Create custom Chat sections in ClickUp 3.0

In ClickUp 3.0, you can create custom Chat sections to organize AI conversations, keep related work together, and help your team quickly find important discussion threads. This guide walks you through creating, editing, and managing custom Chat sections so your workspace communication stays structured and easy to navigate.

What are custom Chat sections in ClickUp?

Custom Chat sections let you group related Chat views under meaningful labels. Instead of a long, unorganized list of chats, you can separate internal conversations, client discussions, AI Chat threads, or project-specific messages into distinct sections.

These sections are available inside the Chat page in ClickUp 3.0 and are especially useful when you’re using AI Chat for multiple topics, different teams, or separate workflows.

Benefits of custom Chat sections in ClickUp

• Keep AI-powered Chat views grouped by topic or team.
• Reduce clutter in the Chat sidebar for faster navigation.
• Improve collaboration by giving teammates a clear Chat structure.
• Support repeatable processes by reusing standard section layouts.

Prerequisites for using Chat sections in ClickUp

Before you set up custom Chat sections, make sure your workspace meets these basic requirements:

• You’re using the ClickUp 3.0 interface.
• You have access to the Chat page in the left sidebar.
• You have permission to create or edit Chat views in your workspace or Space.

If you’re unsure about availability or permissions, check with your workspace admin or review the official documentation on the ClickUp help center page for custom Chat sections.

How to open the Chat page in ClickUp

First, navigate to the Chat page where your custom sections will appear.

1. Sign in to your ClickUp workspace.
2. In the left sidebar, locate the Chat icon or menu item.
3. Click it to open the main Chat page, where all Chat views and sections are listed.

On this page, you’ll see your existing Chat views and any current sections organizing them.

Create a new custom Chat section in ClickUp

Follow these steps to create a new section that groups related Chat views in ClickUp 3.0.

1. Open the Chat page.
   Ensure you’re on the Chat page in the ClickUp sidebar.
2. Locate the Chat views list.
   Find the area where your existing Chat views are displayed.
3. Add a new Chat section.
   Look for an option such as New section or a plus (+) button in the Chat sidebar, then select it to create a new section.
4. Name your section.
   Enter a clear, descriptive name, for example:
   • AI Brainstorming
   • Client Support Chats
   • Product Feedback
   • Internal Team Chat
5. Confirm and create.
   Save or confirm to add the new custom Chat section to your Chat sidebar.

Once created, the new section will appear as a collapsible group in your Chat view list.

Add existing Chat views to a section in ClickUp

After you’ve created a custom section, move your existing Chat views into it to stay organized.

1. Find the Chat view you want to move.
   In the Chat list, locate the Chat view that should be grouped under your new section.
2. Drag and drop into the section.
   Click and drag the Chat view into the desired custom section and release it when the section highlights or shows a drop indicator.
3. Repeat for other views.
   Move all related Chat views into the same section to keep topics or teams grouped together.

Drag-and-drop organization makes it simple to refine your Chat sidebar in ClickUp as your workflows evolve.

Create new Chat views inside a section in ClickUp

You can also create new Chat views directly under a section to keep future conversations organized from day one.

1. Select the target section.
   Hover over the Chat section where you want new chats to appear.
2. Add a new Chat view.
   Use the available New Chat or + button, depending on the ClickUp layout, while your cursor is focused on that section.
3. Name the Chat view.
   Give the Chat a clear name that matches the section’s theme.
4. Confirm and start chatting.
   Save the new Chat view and start your conversation within the correct section.

Rename or reorder custom Chat sections in ClickUp

As your workspace changes, you may want to rename or rearrange sections.

Rename a Chat section in ClickUp

1. Hover over the section header.
   Move your cursor over the section name you want to change.
2. Open the section options.
   Click the three-dot menu or edit icon next to the section name.
3. Select Rename.
   Choose the option to rename the section.
4. Type the new name.
   Enter a new label that better describes the chats inside.
5. Save your changes.
   Confirm the new name so it appears in the Chat sidebar.

Reorder Chat sections in ClickUp

1. Click and hold the section header.
   Grab the section by its title bar or draggable handle.
2. Drag the section up or down.
   Move it to your preferred position in the Chat list.
3. Release to drop.
   Place the section where it best fits your team’s navigation flow.

Reordering sections helps you keep your most important communication areas at the top of the Chat sidebar.

Collapse, expand, and manage sections in ClickUp

To keep your Chat sidebar tidy, you can collapse or expand sections and control which chats are visible at a glance.

• Collapse a section: Click the arrow or caret next to the section header to hide all chats inside it.
• Expand a section: Click the arrow again to show all Chat views within that section.
• Move chats between sections: Drag any Chat view from one section to another whenever its topic changes.

Using these controls, you can quickly focus on a single area of communication without losing track of other Chat views in ClickUp.

Delete a custom Chat section in ClickUp

If a section is no longer needed, you can remove it safely without losing access to your Chat views.

1. Hover over the section name.
   Move your cursor to the header of the section you want to delete.
2. Open the section menu.
   Click the three-dot menu or options icon.
3. Select Delete section.
   Choose the option to remove the section.
4. Review the behavior.
   Chats are typically retained and moved out of the deleted section, depending on how ClickUp manages ungrouped views in your layout.
5. Confirm deletion.
   Confirm the action to remove the section from your Chat sidebar.

Deleting a section only changes how your chats are organized and does not usually erase the underlying Chat views.

Best practices for Chat sections in ClickUp

To get the most from custom Chat sections, consider these simple guidelines:

• Use clear, descriptive names. For example, separate sections by team, client, or project.
• Limit the number of sections. Too many sections can make navigation harder, even in ClickUp.
• Review sections regularly. Archive or delete unused sections so your Chat page stays relevant.
• Align with your workspace hierarchy. Mirror your Spaces, Folders, or key projects where it makes sense.

More resources for optimizing ClickUp

Custom Chat sections are one part of building a well-structured productivity system. For broader workflow design, automation, and implementation support beyond ClickUp’s basic docs, you can explore consulting resources such as Consultevo for process and tool optimization.

For the most up-to-date, official guidance and any interface changes related to custom Chat sections, always refer back to the ClickUp help article on creating custom Chat sections.

By carefully setting up, naming, and maintaining Chat sections in ClickUp 3.0, you ensure your AI conversations and team messages remain organized, discoverable, and aligned with how your organization works.

Need Help With ClickUp?

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

Get Help

“`