With Chat, you'll never have to waste time switching to other tools again.

Communicate with your team, create action items from messages, start SyncUps, and use ClickUp AI to summarize threads and create or suggest tasks.

Import from Slack to bring your team into ClickUp Chat! Every Workspace with access to Chat can import from Slack.

Availability

We're currently experiencing high demand for Chat. You can join the waitlist from the Chat ClickApp in your Workspace.

ClickUp Chat is free. Certain restrictions may apply later.

What you'll need

• A Workspace owner or admin must enable the Chat ClickApp.
  • Chat view is not accessible while the Chat ClickApp is enabled.
  • The Comment Reactions and Threaded Comments ClickApps cannot be disabled while the Chat ClickApp is enabled.
• Owners and admins can purchase ClickUp AI for their Workspace.
• To send messages in location-based Chats, you must have Comment permissions or higher to the Chat's Hierarchy location.
• Guests cannot create new Chats.
• Guests can respond to any DM. Guests can initiate DMs with people who have access to the Chats they have access to.
• Limited members can start direct messages with anyone.
• Limited members can @mention anyone in the Workspace.
• Limited members can see all users in the Workspace when using Launchpad.
• Limited members can create new Chats. Limited members read only cannot create new Chats.

Enable Chat

To use Chat, a Workspace owner or admin must enable the ClickApp for your Workspace. To turn on the Chat ClickApp:

1. In the upper-right corner, click the Quick Action Menu and select ClickApps.
2. Search for Chat.
3. Click the toggle to enable it.

Access Chat

Once the Chat ClickApp has been enabled for your Workspace, you can open Chat from anywhere by selecting it in the Sidebar.

You can access Chat from anywhere on the mobile app!

Location-based Chats

Some Chats are connected to specific Spaces, Folders, or Lists in your Workspace. These Chats display their location under their name.

You can access a location-based Chat by opening any view in its Space, Folder, or List and clicking Chat in the upper-right corner.

When changes are made to these Chats, their Space, Folder, or List are also updated.

The following actions will change both the Chat and Hierarchy location:

• Adding people to a Chat will also add them to the Space, Folder, or List and give them access to everything that's public at that location. When a Chat's sharing and permissions are updated, their related Space, Folder, or List sharing and permissions are also updated.
• Making a Chat private will also make the Space, Folder, or List private.
• Renaming a Space, Folder, or List will also rename the Chat.
• Deleting a Space, Folder, or List will also delete its Chat and all messages in the Chat.

Use the Chat sidebar

Use the left sidebar to navigate Chat and stay up to date on all of your work.

To open Launchpad and create a new Chat, start a direct message, or open a recent conversation, click the plus button in the upper-right corner of the sidebar

In addition to your Chats and direct messages, there are five helpful pages you can access from the sidebar:

• Replies
• Posts
• FollowUps
• Activity
• Drafts & Sent

Replies

Use the Replies page to see replies to threads you follow.

From here, you can interact with any thread by sending a reply, adding a reaction, creating a task, and more.

You can also follow or unfollow the thread by clicking the notification icon in the upper-right corner above of the thread.

Posts

Use the Posts page to view Posts created by others in Chats you follow, or create your own. Posts are used for sharing important announcements, ideas, updates, and discussions. Announcing a feature? Asking for feedback? Share an announcement with stakeholders.

There are four types of Posts:

• Announcement
• Discussion
• Idea
• Update

Activity

The Activity page shows messages where you've been mentioned, reactions to messages you've sent, and any messages that have been assigned to you from Chats. You can use the buttons at the top to filter for the type of activity that you want to see.

Click any message to open it in the right sidebar and take action.

FollowUps

The FollowUps page shows all the messages that are currently assigned to you. You can also filter for messages that have been resolved.

You can see messages assigned to others by clicking Assigned to You in the upper-left and selecting someone else.

Assigned messages are also shown on the Assigned to me Card in Home.

Drafts & Sent

Use the Drafts & Sent page to see all of the messages that you've created or sent.

Any message that you create but don't send will be added to the Drafts tab. Use the search bar to quickly find any drafts or use the filters to show only drafts with attachments or drafts in a thread.

Click any draft to open it or use the ellipsis ... to delete it.

Drafts currently do not sync across devices and only display on the device which they were created.

You can find all your sent messages in the Sent tab.

Chats

The majority of your team's communications happen in Chats.

