Create Tasks From Chat Messages in ClickUp Mobile

The ClickUp mobile app lets you quickly turn any Chat message into a task so you can capture work on the go and keep conversations actionable. This guide explains the requirements, limitations, and exact steps to create tasks from Chat messages on your mobile device.

Requirements to Use ClickUp Chat on Mobile

Before you start, make sure your workspace and device are set up correctly. Creating tasks from Chat messages in the ClickUp mobile app depends on your plan, permissions, and app version.

Workspace and plan requirements for ClickUp Chat

Chat view must be enabled in your Workspace settings.
You need access to the Space, Folder, or List where the Chat view exists.
The feature is available on supported ClickUp plans only, depending on your workspace configuration.

Permission requirements inside ClickUp

To create a task from a Chat message, you must be allowed to create tasks in the target location.

Ensure you have the Create permission for tasks in the Workspace item you are using.
If you cannot see the option to create a task from a message, contact a Workspace owner or admin to review your permissions.

Mobile app and device requirements

Install the latest version of the ClickUp mobile app for iOS or Android.
Sign in with your ClickUp account that has access to the correct Workspace.
Confirm you have a stable internet connection so changes sync correctly.

Limitations When Creating Tasks From Chat in ClickUp

There are important limitations to keep in mind when you create tasks from Chat messages in the ClickUp mobile app. Understanding these helps prevent confusion and ensures you use the feature effectively.

Only Chat view messages can be converted into tasks. Other views or notifications are not supported.
You can create one task per Chat message at a time.
Some task details available on desktop may be limited or simplified on mobile.
Workspace or privacy settings might restrict where you can create tasks.

For full details and any product updates, always compare with the official help center article from ClickUp at this support page.

How to Open a Chat View in the ClickUp Mobile App

First, navigate to the Chat where the message you want to convert into a task is located. The exact path depends on the level where your Chat view is created.

Open the ClickUp mobile app and log in to your Workspace.
Use the navigation at the bottom of the screen to find your Spaces, Folders, or Lists.
Select the item that contains the Chat view, such as a specific Space or List.
Swipe or tap to switch to the Chat view associated with that location.

Once inside the Chat view, you can scroll through messages and choose the one that should become a task.

Steps to Create a Task From a Chat Message in ClickUp

After opening the correct Chat view in the ClickUp mobile app, follow these steps to turn a message into a task.

1. Select the Chat message

Locate the Chat message that describes the work you want to track as a task.
Tap and hold the message (or tap the options icon, depending on your mobile platform) to open the message actions menu.

2. Choose the create task option in ClickUp

In the message actions menu, look for an option similar to Create task or Convert to task.
Tap this option to open the new task creation screen in ClickUp.

3. Configure the new task details

The mobile app will automatically use the selected Chat message as the base content for your new task. Then you can refine the details.

Task name: Edit the task name so it clearly describes the work.
Description: The original Chat message may appear in the description or a related field. Add clarifying information if needed.
Location: Confirm the Space, Folder, or List where the task should live.
Assignee: Optionally assign the task to yourself or another team member.
Due date: Set a due date if the work has a time requirement.
Priority or custom fields: Adjust extra properties that your Workspace uses.

4. Save the new ClickUp task

Review the task information to make sure everything looks correct.
Tap Save or the appropriate confirmation button in the ClickUp mobile interface.
The new task is now created and linked to the location you selected.

Depending on your Workspace settings, teammates may receive notifications that a new task has been created from the Chat message.

Best Practices for Using ClickUp Chat to Create Tasks

To get more value from creating tasks from Chat messages in ClickUp, follow these practical tips.

Write clear Chat messages: When you know a message might become a task, include concrete details like expected outcomes and timeframes.
Convert decisions, not every comment: Turn final decisions and clear requests into tasks rather than casual conversation.
Use consistent naming: When converting messages, standardize how you name tasks so they are easy to search and filter later.
Review the task after creation: Quickly check the task’s description, location, and assignee so nothing important is missing.
Keep ClickUp organized: Choose the correct Space, Folder, or List each time to maintain a clean structure.

Troubleshooting ClickUp Mobile Task Creation From Chat

If you do not see the option to create a task from a Chat message in the ClickUp mobile app, or something does not work as expected, use this checklist.

Check feature availability and permissions

Confirm that Chat view is enabled in your Workspace settings.
Verify you have permission to create tasks in the Space, Folder, or List where you are working.
Ask a Workspace admin to review roles if you cannot access task creation options.

Check your ClickUp app and connection

Update the ClickUp mobile app to the latest version from your app store.
Restart the app or your device if features seem to be missing.
Test on a strong internet connection so the app can sync properly.

Compare with official ClickUp documentation

Because product details can change, compare your experience with the latest official guide from ClickUp. You can view it anytime at the ClickUp help center. If your workspace behaves differently, contact your admin or ClickUp support.

Improve Your ClickUp Mobile Workflows

Creating tasks from Chat messages in the ClickUp mobile app keeps work items connected directly to the conversations that generated them. By understanding the requirements, limitations, and step-by-step process, you can capture tasks quickly and maintain a cleaner, more traceable workflow.

For teams looking to further optimize workspace structure, automations, and mobile workflows, you can explore expert guidance and implementation services from Consultevo, a consultancy focused on modern productivity platforms and process design.

Use this workflow regularly and refine your Chat habits so that ClickUp becomes the single source of truth for both communication and execution, whether you are at your desk or working from your phone.

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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Create Tasks From Chat in ClickUp