A full-scale productivity and project management solution, ClickUp is a great tool for planning, organizing, and optimizing projects of any size, scope, or scale.
While ClickUp has more than enough functionality for most modern teams, its true power comes from connecting to other mission-critical systems like Slack and other third-party app integrations. When you integrate ClickUp and Slack, you can increase productivity by 30% through easier, more seamless task creation, data management, various automations, and more.
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What Can You Achieve by Integrating Slack into ClickUp?
The Slack workspace provides an instant messaging service that is meant to connect both local and remote employees. With the ability to create channels for specific lines of communication, you’ll be able to organize discussions and track conversations without having to wade through endless email or SMS threads. For collaborative teams that need to communicate with one another on a day-to-day basis, Slack really is a timesaver.
When directly integrated with ClickUp, your entire team will benefit from added functionality and increased productivity. Specifically, the ClickUp Slack integration makes it possible to:
- Receive notifications regarding ClickUp tasks within chosen Slack channels.
- Create ClickUp tasks from Slack messages.
- Attach a Slack message as a comment to an existing task within ClickUp.
- Update the details of ClickUp tasks without leaving the Slack platform.
Before your team can start taking advantage of these new features and enjoying the benefits; however, you must first connect the two apps together.
Learn more about ClickUp — Read our complete review.
How to Integrate ClickUp and Slack
In most cases, ClickUp and Slack can be integrated in a matter of minutes. Before getting started, take a moment to make sure you have access to all of the necessary accounts, including:
- The original email address that was used to sign up for ClickUp and Slack.
- Your or your company’s Clickup account.
- Your or your company’s Slack account.
Once these are in order and you’ve verified your access, you can proceed with the first step of the ClickUp and Slack integration. Note that only workspace owners and admins are able to enable, disable, and manage integrations.
- Download the latest version of ClickUp on your PC or smartphone, install it, and log in to your ClickUp account.
If you don’t have a ClickUp account, you can make one before moving on to the next step.
- After your credentials have been approved or verified and the ClickUp interface appears, click on the Settings menu and select Integrations.
- To connect Slack and ClickUp, highlight the Slack app from the dropdown list of available integrations and click Add to Slack.
- After reading and reviewing the list of features on the pop-window, click Allow to confirm, and finalize the connection between ClickUp and Slack.
- To authorize Slack notifications, each user must click on their avatar in the lower-left corner of their screen, click My Settings, select Slack Notifications, click + Add Notification, and follow the prompts to set up their individual notifications.
Now that the ClickUp integration is complete and the Slack connection has been configured, it’s time to begin using the new features that are available to you and your team.
Using ClickUp Within Slack
The ClickUp Slack integration is available for every ClickUp subscription plan, including its free service. Once the two apps are fully installed and linked to one another, you’ll be able to perform various ClickUp actions from the familiar and intuitive Slack interface.
Creating new ClickUp tasks from the Slack feed
You can create tasks within ClickUp directly from your regular Slack feed. By typing /clickup new, you’ll instantly create a brand new task and load the task creator in Slack.
Once it’s created, you can modify the new task as necessary. This includes giving it a unique name, adding an informative description, choosing its location, and adding assignees as necessary. When the new task is ready, click Create to finalize the task and add it to your ClickUp workspace.
Creating new ClickUp tasks via Slack messages
Tasks can be created with their description auto-populated from Slack conversations and messages. Start by hovering over your chosen message and click the ellipses (…) button to view the available message shortcuts.
Next, click Create a task to load the ClickUp Bot. Follow the on-screen prompts to finalize the task and add it to your ClickUp workspace.
Attaching Slack messages to ClickUp tasks
Slack messages can be attached to tasks and displayed as ClickUp comments for easy accessibility. To achieve this, hover over your chosen message, and click the ellipses (…) button to view available message shortcuts.
From here, choose Attach comment and type your message into the comment box. If necessary, you can also add an assignee at this point, too. When you’re finished, click Add to finalize the comment and add it to your chosen message.
Once it’s finalized, the new message will appear as a quote within your chosen ClickUp comment. Remember, you can tag individual teammates with the @ command and even include URLs to external pages as needed.
Unfurling ClickUp tasks within Slack
Task links that are posted in your Slack channel will immediately provide a detailed view through a process known as unfurling. Note that task links posted via Slack notification will not unfurl.
