Mobile Chat

Use Chat on the ClickUp mobile app to communicate with your team, create action items from messages, and use ClickUp AI to get caught up from anywhere.

Screenshot of mobile Chat.png

Chat availability

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

Disclaimer: ClickUp Chat is free for now. Certain restrictions may apply later.

What you'll need

  • A Workspace owner or admin must enable the Chat ClickApp from the desktop app or a browser. The ClickApp cannot be enabled from the mobile app.
    • Chat view is not accessible while the Chat ClickApp is enabled.
  • Guests cannot use Chat.
  • Owners and admins can purchase ClickUp AI for their Workspace.

Access Chat

Once the Chat ClickApp has been enabled for your Workspace, you can open it by tapping Chat in the Mobile Navigation bar at the bottom of the mobile app.

Chats you follow and direct messages are listed in the center of your screen. Tap any Chat or direct message to open it.

The search bar and tabs at the top of Chat allow you to quickly find any conversation you need.

Access Chat from Lists

Some Chats are connected to specific Spaces, Folders, or Lists in your Workspace.

This means that making changes to the Chat will also change that Space, Folder, or List. The following actions will change both the Chat and 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.

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

Screenshot highlighting the chat icon in a Board view on mobile (1).png

Set Chat as your default launch page

For quick access, you can set Chat as your default mobile launch page!

Customize Chat

You can choose between two Chat layouts and sort, hide, or pin Chats and direct messages. Create new sections to fully tailor your experience.

Change your Chat layout

You can choose between two Chat layouts on mobile:

  • Recents: Display Chats and direct messages together. Chats and messages are ordered from newest to oldest.
  • Organized: Separate Chats and direct messages into different sections. Chats and messages are ordered from newest to oldest in their sections. This is the default layout.

To switch layouts, tap the icons in the upper-right corner.

Screenshot of the layout toggle on mobile Chat (1).png

Sort Chats and direct messages

If you're using the organized Chat layout, you can sort Chats or direct messages:

  1. To the right of the Chats or Direct Messages section, tap the ellipsis ... menu.
  2. Under Sort Chats or Sort Direct Messages, choose how you want to sort the Chats or direct messages:
    • Recents: Order Chats or direct messages from newest to oldest.
    • Alphabetically: Order Chats or direct messages alphabetically.

Show or hide Chats and direct messages

If you're using the organized Chat layout, you can choose which Chats and direct messages are displayed.

  1. To the right of the Chats or Direct Messages section, tap the ellipsis ... menu.
  2. Under Show In Chats or Show in Direct Messages, choose which Chats or direct messages you want to display:
    • All: Display all Chats or direct messages.
    • Unread: Only display Chats or direct messages with unread messages.
    • Mentions Only: Only display Chats or direct messages that mention you.

Pin Chats and direct messages

Pin Chats and direct message conversations to see them at the top of Chat.

Each layout has its own pinned Chats. Pinned direct messages display in both layouts.

To pin a Chat or direct message:

  1. Tap and hold the Chat or person.
  2. Tap Pin.
  3. The Chat or direct message will now display under a Pinned section.

Create a new section

If you're using the organized Chat layout, there are two default sections: Chats and Direct Messages. If you've pinned a Chat, you'll also see a Pinned section.

To create a new, custom section:

  1. To the right of the Chats or Direct Messages section, tap the ellipsis ... menu.
  2. At the bottom, tap Create Section.

To rename the new section:

  1. To the right of the new section name, tap the ellipsis ... menu.
  2. Tap its name.
  3. Type a new name and tap done on your mobile keyboard.

The Replies tab

Tap the Replies tab at the top of Chat to see replies to threads you follow. Move between unread and read threads using the two tabs at the top.

Screenshot of the Replies tab, highlighting the read and unreal tabs (1).png

Interact with replies

To reply to a thread, tap Reply.

