Use ClickUp with Slack

Use ClickUp with Slack

The integration between ClickUp and Slack lets your team turn conversations into tasks, receive updates instantly, and manage work without leaving your favorite communication tool.

This how-to guide walks you through connecting ClickUp to Slack, configuring notifications, and using task actions directly in your Slack workspace.

What the ClickUp and Slack integration does

When you connect ClickUp to Slack, you can bridge project management and team chat in one efficient workflow.

With this integration, you can:

  • Create tasks from Slack messages
  • Unfurl ClickUp task links into rich previews
  • Receive ClickUp notifications in Slack channels or direct messages
  • Update tasks from Slack using action buttons
  • Use slash commands to quickly interact with tasks

This setup is ideal for teams that discuss work in Slack but track and manage execution in ClickUp.

Prerequisites to connect ClickUp

Before you connect your workspace, confirm the following requirements are met:

  • You have a ClickUp account and access to the workspace you want to connect
  • You can install apps in your Slack workspace or have an admin who can
  • Your browser or desktop app can open both ClickUp and Slack

Once these conditions are met, you can safely set up the ClickUp integration with Slack.

How to connect ClickUp to Slack

Follow these steps to link your ClickUp workspace with Slack so your team can start collaborating more efficiently.

Step 1: Open the ClickUp Slack integration page

  1. Go to the official integration page: Intro to the integration with Slack.
  2. Make sure you are signed in to ClickUp in your browser.

This page explains the integration capabilities and includes the button to start connecting your ClickUp workspace.

Step 2: Authorize Slack to connect with ClickUp

  1. On the integration page, select the option to connect ClickUp with Slack.
  2. Slack opens a permissions window showing what the app can access.
  3. Verify the correct Slack workspace is selected in the top-right corner of the permissions page.
  4. Review the requested permissions carefully.
  5. Click Allow to grant access and finish the connection.

After authorization, ClickUp is installed as an app in your Slack workspace and can start sending notifications and responding to commands.

Configure ClickUp notifications in Slack

Once the connection is active, you can customize how ClickUp sends information into Slack so that your team only sees the updates that matter.

Choose which ClickUp workspace to sync

If you belong to multiple workspaces, confirm that the correct ClickUp workspace is connected to the Slack workspace you are using. This ensures that task links and notifications map to the right environment.

Select notification types from ClickUp

You can configure which events in ClickUp should trigger Slack messages. Common notification types include:

  • New tasks created in selected Spaces or Folders
  • Task status changes
  • New comments or replies
  • Assignee changes and mentions

Adjust these options to keep Slack focused on the most important updates from ClickUp.

Pick Slack channels for ClickUp alerts

To control where information appears, decide which Slack destinations receive ClickUp notifications:

  • Dedicated project channels for specific Spaces or Lists
  • Team channels for broader workspace events
  • Direct messages for personal task notifications

Using channels strategically helps keep ClickUp updates organized and visible to the right people.

Use ClickUp features inside Slack

After configuration, your team can work with ClickUp tasks directly within Slack conversations.

Create ClickUp tasks from Slack messages

Turn important discussions into actionable items in just a few clicks.

  1. Hover over a Slack message related to work you want to track.
  2. Open the message actions menu (usually the three-dot icon).
  3. Choose the option to create a task in ClickUp.
  4. Select the Space, Folder, and List for the new task.
  5. Adjust the task name, description, and assignee as needed.
  6. Save the task so it appears in ClickUp.

This keeps your ClickUp workspace aligned with real-time conversations happening in Slack.

Unfurl ClickUp task links in Slack

When you paste a ClickUp task link into Slack, the integration can expand it into a rich preview. This preview typically includes:

  • Task name and status
  • Assignee information
  • Key details such as due dates

Unfurling ClickUp links makes it easier for teammates to understand context without opening a separate browser tab.

Take task actions on ClickUp cards

In many cases, the rich preview includes interactive buttons that let you work on ClickUp tasks without leaving Slack. Depending on your configuration, you may be able to:

  • Change the task status
  • Assign or reassign the task
  • Open the task directly in ClickUp for more detailed editing

These controls speed up everyday workflows and reduce app switching.

Use slash commands with ClickUp

The integration can add slash commands to your Slack workspace. These commands let you quickly interact with ClickUp by typing into the message field. For example, you can:

  • Search for tasks from Slack
  • Open specific views or items in ClickUp
  • Trigger other task-related workflows, if configured

Check the integration documentation to see which commands your workspace supports.

Manage and disconnect the ClickUp Slack integration

Over time, you may want to update or remove the connection between ClickUp and Slack.

Review permissions for ClickUp

If your team or security requirements change, revisit the permissions page in Slack to review what ClickUp can access. Make sure the scope of access still matches your internal policies.

Update or remove ClickUp in Slack

To manage or disconnect the integration, you can:

  • Open the Slack app directory
  • Locate the ClickUp app
  • Review settings, notification options, and visibility
  • Remove the app from the workspace if you no longer need the integration

Disconnecting stops ClickUp from sending information into Slack and removes related commands.

Best practices for using ClickUp and Slack together

To get the most value from your setup, establish clear usage guidelines so the ClickUp and Slack integration supports your team’s processes.

  • Use project-specific channels to organize ClickUp task notifications
  • Create naming conventions for tasks created from Slack messages
  • Limit notifications to the most important ClickUp events
  • Train team members on how to create and update tasks from conversations

These practices keep both tools tidy and improve visibility into ongoing work.

Get more from ClickUp integrations

If you want to design broader workflows that combine multiple tools, consider exploring automation and integration resources beyond this Slack setup.

For consulting, implementation, and optimization services, you can learn more at Consultevo. They specialize in creating efficient systems around tools like ClickUp and related platforms.

To review all technical details for the Slack integration, including the latest updates and options, always refer to the official documentation at ClickUp’s Slack integration guide.

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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