Use Slack actions with ClickUp

Integrating Slack actions with ClickUp helps your team turn messages into tasks, link conversations to work, and manage details without leaving Slack. This guide explains each available action and how to use it step by step.

Before you begin, make sure your Slack workspace is connected to ClickUp so actions and notifications work correctly across both tools.

Overview of Slack actions for ClickUp

Once the integration is set up, you can access several actions directly from any Slack message. These actions let you:

Create a new task from a message
Add a message as a comment to an existing task
Link a Slack message or thread to a task
Unfurl ClickUp task links shared in channels or direct messages
Access quick shortcuts to common actions

All actions are available from the message More actions menu or from short commands in Slack.

Create ClickUp tasks from Slack messages

You can quickly create a task in ClickUp from any Slack message, making it easy to turn conversations into trackable work.

How to create a ClickUp task from Slack

Hover over the Slack message you want to use.
Click the More actions icon (three dots).
Select Create ClickUp task from the menu.
Choose the ClickUp Workspace, Space, Folder, and List where you want the new task.
Edit the task name, description, assignees, and due date if needed.
Click Create task to finish.

The message content is added to the task description so you have full context directly in ClickUp.

Best practices for creating tasks

Use clear task names that summarize the Slack message.
Add assignees and due dates as you create the task to avoid follow-up work.
Include important message links or files in the task description if they are not already included.

Add Slack messages as ClickUp comments

Sometimes you do not need a new task. Instead, you can attach a Slack message as a comment on an existing ClickUp task to keep the conversation and work aligned.

How to add a message as a ClickUp comment

Hover over the Slack message you want to attach.
Click the More actions icon.
Select Add as ClickUp comment.
Search for and select the existing task in ClickUp.
Review the comment text, then click Add comment.

The Slack message is added as a comment in the task activity, helping teammates see the original discussion without switching tools.

When to use ClickUp comments from Slack

When a message adds details or clarifications to an existing task.
When decisions made in Slack should be documented inside ClickUp.
When you want a record of stakeholder feedback in the task comments.

Link Slack messages and threads to ClickUp tasks

Linking a Slack message or full thread to a ClickUp task makes it easy for your team to review the full conversation context directly from the task view.

How to link a Slack thread to a ClickUp task

Open the Slack message or thread you want to link.
Click the More actions icon on any message in the thread.
Select Link to ClickUp task.
Search for and choose the relevant task in ClickUp.
Confirm the link when prompted.

Once linked, the ClickUp task will show a reference to the Slack thread, and team members can open the Slack conversation from the task.

Benefits of linking Slack and ClickUp

Gives assignees quick access to the original conversation.
Reduces duplicated explanations across Slack and ClickUp.
Keeps decisions and context easy to find for future reference.

Unfurl ClickUp task links in Slack

When you share a ClickUp task link in Slack, the integration can automatically unfurl the link and show a rich preview of the task.

How unfurled ClickUp links work

When unfurling is enabled, posting a task link in Slack will display:

Task name and status
List or location in ClickUp
Assignees and due date, if available
A short description or key details

This preview helps teammates quickly understand what the task is about without opening ClickUp in a browser.

Manage unfurling behavior

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

Control whether links are unfurled automatically.
Adjust permissions so only certain channels show unfurled ClickUp links.
Limit previews to users who have access to the Workspace in ClickUp.

Use Slack shortcuts for ClickUp actions

In addition to message actions, Slack offers shortcuts that give you quick access to ClickUp without selecting a specific message.

Common ClickUp shortcuts in Slack

From the Slack composer or shortcut menu, you can typically:

Open a shortcut to create a new ClickUp task from scratch.
Search for existing tasks in ClickUp from within Slack.
Access recent tasks you interacted with.

Shortcuts save time when you already know what you want to create or search for, and you do not need to use a specific message as input.

Notifications from ClickUp to Slack

The integration can also send ClickUp notifications into Slack so you can follow updates without checking your task inbox manually.

Types of ClickUp notifications in Slack

Depending on your setup, you may receive notifications when:

You are assigned to a new task in ClickUp.
Someone comments on a task you are following.
Task statuses or due dates change.

These notifications can appear in direct messages or designated Slack channels, keeping your team informed and reducing missed updates.

Access the official ClickUp Slack actions help

For detailed reference, visual examples, and the latest integration capabilities, review the official help article from ClickUp:

Use Slack actions with ClickUp (official documentation)

This official resource is updated whenever new Slack actions or configuration options become available.

Optimize your ClickUp and Slack workflow

To get the most value from ClickUp and Slack together, consider defining clear internal guidelines for when to create tasks, when to add comments, and how to use links across tools.

Workflow tips

Use Slack for quick discussions and ClickUp for decisions and action items.
Create tasks from messages when work will take more than a few minutes.
Link important threads to tasks so decisions are preserved.
Encourage your team to rely on unfurled task links instead of screenshots.

If you need broader process design or workspace configuration support beyond these specific actions, you can consult implementation and optimization experts such as Consultevo for advanced guidance on scaling workflows.

By consistently using Slack actions with ClickUp, your team keeps conversations, context, and tasks aligned in one connected system, reducing manual copying and ensuring nothing falls through the cracks.

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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