Create or edit tasks without leaving a Slack conversation. These are two of the Slack actions offered through our integration with Slack.
What you'll need
- Tasks can be created or edited using Slack on any ClickUp plan.
- Guests cannot use the integration with Slack.
- You must individually enable and authorize your connection with Slack before you can create or edit tasks from Slack.
Create a task in Slack
You can create a task in Slack using a /Slash Command or create a task from someone's message using the ellipsis ... menu.
Using a /Slash Command
To create a ClickUp task in Slack:
- Open a channel, type
/clickup new
and send your message. - Select Create Task.
- Enter the task's name, description, and the List you want to create a task in.
- After selecting the List, you'll have the option to include the following:
- Assignees
- Status
- Priority
- Tags
- Due date
- In the lower-right corner of the modal, click Create.
Using a message's ellipsis ... menu
To create a ClickUp task from a message in Slack:
- Hover over a Slack message and click the ellipsis ... menu.
- If it is your first time creating a ClickUp task from Slack, select More message shortcuts.
- Select Create Task.
- Enter the task's name, description, and the List you want to create a task in.
- After selecting the List, you'll have the option to include the following:
- Assignees
- Status
- Priority
- Tags
- Due date
- In the lower-right corner of the modal, click Create.
Edit a task in Slack
You can edit a task from its preview in Slack:
- Under the task preview, click Edit.
- Update the task details.
- Click Save.
The following task details can be edited from a task preview in Slack:
- Name
- Description
- Location
- Assignees
- Status
- Priority
- Tags
- Due date