Use Chat View in ClickUp

Chat view in ClickUp lets teams keep real-time conversations directly alongside tasks, Docs, and projects, so work and communication stay together in one place.

This guide explains how to add Chat view, where you can use it, and how to manage and remove it when you no longer need it.

What is Chat view in ClickUp?

Chat view is a flexible space for ongoing discussions. Instead of splitting conversations across different tools, you can keep messages, links, and updates right inside your workspace.

With Chat view, you can:

• Collaborate with your team in real time.
• Share updates and decisions for specific parts of your hierarchy.
• Keep all relevant conversations close to related work.

You can add multiple Chat views in different places, depending on where your team needs to talk.

Where you can use Chat view in ClickUp

You can add a Chat view almost anywhere you work. This makes it easy to keep focused conversations tied to the right work items.

Locations that support Chat view in ClickUp

You can add a Chat view to:

• Spaces for broad team or department discussions.
• Folders for project-level conversations and status updates.
• Lists for more focused talks about related tasks.
• Dashboards when you need a central collaboration panel for reporting or leadership reviews.

Each Chat view is unique to its location, so your conversations stay relevant to the work at that level.

How to add a Chat view in ClickUp

Follow these steps to add a Chat view wherever your team collaborates.

Step 1: Open the right location in ClickUp

First, navigate to the level where you want to create a Chat view. For example, open the Space, Folder, List, or Dashboard that should host the new chat.

• Use the Sidebar to find the correct Space, Folder, or List.
• Open your Dashboard from the Dashboards section if you want a central chat panel.

Step 2: Add a new view in ClickUp

Once you are in the correct location, add a view to host your chat.

1. At the top of the location, click the + View button.
2. In the view options window, look for the communication or collaboration views.
3. Select Chat as the view type.

Depending on your plan and settings, you may see additional options for organizing different kinds of views alongside Chat.

Step 3: Configure the new Chat view

After selecting the Chat view type, configure it so your team can recognize and use it easily.

1. Give your Chat view a clear name, such as “Project Chat” or “Team Standups”.
2. Choose whether the view should be private or visible to everyone with access to that location.
3. Review any available options, such as pinning the view, so it is easy to find.
4. Click Add View or the equivalent confirmation button.

The new Chat view will appear in the views bar at the top of your Space, Folder, List, or Dashboard.

How to use your Chat view in ClickUp

Once the Chat view is added, you can start collaborating immediately.

Post and manage messages in ClickUp Chat view

Inside the Chat view, you can:

• Type messages in the input box at the bottom of the view.
• @mention teammates to notify them about important updates.
• Share links, context, and quick updates at the right place in your hierarchy.

Conversations stay stored in the Chat view, so your team can scroll back to revisit context, decisions, or shared links.

Organize multiple Chat views in ClickUp

You can create different Chat views for different purposes, for example:

• A Chat view for general team announcements in a Space.
• A Chat view for project coordination in a Folder.
• A Chat view in a List for sprint-specific discussions.

Label each view clearly so everyone knows where to post questions or updates.

How to manage and edit Chat views in ClickUp

Managing your Chat views keeps your workspace clean and easy to navigate.

Rename or reorder Chat views

You can keep your hierarchy organized by updating Chat view names and their order in the views bar.

• Rename a Chat view: Open the view, click the view name, and edit the title to better describe its purpose.
• Reorder views: Drag and drop the view tabs in the views bar to place the Chat view in a more prominent position.

This helps new team members quickly find the right Chat view in ClickUp.

Control visibility in ClickUp Chat views

To reduce noise, you can adjust who can see a specific Chat view.

• Make a Chat view private if it is meant for a smaller group.
• Share a Chat view with certain people or teams by adjusting sharing settings at the view level.

These options ensure sensitive or specialized conversations are scoped to the correct audience.

How to remove a Chat view in ClickUp

If a Chat view is no longer needed, you can remove it to declutter your workspace.

Delete a Chat view safely

To remove a Chat view while working in ClickUp:

1. Open the Chat view you want to remove.
2. Click the view settings menu (often represented by three dots on the view tab).
3. Select the option to Delete or Remove the view.
4. Confirm the deletion when prompted.

Removing a Chat view only deletes that view from the location. It does not remove other tasks, Docs, or views in your hierarchy.

More resources for using ClickUp Chat view

To dive deeper into how Chat view works, including current limitations or plan-specific features, review the official product documentation:

Official Add a Chat view guide

If you need expert help planning your workspace structure or optimizing views for collaboration, you can also work with specialists experienced in ClickUp implementations and process design. A consulting partner like Consultevo can help you align Chat views and other features with your workflows.

By configuring Chat view thoughtfully at each level, your team can keep focused conversations inside ClickUp, reduce context switching, and make decisions with the full context of your work always visible.

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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