Forward Messages in ClickUp

Forwarding messages in ClickUp lets you quickly share important updates, questions, and decisions with people who are not in your workspace, or who prefer other tools like email or chat. This guide explains how message forwarding works, what you can do with it, and how to manage forwarded conversations efficiently.

What message forwarding in ClickUp does

Message forwarding in ClickUp helps your team connect conversations across different tools. Instead of copying and pasting text, you can send messages and threads directly from your workspace to external recipients.

Depending on how your ClickUp account is configured, forwarding can be used to:

• Share a message with someone outside your workspace.
• Send updates to email, chat platforms, or support systems.
• Loop in stakeholders who do not actively use ClickUp.
• Route requests or feedback into existing workflows.

Forwarding preserves important details while keeping a clear link back to the original message.

Ways to forward a message in ClickUp

In most ClickUp workspaces, you can forward a message from dedicated communication areas such as chat views, task comments, or other collaboration features. The exact options you see depend on your plan, installed integrations, and workspace settings.

Common forwarding destinations in ClickUp

When you use message forwarding in ClickUp, the message can typically be sent to destinations like:

• External or internal email addresses.
• Chat or messaging platforms supported by your workspace integrations.
• Support tools or ticketing systems configured by your admin.

Because each workspace can be customized, your available forwarding targets may look different from another user’s workspace.

How to forward a message in ClickUp step by step

Use the steps below as a general guide to forward a message. The exact labels or buttons may vary slightly based on recent interface updates and your workspace configuration.

1. Open the message you want to forward

1. Sign in to your ClickUp workspace.
2. Navigate to the area where the message is located. This could be a chat view, task comment section, or another communication space.
3. Locate the specific message or thread you need to share.

2. Access message options in ClickUp

1. Hover over or click the message to reveal its options menu.
2. Look for an icon or menu option that provides more actions, such as a three-dot menu or a context menu.
3. Open the menu to see what actions are available for the selected message.

3. Choose the forward option

1. In the message options menu, select the available forward-related action. The label can differ depending on the workspace configuration and feature availability.
2. After selecting the forwarding action, a panel or dialog opens where you can configure how and where the message will be sent.

4. Select the destination for your forwarded message

Once you have chosen the forward action, choose a destination supported by your ClickUp setup. For example, you may be able to:

• Enter one or more email addresses.
• Select a connected chat integration from a list.
• Pick a connected support workspace or app if your team uses one.

Some workspaces also allow you to save default destinations to speed up repeated forwarding.

5. Add context before forwarding

Before you send the message, you can often add a note or short explanation. Use this space to clarify why you are forwarding the message from ClickUp.

Helpful details might include:

• What decision or action is needed.
• Any relevant deadlines or owners.
• Links to tasks or documents inside your workspace.

Adding context makes it easier for recipients to understand the forwarded message instantly.

6. Send and confirm the forwarded message

1. Review the destination and any additional notes.
2. Click the send or forward button to complete the action.
3. Confirm that the forwarding action succeeded. Your workspace may show a brief notification or confirmation.

If your workspace uses integrated email or support tools, you may also see a link to the new conversation that was created outside ClickUp.

Managing forwarded conversations in ClickUp

After forwarding a message, you still need to keep track of responses and related work. ClickUp offers several ways to stay organized.

Track follow-up tasks

To ensure forwarded conversations lead to outcomes, consider connecting them to tasks. You can:

• Create a task that summarizes the conversation and links to the forwarded message.
• Add subtasks or checklist items for required follow-ups.
• Assign owners and due dates to keep work on track.

By linking tasks and messages, your team can see the full context of decisions and actions.

Keep records of forwarded messages

Different workspaces handle message history in different ways. In many cases, you can still view the original message inside ClickUp, along with information about when and how it was forwarded.

To keep your history clear:

• Record important forwarded threads in relevant tasks or docs.
• Use consistent naming or tagging patterns when describing forwarded message outcomes.
• Store important external links in the description or comments of related tasks.

ClickUp permissions and forwarding access

Not everyone in a workspace will see the same forwarding options. What you can do often depends on your role and the permissions configured by your workspace admin.

Typical permission considerations include:

• Who can forward messages outside the workspace.
• Which external integrations different roles can use.
• Whether specific spaces or projects restrict message sharing.

If you do not see forwarding options in your ClickUp account, contact your workspace or team admin to confirm whether the feature is enabled for your role.

Best practices for using ClickUp message forwarding

To keep communication secure and organized, follow these best practices when forwarding messages from your workspace.

Protect sensitive information

• Review messages before forwarding to remove or redact confidential data if needed.
• Verify that recipients are authorized to see the content you are sending.
• Avoid forwarding internal-only discussions to broad or public channels.

Maintain clear context across tools

• Always include a short explanation summarizing why the message is being forwarded from ClickUp.
• Include direct links to relevant tasks or documents so recipients can quickly access more detail if they have access.
• Use consistent subject lines or titles when forwarding to email or support tools for easier search later.

Coordinate with workspace admins

• Align message forwarding with your organization’s communication guidelines.
• Confirm which external tools are approved for integration.
• Ask admins to document how forwarding should be used within your team.

Where to find official ClickUp documentation

Interface elements and available options can change as the product evolves. For the most accurate, current instructions on forwarding messages, always refer to the official documentation.

You can view the original help center article here: Forward a message.

For broader workflow strategy, automation, and workspace optimization ideas beyond this specific feature, you can also explore guidance from specialists such as Consultevo, which focuses on productivity and process improvement.

Next steps

Using message forwarding in ClickUp can significantly reduce manual copying, keep stakeholders informed, and connect your workspace to the tools your team already uses. Start by forwarding a single non-sensitive message, confirm that it reaches the right destination, and then document a simple internal guideline so your team knows when and how to use this capability effectively.

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