How to Manage Slack Projects in ClickUp

Using ClickUp with Slack turns chaotic message threads into organized, trackable work. This step-by-step guide shows you exactly how to capture tasks, manage projects, and keep your team aligned without leaving your chat tool.

The instructions below are based on the workflows described in the original guide on Slack project management available at this ClickUp blog article.

Why Use ClickUp for Slack Project Management

Slack is excellent for real-time conversations, but projects can quickly get buried in long channels and DMs. By connecting Slack with ClickUp, you can:

• Turn important messages into actionable tasks
• Organize work in clear views instead of messy threads
• Assign owners and due dates so nothing slips through the cracks
• Track progress from simple to complex projects

In short, Slack keeps the conversation flowing while ClickUp keeps the work structured and visible.

Step 1: Set Up Your ClickUp Workspace

Before you connect anything to Slack, prepare a flexible structure in ClickUp that can handle projects coming from different channels and teams.

Create a Space for Slack Projects in ClickUp

1. Sign in to your ClickUp account.
2. From the sidebar, create a new Space dedicated to Slack-sourced work. For example, name it “Slack Projects”.
3. Choose default features for this Space, such as tasks, docs, dashboards, and views, depending on your team’s needs.

This Space will act as a central hub where work from Slack can be captured and organized.

Set Up Folders and Lists in ClickUp

Next, create folders and lists that mirror how your Slack channels are organized. This helps your team quickly find tasks created from messages.

1. Create Folders by team or department, such as “Marketing”, “Product”, or “Customer Support”.
2. Inside each folder, create Lists based on project types or workflows, like “Campaigns”, “Feature Requests”, or “Bug Reports”.
3. Decide which lists should receive tasks created directly from Slack messages.

By structuring your ClickUp workspace around your Slack environment, you make it easier for everyone to understand where newly created tasks belong.

Step 2: Connect Slack and ClickUp

Once your workspace is ready, connect Slack with ClickUp so you can create and manage tasks without switching tools constantly.

Install the ClickUp App in Slack

1. Open Slack and go to the Apps section.
2. Search for the ClickUp app.
3. Click Add or Install, then follow the prompts to connect your Slack workspace with your ClickUp workspace.
4. Authorize permissions so Slack can send information to ClickUp and return task updates back to your channels.

After installation, you should see confirmation that Slack can now communicate with ClickUp.

Configure Notifications from ClickUp

To keep teams informed without creating noise, decide which events in ClickUp should post to Slack channels.

1. In ClickUp, open your workspace settings and navigate to the Slack integration settings.
2. Select the Slack channels that should receive ClickUp updates.
3. Choose which activity types to send, such as:

• New task created
• Task status changed
• New comment added
• Task closed or completed

Start with essential notifications only and expand later if needed. This keeps Slack useful instead of overwhelming.

Step 3: Turn Slack Messages into ClickUp Tasks

The most powerful part of the integration is transforming conversations into clear, trackable tasks inside ClickUp.

Create Tasks from Slack Messages

1. In any Slack channel or direct message, hover over a message that contains something actionable.
2. Open the message menu (often shown with three dots).
3. Select the option to Create task in ClickUp (wording may vary slightly depending on the app version).
4. Choose the ClickUp Space, Folder, and List where the task should live.
5. Edit the task name, description, and other basic details as needed.
6. Click Create to send the task into ClickUp.

The original Slack message can be added to the task description so you keep the full context.

Assign and Schedule Tasks from Slack

While creating a task from Slack, take a moment to make it immediately actionable.

• Assign an owner: Choose the responsible person in ClickUp so everyone knows who is accountable.
• Set a due date: Add a clear deadline to keep priorities visible.
• Add watchers: Include teammates who should stay informed but are not responsible for completing the task.

This simple process ensures Slack discussions turn into organized, time-bound work items in ClickUp instead of lingering as forgotten messages.

Step 4: Organize and Track Work in ClickUp

After tasks are flowing in from Slack, use the project management features in ClickUp to keep everything on track.

Use Views in ClickUp to See Work Clearly

Switch between different views in your workspace to suit different roles and workflows.

• List View: See all tasks created from Slack in a simple list with assignees, statuses, and due dates.
• Board View: Visualize tasks as cards on a Kanban-style board organized by status.
• Calendar View: Review deadlines for tasks that started in Slack and are now scheduled in ClickUp.

Encourage your team to work primarily from these views, not from Slack threads, once tasks are created.

Use ClickUp Statuses to Reflect Progress

Customize task statuses in ClickUp so they match your real workflow, then keep them updated as work moves forward.

1. Open the relevant list or folder in ClickUp.
2. Configure statuses such as To Do, In Progress, In Review, and Complete.
3. Require team members to update statuses as they act on tasks created from Slack.

With accurate statuses, you can quickly see what came from Slack, what is in motion, and what has been delivered.

Step 5: Collaborate Efficiently Between Slack and ClickUp

Once your integration is active, refine daily habits so your team gets the most from both tools.

Decide What Stays in Slack vs. ClickUp

Align your team on when to chat and when to work inside ClickUp.

• Use Slack for quick questions, clarifications, and informal discussion.
• Use ClickUp for requirements, checklists, attachments, and long-term documentation.

Make it a rule that anything requiring follow-up or a deadline must be turned into a task in ClickUp.

Use Comments in ClickUp Instead of Long Threads

After a task is created from a Slack message, move ongoing conversation to the task itself.

1. Open the task in ClickUp.
2. Use the comments section to ask questions, share files, and mention teammates.
3. Keep important decisions inside the task so they are easy to find later.

This keeps Slack lighter and makes task history easier to audit.

Step 6: Review and Improve Your ClickUp Workflow

As your team relies more on ClickUp for Slack project management, regularly refine your setup.

• Adjust notification rules so Slack only shows meaningful updates from ClickUp.
• Refine task templates so recurring work from Slack becomes faster to set up.
• Review completed tasks created from Slack to ensure they had enough detail and context.

Over time, you will create a smooth loop where Slack surfaces ideas and conversations, and ClickUp turns them into structured, trackable work.

Next Steps

To deepen your project workflows, explore additional project management resources from specialist providers such as Consultevo. Combine expert guidance with your ClickUp and Slack integration to continually improve how your team plans, executes, and tracks work.

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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