Ensure that context from Slack conversations informs tasks and nothing gets lost in the process.
Create tasks from Slack channels or direct messages, set up channel-specific syncs to ensure all stakeholders see updates, and connect all of your tools using the integration with Slack.
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What you'll need
- The integration with Slack is available on every ClickUp plan.
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A ClickUp Workspace can only be connected to one Slack workspace at a time.
- A Slack workspace can be connected to multiple ClickUp Workspaces at the same time.
- Members, admins, and owners can enable the integration using a personal connection.
- Only Workspace owners and admins can enable the integration using a Workspace connection.
- Guests cannot use the integration with Slack.
Enable the integration with Slack
Members, admins, and owners can enable the integration using a personal connection. Only Workspace owners and admins can enable the integration using a Workspace connection.
Using a personal connection
From the App Center:
- Browse for and select Slack.
- Select Personal.
- Click Connect.
- Click Allow to grant ClickUp access.
Using a Workspace connection
From the App Center:
- Browse for and select Slack.
- Select Workspace.
- Click Connect.
- Click Allow to grant ClickUp access.
Once this is completed, you can sync ClickUp activity to Slack channels.
Only the person who set up the Workspace connection can edit it.
Enable ClickUp activity sync with Slack
Once the integration is enabled, you can sync ClickUp activity with Slack for specific Spaces, Folders, and Lists in your Workspace. ClickUp activities will be sent as messages to Slack. You can only select public channels you're in or private channels with ClickUp access for notifications.
You can give ClickUp access to a private channel using the /invite @ClickUp command.
Choose which Slack channels to notify and customize your messages.
You can create a separate #clickup channel in Slack for these messages.
Only the Workspace connection creator can set up new locations for ClickUp activity messages. Admins and owners cannot add new locations, but they can map existing messages to additional ClickUp Spaces, Folders, or Lists.
Customize ClickUp notifications in Slack
You can choose which task and Doc actions trigger Slack notifications!
Search Slack messages using Connected Search
After enabling the Slack integration, you can manually enable Personal or Workspace Connected Search.
Once Slack Connected Search is enabled, you can find messages from up to one year ago. For example, if you connect Slack with ClickUp on June 1, 2024, ClickUp will be able to find information from messages in Slack sent on June 1, 2023 and later.
This indexing process can take up to 24 hours. You can check progress in the Command Center until it is completed.
Preview tasks, comments, and Docs in Slack
Once you've established a personal connection, you'll see previews when you post task, task comment, or Doc links in Slack. You'll see task details like statuses, assignees, Priorities, and more.
Slack refers to previewing as unfurling.
Links to private ClickUp tasks or Docs will be seen by everyone in a channel.
If you're not seeing ClickUp items unfurl in Slack, check your Slack settings to ensure link previews are enabled for ClickUp.
Use Slack actions to create tasks or comments
Using the integration with Slack, you can create a ClickUp task from Slack or add a Slack message as a comment to an existing task.
Learn how to automate Slack actions with the ClickBot!
Slack link previews
When you paste a Slack channel or message into a ClickUp task, Chat, or Doc, you'll see the option to paste it as a preview, mention, or URL.
Slack app panel in Task view
After you paste your first Slack link in a task description or comment, you'll see a new Slack icon in the right sidebar of your Task view. You can click this icon at any time to see every Slack link posted in the task.
Disconnect the integration with Slack
If you no longer wish to use the integration, you can disconnect it.
To disconnect the integration with Slack, from the App Center:
- Browse for and select Slack.
- Select the connection.
- Click the ellipsis ... and select Disconnect.
You can add the integration with Slack again at any time.
Troubleshooting
If you're unable to see all of your available Slack channels when enabling the integration, be aware that:
- The channel must not be deleted.
- You must have joined the channel.
- Any new channels you create or join may take 5 minutes to sync and appear in ClickUp. You don't need to log out and log back in for new channels to be displayed in ClickUp.
FAQ
Frequently asked questions about the integration with Slack.
How quickly can I search new Slack messages using Connected Search?
New messages may take up to ten minutes to be searchable by Connected Search.
I have Slack Connect channels set up with external users. Will these channels be indexed?
Yes, if you enabled Personal Connected Search! All external messages and channels you have access to will be included.
Who can search Slack content using Connected Search?
It depends on the type of connection you used:
- Workspace Connected Search: Individuals who are both a Slack and a ClickUp Workspace member can use Connected Search, but they can only search for public messages and channels.
- Personal Connected Search: Only individuals who connected their Slack account with ClickUp using Personal Connection type have Personal Connected Search available in ClickUp. They can search for all Slack messages that they have access to in Slack. This includes their direct messages, private channels, and Slack Connect channels.
What happens to my Slack data if I enable Connected Search, then disable it or disconnect the Slack integration?
If you disconnect your Slack account from ClickUp, your Slack content will immediately become unsearchable and your Slack data will be deleted in less than one day.