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

Feature availability and limits vary by plan and user role. Learn more

Access Chat

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

Channels you follow and direct messages are listed in the center of your screen. Tap any Channel 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 Channels from Lists

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

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

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

You can access a location-based Channel 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 Channels 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 Channels and direct messages together. Channels and messages are ordered from newest to oldest.
  • Organized: Separate Channels and direct messages into different sections. Channels 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 icons in mobile Chat.png

Create a new section

If you're using the organized Chat layout, there are two default sections: Chats and Direct Messages. Chats show all of your Channels and direct messages show your most recent direct messages. If you've pinned a Channel or direct message, 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.

Pin Channels and direct messages

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

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

To pin a Channel or direct message:

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

Sort or hide Channels and direct messages

You can sort, show, or hide Channels and direct messages.

Sort Channels and direct messages

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

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

Show or hide Channels and direct messages

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

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

Mark all messages read

You can mark all messages in a Channel or direct message as read:

  1. To the right of the section, tap the ellipsis ... menu.
  2. Tap Mark all as read.

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 Channels
      • 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 Channels 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 when creating a post.png
  3. Add a Post title.
  4. Tap Select Chat to choose a Channel 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.

Channels

The majority of your team's communication happens in Channels, which can be found in the Chats section. Tap any Channel to open it.

Screenshot highlighting the Chats section.png

Preview Channels

Tap and hold any Channel to see a preview.

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

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

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

Send a Channel message

To send a Channel message:

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

Channels, Posts, and views

Every Channel contains two tabs: Chat and Posts. Location-based Channels 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 Channel. 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:

  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 Channels contain a Views tab. This tab contains all the views you have access to in the Channel'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 Channel.

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 Channel.

Screenshot highlighting the SyncUps icon.png

Create a Channel

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

To create a new Channel:

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

Rename, pin, follow, and add descriptions to Channels

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

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

Direct messages

Use direct messages to privately message individual people or Teams.

Group direct messages cannot exceed 10 people, including you.

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 search bar.

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 the search bar:

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

    You can also create a new Channel or direct message by clicking New Chat Channel or New Chat DM.

  3. At the bottom, tap Send a message.
  4. Type your message and tap the send icon.

Collaborate with SyncUps

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

Search Channels and direct messages

To search for Channels and direct messages on mobile:

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

    You can also create a new Channel or DM by clicking New Chat Channel or New Chat DM.

  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 Channel, 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, you can see a person's status to the right of their name in any Channel. 

Screenshot highlighting someone's status.png

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.

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

You can tap someone's avatar in a Channel to see their status, start a direct message conversation, generate an AI StandUp covering the last 24 hours, view contact information, and see their Teams.

Screenshot of a Profile.PNG

Use push notifications

Learn how to enable push notifications on mobile.

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