Use ClickUp previews in Slack

Connecting ClickUp with Slack lets your team preview tasks, Docs, and comments directly in Slack messages, so everyone can understand context without switching tools.

This guide explains how to set up the integration, choose what is previewed, and manage privacy so your workspace stays organized and secure.

How ClickUp previews work in Slack

When the Slack integration is enabled, pasting a link from ClickUp into a Slack channel or direct message automatically generates a rich preview. This preview shows key information so teammates can quickly decide whether they need to open the item in full.

Supported link types include:

• Task links from ClickUp
• Doc links from ClickUp
• Comment and threaded comment links

Previews appear as a message block under the original link and can include status, assignee, and additional details, depending on what the link references and what is visible to members.

Requirements for using ClickUp in Slack

Before you can use previews, make sure a workspace owner or admin has connected Slack to your ClickUp workspace.

Basic requirements include:

• An active ClickUp workspace
• A Slack workspace where you are a member
• Permission to install apps in Slack, or assistance from a Slack admin

If the integration is not installed yet, your owner or admin can follow the installation steps in the official help center.

Enable the ClickUp Slack integration

To start previewing items, Slack must be connected to ClickUp for your workspace. Only workspace owners or admins can perform the installation.

1. Open your workspace settings in ClickUp.

2. Navigate to the integrations area and choose Slack.

3. Click the option to connect Slack to ClickUp.

4. Authorize the connection when prompted in Slack.

5. Select which Slack workspace to connect if you are part of multiple workspaces.

After authorization, the integration is active and links shared from ClickUp into Slack will begin generating previews based on your preferences.

Configure ClickUp preview settings

Once the integration is enabled, you can configure how ClickUp previews behave in Slack. This helps balance visibility and privacy while keeping messages uncluttered.

Choose which ClickUp items generate previews

Workspace owners or admins can decide what type of content creates previews when links are pasted in Slack. Typical options include:

• Tasks only
• Tasks and Docs
• Tasks, Docs, and comments

Adjust these options in the Slack integration settings inside ClickUp so only the content you want to expose appears in Slack channels.

Control privacy for ClickUp previews

Previews follow the permissions defined in your ClickUp workspace. If someone in Slack does not have access to a specific task or Doc in ClickUp, they will not see sensitive details.

Depending on your workspace configuration, a restricted link may show:

• A limited preview with minimal metadata
• No preview at all, keeping private data hidden

To reduce confusion, make sure team members who need to see previews are invited to the correct spaces, folders, and lists inside ClickUp.

Preview ClickUp tasks in Slack

Tasks are the most common items shared from ClickUp. Pasting a task link into Slack automatically shows a preview with core task data so team members can understand work at a glance.

What appears in a ClickUp task preview

A task preview can include:

• Task name and ClickUp link
• Current status (for example, To Do, In Progress, Complete)
• Assignee, if any
• Due date, if set
• List or location information

The exact details can vary depending on features enabled in your workspace and what is visible to the viewer.

Share a ClickUp task for preview

To share a task preview in Slack:

1. Open the task in ClickUp.

2. Copy the task URL from your browser or the task share options.

3. Paste the link into a Slack channel or direct message.

4. Wait a moment for Slack to expand the link into a preview block.

Team members can quickly decide whether they need to open the task in ClickUp or simply react and move on.

Preview ClickUp Docs in Slack

ClickUp Docs links can also generate previews, helping your team identify the right document without leaving Slack.

What appears in a ClickUp Doc preview

When a ClickUp Doc is shared, the preview can contain:

• Doc name and link
• Workspace or location details
• A short description or contextual information, if available

This makes it easier to distinguish between similar Docs, especially in busy channels.

Share a ClickUp Doc for preview

To share a Doc preview in Slack:

1. Open the Doc in ClickUp.

2. Copy the Doc link from your browser or the share menu.

3. Paste the link into your Slack conversation.

4. Allow Slack to generate the preview underneath the message.

Viewers with access can click the link to open the full Doc in ClickUp.

Preview ClickUp comments and threads

You can reference specific conversations by sharing links to ClickUp comments in Slack. This keeps discussions connected, even across tools.

Comment previews from ClickUp

When a comment link from ClickUp is pasted in Slack, the preview can show:

• The comment content or an excerpt
• The task or Doc the comment belongs to
• The author and timestamp

This helps your team see the context of a discussion without reading the full comment thread in ClickUp.

Share threaded ClickUp comments

To share a threaded comment from ClickUp in Slack:

1. Open the task or Doc containing the thread.

2. Locate the specific comment or thread you want to reference.

3. Copy the direct comment link.

4. Paste it into Slack and wait for the preview to appear.

Teammates can then jump straight to the comment in ClickUp if they need more detail or want to reply.

Manage ClickUp previews and troubleshoot

Sometimes ClickUp previews may not appear as expected. Use these checks to resolve common issues.

If ClickUp previews are not showing

If a pasted link is not generating a preview in Slack:

• Confirm the Slack integration is installed and active in ClickUp.
• Verify that the item type (task, Doc, comment) is enabled in integration settings.
• Check that the user posting the link is a member of the correct ClickUp workspace.
• Make sure the viewer has permission to access the item in ClickUp.
• Try reconnecting the Slack app if authorization has changed.

If issues persist, you can review the detailed instructions and troubleshooting steps in the official help article: Preview tasks, Docs, and comments in Slack.

Adjust or disable ClickUp previews

Workspace owners and admins can change how frequently previews appear, or disable certain preview types, from the integration settings page inside ClickUp.

Typical adjustments include:

• Allowing only task previews
• Turning off comment previews while keeping task and Doc previews
• Disabling all previews while leaving other integration features active

Use these options to match how your team works in Slack and how you want information from ClickUp displayed.

Next steps with ClickUp and Slack

Using previews is just one part of connecting ClickUp with Slack. You can also explore notifications, slash commands, and automation to create a more unified workflow.

For broader workflow consulting, automation design, and training around ClickUp and other tools, you can visit Consultevo for professional services.

Once previews are configured, keep an eye on how your team uses them in day-to-day conversations. Fine-tune your ClickUp integration settings as needed so Slack channels stay clear, informative, and secure.

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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