Customize Chat Layout in ClickUp 3.0

In ClickUp, you can customize your Chat layout to keep conversations and task details visible side by side. This guide explains how to adjust the Chat layout so you can focus on the work that matters most while staying in context in ClickUp 3.0.

The layout options differ slightly depending on whether you open Chat from the Sidebar, from a task, or in Full Page view. Below you will learn exactly how each layout behaves and how to adjust panels for your preferred workflow.

Overview of Chat layout in ClickUp

The Chat layout in ClickUp 3.0 is split into multiple panes so you can see messages and work details at the same time. Depending on the view, you may see:

A list of Chats, Docs, and Whiteboards
A specific Chat thread
A related task or location sidebar
A Docs or Whiteboards panel

Every layout keeps the Chat thread as the main focus, while allowing you to resize or collapse side panels. The following sections walk through each configuration in detail.

Open Chat from the ClickUp Sidebar

When you open Chat from the ClickUp Sidebar, the layout is designed to give you quick access to all of your conversations, plus Docs and Whiteboards. The screen is divided into a left panel and a main panel.

Left panel: Chats, Docs, and Whiteboards

The left panel displays a consolidated list of related content in ClickUp:

Chats: All your Chat conversations listed for quick switching.
Docs: Documents available from the same area for reference.
Whiteboards: Whiteboards that you can open to collaborate visually.

You can click any item to load it in the main area without leaving the Chat layout in ClickUp 3.0.

Main panel: Chat, Docs, or Whiteboards

The main panel shows the currently selected item from the left panel. Depending on what you choose, the panel can display:

A Chat thread with full message history and composer.
A Doc opened for reading or editing.
A Whiteboard for visual collaboration.

This layout keeps navigation on the left while dedicating most of the space to your active Chat or content.

Steps to use Sidebar Chat layout in ClickUp

Open ClickUp 3.0.
From the Sidebar, select Chat.
Use the left panel to choose between your Chats, Docs, or Whiteboards.
Work inside the main panel to read, reply, and collaborate.

Open Chat from a task in ClickUp

When you access Chat from a task in ClickUp, the layout changes to highlight both the conversation and the work item. This is ideal when you need to collaborate directly on a specific task without switching screens.

Side-by-side Chat and task view

In this mode, the screen is split into two main sections:

Left: Chat thread related to the task or area.
Right: The task details panel.

This configuration lets you:

Discuss task requirements in the Chat panel.
Update fields, assignees, or statuses in the task panel.
Keep all context in one place without opening separate tabs in ClickUp.

Adjust the Chat and task panel sizes

You can resize the Chat and task panels to fit your focus. This helps if you need more space for long task descriptions or for reading detailed Chat messages.

Hover over the vertical divider between the Chat and task panels.
When the resize cursor appears, click and drag the divider.
Move the divider left or right to adjust the width of each panel.
Release the mouse button to apply the new layout.

This flexible layout in ClickUp ensures you can quickly shift attention between conversation and execution.

Use Full Page Chat view in ClickUp

Full Page Chat in ClickUp 3.0 gives you the most immersive layout option. You can focus on a single Chat thread while optionally keeping related work visible in a secondary panel.

Primary Chat pane

The primary pane in Full Page view shows the active Chat. This is where you will:

Read the full Chat history.
Send new messages.
Mention tasks, people, or Docs for reference.

The Chat pane stays fixed as the core of the Full Page layout in ClickUp.

Right panel: tasks, Docs, and locations

To the right of the Chat pane, you can open a contextual panel. This right panel may include:

Tasks: Work items mentioned in the Chat.
Docs: Referenced documentation for deeper context.
Location sidebar: A sidebar showing where the Chat lives in your ClickUp hierarchy.

You can open or close these items without leaving the Full Page Chat view.

Switch between tasks and location sidebar in ClickUp

Inside Full Page Chat, you can toggle what appears in the right panel. This allows you to view either a task or the location sidebar while keeping the Chat visible.

Open a Chat in Full Page view in ClickUp.
Look at the right panel next to the Chat thread.
Select a task to open its details in the panel.
Switch to the location sidebar to see where the Chat is nested in your workspace.
Toggle between them as needed to maintain context.

This behavior makes it simple to move from conversation to structure, so you always know where work is happening in ClickUp.

Resize Chat panels in ClickUp

Resizing panels is available in several Chat layouts in ClickUp 3.0. Use this feature to optimize screen space for your current activity.

How to resize Chat layout panels

Open any Chat layout that displays at least two panels.
Hover over the border between the panels until the resize cursor appears.
Click and drag the border horizontally.
Release when the layout is comfortable for reading or editing.

Adjusting the layout ensures that you can see long messages, large tasks, or complex Docs without constant scrolling.

Tips for working efficiently in ClickUp Chat

To make the most of the Chat layout in ClickUp 3.0, combine layout adjustments with good collaboration habits.

Use side-by-side task and Chat views when clarifying requirements.
Open Docs or Whiteboards in the main panel when brainstorming.
Resize panels to prioritize either the Chat or the work item as needed.
Switch to Full Page Chat when you want a distraction-free view.

These simple steps help you keep your communication and tasks aligned in ClickUp.

Learn more about ClickUp Chat layouts

For the full official reference about customizing your Chat layout in ClickUp 3.0, visit the original help article here: Customize your Chat layout in ClickUp 3.0.

If you want expert guidance on implementing workspace-wide collaboration workflows, automation, and documentation structure around your Chat usage, you can explore consulting services from Consultevo.

By understanding each Chat layout and how to resize or switch panels, you can transform how your team communicates and executes work in ClickUp.

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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