You can communicate with your team using ClickUp in so many ways. In ClickUp you can @mention team members in Docs and tasks, use Proofing, or Chat. Sometimes the conversation needs to be a meeting. Other times email is best. 

With all of these choices, it can be difficult to know which tool to use. Use this article as a guide to which communication tool is right for different situations! 

Communicating in ClickUp

When in doubt, use ClickUp as your default communication method. ClickUp saves your team time by keeping all of your information in one place. 

When to use ClickUp for communicating

Use ClickUp for communication in the following ways:

• Provide updates and align stakeholders.
• Request project updates. 
• Keep meeting minutes in tasks, comments, or Docs. 
• Assign action items. 
• Record and store information. 
• Gather and respond to feedback and questions. 

ClickUp communication best practices

• Use the @mention feature to tag individuals or entire teams to help keep communication transparent. 

• Use Docs for notes, meeting minutes, and brainstorming. 
• Create a set of Dashboards to track things like milestones and team progress. 
• Use Automations to streamline workflows. 
• Integrate other tools with ClickUp to keep all of your work in one place.

Communicating with Chat

Communicating with Chat is fast and efficient. With shared conversations and context, team members can jump in and out of shared conversations to solve issues and respond to feedback.

To enable Chat in your Workspace, you can use Chat view which lets you talk about items outside of tasks in a specific location in ClickUp.

You can also use the Slack integration to create tasks in Slack and receive updates without leaving Slack. 

When to use Chat for communicating

Use ClickUp for communication in the following ways:

• Follow up on projects.
• Use @mentions to remind team members of their action items. 
• Ask quick questions. 

Chat best practices

• Keep chat conversations in public channels for full team visibility. 
• Don't use chat for task-specific conversations. Keep those conversations in the related tasks.
• Don't replace customer, partner, or internal conversations that deserve to be phone calls or meetings.

Communicating with email

Email is the best way to communicate with people outside of your ClickUp Workspace. 

Email best practices

• Minimize internal email. Leverage ClickUp and Chat. 
• Activate the Email in ClickUp ClickApp.
  • With the Email in ClickUp ClickApp, you can send and receive emails without leaving ClickUp. 

Communicating with meetings

Meetings can provide you and your team with an opportunity for deeper collaboration. 

When to use a meeting for communicating

Use meetings to communicate in the following situations: 

• Initial project collaboration to ensure alignment on project goals and direction. 
• Project retrospectives. 
• Employee development. 
• After you've taken a project as far as possible through the other communication methods listed above. 
• When a project requires or can benefit from face-to-face collaboration. 

Use Docs for meeting minutes!

Meeting best practices

• Take a look at this article about Using ClickUp for team meetings. 

Updated June 26, 2023 23:57