To react to replies, create tasks from them, and more:

  1. Tap and hold the message or post.
  2. Select one of the following options:
    • React: Tap an emoji to react to the message or post.
    • Triage: Create an action item from the message.
    • Connect task: Connect a task to add context to the message.
    • AI tools: Use ClickUp AI to summarize the message or locate helpful answers. There are four AI tools available when interacting with a message:
      • Summarize
      • Find related task
      • Find related chats
      • Find answers
    • Share: Share the message or post with people and Teams.
    • Copy link: Copy the message or post URL to your clipboard.
    • Copy text: Copy the message or post text to your clipboard.

The Posts tab

Posts are used for sharing important announcements, ideas, updates, and discussions. Announcing a feature? Asking for feedback? Share an announcement with stakeholders.

Tap the Posts tab at the top to view posts created by others in Chats you follow or create your own. 

There are four types of posts:

  • Announcement
  • Discussion
  • Idea
  • Update

Create a post

To create a post from the Posts tab:

  1. At the bottom, tap Create Post.
  2. By default, the post type is Announcement. To change it, tap the post type in the upper-left corner. You can choose between announcement, discussion, idea, and update.
    Screenshot highlighting the post type in the upper-left corner when creating a post (1).png
  3. Add a post title.
    • Optionally, you can add a cover image and detailed post content.
  4. Tap Select Chat to choose a Chat for the post.
  5. Tap Post.

The Activity tab

Tap the Activity tab at the top of Chat to see messages or posts where you've been mentioned, reactions to messages or posts you've sent, and messages assigned to you.

Tap the filters at the top to only show that type of activity. Tap any message to open its thread.

Screenshot highlighting the filters in the Activity tab on mobile Chat (1).png

The FollowUps tab

See all of your assigned messages in one location. By default, you'll only see unresolved messages assigned to you.

Screenshot of the Action Items tab.png

To see resolved messages, tap the Resolved filter at the top.

To see messages and comments assigned to others:

  1. In the upper-left corner, tap Assigned to.
  2. Browse for and select someone.
  3. You'll see all unresolved messages and comments assigned to them.

The Drafts & Sent tab

Swipe through the tabs at the top of Chat and tap Drafts & Sent to see your unfinished and sent messages. Switch between the two using the Drafts and Sent tabs at the top.

Tap any draft or sent message to open its thread.

Drafts do not sync across devices.

Chats

The majority of your team's communication happens in Chats. Tap any Chat to open it.

Screenshot highlighting the Chats section.png

Preview Chats

Tap and hold any Chat to see a preview.

When previewing, you'll also see the following options:

  • Mark the Chat as read/unread.
  • Pin/unpin the Chat.
  • Copy a link to the Chat.
  • Unfollow the Chat.

Screenshot of a chat preview on mobile (1).png

Send a Chat message

To send a Chat message:

  1. Tap the Chat to open it.
  2. At the bottom, tap Send a message.
  3. Type your message.
  4. Tap the send icon.

Chat, posts, and views

Every Chat contains two tabs: Chat and Posts. Location-based Chats have a third tab called Views.

Chat

The Chat tab is where your team communication happens. Send a message or respond to your team!

Posts

The Posts tab consolidates all posts in the Chat. You can filter for a specific type of post or create your own. Tap the filters at the top to filter by post type.

To create a new post in a Chat:

  1. At the bottom, tap Create Post.
  2. By default, the post type is Announcement. To change it, tap the post type in the upper-left corner. You can choose between announcement, discussion, idea, and update.
  3. Add a post title.
    • Optionally, you can add a cover image and detailed post content.
  4. Tap Post.

Views

Location-based Chats contain a Views tab. This tab contains all the views you have access to in the Chat's related Space, Folder, or List. On mobile, you can see the following types of views:

  • List
  • Board
  • Table
  • Calendar
  • Doc

Use a browser or the desktop app to see more views!

See replies

To see replies, tap the Replies icon in the upper-right corner of the Chat.

Screenshot highlighting the Replies icon.png

You can use the Unread and Read tabs at the top to filter threads.

