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Communicate with your team using ClickUp

You can communicate with your team using ClickUp in so many ways. You can @mention team members in Chat, Docs, and tasks. 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! Check out our course on Communicate Effectively Across Your Workspace in ClickUp University.

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 Chat so you don't have to switch apps.
  • 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 milestones and team progress. 
  • Use Automations to streamline workflows. 
  • Integrate other tools with ClickUp to keep all of your work in one place.

Chat

Use Chat to keep all your work communication inside of ClickUp so that you never lose important context by switching to other tools.

The Chat ClickApp must be enabled by an admin or owner.

Chat best practices

  • Keep conversations in public Chats 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.

Email

Email is a great way to communicate with people outside of your ClickUp Workspace. 

Email best practices

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

Screenshot of the Email ClickApp

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

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