Create Slack Tasks in ClickUp

Use the ClickUp integration for Slack to quickly create and update tasks without leaving your Slack workspace. This guide shows you how to install the integration, capture messages as tasks, edit existing work, and keep conversations and tasks perfectly in sync.

By connecting Slack to ClickUp, your team can turn discussions into actionable work in seconds and reduce app switching throughout the day.

Prerequisites for the ClickUp Slack integration

Before you start creating tasks from Slack, make sure the ClickUp integration is properly configured.

Requirements to connect Slack and ClickUp

• A Slack workspace where you can install apps or request approval from an admin.
• A ClickUp account with access to at least one Workspace and Space.
• Permission in ClickUp to create tasks in the destination Space or List.

Install the ClickUp app in Slack

If the app is not installed yet, follow these steps:

1. Open Slack and go to Apps in the left sidebar.
2. Search for ClickUp.
3. Select the ClickUp app and click Add or Install.
4. Authorize Slack to connect to your ClickUp Workspace when prompted.

Once installed, you can configure which notifications you want to receive and which Workspace is connected.

Create ClickUp tasks from Slack messages

You can create a task in ClickUp from any Slack message so important information is saved and tracked as work.

Use message actions to create a ClickUp task

To turn a specific Slack message into a task:

1. Hover over the message you want to capture.
2. Click the More actions icon (three dots).
3. Select Create ClickUp task from the menu.
4. If prompted, choose or confirm the ClickUp Workspace to use.
5. Fill in the task details in the modal window:

• Task name: Defaults to the message text; edit as needed.
• Description: Can include the original message and any added context.
• Location: Select the Space, Folder, and List.
• Assignee: Pick one or more assignees.
• Due date: Add a deadline if needed.

6. Click Create.

A confirmation appears in Slack with a link to open the new task in ClickUp.

Create a ClickUp task with the shortcut button

You can also create a task in ClickUp without tying it to a specific message:

1. In any channel or direct message, click the + shortcut button in the message composer.
2. Search for or select Create ClickUp task.
3. Choose the Workspace if you are in multiple Workspaces.
4. Enter the task details:

• Task name and description.
• Location in ClickUp (Space, Folder, List).
• Assignees and due date.

5. Click Create to finish.

This method is perfect for ad-hoc work or ideas that are not tied to an existing Slack conversation.

Edit ClickUp tasks directly from Slack

After a task is created, you can update it from Slack using the ClickUp message actions and task previews.

Open and edit a ClickUp task from Slack

When a task is created or unfurled in Slack, a task preview appears. From that preview you can adjust key details:

1. Locate the task preview in the channel or direct message.
2. Use the available controls on the preview to:

• Change the task status.
• Update assignees.
• Modify the due date.

3. Click the task title link to open it in ClickUp for full editing, including fields, descriptions, and attachments.

These quick adjustments keep your ClickUp tasks up to date from right inside Slack.

Create a ClickUp comment from a Slack message

You can attach important Slack messages to existing tasks as comments:

1. Hover over the Slack message you want to send to a task.
2. Click the More actions icon.
3. Select Add as ClickUp comment (or a similarly named option in the ClickUp app).
4. Search for and select the target task in ClickUp.
5. Choose whether to include the original message text and a link back to Slack.
6. Confirm to post the comment.

The message is added as a comment in the ClickUp task, preserving context and discussion history.

Manage ClickUp notifications inside Slack

The integration also delivers notifications from ClickUp into Slack so your team can act quickly on new or updated work.

Types of ClickUp notifications in Slack

Depending on how you configure the integration, you may receive notifications for:

• New tasks created in specific Lists or Spaces.
• Comments added to tasks you watch.
• Status changes, due date updates, or new assignees.

These alerts can appear in channels or direct messages, giving rapid visibility into key changes in ClickUp.

Adjust ClickUp notification settings

To change which alerts you see in Slack:

1. Open the ClickUp app in Slack.
2. Use the app home or settings options to manage notifications.
3. Select which Spaces, Lists, or event types should send messages.

Fine-tuning these settings keeps your Slack workspace focused on the most important work from ClickUp.

Best practices for using ClickUp with Slack

Combining Slack and ClickUp works best when your whole team follows consistent habits.

• Convert decisions or action items from Slack into ClickUp tasks as soon as possible.
• Attach key Slack messages as comments on related tasks to preserve context.
• Use channels dedicated to particular projects and map them to specific Spaces or Lists in ClickUp.
• Review notification settings regularly so channels do not become noisy.

These practices help ensure work is always captured, tracked, and completed efficiently.

More resources for ClickUp and Slack

For the complete official documentation about creating and editing tasks from Slack, see the original guide on the ClickUp Help Center: Create and edit tasks from Slack.

If you need help optimizing workflows, integrations, or documentation around ClickUp and other work management tools, you can explore consulting services at Consultevo.

Once your Slack integration with ClickUp is configured, you can rapidly capture ideas, tasks, and discussions as structured work, keeping your projects organized and your team aligned.

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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