to the settings or automation options for that location.

  3. Create a new automation or notification that triggers on events such as:

    • Task created
    • Status changed
    • Due date reached

  4. Select Slack as the action and choose the channel where updates should post.

  5. Save the configuration.

Now, key changes in ClickUp will automatically appear in the relevant Slack channels, keeping your team informed in real time.

Step 4: Create ClickUp Tasks Directly from Slack

One of the biggest advantages of the integration is the ability to turn ad-hoc messages into structured tasks.

Create a New Task from a Message

  1. Hover over a Slack message that should become a task.

  2. Click the More actions (ellipsis) icon.

  3. Select Create task in ClickUp (or similar wording depending on your Slack view).

  4. In the pop-up window, choose the Workspace, Space, Folder, and List where the task should live.

  5. Edit the task name and description. The original Slack message content will usually populate automatically.

  6. Assign the task, set a due date, and adjust any fields offered.

  7. Click Create.

The newly created item will now appear in your ClickUp List, and a link may be added back to the Slack thread for quick navigation.

Attach Slack Conversations to Existing Tasks

  1. Find the Slack message that contains important context for an existing task.

  2. Open the More actions menu for that message.

  3. Choose Attach to task in ClickUp if available.

  4. Search for the task by name or paste a task link.

  5. Confirm the attachment.

This keeps all relevant discussion connected to the work item in ClickUp while still allowing chat to continue naturally in Slack.

Step 5: Manage Workflows with ClickUp and Slack

Once your integration is in place, you can design workflows that keep projects moving efficiently across both platforms.

Use ClickUp Views While Collaborating in Slack

While teams coordinate in Slack, project managers can keep an eye on work using:

  • List view for backlog grooming and prioritization
  • Board view to visualize task progress across stages
  • Calendar view for scheduling deliverables and events
  • Gantt view for timelines and dependencies

Share task links from ClickUp into Slack channels so everyone can open the correct item, update fields, or add comments as needed.

Automate Routine Updates from ClickUp

Use automations in ClickUp to reduce manual check-ins. For example, you can set up rules that:

  • Post in a Slack channel when a task moves to a specific status
  • Alert a team channel when high-priority tasks are created
  • Notify stakeholders when tasks are marked complete

These workflows keep the whole team aligned without needing extra status meetings.

Best Practices for Using ClickUp with Slack

To get the most value from the integration, follow a few simple guidelines.

  • Define clear channel purposes: Map each Slack channel to a Space, Folder, or project in ClickUp so discussions stay focused.
  • Standardize task creation: Encourage team members to create tasks from Slack whenever a conversation requires follow-up work.
  • Limit notifications: Only send high-value ClickUp events to busy channels to prevent alert fatigue.
  • Use naming conventions: Align project, List, and channel names to make it obvious where each conversation belongs.
  • Review automations regularly: Adjust which ClickUp triggers send posts to Slack as your processes evolve.

Troubleshooting the ClickUp Slack Integration

If something is not working as expected between Slack and ClickUp, check the following items.

  • Permissions: Confirm you still have permission to use the ClickUp app in Slack.
  • Account connections: Make sure your user account is connected to the correct Workspace in ClickUp.
  • Channel access: Verify that the Slack app has access to the channels where notifications should appear.
  • Integration re-install: If issues persist, remove and reinstall the ClickUp app in Slack, then reconnect.

Next Steps for Optimizing ClickUp Workflows

After you link Slack and ClickUp, refine your processes by mapping out your full project lifecycle, documenting automation rules, and setting standards for how tasks are created and updated from chat.

If you want expert help designing scalable workflows, consider speaking with a consulting partner such as Consultevo to align your ClickUp setup with your broader project management strategy.

By connecting real-time communication in Slack with structured work management in ClickUp, your team can capture decisions instantly, keep execution synchronized, and ship projects with far less friction.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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