Create a Chat

When you create a new Chat, it is not associated with any location in your Workspace.

You can create Chats from Launchpad or the Chat sidebar.

Create a Chat from Launchpad

To create a Chat from Launchpad:

1. In the upper-right corner of the Chat sidebar, click the plus icon to open Launchpad.
2. Select New Chat Channel.
3. Name the Chat.
4. To make the Chat private, click the Make Private toggle.
5. Click Create.

Create a Chat from the Chat sidebar

To create a Chat from the Chat sidebar:

1. At the bottom of the Chats section, click Add Chat.
2. In the upper-right corner, click Create Chat.
3. Name the Chat.
4. To make the Chat private, click the Make Private toggle.
5. Click Create.

Open a Chat

You can open and follow Chats from Launchpad, the Chat sidebar, or Spaces, Folders, and Lists. Chats you don't follow are italicized in the Chat sidebar.

Open a Chat from Launchpad

To open a Chat from Launchpad:

1. In the upper-right corner of the Chat sidebar, click the plus icon to open Launchpad.
2. Type the name of the Chat.
   • Optional: Click the Chats tab to filter results to only Chats.
3. Select the Chat.
4. To stay updated, click Follow for updates in the upper-right corner.

Open a Chat from the Chat sidebar

To open a Chat from the Chat sidebar:

1. At the bottom of the Chats section, click Add Chat.
2. Type the name of the Chat.
3. Select the Chat.
4. To stay updated, click Follow for updates in the upper-right corner.

Open a Chat from a Space, Folder, or List

You can open location-based Chats from Spaces, Folders, and Lists.

To open a Chat from a Space, Folder, or List:

1. Open any view in the Space, Folder, or List.
2. In the upper-right corner, click the Chat icon.
3. The Chat will open in a sidebar on the right side of your Workspace.
4. To stay updated, click Follow above your draft.

Use the Chat header

The Chat header shows the topic, the number of Followers, and more.

See Followers

To see Followers and people with access to the Chat, click the Followers icon in the upper-right.

Update Chat notification settings

You can update your notification settings for the Chat by clicking the bell icon in the upper-right.

Start a SyncUp

Start a SyncUp and collaborate live with your colleagues! Click the phone icon in the upper-right to start a SyncUp with everyone in the Chat.

Use ClickUp AI

Workspaces using ClickUp AI can ask AI about recent conversations or get a summary by clicking the ClickUp AI icon in the upper-right corner.

Learn more about using ClickUp AI in Chat.

Use the details sidebar

To see more Chat details, click the sidebar icon in the upper-right corner.

From the details sidebar, you can do the following:

• Pin the Chat to your current sidebar layout. Each layout has its own pinned Chats.
• Start a SyncUp with everyone in the Chat.
• Click the ClickUp AI icon to use Catch me up to generate a Chat activity summary.
• Follow or unfollow the Chat.
• Add or edit the Chat topic.
• Add or edit the Chat description.
• View, search, add, or remove Followers and see everyone who has access to the Chat.
  
• View or open any files uploaded to the Chat.
• Update additional Chat options. Options vary based on your user role and permissions.

The Views Bar

Chats that are associated with a specific Space, Folder, or List also have a Views Bar in the header.

You can use the Views Bar to open any of the views at that location or add a new view.

Adding a view from the Chat will also add it to the connected Space, Folder, or List.

Send Chat messages

After joining a Chat, you can start communicating with your team. You can compose your message using simple text or rich text formatting.

You can also use the options below the text box to do the following:

• Use /Slash Commands
• Upload an attachment
• @mention
• Assign the message
• Add an emoji
• Record a Clip
• Record a Voice Clip
• Create a task
• Create a Doc
• Create a Whiteboard

Create a Post

If you're sharing important information or need extra attention on a message, create a Post! Posts are great for sharing announcements, ideas, updates, and discussions.

Brainstorming a feature? Updating stakeholders? Create a customizable and detailed Post.

There are four types of Posts:

• Announcement
• Discussion
• Idea
• Update

You can also create a Post for any Chat you choose from the Posts page in the Chat sidebar.

To create a Post:

1. At the bottom of the Chat, select the Post tab at the top of the text box.
2. Choose the Post type from the dropdown.
   
3. Give the Post a title.
4. Add the Post content.
5. In the lower-right corner, click Post.

Use the message toolbar

You can use the toolbar to interact with any Chat messages or Posts.