Start a SyncUp

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

Screenshot highlighting the SyncUps icon.png

Create a Chat

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

To create a new Chat:

  1. To the right of the Chats section, tap the plus icon.
  2. Tap New Chat Channel.
  3. Name the Chat.
    • You can make the Chat private by enabling the Make Private toggle.
  4. In the upper-right corner, tap Create.

Rename, pin, follow, and add descriptions to Chats

Open a Chat and tap its name at the top to take the following actions:

  • Rename: Tap the Chat name to update it.
  • Pin/Pinned: Pin or unpin the Chat.
  • Follow/Unfollow: Follow or unfollow the Chat.
  • Search: Search the Chat using keywords or phrases.
  • Notifications: Update your notification settings for this Chat. When you follow a Chat, all notifications are enabled by default. Learn how to customize mobile push notifications and the difference between Chat-specific and global Chat notification settings.
  • Followers: See all Followers and everyone with access.
  • Add Follower: Add new Followers.
  • Description: Update the Chat's description.
  • Files: See all uploaded files from the Chat.

Direct Messages

Use direct messages to privately message individual people or Teams.

In Chat, your direct messages display under the Direct Messages section. Tap a name, group of names, of Team name to open your direct messages with them.

Screenshot highlighting the Direct Messages  section.png

Send a direct message

You can send a direct message from the Direct Messages section, a personal avatar, or the Launchpad.

From the Direct Messages section:

  1. To the right of the section, tap the plus icon.
  2. Search for and select a person or Team.
    • To select several people, tap New DM, select people, and tap Create.
  3. At the bottom, tap Send a message.
  4. Type your message and tap the send icon.

From a personal avatar:

  1. In Chat, tap someone's personal avatar.
  2. Tap Chat.
  3. Type your message and tap the send icon.

From Launchpad:

  1. At the top of Chat, tap the search bar.
  2. Search for and select a person or Team.
  3. At the bottom, tap Send a message.
  4. Type your message and tap the send icon.

Collaborate with SyncUps

Start mobile SyncUps from Chats or DMs and collaborate face-to-face with your colleagues!

Connect tasks to messages

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

Search with Launchpad

Use Launchpad to find important Chats and direct messages!

To access Launchpad on mobile:

  1. At the top of Chat, tap the search bar.
  2. Search for and select a person, Team, or Chat.
  3. Send a message!

Interact with posts and messages

Tap and hold a post or message to take the following actions:

  • React: Tap an emoji to react to the message or post.
  • Edit: Edit the message. Only the message author can edit it.
  • Reply in thread: Begin drafting a response.
  • Mark as read/unread: Mark the message as read or unread.
    • This option is only available for messages.
  • Triage: Create an action item from the message.
  • Connect task: Connect a task to add context to the message.
  • AI tools: Use ClickUp AI to summarize the message or locate helpful answers. There are four AI tools available when interacting with a message:
    • Summarize
    • Find related task
    • Find related chats
    • Find answers
  • Share: Share the post or message in a Chat, direct message, or task.
    Screenshot of someone sharing a message.png
  • Copy link: Copy the URL of the message to your clipboard.
  • Copy text: Copy the message content to your clipboard.
  • Get notified about new replies/Turn off notifications for replies: Follow or unfollow the thread.
  • Delete: Delete the message. Only the message author can delete it.

Triage messages

Create, track, and complete action items from messages on the mobile app.

Screenshot of two triaged messages in mobile Chat.png

Profiles and statuses

In Chat, tap anyone's avatar to see their Profile and status.

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.

Screenshot highlighting someone's status.png

Update your status

To update your status:

  1. Tap your avatar to open your Profile.
  2. Tap your existing status or What's your status?
  3. Tap an existing status or type a custom status.

    When creating a custom status, tap the emoji icon to the left to select a custom emoji.

  4. In the upper-right corner, tap Save.

View Profiles

Open someone's Profile to start a direct message conversation, generate an AI StandUp covering the last 24 hours, see their status, view contact information, and see their Teams.

Screenshot of someone's Profile.png

Share items directly into Chat

You can share files from your mobile device directly to ClickUp Chats!

Use push notifications

Learn how to enable push notifications on mobile.

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