Navigate Chat in ClickUp

Chat in ClickUp helps your team collaborate in real time by organizing conversations, AI tools, and notifications in one streamlined workspace. This guide explains how to open Chat, move around the interface, manage notifications, and adjust settings so you and your team can work more efficiently.

Open Chat in ClickUp

You can access Chat from anywhere in your workspace. Follow these steps to open the Chat experience in ClickUp:

1. Go to the left sidebar of your workspace.

2. Click the Chat icon to open the Chat panel.

3. The Chat area opens alongside your current view so you can keep working without losing context.

Once open, Chat remains accessible while you move through different views and tasks inside ClickUp.

Understand the ClickUp Chat layout

The Chat interface is divided into three main sections so you can quickly find and manage your conversations:

• Left sidebar: Lists all recent chats and tools, including people, channels, and AI spaces.
• Chat section: Displays the active conversation, AI tool, or activity feed.
• Right sidebar: Shows details, actions, and settings related to the selected chat or tool.

Each panel is designed to keep you focused on the most important information while giving you quick access to supporting tools in ClickUp.

Use the left sidebar in ClickUp Chat

The left sidebar is your main navigation for Chat and related tools in ClickUp. It helps you switch between different chat types and AI experiences.

Open people and channels in ClickUp

Use the left sidebar to find and open direct messages or channel conversations:

• People: Start or continue 1:1 and group direct messages.
• Channels: Join and follow topic-based channels relevant to your team or projects.

Click any person or channel name to open that conversation in the Chat section.

Access Chat tools and AI spaces in ClickUp

In addition to people and channels, the left sidebar lists tools you can open directly in Chat:

• Chat: Your core messaging and AI chat experience.
• Activity: A feed of relevant updates from across your workspace.
• Apps: Connected tools or integrations available inside Chat.

Click a tool to switch the main Chat section to that experience without leaving ClickUp.

Work in the Chat section of ClickUp

The central Chat section is where you read and send messages, interact with AI, and manage conversations. The exact layout changes based on what you open from the left sidebar.

Use Chat with people and channels

When you select a person or channel from the left sidebar, the Chat section shows:

• Message history for that conversation.
• Message composer for sending new messages.
• Inline reactions and replies.

You can @mention teammates, share links, and attach content related to your work in ClickUp.

Use Chat for AI experiences in ClickUp

When you open the Chat tool itself, you can use dedicated AI spaces:

• Personal AI spaces: Private AI chats visible only to you.
• Team AI spaces: Shared AI chats accessible to your workspace or team.

These AI spaces help you brainstorm, summarize information, or generate content that supports work you manage in ClickUp.

Review workspace activity in ClickUp

Select the Activity tool from the left sidebar to see a feed of recent actions:

• View updates from tasks, docs, and other items.
• Stay informed about changes across your workspace.
• Quickly jump into related work when needed.

This activity view keeps you aligned with your team without leaving Chat in ClickUp.

Use the right sidebar in ClickUp Chat

The right sidebar gives you context and shortcuts for the selected chat or tool in ClickUp. The content of this panel changes depending on where you are.

Channel and people details

When you are in a people or channel conversation, the right sidebar can show:

• Participant lists.
• Pinned messages or important information.
• Additional actions and options related to that chat.

Use these details to understand who is involved and quickly find key information.

AI space tools

In AI spaces, the right sidebar may show controls and settings for that space. These tools help you manage how AI responds and how other members in ClickUp can interact with the space.

Manage Chat notifications in ClickUp

You can manage how and when you are notified about Chat messages and activity so you stay focused while still seeing important updates.

Open personal notification settings

To change your own notification preferences:

1. Click your avatar in the bottom-left corner of ClickUp.

2. Select Personal settings.

3. Open the Notifications section.

From here, you can adjust notification channels and frequency for Chat and other activity in ClickUp.

Customize notification types

Within notification settings, choose how you want to receive alerts for Chat messages, including:

• In-app notifications.
• Desktop or mobile push notifications.
• Email notifications, if enabled.

Adjust these settings so you are alerted to the messages that matter most, without being overwhelmed while working in ClickUp.

Adjust Chat settings in ClickUp

Workspace admins can configure certain Chat behaviors from the global settings area in ClickUp. The interface and options may vary based on your plan and current features.

Open workspace settings

To access Chat-related settings:

1. Click your workspace avatar or name in the bottom-left corner.

2. Select Settings or the equivalent workspace settings option.

3. Look for sections related to Chat, communication, or AI, depending on your available features.

These settings help standardize how Chat is used across teams in ClickUp.

Common Chat configuration options

Depending on your workspace configuration, you may be able to:

• Define who can create or manage channels.
• Control access to certain Chat tools or AI spaces.
• Decide how new members are added to shared Chat areas.

Review these options regularly to ensure Chat continues to match how your organization uses ClickUp for collaboration.

Best practices for using Chat in ClickUp

To make the most of Chat inside your workspace, keep these tips in mind:

• Use channels for ongoing topics so conversations remain organized.
• Reserve direct messages for quick 1:1 exchanges or sensitive topics.
• Leverage AI spaces to summarize long discussions or generate draft content for your projects.
• Regularly review notification settings so your alerts stay relevant as your role changes in ClickUp.

Learn more about ClickUp Chat

For a detailed reference of the original help documentation used to create this guide, visit the official article on how to navigate Chat in ClickUp 3.0.

If you want tailored workspace setup or consulting beyond standard help articles, consider working with specialists such as Consultevo, who focus on optimizing workflows, documentation, and collaboration processes.

By understanding how Chat is structured and how to use each panel in ClickUp, your team can communicate more clearly, leverage AI efficiently, and centralize collaboration directly where work happens.

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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