How to Use the ClickUp Chat Sidebar

The Chat Sidebar in ClickUp lets you collaborate in real time on tasks and subtasks without losing context. This guide explains what the Chat Sidebar is, how to open it, and how to use every option available.

The Chat Sidebar is available on Workspaces created after June 7, 2024. Members and guests on older Workspaces can still see a read-only version. If you are on an older Workspace and want to use the full experience, you will need to create a new Workspace.

What is the ClickUp Chat Sidebar?

The Chat Sidebar is a dedicated space on the right side of a task or subtask where you can discuss work, reference documents, and manage related tasks. It keeps conversations attached to the exact item you are working on and separates them from the main comment thread.

Use the Chat Sidebar when you want a focused, ongoing discussion about the work in a task without cluttering the regular comments. It is especially useful for complex projects, cross-functional collaboration, or when you need to share detailed resources.

How to open the ClickUp Chat Sidebar

You can open the Chat Sidebar from a task or subtask view. It appears as a panel on the right side of the screen.

1. Open any task or subtask in your Workspace.

2. Look for the Chat Sidebar icon or tab on the right edge of the task window.

3. Select the Chat Sidebar to open it and view its contents.

Once opened, the sidebar will display the chat area along with tools like summaries, pinned items, attached tasks, and docs. If your Workspace was created before June 7, 2024, you may only see a read-only version of this area.

Using comments and threads in ClickUp Chat Sidebar

The Comments tab in the Chat Sidebar is where most day-to-day collaboration happens. It acts like a chat feed tied to the task or subtask.

Post comments in the ClickUp Chat Sidebar

1. Open the task or subtask and open the Chat Sidebar.

2. Select the Comments tab if it is not already active.

3. Type your message in the comment field.

4. Use formatting, mentions, and attachments as needed.

5. Send the comment to add it to the chat feed.

These comments stay linked to the task so anyone viewing it can see the full conversation history alongside the work details.

Filter comments in the ClickUp Chat Sidebar

You can control which messages you see to focus on the most relevant information.

1. In the Comments tab, look for filter or view options.

2. Filter by:

   • Mentions of you

   • Recent activity

   • Specific contributors (where available)

3. Apply the filter to narrow down the visible comments.

Filters help you catch up quickly on what matters most without scrolling through every message.

Summarize discussions in the ClickUp Chat Sidebar

The Summary tab gives you an overview of important points from the Chat Sidebar conversation and related items. It is especially helpful when you join a task in progress or need a quick recap before a meeting.

1. Open the task or subtask.

2. Open the Chat Sidebar.

3. Select the Summary tab.

4. Review the generated summary of key messages, context, and work items.

The Summary view helps you understand what the team has discussed and what actions are currently in progress without reading every comment.

Pin and reference items in the ClickUp Chat Sidebar

Pinning lets you highlight key messages, tasks, and docs in the Chat Sidebar so they are easy to find later.

Pin items in the ClickUp Chat Sidebar

1. In the Comments tab, find a message or item you want to keep visible.

2. Select the option to pin the message or resource.

3. Once pinned, it appears in the Pins tab in the Chat Sidebar.

Use pins for decisions, key links, or critical instructions that everyone needs to reference.

View pins in the ClickUp Chat Sidebar

1. Open the Chat Sidebar for the task or subtask.

2. Select the Pins tab.

3. Browse pinned comments, links, tasks, and docs.

This view acts as a lightweight knowledge base for the task so that important information does not get buried in the main chat feed.

Manage attached tasks in the ClickUp Chat Sidebar

You can attach related tasks to the Chat Sidebar to keep all connected work visible in one place. This is ideal when multiple tasks contribute to the same outcome.

Attach tasks in the ClickUp Chat Sidebar

1. Open the Chat Sidebar on the relevant task or subtask.

2. Locate the Tasks area or tab.

3. Use the option to attach or link another task.

4. Search for the task you want to attach.

5. Select the task to add it to the sidebar list.

Attached tasks remain visible from the sidebar, making it easier to navigate between related work items.

View and use attached tasks in the ClickUp Chat Sidebar

1. Open the Tasks area or tab in the Chat Sidebar.

2. Review the list of tasks that have been attached.

3. Select any task in the list to open it in a new view or panel.

This workflow helps teams manage dependencies and track associated work from one location.

Work with docs in the ClickUp Chat Sidebar

Docs linked in the Chat Sidebar keep reference material and project documentation within reach while you collaborate on tasks.

Attach docs in the ClickUp Chat Sidebar

1. With the Chat Sidebar open, go to the Docs area or relevant control.

2. Select the option to attach or link a doc.

3. Search or browse for the doc you want to connect.

4. Select the doc to add it to the list of attached docs.

Attaching docs ensures everyone is working from the same source of truth, such as specifications, checklists, or meeting notes.

View docs in the ClickUp Chat Sidebar

1. Open the Chat Sidebar on your task or subtask.

2. Go to the Docs section.

3. Choose the doc you want to open from the list.

You can open docs directly from here to review or update information while staying focused on the related task.

Access the original ClickUp Chat Sidebar help

If you need more technical details, visual examples, or the most recent updates about the Chat Sidebar, you can visit the official product documentation.

• Read the original support article here: What is the Chat Sidebar?

Improve your ClickUp workflows further

Optimizing how you use the Chat Sidebar is just one part of building efficient workflows. To design better systems, automate processes, and align your workspace with best practices, you may want expert help.

For advanced workflow consulting, implementation, and training around tools like ClickUp, consider working with a specialist team such as Consultevo. Their guidance can help you structure projects, standardize collaboration, and get more value from your workspace.

By using the Chat Sidebar consistently, attaching tasks and docs, and pinning key information, your team can keep conversations organized and keep every task in ClickUp connected to the context it needs.

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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