An unfurled task displays a myriad of different details, including:
- Name of the task creator.
- Date of task creation.
- Title of the task.
- Preview or snippet of the task’s description.
- Current status of the task.
- Names of any assignees connected to the task.
- Task prioritization.
- Task tags.
- Name of the parent folder and list for the task.
- Subtasks connected to the task.
- Name of the user who commented.
- The time and date of each comment.
These tasks can also be manipulated through the Slack platform. Available actions include:
- View task.
- Change status.
- Change assignee.
- Change priority.
- Change due date.
- Change tags.
- Add comment.
Now that you know how to view the specific details of a ClickUp task and perform various actions without leaving Slack, your team can switch their focus from multiple apps and services to using the Slack platform almost exclusively.
Enabling, disabling, and filtering notifications
You can control which of ClickUp’s notifications are sent to your Slack account. Note that this feature is only available to workspace owners and admins.
To enable a specific notification, make sure the checkbox next to that notification type is ticked. If you want to disable a specific notification, make sure the checkbox is unticked. Notification types you can enable or disable include:
- Task Created.
- Status Changed.
- New Comment.
- New Attachment.
- Assignees Changed.
- When I am mentioned.
You can also choose whether or not to include private tasks, lists, and folders in your custom notification settings. Once you’re satisfied, click the Save button to confirm your choices, and begin filtering notifications accordingly.
Disabling the Slack integration
If for some reason you need to disable the ClickUp Slack integration, you can do so by clicking your avatar in the lower-left corner of the ClickUp interface and selecting Integrations. Next, scroll down and click Remove Slack integration to disable the link. This action can only be performed by workspace owners and admins.
Bolstering Team Collaboration With ClickUp and Slack
While both utilities have plenty to offer on their own, ClickUp and Slack are highly complementary to one another. Integrating the two gives you all of the instant messaging capabilities of Slack alongside the task and data management prowess of ClickUp, which lets you drive day-to-day operations, streamline daily workflows, and track productivity.
Featured Partners: Project Management Software
ClickUp’s seamless integration is just one example of how project management systems can be connected to Slack’s category-leading collaboration tools. If you’re interested in other options, take a look at some of these PM software options, which offer robust integrations ad well.
monday.com Work OS is an award-winning no-code work management platform that helps teams manage projects and workflows more efficiently.
Used by 152,000+ customers worldwide, this fully customizable software lets you plan, manage, and track every project in one place. monday.com offers time-saving and easy-to-use features such as automations, time tracking, document sharing, and real-time collaboration. Multiple board views such as Gantt and Kanban help you structure and navigate tasks and projects the way you prefer, and dashboards give a high-level overview of your progress.
In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools from within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.
Wrike is the most powerful work management platform on the market, enabling teams to plan projects and collaborate in real time. Our award-winning software is trusted by 20,000+ companies across the globe, including Sony, Estée Lauder, and Siemens.
Wrike’s customizable features include Gantt charts, request forms, dashboards, cross-tagging, time tracking, and proofing. Integrate with 400+ apps from the likes of Microsoft, Google, and Salesforce. Automate repetitive tasks and achieve 50% faster planning. Work from anywhere with 100% access to your files via our mobile and desktop apps.
Whether you’re a small startup or an established brand, Wrike has the solution for you. Paid plans start at $9.80/user/month. Join our community of 2.3 million — start your free two-week trial today.
Smartsheet is a leading work execution platform that has real-time work management features, collaboration and automation tools. Users are presented with a familiar and easy-to-use spreadsheet-like interface. However, it has enterprise-grade capabilities that even Fortune 500 companies like Cisco, Bayer, HP, and PayPal are confident to adopt in their business. Strong project management features enable teams to utilize different views of real-time data, and switch easily from Gantt, card, grid and calendar views. Smartsheet has automatic update requests, and can be used for waterfall and agile projects, product launch, sprint planning, and more. The resource management feature provides users the visibility who is busy, and who is not, in real-time. They can also attach files, share sheets, get notified, view the activity log, export, email, and print.
Zoho Projects is an online project management application that helps its users to plan projects, collaborate with employees and clients, keep track of time, manage documents, and generate charts and reports. Users work on a central platform where they can keep track of progress, discuss ideas, communicate easily and stay updated. It is cloud-based and highly accessible, where user data is kept safe with stringent security systems. The software is also scalable depending on the number of projects, with the option to add more features. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are.