Create and edit tasks from Slack

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

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:

  1. Open a channel, type /clickup new and send your message.
  2. Select Create Task.
  3. Enter the task's name, select its List, and add any helpful fields.
  4. After selecting the List, you'll have the option to include the following:
    • Assignees
    • Status
    • Priority
    • Tags
    • Due date
  5. 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:

  1. 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.
  2. Select Create Task.
  3. Enter the task's name, select its List, and add any helpful fields.
  4. After selecting the List, you'll have the option to include the following:
    • Assignees
    • Status
    • Priority
    • Tags
    • Due date
  5. 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:

  1. Under the task preview, click Edit.
  2. Update the task details.
  3. Click Save.

Screenshot of the Edit task modal in Slack.png

The following task details can be edited from a task preview in Slack:

  • Name
  • Description
  • Location
  • Assignees
  • Status
  • Priority
  • Tags
  • Due date