Create Tasks from Chat Messages in ClickUp

In ClickUp, you can instantly turn any Chat message into a task or link it to an existing task so that important ideas, requests, and decisions never get lost in conversation.

This how-to guide walks you through using Chat view to create, connect, and manage tasks so your workflows stay organized and traceable.

Why use ClickUp Chat messages to manage tasks?

Teams often discuss work inside Chat view before creating tasks. Turning these messages into tasks in ClickUp keeps the full context of the conversation attached to the work being done.

Using Chat messages with tasks helps you:

Capture action items directly from team discussions.
Maintain a traceable history of decisions and feedback.
Avoid copying and pasting information into separate tasks.
Keep relevant stakeholders aligned around the same information.

Requirements to use Chat messages with ClickUp tasks

Before you start, confirm you have access to Chat view and the Space or Folder where you want to manage tasks in ClickUp.

You need:

Permission to view and post messages in the Chat.
Permission to create tasks in at least one List connected to the Space or Folder.
Access to any existing tasks you want to connect to Chat messages.

Once you meet these requirements, you can start creating and connecting tasks from any Chat in your Workspace.

Create a new task from a ClickUp Chat message

When someone posts a message that should become an action item, you can create a new task directly from that message in ClickUp.

Steps to create a task from a Chat message in ClickUp

Open the relevant Chat view in your Workspace.
Hover over the Chat message you want to convert into a task.
Click the options menu (three dots) or the specific task-related icon shown for that message.
Select the option to create a new task from the message.
Choose the Space, Folder, and List where the task will be created.
Update the task details, such as:
- Task name.
- Assignee.
- Due date.
- Priority, if needed.
Save the task.

The new task is created and linked back to the original Chat message so anyone can quickly open it and see the related conversation.

What information is included in the new ClickUp task?

When you create a task from a message in ClickUp, the platform pulls in key details to keep context:

The content of the Chat message is added to the task description or comments, depending on the configuration.
A reference link back to the original Chat message is stored.
The creator of the message is clearly visible for context.

This reduces manual re-typing and ensures your team can always trace how and why the task was created.

Connect a ClickUp Chat message to an existing task

Sometimes a Chat message relates to work that is already tracked. Instead of creating a duplicate, you can link the message to an existing task in ClickUp.

Steps to connect a Chat message to an existing ClickUp task

Open the Chat view where the message was posted.
Hover over the message you want to associate with an existing task.
Click the options menu or the task link icon for the message.
Select the option to connect or attach an existing task.
Search for the task by name or browse through Spaces, Folders, and Lists.
Select the correct task from the results.
Confirm the connection.

The Chat message is now linked to the chosen task, giving your team a quick way to open the task while preserving the discussion context inside ClickUp.

How connected tasks appear in ClickUp

After connecting a Chat message to a task:

The message displays a visual indicator that it is linked to a task.
Users can click the link to open the task in a new pane or tab.
The task may show a reference back to the Chat so people can review the original conversation.

This makes it simple to understand how a task is related to specific questions, approvals, or decisions made in Chat.

Manage and review Chat-linked ClickUp tasks

Once you have created or connected tasks from Chat messages in ClickUp, you can manage them like any other tasks in your Workspace.

View tasks created from Chat

To review tasks that originated from Chat messages:

Open the relevant List, Board, or other task view.
Use filters to find tasks by status, assignee, or due date.
Look for any indicators or links that show the task came from a Chat message.

You can also open the Chat view and scan for messages that display a linked task icon.

Update tasks linked from Chat messages

After a task is linked to a Chat message in ClickUp, you can continue to refine it:

Edit the task name and description to clarify the work.
Assign or reassign the task to the correct team member.
Adjust due dates, priorities, and custom fields.
Add comments, attachments, or subtasks.

Any updates to the task are available to everyone with access, while the Chat message remains a fixed record of how the work started.

Best practices for using ClickUp Chats with tasks

To get the most from creating and connecting tasks from Chat messages in ClickUp, keep these practices in mind:

Encourage clear messages: Ask teammates to write concise, action-focused Chat messages when they are proposing work items.
Convert decisions promptly: As soon as a decision is made in Chat, create or connect a task so there is no confusion later.
Avoid duplicates: Before creating a new task, quickly search for existing tasks that might already cover the same work.
Use consistent naming: Apply a common naming convention for tasks created from Chat so they are easy to filter and report on.

Learn more about ClickUp features

If you want to go deeper into using Chat messages with tasks in ClickUp, review the official help documentation for the most current interface steps and screenshots. You can find the original article at this ClickUp help center page.

For broader consulting on workspace setup, process optimization, and advanced use of ClickUp in complex teams, you can also visit Consultevo for professional guidance.

By consistently creating and connecting tasks from Chat messages in ClickUp, your team can keep conversations and execution tightly aligned, reduce missed action items, and maintain a clear record of how work evolves from idea to completion.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`