How to Turn Slack and WhatsApp Chats into Action Using ClickUp

ClickUp helps you turn messy team conversations in Slack and WhatsApp into organized tasks, projects, and workflows so nothing slips through the cracks.

This how-to guide walks you through a practical process for capturing, organizing, and managing chat-based work so your team spends less time searching for messages and more time getting things done.

Why Use ClickUp With Slack and WhatsApp

Slack and WhatsApp are great for quick conversations, but they are not built for project management. Messages get buried, decisions are hard to track, and tasks often live only in a chat thread.

By connecting your chat tools to ClickUp, you can:

• Convert important messages into trackable tasks
• Keep project details, files, and comments in one place
• Assign clear owners and due dates instead of vague chat agreements
• Reduce context switching between apps

The following steps are based on the principles outlined in the comparison of Slack and WhatsApp in the original guide at this article, but focused on building a practical workflow in your workspace.

Step 1: Plan Your ClickUp Structure for Chat-Driven Work

Before connecting tools, design a simple structure in ClickUp that mirrors how your team already communicates.

Decide Where Chat Requests Should Land in ClickUp

Start by choosing the Spaces, Folders, and Lists that will receive tasks created from Slack or WhatsApp conversations.

1. Create or pick a Space for cross-team requests, such as “Operations” or “Support”.

2. Add a Folder like “Chat Requests” to keep these tasks grouped.

3. Create Lists for key channels or categories. For example:

   • “Slack – General Requests”
   • “Slack – Customer Support”
   • “WhatsApp – Client Approvals”

Keeping this structure simple makes it easier for teammates to know where their converted chat messages will live in ClickUp.

Define Task Types for Chat Messages

Not every chat message deserves a task. Decide what should become a task inside ClickUp, such as:

• Action items assigned to a specific person
• Bug reports or product feedback
• Client requests that impact scope, budget, or deadlines
• Decisions that must be documented and tracked

Write this down in a short internal guideline so your team is consistent when turning chat messages into work items.

Step 2: Capture Slack Messages into ClickUp Tasks

Use the Slack integration to send key messages directly into ClickUp as tasks without leaving the conversation.

Connect Slack to ClickUp

Inside your workspace, connect Slack so your team can quickly capture important threads. The high-level process is:

1. Open your workspace settings.
2. Find the Slack integration in the available apps or integrations section.
3. Authorize Slack access for your workspace.
4. Choose the workspace or channels that can send messages into ClickUp.

Once connected, your team can start turning messages into tasks straight from Slack.

Create ClickUp Tasks from Slack Messages

After the integration is active, guide your team to use a simple workflow:

1. Find the important message in Slack that contains a request, decision, or bug description.

2. Use the ClickUp shortcut or message action in Slack to create a task.

3. Select the destination List you planned earlier, such as “Slack – General Requests”.

4. Refine the task by:

   • Editing the task name for clarity
   • Adding a short description or context
   • Assigning an owner
   • Setting a due date

Encourage teammates to add just enough detail so anyone who opens the task in ClickUp can act on it without searching Slack again.

Step 3: Organize WhatsApp Conversations into ClickUp

WhatsApp is often used for external communication with clients or field teams, which makes structured follow-up critical.

Standardize How WhatsApp Messages Enter ClickUp

Depending on your tech stack, your team might use forwarding, integrations, or manual capture. Regardless of the method, keep a consistent pattern:

1. Identify actionable messages in WhatsApp, such as client approvals, scope changes, or urgent issues.

2. Send or copy the message into ClickUp as a new task in your “WhatsApp – Client Approvals” or similar List.

3. Include core details in the task:

   • Client name and contact
   • Date and time of the request
   • Exact request or decision text

4. Attach files or screenshots if the WhatsApp message included documents or media.

The goal is to make ClickUp the reliable record of what was decided or requested over WhatsApp, instead of searching chat history.

Tag and Group WhatsApp-Related Tasks in ClickUp

To make tasks easier to filter and report on, use simple, consistent tags, such as:

• #whatsapp-client for all WhatsApp client requests
• #urgent for time-sensitive tasks
• #follow-up for items that require a later check-in

With these tags, you can build views in ClickUp that show all WhatsApp-driven work across teams.

Step 4: Build Workflows in ClickUp for Chat-Derived Tasks

Once messages from Slack and WhatsApp are consistently captured, define workflows in ClickUp so each task clearly progresses from request to completion.

Design Simple Statuses in ClickUp

Create a minimal but complete set of statuses for Lists that receive chat-based tasks, for example:

• Inbox
• In Review
• In Progress
• Waiting on Client
• Completed

Use the same status structure across Lists where possible so reporting and training stay simple.

Use Views in ClickUp to Stay on Top of Chat Requests

Set up a few key Views for your team:

• Board View: to drag and drop tasks from “Inbox” to “Completed”.
• List View: to see all Slack and WhatsApp tasks with assignees and due dates.
• Calendar View: to understand upcoming deadlines created from chat requests.

Share these Views with your team so everyone manages chat-driven work the same way inside ClickUp.

Step 5: Keep Communication in ClickUp, Not Just in Chat

To avoid losing context, move follow-up conversations from Slack and WhatsApp into ClickUp once a task exists.

Comment and Collaborate Inside ClickUp Tasks

Use task comments instead of long, scattered chat threads:

• Ask questions directly on the related task.
• Mention teammates with @ mentions to get quick responses.
• Attach updated files and versions.
• Summarize any new decisions from Slack or WhatsApp.

This keeps a single source of truth for each request or project, while Slack and WhatsApp remain channels for quick touchpoints.

Use ClickUp as the Official Record of Decisions

Whenever a final decision is made in chat, add it to the relevant task in ClickUp. You can:

• Paste the key message or summary into the task description or comments.
• Update the task status to reflect the decision.
• Adjust due dates, priorities, or assignees.

This habit prevents confusion about which message was “final” and keeps your reporting accurate.

Step 6: Review and Improve Your ClickUp Chat Workflow

Once your team has used this workflow for a few weeks, schedule a short review to refine it.

Audit How Slack and WhatsApp Messages Become ClickUp Tasks

Look at a sample of recent tasks created from chat and ask:

• Are descriptions clear enough to act on without checking Slack or WhatsApp?
• Are responsibilities and due dates assigned consistently?
• Are statuses used correctly in ClickUp?

Update your internal guidelines if you see patterns of confusion or missing information.

Optimize Collaboration Around ClickUp

Encourage your team to:

• Convert fewer, higher-quality messages into tasks instead of every small chat.
• Use ClickUp Views to manage their day rather than browsing old chat threads.
• Store final files, briefs, and approvals inside tasks so work is always discoverable.

Over time, your workspace becomes the hub for structured work, while Slack and WhatsApp remain powerful but focused communication tools.

Next Steps and Additional Resources

If you want help designing a more advanced structure, templates, or automation around your workflows, you can explore consulting services from Consultevo.

To understand more about how your chat platforms differ and where they fit best in your stack, review the detailed comparison of Slack and WhatsApp provided in the original Slack vs WhatsApp guide. Use those insights together with the steps above to build a streamlined, reliable workflow inside ClickUp that turns everyday conversations into trackable results.

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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