To view the toolbar, hover your mouse over the message or Post that you want to interact with and choose from the following options:

• Like: Add a thumbs up emoji.
• Add Reaction: Add an emoji reaction.
• Reply in thread: Reply to the message in a thread.
• Share: Forward the message to another Chat or DM or copy the message link.
• Connect a task: Connect a task.
• Create or Assign: Create a task from the message or assign it. You can choose to create tasks manually or using ClickUp AI. You cannot assign Posts.
• ClickUp AI: Click the ClickUp AI icon to ask AI to summarize the message, create a task from it, and more.
• Settings ellipsis ...
  • Edit: Make changes to a message that you sent.
  • Mark as unread: Mark the message as unread.
  • Copy link: Copy the message link.
  • Remind me: Create a reminder using the message.
  • Get notified about new replies: Receive notifications when someone replies to the message.
  • Delete: Delete a message that you sent.
• Resolve: If the message is assigned to you, you can click Resolve in the toolbar.

Use ClickUp AI Catch me up

If you haven't opened a Chat in a while, you can use AI Catch me up to summarize what you've missed!

When scrolling through old Posts and messages in the Chat, click Catch me up to generate a summary of everything you missed.

Chat settings

You can right-click any Chat to take the following actions:

• Mark as unread/Mark as read: Mark the Chat as unread or read. Unread Chats are bolded.
  

  You can also press C to mark Chats as unread or read.

• Rename: Rename the Chat.
• Copy link: Copy the URL to the Chat.
• Pin: Pin the Chat to your current sidebar layout. Each layout has its own pinned Chats.
• Move to section: Move the Chat to a different sidebar section.
• Make Private/Public: Make the Chat private or public. This option is only available for Chats that are not associated with a location.
• Import from Slack: Start an import from Slack.
• Notification settings: Update your notification settings for this Chat.
• Unfollow/Follow: Unfollow or follow the Chat. Unfollowing a Chat will remove it from the Chat sidebar.
• Delete Chat: If you have permission, you can delete the Chat.

You can also make changes to the Chats section of the sidebar. To open the Chats section settings:

1. In the Chat sidebar, hover over the Chats section.
2. Click the ellipsis ... to open the settings.

From there, you can take the following actions:

• Browse Chats: View all available Chats in the Workspace.
• Mark all as read: Mark all Chats as read.
• Show in section: Choose which Chats to show in the sidebar section using the following options: 
  • All: Show all Chats in the sidebar.
  • Unread: Show only Chats with unread messages.
  • Mentions only: Show only Chats where you’re @mentioned. 
• Sort section: Sort the Chats in the sidebar section using the following options:
  • Recents: Show Chats with recent activity first.
  • Alphabetically: Show Chats in alphabetical order.
• Create section: Create a new Chat section.

Direct Messages

You can use direct messages to privately chat with an individual users or a group of users.

Group DMs cannot exceed 10 people, including you.

Create a direct message

To create a new direct message:

1. In the Chat sidebar, click the plus icon to open Launchpad or hover over the Direct messages section header and click the plus icon.
2. Search for the person you want to message and select them.
   • Optional: Click the People tab to filter results to only people. 
3. Send your message.

To remove a direct message from the Chat sidebar, hover over the name and click the x.

Use the direct message header

You'll see three tabs under the person's name in the direct message header:

• Chat: View your direct message history.
• Calendar: View the calendar of the person you're messaging.
• Assigned Tasks: View all tasks assigned to the person you're messaging in a customizable List view.

Use ClickUp AI

Workspaces using ClickUp AI can ask AI anything without leaving your conversation by clicking the ClickUp AI icon in the upper-right corner.

Use the details sidebar

You can click the person's name in the upper-left corner or the sidebar icon in the upper-right corner to see more details.

From the details sidebar, you can do the following:

• Pin the direct message in your sidebar.
• Open their Profile.
• Start a one-on-one SyncUp with them.
• View their online status, email, and their local time.
• View or open any files uploaded in your conversation.
• Update additional options.

Direct message settings

To view direct message settings, right click any direct message in the sidebar to open the settings menu.

The direct message settings include the following:

• Mark as unread: Mark the conversation as unread.
• Copy link: Copy the link to the conversation.
• View Profile: Open the person's Profile in the right sidebar.
• Pin: Pin the direct message in your sidebar. Pinned messages display in both Chat sidebar layouts.
• Move to section: Move the direct message to another sidebar section.
• Close DM: Remove the direct message from your sidebar until you receive a new message.

