How to Integrate ClickUp with Slack

While Slack enables a more collaborative, adaptable, and inclusive work environment for you and your team, the ClickUp integration further boosts your productivity. It allows you to do more than just talk to your colleagues. You can maximize your team’s productivity by taking actions like creating your documents without ever leaving Slack. It’s as simple as sending a message to everyone in your company through Slack.

You can create marketing plans, reports, strategies, and other documents in rich text formats right within Slack using the ClickUp integration. Follow these tips to see how you can leverage the productivity inherent in these two tools to create a seamless workflow.

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Things you need

• Your email account
• Slack account
• Clickup account

Note: You can only access the Slack integration through Slack’s online app. You can also integrate Slack with ClickUp only if you are part of the management team or owner of the Slack channel.

Integrating Slack with ClickUp: Step-by-Step Tips

The first step involves downloading the most recent version of ClickUp on your phone or as an extension on your PC. Then log in to your ClickUp account (Image A), and add it as an extension on your computer.

After logging in to your account, you will receive a confirmation email with a code that you can use to verify your ClickUp account (Figure B).

Find this email and verify that the code is the same as the one shown in ClickUp (Figure C).

Activate the ClickUp add-on

Once verified, ClickUp will open allowing you to create tasks and lists and configure other settings according to your needs. Now to authorize Slack, navigate to the Settings menu and select Integrations (Figure D).

Select Slack from the list of integrations, then click Add to Slack (Digits E).

This will bring up a Slack popup indicating that ClickUp is requesting permission to access Slack workspaces. It will also summarize some of the other features available with the ClickUp integration. Review it and select Grant ClickUp access (Figure F).

Your Slack has been successfully linked to ClickUp after following this step.

Using ClickUp in Slack

A ClickUp integration with Slack allows you to create and organize tasks, create tasks from a message, and more.

Create new tasks

Enter in any Slack channel . in /ClickUp new to immediately create a new task (Figure G).

Organize the work that needs to be done

In Slack, links to tasks are supplemented with information, context, and the ability to take action on the task as your team submits them. This information can include who came up with the task and when, the project title, a brief task description, what work is in progress, the task’s assignees, task priorities, tags, the task’s parent folder and list, subtasks, and who noted as soon as it was published.

By accessing these links, you can also take the following actions:

• Changing the current state
• Influencers of change
• Reorganize your goals
• Rename the tags
• Adjust the deadlines for completing tasks

And using Slack’s dropdowns, you can track important details like upcoming deadlines, priorities, and more (figure H).

Create tasks and comments from messages sent.

Messages can be used to create tasks and comments. A new window will open with further options for you to select.

Get notifications

You can choose which Slack channels you want to receive task alerts from ClickUp. You can create tasks, comment, and even change your status by customizing your notification options.

Add Slack Messages to ClickUp Tasks

By adding Slack messages to ClickUp tasks, the Slack message is pasted in a quote inside a ClickUp comment. It also provides a link to the Slack comment that was created.

To add a message, hover over a message to get more information about it, or click the meatball menu to open other message shortcuts. Select Add Comment, type your comment, and click Add (Figure I).

Enable Slack Notifications in ClickUp

Slack alerts cannot be enabled until workspace owners or administrators have activated the Slack integration. Follow the steps described in this article to activate the Slack connection.

ClickUp currently only supports the integration of one Slack workspace at a time.

Notifications can be enabled after the Slack integration is set up for the workspace.

1. Use the Workspace avatar in the lower left corner and choose Integrations from the drop-down list.
2. Select the connection to Slack.
3. Determine a work area.
4. Optional: Choose a folder and a list of files in it.
5. Make sure you’ve chosen the Slack channel where you get notifications.
6. Click the Settings menu to change the types of notifications.

Some of the notifications you may receive in Clickup include:

• Set a notification to be notified when a new task is created.
• Status Changed: You will be notified when the status of a task changes.
• New Comment: Get notified when a task’s comments are updated.
• If an assignee changes, you will be notified by email.
• This option includes all private tasks, lists, and folders.

Keep in mind that the only way to get Slack alerts for tasks that are split across multiple lists is if the task’s primary list is included in the desired location. Tasks in multiple lists will only make Slack notifications if their home list is included in the selected location.

Enable personal Slack notifications

Personal Slack alerts can also be tailored to your preferences. The process is similar to enabling general Slack notifications. To customize your Slack alerts:

1. Select My Settings from the drop-down menu that appears when you click on your workspace avatar in the lower-left corner.
2. Click on Slack notifications in the sidebar to enable them.
3. Determine a work area.
4. Optional: Choose a folder and a list of files in it.
5. Select the Slack channel you want to publish notification posts to.
6. Click the settings menu to change the types of notifications.

Some of the personal notifications in ClickUp are:

• Get notified every time a new task is created.
• Status Changed: You will be notified when the status of a task changes.
• New Comment: Get notified when a task’s comments are updated.
• New Attachment: Get notified when an attachment is added to a task.
• If an assignee changes, you will be notified by email.
• This option includes all private tasks, lists, and folders.

By setting up personal notifications, you can be notified when a task has been assigned to you.

And that’s all. You’ve finally integrated Slack with ClickUp. So go ahead and customize it according to your needs.