Step 1: Install the ClickUp Integration in Slack

  1. Open Slack and navigate to the Apps section.
  1. Search for ClickUp in the app directory.
  1. Click “Add to Slack” to install the ClickUp integration.

Step 2: Authorize ClickUp in Slack

  1. After installing, Slack will prompt you to log in to your ClickUp account.
  1. Authorize the integration by following the prompts to give Slack access to your ClickUp workspace.

Step 3: Set Up Notifications for Tasks

  1. Go to ClickUp and navigate to the Integrations section under your workspace settings.
  1. Find Slack and click on “Manage.”
  1. Choose the specific notifications you want to receive in Slack (e.g., task creation, updates, or comments).

Step 4: Create and Manage Tasks from Slack

  1. In Slack, type /clickup new to create a new task directly from Slack.
  1. Fill in the details for the task, including the task name, description, and the ClickUp space or list where you want the task to be added.
  1. Submit, and the task will automatically appear in ClickUp.

Step 5: Update ClickUp Tasks via Slack

  1. Use the /clickup command in Slack to search for existing tasks.
  1. Once you find the task, you can add comments, change statuses, or assign the task to different team members—all from Slack.

Step 6: Use Slack Notifications to Stay Updated

  1. Any updates made to ClickUp tasks (comments, status changes) will be sent to the Slack channel you connected.
  1. Click on the Slack notification to be taken directly to the task in ClickUp for detailed management.