Cards in ClickUp Chat Channels
Cards in ClickUp Chat view channels let your team share rich previews of work right inside your conversations so everyone can quickly see context and take action.
This guide explains exactly how to use cards in Chat view channels, what each card type shows, and which actions you can take without leaving the chat.
What are cards in ClickUp Chat channels?
Cards are visual previews that appear in a Chat view channel when someone shares a task, Doc, view, or Whiteboard. Instead of sending only a link, a card displays key details so teammates can understand the item at a glance.
Cards are available only in Chat view channels, not in threaded comments on tasks, Docs, or other items.
How cards work in ClickUp Chat channels
When a supported item is shared in a Chat view channel, ClickUp automatically generates a card. The card shows essential information and shortcuts for quick actions.
You can see and interact with the following card types in a Chat view channel:
- Task cards
- Doc cards
- View cards
- Whiteboard cards
Task cards in ClickUp Chat channels
When someone pastes or shares a task link into a Chat view channel, a task card appears. This task card highlights the most important task information so teammates can understand status and ownership immediately.
Details shown on task cards in ClickUp
A task card in a Chat view channel can display:
- Task name
- Task ID
- Task status
- Task priority
- Assignees
- Due date
- Time estimate
- Tracking status for time entries
These details help everyone quickly understand progress and next steps directly from the Chat view channel.
Actions you can take from task cards
From any task card in a Chat view channel, you can:
- Open the full task by selecting the card itself
- Update task fields, such as assignee, status, or due date
- Change other visible task properties while staying in the chat
This allows your team to collaborate in context while still managing work efficiently in ClickUp.
Doc cards in ClickUp Chat channels
When a Doc link is shared in a Chat view channel, it becomes a Doc card. These cards surface key information about the Doc so your team knows what they are opening and why it matters.
Details shown on Doc cards in ClickUp
A Doc card typically includes:
- Doc title
- Doc description or summary, when available
- Basic context so users know what the Doc is about
Doc cards are especially useful when you share meeting notes, briefs, or process documentation in a busy Chat view channel.
Using Doc cards inside ClickUp chats
To open the Doc from a Chat view channel, simply select the Doc card. This opens the full Doc so you can read or edit, depending on your permissions.
Because the Doc card shows a clear title and context, you reduce confusion about which document is being discussed in the conversation.
View cards in ClickUp Chat channels
View cards appear when you share a link to a view that is created from the new view experience. These cards help teammates quickly understand which part of your workspace a link refers to.
Details shown on view cards in ClickUp
A view card can display:
- View name
- Location of the view in your Hierarchy, such as Space, Folder, or List
- Type of view, for example List, Board, Calendar, or other supported view types from the new experience
This is helpful when multiple views have similar names or when your workspace structure is complex.
Opening view cards from Chat view channels
To work directly in the view, select the view card in the Chat view channel. The linked view opens, allowing you to review tasks, update fields, or filter information as needed.
Whiteboard cards in ClickUp Chat channels
When a Whiteboard link is shared in a Chat view channel, a Whiteboard card is created. This gives teammates a quick way to identify and open shared brainstorms or visual plans.
Details shown on Whiteboard cards in ClickUp
A Whiteboard card displays:
- Whiteboard name
- Where the Whiteboard lives in your workspace Hierarchy
These details make it easier to distinguish between multiple Whiteboards with similar purposes, such as planning, retrospectives, or product mapping.
Opening Whiteboard cards from a ClickUp chat
To access the full Whiteboard from the Chat view channel, select the Whiteboard card. The Whiteboard opens so you can collaborate visually with your team.
How to share items as cards in ClickUp Chat channels
Use these steps to share tasks, Docs, views, and Whiteboards as cards in a Chat view channel:
- Open the relevant item in your workspace, such as a task, Doc, view, or Whiteboard.
- Copy the item link from the address bar or from the share or copy link option.
- Go to the desired Chat view channel in ClickUp.
- Paste the link into the message composer.
- Send the message. The link is converted into a rich card automatically.
Once the message is sent, teammates see the card with its preview details and can select it to open the full item.
Tips for using ClickUp cards effectively
To get the most value from cards in Chat view channels, consider the following best practices:
- Keep conversations focused: Share a task, Doc, or Whiteboard card at the start of a discussion so everyone knows which item the conversation is about.
- Update fields from cards: When decisions are made in chat, adjust key task properties directly from the task card for fast follow-through.
- Use descriptive names: Give tasks, Docs, views, and Whiteboards clear names so their cards provide instant clarity in busy channels.
- Rely on view cards for reporting: When sharing reports or dashboards built with the new view experience, use view cards so stakeholders can quickly open the right workspace location.
Limitations of cards in ClickUp Chat channels
Cards are designed specifically for Chat view channels. You will not see the same card behavior inside task comments, Doc comments, or other comment areas in the platform.
Cards also depend on your access and permissions. If you do not have the required permissions for a shared item, you may not be able to open or fully interact with the content behind a card.
Learn more about ClickUp cards
For complete reference information about cards in Chat view channels, see the official documentation on the ClickUp Help Center here: Cards in Chat Channels.
If you need strategic help designing your workspace structure or optimizing collaboration flows, you can explore consulting resources such as Consultevo for broader productivity guidance.
By sharing tasks, Docs, views, and Whiteboards as cards, your ClickUp Chat view channels become a powerful hub where conversations and work stay tightly connected.
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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