Collaborate with SyncUps

Start SyncUps from Chats or DMs and start collaborating face-to-face with your colleagues!

Connect tasks to messages

Add context to conversations and create action items directly from Chat messages.

Use the floating sidebar

When you're in a Chat or direct message, you'll see a floating sidebar on the right with four options:

• Search: Search the Chat or direct message for specific keywords.
• Replies: See replies to the threads you follow.
• FollowUps: See all of your assigned messages. The number of unread messages are displayed above the FollowUps icon.
• Relationships: See all related tasks, Docs, or URLs and who posted them in the Chat or direct message.

Each menu displays in a pop-up so you don't have to leave the Chat or your direct message.

Search with Launchpad

Start new conversations or find an existing one using Launchpad! Create new Chats and direct messages or reopen previous messages in a few clicks.

To access Launchpad:

1. In the upper-right of the Chat sidebar, click the plus icon.
   
2. Search for a Chat or DM or create new ones!
   

   Use the tabs at the top to filter your results!

Change sidebar layout

You can change your Chat layout at any time using the icons in the lower-left corner of the Chat sidebar.

When you pin a Chat to the sidebar, it is pinned to your current layout only. Pinned DMs display in both Chat sidebar layouts:

• Recents: This layout will show the Chats and DMs with the most recent messages.
• Organized: Our default layout. This shows all of the Chats and DMs that you've joined separated by sections.

Customize Chat notifications

There are two levels of notification settings for Chat:

• Global Chat notifications
• Individual Chat notifications

By default, the Chats you follow will use your global settings, but you can customize each Chat's notifications to your preference.

Global notifications

Browser and mobile notifications are enabled by default.

To customize your global Chat notifications:

1. In the lower-right of the sidebar, click the settings icon.
2. In the Chat Notifications section, choose your preferences for browser or desktop, mobile, Inbox, and email.
   

   Disable notification sounds for browser or desktop using the Play sound toggle.

For each method, you can enable or disable the following types of notifications:

• Replies to threads I'm following: Notifications for replies on threads you follow.
• Comments sent to a channel: Notifications for parent comments sent to a Chat.
• Comments sent to a Direct Message: Notifications for parent comments sent to a DMs.
• Comments I'm @mentioned in: Notifications for any comments where you are @mentioned.
• Comments assigned to me: Notifications when any comments are assigned to you.
• Resolved comments: Notifications when a comment is resolved.
• Reactions: Notifications for reactions to your comments.
• Play sound: Notification sounds. This option is displayed for browser or desktop notifications only.

Chat notifications

To customize an individual Chat's notification settings:

1. In the sidebar, right-click the Chat's name.
2. Select Change notification settings.
3. Use the modal to customize the Chat's notifications settings.

After updating and saving new Chat notification settings, you can switch back to the global settings by clicking Revert to global settings in the Chat notifications modal.

Mobile notification sounds

You can enable, disable, or manually choose which types of Chat notifications trigger sounds on your mobile device.

To enable or disable sound for all mobile Chat notifications, click the speaker icon next to Mobile.

To enable or disable sound for individual Chat notifications, click the speaker icons next to each individual notification.

Troubleshoot Chat notifications

If you're missing expected notifications, check the Chat's settings first:

• For customized Chats, confirm the Chat notification settings are correct.
• For Chats using global settings, make sure they're configured properly.

If browser or desktop notifications aren't working, please see this article for help. For further assistance, contact our support team here.

Profiles and statuses

Click anyone's avatar to see their Profile and status.

Use Profiles

From a Profile, you can start a DM or SyncUp, see the person's status, view contact information, and see their timezone.

Use statuses

Status indicates a person's availability in the Workspace. For example, you might see different statuses if they're in a meeting, on vacation, or traveling.

You can see a person's status to the right of their name. You can click their personal avatar to open their Profile and see if notifications are paused.

To update your status:

1. In the upper-right corner, click your personal avatar.
2. Click your existing status or Set status.
3. Select an existing status or type a custom status.
   • When creating a custom status, click the emoji icon to the left to select a custom emoji.
4. Click Save.

Zapier triggers and actions

Use the new Chat triggers and actions in Zapier!