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ClickUp Slack Integration Guide

How to Use ClickUp With Slack for Better Project Management

Connecting ClickUp with Slack lets your team manage tasks, updates, and conversations in one seamless workflow without constantly switching apps.

This how-to guide walks you through setting up the integration, configuring alerts, and using key features so your projects stay organized and visible in real time.

Why Integrate ClickUp With Slack

Before you start, it helps to understand what you gain by combining these two platforms.

  • Centralized communication and tasks in one place
  • Instant visibility into project progress via channel updates
  • Fewer status meetings and manual follow-ups
  • Better accountability with clear ownership and due dates

The official ClickUp Slack integration overview highlights these benefits along with use cases for different teams.

Prerequisites to Connect ClickUp and Slack

Make sure you have the following before you begin the setup.

  • An active ClickUp Workspace with the right permissions
  • A Slack workspace where you can install apps
  • Admin or app installation rights in Slack (or help from a Slack admin)
  • At least one Space, Folder, and List created for your projects

Step-by-Step: How to Connect ClickUp to Slack

Use these steps to link your workspaces and start syncing activity.

Step 1: Open ClickUp Integrations

  1. Sign in to your ClickUp account.
  2. Go to your Workspace settings or profile menu.
  3. Locate the integrations or apps section.
  4. Find and select the Slack integration option.

This takes you to the connection flow where you’ll authorize access between the two tools.

Step 2: Authorize Slack Access

  1. Click the button to connect or install Slack from within ClickUp.
  2. A Slack authorization window will open.
  3. Choose the correct Slack workspace from the upper-right dropdown, if needed.
  4. Review the permissions requested by the app.
  5. Select the channels ClickUp is allowed to access.
  6. Click “Allow” or “Authorize” to complete the installation.

Once authorized, the integration will appear in both Slack and ClickUp as a connected app.

Step 3: Map ClickUp Workspaces and Slack Channels

Next, define where and how information flows between the platforms.

  1. In ClickUp, choose which Workspace, Space, or List you want to sync.
  2. Select the Slack channel where updates for that work should appear.
  3. Confirm or adjust the default notification types (for example, new tasks, comments, or status changes).
  4. Save your settings to activate the channel connection.

You can repeat this mapping for different teams or projects so each Slack channel receives relevant updates only.

How to Create ClickUp Tasks Directly From Slack

Once the integration is live, you can turn Slack messages into actionable work items.

Using the ClickUp Message Actions

  1. In Slack, hover over the message you want to convert.
  2. Click the “More actions” icon (three dots or the message menu).
  3. Select the ClickUp action (for example, “Create task in ClickUp”).
  4. Choose the Workspace, Space, and List where the task should be created.
  5. Fill in the task name, assignee, and due date fields.
  6. Confirm to create the task.

The integration will post a confirmation in Slack, and the new task will appear inside ClickUp with a link back to the original message for context.

Slash Commands for Faster ClickUp Actions

Depending on your configuration, you can also use simple slash commands in Slack to interact with ClickUp. Typical commands include:

  • Creating a new task from a channel or direct message
  • Searching for an existing task by name or ID
  • Retrieving task details like status, assignee, and due date

This keeps quick actions inside Slack while still logging work in your project management system.

How to Configure ClickUp Notifications in Slack

Smart notifications are the key to a focused and productive integration.

Choosing Which Updates ClickUp Sends to Slack

  1. Go to your integration or notifications settings in ClickUp.
  2. Select the Slack channel connection you want to adjust.
  3. Choose what should trigger a Slack message, such as:
    • New tasks created
    • Status or priority changes
    • New comments or replies
    • Tasks assigned or unassigned
  4. Save your preferences.

Start with fewer alerts and add more as needed to avoid overwhelming your team.

Personal vs Channel-Level Notifications

Use a combination of workspace-wide and personal settings to stay in control.

  • Channel notifications: Ideal for project or team updates that everyone should see.
  • Direct message notifications: Best for assignments, mentions, or items you personally follow.
  • Per-user preferences: Each person can fine-tune how closely ClickUp follows them in Slack.

This layered approach prevents notification fatigue while keeping important items visible.

Best Practices for Managing Projects With ClickUp and Slack

Once your integration is running, use these practices to keep collaboration organized.

Standardize How You Use Channels With ClickUp

  • Create dedicated Slack channels for major projects or teams.
  • Map each project channel to a specific ClickUp Space or List.
  • Document simple rules, like always converting decisions into tasks.
  • Pin important ClickUp views or docs in the channel for quick access.

Clear structure ensures that updates, tasks, and conversations all line up logically.

Turn Conversations Into ClickUp Tasks Quickly

  • Convert action items from meeting notes right away.
  • Assign owners and due dates while the discussion is fresh.
  • Link back to the Slack thread inside the task for context.
  • Use comments in ClickUp instead of long Slack threads for ongoing work.

This reduces lost action items and makes it easier to track progress from idea to completion.

Use ClickUp Views to Support Slack Discussions

While Slack is ideal for real-time discussions, ClickUp provides structure and reporting.

  • Use Board views to support agile standups and Kanban workflows.
  • Use List views for detailed task management with fields and filters.
  • Use Dashboards for high-level status reports and metrics.

Share these links in Slack channels so stakeholders can jump into the right view instantly.

Troubleshooting Common ClickUp and Slack Integration Issues

If something does not behave as expected, run through these basic checks.

  • Confirm the integration is still installed in both workspaces.
  • Verify permissions for the ClickUp app in Slack channels.
  • Re-authenticate the connection if you recently changed passwords or admins.
  • Check notification filters to ensure events are not being suppressed.

When needed, consult your internal admin or external experts like Consultevo for more advanced workspace configuration help.

Next Steps With ClickUp and Slack

With your integration in place, continue refining how your team works across these tools.

  • Iterate on notification settings based on feedback.
  • Expand connections to more teams or channels as adoption grows.
  • Incorporate templates and automations to further reduce manual work.

Used thoughtfully, ClickUp and Slack together give you a powerful, flexible system for managing projects, communication, and deliverables in one connected workflow.

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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